All Episodes
Touchstone Talks: Ep. 11 - M&A - Taking Control of Your ‘Online Assets’ Pre and Post Sale
In this episode, Rick Vidallon, Creative Director @ VISIONEFX, discusses how businesses can better manage and protect their digital or online assets . He emphasizes th...
Touchstone Talks: Ep. 10 - Navigating Employment Law: Protecting Your Business
In this episode, employment attorney Bob Brody of Brody and Associates explains key employment-law issues business owners often overlook—from the National Labor Relati...
Touchstone Talks: Ep. 9 - Inside the SBA Loan Process: Insights for Entrepreneurs and First-Time Buyers
In this episode, Michelle Orr of Live Oak Bank shares her decades of experience working in SBA lending and partnering with entrepreneurs looking to acquire businesses....
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 - 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 QoE Matters
In this episode, Deborah sits down with Jason Correia, a Principal at CLA and an expert in Quality of Earnings (QoE) analysis for M&A transactions. Jason breaks down w...
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...
Touchstone Talks: Ep 3 - What's Your Number?
In this episode, Carlos Salmon shares an inspiring journey from teaching tennis in the Hamptons to breaking into the world of finance. Through chance encounters, deter...
Touchstone Talks: Ep 2 - Financial Preparations Impact Business Value
In this episode, the conversation dives into the world of mergers and acquisitions through the lens of patience, process, and precision. The guest shares lessons on wh...