Owner to Owner

Send us Fan Mail Undisclosed issues and messy financials are the fastest way to kill a small business acquisition. If you are a business owner thinking about your eventual exit, waiting until you are ready to sell to talk to a bank is a massive mistake. In this episode we are joined by Megan Lahay, VP Commercial Relationship Manager at Encore Bank, to break down exactly how buyer financing dictate...

Send us Fan Mail Assuming your ambition alone can secure a multi-million dollar commercial loan is a fast track to a collapsed deal. Navigating the world of small business acquisitions requires an early reality check because a bank does not fund your dreams or your enthusiasm. We sit down with Megan Lahay, Vice President and Commercial Relationship Manager at Encore Bank, to break down how lenders...

Send us Fan Mail Waiting until you are forced to step away from your company means leaving your hard earned equity entirely up to chance. For many business owners, the reality of transitioning out of active operations hits suddenly, turning a lifetime of hard work into a stressful scramble for liquidity. We sit down with Craig Jamison, a financial advisor and certified exit planner from Edward Jon...

Send us Fan Mail Most business owners are sitting on a fortune they cannot actually spend. Their net worth is trapped like a mosquito in amber, visible on a balance sheet but completely illiquid until the right deal is struck. We sit down with Craig Jamison, a financial advisor and Certified Exit Planning Advisor, to discuss why having 80 percent of your wealth tied up in a single entity is a dang...

Send us Fan Mail Most owners wait too long to think about their exit, turning a potential legacy into a high-stakes gamble. Transitioning a business requires more than just a buyer; it’s about the intersection of personal wealth, risk management, and market timing.  In this podcast we'll sit down to explore the mechanics of de-risking your portfolio and the impact of tax mitigation on your ne...