Ep 30: Keep More Cash at Closing: How Reps & Warranty Insurance Works

What if you could cover the risk of a deal without tying up your money for a year or more? Guest Patrick Stroth, National Practice Leader for Mergers & Acquisitions at...

Touchstone Talks: Ep 29 - Why Deals Fall Apart: Avoiding Common Pitfalls from Offer to Closing

In this episode of Touchstone Talks, Deborah Agrafojo and Steve Pappas two of the three partners of Touchstone Advisors discuss the pitfalls that can derail the sale o...

EP 28: Leveraging AI the Right Way - A Fractional CMO on Governance

Stephen Cassell, Chief Marketing & Growth Officer   Chief Outsiders LinkedIn: https://www.linkedin.com/in/stephenacassell/?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_v...

Ep 27: Signals Before the Storm - Spotting Trouble Early

Most business problems don't start as crises. They start small and quiet, until an owner is spending nearly all of their time putting out fires instead of running the ...

Ep 26: Financially Prepared, Financially Protected - Exit Planning Done Right

Touchstone Talks Episode 26 features Dave Altman, Principal and Wealth Advisor at Bernstein Private Wealth Management, on the mission behind his work with business own...