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It’s been a long two years for the restaurant business — but according to our guest, Jim Balis, there is a lot to look forward to heading into the end of the year. In this episode of Dana Delivers, the CEO of Sizzling Platter and Managing Director of CapitalSpring, a private equity firm that focuses…
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Inflation is hotter than ever, but when will it cool down? We are excited to welcome Simeon Wallis, Chief Investment Officer of Aprio’s Wealth Management, back to the podcast. John and Simeon discuss how we are wading through uncharted territory with levels of inflation we have not dealt with in 40 years, coming out of…
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Selling a company can feel like magic. As a female CEO of a tech company, Robbie Hardy, Co-Founder of Our Poker Night, knew the chips were stacked against her. After more than 20 years climbing the corporate ladder, Robbie never lost her focus and has become an experienced and trusted entrepreneur and investor. Listen now…
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To get the right M&A deals done, it’s best to steer clear of growth for growth stake. Corey Kupfer, Principal of Kupfer & Associates, PLLC, Founder and CEO of DealQuest and member of the Entrepreneurs’ Organization, embodied the mind of an entrepreneur and learned accountability from a young age. From the moment he started his…
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If you take the time to understand how your economic engine is working, you can be profitable in almost any endeavor. Bill Dupee, Transaction Advisory Partner at Aprio, doesn’t want to see someone jump to do a deal just to do a deal or because an unsolicited one is being offered. Instead, he believes you…
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Many companies have considered selling their business but have no idea where to start. Jessica Fialkovich, the Founder and CEO of Exit Factor, and prominent member of the Entrepreneurs’ Organization, built one of the largest M&A business brokerage firms in the US. Listen now as she shares what drove her passion to help small businesses…
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This week we talk with Mark Jacobs, CEO of ScaleWerks, on the key characteristics for companies to achieve sustainable scale and growth — adopting automation to increase efficiencies, a strong online presence to connect with customers and concern for the wellbeing of your employees. Throughout his career, Mark’s passion for collaborating with people enthusiastic about…
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Mary Cantando, Founder and Trustee of xElle Ventures, joins us on the podcast as we bring our Women in Leadership series to a close. xElle Ventures is an early-stage angel investment fund dedicated to funding, mentoring and marketing women-owned businesses. In 2001, Mary took a leap to focus her time and energy on what brought…
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On a special episode of The Aprio Advisory Podcast, John Bly is joined by three restaurant and hospitality specialists — Tommy Lee, Aprio’s Retail, Franchise and Hospitality Leader and Tax Partner, Andy Peskoe, Attorney and Chairman at Golenbock Eiseman Assor Bell & Peskoe, LLP and Sarah Diehl, Founder of Empowered Hospitality. Tommy, Andy and Sarah…
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This week, in continuation of our Women in Leadership series, John interviews Yelena Epova, Aprio’s Atlanta Office Leader, International Practice Leader and Tax Partner. Yelena started working for Aprio in the 1990s after moving to the U.S. and answering an ad placed in the classifieds. At the time, she had no work experience and did…
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