Expert conversations on business strategy, succession planning, and building lasting enterprise value. New episodes regularly.
With Stuart Sorkin & Joshua M. — June 2025
In this episode, Stuart and Joshua discuss why so many business owners delay their exit planning and what it costs them financially, emotionally, and strategically. They share real client stories and actionable steps you can take today.
Listen NowMay 2025
We break down LLCs, S-Corps, C-Corps, and partnerships, explaining which structure best fits different types of businesses and why it matters for your long-term goals.
April 2025
Is selling your business to your best employee a good idea? We explore the pros, cons, and critical steps to structure a management buyout that works for everyone.
March 2025
With tax reform on the horizon, smart business owners are acting now. We discuss what changes are coming and how to position your business for the best outcome.
February 2025
Your team is your greatest asset. We discuss how to build, retain, and empower a leadership team that can carry the business forward with or without you.
January 2025
A real case study about how we helped a family-owned business navigate a complicated succession scenario and come out stronger on the other side.
December 2024
For auto body shop owners thinking about selling, these five critical preparation steps can dramatically increase your sale price and reduce headaches.
November 2024
Estate planning is not just for the wealthy. We explain why every business owner needs a solid estate plan and what happens when you do not have one.
October 2024
Not all deals are created equal. We explore different deal structures, from asset sales to stock purchases, and what each means for buyers and sellers.
September 2024
Timing is everything. We discuss market conditions, personal readiness, and business metrics that signal it may be time to consider an exit.
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