Mergers and Acquisitions – Jonathan Baker
9 months ago · 57:32
Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself. He graduated […]
Read MoreExamining Growth Strategies – Jenna Biancavilla
9 months ago · 57:21
Jenna Biancavilla is an award-winning entrepreneur, wealth advisor, and captivating public speaker whose life mission is to positively impact others. As the Founder and CEO of Pearl Capital Management, a holistic, fee-only fiduciary financial planning firm, she advises on over $180 Million of assets under management. At the core of her work, Jenna is relentless […]
Read MoreBusiness Valuation – Phillip Cooper
9 months ago · 58:55
Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors. He’s seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners […]
Read MoreMarket Positioning – Jason Somerville
10 months ago · 48:42
Jason Somerville is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is the Founding Partner of GW Partners. “I want to let the next owner do that. And I’m happy to kind of, we’ll say, leave meat […]
Read MoreBeing an Outlaw – Alex Prasad
10 months ago · 1:04:11
Alex Prasad emphasizes the importance of enjoying conversations and forming relationships in business dealings. He believes that genuine interactions, like asking about someone’s holiday or family, pave the way for deeper connections. Through these conversations, Alex finds numerous opportunities to help people, connect them with others, and share his opinions in an organic manner. This […]
Read MoreNavigating Business Exits – Chris Kurwie
10 months ago · 1:04:15
Chris Kurwie, driven by a profound entrepreneurial spirit, ventured from a demanding legal career to become a prominent business owner. Drawing from his own challenging journey, Chris underscores the value of resilience and long-term thinking in business. He is the operational head of a Sydney-based company and is passionate about helping entrepreneurs maximize the value […]
Read MoreThe Entrepreneurial Journey (ft. Reid Tileston)
10 months ago · 51:15
Reid Tileston is an author, keynote speaker and expert in Entrepreneurial Business Ownership. With the release of his new book, Grit It Done, Reid shares his insights from over 15 years of successful, on-the-ground Entrepreneurial Business Ownership that led him to acquire, grow, and ultimately sell 4 different companies with successful exits. His most recent […]
Read MoreFamily-Owned Businesses (ft. Chris Parisi)
11 months ago · 1:05:33
Chris Parisi began his entrepreneurial journey young, mowing lawns before diving into the worlds of accounting and private equity. Now a partner at Carl Marks Advisors, he specializes in mergers and acquisitions for family-owned businesses, blending a sharp acumen for finance with a deep respect for the legacy of family enterprises. Known for his approachable […]
Read MoreThe Oil Industry – RJ Burr
11 months ago · 54:48
RJ Burr, 48, is a third-generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ Burr funded his first partnership and never looked back. RJ […]
Read MoreUnderstanding Private Equity – Alan Ezeir
11 months ago · 1:00:17
Alan Ezeir is a serial entrepreneur with a track record of identifying unique opportunities and transforming industries. This is evident in his pivot from telecom to the domain registration space. His entrepreneurial journey is marked by a spectrum of investments, from the successful build-up of a 7 million-strong domain registry to ventures in cryptocurrency, real […]
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