Next Venture Alliance Show

Oliver Kotelnikov

The Next Venture Alliance Show is where experienced business owners, investors, and trusted advisors come together to share real-world insights on building, growing, acquiring, and exiting businesses. Each episode features candid conversations with entrepreneurs, M&A professionals, and industry experts exploring what actually drives successful ventures, from preparing for liquidity events and navigating acquisitions to designing life after the deal. You will learn practical experience, hard-earned lessons, and strategic perspectives from those thinking beyond today’s business and toward what comes next.

  1. 16h ago

    Exiting a Family Business and Finding New Purpose, with Carol Anne Lee

    What if the greatest value in selling your business isn’t the financial windfall, but the relationships you’ve built along the way? Are you truly preparing clients—and yourself—for the emotional and practical reality of life after a sale, or just focusing on the deal itself? This episode reminds us that the end of a transaction is only the beginning of a new chapter—for both advisors and owners. The real transformation comes not just from financial freedom, but from confronting one’s identity, finding fresh purpose, and reconnecting with what matters most. It’s a challenge to shift our perspective from merely engineering the exit to stewarding the entire journey, including the uncertain—and exciting—"what’s next?" Joining Oliver Kotelnikov is Carol Anne Lee, a former catering business owner who sold her company and navigated the emotional, logistical, and personal complexities that followed. Together, they unpack the often-overlooked side of succession: balancing the planner and the visionary, surviving the literal and figurative bruises of entrepreneurship, and learning that reinvention doesn’t end with a successful deal. You’ll get fresh insight into aligning a business for sale, stewarding client relationships through change, and redefining fulfillment after the paperwork is signed. Share this episode with another advisor who’s ready to become more than a dealmaker—someone committed to guiding clients and themselves into a richer, more authentic “next chapter.” Connect with Carol Anne: Email: Carolannelee99@gmail.com Connect with Oliver: Email: oliver@ibainc.com LinkedIn: https://www.linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: https://www.instagram.com/nextventurealliance Chapters (00:00:00) - The Next Venture: Oliver Kotelnikov(00:00:31) - Venture Alliance(00:02:29) - A Long Journey Back to Business(00:02:51) - Married Hospitality Employees Start a Business(00:10:43) - Private Events Catering Started as a Side Business for His Personal Chef(00:17:17) - How I Learned to Run a Business Without My Partner(00:25:39) - A small business owner's funny full circle moment(00:27:48) - Are Entrepreneurs More Risk-Averse?(00:28:55) - Disrupting the Cycle: Working on a Commissary Kitchen(00:36:19) - The Decision to Sell My Business(00:43:32) - How I Learned to Sell My Business(00:47:03) - How To Sell a Business in 4 Months(00:51:18) - Retiring with a Business in the Background(00:55:54) - Dan and Dane on Their First Father-Son Trip(00:59:57) - Selling Your Caterer Business(01:03:16) - How I Poached My Girlfriend From My Company(01:08:11) - In the Elevator With a Fortune(01:10:03) - Post-Business Owners: What Challenges Are There?(01:16:02) - Tom Clancy on Chasing His Own Path(01:19:32) - What organizations are you considering joining to help your business?(01:23:31) - Dane on His Podcasts(01:27:45) - Friendships in an AI World(01:33:25) - Venture Alliance: Keeping the Business Connected

    Exiting a Family Business and Finding New Purpose, with Carol Anne Lee
  2. Jul 9

    Why Selling Your Business Starts Years Before You List It, with Christopher Thom

    Selling a business isn't just about finding a buyer. It's about preparing years in advance so that when the opportunity comes, both the business and the owner are ready. In this episode, Oliver Kotelnikov sits down with Christopher Thom, CPA and Founder of Evergreen Accounting, to explore the financial side of business ownership transitions. Christopher shares how proactive tax planning, clean financial reporting, and early collaboration between advisors can significantly improve the outcome of a business sale. Together, they discuss the role of accountants in mergers and acquisitions, explain complex concepts such as purchase price allocation, working capital, Quality of Earnings reports, and GAAP accounting in practical terms, and examine how owner dependence can affect business value. Whether you're planning an exit in the near future or want to build a stronger business, this conversation offers practical guidance that can help you preserve more value and avoid costly surprises. Guest Links: LinkedIn: https://www.linkedin.com/in/chris-thom-4b504626/ Email: chris@ever-greenaccounting.com Website: https://www.ever-greenaccounting.com/ Connect with Oliver: Email: oliver@ibainc.com LinkedIn: https://www.linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: https://www.instagram.com/nextventurealliance Chapters (00:00:00) - Next Venture Alliance: The Podcast(00:01:02) - Christopher Tom(00:03:00) - Why CPA Steven Evergreen Started Evergreen Accounting(00:08:22) - The Process of Selling a Business(00:13:03) - What is the Role of an Accountant or CPA in a(00:16:21) - What are some of the things that a seller may not be thinking(00:22:19) - When's a good time to talk to your CPA about succession(00:26:08) - Private Client: No Tax Adjustment for Owners(00:27:50) - Tax Allocation in Business Accounting(00:30:28) - Is Selling Inventory Tax Advantage vs. Buying Goodwill?(00:34:17) - Importance of Tax Allocation in Deals(00:38:00) - Stock vs Asset Sale: What's The Difference?(00:42:00) - Capital Gains and Depreciation(00:45:25) - Working Capital in a Deal(00:56:15) - Asset and Liability under a Property Transfer(00:58:05) - Working Capital Peg(00:59:09) - Should Working Capital Be Included in a Sale(01:03:32) - Cash vs Accrual(01:09:49) - What is GAAP Accounting and when does it really enter the equation(01:11:57) - GAAP vs. Cash Gap Accounting(01:15:28) - Quality of Earnings Report(01:21:31) - Real Estate Multiple(01:26:14) - Ownership Dependency(01:29:17) - Progressive: Owner Dependence on the Business(01:32:58) - Multiple Analysis of a Business Sale(01:41:36) - When Should You Sell Your Business?(01:44:24) - Should I recommend a financial advisor for the sale of my business?(01:51:53) - Why Do Deals Go Off-Riding?(01:54:54) - How important is having the right evaluation for a business from the start(01:55:38) - 7 Things Every Business Owner Should Do to Prepare for Their Exit(02:00:05) - What Do Clients Need to Know About Evergreen Accounting?(02:06:46) - Should I Move? (My First Podcast)(02:09:07) - Next Venture Alliance: Exploring Your Next Venture

    Why Selling Your Business Starts Years Before You List It, with Christopher Thom
  3. Apr 30

    Growth Strategies for Small Business Owners, with Dayo Oyetuga

    What if your path to business ownership was less about finding the “perfect” opportunity and more about cultivating clarity and readiness from the inside out? Are you helping your clients build resilient, sustainable enterprises, or just reacting to their immediate wish lists and blind spots? Too many advisors and brokers get caught solving surface-level problems, overlooking the underlying systems, preparation, and mindset shifts that actually drive long-term success. As this episode reveals, transformative progress happens when you challenge ambitious owners to plan beyond their current horizon, systematize their operations, and prepare their businesses (and themselves) for the capital, scale, and transitions they dream of. In this episode, Dayo Oyetuga, Certified Business Advisor at the Washington SBDC, brings experience in both entrepreneurship and large-scale organizational transformation. He shares eye-opening lessons on preparing businesses for growth, demystifying capital readiness, leveraging technology, and mastering the unglamorous—but essential—routines of strategic planning and honest self-assessment. From helping business owners avoid the “lost opportunity” trap to equipping first-time buyers with the right questions and accountability, Dayo Oyetuga offers practical strategies and real-world stories for anyone looking to move from reactive to deliberate, from overwhelmed to empowered. Subscribe for more insights on building your deal flow, elevating your advisory skills, and leading your clients toward lasting, meaningful success. Guest Links: LinkedIn: https://www.linkedin.com/in/gregory-kovsky-460aab7/ Email: gregory@ibainc.com Website: https://ibainc.com/ Connect with Oliver: Email: oliver@ibainc.com LinkedIn: https://www.linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: https://www.instagram.com/nextventurealliance Chapters (00:00:00) - The Next Venture(00:00:34) - Next Venture Alliance Show(00:02:05) - What led to your current role at SBDC?(00:07:19) - Does Business Planning Help Entrepreneurs Grow?(00:10:12) - What Does a Plan Look Like for Your Business?(00:16:18) - Does SBDC provide business advisory services?(00:24:39) - Clear Clarity on Your SBA Loan(00:25:08) - 4 tips for business owners on the loan application process(00:31:20) - How to Get More Out of a SBDC Advisor?(00:38:27) - An Owner's Role in a Sale(00:44:23) - In the Elevator With First Time Buyers(00:46:01) - What's the most useful kind of carryover skill from the corporate(00:53:31) - Should I Acquire a Successful Business?(00:59:05) - How Much Money Do You Want to Make As a Business Owner?(01:04:27) - The Right Questions for Advisors(01:05:35) - Balance: Research vs. Action(01:10:55) - The Transition to a Chief Executive Officer(01:15:23) - Does Money Change Your Mind?(01:17:45) - How to grow a specialty garden business under your umbrella(01:24:59) - Will AI Replace Your Business Tools?(01:29:43) - What Kind of Business Advisory Services Should Business Owners Have?(01:31:46) - Will the SBDC help you with legal and accounting issues?(01:36:06) - Top Sources of Information for Business Owners(01:42:39) - 6 tips for becoming a better business owner(01:45:21) - 71 and Change: Bringing All As One(01:51:03) - On The Acquisition(01:52:13) - Dreams of Playing in the NFL(01:56:37) - Dreaming of playing for the Finnish national team(02:00:49) - Seattle Seahawks player on the World Cup(02:04:13) - The Next Venture: Small Business Development

    Growth Strategies for Small Business Owners, with Dayo Oyetuga
  4. Apr 9

    Building Deals, Teams, and Legacy in Business Brokerage, with Gregory Kovsky

    What if the secret to long-term success in business brokerage has less to do with technical skills and more to do with personal authenticity, relentless education, and treating people right? Are you building your deal flow on a foundation of deep regional knowledge, lasting relationships, and a win-win mentality? Or are you simply chasing transactions? When you look beyond commissions and truly invest in your own expertise and your clients' success, you build not only trust but also a practice that stands the test of time. As this episode reveals, the best brokers, the ones whose businesses endure, obsess over team building, continual learning, transparency, and the strength of their reputations, not just their pipelines. In this special episode with Gregory Kovsky, President and CEO of IBA, the lessons go far beyond EBITDA multiples and negotiation tactics. You’ll learn how Gregory’s journey from basketball coach to top dealmaker shaped a leadership philosophy built on the golden rule, education, and team excellence. The episode covers the nuances of local versus national brokerage, the power of full disclosure and mentorship, and how building a legacy means raising the bar for the entire industry, not just yourself. Real-world tales of complex deals, cross-cultural challenges, and the human element of business transitions make this a must-listen for any broker seeking lasting impact. Subscribe for more insights on how to grow your deal flow and become a truly trusted advisor in business sales and succession. Guest Links: LinkedIn: https://www.linkedin.com/in/gregory-kovsky-460aab7/ Email: gregory@ibainc.com Website: https://ibainc.com/ Connect with Oliver: Email: oliver@ibainc.com LinkedIn: https://www.linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: https://www.instagram.com/nextventurealliance Chapters (00:00:00) - The Next Venture(00:00:34) - Meet Gregory Kofsky(00:03:11) - Gregory Koski on His Background and Fatherhood(00:05:00) - Rudy Wade on His Career as a Coach(00:18:50) - In the Elevator With Business Brokers(00:24:38) - Bradley: Business Broker: A Unique Profession(00:34:25) - Local Knowledge of the Northwest(00:44:19) - Local Knowledge in Selling a Property(00:45:54) - In the Elevator With Steve Jobs(00:46:43) - Intermediaries: The Golden Rule(00:55:18) - Full Disclosure of Retirement Plans(01:05:57) - How Numerology Can Make or Break a Deal(01:06:29) - Competition in Business Brokerage(01:09:35) - Mentorship and Competitive Business(01:21:45) - A Moment of Inspiring a Broker(01:29:06) - Recharge Your Battery With Vacations(01:37:57) - Pushing the Right Question in Negotiations(01:39:22) - The importance of personal relationships in the business(01:43:33) - Do Business Real Estate Deals Need a Human Touch?(01:49:56) - Does an IBA Broker Need a Multiple?(01:56:29) - How Good Are You at Valuing Your Clients'?(02:00:08) - Minimum Wage and the Business Owner(02:05:22) - Real Estate Broker: Qualifications of Buyers and Sellers(02:12:17) - Seizing the Day(02:17:04) - IBA President Joe Carbone on His Legacy(02:21:53) - Leave the Business Better Than You Found It(02:23:32) - How Do You Compare to Your Brokerage Career?(02:33:08) - Wales World Cup 2018(02:42:06) - Who Will Win the NCAA Tournament?(02:44:31) - A Moment of Truth

    Building Deals, Teams, and Legacy in Business Brokerage, with Gregory Kovsky
  5. Mar 19

    The Hidden Risks Business Owners Aren’t Seeing Yet, with Julie Janowicz

    Are you wondering why insurance feels more complicated (and expensive) than ever? In this episode, Oliver Kotelnikov sits down with commercial insurance expert Julie Janowicz to pull back the curtain on the real state of insurance—what’s changed, what’s insurable, and what you actually need to know before your next big business move. From wild stories about insuring axe-throwing bars and navigating drone inspections, to actionable advice on getting the best value from your broker, you’ll hear insider knowledge that’s critical for business owners, buyers, and anyone trying to survive today’s unpredictable insurance environment. Whether you’re dealing with commercial policies, fleet auto, D&O, or want to understand how AI is affecting your rates, this conversation is essential listening. Don’t miss out! Subscribe for more no-BS conversations with industry insiders. Guest Links: LinkedIn: https://www.linkedin.com/in/juliejanowicz/ Company: http://www.dcigi.com/ Email: Julie@dcigi.com Connect with Oliver: Email: oliver@ibainc.com LinkedIn: linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: instagram.com/nextventurealliance Chapters (00:00:00) - Next Venture Alliance: The Podcast(00:01:00) - Julie Janowicz on Insurance(00:02:41) - Insurance: The current state(00:08:41) - Private Bars and Commercial Property Underwriting(00:18:11) - Do Insurance Companies Deny Businesses Based on Social Media?(00:21:06) - Does Insurance Play a Role in a Merger?(00:25:13) - Claims Made vs Occidental Claims: What's The Difference?(00:30:18) - What Do Large Fleets Need to Know About Auto Insurance?(00:31:45) - Commercial Auto Insurance, Washington(00:34:47) - Driving Expenses(00:40:19) - How Do You Have Hard Talk With Clients?(00:46:32) - "A Little Piece of Me"(00:52:36) - Insurance Advisor Turns Down Advice From Hip Hop Fans(00:58:28) - Bar and nightclubs in the 1980s(01:02:09) - New Business Owners: Qualified Experience and Insurance(01:06:10) - Do Natural Disasters Affect Property Insurance?(01:15:15) - Do You Need Earthquake Insurance?(01:20:50) - Insurance Underwriting: AI in the Industry(01:26:23) - Is AI Involved in Business Insurance?(01:35:52) - Is There an Extra Cost to Working With the Broker?(01:37:29) - Insurance Brokerage: What's Different About Us?(01:45:51) - Can You Import A Car From Japan? If It's Older Than(01:50:03) - Next Venture Alliance: Exploring the Future

    The Hidden Risks Business Owners Aren’t Seeing Yet, with Julie Janowicz
  6. Mar 5

    The Human Side of Money, with Tim Melia of Embolden Financial Planning LLC

    When is the right time to start financial planning? Is it only after you’ve “made it,” or is it something you should be thinking about much earlier as a business owner? For many entrepreneurs, financial planning feels like something they’ll get to later. But the truth is, real planning isn’t about perfect timing or complex spreadsheets—it’s about clarity. It’s about understanding your goals, your values, and the “why” behind your decisions. Saving money is important, but planning is what turns uncertainty into confidence and gives your future direction. In this episode, Oliver Kotelnikov sits down with Tim Melia, Principal at Embolden Financial Planning, for an honest and practical conversation. Tim shares his journey from the tech world into wealth management, lessons learned as a business owner, and his passion for helping clients—from Gen Z to Baby Boomers—make smart, values-aligned financial decisions. If you’re looking for clear guidance and want to start financial planning in a way that actually fits your life, this episode is for you. Listen in, reflect on what truly matters to you, and take the first step forward. Guest Links: LinkedIn: www.linkedin.com/in/timjmelia Company: https://www.emboldenfp.com/ Email: tim.melia@emboldenfp.com Connect with Oliver: Email: oliver@ibainc.com LinkedIn: linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: instagram.com/nextventurealliance Chapters (00:00:00) - What Does It Take to Build a Startup?(00:00:31) - Startups and Real Estate: The Venture Alliance(00:02:30) - How to Start a Business and Get Paid(00:08:43) - How to Talk About Financial Planning in a Vocabulary(00:15:07) - Should I Offer Financial Planning as an Advice Only Fee?(00:21:23) - The Importance of Financial Planning for Kids(00:28:57) - What is College Planning for Your Kids?(00:31:05) - How to Plan for the Business's eventual sale(00:35:42) - How Much Money Do You Need to Sell Your Business?(00:39:18) - The Non-Numbers Conversations(00:43:57) - How Do You Integrate Your Personal and Professional Lives?(00:48:40) - Do Tax Laws Affect How You Structure Your Advice?(00:56:53) - The Importance of Talking About Goals With Clients(01:01:18) - Will Money Advice Be Replaced by Artificial Intelligence?(01:08:42) - In the Elevator With Madison Management(01:09:34) - Turnaround: Starting a Business on Your Own(01:14:53) - A. Work-Life Balance(01:17:02) - In the Transition of a Business(01:18:47) - Starting a Business: Flexible Plans(01:19:35) - How to Die With Zero(01:28:12) - A Financial Planner's Introduction Meeting

    The Human Side of Money, with Tim Melia of Embolden Financial Planning LLC
  7. Feb 19

    Roasted! Better Living Through Coffee with Ben Cook

    What does it really take to turn a simple cup of coffee into a thriving community hub? Is the American dream of entrepreneurship still alive in today’s specialty coffee scene? And how does someone go from spinning records in nightclubs around the world to roasting coffee beans in a quiet seaside town? Behind every successful small business is a story of reinvention, risk, and resilience. True entrepreneurship often looks less glamorous than people imagine—it’s built on consistency, grit, and showing up even when the work feels ordinary. Personal background, an eye for opportunity, and a deep connection to community can turn a business into something far greater than its product, especially when adaptability and long-term commitment lead the way. In this episode, Oliver Kotelnikov explores Ben Cook’s remarkable journey—from a bohemian upbringing in Berkeley and a thriving DJ career across New York and Europe, to becoming the owner of Better Living Through Coffee in Port Townsend. Together, they unpack lessons from family entrepreneurship, the influence of music and travel, the realities of staff culture, and the challenges—both literal and figurative—of running an independent café, all while debunking myths about what success really looks like. If this conversation sparked ideas about entrepreneurship, community, or redefining success, take the next step—listen to the full episode, visit or support Better Living Through Coffee, and subscribe, share, or leave a review. Guest Links: LinkedIn: www.linkedin.com/in/benjamincook2 Company: ptcoffee.com Email: ben@ptcoffee.com Connect with Oliver: Email: oliver@ibainc.com LinkedIn: linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: instagram.com/nextventurealliance Chapters (00:00:00) - The Next Venture: What It Takes to Build a Business(00:00:38) - In the Elevator With Oliver Kotelnikov(00:01:34) - The Story of Pete's Coffee and Starbucks(00:06:42) - When Did Coffee and You First Cross paths?(00:08:12) - Top Coffee Producers on Their Coffee(00:12:39) - The Importance of the Harvest Festival(00:17:00) - How to Keep Your Place in the Business(00:18:09) - Being a rebel at school(00:26:17) - The cafe's relaxed culture(00:31:50) - The golden years of your life(00:36:51) - On Growing Up Without A Helicopter(00:38:58) - Dance Lessons For Young People In The 90s(00:41:47) - Living in the Ghettos of Oakland(00:45:31) - Talking Heads on His Discography(00:49:45) - Ben Collins on Working With Rick Rubin(00:54:28) - "For the Sake of Art"(00:55:15) - Benji On The End of His Music Career(01:00:40) - Maroon 5 on Starting a Record Label(01:06:02) - How I Learned To Stop Worrying About My Job(01:08:04) - Bailing out on a boat(01:13:10) - The culture of working in Russia(01:16:37) - "Seven Times I Went to Moscow"(01:21:04) - In the Elevator With Bernie(01:26:48) - The life of a farm hand(01:31:11) - Baristas on Buying a Coffee Shop(01:36:14) - Becoming an Owner of a Coffee Company(01:40:44) - The cafe that survived the Great Recession(01:41:52) - Bill Gates on Consistency(01:47:11) - One of the managers at Nordstrom's said(01:52:53) - Portland Coffee Roasters on their Coffee(01:57:56) - Better Living Through Coffee(02:01:39) - Sip & Coffee: Better Living Through the Coffee(02:07:10) - A Pink Floyd Song

    Roasted! Better Living Through Coffee with Ben Cook
  8. Feb 12

    How Hospitality Is Evolving: Culture, Technology, and Workforce Development, with Jason Brandt

    What if the evolving landscape of hospitality isn’t just about changing consumer behavior — but a signal for advisors and brokers to rethink how they guide client success? Are you equipping your clients with data-driven strategies, or relying on assumptions shaped by a different era? In this episode, Jason Brandt, President and CEO of the Oregon Restaurant and Lodging Association, along with Joseph Holcraft, hospitality M&A advisor at IBA, explore why past experience alone is no longer enough to stay ahead. Together, they unpack labor market realities, leadership challenges, and the risks of static thinking. From the quiet power of engaged teams to the growing role of innovation — including AI, tax strategy, and evolving guest expectations — the conversation highlights how authentic listening and strategic partnerships create long-term resilience. If you’re ready to move beyond hoping for better conditions — and start intentionally shaping the future of your deals and advisory practice — subscribe for more grounded conversations designed to help you grow your deal flow and strengthen your role as a trusted advisor. Guest Links: LinkedIn: https://www.linkedin.com/in/jasonmbrandt/ Company: https://www.oregonrla.org/ Email: jbrandt@oregonrla.org Connect with Oliver: Email: oliver@ibainc.com LinkedIn: linkedin.com/in/oliverkotelnikov YouTube: https://www.youtube.com/@NextVentureAlliance Instagram: instagram.com/nextventurealliance Chapters (00:00:00) - Next Venture: What It Takes to Build a Business(00:01:55) - Oregon Restaurant and Lodging Association President and CEO(00:05:04) - Restaurant Hotel Owners: The New Normal(00:07:54) - What Needs to Change in the Hospitality Industry?(00:11:48) - Restaurant Review: The New Model(00:23:24) - Oregon and California: Tip Credits vs. Minimum Wage(00:26:26) - Oregon's minimum wage law(00:30:06) - Oregon Tourism Jobs: Save Tourism Jobs(00:36:47) - Do Small Businesses Need SBA Financing?(00:40:55) - ORLA: What Business Owners Should Know About ORLA(00:53:13) - Restaurants and Hotels: Voices of the Industry(00:59:15) - The importance of skilled tax preparers in the hospitality industry(01:08:30) - Oregon's commitment to the hospitality industry(01:18:26) - Culinary and Business Management Teams Compete at Nationals(01:21:20) - Portland's food and culture scene(01:30:05) - Portland Business Talk: Hybrid Work(01:33:44) - What are some of the top resources in the kind of hospitality industry(01:40:53) - Setting the Table: Anthony Bourdain's Kitchen Confidential(01:46:30) - Restaurant and Lodging Industry Outlook for 2026(01:52:49) - Next Venture Alliance: Exploring the Future

    How Hospitality Is Evolving: Culture, Technology, and Workforce Development, with Jason Brandt

Ratings & Reviews

5
out of 5
2 Ratings

About

The Next Venture Alliance Show is where experienced business owners, investors, and trusted advisors come together to share real-world insights on building, growing, acquiring, and exiting businesses. Each episode features candid conversations with entrepreneurs, M&A professionals, and industry experts exploring what actually drives successful ventures, from preparing for liquidity events and navigating acquisitions to designing life after the deal. You will learn practical experience, hard-earned lessons, and strategic perspectives from those thinking beyond today’s business and toward what comes next.