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:

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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

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

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. 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's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com

For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

New tracks tagged #due diligence