Next Venture Alliance Show

What if the obstacle to closing more deals isn’t just about the numbers, but about asking deeper questions and building the right relationships? Are you relying on habit and surface-level expertise, or proactively cultivating the insight, resilience, and creativity needed to guide clients through complexity?

Deal flow isn’t only about cash and checklists. The true differentiator for business brokers and advisors is combining hands-on knowledge with a willingness to ask tough, sometimes uncomfortable questions before they become deal-breakers. Success requires seeing the whole picture, not just the transaction.

In this episode, Oliver speaks with Carrie Callaway Cardy, VP and Senior SBA Relationship Manager at KeyBank. Drawing on nearly two decades of experience in financing, deal structure, and entrepreneurial education, Carrie discusses the realities of SBA lending, recent regulatory shifts, early advisor involvement, buyer fit, seller financials, and the clarity and preparation that can determine whether a deal succeeds or fails.

Subscribe for more real-world strategies to help you move beyond closing transactions and become the trusted advisor your clients, and your pipeline need.

Guest Links:
LinkedIn: https://www.linkedin.com/in/carrie-callaway-cardy/
Email: [email protected]
Website: https://www.key.com/personal/index.html

Connect with Oliver:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: https://www.instagram.com/nextventurealliance

What if the greatest value in selling your business isn’t the financial windfall, but the relationships you’ve built along the way? Are you truly preparing clients—and yourself—for the emotional and practical reality of life after a sale, or just focusing on the deal itself?

This episode reminds us that the end of a transaction is only the beginning of a new chapter—for both advisors and owners. The real transformation comes not just from financial freedom, but from confronting one’s identity, finding fresh purpose, and reconnecting with what matters most. It’s a challenge to shift our perspective from merely engineering the exit to stewarding the entire journey, including the uncertain—and exciting—"what’s next?"

Joining Oliver Kotelnikov is Carol Anne Lee, a former catering business owner who sold her company and navigated the emotional, logistical, and personal complexities that followed. Together, they unpack the often-overlooked side of succession: balancing the planner and the visionary, surviving the literal and figurative bruises of entrepreneurship, and learning that reinvention doesn’t end with a successful deal. You’ll get fresh insight into aligning a business for sale, stewarding client relationships through change, and redefining fulfillment after the paperwork is signed.

Share this episode with another advisor who’s ready to become more than a dealmaker—someone committed to guiding clients and themselves into a richer, more authentic “next chapter.”

Connect with Carol Anne:
Email: [email protected]

Connect with Oliver:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: https://www.instagram.com/nextventurealliance

Selling a business isn't just about finding a buyer. It's about preparing years in advance so that when the opportunity comes, both the business and the owner are ready.

In this episode, Oliver Kotelnikov sits down with Christopher Thom, CPA and Founder of Evergreen Accounting, to explore the financial side of business ownership transitions. Christopher shares how proactive tax planning, clean financial reporting, and early collaboration between advisors can significantly improve the outcome of a business sale.

Together, they discuss the role of accountants in mergers and acquisitions, explain complex concepts such as purchase price allocation, working capital, Quality of Earnings reports, and GAAP accounting in practical terms, and examine how owner dependence can affect business value.

Whether you're planning an exit in the near future or want to build a stronger business, this conversation offers practical guidance that can help you preserve more value and avoid costly surprises.

Guest Links:
LinkedIn: https://www.linkedin.com/in/chris-thom-4b504626/
Email: [email protected]
Website: https://www.ever-greenaccounting.com/

Connect with Oliver:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: https://www.instagram.com/nextventurealliance

What if your path to business ownership was less about finding the “perfect” opportunity and more about cultivating clarity and readiness from the inside out? Are you helping your clients build resilient, sustainable enterprises, or just reacting to their immediate wish lists and blind spots?

Too many advisors and brokers get caught solving surface-level problems, overlooking the underlying systems, preparation, and mindset shifts that actually drive long-term success. As this episode reveals, transformative progress happens when you challenge ambitious owners to plan beyond their current horizon, systematize their operations, and prepare their businesses (and themselves) for the capital, scale, and transitions they dream of.

In this episode, Dayo Oyetuga, Certified Business Advisor at the Washington SBDC, brings experience in both entrepreneurship and large-scale organizational transformation. He shares eye-opening lessons on preparing businesses for growth, demystifying capital readiness, leveraging technology, and mastering the unglamorous—but essential—routines of strategic planning and honest self-assessment.

From helping business owners avoid the “lost opportunity” trap to equipping first-time buyers with the right questions and accountability, Dayo Oyetuga offers practical strategies and real-world stories for anyone looking to move from reactive to deliberate, from overwhelmed to empowered.

Subscribe for more insights on building your deal flow, elevating your advisory skills, and leading your clients toward lasting, meaningful success.

Guest Links:
LinkedIn: https://www.linkedin.com/in/gregory-kovsky-460aab7/
Email: [email protected]
Website: https://ibainc.com/

Connect with Oliver:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: https://www.instagram.com/nextventurealliance

What if the secret to long-term success in business brokerage has less to do with technical skills and more to do with personal authenticity, relentless education, and treating people right? Are you building your deal flow on a foundation of deep regional knowledge, lasting relationships, and a win-win mentality? Or are you simply chasing transactions?

When you look beyond commissions and truly invest in your own expertise and your clients' success, you build not only trust but also a practice that stands the test of time. As this episode reveals, the best brokers, the ones whose businesses endure, obsess over team building, continual learning, transparency, and the strength of their reputations, not just their pipelines.

In this special episode with Gregory Kovsky, President and CEO of IBA, the lessons go far beyond EBITDA multiples and negotiation tactics. You’ll learn how Gregory’s journey from basketball coach to top dealmaker shaped a leadership philosophy built on the golden rule, education, and team excellence. The episode covers the nuances of local versus national brokerage, the power of full disclosure and mentorship, and how building a legacy means raising the bar for the entire industry, not just yourself. Real-world tales of complex deals, cross-cultural challenges, and the human element of business transitions make this a must-listen for any broker seeking lasting impact.

Subscribe for more insights on how to grow your deal flow and become a truly trusted advisor in business sales and succession.

Guest Links:
LinkedIn: https://www.linkedin.com/in/gregory-kovsky-460aab7/
Email: [email protected]
Website: https://ibainc.com/

Connect with Oliver:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: https://www.instagram.com/nextventurealliance

Are you wondering why insurance feels more complicated (and expensive) than ever?

In this episode, Oliver Kotelnikov sits down with commercial insurance expert Julie Janowicz to pull back the curtain on the real state of insurance—what’s changed, what’s insurable, and what you actually need to know before your next big business move.

From wild stories about insuring axe-throwing bars and navigating drone inspections, to actionable advice on getting the best value from your broker, you’ll hear insider knowledge that’s critical for business owners, buyers, and anyone trying to survive today’s unpredictable insurance environment. Whether you’re dealing with commercial policies, fleet auto, D&O, or want to understand how AI is affecting your rates, this conversation is essential listening.

Don’t miss out! Subscribe for more no-BS conversations with industry insiders.

Guest Links:
LinkedIn: https://www.linkedin.com/in/juliejanowicz/
Company: http://www.dcigi.com/
Email: [email protected]

Connect with Oliver:
Email: [email protected]
LinkedIn: linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: instagram.com/nextventurealliance

When is the right time to start financial planning? Is it only after you’ve “made it,” or is it something you should be thinking about much earlier as a business owner?

For many entrepreneurs, financial planning feels like something they’ll get to later. But the truth is, real planning isn’t about perfect timing or complex spreadsheets—it’s about clarity. It’s about understanding your goals, your values, and the “why” behind your decisions. Saving money is important, but planning is what turns uncertainty into confidence and gives your future direction.

In this episode, Oliver Kotelnikov sits down with Tim Melia, Principal at Embolden Financial Planning, for an honest and practical conversation. Tim shares his journey from the tech world into wealth management, lessons learned as a business owner, and his passion for helping clients—from Gen Z to Baby Boomers—make smart, values-aligned financial decisions.

If you’re looking for clear guidance and want to start financial planning in a way that actually fits your life, this episode is for you. Listen in, reflect on what truly matters to you, and take the first step forward.

Guest Links:
LinkedIn: www.linkedin.com/in/timjmelia
Company: https://www.emboldenfp.com/
Email: [email protected]

Connect with Oliver:
Email: [email protected]
LinkedIn: linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: instagram.com/nextventurealliance

What does it really take to turn a simple cup of coffee into a thriving community hub? Is the American dream of entrepreneurship still alive in today’s specialty coffee scene? And how does someone go from spinning records in nightclubs around the world to roasting coffee beans in a quiet seaside town?

Behind every successful small business is a story of reinvention, risk, and resilience. True entrepreneurship often looks less glamorous than people imagine—it’s built on consistency, grit, and showing up even when the work feels ordinary. Personal background, an eye for opportunity, and a deep connection to community can turn a business into something far greater than its product, especially when adaptability and long-term commitment lead the way.

In this episode, Oliver Kotelnikov explores Ben Cook’s remarkable journey—from a bohemian upbringing in Berkeley and a thriving DJ career across New York and Europe, to becoming the owner of Better Living Through Coffee in Port Townsend. Together, they unpack lessons from family entrepreneurship, the influence of music and travel, the realities of staff culture, and the challenges—both literal and figurative—of running an independent café, all while debunking myths about what success really looks like.

If this conversation sparked ideas about entrepreneurship, community, or redefining success, take the next step—listen to the full episode, visit or support Better Living Through Coffee, and subscribe, share, or leave a review.

Guest Links:
LinkedIn: www.linkedin.com/in/benjamincook2
Company: ptcoffee.com
Email: [email protected]

Connect with Oliver:
Email: [email protected]
LinkedIn: linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: instagram.com/nextventurealliance

What if the evolving landscape of hospitality isn’t just about changing consumer behavior — but a signal for advisors and brokers to rethink how they guide client success? Are you equipping your clients with data-driven strategies, or relying on assumptions shaped by a different era?

In this episode, Jason Brandt, President and CEO of the Oregon Restaurant and Lodging Association, along with Joseph Holcraft, hospitality M&A advisor at IBA, explore why past experience alone is no longer enough to stay ahead.

Together, they unpack labor market realities, leadership challenges, and the risks of static thinking. From the quiet power of engaged teams to the growing role of innovation — including AI, tax strategy, and evolving guest expectations — the conversation highlights how authentic listening and strategic partnerships create long-term resilience.

If you’re ready to move beyond hoping for better conditions — and start intentionally shaping the future of your deals and advisory practice — subscribe for more grounded conversations designed to help you grow your deal flow and strengthen your role as a trusted advisor.

Guest Links:
LinkedIn: https://www.linkedin.com/in/jasonmbrandt/
Company: https://www.oregonrla.org/
Email: [email protected]

Connect with Oliver:
Email: [email protected]
LinkedIn: linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: instagram.com/nextventurealliance

What if putting off your “legal homework” is actually holding back your clients’ growth—and your own? Are you approaching deals transactionally, or are you ready to become the advisor who helps entrepreneurs thrive through preparation, proactive counsel, and hard-earned trust?

Winning as a broker isn’t just about managing the transaction—it’s about mindset. This episode underscores the transformational value of forward-thinking legal guidance, where preparation, candid conversations, and strategic relationships replace last-minute scrambling and fire drills. True dealmakers earn the right to advise by speaking the language of both business and risk—long before the signatures hit the page.

Michelle Bomberger, award-winning attorney and CEO of Equinox Business Law Group, sits down with Oliver to unpack what proactive, business-minded legal counsel looks like. She shares real scenarios in M&A, walks through the power—and pitfalls—of letters of intent, due diligence, reps and warranties, and even AI policy.

You’ll learn why the most successful brokers start building their client’s “legal data room” far ahead of the sale, how to become a true trusted advisor, and where future-ready legal strategy is headed for professional advisors.

Subscribe for more practical conversations on moving from transactional to transformational—so you can grow your pipeline by helping clients build businesses buyers actually want. Share this episode with a broker or advisor ready to lead the way.

Guest Links:
LinkedIn: www.linkedin.com/in/michellebomberger/
Company: www.equinox.law
Email: [email protected]

Connect with Oliver:
Email: [email protected]
LinkedIn: linkedin.com/in/oliverkotelnikov
YouTube: https://www.youtube.com/@NextVentureAlliance
Instagram: instagram.com/nextventurealliance