Business Talk With Chalfin

In this episode of Business Talk with Chalfin, Bob Chalfin sits down with Kevin Fleming, Co-Founder and Managing Partner of Avenir Hospitality, an investment platform focused on boutique hotels in upscale leisure destinations. Kevin discusses the firm's approach to hospitality investing, the opportunities and challenges of operating boutique hotel properties, and the experience of building a portf...

In this episode of Business Talk with Chalfin, Bob Chalfin sits down with Brendan Burdette, Co-Founder & CEO, and Ryan Conner, Co-Founder & President of Braddock Road Insurance, to explore Personal Guarantee Insurance (PGI) — an emerging and innovative form of insurance that allows borrowers to hedge a portion of the risk tied to personal guarantees. As personal guarantees remain a critica...

In this episode of Business Talk with Chalfin, Bob Chalfin sits down with Amir Fardshisheh, Co-CEO of Vitana Pediatric & Orthodontic Partners, to explore what true value creation looks like in the world of children’s dentistry. Amir shares insights on scaling pediatric and orthodontic practices, building strong doctor partnerships, and creating long-term enterprise value while maintaining clin...

In this Business Talk Brief, attorney and business advisor Bob Chalfin walks through how to prepare for your first meeting with a business owner — what to research in advance, the right questions to ask, and how to approach the conversation strategically and professionally. This short episode highlights common missteps buyers make early in the process and offers practical guidance to help you make...

In this Business Talk Brief, Bob Chalfin explores what to consider when searching for a business to buy — from identifying the right industry and evaluating opportunities, to understanding deal structures and avoiding common legal pitfalls. Whether you’re a first-time buyer or a seasoned entrepreneur exploring acquisition, this short episode delivers practical insights to help you start your searc...

The Attraction of Entrepreneurship Through Acquisition.   These Briefs are shorter, topic-focused episodes released throughout the season — quick insights on key legal and business issues designed to fit your schedule.   Whether you are a business owner preparing to pass the torch or a next-gen leader stepping into new responsibility, this conversation offers practical insights and a deeper look a...

With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million doll...

In this episode of Business Talk with Chalfin, Bob sits down with Megan Helzner, Principal at CFAR, to explore one of the most critical — and complicated — topics in family enterprise: succession. With more than 15 years of experience working across family-owned businesses, nonprofits, healthcare, and higher education, Megan brings a unique systems-based perspective to navigating leadership transi...

For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at The Wharton School. He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology. Gad is an award-w...

In the next episode of Business Talk with Chalfin, Bob is joined by Rebecca Greenbaum, Professor of Human Resources Management at Rutgers School of Management and Labor Relations, to explore the consequences of a profit-at-all-costs mindset in business. When organizations prioritize financial gain above all else, what happens to workplace ethics, employee well-being, and long-term sustainability?...

On the newest podcast episode of Business Talk with Chalfin, Bob talks with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great. Gregg Coodley grew up in Philadelphia. He graduated Summa Cum Laude in Economics from the University of Pennsylvania in 1981. He graduated from the University of California at San Diego School of Medicine in 1985. He did a residency in prim...

For this episode of Business Talk with Chalfin, Bob talks with Andy Kapryn, Partner and Investments Leader for Corient. Previously, Andy was a Partner and Co-Chief Investment Officer at legacy firm RegentAtlantic and has more than 15 years of experience in investment research and portfolio construction. Andy focuses his research on public markets investments and touches on all major asset categori...

For this episode of Business Talk with Chalfin, Bob talks to Dane Czaplicki, CEO of Members Wealth LLC. Dane co-founded Members’ Wealth with a team of exceptional individuals. He has over 20 years of experience in financial services including investment analysis, portfolio construction, operations, service, trading, sales, management, and leadership.

On the first episode of Business Talk with Chalfin, Bob discusses the real estate market and where we go from here with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She...

This podcast episode of Business Talk with Chalfin, Bob talks with Mori Taheripour.  Mori is a globally recognized negotiation expert, an 11-time award-winning faculty member at the Wharton School, a highly sought-after speaker, and the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.  With more than 20 years of experience in negotiations, DE&I, and spo...

During this episode of Business Talk with Chalfin, Bob talks with Zeke Hernandez, the Max and Bernice Garchik Family Presidential Associate Professor. at The Wharton School. Zeke publishes pioneering research in two broad areas. In the first, explores how immigration patterns affect the investment choices, strategic decisions, and performance of firms in foreign markets. The linkage between immigr...

For this episode of Business Talk with Chalfin, Bob talks with Lisa Forrest, Head of Live Oak Bank’s Searchfund Lending, about SBA lending considerations. Lisa Forrest is a seasoned banking professional with over 35 years of experience. Renowned for her expertise in SBA and Conventional lending products tailored to the unique needs of SMBs in the lower middle market, she specializes in guiding sea...

During this episode of Business Talk with Chalfin, Bob talks to Robert Herzog, the CEO and founder of ZogSports and ZogCulture. After working as a consultant for a decade, Rob founded ZogCulture and ZogSports, two companies that focus on building real personal connections, caring communities, and a sense of play (whether at work or after hours). 

For this episode of Business Talk with Chalfin, Bob talks with Kevin Kaiser about value versus price.  Kevin is Senior Director of the Harris Family Alternative Investments Program and Adjunct Full Professor of Finance at the Wharton School of the University of Pennsylvania. He was Professor of Management Practice and on the Finance faculty at INSEAD since 1992. Kevin’s research has focused on pri...

In honor of the start of baseball season, this week's podcast episode of Business Talk with Chalfin is Baseball: How the National Pastime Paralleled US History with Tony Morante.   With a professional journey intertwined with the iconic Yankees franchise, Tony's expertise extends far beyond the confines of the diamond. As the former head of the Yankee Stadium tours department and a proud inductee...

For this episode of Business Talk with Chalfin, Bob talks with Lauren Knausenberger, Executive Vice President and Chief Innovation Officer of SAIC, a premier Fortune 500® technology integrator driving our nation’s technology transformation, with annual revenues of $6.9 billion and approximately 24,000 employees.

During this podcast episode of Business Talk with Chalfin, Bob talks with Thomas Vladeck, Co-Founder and Co-CEO of Gradient Metrics and Recast.   Recast is built by scientists, for marketers and is committed to using the world’s most advanced techniques and technologies to solve the most important problems in marketing measurement.

For this podcast episode of Business Talk with Chalfin, Bob talks with Billy O'Neill and Sean McIlroy, '23-'24 Club Board Co-Presidents about The 2024 Wharton EtA Summit   The Wharton ETA Summit brings together MBA students, search fund entrepreneurs, investors, faculty, and other participants in the ETA ecosystem to connect and exchange insights. This year’s conference will feature more networkin...

For this episode of Business Talk with Chalfin, Bob talks with Andrew Brenner, the Head of International Fixed Income at National Alliance Securities, about central bankers and the economy. Andrew is frequently interviewed on Fox Business, Bloomberg, Schwab, and CNBC.  

With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million doll...