The Financial Bites Podcast

EP. 23 Cyber Security for Your Business with Expert Jim Bourke

Just recently Forbes reported that 1 in 3 polled executives reported their business was the target of a cyber attack! Famous cyber breaches include Microsoft, the Red Cross, T Mobile, Pizza Hut and PayPal. So what cyber security trends will affect you and how do you protect yourself? Find out more from Jim Bourke! 👇 👇 👇 Jim is the Managing Director for Advisory Services at Withum and for 30+ years has guided business owners regarding technology. In this episode of the Financial Bites podcast we discuss how cyber security has changed in recent years and the implications to businesses and individuals. We also discuss cyber security strategies specifically for small and medium sized companies. Lastly, we discuss common cyber security mistakes and how to avoid them. Make sure to listen to the very end to hear Jim’s top "tip" for your cyber security!

EP.22 Is Bankruptcy Right For You With Expert – Brent George

Recently there was a dramatic increase of bankruptcy filings.  You may be surprised, but some notable past bankruptcies include General Motors, Marvel and the Chicago Cubs!  So what are the various forms of bankruptcy and how can it provide relief to distressed individuals and companies?   Find out from @Brent George!  👇👇 Brent George of the Law Offices of Brent D. George has represented hundreds of clients including private individuals, partnerships and small and large businesses.  Brent has been practicing since 1994 and has expertise in bankruptcy law.  In this episode of the Financial Bites Podcast we discuss the various forms of bankruptcy including both Chapter 7 and Chapter 13 bankruptcy.  We also discuss the benefits of hiring an attorney and the ideal time to reach out for help.  Lastly, we discuss common mistakes for private individuals considering bankruptcy and what to avoid if you are considering bankruptcy. Make sure to listen to the very end to hear Brent’s top "tip" for people who are considering bankruptcy!

EP. 21 What To Expect From M&A This Year With Expert – Christian Schiller

During 2021 the number of mergers and acquisitions (M&A) were at record breaking amounts.  Then in 2022 there was a slight decrease and now there are reports of significant “dry powder” in the hands of venture capital, private equity and strategic buyers.  So what can you expect from M&A this year?  Find out more from @Christian Schiller!  👇👇👇 Please note - The examples provided in this podcast related to potential increases in value through an investment banking process do not in any way assure future success. Christian is a Managing Director at Cascadia Capital and for 20 years has guided entrepreneurs through the successful sale of their business.  In this episode of the Financial Bites podcast we discuss the current state of M&A activity and the recent record breaking numbers of deals.  We also discuss the advantages of hiring an investment banker and recommended timing for business owners. Lastly, we discuss common mistakes for sellers and how to avoid them during your transaction. Make sure to listen to the very end to hear Christian’s top "tip" for business owners considering a sale this year!

EP. 20 Investing During Turbulent Times with Expert – Joe Seetoo

Financial markets are up, investments are down, crypto is all over the place! What should investors know about investing during turbulent times? Find out more from Joe Seetoo! 👇 👇 👇 Joe is a Partner and Senior Vice President at Morton Wealth and for over 20 years has guided business owners and high net worth families through financial planning and wealth management. In this episode of the Financial Bites podcast we discuss investing during turbulent times and how investors can manage a possible recession and political turmoil. We also discuss unique new investment opportunities such as digital assets. Are you missing the opportunity to become the next #crypto millionaire! Lastly, we discuss how new investors should approach investing during a down economy. Make sure to listen to the very end to hear Joe’s top "tip" especially for new investors!

EP.19 A Discussion about What Legal Documents You Need for Your Business with Expert - Janice Miller

According to a recent Statisa survey, the number of new businesses each year has increased from 560,000 in 2010 to 840,000 in 2021. So if you have a new business, what legal documents do you need? Find out from more from Janice Miller! Janice is the Managing Partner of The Miller Laga Law Group and is an expert in providing legal counsel to both privately held and Fortune 100 companies. In this episode of the Financial Bites podcast we discuss the types of documents necessary when forming a business. We also discuss the IMPORTANCE of having a buy-sell agreement. There could be significant risk to your company that is not addressed by your standard operating agreement or bylaws! We also discuss the pros and cons of using online services for your startup. Make sure to listen to the very end to hear Janice's top "tip" for you and your business.