MERGER SHE WROTE

Merger She Wrote is a podcast for business owners looking to scale, sell, or transition their companies. Each episode unpacks the strategies behind successful exits, the pitfalls to avoid, and the steps to maximize value. Featuring expert insights and real-world case studies, this podcast helps you navigate the complexities of M&A with confidence. Whether you're planning your next move or just starting to think about the future, Merger She Wrote gives you the knowledge you need to make informed decisions and build a business buyers want.

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Episodes

The Business Arc: From Foundation to Final Deal

Steve Adams went from bagging groceries to building—and selling—two successful businesses. In this episode, he shares how a family emergency led him to take over a struggling maintenance company, and how government contracts became the key to scaling and stability. From the truth about vending machines to navigating tough negotiations during his exit, Steve offers practical advice and honest insight into what it really takes to build a business someone wants to buy. Thinking about your own exit ...

May 20, 2025•59 min•Season 1Ep. 5

Scaling Up? Don’t Skip Cybersecurity!

Cybersecurity isn't just for big tech, it’s crucial for any business looking to grow or sell. In this episode, cybersecurity expert Paige Hanson, co-founder of SecureLabs, breaks down why strong security practices can make or break your company’s future. With 60% of small businesses never recovering from cyberattacks, this conversation is a must-listen. Paige shares how threats change as you scale and why buyers care about your security setup, especially in regulated industries like healthcare. ...

May 06, 2025•56 min•Season 1Ep. 4

Death, Taxes, and Your Business: A Love Triangle

Every business owner eventually faces the pivotal question: What’s next? Whether you plan to sell, pass the company to family, or explore another path, the outcome depends on how and when you prepare. In this episode, wealth strategist Suzie Eyrich shares why the most successful transitions begin three to five years before an exit. This timeframe allows key strategies to take root, from tax-efficient planning to family succession structures that preserve both equity and harmony. We’ll explore ho...

Apr 22, 2025•45 min•Season 1Ep. 3

More Than Paperwork: The Role of Relationship Banking in Acquisitions

Purchasing a business is exciting but often overwhelming, especially when it comes to financing. In this episode, Dan Foley from Evolve Bank pulls back the curtain on SBA lending, offering valuable insights into the process. He shares how his shift from processing applications to helping clients create compelling business plans led to higher approval rates and more confident buyers. Dan reveals common pitfalls, like the challenges of earnouts, seller transitions, and industry licensing and share...

Apr 08, 2025•46 min•Season 1Ep. 2

Legacy Matters: Finding the Right Home for Your Business

Kazem Harfouche, Managing Partner at Cedar Crest Capital, explores a major market gap affecting small business owners across the U.S. Many successful businesses with decades of profitability and under $3 million in EBITDA face uncertain futures because they don’t fit the high-growth model private equity firms prefer. As Kazem puts it, “The kids don’t want to take them over because they’re not cool enough.” Cedar Crest Capital takes a different approach—preserving what works rather than forcing a...

Mar 24, 2025•44 min•Season 1Ep. 1

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