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M&A Unplugged

Dec 31, 2019

In this episode, Domenic: 

  • Thanks his audience for their support throughout the year.  
  • Welcomes listener feedback on show ideas, guest suggestions and the like. 
  • Mentions some exciting interviews to come in 2020, so stay tuned. 
  • Announces the launch of their new consulting business, K2 Adviser. 



"We've been so...

Dec 24, 2019

In this episode, Domenic and Jim Oliver discuss:

  • The actual rate of return versus the average rate of return on investments. 
  • Jim's background and his start in mastering the infinite banking concept.
  • The whole life insurance policy rider that generates the borrowing platform. 
  • How Jim uses the concept to acquire and...

Dec 17, 2019

In this episode, Domenic and Craig Sherwood discuss: 

  • The importance of cyber security due diligence before a merger and acquisition deal. 
  • Whether you’re a buyer or a seller, how cyber security preparedness can increase the value of your offer.     
  • How Shambliss performs their functional assessment of a business...

Dec 10, 2019

In this episode, Domenic and Andrew Kelleher discuss: 

  • Common legal issues when contemplating selling a business
  • Estate issues when selling a business
  • Getting people comfortable with a buy/sell agreement
  • Life insurance as asset protection


Key Takeaways: 

  • Begin with the end in mind; what does the post-sale life...

Dec 3, 2019

In this episode, Domenic, Wendi Ewalt, and Leslie Chanel discuss: 

  • The early days of building Wenesco from the ground up. 
  • What happened to the company without a succession plan in place. 
  • Enacting changes within the company during transition periods. 
  • Advice for families of business owners without a succession...