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Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for details on insurance's role in transactions.
David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transaction in this episode. Joe and Shawn leverage David for guidance on the value creation and the journey before the sale.
In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part …
Shawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences in expertise make being informed of what type of capital is out there - an important part of a funding process.
Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.
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