In this episode, Craig sits down with Dave Ogurek, Director at Caber Hill Advisors and the firm's first full-time hire. Dave shares his journey from corporate finance roles at manufacturing and PepsiCo to due diligence work in the audiology space, and how these experiences prepared him for investment banking. He discusses the importance of preparing businesses for sale, shares a memorable due diligence horror story, and explains his role as a Certified Valuation Analyst (CVA). Now based in Phoenix, Dave talks about building Caber Hill's presence in that market and offers valuable insights for business owners considering an exit strategy. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/david-ogurek-director-m-and-a-due-diligence-and-analysis

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In this episode of The Close, Craig interviews Dr. Pete Smidt, founder of Smalltown Dental, about his rapid expansion during COVID-19 when he grew from two to eight practices in just one year. Pete shares the challenges of managing multiple office cultures, dealing with staff challenges, and building leadership teams while acquiring multiple practices. He discusses his strategic shift toward de novo development, his doctor ownership model that offers work-life balance and investment opportunities, and the importance of having a clear vision beyond just profits. Pete emphasizes that money motivates short-term but vision inspires long-term success in multi-site growth. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/dr-pete-smidt-smalltown-dental

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In this episode of The Close, Craig and Josh Gammon discuss the growing litigation funding market and how Wealth Docket, a litigation funding company that Josh co-founded, focuses on complex commercial and patent litigation for individual claimants and small law firms. The conversation covers the challenges of valuing intellectual property, distinguishing between assets with true standalone value versus those only valuable within a business context. Josh emphasizes the importance of client service and shares entrepreneurial advice about balancing confidence with accountability when building a business. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/josh-gammon-wealth-docket-litigation-funding-ip-advisory

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In this solo episode of The Close, Craig Castelli tackles listener questions covering timely M&A topics. He discusses how the government shutdown impacts SBA financing and government contractor deals, explains reverse due diligence strategies for sellers to properly vet potential buyers, and breaks down the value of conducting sell-side quality of earnings reports. Craig provides practical insights on evaluating rollover equity offers, checking buyer references, and understanding when professional financial analysis is worth the investment. This Q&A format delivers actionable advice for business owners navigating the complexities of selling their companies in today's market environment. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/craig-checks-in-government-shutdown-reverse-due-diligence-sell-side-quality-of-earnings-report

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Business owner Ted Hsu shares his journey from selling his company to finding new purpose in life after exit. He discusses the critical aspects of the sale process, emphasizing the importance of paying attention to all that is said and left unspoken. Ted reflects on his smooth transition to working within a PE-backed environment, crediting proper systems and scalability focus. Ted offers candid advice for business owners: there's no magic formula, just consistent execution of proven fundamentals over time, exactly what successful entrepreneurs have done for decades. Finally, Ted teases his latest venture, USA Backup, an organization established to help families prepare for economic uncertainties. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/ted-hsu-horizon-services-usa-backup

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Caber Hill Advisors Managing Director Jordan Gerber explores his unique path to investment banking. From his early days as a CPA to owning and selling his own collection agency, Jordan shares hard-earned lessons about the M&A process, including mistakes he made during his own business sale. Now specializing as a generalist covering multiple sectors, Jordan discusses how his diverse background helps him serve clients more effectively. He wraps up with essential advice for business owners: treat your company like your health and get an annual business physical to stay sale-ready. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/jordan-gerber-managing-director-on-the-close

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Craig is joined by Denielle Finkelstein & Thyme Sullivan, the founders of Unicorn, who made a bold pivot from retail shelves to revolutionizing workplace bathrooms. After struggling in the competitive retail space selling premium period products, they discovered an untapped market by creating the first-ever dispensers placed directly in bathroom stalls. With zero customer churn over three and a half years, patent-pending technology, and a mission to change women's lives, they've built a blue ocean business model. The founders share insights on finding the right investors, staying true to your mission, and why sometimes the best business decision is saying no to funding that doesn't align with your values. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/denielle-finkelstein-thyme-sullivan-unicorn-every-stall-period-products

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In this episode of The Close, Maria Melone discusses the challenges facing healthcare M&A, particularly in dental and med spa sectors. She explains how many advisors focus solely on headline multiples while ignoring crucial deal structure elements like cash-at-close ratios, equity terms, and buyer-seller fit. Maria shares a compelling example of how the same transaction could be valued at 28x, 15x, or 8.5x depending on EBITDA calculations. The conversation covers the shift toward lower cash-at-close deals, the importance of rollover equity, and why sophisticated financial expertise is essential for successful healthcare transactions in today's market. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/maria-melone-dental-and-medspa-m-and-a-advisory-on-the-buy-sell-sides

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Nick Olsen, Managing Director of Cornerstone International Alliance, discusses what makes successful M&A advisors and how business owners should evaluate them. Nick shares insights from working with 165 M&A advisors who've closed $5.5 billion in deals over four years. He emphasizes the importance of relationship management, being a trusted advisor, and developing strong business development skills. The conversation also covers what business owners should look for when selecting an M&A advisor, including industry experience, track record, and communication skills. Finally, Nick discusses his M&A Mastermind podcast, which recently reached 100 episodes. Explore the full episode page to watch a video or read a transcript of the full interview:  https://caberhill.com/podcast/nick-olsen-cornerstone-international-alliance-m-and-a-advisory-network

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Dr. Abhishek Nagaraj and Dr. Anushka Gaglani, co-founders of Areo Dental Group, discuss their entrepreneurial journey from associates to successful multi-practice owners. Founded in 2016, Areo has grown through strategic acquisitions and de novo development across multiple states. The duo shares insights on leadership development, the importance of peer groups and mentorship, and their decision to pursue MBAs while scaling their business. They emphasize that success comes from focusing on vision and execution, surrounding yourself with other entrepreneurs outside dentistry, and prioritizing cash flow over revenue. A candid conversation about building a dental empire with patience and strategic thinking. Explore the full episode page to watch a video or read a transcript of the full interview.

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