Best Jacob Andra Podcasts (2025)

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Using AI To Prepare to Sell A Business with guest Jacob Andra, CEO and Founder of Talbot West 31:09

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5h ago31:09

31:09

Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West. In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible…

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Constitutional AI With Bennett Borden and Jacob Andra 38:33

15d ago38:33

38:33

Send us a text Talbot West CEO Jacob Andra interviews Clarion AI CEO Bennett Borden on ensemble AI approaches. Bennett Borden served eight years as a CIA data scientist identifying patterns in digital trails, he went to Georgetown Law and specialized in automated decision systems. Now as CEO of Clarion AI, he runs the only law firm that operates as…

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Will AI Take All the Jobs? Jacob Andra and Stephen Karafiath Say No 18:50

26d ago18:50

18:50

Send us a text While people fear wholesale workforce replacement, the actual transformation is far more complex and ultimately more optimistic for organizations willing to adapt strategically. This episode cuts through the hype to examine three distinct zones of AI capability. First, tasks where AI excels at things humans never could do well, like …

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Agentic AI and Neurosymbolic AI: Jacob Andra Interviews Dr. Alexandra Pasi of Lucidity Sciences 42:23

1M ago42:23

42:23

Send us a text Two major ideas are shaping the next era of artificial intelligence: agentic AI and neurosymbolic AI. Talbot West CEO Jacob Andra and Lucidity Sciences CEO Dr. Alexandra Pasi bring together their complementary perspectives. They unpack the confusion surrounding the term “agentic.” The most common misuses fall into three categories. 1…

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Neurosymbolic AI and the Shortcomings of LLMs: Jacob Andra and Stephen Karafiath 35:04

1M ago35:04

35:04

Send us a text Large language models have captured headlines, but they represent only a fraction of what AI can accomplish. Talbot West co-founders Jacob Andra and Stephen Karafiath explore the fundamental limitations of LLMs and why neurosymbolic AI offers a more robust path forward for enterprise applications. LLMs sometimes display remarkable co…

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Exit Is Now podcast guest appearance with Scott Snider, President of the Exit Planning Institute 25:18

1M ago25:18

25:18

Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizValue.comBy Rick J. Krebs, M&A Advisor, CPA and CEPA

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Why smart sellers run a sell-side Quality of Earnings report before buyers ever ask 39:23

2M ago39:23

39:23

Deals rarely collapse because the idea is bad—they fall apart when the numbers can’t carry the story. We sat down with Patrick McMillan, a seasoned quality of earnings specialist with Ampleo, to show how sellers can turn diligence from a gauntlet into an advantage. From decoding what “quality” actually means in earnings to explaining why EBITDA is …

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Data Security in AI: Talbot West CEO Jacob Andra Interviews Scott Peiffer of i4Ops 32:21

2M ago32:21

32:21

Send us a text Most enterprise AI projects fail because companies hold back their data. They spend hundreds of thousands of dollars training models on sanitized datasets, afraid to expose sensitive information. They get generic answers that create no competitive advantage. In this episode, Scott Peiffer from i4Ops cuts through the AI hype to addres…

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AI is Much More Than LLMs: Jacob Andra Interviews Dr. Alexandra Pasi on Cutting-Edge Machine Learning 39:13

2M ago39:13

39:13

Send us a text Dr. Alexandra Pasi (Lucidity Sciences) joins Talbot West CEO Jacob Andra to explore why conflating AI with large language models creates blind spots in enterprise technology strategy. With 15 years in machine learning, Dr. Pasi brings mathematical rigor to practical AI deployment. Key discussion topics Jacob identifies the linguistic…

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Jason duPont On AI in the Mortgage Industry: An Interview with Talbot West CEO Jacob Andra 40:51

2M ago40:51

40:51

Send us a text Jason duPont, COO of NEXA Mortgage, reveals how AI transforms mortgage operations from 54-minute loan processing to autonomous underwriting systems. NEXA processes $10 billion annually through 3,300 loan officers and targets $15 billion using agentic AI partnerships. This episode demonstrates practical AI implementation beyond chatbo…

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Rick Meekins is 6X More Productive With AI + Automation: An Interview With Talbot West CEO Jacob Andra 28:19

3M ago28:19

28:19

Send us a text Rick Meekins achieves 4-6x productivity gains using ChatGPT and automation tools in precisely the ways Talbot West recommends to enterprise clients: low-risk, high-reward applications that deliver immediate ROI without exposing sensitive data. Rick uploads podcast transcripts to ChatGPT, not proprietary business data. He generates so…

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Bill McCalpin on AI in Mergers and Acquisitions 52:30

3M ago52:30

52:30

Send us a text Jacob Andra, podcast host and CEO of Talbot West, interviews Bill McCalpin, investment banker and chair of The Alliance of Merger and Acquisition Advisors. Bill McCalpin reveals why companies with identical revenue and profits sell for vastly different prices: one for $2 million, another for $12 million. The difference comes down to …

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Kevin Williams On De-Risking AI Implementations 44:30

3M ago44:30

44:30

Send us a text Kevin Williams, founder and CEO of Ascend Labs AI, joins Jacob Andra, CEO of Talbot West, to discuss the reality of enterprise AI adoption. Despite the hype, most companies still aren't implementing AI effectively. Kevin breaks down the four pillars that drive real ROI: dev tools, product augmentation, workflow optimization, and stra…

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Jacob Andra & Stephen Karafiath Discuss Applied AI 40:25

3M ago40:25

40:25

Send us a text Jacob Andra sits down with Stephen Karafiath, technical co-founder of Talbot West, for a wide-ranging discussion on practical AI implementation in enterprise. They cut through the hype to address what actually matters: how businesses can achieve concrete efficiency gains through thoughtful AI deployment while avoiding common pitfalls…

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Intro to The Applied AI Podcast 1:45

3M ago1:45

1:45

Send us a text Welcome to The Applied AI Podcast. We're all about practical results. Hosted by Jacob Andra, the CEO of Talbot West, The Applied AI Podcast focuses on value creation from AI. We also cover the pitfalls and concerns companies need to address when implementing AI. Talbot West is a digital transformation consultancy and AI enablement pa…

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LIVE CASE STUDIES: Answering the Buy or Build Question, Real Time, Real Answers 1:37:52

4M ago1:37:52

1:37:52

When business owners face the pivotal question of whether to sell or continue building their company, the answers are rarely straightforward. The Utah chapter of Exit Planners (EPI) takes you inside this crucial decision-making process through two compelling real-world case studies that illuminate the complexities of business transitions. A rapidly…

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The Legal Side of Selling a Business with M&A attorney Scott Ehrlich 43:30

4M ago43:30

43:30

💡 Key Takeaways for Business Owners ✅ Why Having the Right M&A Team Saves You Millions Choosing the wrong attorney can cost you $20K–$30K+ in unnecessary fees — and potentially kill your deal. M&A is a specialty. Using your “business lawyer” or “family attorney” is like hiring a general practitioner for heart surgery. Your M&A attorney is not just …

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Learn How Exit Planning Added $900,000 to the Selling Price of a Roofing Company 28:30

5M ago28:30

28:30

In this episode, discover how smart exit planning strategies drove a $900K increase in business value—and what life looks like after the sale. What really happens when the deal closes? In this raw and insightful conversation, Gary shares his multi-year journey selling his roofing company—from an initial failed attempt to a competitive seven-offer b…

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Panel Discussion With 3 Business Owners Who Recently Sold Their Business 1:06:17

7M ago1:06:17

1:06:17

In this episode we recorded a live webinar of the Exit Planning Institute, Utah Chapter of Exit Planners where we listen to the expertise and advice of 3 people who were involved in the sale of a business: Chris Badger($80 Million Sale), Howard Flores (under $5 Million), Don Mealing (somewehere in between on multiple transactions). This is a seller…

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How a financial advisor quarterbacked a transaction correctly 14:39

8M ago14:39

14:39

Rick Krebs and guest Josh Hogge discuss a successful business sale involving a financial advisor who effectively guided the client through the process as a "quarterback". The advisor, who typically consults clients on financial matters, demonstrated his value by coordinating with business brokers and CPAs. He facilitated a valuation, attended key m…

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Using AI to systematize operations and the sale of your business with guest Matt Gruber 36:59

8M ago36:59

36:59

In this podcast we discuss the complexities of selling a business, featuring Matt Gruber, an entrepreneur with a legal background. Matt shares his experience of losing a business due to lack of succession planning and the importance of documenting and cloning business knowledge. He introduces Cotingency, a service that uses AI to help business owne…

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What Every Entrepreneur Needs to Know About IPOs with guest Paul Hickey 32:48

9M ago32:48

32:48

This episode breaks down the critical decision-making process for entrepreneurs considering an IPO or seeking venture capital, providing compelling insights into how to evaluate the options available. Key points include: • Importance of IPO vs. venture capital decisions • Outlining the benefits of going public • Understanding costs associated with …

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How Company Culture Alignment Impacts a Sale with Guest Jacqueline Martinezof Alaris Advisors 23:25

1+ y ago23:25

23:25

In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy! Visit …

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The Importance of Leadership Development When Scaling a Business with Shawn Richards, the founder of Blue Sky Business Consulting 16:06

1+ y ago16:06

16:06

In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and…

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Using an 831b Insurance Tool to Reduce Risk and Taxes 31:15

1+ y ago31:15

31:15

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. …

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You Have an Offer, Now What? 17:12

1+ y ago17:12

17:12

In this episode we discuss how NOT to catch the Cinderella Syndrome when negotiating a LOI or IOI. I reveal our unique AI tool which will scan your offer document after you scrub it for the sensitive information, outlining the vulnerabilities and deficiencies in the offer so you can easily pinpoint what you need to focus on. Then, yes, of course, y…

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How AI is Changing the Sale of a Business 41:10

2y ago41:10

41:10

The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and s…

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Working Capital Discussion for Business Brokers With Treve Kinsey 33:41

2y ago33:41

33:41

Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing. Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizVal…

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Guest Steele Kizerian Reviews How EOS Helps Business Owners Boost Business Value 24:20

2y ago24:20

24:20

In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale. Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizValue.comBy Rick J. Krebs, M&A Advisor, CPA and CEPA

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Good Questions to Ask Buyers When You Meet With One 17:16

2y ago17:16

17:16

This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them. I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list. Meetings with buyers shoul…

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Open Road M&A With Guest Scott Duke 32:24

2y ago32:24

32:24

I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott share…

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My Biz Value and What We Do 7:01

2y ago7:01

7:01

The initial step (some call it the Triggering Event) in Exit Planning or Financial Planning is doing a formal confidential valuation. In this episode we talk about my company, My Biz Value and how we fill the much-needed gap of obtaining an affordable confidential valuation for your business. Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizVal…

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Exit Planning Essentials with the Father of Exit Planning and Founder of EPI, guest Peter Christman 24:55

2y ago24:55

24:55

In this episode you will learn about how the notion of Exit Planning got started and hear from the man who started it all back in the 90s. Peter Christman is an icon in the industry, having started the Exit Planning Institute and is known as the Father of Exit Planning. He is also an entertaining man to listen to with stories and examples. Visit us…

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Exit Planning and the CEPA Designation with Guest Scott Snider, President of the Exit Planning Institute 25:46

2y ago25:46

25:46

If you plan to maximize the selling price of your business when you sell, Exit Planning is a must. In this episode I interview the man leading the nationwide charge to inform, educate and help advisors and business owners alike maximize the value of their business when they sell. Scott Snider is President of the Exit Planning Institute (EPI). EPI o…

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Tax Saving Strategy: The Asset Exchange Experts With Guest Eric Veve 45:59

2y ago45:59

45:59

As a business owner considering the sale of your business you should be thinking ahead about the tax ramifications of a sale. About 10 years ago I was selling a trucking company and I won't repeat the words that came out of the mouth of the owner when he found out that Uncle Sam was going to take over $6 M of his hard-earned money. I met Eric Veve …

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The Dynamic Duo of Working Capital and IRS Forms 8594/8883 11:01

2y ago11:01

11:01

In this episode we cover an important and often overlooked topic of Working Capital and how it relates to the important IRS filing of forms 8594 (regular Asset Sale) or 8883 (with a Section 338(h)10 election). We may be "geeking out" a bit here as we delve into these two important aspects of every transaction over $1.5 M, but these are things that …

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Preparing for an Important Meeting with a Buyer 14:39

2y ago14:39

14:39

In this episode we talk about what you need to do as a Seller to prepare for an important meeting with a buyer. This episode compliments 3 other episodes about buyers: Questions Buyers Ask, Wow Your Buyers, and How to Answer Zinger Questions. Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizValue.com…

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Tax Saving Strategy Donor Advisor Funds with Micaela Weil 21:10

2y ago21:10

21:10

One little known, but powerful tool utilized to reduce taxes on the sale of a business is a Donor Advisor Fund (DAF). In the episode we interview expert Micaela Weil of the Community Foundation of Utah and learn when a DAF works well and how to use it for not only tax savings, but charitable purposes. Visit us at: Bsalesgroup.com, DesignMySale.com,…

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How to Answer Zinger Questions with Power 15:36

2y ago15:36

15:36

You are in a meeting with an important buyer group. The meeting has gone well up until now. Suddenly, from out of nowhere, one of the buyer's team asks you a very pointed and direct question. You don't know how to respond. You've never thought about that before. Yikes! I call these questions "Zingers". You can actually feel the energy leave the roo…

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Wow Your Buyers by Answering Questions Based on Personality Type 20:02

2y ago20:02

20:02

Welcome to a captivating journey through the world of selling your business. In this episode, we're diving deep into the vital knowledge you need to secure the successful sale of your business, while steering clear of common pitfalls that could put your sale at risk. Today's discussion revolves around a fascinating revelation: the four distinct per…

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Unveiling the Key Compoents of a Letter of Intent Sellers Need to Know 16:53

2y ago16:53

16:53

Letters of Intent (LOIs) are the hidden powerhouses in Mergers & Acquistions. These seemingly innocuous documents hold within them the potential to influence your financial outcome in ways that cannot be underestimated. Imagine a landscape where the right negotiation tactics within an LOI can add hundreds of thousands, or even millions of dollars t…

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What Is It Like to Sell a Business? Seller Interview with Dan Who Sold His Business 33:18

2y ago33:18

33:18

Have you ever wondered what it's truly like to sell a business, especially when it's your first time? Get ready to uncover the secrets, challenges, and triumphs of this remarkable journey as we peel back the curtain and reveal the reality of selling a business through firsthand experiences of a fellow business owner who has successfully navigated t…

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What You Need to Know About SBA Loans with Lending Expert Jeremy Willes 31:22

2+ y ago31:22

31:22

In this episode I interview Jeremy Willes, a lending expert who unveils important upcoming changes to SBA lending and what you need to learn if you are selliing your business and the buyer is using SBA to finance the transaction. For business buyers this episode contains useful information about obtaining an SBA loan. www.Bsalesgroup.com Visit us a…

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Opportunity Zones: Tax Reduction and Elimination with Guest Blake E. Christian, CPA, Partner, HVCT 40:24

2+ y ago40:24

40:24

In this episode we explore a powerful tax reduction and elimination strategy called Qualified Opportunity Zones (OZs). Designed and requested by a group of billionnaires, these strategies were implemented to promote investment in rural areas, providing huge tax incentives to investors. My guest, Blake E. Christian, brings over 35 years of experienc…

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Questions Buyers Ask and What to Expect from Buyers 12:42

2+ y ago12:42

12:42

I get asked all the time about what questions buyers will ask prior to a meeting or phone call. After listening you will be informed and ready to answer the most common questions buyers ask. This episode prepares you for a meeting with the buyer. I also share the main things NOT TO DO at a buyer meeting. This may be the most useful information of t…

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Unlocking the Secrets: 4 Must-Know Tips for Selling Your Business 5:04

2+ y ago5:04

5:04

In this episode you will lear the 4 most imporant things you need to know when selling a business. Not knowing these 4 things has the potential to cost you millions when you sell your business. Spend 5 minutes to learn the things you ABSOLUTELY NEED TO KNOW when selling your business. Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizValue.com…

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Survive the Sale: The 7 Deadly Killers of Selling a Business with Guest Peter Christman 26:51

2+ y ago26:51

26:51

There are 7 things that can definitely kill the sale of your business. You will learn how to avoid these and NOT kill the sale of your business. We get into the ugly side of things here with over 50 years of combined M&A experience, Peter Christman and myself share horror stories we've seen. Get better prepared to sell your business by listening in…

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Navigating Business Puberty: Pimples, Braces and Proms with Guests Garrick Reevs and David Gowens 37:42

2+ y ago37:42

37:42

Join us with guests Garrick Reevs and David Gowens, the two guys who first coined the term: "Business Puberty". What is Business Puberty anyhow? What exactly does it mean? How does it apply to selling a business? Why would a 30 year old company be considered a business still in Business Puberty? How do businesses mature and "grow up" and how does t…

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Don't Let Your Money Slip Away: Unveiling the Top 5 Reasons Sellers Lose Money When Selling Their Business 8:57

2+ y ago8:57

8:57

Embark on a captivating journey as we unveil the top 5 reasons sellers lose substantial amounts of money when selling their businesses. Prepare to be astonished by the recurring mistakes that have cost entrepreneurs hundreds of thousands, even millions of dollars. Brace yourself for a thrilling episode that reveals the hidden pitfalls and offers va…