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Touchstone Talks: Ep 4 - Do I Need an M&A Attorney?

Touchstone Talks: Ep 4 - Do I Need an M&A Attorney?

Episode 4 · · 26:57

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 a key figure i...

Touchstone Talks: Ep 3 - What's Your Number?

Touchstone Talks: Ep 3 - What's Your Number?

Episode 3 · · 28:31

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, determination, and s...

Touchstone Talks: Ep 2 - Financial Preparations Impact Business Value

Touchstone Talks: Ep 2 - Financial Preparations Impact Business Value

Episode 2 · · 28:02

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 why shortcuts bac...

Touchstone Talks: EP 1 - The Ups and Downs Owners Face

Touchstone Talks: EP 1 - The Ups and Downs Owners Face

Episode 1 · · 27:29

In this episode of Touchstone Talks, we sit down with Cosmo to explore his journey transitioning out of his business, 4All Promos. With Touchstone’s guidance, Cosmo found the right p...

Touchstone Talks: Bringing Business Owners Real Life Advice

Touchstone Talks: Bringing Business Owners Real Life Advice

Trailer · · 00:54

Touchstone Talks delivers real-world insights from trusted advisors and professionals to help business owners prepare for the future. Each conversation is designed to guide owners th...