Touchstone Talks: Ep. 8 - Protecting What You’ve Built: Estate Planning Insights for Business Owners

In this episode, trust and estate attorney Michael Clear, Partner of Wiggin and Dana discusses how thoughtful estate planning can help business owners preserve and pro...

Touchstone Talks: Ep 7 - Holaron and Sage "M&A Attorneys - Better for your team"

In this episode, we sit down with Brad Malicki, an experienced M&A attorney with Halloran Sage to discuss the crucial role legal counsel plays in getting a deal to the...

Touchstone Talks: Ep 6 - Show Me the Earnings! Why Q of E Matters

In this episode, Deborah sits down with Jason Correia, a Principal at CLA and an expert in Quality of Earnings (Q of E) analysis for M&A transactions. Jason breaks dow...

Joseph Jaffe: From Structure to Success: How EOS Helps Businesses Grow

In this episode, Deborah sits down with Joseph Jaffe—Professional EOS Implementer, Executive Leadership Coach, 6-time author, keynote speaker, and host of Joseph Jaffe...

Touchstone Talks: Ep 4 - Beyond the Numbers: Jeffrey Rich on the Human Side of M&A

In this episode, we sit down with Jeffrey Rich, one of the three partners at Touchstone, to delve into his journey from a proprietary trader on Wall Street to becoming...