Touchstone Talks Podcast

Podcast

Touchstone Talks delivers real-world insights from trusted advisors and professionals to help business owners prepare for the future. Each conversation is designed to guide owners through the key components of a successful exit strategy, always with the goal of maximizing the value of their life’s work. By educating and empowering business owners, we create the foundation for successful transitions and lasting impact.

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Ep. Trailer: Bringing Business Owners Real Life Advice

Touchstone Talks: EP 1 - The Ups and Downs Owners Face

Touchstone Talks: Ep 2 - Financial Preparations Impact Business Value

Touchstone Talks: Ep 3 - Beyond the Sale: Why Wealth Planning is Essential to Your Exit

Touchstone Talks: Ep 4 - Beyond the Numbers: The Human Side of M&A

Touchstone Talks: Ep 5 - From Structure to Success: How EOS Helps Businesses Grow

Touchstone Talks: Ep 6 - Show Me the Earnings! Why QoE Matters

Touchstone Talks: Ep 7 - M&A Attorneys - Better for Your Team

33:06

Touchstone Talks: Ep. 8 - Protecting What You’ve Built: Estate Planning Insights For Business Owners

28:40

Touchstone Talks: Ep 9 - Inside the SBA Loan Process: Insights for Entrepreneurs and First-Time Buyers

29:04

Touchstone Talks: Ep 10 - Navigating Employment Law: Protecting Your Business

37:22

TOUCHSTONE TALKS: EP. 11 - M&A - TAKING CONTROL OF YOUR ‘ONLINE ASSETS’ PRE AND POST SALE

27:44

Touchstone Talks: Ep. 12 - Demystifying ESOPs: What Business Owners Need to Know Before Selling

33:21

Touchstone Talks: Ep. 13 - From Idea to Exit: Building a Business That Lasts

25:04

Touchstone Talks: Ep. 14 - Marketing for Business Owners: Fill the Funnel, Nurture Leads, Close Faster

30:20

Touchstone Talks: Ep. 15 - Financial Readiness: What it Really Means for M&A Success

26:35

Touchstone Talks: Ep. 16 - Finding the Gaps - How to Strengthen Your Employee Benefits Strategy

29:35

Touchstone Talks: Ep. 17 - Environmental Regulations Are Changing - What Business Owners Should Understand

32:36

Touchstone Talks: Ep. 18 - The Buyer's Perspective on Acquiring a Family Business

28:40

Touchstone Talks: Ep. 19 - Navigating Conflict in Family Businesses

29:28

Touchstone Talks: Ep. 20 - Hiring, Leading, and Retaining Talent When AI Enters the Equation

32:51

Touchstone Talks: Ep. 21 - From Local to Global - How Businesses Break Into International Markets

31:08

Touchstone Talks: Ep. 22 - A Different Perspective on Private Equity

29:08

Touchstone Talks: Ep. 23 - Make Your Financial Statements Work for You

31:13

Touchstone Talks: Ep. 24 - How to Grow a Company Without Sacrificing Yourself in the Process

26:05

Touchstone Talks: Ep. 25 - From Vision to Action: Mastering Strategy Management

30:43

Touchstone Talks: Ep. 26 - Financially Prepared, Financially Protected - Exit Planning Done Right

34:03

Touchstone Talks: Ep. 27 - Signals Before the Storm - Spotting Trouble Early

31:04

Areas We Serve

Connecticut

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New York

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Pennsylvania

Delaware

New Hampshire

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Nationwide

(860) 253-9087
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