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PODCAST

The M&A Mastermind Podcast

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in

business entrepreneurship

All Episodes

40:04

The M&A Mastermind Podcast - Episode 80 - The...

The M&A Mastermind Podcast ·

2025/04/03

In this episode of the M&A Mastermind Podcast, Nick Olsen interviews Tony Szczepaniak, CEO of LEA Global, an international accounting association. They discuss the mission of LEA Global, which focuses on creating opportunities for member firms through collaboration and strategic alliances.The conversation highlights the importance of building trust and relationships, leveraging global partnerships for client success, and preparing clients for business exits. They also explore the role of

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21:13

The M&A Mastermind Podcast - Episode 79 - Economic &...

The M&A Mastermind Podcast ·

2025/03/27

In this episode of the M&A Mastermind podcast, Nick Olsen interviews Laurent Mouflin, a partner at Pax Corporate Finance in Paris. They discuss the current economic and financial trends in France, including the country's position as a leading destination for foreign investment despite its complex political landscape. The conversation covers the impact of interest rates, the sectors that are thriving or struggling, and the importance of ESG regulations in corporate finance. Looking ahead, they

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26:36

The M&A Mastermind Podcast - Episode 78 - The...

The M&A Mastermind Podcast ·

2025/03/20

In this episode of the M&A Mastermind podcast, Nick Olsen and Sharon Heaton delve into the critical topic of net working capital in mergers and acquisitions. Sharon, with her extensive experience in the M&A industry, explains the importance of net working capital as the liquidity that keeps the business operational.The conversation covers how net working capital impacts deal structures, the challenges of revenue recognition, and the adjustments needed for companies experiencing growth or

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30:18

The M&A Mastermind Podcast - Episode 77 - Asset...

The M&A Mastermind Podcast ·

2025/03/13

In this episode of the M&A Mastermind Podcast, Nick Olsen and Joe Strazzeri delve into the critical topic of asset protection within the context of mergers and acquisitions. They discuss the importance of integrating asset protection strategies into advanced planning, emphasizing that business owners must consider not just the gross sale price of their assets, but also the net cash flow and potential liabilities that could arise post-sale. Joe outlines various asset protection strategies,

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30:24

The M&A Mastermind Podcast - Episode 76 - AI in Finance

The M&A Mastermind Podcast ·

2025/03/06

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Johan Cederqvist, co-founder of Grasp AI, a company focused on automating workflows in investment banking and finance. Johan shares insights into the challenges faced by investment bankers, the innovative solutions provided by Grasp AI, and the transformative impact of AI on the financial industry. The conversation covers the global reach of Grasp AI, its unique approach to data analysis, and the future of AI in enhancing

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28:13

The M&A Mastermind Podcast - Episode 75 - How are...

The M&A Mastermind Podcast ·

2025/02/27

In this episode of the M&A Mastermind podcast, Nick Olsen interviews Sharon Heaton, a seasoned expert in M&A and government contracting. They discuss the significant changes in Washington and their implications for M&A activities, including the impact of tariffs, financing challenges, and the overall uncertainty in the market.Sharon shares insights on historical parallels with past administrations, real-world deal impacts, and the evolving landscape of M&A amidst these changes. The

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51:37

The M&A Mastermind Podcast - Episode 74 -...

The M&A Mastermind Podcast ·

2025/02/20

In this episode of the M&A Mastermind podcast, Nick Olsen speaks with Joel Redmond, managing director for family wealth consulting at Key Private Bank, about the critical importance of pre-transaction tax planning for business owners. They discuss the significant tax implications that can arise during business transitions, the optimal timing for tax planning, and the impact of entity structure on taxation. Joel outlines the four cornerstones of tax reduction strategies and emphasizes the need

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26:25

The M&A Mastermind Podcast - Episode 73 - Timing,...

The M&A Mastermind Podcast ·

2025/02/13

In this episode of the M&A Mastermind podcast, Joe Strazzeri discusses advanced planning strategies for business owners, focusing on the importance of timing, combining, and sequencing various strategies to achieve financial goals. He outlines the eight key goals that business owners should consider, including maintaining control, ensuring lifestyle, and protecting against taxes and lawsuits.Joe emphasizes the need for integrated planning and the importance of working with knowledgeable

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39:02

The M&A Mastermind Podcast - Episode 72 - The...

The M&A Mastermind Podcast ·

2025/02/06

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Jim Urban, an expert in exit and succession planning. Jim shares his journey from wealth advisor to specializing in helping privately owned businesses, particularly family businesses, navigate the complexities of exit planning. He discusses the importance of aligning personal wealth with business value, the unique processes he employs, and the critical need for robust continuity plans.The conversation also touches on the

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30:02

The M&A Mastermind Podcast - Episode 71 - The...

The M&A Mastermind Podcast ·

2025/01/30

In this episode of the M&A Mastermind podcast, Nick Olsen interviews Colin Bowman, a partner and VP at Cultivate Advisors. They discuss the intricacies of growing a business, preparing it for sale, and the importance of increasing enterprise value.Colin shares his journey from the franchise world to advising small businesses, emphasizing the need for a solid business plan and the role of M&A advisors in the selling process. The conversation highlights the collaborative nature of business

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33:16

The M&A Mastermind Podcast - Episode 70 - Buyer's...

The M&A Mastermind Podcast ·

2025/01/23

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Maloney, CEO of Strategic M&A Advisors, discussing the critical role of insurance and risk management in mergers and acquisitions. They explore how sellers can prepare for buyer due diligence, the importance of professional advisors, and real-life case studies that highlight the impact of risk management on M&A transactions.The conversation emphasizes the need for sellers to understand the due diligence

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32:31

The M&A Mastermind Podcast - Episode 69 - Advanced...

The M&A Mastermind Podcast ·

2025/01/16

In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Joe Strazzeri, a tax attorney and expert in advanced tax planning for business owners. Joe shares his background, the importance of tax planning, and the four motives that drive business owners. He emphasizes the need for early conversations about tax planning, the timing of strategies, and shares real-life success stories of clients who benefited from proper planning. The discussion also covers the role of M&A

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47:16

The M&A Mastermind Podcast - Episode 68 - Creating a...

The M&A Mastermind Podcast ·

2025/01/09

In this episode of the M&A Mastermind podcast, host Nick Olsen and guest Jim Cumbee discuss the critical role of referral networks in business development. They explore how referrals are often taken for granted, the importance of building relationships and credibility, and the use of content as a tool for connection. Jim shares personal anecdotes that highlight the serendipitous nature of referrals and emphasizes the need for professionalism and trust in these relationships.In this

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28:34

The M&A Mastermind Podcast - Episode 67 - Best of...

The M&A Mastermind Podcast ·

2025/01/02

We’re wrapping up 2024 with Part 2 of our year’s best moments from the M&A Mastermind Podcast! This follow-up episode dives even deeper into the insights, strategies, and success stories that defined the year.Join us as we spotlight more of the most impactful conversations with industry leaders, dealmakers, and transition experts. In this episode, you’ll discover: How to hire the right advisor the first time "Focusing on what you do best and hiring experts" - Episode 50 - YouTube Insights

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26:23

The M&A Mastermind Podcast - Episode 66 - Best of...

The M&A Mastermind Podcast ·

2024/12/26

In this special year-in-review episode of the M&A Mastermind Podcast, we’re bringing you the most powerful, insightful, and game-changing moments from the past year. Whether you’re a seasoned dealmaker, a business owner contemplating a sale, or a professional navigating the M&A landscape, this episode distills the key strategies, expert advice, and actionable takeaways from our top conversations.Listen in as we revisit standout clips covering: Proven strategies for maximizing business

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28:04

The M&A Mastermind Podcast - Episode 65 - Virtual...

The M&A Mastermind Podcast ·

2024/12/19

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Brinson, CEO of CapLinked, a virtual data room platform. They discuss the evolution and importance of virtual data rooms in M&A transactions, highlighting key features, security measures, and the support provided to clients.Greg emphasizes the need for a sophisticated data room to protect sensitive information and streamline the transaction process, while also hinting at future developments including AI

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37:05

The M&A Mastermind Podcast - Episode 64 - Insights...

The M&A Mastermind Podcast ·

2024/12/12

In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Shaunna Balady, a member of Cornerstone International Alliance, who specializes in the software industry. Shaunna shares her extensive experience in M&A, emphasizing the importance of operational expertise, philanthropy, and emotional intelligence in transactions. She discusses the evolving landscape of software M&A, the significance of relationships in client acquisition, and the future trends in the

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48:56

The M&A Mastermind Podcast - Episode 63 - Scaling a...

The M&A Mastermind Podcast ·

2024/12/05

In this episode of the M&A Mastermind podcast, Adam Kroener, co-founder of Carbliss, shares the journey of creating a successful zero-carb, zero-sugar cocktail brand. From the initial inspiration rooted in a keto lifestyle to the challenges of differentiating in a crowded beverage market, Adam discusses the importance of building a strong team, strategic hiring, and maintaining a company culture that fosters growth. He also outlines the company's impressive growth trajectory and plans for future

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36:52

The M&A Mastermind Podcast - Episode 62 - Scale the...

The M&A Mastermind Podcast ·

2024/11/27

In this episode of the M&A Mastermind Podcast, Jonathan Baker discusses his journey in the marketing services industry and the evolution of his firm, Punctuation. He shares insights on the importance of industry focus, the transition from business owner to M&A advisor, and the strategies for helping clients grow and prepare for exit.Jonathan emphasizes the need for business owners to treat their firms as businesses, develop lead generation plans, and work on their business rather than in

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31:59

The M&A Mastermind Podcast - Episode 61 -...

The M&A Mastermind Podcast ·

2024/11/21

In this episode of the M&A Mastermind podcast, Nick Olsen interviews Andrew Hoffman, founder of the Search Fund Coalition. They discuss the concept of search funds, the evolution of acquisition entrepreneurship, and the importance of community support for entrepreneurs. Andrew shares insights on the different types of acquisition entrepreneurs, funding sources, deal structures, and the long-term goals of those looking to acquire and operate businesses. The conversation highlights the growing

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