Making The Deal: Frameworks For Transactions
Episodes
Episode 19 - Fractional CFO & Implications on Transactions (w/ Dylan Straka)
06 May 2026
Contributed by Lukas
On this episode of MTD, Dylan Straka - Head of Fractional CFO at Mid-States Advisors, joins Shawn and Joe to discuss Fractional CFO and the benefits t...
Founders Story: Growth, Sale, and Strategic Business Coaching (w/ Chris Meso)
15 Apr 2026
Contributed by Lukas
Joe & Shawn return for the 2026 season! They kick it off with an engaging conversation with Chris Meso, a founder with multiple successful exits befor...
MTD - Episode 17 - Handling employees in the transaction (w/ Paul Talbot of Insperity)
06 Aug 2025
Contributed by Lukas
Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his tea...
MTD - Episode 16 - Effective Networking
11 Jun 2025
Contributed by Lukas
In episode 16 of MTD, Shawn and Joe discuss an important part of deal making: Networking. Whether finding deals to work on or bringing the deal to a...
MTD - Episode 15 - Types of Lenders
28 May 2025
Contributed by Lukas
Shawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences i...
MTD - Episode 14 - Exit Readiness Planning (w/ Matt Dery)
23 Apr 2025
Contributed by Lukas
In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an e...
MTD - Episode 13 - People & Culture (w/ Sam Frank)
10 Apr 2025
Contributed by Lukas
Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained e...
MTD Episode 12 - Insurance in Transactions (w/ Kevin McCarron)
19 Mar 2025
Contributed by Lukas
Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including env...
MTD - Episode 11 - Value Creation (W/ David Hamilton)
05 Mar 2025
Contributed by Lukas
David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transacti...
MTD - Episode 10 - Types of Buyers
19 Feb 2025
Contributed by Lukas
In this episode, Joe and Shawn discuss the types of buyers a business owner may encounter during a business sale process.
MTD - Episode 9 - AI in M&A (w/ Kevin Moyer)
05 Feb 2025
Contributed by Lukas
Joe and Shawn have a conversation with guest Kevin Moyer from Bennett Thrasher. The discussion centered around AI and its role in the Mergers & Acqu...
Episode 8 - Asset Based Lending (w/ John Klehm)
23 Jan 2025
Contributed by Lukas
Joe and Shawn have an in depth conversation on Asset Based lending with John Klehm of Spectrum Commercial Finance. What is ABL, when is it used, along...
Episode 7 - End of Year Wrap Up
18 Dec 2024
Contributed by Lukas
In Episode 7 of MTD, Shawn and Joe recap the first year of the podcast, discuss the holidays and related networking and touch on some personal notes. ...
Episode 6 - Packaging the Deal
09 Dec 2024
Contributed by Lukas
In Episode 6 of MTD, Joe and Shawn discuss what the deal package is. What does it include? Who helps prepare it? Who uses it?
Making the Deal - Episode 5 - Valuation (w/Don Price)
20 Nov 2024
Contributed by Lukas
In Episode Five of Making the Deal, Joe and Shawn discussion business valuation with Don Price of Bodmer, Price. THe discussion focuses on business ...
Making the Deal - Episode 4 - The Deal Team
06 Nov 2024
Contributed by Lukas
In Episode 4 of Making the Deal we discuss the "Deal Team". There are a lot of important players in making sure a transaction closes successfully and ...
Making the Deal - Episode 3 - Term Sheets, Letters of Intent, Purchase Agreements
06 Nov 2024
Contributed by Lukas
In the third episode of Making the Deal, we are joined by Justin Hanna, Partner with Taft Law. Justin joins us to talk through the contents of the T...
Making the Deal - Episode 2 - Key Components of a Transaction
06 Nov 2024
Contributed by Lukas
Making the Deal - Episode 2 discuss the general steps taken in almost every transaction. THis is an outline for subjects to be covered in detail in ...
Making the Deal - Episode 1 - Introduction to the Pod
04 Nov 2024
Contributed by Lukas
This is the introduction episode for Making the Deal. Tune in to hear how Shawn and Joe met, thier role in the transaction market and what to expect...