Transitions and IdentityTransitions test both identity and systems. A 25-year Secret Service veteran explained how living at full speed can refine your planning or destroy your balance if you never reset. The same is true for founders preparing to s…
The Hidden Variable in Every Deal Intellectual property runs through every major business transaction, even when no one mentions the word “patent.” In fast-moving acquisitions, buyers assume the brand, technology, and content are tidy a…
Deals Built on Trust, Timing, and ClarityMergers and acquisitions live and die on trust, timing, and paperwork that actually does what it promises. This conversation with Arizona Title and Escrow Corporation’s Monica May Dunn cuts to the core…
Buying a business is not passive income. It is complex work that demands planning, capital, and commitment. In this episode, certified public accountant Jessica Golden shares how she bought an accounting firm and now manages it while splitting her t…
Building and Selling a Digital Marketing Agency: Lessons from Kim Grennan Building and selling a digital marketing agency is rarely a straight path. It’s a journey filled with unexpected turns, strategic moves, and lessons that only come from…
The Unseen Communication Gap in Leadership: Why Nobody Understands You Leadership isn’t just about making decisions. It’s about making sure those decisions actually land with your team. And here’s the problem: in today’s bu…
Why Emotions Can Make or Break the Deal When most people think about selling a business, they picture balance sheets, contracts, and negotiations.What’s often missing from the conversation? The human being behind the deal. In our latest podc…
When “Too Good to Be True” Actually Is: Why One Family Business Walked Away from a Buyout Navigating the world of business acquisitions is rarely straightforward, especially for family-owned businesses built on legacy and relationships.…
Growing a million-dollar business takes more than just a great idea. It takes the right kind of funding and a smart approach. In our latest podcast episode, growth strategist Diti shared what business owners need to know about raising capital the ri…
When it comes time to sell your business, the numbers tell the story. And if that story isn’t clear, consistent, and trustworthy, it could seriously hurt your chances of a successful exit. On a recent episode of Mergers, She Wrote, host Palom…
In this episode of Mergers She Wrote, employment law expert Sarah O’Keefe explains why getting your people and policies in order is essential if you want to protect your valuation and avoid last-minute deal breakers. One of the biggest risks …
The path from startup to a successful business exit is rarely simple, as entrepreneur Tyler Copenhaver-Heath’s story shows. Despite a background in biochemistry and some initial hesitation about entrepreneurship, Tyler built and sold multiple …
When Steve Adams started out bagging groceries at Basha’s Markets in Arizona, he probably never imagined that decades later he would be reflecting on the sale of two thriving businesses he built from the ground up. His journey from employee to…
Cybersecurity for Scaling Businesses: Protecting Your Value and Exit Strategy In today's increasingly digital landscape, cybersecurity has evolved from a technical afterthought to a critical business imperative – especially for businesses pla…
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…
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…
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,…