Episodes
EP 4 | Scaling Up? Don’t Skip Cybersecurity!
Cybersecurity isn't just for big tech, it’s crucial for any business looking to grow or sell. In this episode, cybersecurity expert Paige Hanson, co-founder of SecureLabs, breaks down why strong security practices can make or break your company’s future. With 60% of small businesses never recovering from cyberattacks, this conversation is a must-listen. Paige shares how threats change as you scale and why buyers care about your security setup, especially in regulated industries like hea…
EP 3 | 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 strategist Suzie Eyrich shares why the most successful transitions begin three to five years before an exit. This timeframe allows key strategies to take root, from tax-efficient planning to family succession structures that preserve both equity and harmony. We’ll explor…
EP 2 | 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. ...
EP 1 | 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...