Telehealth’s Positive Impact on ABA Families
Over the course of the last year during the COVID-19 pandemic, telehealth services have expanded immensely. Telehealth starts with reducing person-to-person contact, and provides more convenience for many; discover how Telehealth has become beneficial to ABA families.
Which Retirement Plan is Better for Nonprofits: 401(k) or 403(b)?
The above question is frequently asked by nonprofits when starting a retirement plan: should we adopt a 401(k) plan or a 403(b) plan? Often the answer is a 403(b) plan. But there are several factors that should be analyzed before choosing what plan will work best. Will the plan pass the ADP test? The key […]
Dena Jalbert | Focusing On the Strategy of the Transaction
Our special guest on this week’s episode of M&A Masters is Dena Jalbert. Dena is the Founder and CEO of Align Business Advisory Services, a team of former business owners, operators, and executives in offices throughout the US who bring Wall Street resources to the lower middle market. She was also recently named on Mergers […]
James Darnell | Unlocking the Potential of Successful Family-Owned Businesses
Our special guest on this week’s episode of M&A Masters is James Darnell. James is the Managing Partner of KLH Capital, a private equity firm based in Tampa, Florida, that focuses on serving family and founder-owned, lower middle-market companies throughout the US. KLH Capital was recently recognized as Private Equity Firm of the Year by […]
Emily Holdman | How to Grow in 2021: Educating Potential Sellers with Valuable Resources
On this week’s episode of M&A Masters, we speak with Emily Holdman. Emily is the Managing Director of Permanent Equity, a lower middle market private equity firm based in Columbia, Missouri, that focuses on investments for the very long term. Emily is also named as one of Axial’s thought leaders for the lower middle market. […]
John Warrillow | Precisely Why You Need Representations and Warranties
Our special guest on this week’s episode of M&A Masters is John Warrillow, the Founder and President of The Value Builder System™. He is also the host of Built To Sell Radio, and the author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a […]
The Liberty Company Insurance Brokers Welcomes Brian English
Los Angeles, March 15, 2021 — The Liberty Company Insurance Brokers announced today that Brian English has joined the firm as Vice President in the Bakersfield office.
The Liberty Company Insurance Brokers Welcomes Bethany Kaiser
Los Angeles, March 15, 2021 — The Liberty Company Insurance Brokers announced today that Bethany Kaiser has joined the firm as Senior Vice President in the Bakersfield office.
Personal Lines – State of Homeowners and Home Insurance in Florida
Your home is one of the most important places in your family’s life.
It’s important to keep it protected in case of an emergency.
Dan Phelps | Creating More Confidence For Sellers
On this week’s episode of M&A Masters, we speak with Dan Phelps, Founder and Managing Director of Salt Creek Capital, based in Silicon Valley. Salt Creek Capital is a lower middle-market private equity firm that partners with talented executives to acquire profitable small businesses across the United States. Dan earned his MBA at the University […]