Send us Fan Mail 2026 has brought the same old story lines which continue to be a factor in the growth of various industries. With new and interesting challenges that seem to pop up every single day. Companies need to control the things you can control and manage the things you cannot.
May 22
31 min
Send us Fan Mail Privately Held middle market companies have seen bankruptcies surged in 2025, reaching the highest levels since the Great Recession, with over 700 U.S. corporate filings driven by high interest rates, inflation, and yes, tariffs. This upward trend is expected to continue through early 2026, with industrial and consumer discretionary sectors facing the highest distress.
Apr 1
30 min
Send us Fan Mail Recent updates to US tariffs on imports from China and our North American trading partners (Mexico and Canada), as well as reciprocal global tariffs on other countries, along with retaliatory tariffs, may cause uncertainty in the markets and supply chain disruptions that can significantly affect US businesses and your valuations.
Mar 1
26 min
Send us Fan Mail We are amid the greatest tailwind since 2019, yet it seems different this time around. The stock market is at an all time high. Interest rates went through three rate cuts leading into 2026 and AI has been the forefront of growth for middle market companies. Yet, having a business valuation is more important today than it has been in years past.
Jan 30
36 min
Send us Fan Mail What a valuation provides is a roadmap for future success, The future of securing funding, the future of having fair partner agreements, and a future for ensuring business longevity beyond the owner's tenure. A valuation is proactive tool, not just for a business transaction, it provides an objective benchmark for performance and value creation over time.
Dec 30, 2025
24 min
Send us Fan Mail Having an accurate valuation for your company, your estate or your exit strategy is critical. If not done correctly it could cost, you or your family in the end, thousands if not millions of dollars. This month, we will discuss the importance of having a valuation for either Gift & Estate planning, exit strategy platform ESOP or for an M&A transaction.
Dec 1, 2025
38 min
Send us Fan Mail The clock is ticking! We are in the final stretch of 2025 and valuations still have the same challenges as it was at the beginning of the year: market volatility – interest rates – inflation – and those three themes have one thing in common for valuations in these areas of M&A, ESOPs and Gift & Estate – Uncertainty!!
Sep 23, 2025
27 min
Send us Fan Mail In this episode, we are going to talk about what happens when a company makes the exciting decision to become an employee-owned company with Christopher Czyryca. Mr. Czyryca is the President of Collaborative Testing Services; Inc. CTS is a company that runs interlaboratory programs; these are quality assurance tools for testing in measurements laboratories.
Jul 28, 2025
44 min
Send us Fan Mail Even though it feels like we have been in this whirlpool cycle so far in 2025, there have been a lot of interesting things happening in the Merger and Acquisition space. As we know, the M&A outlook coming into this year saw that there were several advantages for M&A activity: substantial amount of capital raised, monetary supply side pressure for deal flow, lower interest rates and a more business friendly government. Unfortunately, at the beginning of the second quar...
Jun 19, 2025
27 min
Send us Fan Mail Having ESOPs as an alternative platform for a potential exit strategy has gained a lot of momentum for a variety of reasons. This podcast explores three areas of interest for considering the ESOP option: 1. Professional Services 2. M&A Growth Strategy and 3. Government support.
May 30, 2025
36 min
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