Best Apex Business Advisors Podcasts (2025)

1
Buyer Seller Tips on Video Calls 19:27

1d ago19:27

19:27

In this episode, we dive into the evolving dynamics of buyer-seller meetings, particularly in the post-COVID era, and how technology has reshaped the negotiation landscape. We share personal anecdotes and insights from recent experiences with buyer-seller meetings, highlighting changes in traditions and the new norms established in the business wor…

1
Know your Advisor: Jason Moxness 21:36

9d ago21:36

21:36

We welcome back a familiar voice, Jason Moxness, who recently transitioned from a long banking career into the business brokerage world. Jason, a well-known figure in the banking and SBA sector, joins Apex as a knowledgeable advisor and shares his insights on navigating economic challenges such as tariffs, which have both positive and negative impa…

1
"Speed and Certainty" with Dr. Valerie Vaughn 20:09

16d ago20:09

20:09

This episode features a special guest, Dr. Valerie Vaughn, who shares her insights on the critical concepts of speed and certainty when evaluating buyers and sellers. Discover why motivation, financial capability, and a genuine passion for the business are key to closing deals successfully.By Apex Business Advisor Podcast

1
A changing business landscape 23:01

23d ago23:01

23:01

Andy and Doug dive into the complexities of deal closings, discussing the dynamics and challenges that come with the territory. Listeners are taken through the journey of recent closings, including a rapid cash deal that concluded in under two weeks and the hurdles associated with a protracted six-month deal. We explore the role of cash buyers in t…

1
Unlocking the Power of Client Success Stories with John Stevenson 22:31

30d ago22:31

22:31

Andy and Doug are joined by special guest John Stevenson from Client Kudos. In this episode, John shares his journey from a high-stakes sales career to founding a company focused on helping businesses tell their client success stories effectively. With insights from his extensive experience, John discusses the critical role these narratives play in…

1
Navigating the Shift from Corporate to Entrepreneurial Buying 22:57

1M ago22:57

22:57

Discover the differences between corporate-led acquisitions and buying a business on a personal level. Andy and Doug highlight the challenges faced by individuals used to having large teams and resources at their disposal as they venture into entrepreneurship. The conversation sheds light on the nuances of due diligence, asset versus stock purchase…

1
Corporate Governance with Matt Bock 29:57

1M ago29:57

29:57

Matt Bock, an attorney specializing in mergers and acquisitions (M&A) and tax law from Swanson Bernard, joins us to talk about Corporate Governance. Matt emphasizes the need for both buyers and sellers to be cautious and prepared, explaining how thorough corporate documentation can prevent deal delays or failures. He covers key topics such as owner…

1
Why you need a Peer Advisory Group 14:19

2M ago14:19

14:19

This episode features the friend of the show Jason Terry back once again to share his wealth of experience in marketing, IT, and building fruitful peer advisory groups. Join the conversation as Jason delves into the significant differences between peer advisory and networking groups. He shares riveting anecdotes and life-changing stories from decad…

1
Stepping up your AI game to create Business Success 21:59

2M ago21:59

21:59

In this engaging episode, Andy and Doug are joined by Jason Terry, who is now officially crowned as a friend of the show. Jason, an expert in AI tools for small businesses, shares his insights into leveraging technology to enhance business efficiency and streamline operations. The discussion dives into Jason's favorite AI tools and how they have tr…

1
Know Your Broker - Steve Weaver 23:51

2M ago23:51

23:51

It is the return of veteran Steve Weaver, who joins from Fairhope, Alabama. Steve shares his journey in business brokerage across various locations, highlighting his plans for expanding Apex's influence in the booming Gulf Coast region. Steve talks about his involvement with Rotary, leading efforts to make a positive community impact through servic…

1
Unveiling the Power of Exit Planning with Mark Kipp 26:25

2M ago26:25

26:25

We're joined today by Mark Kipp from Prime Capital. Mark, a seasoned financial professional, who founded the Kansas City Chapter of the Exit Planning Institute (EPI). Mark shares the formation and growth of the EPI Kansas City chapter, with a mission to share the importance of early planning for business owners aiming for a successful transition an…

1
Selling a Business: Government Contracts Businesses 19:48

3M ago19:48

19:48

Andy and Doug are joined once again by Kevin Layton, this time to take a deep dive into the world of businesses that have a lot of government contracts. In this episode, they explore the nuances of businesses involved in government services—from environmental services to high-tech platforms—highlighting opportunities for growth and strategic exits.…

1
Know Your Broker: Kevin Layton 15:47

3M ago15:47

15:47

Andy and Doug welcome one of our "newer" brokers, Kevin Layton, a software engineer turned business broker. Through his impressive background in aerospace and digital marketing, Kevin shares his intriguing career journey from high-tech exec to facilitating lucrative business acquisitions. Tune in to learn about the dynamics of the brokering world a…

1
The Art of Exit Planning: Aligning Business Goals with Market Realities 26:32

3M ago26:32

26:32

This episode features a special presentation by Doug and Valerie Vaughn. They revisit their well-received EPI chapter meeting presentation titled "Bridging the Gap" to discuss the importance of aligning business owner goals with market realities. You can access the video companion piece of this podcast by clicking this link Learn about the differen…

1
Call me when you have a serious buyer 25:31

3M ago25:31

25:31

Welcome to another episode of the Apex Business Advisors podcast. Today, we're covering our recent closings, including the story of a unique mailbox rental company acquisition. Our main topic is that misconception there are few "serious buyers." We finally discuss the strategies to bridge the gap between seller expectations and market realities, in…

1
2024 Year in Review 29:37

4M ago29:37

29:37

It is our annual review. Tune in to hear market insights from Andy and Doug as they discuss the competitive nature of the industry, emphasizing the quick turnaround of business engagements at Apex in comparison to the general nine-month to a year market average. They also delve into the impact of past economic events like COVID-19 on business valua…

1
The Best of Apex Business Advisors Podcast: Navigating Seller Financing 18:49

4M ago18:49

18:49

Andy and Doug explore both the desirable and undesirable aspects of seller financing, providing valuable insights into how clean financial practices and market conditions can influence the success of sale transactions. The episode touches on recent economic conditions, including rising interest rates and shifts in bank lending standards, and how th…

1
The Best Of: Selling to a Family Members 20:47

4M ago20:47

20:47

In this best of episode, we're joined by Valerie Vaughn to discuss the unique dynamcis of selling a business to a family member. We delve into the complexities of family dynamics, the challenges of preparing a business for sale, and how the involvement of a dedicated team, including wealth managers, accountants, and attorneys, paved the way for a s…

1
Smashing Success or Fad Business? 17:26

4M ago17:26

17:26

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the world of fad businesses, featuring an engaging discussion on Rage Rooms. They explore the initial excitement around these trendy ventures like axe throwing, wine and paint experiences, and escape rooms, questioning their long-term viability in the ever-evolving marke…

1
The Best of the Apex Business Advisors Podcast: The Standard for a Seller 10:24

4M ago10:24

10:24

In this best of episode we discuss the standards expectations of a seller with our friend and colleague, Chuck Campbell Chuck shares insights into the importance of understanding a business deeply before agreeing to sell it, emphasizing the need for realistic valuations and marketability. He elaborates on the four crucial metrics that define a suit…

1
The Best of the Apex Business Advisors Podcast: Selling Q4 16:19

5M ago16:19

16:19

In this episode of our Best of Series, we revisit an episode where we discuss the dos and don'ts of selling in the 4th quarter Doug and Andy discuss common pitfalls, such as improper financial management aimed at reducing taxes, which can negatively impact a business's valuation. They provide insights into planning ahead, offering strategies for cl…

1
The Best of the Apex Business Advisors Podcast: You're Ready, but is your business? 18:28

5M ago18:28

18:28

In our best of series, we revisit an episode where we discuss the confluence of Business, Owner, and Financial Readiness. Get valuable advice on preparing your business three to five years ahead of time, learning from real-life case studies of businesses that hit their sale targets through diligent preparation and strategy adjustments. This episode…

1
Business Sale Timelines: From Listed to Closed 25:58

5M ago25:58

25:58

The episode examines various real-life scenarios about the typical timeline for selling a business, the importance of transparency, the role of due diligence, and how proactive communication with banks and buyers can expedite closure. Whether you're planning to sell your business or expand your understanding of the market, this discussion is packed…

1
Timing Your Business Listing: When's the Best Moment? 16:21

5M ago16:21

16:21

In this episode, we dive into the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We explore the pros and cons of listing during these periods and how market perceptions can impact decision-making.By Apex Business Advisor Podcast

1
Selling a Business: The Challenge of Multiple Entities under One Tax Return 14:53

6M ago14:53

14:53

Welcome to the Apex Business Advisors Podcast. The episode explores the intricacies of businesses with multiple entities, often under one tax return, and the difficulties this poses during due diligence and financing. Listeners will gain valuable insights into the importance of clear financial separation and the potential complications that arise w…

1
Selling a Business: Your attitude can impact your legal bill 14:54

6M ago14:54

14:54

Welcome to the latest episode of the Apex Business Advisors Podcast. The episode kicks off with an anecdote from Andy about a prospective buyer, emphasizing the significance of clear communication and setting proper expectations in business dealings. Andy and Doug explore the challenges that arise when parties involved in a transaction fail to foll…

1
Risk Reduction Realities: Loss Prevention for Restaurants with Alliant’s Tim Leech 20:19

6M ago20:19

20:19

In this episode, Kaya Stanley interviews Tim Leech, Director of Risk Consulting at Alliant Insurance Services. Tim shares insights from his 34 years of experience in the insurance industry, focusing on loss-sensitive programs and effective risk management strategies. Learn about reducing the cost of risk, engaging management in safety programs, and…

1
Your best ability is Availability 19:07

6M ago19:07

19:07

In this episode, Andy and Doug focus on the critical role of availability of buyers and sellers. The episode highlights a real-world scenario involving a stalled deal due to lack of availability from both parties. Andy and Doug discuss the importance of prioritizing communication during the due diligence phase and the potential consequences of negl…

1
Hazardous Heat: Managing Indoor Heat Risks in Restaurants with Mike Geosano 15:43

6M ago15:43

15:43

In this episode of the Self-Insurance Podcast by CRMBC, host Kaya Stanley interviews Mike Geosano, President of O.S.T.S. Consulting, about the new Cal/OSHA indoor heat illness prevention regulations for restaurants. Mike shares his safety consulting background and explains the regulation's specifics, including temperature triggers, hazard assessmen…

1
A Smooth Transaction 14:54

6M ago14:54

14:54

Welcome back to the Apex Business Advisors podcast, where hosts Andy Cavanaugh and Doug Hubler discuss the intricacies of a successful business deals. With insights into the sometimes tumultuous world of business transactions, Andy and Doug offer a refreshing look at a deal that went right, emphasizing the lessons learned and the factors contributi…

1
Selling a Business: Navigating Partner Disputes 24:46

7M ago24:46

24:46

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the complexities of partner disputes and business valuations. They explore real-life scenarios where business partners face challenges in buyouts and share their expert insights on how to navigate these situations effectively. We provide actionable advice for those consi…

1
From Chaos to Clarity: The Benefits of Outsourcing HR in the Restaurant Industry 15:24

7M ago15:24

15:24

In this episode of the Self Insurance Podcast by CRMBC, Heather Bischoff from Upskill Consulting joins us to explore the critical aspects of human resources management in small businesses. Heather, who transitioned from case management to HR, highlights the importance of fractional HR and its role in preventing workers' compensation claims. She add…

1
Strategic Planning 22:46

7M ago22:46

22:46

Andy and Doug explore the critical need for business owners to plan ahead when considering selling their business. Andy recounts a story of a client who faced unexpected financial implications due to a lack of foresight and planning. They stress the importance of involving accountants, attorneys, and financial planners early in the process to maxim…

1
Navigating Business Acquisitions: Offers, Buy-Side Searches, and Seller Tips 13:15

7M ago13:15

13:15

Welcome to another episode of the Apex Business Advisors podcast. This week, your host Andy Cavanaugh is joined by Jeff Crooks, a seasoned expert with over 20 years in the business brokerage industry. In this episode, Jeff shares valuable insights and practical advice for both buyers and sellers in the business marketplace. Jeff dives into the impo…

1
Uncovering Workers' Comp Fraud: Insights from Investigator Gene Immendorf 16:49

7M ago16:49

16:49

In this episode of the Self Insurance Podcast, Gene Immendorf, President of Immendorf Investigations, shares insights into the world of private investigation in the context of workers' compensation self-insurance in California. Following in his father's footsteps, Gene has nearly four decades of experience in surveillance and sub rosa investigation…

1
Unlocking Business Opportunities: The Power of Buyer Searches 16:44

7M ago16:44

16:44

Welcome back to the Apex Business Advisors podcast! This week, Andy is joined by the industry titan, Debbie Small, who brings an impressive array of credentials, including multiple national awards from the IBBA and Apex. Debbie shares her expertise on the intricate process of buyer searches, a strategy she believes is the best way for buyers to fin…

1
Understanding Underwriting: What Restaurant Owners Need to Know 19:27

8M ago19:27

19:27

In this episode of the Self Insurance Podcast by CRMBC, host Kaya interviews Scott Gaffner, CRMBC's Chief Underwriting Officer, about the intricacies of workers' compensation self-insurance in California. With over 30 years of experience, Scott examines the advantages of self-insured groups, the importance of underwriting, and the common misconcept…

1
Selling a Business: Bad Idea #5,038 14:50

8M ago14:50

14:50

Welcome back to the Apex Business Advisors podcast! In this episode, Doug shares insights on why buying unnecessary equipment or inventory to reduce taxes can backfire, especially if you plan to sell your business soon. For more expert advice and resources on selling or buying a business, visit kcapex.com. Whether your business is valued at $50,000…

1
Navigating Business Sales: Asset vs. Stock Sales Explained 23:12

8M ago23:12

23:12

In this episode, we dive into recent business closings, including a landscape equipment dealer and a local salon, discussing the complexities faced during these transactions. Our main focus is on the key differences between asset sales and stock sales. We cover tax implications, risks, and benefits for both buyers and sellers, along with the import…

1
Cutting Costs & Improving Care: Darrin Schenck on the Benefits of Telephonic Nurse Triage 15:42

8M ago15:42

15:42

In this episode of The Self-Insurance Podcast brought to you by CRMBC, host Kaya interviews Darrin Schenck, VP of sales for TriageNow. They discuss the importance and benefits of employing telephonic nurse triage solutions specifically for workplace injuries in the hospitality industry. Darrin explains how TriageNow helps mitigate claims, provides …

1
Planning Your Financial Future: Insights from Mitzi Swaffer 20:27

8M ago20:27

20:27

Welcome to the latest episode of the Apex Business Advisors podcast! We pick up our conversation with Mitzi Swaffer from MS Financial. Mitzi brings her expertise to discuss the importance of planning your financial future and preparing for a successful business exit. In this episode, Mitzi shares unique insights on the differences between financial…

1
Litigation Lessons: Cooper Brown's Amanda Rodriguez on Tackling Fraud and Claim Documentation 18:48

8M ago18:48

18:48

In this episode of the Self Insurance Podcast, hosted by CRMBC, Amanda Rodriguez, an attorney and partner at Cooper Brown, discusses her journey to becoming a workers' compensation litigator. The conversation covers Amanda’s background, the common reasons workers' comp cases get litigated, the importance of employer documentation, and the prevalenc…

1
Navigating Business Sales and Retirement Planning with Mitzi Swaffer 17:33

8M ago17:33

17:33

In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners. Mitzi delves into her background…

1
Selling a Business: Lost Days 30:52

8M ago30:52

30:52

Welcome back to the Apex Business Advisors podcast! In this episode, we discuss the intricacies of business transactions, focusing on efficiency and the impact of lost days. We examine a lengthy liquor store deal in depth, highlighting challenges such as managing multiple buyers, non-responsive attorneys, IRS liens, landlord approvals, and the impa…

1
When Buyers and Bankers lose their voice 18:49

9M ago18:49

18:49

In this episode, Andy and Doug dive into the complexities of business closings, sharing recent challenges and successes. Andy recounts his recent frustrations of delayed closings, while they both highlight the impact of poor communication from bankers and buyers. They discuss successful deals, including a heating and air business, a port-a-potty co…

1
Comparing Traditional Insurance and Self-Insured Groups with Mike McDonough 12:41

9M ago12:41

12:41

In this episode of the Self Insurance Podcast, Kaya welcomes Mike McDonough, broker-owner of McDonough Insurance Services, to explore the major differences between traditional workers' compensation and self-insured groups. Mike, an industry expert with over 30 years of experience, explores how self-insurance encourages immediate injury reporting, r…

1
Understanding PAR Audits: Pilar Mitchell on Protecting Your Business from Costly Penalties 13:47

9M ago13:47

13:47

In this episode of the Self-Insurance Podcast, brought to you by CRMBC, we delve into the intricacies of workers' compensation audits and reserves with Pilar Mitchell, Senior Partner at Michael Sullivan & Associates. Pilar shares her extensive experience in workers' compensation law, explaining the different types of audits conducted by the DWC and…

1
Best of Episode: Profile Perfection and Storytelling Success using LinkedIn with Jason Terry 17:37

9M ago17:37

17:37

In this episode, we dive into the essentials of optimizing your LinkedIn profile and leveraging the platform for business growth. Our expert guest, Jason Terry a seasoned LinkedIn trainer, shares invaluable tips on creating the perfect profile picture, crafting an engaging bio, and utilizing LinkedIn's features to their fullest potential. Learn why…

1
Best of Episode: Mastering Business Connections using LinkedIn with Jason Terry 18:22

9M ago18:22

18:22

In this insightful episode, Doug invites LinkedIn expert Jason Terry to discuss the transformative power of LinkedIn for businesses. Jason shares his unique journey from IT to sales and how LinkedIn became an essential tool in his success. The episode dives deep into the importance of maintaining a strong LinkedIn presence, the benefits of regular …

1
Fighting Fraud in Workers' Comp: Strategies with Sam King from Apex Investigations 17:14

9M ago17:14

17:14

In this episode, we look into the intricacies of workers comp fraud investigations with Sam King, Vice President of SIU and Program Management at Apex Investigations. Sam brings over a decade of experience in law enforcement and insurance fraud examination. We explore the four key categories of workers comp fraud, investigation options for differen…

Podcasts Worth a Listen

Apex Business Advisors Podcasts

Podcasts Worth a Listen