In this episode, Deborah sits down with Jason Correia, a Principal at CLA and an expert in Quality of Earnings (Q of E) analysis for M&A transactions. Jason breaks down why Q of E reports are essential for verifying the accuracy of financials, understanding true cash flow, and normalizing earnings to reflect what a business will really look like under new ownership.

Discussed are key topics like normalizing owner-related expenses, determining net working capital, and how these analyses impact deal value and negotiations. Jason also shares insights from his career journey—from auditing to M&A—and how his team at CLA supports both buyers and sellers through every phase of the transaction.

Tune in to learn how Q of E can reveal the real earnings story behind the numbers.

www.claconnect.com

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production

In this episode, Deborah sits down with Joseph Jaffe—Professional EOS Implementer, Executive Leadership Coach, 6-time author, keynote speaker, and host of Joseph Jaffe is Not Famous and The Entrepreneur’s Journey.

Joseph shares how entrepreneurs can break free from the myth that building a business must be painful. Through the Entrepreneurial Operating System (EOS), he helps leadership teams gain clarity and alignment, instill discipline and accountability, and foster trust and healthy collaboration.

From reframing entrepreneurship as discovery instead of struggle to creating “harmonic resonance” among diverse personalities, Joseph offers insights for leaders who want to build thriving teams and sustainable businesses without accepting dysfunction as the norm.

Jaffe is @jaffejuice on all the major socials.

For all links, please visit

https://linktr.ee/jaffejuice

or

www.eosworldwide.com/joseph-jaffe

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production

In this episode, we sit down with Jeffrey Rich, one of the three partners at Touchstone, to delve into his journey from a proprietary trader on Wall Street to becoming a key figure in mergers and acquisitions. Jeffrey shares his experiences in the high-stakes world of finance and his transition into the M&A industry, highlighting the emotional and intellectual challenges he faced along the way. He discusses the philosophy behind Touchstone's team approach, the complexities of closing deals, and the factors that influence successful business exits. Jeffrey also reflects on his passion for working with business owners, the importance of thorough pre-market evaluations, and his personal aspirations beyond the financial sector. Tune in to gain valuable insights from a seasoned M&A advisor who is dedicated to helping clients achieve their business goals.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production