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.
Episodes
17 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...
•
Season 1
•
Episode 17
•
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...
•
Season 1
•
Episode 16
•
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 ...
•
Season 1
•
Episode 15
•
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...
•
Season 1
•
Episode 14
•
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...
•
Season 1
•
Episode 13
•
43:51
EP 12 | How Effective Communication Shapes Great Leadership
Why do clear instructions still lead to team missteps? The issue isn’t what you say, it’s what they hear.In this episode, communication expert Jenn Kaye joins Paloma Goggins to break down why even strong leaders struggle to get th...
•
Season 1
•
Episode 12
•
53:14
EP 11 | Business Exit Strategy: What to Expect After the Sale
Why do so many business sales collapse at the last minute? It’s not the money, it’s the emotions.In this episode, “Seller Whisperer” Denise Logan, both a therapist and attorney, shares the hidden psychological traps that quietly k...
•
Season 1
•
Episode 11
•
1:11:25
EP 10 | Understanding the Real Risks of Private Equity Partnerships
Would you sell your family business if the money looked right, but something felt off?Amber Finley of Bug Off Pest Control shares what happened when a surprise buyout offer landed in her inbox. What started as a dream deal quickly...
•
Season 1
•
Episode 10
•
48:23
EP 9 | The Ultimate Guide to Attracting Growth Capital for Small Business Owners
Want investors to notice your business? Learn what it really takes to attract strategic capital.Diti, pulls back the curtain on what venture capital and private equity firms look for and why a million-dollar business isn’t enough ...
•
Season 1
•
Episode 9
•
48:09
EP 8 | How Smart Business Owners Unlock the Hidden Key to a Successful Exit
Want top dollar when you sell? It all starts with your numbers.In this episode, financial systems expert Louise Hipperson reveals what buyers really look for when evaluating your business and why messy books can quietly k...
•
Season 1
•
Episode 8
•
58:22
EP 7 | Selling Soon? This Is the First Place Buyers Will Look
Protect your sale by uncovering legal landmines and HR risks before it’s too late!Thinking about selling your business? Don’t let hidden employment issues kill your deal. Employment law pro Sarah O’Keefe joins Paloma Goggins to r...
•
Season 1
•
Episode 7
•
39:17
EP 6 | Are You Leaving Value on the Table?
Building a successful business worth selling requires strategy, resilience, and purpose. Tyler Copenhaver-Heath shares his extraordinary journey from a humble dirt lot with no electricity to founding a groundbreaking automot...
•
Season 1
•
Episode 6
•
55:20
EP 5 | The Business Arc: From Foundation to Final Deal
Steve Adams went from bagging groceries to building—and selling—two successful businesses. In this episode, he shares how a family emergency led him to take over a struggling maintenance company, and how government contracts became the key to s...
•
Season 1
•
Episode 5
•
58:49
EP 4 | Scaling Up? Don’t Skip Cybersecurity!
Cybersecurity isn't just for big tech, it’s crucial for any business looking to grow or sell. In this episode, cybersecurity expert Paige Hanson, co-founder of SecureLabs, breaks down why strong security practices can make or break your company...
•
Season 1
•
Episode 4
•
55:34
EP 3 | Death, Taxes, and Your Business: A Love Triangle
Every business owner eventually faces the pivotal question: What’s next?Whether you plan to sell, pass the company to family, or explore another path, the outcome depends on how and when you prepare.In this episode, wealth strateg...
•
Season 1
•
Episode 3
•
45:11
EP 2 | More Than Paperwork: The Role of Relationship Banking in Acquisitions
Purchasing a business is exciting but often overwhelming, especially when it comes to financing. In this episode, Dan Foley from Evolve Bank pulls back the curtain on SBA lending, offering valuable insights into the process. He shares ho...
•
Season 1
•
Episode 2
•
45:42
EP 1 | Legacy Matters: Finding the Right Home for Your Business
Kazem Harfouche, Managing Partner at Cedar Crest Capital, explores a major market gap affecting small business owners across the U.S. Many successful businesses with decades of profitability and under $3 million in EBITDA face uncertain futures...
•
Season 1
•
Episode 1
•
44:28
