MERGER SHE WROTE
Merger She Wrote is a podcast for business owners looking to scale, sell, or transition their companies. Each episode unpacks the strategies behind successful exits, the pitfalls to avoid, and the steps to maximize value. Featuring expert insights and real-world case studies, this podcast helps you navigate the complexities of M&A with confidence. Whether you're planning your next move or just starting to think about the future, Merger She Wrote gives you the knowledge you need to make informed decisions and build a business buyers want.
Podcasting since 2025 • 17 episodes
MERGER SHE WROTE
Latest Episodes
EP 17 | 5 Leadership Lessons from a Secret Service Career for Successful Business Transitions
Deals move fast but the smartest leaders prepare long before the signatures.Christina Beloud, a 25-year Secret Service veteran turned private security consultant, joins Paloma Goggins to share how readiness, communication, and bou...
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Season 1
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Episode 17
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58:31
EP 16 | The Role of IP Due Diligence in Successful Business Acquisitions
Deals fall apart quietly when intellectual property isn’t what it seems.IP attorney and professor Michelle Gross joins Paloma Goggins to unpack how patent validity and ownership can make or break a deal. From missing assignments a...
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Season 1
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Episode 16
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58:40
EP 15 | De-Risking Business Sales: The Critical Role of Escrow in Every Transaction
Most deals don’t fail from one big mistake; they unravel through tiny cracks in trust and timing.Monica May-Dunn, CEO of Arizona Escrow and Financial Corporation, joins Paloma Goggins to reveal what really happens between LOI and ...
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Season 1
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Episode 15
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48:54
EP 14 | Buying a CPA Firm: Strategies for Accountants Who Want to Own
Buying a business isn’t passive income, it’s hard work, tough calls, and smart planning.Jessica Golden, managing partner of Kramer & Golden Public Accounting Group, shares how she bought an accounting firm while living 2,500 m...
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Season 1
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Episode 14
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52:47
EP 13 | From Zero Clients to 7 Figures: How to Build and Sell an Agency
From zero marketing experience to a successful agency exit in nine years, Kim Grennan tells the story.What started as a bold offer of free work turned into a thriving agency with perfect client retention and rapid growth. Kim shar...
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Season 1
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Episode 13
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43:51