Interview with Greg Smith

“What’s the procedure?”

On this episode of “The Deal – Unscripted” we’re talking about the lending environment as well as the process and procedures that go into putting together a transaction with Greg Smith of M&T Bank. You won’t want to miss this one!

Interview with Adam Nalls

Today’s episode is featuring our interview with Adam Nalls as we dive into the best practices when working with your banker and the ins and outs of the lending process as a whole. Check it out!

Interview with Nathan Olson

Who knew that family law and business valuation could intersect? Specifically, when the clients are spouses who own a business together. We discuss how a business valuation can come into play when it comes to divorce proceedings and what the timeline looks like for a family law attorney when handling these cases.

Interview with Luke Conger & Derek Winn

We’ve got a full house this episode! Luke Conger and Derek Winn are joining us in the studio for a discussion on why insurance can be a valuable asset for a company to have at the closing table. Tune in!

Interview with Scott Taylor

Our guest this week is Scott Taylor of SmolvenPlevy! We’re discussing how the market played out for his firm in 2018 and what the M&A market is looking like for 2019. Make sure you’re tuning in!

Interview with Katy Herr

We sat down with Katy Herr of Audacia Strategies to discuss how she came to be in the communications world and what her best practices are when it comes to helping companies that are going through transitions with investor relations and strategic communications.

Episode #3: Interview with Scott Taylor

Scott W. Taylor is a principal with the firm, SmolenPlevy. He is a member of the Virginia State Bar and is admitted to the United States Tax Court and the United States Court of Appeals for the Fourth Circuit.

Mr. Taylor earned his Juris Doctor Cum Laude from the George Mason University School of Law in 2001 and a Bachelor of Science Degree (Business) from Virginia Tech in 1992. He is a member of the Fairfax Bar Association and served as the Vice Chair (2006-2007) and Chair (2005-2006) of the Business Law and Corporate Counsel Section. He is also a member of the American Bar Association and is a member of the Fairfax Chamber of Commerce.

Scott W. Taylor’s practice areas include corporate and business law, including entity formation, ownership structure planning, corporate governance, and mergers and acquisitions; real estate; and tax-exempt organizations.

Episode #2: Interview with Katy Herr

Katy helps companies deliver compelling business transformation stories clearly, credibly and consistently.

A practical, results-oriented, investor relations and strategic communications professional, Katy has spent her career helping companies -large and small- that are taking bold steps to transform their business.

She has successfully led teams through activist shareholder situations, mergers and acquisitions, IPOs and spin-offs, reorganizations and rebranding. Ask her about her most recent experience leading Investor Relations for Exelis Inc.

Episode #1: Interview with Chris Snider

Christopher M. Snider, CEPA, CEO of the Exit Planning Institute, is the award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, a business strategy book about the Value Acceleration Methodology™ written for business owners and the advisors who serve them. Snider is a professional keynote speaker and content provider to the middle market business community, trade & industry associations, and professional education organizations. Walking to Destiny is a five-star rated book that truly empowers owners with the knowledge and path to effectively positioning their business and themselves for exit options down the road, sure, but perhaps more importantly, rapid business growth today.

Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. For his written work and his contributions to the industry, Snider has been awarded recent honors that include 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.

In addition to being an award-winning author and sought-after keynote speaker, Snider is the Managing Partner of Snider Premier Growth, the CEO/President of Exit Planning Institute, the Founder of ThinkTank Publishing House, and the author of Chris is a family business owner with his son, Scott Snider.

Interview with Chris Snider

I had a chance to chat with Chris Snider of the Exit Planning Institute out in Cleveland, Ohio to kick off Quantive’s new podcast series: “The Deal – Unscripted”.

We discussed exit planning as a whole, where the market is in regards to exit planning and what that means for CEPAs across the country. Check it: