Touchstone Talks

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In this episode of Touchstone Talks, Deborah Agrafojo and Steve Pappas two of the three partners of Touchstone Advisors discuss the pitfalls that can derail the sale of a business and what owners can do to avoid them. In this episode: Why one buyer is no buyer. A single unsolicited offer gives an …

Stephen Cassell, Chief Marketing & Growth Officer   Chief Outsiders LinkedIn: https://www.linkedin.com/in/stephenacassell/?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_co... Website: https://www.chiefoutsiders.com/ Leveraging AI the Right Way: A Fractional CMO on Governance Most busines…

Most business problems don't start as crises. They start small and quiet, until an owner is spending nearly all of their time putting out fires instead of running the company. In this episode, Bert Weil, an interim CEO, CRO, and CFO who has spent more than 35 years guiding companies through difficu…

Touchstone Talks Episode 26 features Dave Altman, Principal and Wealth Advisor at Bernstein Private Wealth Management, on the mission behind his work with business owners. Dave went through his own transaction with poor guidance from his advisors. He came out owing money rather than having the reso…

Most business owners have a strategy. Almost none of them execute it, and that gap is why 80% of companies never realize the plans they set out to achieve. In this episode, Dick Albu, founder of Albu Consulting and author of Mastering Strategy Management, draws on more than fifty years of corporate…

Running a business is demanding enough, and the pressure can feel unsustainable when you are working constantly but not getting ahead. In Episode 24 of Touchstone Talks, productivity coach and industrial-organizational psychologist Juli Shulem offers a practical reset for business owners who find t…

Most business owners are too busy running their company to pay close attention to their financials — until something goes wrong. In this episode, Deborah sits down with David Place, Area President and Fractional CFO at FocusCFO. David explains how to use your financial statements as an early warnin…

A Different Perspective on Private Equity Private equity is often misunderstood. Many business owners view private equity through the lens of headlines and misconceptions. In this episode, Lamar Stanley, Managing Director at Highland Rim Capital, discusses how private equity can be a tool for busin…

In this episode, Jenny Lezon Norris, Market Growth Director, North America of Navigator Global breaks down what it really looks like for companies to take their products beyond the U.S. and tap into international markets. The conversation highlights how global growth often starts smaller than many …