The six episodes that go deepest on transaction mechanics.
Episode 233: Family Businesses and Legacies
with Purdeep Sangha
Purdeep Sangha is an accomplished entrepreneur, speaker, podcaster, and strategist.
51 min · 2023-04-19 · Show notes
Episode 264: Wealth, Legacy, and Investment
with Salvatore Buscemi
Wealth, Legacy, and Investment with Salvatore Buscemi In a world where wealth and success are often pursued with relentless ambition, Salvatore Buscemi stands out as a financial expert with a unique perspective.
50 min · 2023-11-15 · Show notes
Episode 325: Unlock the Power of ESOPs in Succession Planning
with Kelly Finnell
Learn all about how ESOPs can help you sell your business to employees while preserving company culture and maximizing tax benefits.
50 min · 2025-01-15 · Show notes
Episode 408: The Barbell Effect — What Industry Consolidation Means for Your Business
From speaking at three major wealth management conferences in a single quarter to mapping out a pattern that's already reshaped accounting and is now creeping into law and the trades, Corey Kupfer breaks down…
23 min · 2026-06-17 · Show notes
Episode 383: Sell Your Business for a Premium
with Channing Hamlet
From closing dinner conversations that changed his career trajectory to advising on transactions up to half a billion dollars, Channing Hamlet shares proven strategies for selling businesses at premium…
44 min · 2025-12-24 · Show notes
Episode 217: Finding the Sellability of a Business
with Jennifer Smith Broeckling
Jennifer Smith Broeckling is a finance expert and relational extrovert, making her an ideal advisor for owners and acquirers of middle market enterprises.
40 min · 2023-01-18 · Show notes