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Joseph Durnford | The Key to M&A Success

What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share

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Navigating Staffing Agencies and Workers’ Comp Policies

As a temp agency owner, insuring your business properly is crucial to mitigating the various exposures you face. One aspect that is often overlooked is workers’ compensation insurance, which is often required by state law. When a temp agency assigns a worker, that worker must be covered by the staffing

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Bob Goldsmith | Making Ambitions Reality

M&A is about helping clients make their ambitions a reality… That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes. In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market. He’ll also share: The importance of using a wide

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Controlling Workers’ Compensation Costs as an ABA Provider

As an Applied Behavior Analysis (ABA) provider, you have a responsibility to ensure the safety and wellbeing of your employees. This includes protecting them from workplace injuries and illnesses, and providing workers’ compensation benefits when needed. However, workers’ compensation costs can be a significant financial burden for ABA agencies, especially

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What Should You Do When Your Silicon Valley Bank Fails?

The collapse of Silicon Valley Bank in the early days of March 2023 is more than just a bank failure—it’s a symptom of the times. As the American economy (and, in fact, the global economy) teeters on the brink of recession, chinks in the armor will begin to appear. This

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Jonathan Saltzman | What is M&A like as an independent sponsor?

In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value.  Jonathan will share his insight on M&A for lower-middle-market automotive and manufacturing businesses.  He’ll cover:  Why

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