Secrets to Selling Your Business

Bobby Mascia is a seasoned finance professional with a robust portfolio in business valuation and market dynamics. After building his foundational skills in investment banking and working within asset management firms and hedge funds, His expertise was put to the test when he transitioned into his family's Dunkin' Donuts franchise business, growing it from 20 to 40 locations that generated over $5...

Episode Summary: John Frank is a distinguished professional who made a remarkable transition from the bustling sphere of finance to the strategic field of consultancy. Commencing his career in institutional fixed income trading, he further explored varied roles in Arthur Anderson M and A advisory, leveraged finance, and institutional fixed income sales before leaving Wall Street in 2013. John's pe...

Kate Hufnagel is a seasoned professional with a solid background in engineering and an extensive 25-year career in big tech, including a tenure as a federal employee at the Central Intelligence Agency. Her perspective on business continuity and digital legacy planning is profoundly shaped by her professional experiences. Hufnagel emphasizes the critical role of reliable documentation and informati...

 Stephen Steers is a renowned consultant and author with a notable background in storytelling in sales, a skill honed through his experience working with approximately 1000 companies worldwide following his transition into consulting from the sales industry. Steers considers storytelling as a pivotal aspect of sales, particularly when the objective is to sell a business. Drawn from his extensive e...

Kim Hegwood, founder of Your Legacy Legal Care, transitioned from a career in litigation to specialize in estate planning with an emphasis on elder law, fueled by her close bond with her grandparents. Hegwood accentuates the importance of incorporating business succession planning into estate planning, recognizing the necessity of planning for incapacity, not just death. Her perspective, informed...

 Andrew Legrand, the founder of the Spira Law group, established the firm in 2011 with a vision to modernize the legal industry. Drawing from his own experiences during the financial crisis, Legrand identified a gap in the market for preventive legal services for business owners. His perspective is that by proactively seeking legal advice, business owners can avoid costly, sometimes irreversible p...

CJ Perrone, a seasoned professional at Woodbridge International, and Pat Laliberte, a key member of the same firm's closing team, are experts in the critical role of closing expertise in business transactions. Perrone, known for his efficiency and effectiveness in deal execution, emphasizes the importance of specialization and a strong team in navigating the complex closing process. His perspectiv...

Episode Summary: Kelly O. Finnell, president of Executive Financial Services, has carved a niche for himself in the ESOP consulting landscape with over four decades of experience dating back to 1979. Finnell's unique perspective on ESOPs has been honed through his extensive involvement in the field, starting from his law school days when he was assigned a project on ESOPs. He strongly believes in...

 Richard Parker, a seasoned entrepreneur hailing from Montreal, has spent the past three decades in south Florida, where he has carved out a successful career in buying and selling businesses. His journey into this field was sparked by financial setbacks he experienced in the stock market, pushing him to seek alternative avenues for financial security. Parker's approach to business acquisitions ha...

 Michael Cassata is a seasoned professional widely recognized for his extensive background in acquisition strategies, originally founded a successful healthcare software company in the Northeast. His perspective on acquisition strategies stems from his experiences as a business owner who has led numerous successful mergers and acquisitions, significantly growing his company's revenues along the wa...

Michelle Orr is a seasoned professional with an impressive 25 years of experience in the SBA lending space, beginning her career at Textron Business Credit and later becoming the vice president of lending at Live Oak Bank. Orr's perspective on SBA financing and prequalification is heavily influenced by her extensive experience in this field, particularly in business buyouts. She believes that SBA...

 Peter Jordan is a seasoned entrepreneur with a strong background in computer science and business, having founded and led Knowledge Matters for 25 years. His perspective on the Woodbridge investment bank engagement is shaped by his experience during the acquisition process of his company. He valued the broad market approach taken by Woodbridge in selling his business, appreciating their ability t...

Ross Joel is a seasoned professional in the evolution of broadcast media business, with a rich background as a television news anchor and a master's degree in journalism from New York University. He founded and served as the CEO of Broadcast Med, a company that transitioned from children's video production to television production, corporate videos, and eventually found success in live surgical br...

This podcast is presented for informational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It does not constitute an offer to sell or a solicitation of an offer to buy any specific product or service. UBS does not provide legal or tax advice and we would recommend listeners to obtain appropriate independent professional advice. So...

Marilyn Garcia is a highly experienced professional in the field of transaction advisory services. As a partner at Citrin Cooperman's transaction advisory services department, Marilyn has demonstrated her expertise and knowledge in this area. With a background in auditing, Marilyn started her career at Rosting Cass in New Jersey before transitioning to their LA office. Since joining Citrin Cooperm...

Neil Dennis is a seasoned professional with a robust background in mergers and acquisitions (M&A), honed during his tenure at Allianz SC, a prominent German financial services firm. His perspective on M&A is shaped by his experiences at Allianz SC, where he transitioned from the finance department to a more significant role in company sales and transactions, eventually leading the M&A department....

Steve Wampold: Innovator, Entrepreneur, and Joy-Bringer. Steve's professional journey is marked by an unyielding passion for bringing joy into people's lives through innovative product design. As the founder of BigMouth Inc, Steve harnessed his creativity to revolutionize the novelty pool float market, achieving multi-million-dollar success and earning the title of “Vendor of the Year” from Target...

Zach is passionate about helping companies grow and evolve into high-functioning, high-impact organizations. He has 20 years of executive experience, as well as 5 years of implementing his expertise to help entrepreneurs. Zach’s passion and knowledge in organizational strategy make him an ideal leader for businesses seeking to scale. He offers tried and true solutions to solve even the stickiest i...

Chris Tatge is the founder and president of DC Materials, a company that has been at the forefront of innovation in construction for the past four years. But what sets Chris apart is where his journey began - as a struggling high school student with no purpose and direction, who through mentorship and support evolved into a successful turnkey framing contractor. Today, he's a self-made entrepreneu...

Rich Woo is a Founder, Author, and Podcast Host. He runs his wealth advisory firm, Catalyst Planning Partners, where he helps business owners and executives save time and money on taxes to create generational wealth for their future legacies. Rich’s book, The Relationship Recession, soon to be released is focused on addressing the gap of more than 100M+ Americans who are dissatisfied with the leve...

Dave Castro is an entrepreneurial force behind the innovative IceBrekr app, a platform designed to revolutionize the way individuals connect at gatherings by leveraging the power of cell phone ID technology. With a career spanning over 20 years in the software industry, including co-founding a healthcare software company later acquired by Dr. Oz's ShareCare corporation, Dave has consistently been...

Craig Davis is a seasoned leader with over two decades of experience in the Mortgage Finance Industry. Starting his career in 2001 as a top-producing Account Executive, Davis quickly ascended into management and leadership roles by 2009, where he demonstrated a knack for developing successful teams, branches, regions, and divisions in both sales and operations. His leadership philosophy centers ar...

Episode Summary: Randolph Ewing, an experienced lawyer since 1978, holds extensive expertise in various legal domains, including mergers and acquisitions, international law, finance, sports, and general business. His career includes partnerships in notable law firms such as Reynolds Allen & Cook; Looper, Reed, Ewing & McGraw; and Boyer, Ewing & Harris. He offers a comprehensive range of legal serv...

Vin Infante is a Master Mindset Coach, licensed psychotherapist & Keynote Speaker. He has spent over a decade learning and working with thousands of people in varying capacities, including hospitals, clinics, in-patient units, homeless shelters, school systems, and private practice. With an extensive background in psychology, mindset, behavior, neurology, and physiology, he uses his knowledge to h...

Aaron has successfully started and scaled two multi-million-dollar companies, each with over 125 employees. A few years ago, his second successful start-up, Home Care Pulse®, began to hit the ceiling and that’s when he discovered the Entrepreneurial Operating System®. 5-years after implementing EOS, Home Care Pulse has become a powerhouse in the home care industry, employing hundreds. Aaron is now...