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Nick Olsen

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The M&A Mastermind Podcast
The M&A Mastermind PodcastUnlocking the Value of IP in M&A - Episode 110In this episode of the M&A Mastermind podcast, Nick Olsen interviews Wendy Heilbut, a seasoned corporate lawyer with a focus on intellectual property (IP) in mergers and acquisitions (M&A). They discuss the importance of IP in business transactions, the different types of IP, and how to protect and leverage it for business growth. Wendy shares insights on building a 'moat' around IP, common misconceptions, and the role of goodwill in enhancing company value. The conversation also touches on the challenges of protecting trade secrets and the impact of AI on IP strategies. Key Takeaways ...
2025-11-2042 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastExit Without Regret - Episode 109In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Charles Dents, founder of Exit Systems, about the importance of preparing businesses for successful exits. They discuss the significance of transformation over mere transactions, common mistakes business owners make when preparing for exits, and how leveraging AI can enhance business valuation. Charles shares insights on the five pillars of business success, the role of culture and leadership in transitions, and the necessity of preparing both the business and its owners for life after the exit. The conversation emphasizes the need for a strategic approach to exit...
2025-11-1332 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastWhy Trust is so Important - Episode 108In this episode of the M&A Mastermind podcast, host Nick Olsen interviews David Horsager, a leading authority on trust and CEO of TrustEdge Leadership Institute. They discuss the importance of trust in leadership, business, and M&A transactions, exploring the eight pillars of trust and how to foster a culture of trust in organizations. David shares insights from his research and books, emphasizing the need for clarity, compassion, and connection in building trust, especially in remote work environments. The conversation highlights practical strategies for enhancing trust and collaboration in business dealings, making it essential listening for leaders and...
2025-11-0638 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastHow Operations Create Value - Episode 107In this episode of the M&A Mastermind podcast, Nick Olsen interviews Deborah Agrafojo, an expert in operations and business valuation. They discuss how effective operations can significantly enhance a company's value, the importance of assessing operational health, and the Exit Advantage program designed to help business owners prepare for successful exits. Deborah shares insights on key performance indicators that buyers look for, the significance of collaboration among advisors during transactions, and strategies for building operational value ahead of an exit. The conversation also touches on the Touchstone Talks podcast, which focuses on operational efficiency and exit strategies for...
2025-10-3026 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe State of M&A in Canada & What Buyers & Sellers Should Know - Episode 106In this episode of the M&A Mastermind podcast, Nick Olsen and Jeff MacKenzie discuss the current trends in mergers and acquisitions, particularly in the Canadian market. They explore the impact of uncertainty on business planning, the dynamics between buyers and sellers, and the importance of preparation for business owners. Jeff highlights the significance of focusing on controllable factors, succession planning, and the sectors that are thriving in the current market. The conversation also delves into the effects of tariffs on M&A activity, changes in valuation and deal structures, and the necessity of due diligence in today's environment.
2025-10-2341 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastAlways Remain Sellable - Episode 105In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Mike Lambrix, a seasoned expert in mergers and acquisitions, about the importance of maintaining a mindset of 'always being sellable.' They discuss proactive strategies for business owners to prepare for a potential sale, the significance of due diligence, and the emotional aspects of transitioning ownership. Mike emphasizes the need for clear operational practices, succession planning, and the involvement of key employees and family members in the planning process to ensure a smooth transition and maximize business value. Key Takeaways Always maintain...
2025-10-1625 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastTaking a Consulting-First Approach - Episode 104In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Gokul Padmanabhan, founder and CEO of a leading M&A advisory firm focused on the restoration industry. Gokul shares his unique consulting-first approach to M&A, emphasizing the importance of preparing businesses for sale and educating owners on exit readiness. He discusses the nuances of the restoration industry, the emotional aspects of selling a business, and the significance of culture in business transitions. Gokul also provides insights into the current state of the restoration market and the growing interest from private equity firms. Key...
2025-10-0931 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastProfessional Services & the Importance of Tech & Systems - Episode 103In this episode of the M&A Mastermind podcast, Bryce Wolfe, Director of Strategic Growth at Unit 4, discusses the challenges faced by professional service organizations during mergers and acquisitions (M&A). He highlights the importance of technology integration, the need for standardized processes, and the role of ERP systems in facilitating successful acquisitions. Bryce shares insights from a recent survey indicating that a significant percentage of decision-makers feel that integrations take longer than expected, emphasizing the need for proactive preparation. He also discusses how Unit 4 helps clients prepare for acquisitions by ensuring they have the right technology and processes...
2025-10-0227 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastManaging Risk Allocation in M&A Transactions - Episode 102In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Terry Gerbers, a seasoned M&A attorney with over 30 years of experience. They discuss the importance of having a dedicated M&A attorney, the role of working capital in transactions, and the complexities surrounding intellectual property. Terry shares insights on how to choose the right M&A attorney, the collaboration between attorneys and M&A advisors, and strategies for managing risk in transactions. The conversation emphasizes the need for expertise in M&A to ensure successful outcomes for both buyers and sellers. Key Takeaways
2025-09-2536 minThe Close M&A Podcast with Caber Hill Advisors
The Close M&A Podcast with Caber Hill AdvisorsNick Olsen: Growing a Network of M&A Advisory FirmsText us your feedback, ideas, or topics you’d like to see in an upcoming show.Nick Olsen, Managing Director of Cornerstone International Alliance, discusses what makes successful M&A advisors and how business owners should evaluate them. Nick shares insights from working with 165 M&A advisors who've closed $5.5 billion in deals over four years. He emphasizes the importance of relationship management, being a trusted advisor, and developing strong business development skills. The conversation also covers what business owners should look for when selecting an M&A advisor, including industry experience, track record, and communication skills. Finally, Ni...
2025-09-0436 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe Games That Buyers Play - Episode 100In this 100th episode of the M&A Mastermind podcast, host Nick Olsen interviews Verne Harnish, founder and CEO of Scaling Up, discussing the complexities of mergers and acquisitions (M&A). Harnish shares insights on the importance of having a skilled M&A advisor, common tactics used by buyers to negotiate lower prices, and the psychological games that can affect sellers. He emphasizes the need for business owners to prepare their companies for sale, the timing of selling, and the importance of documenting their legacy. The conversation also highlights the role of M&A advisors in negotiations and the...
2025-08-2843 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastBuilding a Championship Culture - Episode 99In this episode of the M&A Mastermind Podcast, we dive into the dynamic world of balancing multiple passions and career paths with our guest, Ben Utecht. From being a Super Bowl champion to a sought-after speaker and author, Ben shares his journey of thriving amidst chaos and the importance of loving what you do. Discover how he manages his diverse interests, the life lessons from sports, and the power of belief in achieving success. Tune in for insights into building a championship culture and the art of juggling multiple roles with grace and purpose. Key Takeaways:
2025-08-141h 03The M&A Mastermind Podcast
The M&A Mastermind PodcastFrom Business Brokerage to Big Deals - Episode 98In this episode of the M&A Mastermind podcast, host Nick Olsen sits down with Russell Cohen, the president of South Florida M&A Advisors, to explore his remarkable journey from business brokerage to mergers and acquisitions. Russell shares insights into the challenges and triumphs of rebranding, the importance of building a strong team, and the strategic shift to targeting larger deals. Discover how Russell's experience in the business brokerage world laid the foundation for his success in M&A and learn valuable lessons for anyone considering a similar transition. Tune in to hear about the pivotal...
2025-08-0734 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastGrowing Through Acquisition in the Lower Middle Market - Episode 97In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews David Miller, an international business coach and entrepreneur. David shares his journey from managing money in college to becoming a successful business owner and M&A advisor. He emphasizes the importance of understanding the 'magic' behind business growth, which includes intuition, creativity, and the alignment of values. David discusses the essential qualities that leaders need to possess for successful acquisitions and how to assess whether a company is ready for growth through acquisition. He also introduces his CapEx Flex methodology, aimed at simplifying the M&A...
2025-07-3136 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 96 - Why Sellers Need to Think Like a BuyerIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Bob Tankesley, an M&A advisor with extensive experience in the field. They discuss the importance of understanding buyer motivations, the need for sellers to adopt a buyer's mindset, and the various risk factors that can affect a transaction. Bob emphasizes the significance of preparation and building a strong advisory team to ensure a successful sale. He also shares insights from his book 'Exit Teams', which focuses on creating a supportive team for business owners looking to sell their companies. Takeaways Understanding buyer motivations...
2025-07-2442 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 95 - How AI can be your advantage in M&A TransactionsIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Jamin Arvig, an experienced entrepreneur and expert in e-commerce and AI. They discuss Jamin's journey in building successful e-commerce brands, the importance of valuation strategies in mergers and acquisitions, and how AI is transforming the M&A landscape. Jamin shares insights on breaking through growth ceilings, navigating supply chain challenges due to tariffs, and the future of AI in business. The conversation emphasizes the need for companies to adapt and leverage AI to enhance efficiency and drive value. Takeaways Jamin Arvig has been...
2025-07-1733 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 94 - Investing in Your SystemsIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Dru Morgan, managing director of Morgan Business Sales, who shares insights on the importance of investing in systems for business growth. Dru discusses the development of CIM-Pro, a proprietary platform designed to streamline M&A processes, enhance security, and improve engagement with clients. He emphasizes the need for businesses to adapt to technological advancements and the significance of open-mindedness in leadership. The conversation highlights real-world examples of how effective systems can lead to increased efficiency and success in the M&A industry. Takeaways ...
2025-07-1026 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast – Episode 93 – Navigating SaaS M&A: Pitfalls & Best PracticesIn this episode, Nick Olsen interviews Anthony Nitsos, a seasoned expert in the SaaS industry and fractional CFO. They discuss the unique financial metrics that are critical for SaaS companies, the role of a CFO in preparing for M&A, and the importance of due diligence. Anthony shares real-world examples of challenges faced during M&A transactions and emphasizes the need for accurate financial reporting and customer retention strategies. The conversation also touches on industry trends, valuation considerations, and the significance of HR practices in the M&A process. Takeaways SaaS companies must focus on key...
2025-07-0341 minThe Actor Factor
The Actor FactorEpisode #106 Actor Nick OlsenBrad & Diego have rising star Nick Olsen in the booth discussing the way to carve your own path in todays' industry!Like our Podcast? Wanna Support with a Donation of any size?venmo - @BradAshtenWe thank you for your patronage & Keeping the arts alive!#actor #actress #director #producer #sound #lights #camera #action #directorofphotography #artists #musicians #hair #makeup #wardrobe #casting #castingdirector #models #stars #celebrities #music #performers #tv #film #radio #television #indiefilms #scripts #deadcelebs #toys #art #awards...
2025-06-3041 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 92 - Unveiling Value Creation MisconceptionsThe M&A Mastermind Podcast – Episode 92 – Unveiling Value Creation Misconceptions In this conversation, Jayne McQuillan discusses the misconceptions surrounding value creation in M&A, emphasizing the importance of preparation and understanding both financial and emotional drivers. She highlights the metrics that improve through value creation, the handling of unsolicited offers, and the critical role of leadership and culture in making a business attractive to buyers. The discussion also covers the necessity of partnerships in the value creation process and the collaborative approach needed in M&A. Takeaways Value creation is more than just boosting EBIT...
2025-06-2622 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 91 - Navigating E&O Insurance in M&A TransactionsIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Javier Gonzalez, a partner and executive vice president of sales at Access Insurance Services. They discuss the importance of Errors and Omissions (E&O) insurance for M&A advisors, particularly in the lower middle market. Javi explains common misconceptions about E&O insurance, key components of policies, must-haves for M&A advisory firms, and the risks and exposures they face. He shares real-life examples of how E&O insurance can protect firms from significant financial losses and highlights common mistakes made during the purchasing process. The conversation...
2025-06-1936 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast – Episode 89 - Integrating Holistic Wellness & Strategic Planning for your ClientsIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Monica Garcia Duggal, a financial expert who emphasizes a holistic approach to business and personal finance. Monica shares her entrepreneurial journey, the importance of breath work in decision-making, and strategies for scaling businesses. She introduces her BITES method, which provides a framework for financial management and sustainable freedom. The conversation also touches on preparing clients for negotiations and the significance of maintaining balance in life and business. Takeaways A holistic approach to business considers all aspects of a company. Breath work can significantly improve...
2025-06-0538 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 88 - The Anatomy of a Deal & How Buy Side is DifferentIn this conversation, Nick Olsen and Bill Loftis discuss the intricacies of mergers and acquisitions (M&A), focusing on the journey of Blue River, the anatomy of a deal, and the importance of trust and education in the transaction process. Loftis shares insights on the seven stages of a transaction, the challenges faced by sellers, and the contrasting dynamics of the buy side. The discussion emphasizes the need for business owners to understand the complexities of selling their companies and the role of intermediaries in facilitating successful transactions. Takeaways • Understanding the anatomy of a deal is...
2025-05-2955 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 87 - How Analysts Impact M&A DealsIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Justin Thimmesch, an associate at Cornerstone Business Services. They discuss the critical role of an analyst in M&A transactions, covering responsibilities such as valuation, client interaction, and the daily life of an analyst. Justin shares insights on building relationships with clients, managing high-pressure situations, and the skills necessary for success in the field. The conversation also touches on the evolving role of analysts in the face of technological advancements, including AI, and Justin's personal career aspirations within the M&A industry. Takeaways
2025-05-2235 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 86 - Understanding the Letter of IntentThe M&A Mastermind Podcast – Episode 86 -  Letter of Intent In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Al Statz, a partner at Exit Strategies Group, to discuss the critical role of the Letter of Intent (LOI) in mergers and acquisitions. Al shares insights on the components of an LOI, the importance of terms beyond just the purchase price, and the value of having multiple LOIs to enhance negotiating leverage. He also outlines common deal terms, negotiation strategies, and current trends in the M&A landscape, emphasizing the need for careful consideration and...
2025-05-1546 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast – Episode 85 - It's Not All About the MoneyIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Matt Dean, founder of Scare the Bear Capital. They discuss the unique aspects of the government contracting (GovCon) market, the investment strategies employed by Scare the Bear, and how they help small businesses grow through non-controlling investments and advisory support. Matt shares insights on the importance of filling gaps in business operations and the role of strategic connections in facilitating growth. The conversation also touches on the current state of the GovCon industry and offers key takeaways for M&A advisors. Takeaways Scare...
2025-05-0835 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 84 - How the Military Helped Shape my M&A SuccessIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews John Phillips, a veteran and M&A firm owner, who shares his unique journey from military service to the world of mergers and acquisitions. John discusses how his military background has shaped his leadership style, the importance of building resilient businesses, and the critical role of team dynamics and culture in M&A. He also offers valuable insights on negotiation under pressure and provides advice for veterans considering entrepreneurship. Some Key Takeaways Include: John's military background has been instrumental in his approach to...
2025-05-0138 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 83 - Tips on Screening BuyersIn this episode of the M&A Mastermind podcast, host Nick Olsen welcomes back Rob Margeton to discuss the intricacies of screening buyers in M&A transactions. They explore various buyer types, including search funders, independent sponsors, private equity, and family offices, and how each impacts the deal structure. Rob shares strategies for effectively screening buyers, the importance of the LOI process, and how to manage client expectations throughout the transaction. The conversation emphasizes the need for thorough research, communication, and understanding the emotional aspects of selling a business. Some Key takeaways include: Screening buyers is...
2025-04-2435 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast – Episode 82 – How Individual Buyers Can Stand OutIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Will Fry, the founder and CEO of MainShares, a platform dedicated to supporting individuals in acquiring and operating small businesses. The conversation explores the mission of MainShares, the challenges faced by business owners during transitions, and the importance of training and preparing buyers for success. Will discusses the capital markets aspect of the business, the types of buyers they work with, and the significance of individual buyers in maintaining a vibrant small business economy. The episode also touches on industry focus, economic challenges such as tariffs, and...
2025-04-1629 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast – Episode 81 – Tariffs, Research & M&ASummary In this episode of the M&A Mastermind Podcast, host Nick Olsen discusses the importance of industry research with guests Matt Murphy and William Curtis from IBIS World. They explore how IBIS World provides comprehensive reports on over 1400 industries, focusing on current trends, financial ratios, and the impact of tariffs on various sectors. The conversation delves into the methodology behind IBISWorld's research, the effects of tariffs on the economy, and how M&A advisors can utilize this information to make informed decisions for their clients. The episode also highlights the importance of staying updated with timely...
2025-04-1036 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 80 - The Importance of Connection & AlliancesIn this episode of the M&A Mastermind Podcast, Nick Olsen interviews Tony Szczepaniak, CEO of LEA Global, an international accounting association. They discuss the mission of LEA Global, which focuses on creating opportunities for member firms through collaboration and strategic alliances. The conversation highlights the importance of building trust and relationships, leveraging global partnerships for client success, and preparing clients for business exits. They also explore the role of education in enhancing service provider relationships and the potential for growth in the accounting sector through collaboration. Some key takeaways include: • LEA Global is...
2025-04-0340 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 79 - Economic & Financial Trends in FranceIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Laurent Mouflin, a partner at Pax Corporate Finance in Paris. They discuss the current economic and financial trends in France, including the country's position as a leading destination for foreign investment despite its complex political landscape. The conversation covers the impact of interest rates, the sectors that are thriving or struggling, and the importance of ESG regulations in corporate finance. Looking ahead, they anticipate a positive outlook for M&A activities in 2025, driven by a strong pipeline and strategic networking efforts. Tune in now and...
2025-03-2721 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 78 - The Essential Role of Net Working Capital in M&AIn this episode of the M&A Mastermind podcast, Nick Olsen and Sharon Heaton delve into the critical topic of net working capital in mergers and acquisitions. Sharon, with her extensive experience in the M&A industry, explains the importance of net working capital as the liquidity that keeps the business operational. The conversation covers how net working capital impacts deal structures, the challenges of revenue recognition, and the adjustments needed for companies experiencing growth or decline. They also discuss post-transaction considerations, emerging trends in M&A, and provide valuable tips for advisors to navigate networking capital...
2025-03-2026 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 77 - Asset ProtectionIn this episode of the M&A Mastermind Podcast, Nick Olsen and Joe Strazzeri delve into the critical topic of asset protection within the context of mergers and acquisitions. They discuss the importance of integrating asset protection strategies into advanced planning, emphasizing that business owners must consider not just the gross sale price of their assets, but also the net cash flow and potential liabilities that could arise post-sale. Joe outlines various asset protection strategies, including the use of different legal structures, insurance, and trusts, while also addressing the potential risks from creditors and the importance of proactive planning...
2025-03-1330 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 76 - AI in FinanceIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Johan Cederqvist, co-founder of Grasp AI, a company focused on automating workflows in investment banking and finance. Johan shares insights into the challenges faced by investment bankers, the innovative solutions provided by Grasp AI, and the transformative impact of AI on the financial industry. The conversation covers the global reach of Grasp AI, its unique approach to data analysis, and the future of AI in enhancing productivity and decision-making in finance. Tune in now and elevate your understanding of M&A dynamics with the...
2025-03-0630 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 75 - How are changes in Washington affecting M&AIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Sharon Heaton, a seasoned expert in M&A and government contracting. They discuss the significant changes in Washington and their implications for M&A activities, including the impact of tariffs, financing challenges, and the overall uncertainty in the market. Sharon shares insights on historical parallels with past administrations, real-world deal impacts, and the evolving landscape of M&A amidst these changes. The conversation highlights both the challenges and opportunities that lie ahead for buyers and sellers in the M&A space. Tune in...
2025-02-2728 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 74 - Pre-transition Tax PlanningIn this episode of the M&A Mastermind podcast, Nick Olsen speaks with Joel Redmond, managing director for family wealth consulting at Key Private Bank, about the critical importance of pre-transaction tax planning for business owners. They discuss the significant tax implications that can arise during business transitions, the optimal timing for tax planning, and the impact of entity structure on taxation. Joel outlines the four cornerstones of tax reduction strategies and emphasizes the need for thorough entity structure analysis to maximize tax benefits. The conversation highlights the complexities of tax planning and the necessity for business...
2025-02-2051 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 73 - Timing, Combining, and SequencingIn this episode of the M&A Mastermind podcast, Joe Strazzeri discusses advanced planning strategies for business owners, focusing on the importance of timing, combining, and sequencing various strategies to achieve financial goals. He outlines the eight key goals that business owners should consider, including maintaining control, ensuring lifestyle, and protecting against taxes and lawsuits. Joe emphasizes the need for integrated planning and the importance of working with knowledgeable professionals to navigate complex financial landscapes. He also shares insights on common and lesser-known strategies, as well as educational resources available for advisors. Tune in now...
2025-02-1326 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 72 - The Impending 'Silver Tsunami'In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Jim Urban, an expert in exit and succession planning. Jim shares his journey from wealth advisor to specializing in helping privately owned businesses, particularly family businesses, navigate the complexities of exit planning. He discusses the importance of aligning personal wealth with business value, the unique processes he employs, and the critical need for robust continuity plans. The conversation also touches on the impending 'silver tsunami' of baby boomer business owners looking to exit, the significance of cultural fit in business sales, and the current...
2025-02-0639 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 71 - The intricacies of growing a business & preparing for the saleIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Colin Bowman, a partner and VP at Cultivate Advisors. They discuss the intricacies of growing a business, preparing it for sale, and the importance of increasing enterprise value. Colin shares his journey from the franchise world to advising small businesses, emphasizing the need for a solid business plan and the role of M&A advisors in the selling process. The conversation highlights the collaborative nature of business advisory services and the significance of emotional readiness for business owners considering a sale. Tune in...
2025-01-3030 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 70 - Buyer's Insurance & Risk Management Due DilligenceIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Maloney, CEO of Strategic M&A Advisors, discussing the critical role of insurance and risk management in mergers and acquisitions. They explore how sellers can prepare for buyer due diligence, the importance of professional advisors, and real-life case studies that highlight the impact of risk management on M&A transactions.  The conversation emphasizes the need for sellers to understand the due diligence process and the value of surrounding themselves with knowledgeable advisors to enhance their business's valuation and readiness for sale. T...
2025-01-2333 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 69 - Advanced Tax Planning OverviewIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Joe Strazzeri, a tax attorney and expert in advanced tax planning for business owners. Joe shares his background, the importance of tax planning, and the four motives that drive business owners. He emphasizes the need for early conversations about tax planning, the timing of strategies, and shares real-life success stories of clients who benefited from proper planning. The discussion also covers the role of M&A advisors, and the various brands and programs Joe offers to help advisors and business owners navigate the complexities of tax...
2025-01-1632 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 68 - Creating a Referral NetworkIn this episode of the M&A Mastermind podcast, host Nick Olsen and guest Jim Cumbee discuss the critical role of referral networks in business development. They explore how referrals are often taken for granted, the importance of building relationships and credibility, and the use of content as a tool for connection. Jim shares personal anecdotes that highlight the serendipitous nature of referrals and emphasizes the need for professionalism and trust in these relationships. In this conversation, Jim Cumbee and Nick Olsen explore the intricacies of building and managing referral networks in professional services. They discuss the...
2025-01-0947 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 65 - Virtual Data RoomsIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Brinson, CEO of CapLinked, a virtual data room platform. They discuss the evolution and importance of virtual data rooms in M&A transactions, highlighting key features, security measures, and the support provided to clients. Greg emphasizes the need for a sophisticated data room to protect sensitive information and streamline the transaction process, while also hinting at future developments including AI integration. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks...
2024-12-1928 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 64 - Insights into the software industryIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Shaunna Balady, a member of Cornerstone International Alliance, who specializes in the software industry. Shaunna shares her extensive experience in M&A, emphasizing the importance of operational expertise, philanthropy, and emotional intelligence in transactions. She discusses the evolving landscape of software M&A, the significance of relationships in client acquisition, and the future trends in the industry. Shaunna also highlights the critical role of people in software companies and the need for retention strategies during transitions. The conversation concludes with insights on how to...
2024-12-1237 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 63 - Scaling a Successful BusinessIn this episode of the M&A Mastermind podcast, Adam Kroener, co-founder of Carbliss, shares the journey of creating a successful zero-carb, zero-sugar cocktail brand. From the initial inspiration rooted in a keto lifestyle to the challenges of differentiating in a crowded beverage market, Adam discusses the importance of building a strong team, strategic hiring, and maintaining a company culture that fosters growth. He also outlines the company's impressive growth trajectory and plans for future expansion while emphasizing the value of self-funding and strategic independence in business. In this conversation, Adam shares his journey as an entrepreneur...
2024-12-0548 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 62 - Scale the Business Then Sell the BusinessIn this episode of the M&A Mastermind Podcast, Jonathan Baker discusses his journey in the marketing services industry and the evolution of his firm, Punctuation. He shares insights on the importance of industry focus, the transition from business owner to M&A advisor, and the strategies for helping clients grow and prepare for exit. Jonathan emphasizes the need for business owners to treat their firms as businesses, develop lead generation plans, and work on their business rather than in it. He also reflects on the challenges and nuances of the M&A process, the importance of...
2024-11-2736 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 61 - Demystifying Search Funds & Acquisition EntrepreneursIn this episode of the M&A Mastermind podcast, Nick Olsen interviews Andrew Hoffman, founder of the Search Fund Coalition. They discuss the concept of search funds, the evolution of acquisition entrepreneurship, and the importance of community support for entrepreneurs. Andrew shares insights on the different types of acquisition entrepreneurs, funding sources, deal structures, and the long-term goals of those looking to acquire and operate businesses. The conversation highlights the growing interest in acquisition entrepreneurship and the resources available to support aspiring entrepreneurs in their journey. Tune in now and elevate your understanding of M...
2024-11-2131 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 60 - Industry Specialization & the outdoor recreation industryIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Bryce DeGroot, managing director and partner of an M&A firm specializing in outdoor recreation and lifestyle companies. Bryce shares his journey into the M&A business, the importance of industry specialization, and how it provides a competitive edge. He discusses the significance of relationships in deal origination, the risks associated with focusing on a single industry, and the value of organic growth through referrals. The conversation also touches on marketing strategies and the importance of nurturing long-term relationships with clients. In this conversation...
2024-11-1449 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 59 - Predictable ReferralsIn this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Mike Garrison, founder of the Strategic Referral Team, about the significance of predictable referrals in the M&A industry. They discuss the challenges faced by M&A advisors in obtaining referrals, the importance of being interesting and authentic in marketing, and how personal passions can enhance business connections. Mike emphasizes the need for continuous self-development and the role of effective communication in building strong client relationships. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable...
2024-11-0745 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A mastermind Podcast - Episode 58 - Persevering Through AdversityIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude.  Matt shares his insights on defining success, living authentically, and the necessity of embracing discomfort in the pursuit of personal and professional growth. In this engaging conversation, Matt LeBris shares insights on resilience, personal branding, and the importance of perspective in overcoming l...
2024-10-3149 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 57 - Importance of "family office" servicesIn this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Bentley Blackmon, founder and CEO of Navitor Wealth, about the critical role of wealth advisors in the M&A process. They discuss the importance of family office services, the timing of exit conversations, and the necessity of pre-transaction planning. Bentley emphasizes the value of conducting thorough financial analyses and tax considerations for clients post-sale. The conversation also touches on the dynamics of family wealth management and the challenges faced during the post-transaction phase. Overall, the episode highlights the need for strategic planning and...
2024-10-2437 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 55 - Boldness Can Be Learned, Faster Than You Think!In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Fred Joyal, a marketing expert and author of 'Super Bold'. Fred shares his journey from co-founding 1-800-DENTIST to becoming a boldness advocate. He discusses the importance of boldness in entrepreneurship, how to develop it as a skill, and the significance of building relationships without an agenda. The conversation also touches on the role of boldness in M&A negotiations and offers practical advice for listeners looking to enhance their boldness in both personal and professional settings. Tune in now and elevate your understanding...
2024-10-1737 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 56 - Alignment Between Advisor and ClientsIn this episode of the M&A Mastermind podcast, Matt Gilbert, a founding partner of Gap Transaction Advisors, shares his extensive experience in the M&A industry. He discusses the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Matt emphasizes the need for a thorough discovery phase to understand client readiness and expectations, the significance of trust and communication throughout the process, and the strategies for managing client relationships effectively. He also highlights the importance of monitoring progress and achieving goals to ensure successful...
2024-10-1749 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 54 - Selling a manufacturing company; from a buyer & advisorIn this episode of the M&A Mastermind podcast, Nick Olsen interviews John Dalton and John Howe about their experiences in the manufacturing industry and the process of buying and selling manufacturing companies. They discuss the importance of research and understanding the niche market, as well as the need for empathy and collaboration with the seller and management team. They also highlight the value of creating a strong company culture and investing in the growth and development of the employees. The conversation showcases the unique approach of IDI (Industrial Device Investments) in acquiring and building long-term, successful industrial product...
2024-10-0357 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 53 - Data-driven insights focusing on PE trendsIn this episode of the M&A Mastermind podcast, host Nick Olsen welcomes back Andy Jones from Private Equity Info. They discuss the evolution of M&A, focusing on data-driven insights, transaction volumes, deal sizes, and the impact of government policy on the private equity landscape. Andy shares valuable statistics and trends, including the shift towards add-on investments and the implications of longer holding periods for private equity firms. The conversation highlights the importance of understanding market dynamics and adapting strategies accordingly. Tune in now and elevate your understanding of M&A dynamics with the podcast that...
2024-09-2633 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 52 - The Importance of People & Teams in a TransitionIn this conversation, Nick Olsen and Ryan Holder discuss the importance of people in the sale of a business. They emphasize that the value of a company lies in its management team and employees. Buyers, especially private equity groups, look for companies with strong management teams that can continue to run the business successfully. The conversation highlights the need for business owners to build value through their employees and prepare their company for a sale by transitioning knowledge, relationships, and responsibilities to the management team. It also emphasizes the importance of effective communication with employees during the sale process.
2024-09-1950 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 51 - Reps and Warranties and Why You Need to Know About ItIn this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Patrick Stroth, a national practice leader for M&A at Liberty Company Insurance Brokerage. They discuss the importance of reps and warranties in M&A deals and how it can benefit both buyers and sellers. Patrick explains that reps and warranties are disclosures made by the seller to the buyer about the condition and value of the company being sold. If any of these disclosures are inaccurate and result in financial loss for the buyer, the buyer can seek compensation from the seller. Patrick...
2024-09-1237 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 50 - The Importance of Hiring the Right PeopleIn this episode, Nick Olsen interviews Scott Bushkie, the founder of Cornerstone International Alliance, about what makes a good M&A advisor and the importance of hiring the right people. Scott shares his experience of starting Cornerstone and the challenges he faced in hiring the right team. He emphasizes the importance of building trust with clients and having a team with the right mindset and skillsets. Scott also discusses the benefits of using behavioral science in the hiring process and how it has helped his firm. Overall, the conversation highlights the significance of hiring the right advisors and the...
2024-09-0544 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 49 - How and When to Sell a Technology CompanyMichael Klumpp, a member of Cornerstone International Alliance, discusses the importance of having a strong footprint in the US for technology companies looking to sell. He emphasizes the need for timing in the technology sector and advises potential sellers to look for market activity and growth rates when considering a sale. Klumpp also shares insights on finding the best buyer, deal structures in the IT space, and the challenges of selling a company with high customer concentration. He highlights the importance of having clients and a mix of profitability and growth to attract buyers. Tune in now...
2024-08-2937 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 48 - Humanity & Deal MakingIn this episode, host Nick Olsen sits down with Sharon Heaton as she discusses the art of successful M&A transactions and the importance of understanding the human side of deal making. She emphasizes that M&A is not just about the numbers, but also about the emotional attachment and life transition for the seller. Sharon highlights the need for M&A advisors to address the fear and uncertainty that sellers experience and to provide guidance and support throughout the process. She also emphasizes the importance of choosing buyers who have emotional intelligence and respect for the...
2024-08-2233 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 47 - Increasing Fragmentation in the Middle MarketIn this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Andrew Perlmutter, founder of PE Marketplace, discusses the platform he created to facilitate transactions in the lower middle market. The platform aims to connect buyers and sellers in the 1 to 50 million enterprise value range. Perlmutter explains that the increased emergence of private buyers in the M&A space is driven by factors such as population demographics and the growth of family offices and independent sponsors. PE Marketplace helps M&A advisors by pre-vetting buyers and providing a standardized teaser process, making it easier to...
2024-08-1532 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 46 - Planning for Long-Term Value CreationIn this enlightening episode of the M&A Mastermind podcast, host Nick Olsen engages with Mike Mensch, CEO and founding partner of Agency Brokerage Consultants, to delve into the crucial topic of value creation in M&A. Mike emphasizes the significance of a value creation mindset, advocating for business owners to consistently focus on enhancing their company's worth. The discussion covers the key motivators driving business owners and the common challenges they encounter while striving for growth. Listeners will gain insights into the four pillars of value creation—strategy, systems, culture, and finances. Mike provides pr...
2024-08-0845 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 45 - Thesis Approach to Personal RelationshipsIn this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Stu Noel, the Director of Business Development at Compass Group. Together, they explore the pivotal role of relationship-building in the M&A industry. Stu shares Compass Group's thesis-driven strategy for identifying promising investment opportunities and stresses the importance of collaboration, transparency, and open communication in forging successful partnerships. Listeners will gain valuable insights into aligning seller's goals with post-close plans and the critical role intermediaries play in the deal-making process. Tune in to learn about the nuances of trust and rapport that can make...
2024-08-0138 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 44 - Scaling Up for a Successful Business ExitIn this episode of The M&A Mastermind Podcast, host Nick Olsen sits down with Patrick Burke, a certified Petra coach, to explore the intricacies of the M&A space and the essential steps for business owners preparing for a successful exit. Patrick brings a wealth of knowledge with his background in psychology, law, finance, investment banking, and even owning restaurants. Patrick dives into how Petra coaches help business owners reduce owner dependency and establish a solid foundation for scaling their businesses. He underscores the importance of preparing for a sale, managing the associated fears, and maintaining...
2024-07-2544 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 43 - Expanding Your Network: Key Bank Contacts for M&A AdvisorsIn this episode, Ned Miller and Jim Huerth dive into the strategic approaches M&A advisors can use to leverage the banking world for client acquisition and collaboration. They share insights on how to build strong, value-driven relationships with bankers. Discover the keys to successful networking, including focusing on bankers' needs, providing valuable education and insights, and understanding their target market. Miller and Huerth discuss the power of referrals and the crucial role M&A advisors play in connecting bankers with the right clients. Learn how to position yourself as an asset, not a threat, and build...
2024-07-1848 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 42 - Who Are the Influencers in Your Life?In this week’s episode, join host Nick Olsen as he sits down with Joe Blackburn, founder of Lion’s Eye Coaching as they dive deep into the importance of influencers in our lives. Discover how cultivating strong, authentic relationships with both traditional and non-traditional influencers can catapult your M&A strategies to new heights. Joe introduces the concept of "pillars"—those ideal clients who not only provide exceptional service but also pay optimally. He underscores the crucial elements of likeability, active listening, and the power of unsolicited referrals in fostering these invaluable connections. Blackburn shares his expert...
2024-07-1149 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 41 - Transparency and UglinessIn this week’s episode, join host Nick Olsen as he sits down with Nick McLean, Co-Founder of Four Pillars Investors as they discuss the importance of transparency in the M&A process. Nick reveals how honesty and openness can transform the dynamic between buyers and sellers. Nick shares compelling stories from his own experiences, illustrating how transparent practices build trust, set realistic expectations, and foster positive relationships. He doesn't shy away from the tough conversations, highlighting why M&A advisors must be candid with their clients—even when delivering unwelcome news. Tune in now and...
2024-07-0342 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastM&A Mastermind Podcast - Episode 40 - Factors to Consider When Advising a client to Sell Now or WaitIn this week’s episode, join host Nick Olsen as he sits down with Kyle Griffith, Managing Partner of The NYBB Group as they discuss factors to consider when deciding if it’s the right time for a business owner to sell their company. Together, they delve into the crucial factors business owners need to weigh when making this big decision. Kyle and Nick explore a comprehensive range of internal factors, such as cash flow, growth strategy, key management teams, profitability, customer concentration, and predictable revenue. They also examine external influences like market conditions, industry trends, the econ...
2024-06-2847 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 39 - How to Catalyze Your Company to Appeal to BuyersIn this week’s episode, join host Nick Olsen as he sits down with Trever Acers, Managing Director of Objective Investment Banking and Valuation for an enlightening deep dive into the world of mergers and acquisitions. Acers unveils a unique client-centric approach that sets the stage for successful deals. Discover the spectrum of tactics to captivate buyers and the art of nurturing long-term relationships with business owners. Trever shares his expert knowledge on proactive strategies and maintaining confidentiality, shedding light on the crucial role of post-acquisition economics in determining purchase prices. This conversation unpacks the complexities of M...
2024-06-2052 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 38 - Sell Side Reps & Warranty InsuranceIn this week’s installment, join host Nick Olsen as he sits down with Rob Margeton, Co-Founder of Ryco Advisors as they delve into the dynamic world of M&A transactions and unveil the game-changing benefits of sell-side reps and warranty insurance policies. Unlock the secrets of how these policies, steeped in historical significance, revolutionize deal timelines and empower sellers to navigate the complex landscape of negotiations with confidence and finesse. Rob sheds light on the strategic advantages, unravels the mysteries surrounding policy costs and the application process, and unveils the transformative impact on deal ne...
2024-06-1330 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 37 - What are the Components of a Perfect Acquisition?In this episode Nick Olsen sits down with Ben Mackay from Evolve Capital. Together, they discuss the essence of the perfect business or opportunity in the M&A landscape. Unraveling the complexities of acquisitions, they uncover the key attributes and components that transform a business into the holy grail of acquisition targets.   Some of the key takeaways of this episode include: The importance of relationships in the M&A industry Key attributes and components that make a business an ideal acquisition target The significance of trust and effective communication in the deal process  ...
2024-06-0635 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 36 - M&A Market Update Q1 2024In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Bob Dunn from GF Data about the latest trends in lower and middle market M&A. They discuss the GF Data reports, which provide valuation information across different transaction sizes and industries. Some key takeaways from the conversation are: 1) Deal volume is recovering, with a significant increase expected in the coming quarters, driven by private equity exits. 2) Interest rates are stabilizing, which is positive for the market. 3) Manufacturing has been hit hard on the debt side, while business...
2024-05-3033 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 35 - Sale Leasebacks in M&AIn this episode of the M&A Mastermind podcast, host Nick Olsen interviews Dan Andrews, the managing partner and CEO of Tempus Realty Partners, about sale leasebacks in M&A transactions. They discuss the benefits and considerations of sale leasebacks, the timing and planning involved, and the potential tax advantages. Andrews emphasizes the importance of understanding the real estate involved in a transaction and determining if a sale leaseback is a good fit. He also highlights the limited pool of buyers for sale leasebacks and the need for proper due diligence and financing. Overall, the episode provides valuable insights...
2024-05-1639 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 33 - All things buy sideIn this episode of the M&A Mastermind Podcast, Nick Olsen interviews Bobby Lewis, a partner at Business Acquisition and Merger Associates (BAMA), about the challenges and benefits of the buy side of M&A. Bobby shares insights on the importance of being a hunter and having strong sales and marketing skills in the buy side practice. He also emphasizes the need for a dedicated team and efficient tools to be successful in the buy side. Bobby discusses the importance of building relationships with private equity groups and leveraging existing networks to find good buyers. He also highlights the...
2024-05-0235 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 32 - Two Critical Business Decisions you Need to Get RightIn this episode of the True North M&A podcast, host Nick Olsen sits down with Don Montgomery, founder of True North M&A, to explore the critical roles and characteristics necessary for taking a company to the next level. Drawing from his 10 years of experience, Don shares insights into the role of a "hunter" in business development, emphasizing qualities such as integrity, adaptability, and empathy. As they delve deeper into the discussion, Don reveals the importance of cultural fit and trustworthiness when selecting clients for M&A transactions. He highlights the significance of honesty, realism, and...
2024-04-1843 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 31 - Utilizing Business Assessments for Client AcquisitionIn this episode of the M&A Mastermind Podcast, Nick Olsen interviews Ryan Buist, a partner at Portage M&A Advisory, about the importance of business valuations in the M&A process. They discuss how valuations can help business owners plan for retirement, involve trusted advisors in the process, and ensure a smooth sale. Buist emphasizes the need for early valuations to allow for tax planning and value enhancement strategies. He also highlights the importance of building trust with clients and referral sources, and the role of valuations in qualifying leads. The episode concludes with a discussion on nurturing clients...
2024-04-1230 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 30 - Are Projections Necessary?Welcome to another enlightening episode of the M&A Mastermind Podcast, your ultimate destination for navigating the latest industry trends and strategies to elevate your M&A practice. I'm your host, Nick Olsen, Managing Director of Cornerstone International Alliance, the premier international alliance of M&A firms specializing in the lower middle market. In this episode, we're joined by a true mastermind in the world of M&A, Teddy Saltzstein, Partner at Six Pillars Partners based in Dallas. Teddy brings a wealth of experience to the table, having transitioned from Deloitte to private equity and even stepping...
2024-03-2831 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 29 - The Importance of NetworkingIn this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Mark Stephenson, President and Co-founder of Cube Business Media, to explore the intricate world of M&A events, conferences, and trade shows. With over 30 years of experience in the industry, Mark shares invaluable insights into the dynamics of networking and strategic planning within the M&A landscape. From his journey in the events and trade show business to founding Cube Business Media in 2015, Mark provides a firsthand account of the evolution of M&A events and the strategies that have propelled his...
2024-03-2141 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 28 - Increasing your effectiveness with business ownersWelcome to The M&A Mastermind Podcast, where industry expert Nick Olsen engages in an illuminating discussion with Dr. Allie Taylor, a leading authority in business psychology. In Episode 28, listeners are treated to a deep dive into the art of client engagement and communication, as Dr. Taylor shares her invaluable insights on understanding and connecting with business owners on a profound level. As the conversation unfolds, Dr. Taylor and Nick explore practical strategies for advisors to navigate client interactions with empathy, authenticity, and effectiveness. They delve into the importance of self-awareness and emotional regulation, urging advisors to...
2024-03-1440 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 27 - Goodwill: What is it and how will it affect my deal?Welcome back to another enlightening episode of the M&A Mastermind Podcast, your go-to resource for exploring the intricacies of mergers and acquisitions. In this episode, host Nick Olson welcomes Bob McCormack, founder of Murphy McCormick Capital Advisors, for an in-depth discussion on the complexities of goodwill in M&A transactions. Together, Nick and Bob dissect the concept of goodwill, delving beyond tangible assets to uncover its true significance in company valuations. Drawing from Bob's extensive expertise, they explore how factors such as brand reputation, processes, technologies, and management teams contribute to the creation and assessment of...
2024-03-0729 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 26 - When might an ESOP be an optionJoin host Nick Olsen as he delves into the world of ESOPs (Employee Stock Ownership Plans) with expert Jeremy Huish, Vice President at Corporate Transition Consulting. In this insightful episode, Jeremy shares his vast experience and knowledge, offering invaluable insights into how ESOPs can be an option in the realm of M&A (Mergers and Acquisitions). Discover the nuances of ESOP implementation, its benefits, and why it's a viable alternative for businesses considering succession planning or seeking innovative exit strategies. From tax advantages to employee ownership, Jeremy breaks down the complexities of ESOPs in a digestible format...
2024-02-2931 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 25 - Mastering Attention Management for M&A SuccessIn this episode of the M&A Mastermind podcast, host Nick Olsen engages in a deep dive with Maura Thomas, an expert in productivity and attention management. Maura, a pioneer in the concept of attention management, shares insights into her revolutionary approach to productivity and work-life balance. Nick and Maura explore the challenges faced by M&A advisors in a world filled with distractions and constant demands for attention. Maura emphasizes the importance of shifting from traditional time management to attention management, highlighting how attention is the key to unlocking productivity and achieving significant results. ...
2024-02-2233 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 24 - Mastering M&A Strategies with Peter Lehrman on AxialJoin Nick Olsen, host of the M&A Mastermind Podcast, as he delves into the world of mergers and acquisitions with Peter Lehrman, CEO and founder of Axial. In this insightful episode, they explore key strategies and industry insights to help elevate your M&A practice. Here's what you'll learn: Introduction to Axial: Discover the largest online platform for M&A deal sourcing and marketing, founded over a decade ago by Peter Lehrman, a Stanford University Business School graduate. The Importance of Conversations: Learn why meaningful conversations are integral to Axial's approach, facilitating interactions between...
2024-02-1547 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 23 - Having Access to the Right Buyer InformationIn this episode of The M&A Mastermind Podcast, host Nick Olsen and mastermind Andy Jones dive deep into the world of mergers and acquisitions, offering valuable insights and strategies for navigating the ever-changing landscape. Drawing from his extensive experience in the industry, Andy discusses key topics such as data integrity, relationship building, deal flow management, and industry trends. Nick and Andy begin by focusing on the importance of reliable data in M&A transactions, highlighting the role of accurate information in pitching to potential buyers. They delve into the functionality of Andy's platform, which helps users...
2024-02-0937 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 22 - Navigating a Cross-Border M&A DealJoin host Nick Olsen on the M&A Mastermind Podcast as he delves into the world of cross-border mergers and acquisitions with special guest Jeff MacKenzie, partner at Confederation M&A. In this episode, Jeff shares insights from his recent experience leading a cross-border deal for Confederation M&A, offering a behind-the-scenes look at the challenges and opportunities encountered along the way. Discover how relationships and referrals played a pivotal role in connecting a Canadian firm with a European company seeking strategic growth partners. From initial prospecting to building trust across continents, Jeff provides valuable lessons on...
2024-02-0246 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 21 - M&A Trends in the Canadian MarketJoin us in this insightful episode as Nick Olsen engages Trisha Mossey, an M&A expert from Confederation M&A, in a deep dive into the Canadian M&A landscape. Travel back to the highlights of 2023, where Confed M&A experienced its busiest year, closing 17 deals. Trisha shares her perspective on the bustling Canadian market, contrary to some industry reports suggesting a slowdown. As they transition into discussing the current state and future trends for 2024, discover the factors influencing the M&A scene in Canada. Trisha sheds light on the significant impact of the mass retirement of...
2024-01-2639 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 20 - The Difference Between Valuation & AssessmentThe M&A Mastermind Podcast is a deep dive into the world of mergers and acquisitions, led by Nick Olsen with guest Joe Orlando. In this episode, they explore the differences between a valuation and a business assessment, drawing from Joe's rich background in business valuations. The conversation delves into Joe's journey into the profession, starting with his experience in investment banking and gradually transitioning into fundamental valuation. He shares insights from his time in the industry, working with various firms and eventually joining Exit Strategies Group. Nick and Joe discuss the unique structure of...
2024-01-1839 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 19 - The Unsolicited OfferWelcome to a captivating episode of The M&A Mastermind Podcast, where Nick Olsen, Managing Director of Cornerstone International Alliance, hosts Craig Castelli, founder of Caber Hill Advisors. In this riveting conversation, Craig unveils the intricacies of unsolicited offers, drawing from his wealth of experience in sales, business development, and the world of mergers and acquisitions. As Nick and Craig delve into the episode, you'll discover the fascinating journey of Craig, a Chicago-based M&A expert with a focus on healthcare, facility services, business services, and food and beverage. Listeners are in for a treat...
2024-01-1846 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 18 - Navigating M&A and the HolidaysIn this episode of The M&A Mastermind Podcast, host Nick Olsen sits down with Deborah Agrafojo, a seasoned M&A professional, to discuss the intricacies of managing M&A deals during the busy holiday season. Deborah shares her journey into the world of M&A, emphasizing the importance of structuring deals at various stages for optimal efficiency. The conversation delves into the challenges and successes of managing multiple deals simultaneously, exploring strategies to maintain a healthy deal pipeline and pace. Deborah highlights the significance of training and support within her firm, shedding light on the team...
2024-01-1836 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 16 - How to enhance your relationships with CPA’sWelcome to another insightful episode of The M&A Mastermind Podcast! In this episode, your hosts Nick Olsen and a special guest, Anthony Citrolo, delve into the crucial role of CPAs in the M&A advisory process. They explore why building strong relationships with CPAs is paramount for M&A advisors and how these financial professionals serve as trusted advisors to their clients. Anthony Citrolo, drawing from his extensive experience, shares valuable tips on how M&A advisors can establish and nurture relationships with CPAs. He emphasizes the importance of positioning oneself where CPAs frequent, offering valuable...
2024-01-1829 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 15 - Why you need to be on podcasts🎉 New Podcast Episode Alert! 🎙️ In this week's episode of The M&A Mastermind Podcast, join host Nick Olsen as he sits down with the incredible Shannon Weinstein, a CPA with a unique approach to building trust and connections in the business world. Discover the power of podcasting as a tool for expanding your reach and influence. 🔍 Episode Highlights: Explore why starting a podcast can be intimidating and alternative ways to leverage the podcasting medium. Uncover the importance of being a guest on other people's podcasts and how it builds trust. Learn the...
2024-01-1837 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 14 - US Private Equity Lower Middle Market BreakdownWelcome to The M&A Mastermind Podcast, where we delve into the dynamic world of lower middle market M&A. In this episode, our host Nick Olsen engages in a thought-provoking conversation with Tim Clarke, an expert in the field and a key player at PitchBook. The discussion kicks off with insights into the opaque realm of lower middle market the invaluable role platforms like PitchBook play in providing comprehensive data for deal-making. Tim Clarke sheds light on the shifting landscape, emphasizing the importance of holistic solutions and the diverse functionalities that PitchBook offers, from prospecting new...
2024-01-1837 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 12 - Navigating Risk and Maximizing ValueIn this episode, Nick Olsen engages in a dynamic conversation with Al Danto, an expert in entrepreneurship and M&A advisory, exploring a topic often overlooked in business discussions—risk and perceived risk. Al shares insightful stories from his storied career, shedding light on the critical role risk plays in business transactions. They delve into the formal side of evaluation, touching on concepts like discount rates and capitalization rates. Al recounts his early experience buying a company at the age of 26, highlighting the fear and uncertainty that accompanied it. Drawing from behavioral economics, he introduces the prospect th...
2024-01-1839 minThe M&A Mastermind Podcast
The M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 11 - Common Deal KillersIn this latest podcast episode, Nick Olsen engages in a thought-provoking discussion with Lamar Stanley, uncovering the critical elements that can make or break mergers and acquisitions (M&A). Diving straight into the heart of M&A dynamics, Lamar Stanley shares invaluable insights on the common deal killers that significantly impact the success of business transactions. They emphasize the paramount significance of alignment in these deals, highlighting the importance of continuity in management participation for sustained growth. The conversation pivots around the criteria used by Lamar's team in targeting potential businesses. They delve into the...
2024-01-1837 minThe Public Circle w/ Adam Olsen
The Public Circle w/ Adam OlsenWeek 6 with Nick GilchristEpisode Summary - In Week 6, Adam Olsen and Nick Gilchrist have a lengthy discussion about jurisdictional issues and frustrations. - The conversation begins with Adam reflecting on the transition between the legislative and constituency focus of his work. There is always a backlog of meeting requests in the constituency when the legislative session ends and it usually takes a few weeks to get caught up. Adam also highlights the series of community meetings he is hosting in early December. Find out more here. - Last week Nick's wife (and Adam's sister) Joni was...
2019-12-101h 30The Public Circle w/ Adam Olsen
The Public Circle w/ Adam OlsenWeek 5 with Nick GilchristIn Week 5 of the podcast Adam Olsen and Nick Gilchrist get together to continue their discussion about life in British Columbia politics. They open with a brief chat about feedback Adam received regarding the opening music. One listener literally shook their head in dismay over the song and so Nick is going to head back to the drawing board. Perhaps Week 6 will open with a new tune. On Friday night Nick and Andy Sloniowski back up Madison Olsen who played a few sets at the Brentwood Bay Village Empourium. Adam and Nick talk about the...
2019-12-011h 17The Public Circle w/ Adam Olsen
The Public Circle w/ Adam OlsenWeek 4 with Nick GilchristIn week four of the podcast Nick Gilchrist and Adam Olsen cover quite a bit of ground. They open the episode with a potential new theme song for the series and discuss a possible name other than just the current week. Listeners are encouraged to provide their ideas of possible names for the podcast. The labour disruption in School District #63 was finally sorted out last weekend and the kids are back in school. Adam provides a little context to the work that is still needed to ensure the district can compete to recruit and retain...
2019-11-241h 29The Public Circle w/ Adam Olsen
The Public Circle w/ Adam OlsenWeek 3 with Nick GilchristIn Week 3, Nick Gilchrist and Adam Olsen discuss the past week in Saanich North and the Islands and British Columbia politics. The conversation covers a range of topics starting with the brand new opening music sequence that Nick created and that he really does not like. For the past three weeks the Saanich School district has been locked in a labour dispute with its support staff represented by CUPE 441. Nick and Adam discuss the impact of the labour disruption on families on the Saanich Peninsula. The episode was recorded on Friday November 16, 2019 and on Saturday...
2019-11-171h 12Redefining Success with Nick Olsen
Redefining Success with Nick OlsenInterview with influencer - Entrepreneur - super mom Jessica OlsenIn this episode I talk to Jessica Olsen. Jessica cracked the code on how to be a stay at home mom and run a successful business. 
2019-01-2448 min