Buyouts, Business and Bourbon

Join Gerry Spitzer in an engaging conversation with Philip Whitman, a legend in the accounting world. Discover insights into the evolving landscape of CPA firms, the challenges of recruiting new talent, and the impact of private equity in the industry. Philip shares his journey from public accounting to becoming a leading consultant, offering a unique perspective on the future of accounting.Key Topics:- The changing dynamics of CPA firms and recruitment challenges.- The role of private equity in transforming the accounting industry.- Philip Whitman's career journey and insights into practice management.- The importance of advisory services and multidisciplinary consulting.#Accounting #CPAFirms #PrivateEquity #BusinessInsightsTune in to explore the future of accounting and gain valuable insights from industry expert Philip Whitman.---Connect with Us:If you enjoyed this episode, please like, comment, and subscribe for more inspiring stories from business leaders and entrepreneurs. Have questions or want to suggest a guest? Drop a comment below!About Gerry Spitzer:Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.📞 Connect with Gerry✉ [email protected]📱 850-655-6500🌐 https://www.questarcap.com/ 🔗 LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/

Join Gerry Spitzer as he sits down with Chris LaPlaca, former SVP of Corporate Communications at ESPN. Chris shares his journey from working in his family's business to becoming a key figure in sports media. Discover insights on leadership, succession planning, and the evolution of ESPN.Key Topics:

• Chris's early life and family business experiences
• Transition to ESPN and career growth Leadership traits and succession planning
• Challenges and successes in crisis management
• Personal anecdotes and lessons learned

#Leadership #SportsMedia #ESPN #ChrisLaPlaca #Podcast
---Connect with Us:If you enjoyed this episode, please like, comment, and subscribe for more inspiring stories from business leaders and entrepreneurs. Have questions or want to suggest a guest? Drop a comment below!About Gerry Spitzer:Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.📞 Connect with Gerry✉ [email protected]📱 850-655-6500🌐 https://www.questarcap.com/ 🔗 LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/

Hang on to your bourbon, because today we are joined by Ashley Sarokhan, a seasoned ESOP advisor and managing director at Lazear Capital. Dive into a conversation that blends the art of business exits with the smoothness of bourbon.

Key Topics:

• The growing trend of business exits among baby boomers.
• Ashley's journey from commercial banking to ESOP advisory.
• The benefits and misconceptions of ESOPs (Employee Stock Ownership Plans).
• New Jersey's initiative to promote employee ownership.
• Personal insights into Ashley's favorite drinks and her professional path.

#BusinessExits #ESOP #BourbonTalk #Questar

Tune in to discover how ESOPs can transform business exits and why they might be the best-kept secret in the industry. Subscribe now to not miss an episode!

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Connect with Us:

If you enjoyed this episode, please like, comment, and subscribe for more inspiring stories from business leaders and entrepreneurs. Have questions or want to suggest a guest? Drop a comment below!

About Gerry Spitzer:

Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.

📞 Connect with Gerry

✉ [email protected]

📱 850-655-6500

🌐 https://www.questarcap.com/

🔗 LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/

Chris Gibson joins Buyouts, Business & Bourbon to share his extensive experience in leadership, both in the military and in business. He discusses his new book, 'The Spirit of Philadelphia,' which explores the importance of leadership principles and the need for civil discourse in today's society.Chris reflects on his military background, emphasizing the significance of emotional intelligence and self-awareness in developing effective leaders. He also addresses the challenges of succession planning in businesses and the importance of preparing future leaders. Additionally, Chris shares insights from his time in Congress and the necessity of listening and building trust across political divides. The conversation concludes with personal reflections on leadership and the future.

Takeaways:

• Chris Gibson emphasizes the importance of civil discourse in leadership.
• The founders of America faced significant challenges in establishing the nation.
• Emotional intelligence is crucial for effective leadership development.
• Self-awareness leads to better decision-making in high-pressure situations.
• Succession planning is essential for the longevity of businesses.
• Trusting the process is vital for empowering leaders.
• Setting up a forcing function can enhance leader development.
• Listening and empathy are key traits for successful political leadership.
• Chris's experience in Congress taught him the value of building trust across party lines.
• The Spirit of Philadelphia serves as a call to recover founding principles.

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Connect with Us:

If you enjoyed this episode, please like, comment, and subscribe for more inspiring stories from business leaders and entrepreneurs. Have questions or want to suggest a guest? Drop a comment below!

About Gerry Spitzer:

Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.

📞 Connect with Gerry

✉ [email protected]

📱 850-655-6500

🌐 https://www.questarcap.com/

🔗 LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/

Welcome to the premiere episode of Buyouts, Business and Bourbon! Host Gerry Spitzer sits down with Paul Sullivan and Joseph M. Zaccheo of Sullivan Tire & Auto, a family-founded business with a remarkable legacy in the tire and auto industry. In this episode, Paul and Joe share the fascinating history of Sullivan Tire, from its humble beginnings in 1955 to its evolution into a thriving, employee-owned company.

In this episode:

• The inspiring story behind the founding of Sullivan Tire & Auto and the Sullivan family’s commitment to loyalty, integrity, and customer service.

• How Sullivan Tire transitioned to an Employee Stock Ownership Plan (ESOP), making every employee an owner and strengthening the company’s culture.

• Insights into succession planning and leadership development within a growing family business.

• The impact of employee ownership on retention, engagement, and company growth.

• The challenges and rewards of the ESOP process, and why it’s a powerful but underutilized exit strategy for business owners.

• Sullivan Tire’s ongoing commitment to community involvement and exemplary customer service.

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Connect with Us:

If you enjoyed this episode, please like, comment, and subscribe for more inspiring stories from business leaders and entrepreneurs. Have questions or want to suggest a guest? Drop a comment below!

About Gerry Spitzer:

Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.

📞 Connect with Gerry

✉ [email protected]

📱 850-655-6500

🌐 https://www.questarcap.com/

🔗 LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/