Shows
Making The Deal: Frameworks For TransactionsMTD - Episode 17 - Handling employees in the transaction (w/ Paul Talbot of Insperity)Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his team support the employee part of a transaction. Developing a communication and execution plan, actioning that plan and having important checkins throughout are the major comonents of a succesful transaction.
2025-08-0652 min
Making The Deal: Frameworks For TransactionsMTD - Episode 16 - Effective NetworkingIn episode 16 of MTD, Shawn and Joe discuss an important part of deal making: Networking. Whether finding deals to work on or bringing the deal to a close having the network to make that happen is a crucial part of the process. Shawn and Joe discuss how and where they network and also how to be comoftable in a networking scenario. Enjoy
2025-06-1138 min
Making The Deal: Frameworks For TransactionsMTD - Episode 15 - Types of LendersShawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences in expertise make being informed of what type of capital is out there - an important part of a funding process.
2025-05-2858 min
Making The Deal: Frameworks For TransactionsMTD - Episode 14 - Exit Readiness Planning (w/ Matt Dery)In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part of a transaction. We dig into this topic and more in Episode 14 of MTD.
2025-04-2348 min
Making The Deal: Frameworks For TransactionsMTD - Episode 13 - People & Culture (w/ Sam Frank)Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.
2025-04-1055 min
Making The Deal: Frameworks For TransactionsMTD Episode 12 - Insurance in Transactions (w/ Kevin McCarron)Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for details on insurance's role in transactions.
2025-03-1959 min
Making The Deal: Frameworks For TransactionsMTD - Episode 11 - Value Creation (W/ David Hamilton)David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transaction in this episode. Joe and Shawn leverage David for guidance on the value creation and the journey before the sale.
2025-03-051h 01
Making The Deal: Frameworks For TransactionsMTD - Episode 10 - Types of BuyersIn this episode, Joe and Shawn discuss the types of buyers a business owner may encounter during a business sale process.
2025-02-1959 min
Making The Deal: Frameworks For TransactionsMTD - Episode 9 - AI in M&A (w/ Kevin Moyer)Joe and Shawn have a conversation with guest Kevin Moyer from Bennett Thrasher. The discussion centered around AI and its role in the Mergers & Acquisition market.
2025-02-0559 min
Making The Deal: Frameworks For TransactionsEpisode 8 - Asset Based Lending (w/ John Klehm)Joe and Shawn have an in depth conversation on Asset Based lending with John Klehm of Spectrum Commercial Finance. What is ABL, when is it used, along with structuring considerations.
2025-01-231h 08
Making The Deal: Frameworks For TransactionsEpisode 7 - End of Year Wrap UpIn Episode 7 of MTD, Shawn and Joe recap the first year of the podcast, discuss the holidays and related networking and touch on some personal notes. Happy Holidays! We'll see you in the New Year!
2024-12-1831 min
Making The Deal: Frameworks For TransactionsEpisode 6 - Packaging the DealIn Episode 6 of MTD, Joe and Shawn discuss what the deal package is. What does it include? Who helps prepare it? Who uses it?
2024-12-0952 min
Making The Deal: Frameworks For TransactionsMaking the Deal - Episode 5 - Valuation (w/Don Price)In Episode Five of Making the Deal, Joe and Shawn discussion business valuation with Don Price of Bodmer, Price. THe discussion focuses on business valuation, the methods of arriving at a valuation, and the situations where a valuations might be needed for a transaction.
2024-11-2052 min
Making The Deal: Frameworks For TransactionsMaking the Deal - Episode 1 - Introduction to the PodThis is the introduction episode for Making the Deal. Tune in to hear how Shawn and Joe met, thier role in the transaction market and what to expect infuture episodes.
2024-11-0409 min