Making The Deal: Frameworks For Transactions

MTD - Episode 17 - Handling employees in the transaction (w/ Paul Talbot of Insperity)

Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his team support the employee part of a transaction. Developing a communication and execution plan, actioning that plan and having important checkins throughout are the major comonents of a succesful transaction.

MTD - Episode 16 - Effective Networking

In episode 16 of MTD, Shawn and Joe discuss an important part of deal making: Networking. Whether finding deals to work on or bringing the deal to a close having the network to make that happen is a crucial part of the process. Shawn and Joe discuss how and where they network and also how to be comoftable in a networking scenario. Enjoy

MTD - Episode 15 - Types of Lenders

Shawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences in expertise make being informed of what type of capital is out there - an important part of a funding process.

MTD - Episode 14 - Exit Readiness Planning (w/ Matt Dery)

In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part of a transaction. We dig into this topic and more in Episode 14 of MTD.

MTD - Episode 13 - People & Culture (w/ Sam Frank)

Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.