Best Sba Process Podcasts (2025)

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Fixing the Family and the Business—Before You Sell, Scale, or Step Out 25:15

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3h ago25:15

25:15

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, we 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 adviser who has helped over 150 fam…

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Concrete Lessons: Munashe Makava on Family, ETA, and Building Businesses | Ep. 52 1:04:33

3d ago1:04:33

1:04:33

At the heart of entrepreneurship is the responsibility to create value. Not just for yourself, but for employees, customers, and the community. In this episode of Before You Buy or Sell a Business, Jared Johnson sits down with Munashe Makava, an NYU MBA graduate who began his career at Deloitte and Goldman Sachs before stepping into entrepreneurshi…

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0011 - Why Buying A Business Is Not For You 10:48

3d ago10:48

10:48

In this solo episode of Business Buying for Financial Independence, host Tim Delaney steps away from guest interviews to share an honest look at the downsides of business ownership. While Tim is a strong advocate for buying small businesses, he makes it clear: it’s not for everyone. From stress and uncertainty to the myth of passive income, Tim bre…

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CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund) 1:25:49

5d ago1:25:49

1:25:49

This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of the Total Portfolio Approach – with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and ex…

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CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB) 1:10:20

5d ago1:10:20

1:10:20

This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of the Total Portfolio Approach – with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and ex…

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Part 1 - How to Buy Your First Business Series 20:26

7d ago20:26

20:26

Episode 1: Buying a Business 101 - Introduction to the concept of buying a business - Benefits of acquisition versus starting from scratch. - Common myths and misconceptions. SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inz…

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0010 - Leaving His Printing Business to Buy a Sunscreen Company 49:36

11d ago49:36

49:36

How do you go from printing to sunscreen? In this episode, Tim talks with Michael Linden about his fascinating journey from running a printing business to acquiring a growing sun care brand. Michael shares the lessons learned from buying a business instead of building one from scratch, why branding and social media are critical in today’s market, a…

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CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital) 55:40

11d ago55:40

55:40

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine) 45:09

11d ago45:09

45:09

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine) 54:25

11d ago54:25

54:25

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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Add-On Acquisitions with SBA with No Money Down 32:58

15d ago32:58

32:58

Ryan Price went down the Traditional Search Fund ETA path and realized after a year that it wasn't the right fit. He pivoted, went off on his own and bought an adjacent business through an SBA loan with no money down. Yes, it does happen. :). Podcast Nuggies: Ryan Price’s path from e-comm sales to acquisitions Lessons from leaving a search fund acc…

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Understanding ESOPs: Tax Benefits, Structure, and Strategy 24:19

18d ago24:19

24:19

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, we dive into the world of Employee Stock Ownership Plans (ESOPs) with Mary McCooe, a Corporate and Benefits Lawyer from Maselan & Jones. As a specialist in ESOPs, financing transactions, and a wide range of empl…

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From Startup to Acquisition: Sathya Ramanathan on Selling, Buying, and Growing a Business | Ep. 51 44:46

18d ago44:46

44:46

What’s the difference between starting a business from scratch and buying an existing one? In this episode of Before You Buy or Sell a Business, Jared Johnson talks with Sathya Ramanathan, a former tech founder who grew and exited a software company before acquiring a light construction equipment dealership in the Dallas-Fort Worth area. Sathya sha…

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How Michael Haase Built and Sold Quantix (with Website Closers' Help) 37:06

17d ago37:06

37:06

What does it look like to prepare a company for sale when you've just bought it? And what do buyers really care about when they’re looking to acquire? That’s what Michael Haase and his brother, through their firm Think Global, do. And after preparing countless businesses for acquisition, they had the opportunity to put their own advice into practic…

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0009 - What Buying With "No Money Down" Really Means 19:37

18d ago19:37

19:37

In this episode, Tim Delaney discusses the concept of buying a business with no money down, exploring various financing options such as seller financing, SBA loans, and partnerships. He emphasizes the importance of understanding the financial obligations tied to business purchases and provides insights into alternative payment structures like earn …

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CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane) 1:06:56

19d ago1:06:56

1:06:56

This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives…

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CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital) 1:12:59

19d ago1:12:59

1:12:59

This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives…

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0008 - Starting A Magazine Without The Startup Process 1:02:20

25d ago1:02:20

1:02:20

Are you fascinated by the world of publishing but intimidated by the startup grind? In this episode, Tim talks with Rick Sedler, a seasoned entrepreneur who built his career by buying and transforming magazines rather than starting from scratch. Rick shares his journey from custom publishing—producing magazines for others—to acquiring and revitaliz…

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Deal Dives! - Dental Office, Marketing Agency, FBA Pet Brand 16:04

25d ago16:04

16:04

3 Listings. 2 listed by brokers. 1 listed by the owner. SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at [email protected]. Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.…

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CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA) 1:16:19

26d ago1:16:19

1:16:19

This week’s Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space, modernizing the compensation scheme, asset allocation, and governance in a public pension fund – a notoriously tricky political seat. Origi…

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Who Should Buy a Business? David Barnett on Picking the Right Deal and Becoming an Operator | Ep. 50 49:42

1M ago49:42

49:42

What kind of person should actually buy a business, and who should not? In this episode of Before You Buy or Sell a Business, Jared Johnson talks with David Barnett, former business broker, author, and small business advisor, about what buyers need to know before stepping into business ownership. They cover who should and shouldn’t buy a small busi…

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From Devastating Hacks to a Successful Exit: Skivys Femme's Kelly Degnan 40:08

1M ago40:08

40:08

From a childhood business selling painted buckeyes to a multi-million dollar loungewear brand, Kelly Degnan has always been a creative entrepreneur. She built Skivys Femme from a simple idea during the pandemic into a seven-figure success story, only to face a domain hack and an inventory crisis that threatened to derail it all. In this episode, Ke…

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0007 - The Power of Self-Belief, Persistence, and Hard Work 57:32

1M ago57:32

57:32

Are you stuck in the corporate grind, wondering if there’s a different path to financial freedom? In this episode, Tim chats with Phil Wilkins, a former finance professional who traded spreadsheets for fries and freedom. After stumbling on an article that sparked his entrepreneurial fire, Phil left the safety of his 9-to-5 and bought his very first…

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Buyer Risk After Doing Over 500 SBA Valuations in a Year with Ryan Hutchins 20:48

1M ago20:48

20:48

We dive into the risks for both the buyer and seller here. THIS episode started out as a personal conversation that turned into something we needed to record publicly. Ryan is fantastic. You'll love this episode. Even the best experts make mistakes. SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies Check ou…

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CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank) 50:39

1M ago50:39

50:39

This week’s Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway’s $1.5 trillion pool five years ago after a stellar career in the hedge fund world. He has done a remarkable job as a universal owner of assets, dramatically increasing transparency with his constitu…

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Funding the Future: Understanding SBA Loans 32:46

1M ago32:46

32:46

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. Today, we are joined by Jennifer McKay, senior loan officer at Live Oak Bank, to discuss all things SBA loans. Tuning in, you’ll hear all about what an SBA loan is, why it’s a unique kind of loan, what loan a…

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0006 - From Banker to Business Owner & How Persistence Pays Off 1:03:22

1M ago1:03:22

1:03:22

Are you thinking about buying a business but feeling overwhelmed by the process? In this episode, Tim talks to Aurelius, CEO of Midland Machinery, about his journey of purchasing a business and the key lessons he learned along the way. From navigating the complexities of financing and negotiations to managing the transition, Aurelius shares his fir…

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Most Common Problem After Talking over 500 Searchers - Narrowing Down Your Search Criteria 15:09

1M ago15:09

15:09

This is how you save time. SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at [email protected]. Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-busines…

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CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors) 54:19

1M ago54:19

54:19

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on …

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CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros) 52:33

1M ago52:33

52:33

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on …

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WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought 6:17

1M ago6:17

6:17

The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the in…

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From Venture Dreams to Business Ownership: How Today’s Founders Are Rethinking the Path to Wealth | Ep. 49 53:08

2M ago53:08

53:08

In this episode, Jared Johnson sits down with Nadav Ben-Chanoch, a former tech operator turned small business acquirer, to unpack why more founders are skipping startups and choosing to buy real businesses instead. Nadav shares how his experience in Silicon Valley shaped his approach to deal-making, why he walked away from the traditional venture p…

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Evaluating Risk and Reward when Buying Companies, with Mahati Sridhar 30:14

2M ago30:14

30:14

If you're thinking about investing beyond the stock market, where do you even begin? What does it truly take to identify promising companies and founders? In this episode of Deal Closers, host Jason Gillikin welcomes Mahati Sridhar, Partner at Revolution's Rise of the Rest Seed Fund. With extensive experience in the venture capital ecosystem, Mahat…

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005 - Seller Financing: A Smart Way to Acquire a Business 47:05

2M ago47:05

47:05

Ever wondered what it really takes to leave the stability of a corporate job and bet on yourself by buying an existing company? In this episode, Tim sits down with Lindsey Zajac to explore her inspiring journey from a corporate HR professional to owning a thriving talent solutions business. Lindsey shares candid insights on overcoming fear, dealing…

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CIO Greatest Hits: Endowments – Scott Wilson (WashU) 56:46

2M ago56:46

56:46

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Scott comes from a direct investing background and has adopted a position-focuse…

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CIO Greatest Hits: Endowments – Andy Golden (Princo) 1:14:28

2M ago1:14:28

1:14:28

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the end…