Joe Still and Aaron Spitzner discuss continuing care retirement communities, examine New Year’s resolutions regarding your financial life, and share insight into what to ask when interviewing a financial advisor.

The Retirement Clinic-12-31-22 – New Year’s Resolutions

Guest: Erika Duncan and Aaron Olman, Human Capital Advisors and Co-founders at People on Point

How early into the mergers and acquisitions (M&A) process should organizations be including their HR teams?

In this week’s episode of the HR Works Podcast, we dig into the valuable role that people operations and HR leaders play in the M&A process with Erika Duncan and Aaron Olman, human capital advisors and co-founders of People on Point. Listen as this team of HR experts walk us through an effective due diligence approach and call out those overlooked elements of the M&A process that HR teams can help address early-on to avoid long-term headaches.

HR Works Podcast 225: How Soon is Too Soon for HR Due Diligence?

New Livestream guest- Elliott Holland
I’m happy to have Elliott join me on a live broadcast.
Elliott owns a business called Guardian Due Diligence that does due-diligence investigations on target companies. 
Find them online at https://www.guardianduediligence.com/
Elliott is on Twitter at https://twitter.com/ElliottEHolland
Tune in and as we’ll be discussing Quality of Earnings reports and other due-diligence stuff.
This is a ‘must see event’ for anyone who wants to buy a business, especially a mid-market one with lots of numbers and records all over the place.

David C Barnett

Thanks to our sponsors:

Mark Willis of Lake Growth Financial Services. Build an equity asset that is guaranteed to grow over time, never lose value and give you access to liquidity whenever you need it without having to qualify for credit- EVER. Learn more and sign up for a no-obligation consultation at https://www.NewBankingSolution.com 

Look good. Get a new shirt from Jeff Alpaugh Customs and save with this link: https://www.JeffAlpaugh.com/dcb10 

If you enjoyed this show and want more great small business content, head over to https://www.SMBPodcastNetwork.com and find more great shows and conversations.

Buy a Biz

LIVE - Due - Diligence And Quality Of Earnings Reports With Elliott Holland

Aaron Kowal and guest Joe Braier of Lake Country Advisors give advice for business owners and those hoping to own a business by diving into how to prepare to sell your company, sharing insights on business interest rates, and discussing business value drivers.

The Retirement Clinic-5-20-23 – Selling Your Business

When intellectual property, or "IP" assets, form a significant part of a merger or acquisition, the rigor of IP due diligence becomes critically important.

Intellectual Property in California Mergers and Acquisitions: A Due Diligence Checklist

adamscorporatelaw.com

Intellectual Property In California Mergers And Acquisitions

Päätös-podcast ekaa kertaa live yleisön edessä. Huikeassa keskustelussa pääomasijoittaja, sarjayrittäjä Jyri Engeström ja tekoälyguru, Silo AI:n perustajiin lukeutuva Tero Ojanperä jakavat rahanarvoisia vinkkejä kasvuyrityksen myyntitilanteisiin.

”Kannattaa olla hyvät neuvonantajat, kokemukseni on, että heillä on uskomaton vaikutus lopputulokseen”, Engeström vinkkaa. 
”Ole aina due diligence -valmis, sillä et voi ikinä tietää, milloin tarjous tulee pöytään”, neuvoo Tero Ojanperä. 

Keskustelussa selviää muun muassa, miksi jokaista taputeltua yrityskauppaa kohden on kolme neljä kaatunutta diiliä. Syynä kaatumiseen on yllättävän usein suomalaisperustajien puutteelliset taidot. ”Founderit eivät pääse läpi esimerkiksi Applen tai Googlen työpaikkahaastatteluista.” 

Livepodcast nauhoitettiin poikkeuksellisesti kutsuvieraista koostuneen yleisön edessä.

Päätös live: Jyri Engeström ja Tero Ojanperä

Due Diligence - So, You Are The Boss Of A Company!

Books on Amazon
Close Protection: Luxury & Hostile Environments
This book is relevant for bodyguards, investigators & those working in hostile environments.
Kindle @ https://www.amazon.com/dp/B07CNSKXJF
Paper Back @ https://www.amazon.com/dp/1980900388

Orlando "Andy" Wilson
Investigator & Writer etc. @ www.tohff.com 
Authors page: http://www.amazon.com/author/orlandowilson    
Social Media: @artfulgypzy

Partner of Risks Incorporated
Web: www.risksinc.com


Due Diligence - So, You Are The Boss Of A Company!

Our firm has over 25 years of experience assisting California businesses with contracts, mergers, acquisitions, equity financings, and other related corporate law matters. Our firm advises clients on buying and selling businesses, investor financing, and important business contracts.

I discuss buying, selling, financing and managing small and medium sized businesses either alone or with guests.  
I've started, bought, sold and closed businesses. 
Author of three best-selling business books; 'Invest Local: a guide to superior investment returns in your own community,' 'Franchise Warnings: What you really need to know before you buy' and 'How To Sell My Own Business: A guide to selling your own business without paying a broker's commission.' all available as well as 5 other books on Amazon or from www.DavidCBarnett.com

HR Works provides clear, relevant, actionable information on topics that matter to human resources (HR) professionals

We talk about private investigations, bodyguards, close protection, hostile environment & personal security, kidnap and ransom and true crime. I have over 30 years’ experience I the international security ad investigations business and I am also a published author, photographer & crime writer.

Päätös Podcastissa Suomen kovimmat päätöksentekijät pääsevät keskustelemaan omista päätöksistään. Muun muassa Anttonen, Herlin, Suvanto-Harsaae ja Duinhoven ovat Katja Boxbergin ja Samppa Vilkunan vieraina noin 30 minuutin napakoissa jaksoissa. Seuraa Päätös Podcastia, niin saat tiedon uusimmista jaksoista!

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #due diligence