Paloma Goggins
Merger She Wrote ®
Merger She Wrote is a podcast for business owners looking to scale, sell, or transition their companies. Each episode unpacks the strategies behind successful exits, the pitfalls to avoid, and the steps to maximize value. Featuring expert insights and real-world case studies, this podcast helps you navigate the complexities of M&A with confidence. Whether you're planning your next move or just starting to think about the future, Merger She Wrote gives you the knowledge you need to make informed decisions and build a business buyers want.
Be sure to visit the podcast's website and support the creator: www.buzzsprout.com
Author
Paloma Goggins
Category
Podcast website
Latest episode
Jun 2, 2026
Where to listen?
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Episodes
EP 19 | What’s the Key to Scaling and Exiting a Business Successfully? 02.12.2025 54:27
How to build a business that attracts investors, scales, and exits successfully. Scott Schwab, entrepreneur and author, joins Paloma Goggins to share his journey from creating a business plan course to accrediting a new school and launching a transpare...
EP 19 | What’s the Key to Scaling and Exiting a Business Successfully? 02.12.2025 54:27
How to build a business that attracts investors, scales, and exits successfully. Scott Schwab , entrepreneur and author, joins Paloma Goggins to share his journey from creating a business plan course to accrediting a new school and launching a transparent CBD brand. He explains how documenting processes, proving outcomes, and building trust early makes any startup more fundable and resilient. Scot...
EP 18 | Smart Scaling Techniques for Growth and Exit Preparation 18.11.2025 53:58
Deals make headlines, but operations drive real results. Olenka Cullinan, COO and operator, joins Paloma Goggins to show how founders move from constant firefighting to running a company that thrives without them. From reclaiming your calendar with “CE...
EP 18 | Smart Scaling Techniques for Growth and Exit Preparation 18.11.2025 53:58
Deals make headlines, but operations drive real results. Olenka Cullinan, COO and operator, joins Paloma Goggins to show how founders move from constant firefighting to running a company that thrives without them. From reclaiming your calendar with “CEO time architecture” to building SOPs that anyone can use, Olenka shares practical strategies to scale efficiently, reduce burnout, and prepare for...
EP 17 | 5 Leadership Lessons from a Secret Service Career for Successful Business Transitions 04.11.2025 58:31
Deals move fast but the smartest leaders prepare long before the signatures. Christina Beloud, a 25-year Secret Service veteran turned private security consultant, joins Paloma Goggins to share how readiness, communication, and boundaries keep business...
EP 17 | 5 Leadership Lessons from a Secret Service Career for Successful Business Transitions 04.11.2025 58:31
Deals move fast but the smartest leaders prepare long before the signatures. Christina Beloud, a 25-year Secret Service veteran turned private security consultant, joins Paloma Goggins to share how readiness, communication, and boundaries keep business transitions calm under pressure. From motorcades to M&A, her rulebook stays the same: prevention beats reaction, and clarity beats speed. Chris...
EP 16 | The Role of IP Due Diligence in Successful Business Acquisitions 21.10.2025 58:40
Deals fall apart quietly when intellectual property isn’t what it seems. IP attorney and professor Michelle Gross joins Paloma Goggins to unpack how patent validity and ownership can make or break a deal. From missing assignments and lapsed fees to hos...
EP 16 | The Role of IP Due Diligence in Successful Business Acquisitions 21.10.2025 58:40
Deals fall apart quietly when intellectual property isn’t what it seems. IP attorney and professor Michelle Gross joins Paloma Goggins to unpack how patent validity and ownership can make or break a deal. From missing assignments and lapsed fees to hostile inventor issues, she explains the red flags that derail valuations and delay closings. Michelle also breaks down the trademark pitfalls most fo...
EP 15 | De-Risking Business Sales: The Critical Role of Escrow in Every Transaction 07.10.2025 48:54
Most deals don’t fail from one big mistake; they unravel through tiny cracks in trust and timing. Monica May-Dunn, CEO of Arizona Escrow and Financial Corporation, joins Paloma Goggins to reveal what really happens between LOI and closing. From escrow ...
EP 15 | De-Risking Business Sales: The Critical Role of Escrow in Every Transaction 07.10.2025 48:54
Most deals don’t fail from one big mistake; they unravel through tiny cracks in trust and timing. Monica May-Dunn, CEO of Arizona Escrow and Financial Corporation, joins Paloma Goggins to reveal what really happens between LOI and closing. From escrow strategy to funds flow and clean documentation, she shares the practical moves that keep deals alive and relationships strong. With real stories (in...
EP 14 | Buying a CPA Firm: Strategies for Accountants Who Want to Own 23.09.2025 52:47
Buying a business isn’t passive income, it’s hard work, tough calls, and smart planning. Jessica Golden, managing partner of Kramer & Golden Public Accounting Group, shares how she bought an accounting firm while living 2,500 miles away in Hawaii. From...
EP 14 | Buying a CPA Firm: Strategies for Accountants Who Want to Own 23.09.2025 52:47
Buying a business isn’t passive income, it’s hard work, tough calls, and smart planning. Jessica Golden, managing partner of Kramer & Golden Public Accounting Group, shares how she bought an accounting firm while living 2,500 miles away in Hawaii. From broker listings to SBA loans and last-minute financing hurdles, she reveals what the business-buying process really looks like behind the scene...
EP 13 | From Zero Clients to 7 Figures: How to Build and Sell an Agency 09.09.2025 43:51
From zero marketing experience to a successful agency exit in nine years, Kim Grennan tells the story. What started as a bold offer of free work turned into a thriving agency with perfect client retention and rapid growth. Kim shares how hitting $1M re...
EP 13 | From Zero Clients to 7 Figures: How to Build and Sell an Agency 09.09.2025 43:51
From zero marketing experience to a successful agency exit in nine years, Kim Grennan tells the story. What started as a bold offer of free work turned into a thriving agency with perfect client retention and rapid growth. Kim shares how hitting $1M revenue, hiring a GM, and stepping out of daily operations made her business irresistible to buyers and what she learned from failed deals along the w...
EP 12 | How Effective Communication Shapes Great Leadership 26.08.2025 53:14
Why do clear instructions still lead to team missteps? The issue isn’t what you say, it’s what they hear. In this episode, communication expert Jenn Kaye joins Paloma Goggins to break down why even strong leaders struggle to get their message across. F...
EP 12 | How Effective Communication Shapes Great Leadership 26.08.2025 53:14
Why do clear instructions still lead to team missteps? The issue isn’t what you say, it’s what they hear. In this episode, communication expert Jenn Kaye joins Paloma Goggins to break down why even strong leaders struggle to get their message across. From the surprising fact that 40% of communication gets lost in translation, to the identity gap where many professionals don’t even see themselves a...
EP 11 | Business Exit Strategy: What to Expect After the Sale 12.08.2025 1:11:25
Why do so many business sales collapse at the last minute? It’s not the money, it’s the emotions. In this episode, “Seller Whisperer” Denise Logan, both a therapist and attorney, shares the hidden psychological traps that quietly kill deals. From fear-...
EP 11 | Business Exit Strategy: What to Expect After the Sale 12.08.2025 1:11:25
Why do so many business sales collapse at the last minute? It’s not the money, it’s the emotions. In this episode, “Seller Whisperer” Denise Logan, both a therapist and attorney, shares the hidden psychological traps that quietly kill deals. From fear-driven reactions like fight, flight, or freeze to the identity crisis that follows a sale, she reveals why selling a business is one of the most emo...
EP 10 | Understanding the Real Risks of Private Equity Partnerships 29.07.2025 48:23
Would you sell your family business if the money looked right, but something felt off? Amber Finley of Bug Off Pest Control shares what happened when a surprise buyout offer landed in her inbox. What started as a dream deal quickly raised red flags and...
EP 10 | Understanding the Real Risks of Private Equity Partnerships 29.07.2025 48:23
Would you sell your family business if the money looked right, but something felt off? Amber Finley of Bug Off Pest Control shares what happened when a surprise buyout offer landed in her inbox. What started as a dream deal quickly raised red flags and forced her family to choose between a fast payout and their long-term legacy. Hit play to hear the red flags, tough calls, and lessons every founde...
EP 9 | The Ultimate Guide to Attracting Growth Capital for Small Business Owners 15.07.2025 48:09
Want investors to notice your business? Learn what it really takes to attract strategic capital. Diti, pulls back the curtain on what venture capital and private equity firms look for and why a million-dollar business isn’t enough without the right str...
EP 9 | The Ultimate Guide to Attracting Growth Capital for Small Business Owners 15.07.2025 48:09
Want investors to notice your business? Learn what it really takes to attract strategic capital. Diti, pulls back the curtain on what venture capital and private equity firms look for and why a million-dollar business isn’t enough without the right strategy. In this candid conversation with Paloma Goggins, Diti shares hard-earned insights on building investor trust, structuring smarter deals, and...
EP 8 | How Smart Business Owners Unlock the Hidden Key to a Successful Exit 01.07.2025 58:22
Want top dollar when you sell? It all starts with your numbers. In this episode, financial systems expert Louise Hipperson reveals what buyers really look for when evaluating your business and why messy books can quietly kill your deal. She joins Palom...
EP 8 | How Smart Business Owners Unlock the Hidden Key to a Successful Exit 01.07.2025 58:22
Want top dollar when you sell? It all starts with your numbers. In this episode, financial systems expert Louise Hipperson reveals what buyers really look for when evaluating your business and why messy books can quietly kill your deal. She joins Paloma Goggins to break down the biggest financial missteps sellers make, from confusing cash vs. accrual accounting to ignoring add-backs and sloppy for...
EP 7 | Selling Soon? This Is the First Place Buyers Will Look 17.06.2025 39:17
Protect your sale by uncovering legal landmines and HR risks before it’s too late! Thinking about selling your business? Don’t let hidden employment issues kill your deal. Employment law pro Sarah O’Keefe joins Paloma Goggins to reveal the silent deal-...
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