Ryan Evans: Where the Puck Is Going in Wealth Management

Ryan Evans: Where the Puck Is Going in Wealth Management

Ryan Evans, Regional Director and Partner at Merit Financial Advisors, joins Craig Castelli to discuss building Blueprint from the ground up, scaling beyond the founders, and eventually partnering with Merit. Ryan shares lessons on hiring ahead of growth, using technology strategically, preparing for a sale years in advance, evaluating deal structure, and understanding what life after a transaction can look like for business owners. See the full episode page and read the transcript here: https://caberhill.com/podcast/ryan-evans-merit-financial-advisors Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

Brian Colao: The New Rules for DSO Growth and Exit Planning

In this episode of The Close, Craig Castelli sits down with Brian Colao, member and director of Dykema’s Dental Service Organization Industry Group, to discuss the evolution of the DSO Conference, the current state of dental M&A, and what it will take for organizations to stand out in today’s market. Brian shares his perspective on private equity headwinds, opportunities for new capital, and how AI and technology are becoming key differentiators for dental groups preparing for growth or sale.  See the full episode page and read the transcript here: https://caberhill.com/podcast/brian-colao-dykema Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

Mike White: Why So Many Founders Still Undervalue Their Financials

Mike White, partner at CLA, joins Craig Castelli to discuss his entrepreneurial path from building and selling his own CPA firm to advising business owners through M&A. They cover quality of earnings, why clean financials matter before a sale, current deal activity, healthcare sectors drawing investor interest, Medicaid and reimbursement risk, and how business owners should think about timing, EBITDA, and whether selling is truly the right next step. See the full episode page and read the transcript here: https://caberhill.com/podcast/mike-white-why-so-many-founders-still-undervalue-their-financials Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

Craig Checks In: Midyear M&A Report: What We're Seeing in 2026

In a special episode, Craig checks in to share a midyear update on lower middle market M&A activity in 2026. He breaks down mixed market signals, private equity’s continued focus on add-on acquisitions, and the sectors seeing strong investor interest, including healthcare, facility services, business services, and industrials. Craig also explains what business owners should focus on now if they are preparing for a sale in the next few years. See the full episode page and read the transcript here: https://caberhill.com/podcast/m-and-a-lower-middle-market-analysis-2026-midyear/ Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

David C. Strosnider: Executive Compensation and Governance in M&A

In this episode of The Close, Craig Castelli speaks with David Strosnider, partner at McDonald Hopkins, about the “second deal” happening inside many M&A transactions: management team agreements. David explains what executives should understand about rollover equity, restrictive covenants, employment agreements, incentive plans and buyer dynamics. They also discuss how deal size can affect timing, why management teams should evaluate their own interests early, and how thoughtful negotiation can reveal important cultural signals before closing. See the full episode page and read the transcript here: https://caberhill.com/podcast/david-c-strosnider-executive-compensation-and-governance-in-ma Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].