M&A Unplugged
256 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 85 ratingsAre you looking to Scale, Acquire or Exit a Business?
If so, the M&A Unplugged Podcast was designed with you in mind. On each episode we will interview actual buyers, sellers and professional transaction advisors. They will share their experiences - the good and the not so good! We promise, in every episode, you will gain valuable insights and actionable takeaways to help you maximize the value of your own transactions.
Mergers, Acquisitions, buying a business, selling a business, scaling a business and exiting a business all take time, preparation and the proper knowledge. M&A Unplugged promises to deliver relevant content for your business transaction and growth goals.
Hosted by Domenic Rinaldi, the owner and managing partner of Sun Acquisitions - a Chicago based mergers and acquisitions firm. Having been involved in over 300 M&A transactions across a broad range of industries, Domenic asks the questions that unlock the secrets to creating value in transactions.
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Episodes
74. Starting Vs Buying A Business: Which One Should You Choose?
November 03, 2020 08:00 - 27 minutes - 39.6 MBThere are so many paths to becoming an entrepreneur. One of the common struggles many face beforehand is deciding whether to start a business or buy instead. If you found yourself in this dilemma, then this episode is for you. Host, Domenic Rinaldi, goes solo to talk about the differences between starting and buying a business and what advantages the latter has over the other. He provides an outline of key things you need to consider in both, and, if you decide on buying, figure out wh...
Starting Vs Buying A Business: Which One Should You Choose? – Ep. 074
November 03, 2020 08:00 - 27 minutes - 39.6 MBThere are so many paths to becoming an entrepreneur. One of the common struggles many face beforehand is deciding whether to start a business or buy instead. If you found yourself in this dilemma, then this episode is for you. Host, Domenic Rinaldi, goes solo to talk about the differences between starting and buying a business and what advantages the latter has over the other. He provides an outline of key things you need to consider in both, and, if you decide on buying, figure out what to ...
73. Creating The Perfect M&A Communication Strategy with Andrew Cross
October 27, 2020 07:00 - 32 minutes - 44.5 MBThere is a lot at stake in getting your communication strategy right during a merger and acquisition. Apart from just ensuring a healthy give and take between the two parties, you need a communication plan to trickle information down to your employees, customers and vendors. Domenic Rinaldi talks about this critical but oft-neglected aspect of M&A with Andrew Cross, Senior Vice President and partner at Walker Sands, one of the nation’s top integrated marketing firms. Andrew has been involv...
Andrew Cross: Creating The Perfect M&A Communication Strategy - Ep. 073
October 27, 2020 07:00 - 32 minutes - 44.5 MBThere is a lot at stake in getting your communication strategy right during a merger and acquisition. Apart from just ensuring a healthy give and take between the two parties, you need a communication plan to trickle information down to your employees, customers and vendors. These stakeholders are as much invested in the process as you are and they deserve transparency and the assurance that they are being taken into due consideration. Domenic Rinaldi talks about this critical but oft-neglec...
Dr. Solange Charas: Running The Numbers On Human Capital ROI - Ep. 072
October 20, 2020 07:00 - 47 minutes - 66.1 MBHuman capital is the most important asset of every company. Without it, you can't maintain clients or grow your business. This aspect of due diligence is so critical in the M&A process to see whether or not you are looking at the right company to acquire. Many of us would have felt by now that somehow, there is a relationship between human capital performance and corporate financial performance. But how do we exactly calculate the return on investment in human capital? Is it even calculable ...
72. Running The Numbers On Human Capital ROI with Dr. Solange Charas
October 20, 2020 07:00 - 47 minutes - 66.1 MBHuman capital is the most important asset of every company. This aspect of due diligence is so critical in the M&A process to see whether or not you are looking at the right company to acquire. But how do we exactly calculate the return on investment in human capital? Is it even calculable in financial terms? Joining Domenic Rinaldi to give some clarity on this is Dr. Solange Charas, a human capital metrics expert and the Founder and CEO of HCMoneyball, a technology company that provides ...
Ben Mimmack & Andy Waltman: Baymark Partners Acquisition Criteria, Due Diligence And M&A Predictions - Ep. 071
October 13, 2020 07:00 - 30 minutes - 42.9 MBAs a business owner, it is important to understand what a buyer is looking for in a deal so that you can position your company for a future sale. Representing this side of the M&A equation are Ben Mimmack and Andy Waltman of Baymark Partners, a lower middle market private equity firm based in Dallas, Texas. Listen in as they join Domenic Rinaldi on the show to talk about how their form is approaching acquisitions. They also share insights on what the M&A market might look like over the next ...
71. Baymark Partners Acquisition Criteria, Due Diligence And M&A Predictions with Ben Mimmack & Andy Waltman
October 13, 2020 07:00 - 30 minutes - 42.9 MBAs a business owner, it is important to understand what a buyer is looking for in a deal so that you can position your company for a future sale. Representing this side of the M&A equation are Ben Mimmack and Andy Waltman of Baymark Partners, a lower middle market private equity firm based in Dallas, Texas to discuss how their firm is approaching acquisitions and insights on what the M&A market might look like over the next months. If you want to learn what things you need to work on to se...
70. Getting Past The Micro-Business Stage with Brett Trainor
October 06, 2020 14:26 - 35 minutes - 49.7 MBDid you know that over 95% of businesses in the US fail to reach one million in annual sales? Domenic Rinaldi sits down with Brett Trainor, a B2B startup mentor and investor who draws upon more than 25 years of experience in sales, marketing, demand generation, and customer service to help his clients. Extending his wisdom to us, he shares how business owners can get past the micro-business stage and start to grow. Brett also shares his 11-point checklist to guide you on how to scale your...
Brett Trainor: Getting Past The Micro-Business Stage Through Implementation And Execution – Ep. 070
October 06, 2020 14:26 - 35 minutes - 49.7 MBDid you know that over 95% of businesses in the US fail to reach one million in annual sales? According to today’s guest, it’s not for lack of great ideas but rather, implementation and execution. Domenic Rinaldi sits down with Brett Trainor, a B2B startup mentor and investor who draws upon more than 25 years of experience in sales, marketing, demand generation, and customer service to help his clients. Extending his wisdom to us, he shares how business owners can get past the micro-business...
69. Online-Offline Business Synergy with Jaryd Krause
September 29, 2020 07:00 - 35 minutes - 49.4 MBAn ever increasing number of traditional businesses are looking to grow and diversify by adding an online component to their business model. Just like in offline business, buying an online business that is already established and generating leads is way more profitable than starting a new one from scratch. Joining Domenic Rinaldi on this episode, online business mentor, coach and investor, Jaryd Krause shares how offline businesses can increase their lead generation and revenue just by buyin...
Jaryd Krause: Online-Offline Business Synergy – Ep. 069
September 29, 2020 07:00 - 35 minutes - 49.4 MBAn ever increasing number of traditional businesses are looking to grow and diversify by adding an online component to their business model. Just like in offline business, buying an online business that is already established and generating leads is way more profitable than starting a new one from scratch. Joining Domenic Rinaldi on this episode, online business mentor, coach and investor, Jaryd Krause shares how offline businesses can increase their lead generation and revenue just by buyin...
68. Best Practices For Integrating Employees During M&A with Klint Kendrick
September 22, 2020 07:00 - 40 minutes - 55.6 MBThere probably is an asset that is nothing more important in an acquisition than the people. They are the ones that make the engine run and carry the entire business. That is why knowing how to handle the integration of the people really matters. Helping you with that, Domenic Rinaldi interviews human resources professional Klint Kendrick to talk about the best practices for integrating employees during the mergers and acquisitions transaction. He talks about the due diligence that relates t...
Klint Kendrick: Best Practices For Integrating Employees During M&A – Ep. 068
September 22, 2020 07:00 - 40 minutes - 55.6 MBThere probably is an asset that is nothing more important in an acquisition than the people. They are the ones that make the engine run and carry the entire business. That is why knowing how to handle the integration of the people really matters. Helping you with that, Domenic Rinaldi interviews human resources professional Klint Kendrick to talk about the best practices for integrating employees during the mergers and acquisitions transaction. He talks about the due diligence that relates t...
67. The Importance Of Communication In The M&A Process with Justin Breen
September 15, 2020 07:00 - 28 minutes - 26.6 MBEvery transaction hangs by the thread of communication. How you get your message across can either make or break a deal. Yet, this important aspect tends to be the most overlooked by many in the M&A industry. That is why in this episode, Domenic Rinaldi invites guest Justin Breen, the CEO of the PR firm, BrEpic Communications LLC, to talk about how you get the communication down the line in a way that positively impacts the entire M&A process. At the heart of it is the importance of knowing ...
Justin Breen: The Importance Of Communication In The M&A Process – Ep. 067
September 15, 2020 07:00 - 28 minutes - 26.6 MBEvery transaction hangs by the thread of communication. How you get your message across can either make or break a deal. Yet, this important aspect tends to be the most overlooked by many in the M&A industry. That is why in this episode, Domenic Rinaldi invites guest Justin Breen, the CEO of the PR firm, BrEpic Communications LLC, to talk about how you get the communication down the line in a way that positively impacts the entire M&A process. At the heart of it is the importance of knowing ...
66. Building The Integration Plan with Jim Piper
September 08, 2020 07:00 - 34 minutes - 48.4 MBWhether you're a group of investors acquiring a business that you're going to operate yourselves or your company looking to acquire another company, integration is critical. Matot, a fourth-generation dumbwaiter manufacturer, complete a strategic acquisition several years ago. Jim Piper, its President, sits down with Domenic Rinaldi to talk about the integration of the acquired company - what went right, what could have been done better, and some best practices to consider when planning for ...
Jim Piper: Building The Integration Plan – Ep. 066
September 08, 2020 07:00 - 34 minutes - 48.4 MBWhether you're a group of investors acquiring a business that you're going to operate yourselves or your company looking to acquire another company, integration is critical. Matot, a fourth-generation dumbwaiter manufacturer, complete a strategic acquisition several years ago. Jim Piper, its President, sits down with Domenic Rinaldi to talk about the integration of the acquired company - what went right, what could have been done better, and some best practices to consider when planning for ...
65. Preparing For The Sale with Will Moore
September 01, 2020 07:00 - 43 minutes - 60.3 MBMany business owners who sell their businesses wind up being remorseful, not because of the amount of money that they received for their business, but because they don’t know the next thing to do and have lost their purpose. Are you really ready to step aside from your business personally, financially, and emotionally? If you want to learn how to prepare for the sale and avoid some of the common pitfalls when selling, check out Domenic Rinaldi’s interview with Will Moore of Moore Momentum. ...
Will Moore: Preparing For The Sale – Ep. 065
September 01, 2020 07:00 - 43 minutes - 60.3 MBMany business owners who sell their businesses wind up being remorseful, not because of the amount of money that they received for their business, but because they don’t know the next thing to do and have lost their purpose. Are you really ready to step aside from your business personally, financially, and emotionally? If you want to learn how to prepare for the sale and avoid some of the common pitfalls when selling, check out Domenic Rinaldi’s interview with Will Moore of Moore Momentum. ...
Jim Jeffries: Make Or Break Your ROI: Post-Merger Integration And Transition - Ep. 064
August 25, 2020 07:00 - 39 minutes - 54.9 MBWhere should you start when you think about integration? In this episode, Jim Jeffries, founder of M&A Leadership Council, joins Domenic Rinaldi to talk about post-merger integration and transition and how that can typically make or break the return on investment for your acquisition. Oftentimes, this phase of the deal gets lost in the shuffle because so much time and attention is spent on consummating the actual transaction. Jim and Domenic discuss the importance of formulating your stra...
64. Make Or Break Your ROI: Post-Merger Integration And Transition with Jim Jeffries
August 25, 2020 07:00 - 39 minutes - 54.9 MBWhere should you start when you think about integration? In this episode, Jim Jeffries, founder of M&A Leadership Council, joins Domenic Rinaldi to talk about post-merger integration and transition and how that can typically make or break the return on investment for your acquisition. Oftentimes, this phase of the deal gets lost in the shuffle because so much time and attention is spent on consummating the actual transaction. Jim and Domenic discuss the importance of formulating your stra...
Jason Abell: The Critical Role Of Mindset To M&A Transactions – Ep. 063
August 18, 2020 07:00 - 32 minutes - 47.5 MBNot nearly talked about in M&A transactions is the critical role of mindset and emotion. Without realizing it, you may have overspent or even over-invested in a transaction or deal that is not giving you the results you expected. Tackling this very important yet often overlooked topic, Domenic Rinaldi sits down with Jason Abell, the President of Rewire, Inc., to help get you thinking about your mindset for a deal and how to be better prepared. Jason helps us better understand the elements of...
Jason Abell: The Critical Role Of Mindset To M&A Transactions - Ep. 063
August 18, 2020 07:00 - 32 minutes - 47.5 MBNot nearly talked about in M&A transactions is the critical role of mindset and emotion. Without realizing it, you may have overspent or even over-invested in a transaction or deal that is not giving you the results you expected. Tackling this very important yet often overlooked topic, Domenic Rinaldi sits down with Jason Abell, the President of Rewire, Inc., to help get you thinking about your mindset for a deal and how to be better prepared. Jason helps us better understand the elements of...
63. The Critical Role Of Mindset To M&A Transactions with Jason Abell
August 18, 2020 07:00 - 32 minutes - 47.5 MBNot nearly talked about in M&A transactions is the critical role of mindset and emotion. Without realizing it, you may have overspent or even over-invested in a transaction or deal that is not giving you the results you expected. Tackling this very important yet often overlooked topic, Domenic Rinaldi sits down with Jason Abell, the President of Rewire, Inc., to help get you thinking about your mindset for a deal and how to be better prepared. Jason helps us better understand the elements of...
Joshua Freemire: M&A Concerns For Healthcare Businesses - Ep. 062
August 11, 2020 04:00 - 30 minutes - 44.8 MBFrom an M&A perspective, healthcare is an interesting frontier that you may want to look into as an investor. On the other hand, as the industry works itself through the COVID-19 pandemic, it is a good time for owners who want an exit to start contemplating a sell. Whether you’re an owner looking to sell or an investor looking to dip their toes into healthcare, you’d be surprised to know that there is so much to learn about regulation and valuation in M&A transactions in this particular indu...
62. M&A Concerns For Healthcare Businesses with Joshua Freemire
August 11, 2020 04:00 - 30 minutes - 44.8 MBFrom an M&A perspective, healthcare is an interesting frontier that you may want to look into as an investor. On the other hand, as the industry works itself through the COVID-19 pandemic, it is a good time for owners who want an exit to start contemplating a sell. Whether you’re an owner looking to sell or an investor looking to dip their toes into healthcare, you’d be surprised to know that there is so much to learn about regulation and valuation in M&A transactions in this particular indu...
062 M&A Concers For Healthcare Businesses During COVID-19 With Joshua Freemire
August 11, 2020 04:00 - 30 minutes - 44.8 MBFrom an M&A perspective, healthcare is an interesting frontier that you may want to look into as an investor. On the other hand, as the industry works itself through the COVID-19 pandemic, it is a good time for owners who want an exit to start contemplating a sell. Whether you’re an owner looking to sell or an investor looking to dip their toes into healthcare, you’d be surprised to know that there is so much to learn about regulation and valuation in M&A transactions in this particular indu...
061 Earnouts In M&A Transactions With Jeffrey Petersen And John Schreiner
August 04, 2020 07:00 - 30 minutes - 45 MBEarnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you’re a seller or a buyer, it’s important to learn how earnouts work, protect yourself, and strike win-win deals based on mutual trust and understanding. Domenic Rinaldi takes a peek at this timely to...
Jeffrey Petersen And John Schreiner: Earnouts In M&A Transactions – Ep. 061
August 04, 2020 07:00 - 30 minutes - 45 MBEarnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you’re a seller or a buyer, it’s important to learn how earnouts work, protect yourself, and strike win-win deals based on mutual trust and understanding. Domenic Rinaldi takes a peek at this timely to...
61. Earnouts In M&A Transactions with Jeffrey Petersen And John Schreiner
August 04, 2020 07:00 - 30 minutes - 45 MBEarnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you’re a seller or a buyer, it’s important to learn how earnouts work, protect yourself, and strike win-win deals based on mutual trust and understanding. Domenic Rinaldi takes a peek at this timely to...
060 What Happened to Valuations During COVID-19 With Tad Render
July 28, 2020 07:00 - 25 minutes - 37.3 MBAs we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they’re contemplating an M&A transaction. The question of the PPP loan is certainly one of the elephants in the room. How does it affect an asset’s valuation? How can sellers and buyers protect themselves when entering these transactions? Don’t miss out on this episode, where M&A experts Tad Render of Miller, Cooper & Co., Ltd. and your host, Domenic Rinaldi, di...
Tad Render: What Happened to Valuations During COVID – Ep. 060
July 28, 2020 07:00 - 25 minutes - 37.3 MBAs we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they’re contemplating an M&A transaction. The question of the PPP loan is certainly one of the elephants in the room. How does it affect an asset’s valuation? How can sellers and buyers protect themselves when entering these transactions? Don’t miss out on this episode, where M&A experts Tad Render of Miller, Cooper & Co., Ltd. and your host, Domenic Rinaldi, di...
60. What Happened to Valuations During COVID with Tad Render
July 28, 2020 07:00 - 25 minutes - 37.3 MBAs we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they’re contemplating an M&A transaction. The question of the PPP loan is certainly one of the elephants in the room. How does it affect an asset’s valuation? How can sellers and buyers protect themselves when entering these transactions? Don’t miss out on this episode, where M&A experts Tad Render of Miller, Cooper & Co., Ltd. and your host, Domenic Rinaldi, di...
059 The Business Of Intuition With Dean Newlund
July 21, 2020 07:00 - 27 minutes - 41.2 MBThere is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations nationally and worldwide. Dean is a student of intuition. His passion is to get intuition out of the closet and into the boardroom. With host Domenic Rina...
059 How to Use Intuition During M&A Transactions With Dean Newlund
July 21, 2020 07:00 - 27 minutes - 41.2 MBThere is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations nationally and worldwide. Dean is a student of intuition. His passion is to get intuition out of the closet and into the boardroom. With host Domenic Rina...
Dean Newlund: How to Use Intuition During M&A Transactions - Ep. 059
July 21, 2020 07:00 - 27 minutes - 41.2 MBThere is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations nationally and worldwide. Dean is a student of intuition. His passion is to get intuition out of the closet and into the boardroom. With host Domenic Rina...
59. How to Use Intuition During M&A Transactions with Dean Newlund
July 21, 2020 07:00 - 27 minutes - 41.2 MBThere is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations nationally and worldwide. Dean is a student of intuition. His passion is to get intuition out of the closet and into the boardroom. With host Domenic Rina...
Alexandra Reed Lajoux: Business Valuations In This Time Of COVID-19 - Ep. 058
July 14, 2020 07:00 - 28 minutes - 41.4 MBValuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D., M.B.A., the founding principal of Capital Expert Services, LLC. Alex discusses the things buyers and sellers should be thinking about when it com...
058 Business Valuations In This Time Of COVID-19 With Alexandra Reed Lajoux
July 14, 2020 07:00 - 28 minutes - 41.4 MBValuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D., M.B.A., the founding principal of Capital Expert Services, LLC. Alex discusses the things buyers and sellers should be thinking about when it com...
58. Business Valuations In This Time Of COVID-19 with Alexandra Reed Lajoux
July 14, 2020 07:00 - 28 minutes - 41.4 MBValuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D., M.B.A., the founding principal of Capital Expert Services, LLC. Alex discusses the things buyers and sellers should be thinking about when it com...
057 Mergers And Acquisitions: Domenic Rinaldi On Taking Your Business To The Market With Thrive LOUD Podcast’s Lou Diamond
July 07, 2020 07:00 - 30 minutes - 44.4 MBIn our business evolution, there will come a time where we have to take our business to the markets. Unfortunately, not many small business owners realize the value of their business that this transition can be quite difficult to do. With the help of experts in the mergers and acquisitions space, getting your business sold will be a lot easier. Taking the hot seat in this episode is host, Domenic Rinaldi, as he gets interviewed by Lou Diamond for his Thrive LOUD Podcast. Here, Domenic shares...
Lou Diamond: Mergers And Acquisitions, Taking Your Business To The Market – Ep. 057
July 07, 2020 07:00 - 30 minutes - 44.4 MBIn our business evolution, there will come a time where we have to take our business to the markets. Unfortunately, not many small business owners realize the value of their business that this transition can be quite difficult to do. With the help of experts in the mergers and acquisitions space, getting your business sold will be a lot easier. Taking the hot seat in this episode is host, Domenic Rinaldi, as he gets interviewed by Lou Diamond for his Thrive LOUD Podcast. Here, Domenic shares...
57. Mergers And Acquisitions, Taking Your Business To The Market with Lou Diamond
July 07, 2020 07:00 - 30 minutes - 44.4 MBIn our business evolution, there will come a time where we have to take our business to the markets. Unfortunately, not many small business owners realize the value of their business that this transition can be quite difficult to do. With the help of experts in the mergers and acquisitions space, getting your business sold will be a lot easier. Taking the hot seat in this episode is host, Domenic Rinaldi, as he gets interviewed by Lou Diamond for his Thrive LOUD Podcast. Here, Domenic shares...
056 Multiemployer Pension Plans: Addressing The Issue Of Underfunding With Todd Solomon
June 30, 2020 07:00 - 39 minutes - 37.7 MBA significant issue facing many business owners is the impact of underfunded multiemployer pension plans. This is most common, but not exclusive to, unionized businesses. In this episode, Todd Solomon joins Domenic Rinaldi to talk about multiemployer pension plans and addressing the needs of participants. Todd is a partner at McDermott Will & Emery, specializing in matters such as pensions and employee benefits. Don’t miss this episode as Todd and Domenic discuss the proactive steps owners c...
56. Multi-employer Pension Plans & Underfunding with Todd Solomon
June 30, 2020 07:00 - 39 minutes - 37.7 MBA significant issue facing many business owners is the impact of underfunded multiemployer pension plans. This is most common, but not exclusive to, unionized businesses. In this episode, Todd Solomon joins Domenic Rinaldi to talk about multiemployer pension plans and addressing the needs of participants. Todd is a partner at McDermott Will & Emery, specializing in matters such as pensions and employee benefits. Don’t miss this episode as Todd and Domenic discuss the proactive steps owners c...
Todd Solomon: Multi-employer Pension Plans & Underfunding – Ep. 056
June 30, 2020 07:00 - 39 minutes - 37.7 MBA significant issue facing many business owners is the impact of underfunded multiemployer pension plans. This is most common, but not exclusive to, unionized businesses. In this episode, Todd Solomon joins Domenic Rinaldi to talk about multiemployer pension plans and addressing the needs of participants. Todd is a partner at McDermott Will & Emery, specializing in matters such as pensions and employee benefits. Don’t miss this episode as Todd and Domenic discuss the proactive steps owners c...
055 Preparing Financially For Your Retirement With Bill Douglass
June 23, 2020 07:00 - 27 minutes - 27.3 MBA significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is a senior member of the Newman Douglass Wealth Management Team at Merrill Lynch. For 30 years, he has helped individuals, families, and businesses...
55. Preparing Financially For Your Retirement with Bill Douglass
June 23, 2020 07:00 - 27 minutes - 27.3 MBA significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is a senior member of the Newman Douglass Wealth Management Team at Merrill Lynch. For 30 years, he has helped individuals, families, and businesses...
Bill Douglass: Preparing Financially For Your Retirement - Ep. 055
June 23, 2020 07:00 - 27 minutes - 27.3 MBA significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is a senior member of the Newman Douglass Wealth Management Team at Merrill Lynch. For 30 years, he has helped individuals, families, and businesses...