In this episode, Craig sits down with Dave Ogurek, Director at Caber Hill Advisors and the firm's first full-time hire. Dave shares his journey from corporate finance roles at manufacturing and PepsiCo to due diligence work in the audiology spa...

In this episode of The Close, Craig interviews Dr. Pete Smidt, founder of Smalltown Dental, about his rapid expansion during COVID-19 when he grew from two to eight practices in just one year. Pete shares the challenges of managing multiple off...

In this episode of The Close, Craig and Josh Gammon discuss the growing litigation funding market and how Wealth Docket, a litigation funding company that Josh co-founded, focuses on complex commercial and patent litigation for individual claim...

In this solo episode of The Close, Craig Castelli tackles listener questions covering timely M&A topics. He discusses how the government shutdown impacts SBA financing and government contractor deals, explains reverse due diligence strategi...

Business owner Ted Hsu shares his journey from selling his company to finding new purpose in life after exit. He discusses the critical aspects of the sale process, emphasizing the importance of paying attention to all that is said and left uns...