S8. EP. 6 - Smart Growth Strategies with Michael Young

Developing Future Owners: Building the Next Generation of Leadership

Growth, Selling, Or Succession: How Firms Are Choosing Their Next Move

Where Firms Lose Time and How Tech Can Give it Back

Planning Ahead: Financing Tech to Streamline Operations

S8. EP. 5 - Tech in Talent Management with Matt Lescault

S8. EP. 4 - Onboarding After Acquisitions with Hue Partners

Buyer-Seller Alignment: What to Set Before Onboarding

Post-Acquisition Culture: Blending Teams Successfully

S8. EP. 3 - How to Finance Insurance M&A with INS Capital

How to Fund Growth Without Sacrificing Stability

How Agencies Create Value Before An Acquisition

S8. EP. 2 - Famously Friendly Growth: The RightSure Insurance Story

Growing Firms in 2026: What To Prepare For

S8. EP. 1 - Next Generation CPAs: The State of Accounting in 2026 with Evans May Advisory

AI's Growing Impact: How Tech Will Reshape Client Engagement

S7. Bonus - Best of 2025

2026 Outlook: Strategic Insights & Planning with MarshBerry

Inside Insurance M&A: Due Diligence & Contracts with M&A Services

Don't Wait: Plan Succession

S7. EP. 7 - Underwriting for M&A with Oak Street Funding

Navigating Mergers and Acquisitions

Preparing for G2: Planning Ahead with DeVoe & Company

S7. EP. 6 - M&A Cybersecurity Considerations with KSM and Reveal Risk

Getting Ahead: Rate Cuts & Deals

Cybersecurity Trends and Risks in 2025 with KSM and Reveal Risk

Debt vs. Equity: Financing Your Business

Inside Insurance M&A: Valuation & Deal Structure with M&A Services

Decoding The New Tax Bill: With Evans May Advisory

Decoding The New Tax Bill: With Evans May Advisory Part 2

Decoding The New Tax Bill: With Evans May Advisory Part 1

S7. EP. 4 - Accelerate Agency M&A: The DeLuca Agency Story

U.S. Tariff Impacts: 2025 Tariff Update

Leaving Your Legacy: Building an Exit Strategy

S7. EP. 3 - Path to Succession: Navigating Partner Buy-In

2025 SBA Changes

Responding to Uncertainty: Mid-Year Outlook

Clearview Insurance: Scratch To Success

Scratch to Success: The Clearview Insurance Growth Story

DryStone Capital: Debt Funded Innovation

S7. EP. 1 - Persistence in Innovation with DryStone Capital

S6. EP. 5 - Strategic Growth: Building Buy-In and Driving Results with Alicia Chandler

2025 Outlook: What to Expect in the Year Ahead

S6. EP. 4 - Tax Implications in 2025 with Rob Roach and Steve Blake

S6. Bonus - Best of 2024

Election Special: Tax & Market Implications

CFA Society of Indianapolis - M&A For Investment Advisors

S6. EP. 3 - From The Carson Group: Know Your Worth with Alicia Chandler

S6. EP. 2 - Propelling Growth to Fuel Your Legacy

Mid-Year Economic Update

S5. EP. 5 - Deep Dive into the 5C's of Credit

Beyond Underwriting: Strategy and Insights

S1. Ep. 4 - Using Capital and Equity Effectively with Jane Saxon of Somerset CPAs and Advisors

S2. Ep. 1 - A Founder's Story - Jim Roe of Arlington/Roe

Uncover M&A Opportunities: Bridge Loans and Deal Creativity

Building Advisory at Your Firm

S5. EP. 4 - M&A Deal Creativity for Advisor Growth with MarshBerry

S3. EP. 1 - A Founder's Story - with Leslie Nester of Fox Insurance Agencies

S2. Bonus Episode - The Value of Inclusivity: A Conversation with Kirsten Petras and Sarah Turner

S2. Ep. 3 - Hiring and Retaining Diverse Talent with Sarah Turner of The Faurote Group