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Recent Episodes
Death, Taxes, and Your Business: A Love Triangle
Every business owner eventually faces the pivotal question: What’s next? Whether you plan to sell, pass the company to family, or explore another path, the outcome depends on how and when you prepare. In this episode, wealth ...
More Than Paperwork: The Role of Relationship Banking in Acquisitions
Purchasing a business is exciting but often overwhelming, especially when it comes to financing. In this episode, Dan Foley from Evolve Bank pulls back the curtain on SBA lending, offering valuable insights into the process. ...
Legacy Matters: Finding the Right Home for Your Business
Kazem Harfouche, Managing Partner at Cedar Crest Capital, explores a major market gap affecting small business owners across the U.S. Many successful businesses with decades of profitability and under $3 million in EBITDA fac...
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Recent Blog Posts
Beyond the Bottom Line: Creating Wealth That Transcends Your Business
Planning for Success: Business Exit Strategies and Wealth Management The most successful business owners understand that every journey eventually comes to an end. Whether through retirement, family succession, or a lucrative sale, exiting your busi…
Relationship Banking: The Key to Successful Business Acquisitions
Navigating the Complex World of Small Business Administration (SBA) Lending The process of acquiring a business through SBA lending can often feel like scaling a barbed wire fence—challenging, potentially painful, but ultimately rewarding whe…
Preserving Business Legacies When the Kids Won't Take Over
The landscape of mergers and acquisitions is constantly evolving, but one area that remains underserved is the small to mid-sized business market. In a recent episode of "Mergers, She Wrote," Kazem Harfouche, Managing Partner of Cedar Crest Capital,…