My Guest Nicholas Andrews is the Founder of Aspen Consulting Group, a company that performs finance, accounting, and operations consulting for a wide range of small and medium sized businesses. Aspen’s services include technical accounting, corporate finance, valuations, operations planning and M&A due diligence, among others. Prior to founding the Aspen Consulting group, Nick wasContinue reading “A Finance Survival Guide for SMB CEOs: Liquidity, Hiring, Budgeting, Capital Allocation & More”
Tag Archives: liquidity
Long Term Holds: With Zac Carman, CEO of ConsumerAffairs for 14+ Years
My Guest My guest today is Zac Carman, CEO of ConsumerAffairs.com since 2010, the year in which he acquired the company from its founder, Jim Hood. ConsumerAffairs is a user-review website that helps over 7 million people per month make decisions on big questions like home warranties, debt consolidation and elder care planning. Prior toContinue reading “Long Term Holds: With Zac Carman, CEO of ConsumerAffairs for 14+ Years”
The Link Between Money, Meaning, and Happiness
My Guest Today I am thrilled to welcome Carl Richards to the podcast. Carl has spent decades as a Certified Financial Planner, is the creator of the Sketch Guy column (which appeared weekly for a decade in The New York Times), is a best selling author (most notably of The Behavior Gap: Simple Ways toContinue reading “The Link Between Money, Meaning, and Happiness”
Evaluating Stock Options as Attraction, Retention, and Incentive Alignment Tools
Listen to this Blog Post In my second year as a CEO, it became clear to me that our business could benefit from formalizing and codifying our company’s core values. Though I was originally fearful that they might quickly devolve into tired, clichéd, and mostly hollow platitudes, I eventually came to appreciate that if theyContinue reading “Evaluating Stock Options as Attraction, Retention, and Incentive Alignment Tools”
Profit Before Anything Else: With Mike Michalowicz, Author of “Profit First”
My Guest Today I’m joined by entrepreneur, investor, and best-selling author, Mike Michalowicz. Mike is the author of nine books, most notably Profit First, which boasts ~8,700 ratings on Amazon.com with an average rating of 4.8 stars. The book outlines a deceptively simple yet highly effective system to help businesses hit their target profit numbersContinue reading “Profit Before Anything Else: With Mike Michalowicz, Author of “Profit First””
Peter Lehrman, Founder & CEO of Axial, The Largest Online Marketplace to Buy & Sell SMBs
My Guest Peter Lehrman is the Founder and CEO of Axial, North America’s #1 online platform connecting buyers and sellers of small and medium sized businesses. Axial is used by over 20,000 investors, M&A advisors and CEOs, allowing them to connect on a confidential basis to explore potential M&A, debt, buyout, and growth equity transactions,Continue reading “Peter Lehrman, Founder & CEO of Axial, The Largest Online Marketplace to Buy & Sell SMBs”
Lessons Learned From 400+ Post-Exit Entrepreneurs: John Warrillow, Host of Built to Sell Radio
My Guest My guest today is John Warrillow, author of the bestselling book Built to Sell: Creating a Business That Can Thrive Without You, and Founder & CEO of The Value Builder System, a sales and marketing software tool for business advisors to find, win and keep their best clients. Built to Sell was recognizedContinue reading “Lessons Learned From 400+ Post-Exit Entrepreneurs: John Warrillow, Host of Built to Sell Radio”
The State of Lower-Middle Market Credit: Two Major Bank Failures, Rising Interest Rates, and a Looming Recession
My Guests To say that it’s been an active 6-18 months in the banking sector would be an understatement: Beginning as recently as January, 2022, we’ve seen the US Federal Funds rate increase from .08% to 4.83%, which, at least in part, precipitated the rapid collapse of Silicon Valley Bank, and the rescue of FirstContinue reading “The State of Lower-Middle Market Credit: Two Major Bank Failures, Rising Interest Rates, and a Looming Recession”
The CEO as Chief Capital Allocator
Listen to This Blog Post In his book, The Outsiders, William Thorndike makes a comprehensive and compelling case that effective capital allocation is one of the most important skills that any CEO can possess in their pursuit of value creation. Some very influential people seem to agree, with both Warren Buffett and Charlie Munger includingContinue reading “The CEO as Chief Capital Allocator”
Sell-Side M&A Advisors: How to Choose One, How Much They Cost, and The Importance of the “Fine Print”
My Guest John Carvalho is the President of Stone Oak Capital, an M&A advisory firm that focuses exclusively on middle market businesses, with a specific focus on transactions between $10 and $100 million. Among other things, Stone Oak offers acquisition, divestitures, corporate finance and valuations services for its clients. John is also the Founder ofContinue reading “Sell-Side M&A Advisors: How to Choose One, How Much They Cost, and The Importance of the “Fine Print””