The M&A Mastermind Podcast

In this episode, Leo Toscano, Managing Director of Excelia and partner of Cornerstone International Alliance, shares insights on the Brazilian M&A market, cross-border opportunities, and key industries driving growth. Discover how Brazil's unique economic landscape offers lucrative prospects for international investors and advisors.

Key Topics:

Brazilian M&A market evolution

Cross-border transaction advantages

Hot industries: healthcare, education, agribusiness

Impact of economic reforms on deals

Opportunities for international investors

Tax and labor complexities in Brazil

Role of Cornerstone Alliance in Brazil

Future trends in Brazilian M&A

About the Show:

The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions.

Tune in Every Week:

Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw

Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585

Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ 

Find all our episodes at https://cornerstoneia.com/podcast/

Resources:

Excelia - M&A Advisory Firm

Cornerstone International Alliance  

Connect on LinkedIn:

Nick Olsen

Leonardo Toscano

Cornerstone International Alliance

Excelia

Keywords:

Brazil, M&A, cross-border transactions, investment opportunities, private equity, economic reform, mergers & acquisitions, sell side, buy side, valuation

In this episode, Jason Kramer of Cultivize shares insights on how to fix leaky sales funnels, implement effective follow-up processes, and leverage AI and CRM tools to nurture long-term relationships in M&A and sales.

Key  Topics:

Sales funnel leaks and how to fix them

Importance of process and technology in sales

Effective follow-up strategies and cadence

Using AI for prospect research and outreach

CRM best practices and common mistakes

Long-term nurturing in long sales cycles

Metrics to analyze for sales process improvement

Building buy-in for new processes

About the Show:

The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions.

Tune in Every Week:

Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw

Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585

Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ 

Find all our episodes at https://cornerstoneia.com/podcast/

Resources:

AfterTheLead.com

CornerstoneIA.com

Keywords:

Mergers & acquisitions, M&A, sell side, buy side, valuation, sell my business, business sale, sales funnel, follow-up, CRM, process improvement, AI, lead nurturing, sales strategy

In this episode, Laurie Barkman, a seasoned exit strategist and author, shares insights on business transition, exit planning, and building transferable value. She discusses common pitfalls, the importance of succession planning, and how business owners can prepare for a successful exit.

Key Topics

Business transition and exit planning

Common pitfalls in business transfer

Building transferable business value

Succession planning and owner dependency

Employee bench and leadership development

Timing and communication during exit

Choosing the right buyer and exit options

Internal vs external transfer of business

Tools and resources for exit planning

About the Show:

The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions.

Tune in Every Week:

Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw

Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585

Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ 

Find all our episodes at https://cornerstoneia.com/podcast/

Resources

The Business Transition Handbook - https://lauriebarkman.me/book

Succession Stories Podcast - https://podcasts.apple.com/us/podcast/succession-stories/id123456789

Business Transition Sherpa - https://btsherpa.com

Laurie Barkman - LinkedIn - https://www.linkedin.com/in/lauriebarkman/

Keywords:

Exit planning, business transition, succession, value creation, ownership transfer, business sale, exit strategy, business growth, leadership, entrepreneurship, mergers & acquisitions, M&A, sell side, buy side, valuation

This episode features Renee Russo discussing exit planning, succession strategies, and the importance of early preparation for business owners. She emphasizes the need for a comprehensive team approach, addressing emotional and structural challenges, and leveraging AI for future success.

Key  Topics:

Exit planning importance

Succession conversation barriers

Business valuation and transferability

Team and advisory collaboration

Future of exit planning with AI

About the Show:

The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions.

Tune in Every Week:

Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw

Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585

Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ 

Find all our episodes at https://cornerstoneia.com/podcast/

Resources:

 

Exit Planning Institute - https://exitplanninginstitute.com

ReadyToRiseBook.com - https://ReadyToRiseBook.com

DriveValue.com - https://drivevalue.com

Connect:

LinkedIn - https://linkedin.com/in/reneerusso

Keywords:

Mergers & acquisitions (M&A), exit planning, succession, business owner, valuation, advisory, AI, business transition, preparation, team, wealth management, sell side, buy side, valuation

Jim Erben, a veteran succession and exit planning advisor, discusses the importance of strategic planning for business owners to ensure successful exits, minimize taxes, and secure their legacy. He emphasizes the need for intentionality, comprehensive valuation, and building a strong team to navigate the upcoming trillion-dollar business transition.

Key Topics:

The upcoming $13 trillion business transition

The importance of strategic succession planning

Building a dream team for exit readiness

About the Show:

The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions.

Tune in Every Week:

Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw

Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585

Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ 

Find all our episodes at https://cornerstoneia.com/podcast/

Resources:

Success by Design book launch details

Erben Associates

Cornerstone International Alliance

Keywords:

Succession planning, exit strategy, business valuation, legacy, business exit, planning, wealth management, M&A, business owner, succession by design