For many family businesses, the biggest obstacle to a successful exit is not the market; it’s family dynamics. In this episode of Transaction Talk, hosts Eric Sigman and Jennifer Fox welcome Jeremy Stevenson to discuss how he helps owners “fix the family and the business” during the transition process. Jeremy is an entrepreneur, consultant, and…
POSTED IN: Corporate & Business, News, Transaction Talk
Are you a business owner considering a sale but want to explore all your options? Then this episode of Transaction Talk is for you! Today, hosts Eric Sigman and Jennifer Fox dive into the world of Employee Stock Ownership Plans (ESOPs) with Mary McCooe, a Corporate and Benefits Lawyer from Maselan & Jones. As a…
POSTED IN: Corporate & Business, News, Transaction Talk
SBA loans can be a powerful tool for business buyers and sellers once you understand how they work and what approvers are really looking for. On the latest episode of Transaction Talk, Eric and Jennifer are joined by Jennifer McKay, senior loan officer at Live Oak Bank, to discuss all things SBA loans. Tuning in,…
POSTED IN: Corporate & Business, News, Transaction Talk
Check out the latest episode of Transaction Talk where family law attorney Cynthia Runge joins hosts Eric Sigman and Jennifer Fox to discuss the critical legal and financial factors that come into play when selling a business while getting divorced. From understanding how marital estates are valued to the impact of prenups and postnups, and…
POSTED IN: Corporate & Business, News, Transaction Talk
Check out the latest episode of Transaction Talk featuring Neil Cohen, an estate planning attorney at RS Law LLP, who specializes in business succession, probate administration, and both simple and complex estates. Neil begins the conversation by defining estate planning and explaining why it’s essential for all businesses. Then, he explores the differences between a…
Check out the latest episode of Transaction Talk featuring Dave Killen, a commercial real estate broker at LandVest, a firm specializing in customized commercial real estate solutions. Dave shares his expertise on everything from complex property valuations to identifying the right buyers for unique properties. Tune in to learn about the challenges of valuing businesses…
POSTED IN: Corporate & Business, News, Transaction Talk
Check out the latest episode of Transaction Talk featuring attorney Adam Gutbezahl, an AI thought leader in the legal field. Adam breaks down how AI tools, especially Large Language Models (LLMs), are being used in business and the potential legal risks they pose. From the dangers of AI-generated misinformation to increasingly convincing phishing scams, he…
POSTED IN: Corporate & Business, News, Transaction Talk
Check out the latest episode of Transaction Talk featuring Megan Kearney, entrepreneur, franchisee, and Partner at Exit Factor Lexington, to discuss why every business owner needs an exit plan. Exit Factor is a business coaching and consulting firm that helps entrepreneurs increase profits, free up their time, and unlock their business’s true value. In their…
POSTED IN: Corporate & Business, Mergers & Acquisitions, News, Transaction Talk
Check out the latest episode of Transaction Talk featuring Brook Hartnett, one of the top brokers in the Transworld Business Advisors Boston office. A U.S. veteran and seasoned entrepreneur with a strong background in the fitness industry, Brook has seamlessly transitioned his expertise into the world of business brokerage. Now, he’s helping business owners confidently…
POSTED IN: Corporate & Business, Mergers & Acquisitions, News, Transaction Talk
Check out the latest episode of Transaction Talk featuring Matthew Allison, a Partner at Citrin Cooperman’s Tax Practice. He joins us to talk about the importance of a Quality of Earnings Report in due diligence during a business sale transaction. We kick off our conversation by defining what a Quality of Earnings Report is and…
POSTED IN: Corporate & Business, Mergers & Acquisitions, News, Transaction Talk
