ABOUT THIS EPISODE
Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his team support the employee part of a transaction. Developing a communication and execution plan, actioning that plan and having important checkins throughout are the major comonents of a succesful transaction.
English
United States
IN THIS EPISODE
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OTHER EPISODES IN THIS PODCAST
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 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.
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.
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 …
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.
Disclaimer: The podcast and artwork embedded on this page are from Joseph Alam & Shawn Mersino, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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