Before acquiring a business, professionals must first do some background study on the business entity. Risk assessment is one way to learn about a business, to see what potential risks exist and how susceptible the business is to them. The term "Key Person risk" tops the list of risk assessments. This key individual is someone whose presence is absolutely necessary to the business.

Cindy Fields, the CEO, and founder of Loyalty Alliance is our guest on this episode. She talks about how a company's "Key Person" influences the entire business entity. She also mentioned the people who are referred to as the company's key personnel and how businesses have been purchasing Key Person Insurance to reduce the chance of failure during acquisitions. Finally, She offers our listeners some key points and recommendations.

Key Takeaways

What is the Loyalty Alliance and what do they do?
The importance of Key Person Insurance to M&A
Who usually is the Key Person in a business?
Takeaways and advice from Cindy

Quotes

"Key person insurance is defined as insurance for an individual at the company. It's an individual whose job is so pivotal to the company that if something happens to them, the company will be greatly affected." - Cindy

"I love key person insurance because I love protecting the companies, helping companies grow, talking to the CEOs about their companies and knowing them, and making sure they have the right protective mechanisms in place to achieve what's important to them." - Cindy

Featured in this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, banks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / strategicgrowthcouncil.com
Contact: [email protected] / 703-867-7269

Cindy Fields
President & Founder of Loyalty Alliance, Inc
Linkedin: https://www.linkedin.com/in/cindyafields
Twitter: https://twitter.com/theLAIWay
Website: https://loyaltyalliance.com

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters

00:00 Introduction
01:46 Our guest’s background
04:38 What is Loyalty Alliance and what do they do?
10:46 How does Key Person Insurance come into play in different situations?
14:07 Who purchases the insurance for that key person?
20:13 The difference between key person insurance versus a typical insurance
23:21 The opportunities and challenges of growing her business
25:56 Takeaways from our guest
28:30 How to connect with Cindy and Loyalty Alliance

This podcast is produced by Heartcast Media
https://www.heartcastmedia.com/

Branding for a company is more crucial than you would realize. Your brand is not only the logos and colors that you see but it is also the personality of your brand. Some businesses are struggling in building their brands. One of the struggles is how to communicate and establish their values in front of their customers. In this episode, Chris Faust, founder, and CEO of Fastlane, an independent, full-service branding, marketing, and communications agency, will discuss what branding is and how to establish the values of the brand and communicate it with the target audience. He also talks about how they help their clients establish their brand in front of their customers and what typical clients they’ve handled. Lastly, he gives some takeaways about what are his hopes and dreams for the future.

Key Takeaways

Chris's background and his company
What are Fastlane and its place in the market
Definition of branding and why companies are having problems with establishing brand values
The clients they worked with and the challenges they experienced
Takeaways and wishes from our guests

Quotes

"Branding goes well beyond just a good logo. It involves the entire totality of the experience and touchpoints that a customer or a buyer, B2B or B2C has with that company." - Chris

"We walk our clients through what we call a value ladder. The value ladder is ultimately asking questions that can provide feedback to make the customer's experience better." - Chris

Featured in this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, Banks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / strategicgrowthcouncil.com
Contact: [email protected] / 703-867-7269

Christopher Faust
Founder & CEO, Fastlane
Linkedin: https://www.linkedin.com/in/cmfaust
Profile: https://fastlane.co/chris-faust/
Company Website: https://fastlane.co/

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth is? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters

00:00 Introduction
01:57 About Chris
06:21 What is Fastlane and where does it fit in the market?
10:10 Working with global leader businesses
13:14 What is the reason that clients come to you?
16:38 Experience with clients that wants acquisition
19:10 Helping clients to prepare pending sales from a marketing communications standpoint
22:51 How do you define the value of a brand?
31:17 What are the typical clients you work with and what are the challenges?
38:10 Thoughts about peer advisory network groups
41:15 Chris sharing his hopes and dreams
44:17 Conclusion

This podcast is produced by Heartcast Media
https://www.heartcastmedia.com/

It takes timing, preparation, and strategy to sell a firm. These are all a part of the procedure, which, depending on the size of your organization, may occasionally be difficult. To get you the finest outcomes and uphold the reputation of the company you've built most in your life, there are services out there that may offer you consultations and even coaching. In today's episode, Kit invited Phil Curatilo, founder of Alinea Growth, an exit prep consulting and coaching firm. They discuss the proper process of selling a business, things to practice when planning to sell, the difference between consulting and coaching, the rules when thinking about selling the business, and lastly some key points about the distinction between investment banks and business brokers.

Key Takeaways

Who is Alinea Growth and what are its services
Examples of the area of weakness during the selling process of businesses
Consulting services versus Coaching services defined by our Guest
The future of Alinea Growth and where it headed to
The rules and facts they established when selling the business
The difference between investment banks and a business broker

Quotes

"If you're talking as a standalone business, a new platform for buyers, customer concentration is in fact important." - Phil

"One positive thing that the pandemic gave us is that people are now and companies are now much more willing to participate in learning and meeting like we're doing right now virtually." - Phil

"Consultants usually have a specific area of expertise and coaches takes some of it but they will help you discover things, meaning you do some work on your own to help you that discovery." - Phil

Featured in this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, IBanks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / strategicgrowthcouncil.com
Contact: [email protected] / 703-867-7269

Phil Curatilo
Founder, Alinea Growth
Linkedin: https://www.linkedin.com/in/philcuratilo
Company Website: http://alineagrowth.com

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth is? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters

00:00 Introduction
01:47 What is Alinea and its origins
02:45 Our guest's background and his business ---
06:47 Common examples of an area of weakness in selling the business
18:46 Webinars as a way of learning things
20:33 Clients they cater
23:25 Importance of peer groups
27:18 Definition of coaching from our guest
29:27 Where is business heading to
31:16 8 unassailable facts
36:18 investment banks vs business brokers

Produced by Heartcast media
https://www.heartcastmedia.com/

It takes a lot of effort and time to plan an exit strategy for your company, especially if you don't know much about it. It is best to hire an experienced expert to complete these tasks. In this episode, Kit invited Caroline Young, the CEO and founder of Craftsbury Consulting, a business consultancy that provides assistance with exit planning, preparedness, and executive coaching. Caroline discusses her personal experiences as well as how she started her consulting firm. She continues by outlining their services, which include business coaching and exit planning. She also talks about her expertise in M&A and how she used her abilities to help her clients succeed. If you're interested in learning more about organic growth, growth by acquisition, or the sale of your company, this will be interesting and useful for you.

Key Takeaways

Caroline's Business Coaching and Exit planning services
The definition of Private Equity
Caroline's Business Coaching and the 360 feedback
Caroline's approach to exit planning strategy

Quotes

"I love learning about new companies and helping people, find the strength of that company in a way that buyers are going to fall in love with it." - Caroline

"I'm not a certified coach, but leveraging my experience to help people has been super effective." - Caroline

Featured in this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, banks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / strategicgrowthcouncil.com
Contact: [email protected] / 703-867-7269

Caroline Young
CEO and Founder of Craftsbury Consulting
Linkedin: https://www.linkedin.com/in/caroline-young-b634332b
Profile: https://craftsburyconsulting.com/about-us/meet-craftsburys-founder
Company Website: https://craftsburyconsulting.com/

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth is? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters

00:00 Introduction
01:45 Guest's background and what she does
08:13 coaching and exit planning services
10:08 What is private equity?
13:34 Business coaching
15:13 Importance of feedback
20:35 Caroline's edge compare to other coaches
22:11 Are there people who are uncoachable?
23:56 Preparing the business for sale
26:21 Entrepreneurial operating system
27:34 Some case studies
36:42 About retreat and how to reach Caroline

This podcast is produced by Heartcast Media
https://www.heartcastmedia.com/

Having to join Peer advisory groups is one of the best recommendations you get as these groups provide unique insights and support for your business growth. Additionally, it can assist you in developing your leadership abilities because some of your peers are expert leaders in their respective fields and will impart knowledge and insight to you that isn't found in business books.

In this episode, Kit welcomes Todd Russell, a partner at RSM, a full-service professional services company that offers tax audit consulting and M&A-related services to the middle market. Kit and Todd talk about the value of participating in peer advisory groups and the advantages of working with RSM as a business partner. Todd also highlights RSM's unique characteristics and its place in the middle market environment.
If you're interested in learning more about organic growth, growth by acquisition, or the increase of capitalization of your company, this will be interesting and useful for you.

Key Takeaways

The core meaning of doing Peer Advisory Councils
Benefits of partnering with RSM
Where RSM fits in the ecosystem of the middle market
Benefits of joining peer advisory councils
What separates RSM from its rivals

Quotes

"The peer advisory council is a safe environment for business professionals to share their problems and ideas. This is an environment where they don't have to worry about a competitor." - Todd

"We strive to stand out among our customers by truly earning those deep loyal relationships by understanding them, understanding their needs, and understanding their business from all angles." - Todd

Featured on this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, IBanks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / http://strategicgrowthcouncil.com/
Contact: [email protected] / 703-867-7269

Todd Russell
Partners at RSM
Linkedin: https://www.linkedin.com/in/todd-russell-1796259
Company Website: https://rsmus.com/

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle-market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters
00:00 Intro
01:57 Todd's background
03:11 Defining Peer Advisory Councils
05:44 Support and trust vulnerability
10:22 Benefits in partnership with RSM
14:11 Where does RSM fits in the ecosystem of the middle market
17:34 Significant topics Todd learned over the years
19:37 Benefits of participating in peer advisory council
21:24 The difference between RSM to others
25:36 Thoughts on offering peer advisory council
26:37 Todd's next journey

Produced by Heartcast Media
https://www.heartcastmedia.com/

Many firms focus on issues that affect them right now, such as marketing, HR, sales, cash flow, and so on. Having or formulating an exit strategy for them is unrealistic since they do not expect to sell their company anytime soon. However, you cannot avoid departing your business, and research found that over 70% of businesses had no exit strategy at all. Having an exit strategy plan as soon as necessary can benefit you and your business since you will have a clearer picture of what your business will be in the future, giving you recommendations on how to develop it today.

In today's podcasts, Kit invited Gerald Radican of Veritas Financial, and Rick Scruggs of Financial Designs and they talked about the importance of having an exit strategy in your business. The episode starts with telling background information about our guests and what are the benefits of formulating exit strategies for your business. They also share the ideal Time Frame to set to have a successful exit strategy and what are the factors to look at during the set time frame. They notably said that in every business, solutions, and processes are different from each other as they said no one solution fits all. They also share some case examples from their experience and lastly they provide some insights and lessons learned from their many years in business.

If you're interested in learning more about organic growth, growth by acquisition, or the increase of capitalization of your company, this will be interesting and useful for you.


Key Takeaways

The Benefits in Collaboration with Firms That Can Advise Exit Plans in Businesses.
The Optimum Time Frame in Selling Business and The Factors To Look at
Doing Due Diligence is Still Important in the Exit Plan Strategy
The Difference between Our Guest from The Others
Challenges and Big Lessons That The Guests Learn in This Business Journey

Quotes

Every situation is going to vary. It's going to depend on the size of company ownership, and tax status as an S-corp or C-Corp. So one size does not fit all. - Gerald

It's lonely at the top, in the sense that you have no one on your team to talk to about succession, selling the business, or planning to sell the business until the moment is right. -Kit

I would say that what differentiates us is We run a personal financial plan parallel to a business plan every time we work with business owners and we come in often to find out that no business owners ever really do a personal financial plan. - Gerald

What sets us apart from other businesses is that we want to listen first, then ask excellent questions before offering answers. - Rick

Featured on this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, IBanks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / http://strategicgrowthcouncil.com/
Contact: [email protected] / 703-867-7269

Gerald J Radican
Partner At Veritas Financial
Profile: vfwealth.com/team/gerald-radican
Linkedin: https://www.linkedin.com/in/gerald-j-radican
Website: https://vfwealth.com

Rick Scruggs, CLU, ChFC, C(k)P
Partner At Veritas Financial | Principal at Financial Designs
Linkedin: https://www.linkedin.com/in/rick-scruggs-clu-chfc-c-k-p%C2%AE-5257a729
Website: https://www.financialdesigns.com/

Book Mentioned in the Episode
The Checklist Manifesto By Atul Gawande
Link: http://atulgawande.com/book/the-checklist-manifesto/

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle-market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters
00:00 Introduction
02:07 Rick’s Background
03:01 Gerald’s Background
05:31 The Benefits of Having an Exit Plan
07:08 Fair Market Value
10:17 Good Time Frame for Selling the Business
13:42 Factors to look at during the Set Time Frame
16:03 Due Diligence is important
17:25 Different size, Different Process
22:58 Insights from Experience and Mistakes
25:20 Case Examples
28:13 Differentiating our Guests From Others
32:24 Challenges and Big Lessons From Our Guests
40:34 How to Contact the Guests
41:54 Conclusion

This podcast was produced by Heartcast Media.

Finding and hiring the right people is an important aspect of a company's growth, and it has a direct influence on future success. A company's development and output will undoubtedly suffer without the right people. Without addressing these concerns, a company can't stay afloat in this competitive market.

In today's podcast, Kit invited Debra Young of Sheer Velocity, a global retained executive search firm focusing on the lower middle market with connections in private equity. She shares the importance of acquiring the right people with the right skill set, culture and personality. Debra discusses how we should find talents and leaders using a proven model and the factors that we should consider. She also shares some case examples and stories about her job and the lessons and wisdom she got from it.

If you're interested in learning more about organic growth, growth by acquisition, or the increase of capitalization of your company, this will be interesting and useful for you.

Key Takeaways

Our Guest's Work about Merger and Acquisition Market
How does Transitioning and Selection of Leaders of an Organization work
Finding Talents in this Times and the Talent Search Process of Sheer Velocity
Some Success Stories and Case Examples Shared by Our Guest
The Market Competition Around Talent Search or Human Resources
Some Lessons, Wisdoms, and Takeaways from our Guest

Quotes

There are a lot of people who are looking to move, but they're moving for the wrong reasons and they're not the right ones to hire or have the right motives for that particular role - Debra

We look at candidates from a complete 360-degree perspective, utilizing some proprietary tools to assess them not only in technical skills but also if cultured-fit and have a leadership personality. - Debra

One of the most important things to remember, especially when recruiting prospects, is to always have at least two individuals ready to step into the job in case one doesn't work out. - Debra

Featured on this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, IBanks, and the companies they work with (middle market).
Linkedin: https://www.linkedin.com/in/kit-lisle
Websites: Acclaropartners.com / strategicgrowthcouncil.com
Contact: [email protected] / 703-867-7269

Debra Young, PHR, SHRM-CP
Co-founder & Managing Partner, Sheer Velocity LLC
Experienced Executive Search Business Partner | Strategist | Business Owner | Small to Middle Market Private Equity
Linkedin: https://www.linkedin.com/in/debra-young-phr-shrm-cp-16810b7
Website: https://www.sheervelocity.com/
Contact: [email protected] / 303-990-1518

Techs and Links Mentioned in the Episode

Hogan Assessment Test -> www.hoganassessments.com
INAC Global Executive Search -> https://inac-global.com

Words from our Sponsors

Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle-market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

Chapters
00:00 - Introduction
02:07 - Debrah Young Bio and Background
04:23 - Debrah’s work in a Merger and Acquisition Perspective
06:23 - How Searching for a New CEO Works
08:24 - Knowing to Find Talents in this Great Resignation Era
13:29 - The Talent Search Process of Sheer Velocity
17:28 - Case Examples / Success Stories
21:03 - The Competition around Talent Search / Human Resource Market
24:33 - More Case Examples
27:09 - Lessons and Wisdom From the Guest
28:50 - Outro

This podcast was produced by Heartcast Media.

Value creation is the foundation of business. It is what sets you apart from the competition, secures long-term customers, and provides your brand and solution a distinct meaning. Your unique product will be considered as just another commodity by your target market until you build value for it. In order to create value for your product, you must first understand what value means to your target market. What are their needs and wants? How can your product improve their lives? Once you have a clear understanding of your target market's needs, you can begin to formulate a value proposition that will resonate with them. Only then will you be able to set your product apart from the competition and secure the loyalty of long-term customers.

In this podcast, Kit welcomes his guests Chris Longiaru, COO at Acclaro Growth Partners, Beth Hattel, a partner at Acclaro Growth Partners and Josh Present, a principal also in Acclaro Growth Partners. They discuss what Value Creation means and how it is important when we start growing our business.

If you're interested in learning more about organic growth, growth by acquisition, or the increase of capitalization of your company, this will be interesting and useful for you.

Key Takeaways

What is Value Creation
Where Does Value Creation Fit in the Market
Why Clients and Business Owners Ask for Help in Adding Value
Takeaways and Lessons Shared From Our Guest

Quotes

“Overcoming the hurdles in processing your products and understanding your competitions within the market as best as possible is what I can say value creation” - Chris

“Because the best plan for one entity may not be the best strategy for another. And I suppose the quick answer to where it adds value is our ability to kind of put those things together and develop a strategy that works best for them.” - Beth

“Coming from my experience,I tend to view more looking at the inward as ultimately affecting the outward end around how people build trust” - Josh

Featured in this Episode

Christopher Lisle
Growth strategy advisor for the ecosystem of investors, IBanks and the companies they work with (middle market).
Acclaropartners.com

Chris Longiaru
COO | VP, Operations
Acclaropartners.com

Beth Hattel
Market Strategy Professional | Partner at Acclaro Growth Partners
Acclaropartners.com

Joshua Present
Principal at Acclaro Growth Partners
Acclaropartners.com

Chapters
[00:00] Introduction
[02:12] Chris’ Background
[03:06] Josh’s Background
[03:51] Beth’s Background
[05:10] Where Does Value Creation Fit in the Grand Scheme?
[05:59] What Does Value Creation Mean?
[11:50] What Causes Clients to Ask for Help?
[18:35] How Does This Process Take Time?
[19:12] Words of Wisdom from Our Guests
[22:49] Conclusion and Outro

This podcast was produced by Heartcast Media.

Unlike other components of diligence, market due diligence does not base its findings on information given by the corporation. Market due diligence, on the other hand, entails acquiring information from industry experts, rivals, consumers, and, in certain cases, suppliers and other third-party market participants.

Chris Longiaru and David Hoad, Acclaro Growth Partners specialists in market due diligence, join us in this podcast to discuss what market due diligence is and why it is crucial in the merger and acquisition sector of business. They also emphasize the need of understanding the business's customer while performing due diligence. They also discuss why corporations use them and the typical method for doing market due diligence. They specifically express the obstacles and values of doing due diligence for business owners and give some lessons for future potential market acquirers.

If you're interested in learning more about organic growth, growth by acquisition, or the increase of capitalization of your company, this will be interesting and useful for you.


Key Takeaways
-What is Market/Commercial Due Diligence?
-Why is it important to understand the customer in doing due diligence?
-Why the Need of an Expert in Market Due Diligence?
-What is the process of doing Market Due Diligence?
-The Challenges and Values of doing Due Diligence for business owners
-How does Market Refresh Study help owners sell their business after acquiring it or buying it?

Quote Takeaways

“If the acquirers manage the transaction personally and call the company or competitors about it, they may not be completely honest with each other, which may have an influence on the transaction or the response they offer, therefore outsourcing us experts is more realistic.” - Chris

“We have done this for many years in many markets and industries, and we have the expertise to ask the proper questions and go in depth and to the specifics that are really more robust and accurate because we have done it for many years in many markets and sectors”. - David

Speakers of this Episode


-Christopher Lisle | Linkedin
Growth strategy advisor for the ecosystem of investors, IBanks and the companies they work with (middle market).
Acclaropartners.com

-Chris Longiaru | Profile | Linkedin
Principal | VP, Operations
Acclaropartners.com

-David Hoag | Profile | Linkedin
Private Equity Due Diligence / M&A Consulting / Strategic Market & Growth Opportunity Analysis
Acclaropartners.com

Time Stamp
[00:00] Show Introduction
[00:47] Guests Background
[03:24] What is Market/Commercial Due Diligence
[06:00] Answering the Big Questions
[07:29] Understanding the Customer
[08:39] Why the need of an Expert in due diligence?
[10:11] The Process of doing the work
[16:22] The challenges that happens during diligence work
[19:16] Renegotiations and reselling business
[21:05] Value for Management
[23:24] Takeaways for potential acquirers in the audience
[26:02] Market Refresh Study
[28:09] Takeaways from our Guests and how to contact them
[32:32] Outro

Planning or managing your wealth is a fantastic investment not only for yourself but also for your business, and there are wealth management services that will help you manage your wealth with high value and establish a trust-based relationship.

In this episode, we meet Richard Jollon, a wealth manager at Morgan Stanley. In the episode, he discusses the distinction between a stock brokerage firm and a wealth management firm, as well as the services provided to its clients. He also discussed how to battle human biases while managing funds and how their organization demonstrates values to their clientele.

If you're interested in learning more about organic growth, growth by acquisition, or the increase of capitalization of your company, this will be interesting and useful for you.

Key Takeaways
-What is the Difference between a Stock brokerage firm and A wealth management
-What are the services of Wealth Management Business
-The Common Target Audiences of Wealth Management Business
-How to Combat Human Biases and How Wealth managers addressed the problem
-How Wealth Management Demonstrate Values to their Clients

Quote Takeaways
“You know, I believe that at a certain point, you begin to define success less by financial measures and more by the quality of your relationships with your clients.” - Richard

Speakers of this Episode

-Richard T. Jollon | Profile | Linkedin
Vice President - Financial Advisor at Morgan Stanley
Morgan Stanley - Sentinel Group

-Christopher Lisle | Linkedin
Growth strategy advisor for the ecosystem of investors, IBanks and the companies they work with (middle market).
Acclaropartners.com


Time Stamp
[00:00] Introduction
[01:15] Guest Background
[03:50] Stock brokerage firm vs wealth management
[05:12] Wealth management services
[06:47] Why Consider get the service
[08:59] Home Office
[10:43] Target Audience of Wealth Management
[12:00] The Edge of Morgan Stanley from others
[14:11] Combating Human Biases
[17:30] Finding Prospects
[18:53] Demonstrating Value
[22:20] When is the right time?
[23:42] Defining Success
[25:22] Takeaways from the Guest