Sell Side podcast

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Innhold levert av Michael Stanley. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Michael Stanley eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tune in to the Sell Side podcast for a comprehensive exploration of the business selling journey. Join host Michael Stanley from Keel Point as he engages with business owners, attorneys, wealth advisors, and other experts, offering you an immersive, panoramic perspective on the transaction process.

10 episoder

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Episode 9: Chase Wortman - Outpost Technologies 29:05

for 15 dager siden29:05

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29:05

Chase Wortman of Outpost Technologies joins The Sell Side Podcast to talk about: 🔹 The who in hiring—why people matter just as much as skills 🔹 Building something bigger than yourself 🔹 Optimizing, automating, and making every process more efficient Don’t miss this conversation on strategy, growth, and smart decision-making. https://www.linkedin.com/in/michael-k-stanley-jr-mba-cexp™-30916131/ https://www.linkedin.com/in/chase-wortman-09a039163/…

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Episode 8: Lee Barkley - Sovereign’s Capital 43:34

for 6 weeks siden43:34

43:34

Success isn’t accidental—it’s built on strong culture, systems, and wise counsel. In the latest episode of The Sell Side Podcast, Lee Barkley of Sovereign’s Capital shares how investing in people, fostering human flourishing, and surrounding yourself with trusted advisors leads to better business outcomes. It’s not just about numbers—it’s about impact. Listen now! 🎙️…

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Episode 7: James Wessel - Brindlee Mountain Fire Apparatus 33:31

for 10 weeks siden33:31

33:31

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Episode 6: Owen Franklin - Blue Summit Supplies 42:35

for 15 weeks siden42:35

42:35

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Episode 5: Colin Perry - Perry Weather 38:12

for 19 weeks siden38:12

38:12

Colin Perry, CEO of Perry Weather, shares the journey of his weather technology business and the challenges he faced in merging meteorology with software. Perry Weather specializes in providing real-time site-specific weather monitoring and alerting solutions for various industries. The company initially started as a weather consulting firm but quickly pivoted to a software-based model. Perry Weather's competitive advantage lies in its combination of state-of-the-art software and hardware. Th...…

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Episode 4: Thomas Dixon - Founders Advisors 48:39

for 23 weeks siden48:39

48:39

Thomas Dixon, a healthcare M&A advisor, shares his background and experience in the healthcare industry. He discusses the transition from being a buy-side M&A person to working on the sell side, representing healthcare entrepreneurs. He emphasizes the importance of representing the seller's interests and the fulfillment he finds in helping entrepreneurs. Thomas also talks about the current state of the healthcare market, including the record amount of dry powder in healthcare private ...…

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Episode 3: Justin Burney - Bradley Arant 27:07

for 28 weeks siden27:07

27:07

In this podcast episode, Michael interviews Justin Burney, a partner in the corporate securities group at Bradley, about mergers and acquisitions (M&A) transactions. They discuss the overall M&A process, including when to engage in a transaction and the role of a letter of intent (LOI). They also highlight key considerations and pain points in M&A deals, such as financial statement preparation and tax representations. The conversation includes a case study of the MedTherm transact...…

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Episode 2: Vaughn McCrary – Founders Advisors 26:22

for 32 weeks siden26:22

26:22

Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the sign...…

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Episode 1: Dale Watring - Medtherm 31:33

for 37 weeks siden31:33

31:33

In this podcast episode, Dale shares his journey from being an auto body technician to obtaining a PhD from MIT and starting his businesses. He discusses the unique approach and success of Medtherm's products and the process of preparing for the sale of the company. Dale highlights the importance of building the right team and dealing with challenges during the deal process. He also shares his plans, which involve enjoying fishing and spending time in Montana. https://keelpoint.com https://w...…