The M&A Mastermind Podcast

Mar 06 2025 76 ep. 39 mins 4
The M&A Mastermind Podcast artwork

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

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The M&A Mastermind Podcast - Episode 76 - AI in Finance

Mar 06 2025 30 mins  
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Johan Cederqvist, co-founder of Grasp AI, a company focused on automating workflows in investment banking and finance. Johan shares insights into the challenges faced by investment bankers, the innovative solutions provided by Grasp AI, and the transformative impact of AI on the financial industry. The co

The M&A Mastermind Podcast - Episode 75 - How are changes in Washington affecting M&A

Feb 27 2025 28 mins  
In this episode of the M&A Mastermind podcast, Nick Olsen interviews Sharon Heaton, a seasoned expert in M&A and government contracting. They discuss the significant changes in Washington and their implications for M&A activities, including the impact of tariffs, financing challenges, and the overall uncertainty in the market. Sharon shares insights on historical parall

The M&A Mastermind Podcast - Episode 74 - Pre-transition Tax Planning

Feb 20 2025 51 mins  
In this episode of the M&A Mastermind podcast, Nick Olsen speaks with Joel Redmond, managing director for family wealth consulting at Key Private Bank, about the critical importance of pre-transaction tax planning for business owners. They discuss the significant tax implications that can arise during business transitions, the optimal timing for tax planning, and the impact of

The M&A Mastermind Podcast - Episode 73 - Timing, Combining, and Sequencing

Feb 13 2025 26 mins  
In this episode of the M&A Mastermind podcast, Joe Strazzeri discusses advanced planning strategies for business owners, focusing on the importance of timing, combining, and sequencing various strategies to achieve financial goals. He outlines the eight key goals that business owners should consider, including maintaining control, ensuring lifestyle, and protecting against taxe

The M&A Mastermind Podcast - Episode 72 - The Impending 'Silver Tsunami'

Feb 06 2025 39 mins  
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Jim Urban, an expert in exit and succession planning. Jim shares his journey from wealth advisor to specializing in helping privately owned businesses, particularly family businesses, navigate the complexities of exit planning. He discusses the importance of aligning personal wealth with business value, t

The M&A Mastermind Podcast - Episode 71 - The intricacies of growing a business & preparing for the sale

Jan 30 2025 30 mins  
In this episode of the M&A Mastermind podcast, Nick Olsen interviews Colin Bowman, a partner and VP at Cultivate Advisors. They discuss the intricacies of growing a business, preparing it for sale, and the importance of increasing enterprise value. Colin shares his journey from the franchise world to advising small businesses, emphasizing the need for a solid business plan and

The M&A Mastermind Podcast - Episode 70 - Buyer's Insurance & Risk Management Due Dilligence

Jan 23 2025 33 mins  
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Maloney, CEO of Strategic M&A Advisors, discussing the critical role of insurance and risk management in mergers and acquisitions. They explore how sellers can prepare for buyer due diligence, the importance of professional advisors, and real-life case studies that highlight the impact of risk ma

The M&A Mastermind Podcast - Episode 69 - Advanced Tax Planning Overview

Jan 16 2025 32 mins  
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Joe Strazzeri, a tax attorney and expert in advanced tax planning for business owners. Joe shares his background, the importance of tax planning, and the four motives that drive business owners. He emphasizes the need for early conversations about tax planning, the timing of strategies, and shares real-li

The M&A Mastermind Podcast - Episode 68 - Creating a Referral Network

Jan 09 2025 47 mins  
In this episode of the M&A Mastermind podcast, host Nick Olsen and guest Jim Cumbee discuss the critical role of referral networks in business development. They explore how referrals are often taken for granted, the importance of building relationships and credibility, and the use of content as a tool for connection. Jim shares personal anecdotes that highlight the serendipitou

The M&A Mastermind Podcast - Episode 67 - Best of 2024 pt.2

Jan 02 2025 28 mins  
We’re wrapping up 2024 with Part 2 of our year’s best moments from the M&A Mastermind Podcast! This follow-up episode dives even deeper into the insights, strategies, and success stories that defined the year. Join us as we spotlight more of the most impactful conversations with industry leaders, dealmakers, and transition experts. In this episode, you’ll discover: How t