show episodes
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
Kathryn Kemp Guylay, MBA, CNC (Certified Nutritional Counselor) shares inspiration and actionable advice for your happier, healthier and more successful life. The Mountain Mantras: Wellness and Life Lessons Podcast features today’s leaders in the wellness industry as well as successful entrepreneurs and business visionaries. Each show highlights a mantra or set of mantras that listeners can follow and integrate into their days in to reach greater heights in their careers and personal lives. ...
 
Yann ilunga sits down with some of the world’s top entrepreneurs, online marketing experts and best-selling authors to talk about their success and struggles, the “tools of the trade” and to give actionable tips to business-builder, small business owners and those who are in the process of building an online business. Every episode of the 360 Entrepreneur Podcast features A-listers like Michael Port, Pat Flynn,, Jay Baer, Kim Garst, John Lee Dumas, Jeff Goins, Bryan Kramer, Nick Unsworth and ...
 
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show series
 
In this episode, we continue our series on genetics/epigenetics and optimization of the human system. This series includes interviews with Aperion founders Dr. Dan Stickler and Dr. Mickra Hamilton, genetics panel creator David Krantz, Aperion medical provider and peptide expert Ryan Lester, and neurotransmitter panel creator Andrea Lahti (today’s i…
 
In this episode, we talk with “glow getter” Sunlighten CEO Connie Zack. She shines through the interview as we discuss the touching genesis story of Sunlighten (her brother’s healing journey from mercury poisoning), the unique healing aspects of infrared light, and the incorporation of sound healing into the Sunlighten sauna system. We have four po…
 
In this episode, we continue our series on genetics/epigenetics and precision medicine to optimize the human system. This series includes interviews with Aperion founders Dr. Dan Stickler and Dr. Mickra Hamilton, genetics panel creators David Krantz (endocannabinoids) and Andrea Lahti (neurotransmitters), and today’s guest and Apeiron medical provi…
 
In this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his insights from helping his clients understand the nuances of how best to manage their wealth. Jeff and Raj discuss the importance o…
 
In this episode, we continue our series on genetics/epigenetics and optimization of the human system. We feature Dr. Dan Stickler and Dr. Mickra Hamilton, the founders of Aperion Zoh. This series includes interviews with genetics panel creators David Krantz (endocannabinoids) and Andrea Lahti (neurotransmitters), as well as Austin center Aperion me…
 
In this episode, we start our series on genetics/epigenetics and optimization of the human system. This series includes interviews with Aperion founders Dr. Dan Stickler and Dr. Mickra Hamilton, genetics panel creator David Krantz (today’s interview on endocannabinoids) genetics panel creator Andrea Lahti (upcoming interview on neurotransmitters), …
 
In this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction. Gina and Jeff talk about each approach's pros and cons and why Colonnade advises clients on selecting one versus the other, recognizing th…
 
In this episode, money expert Krisstina Wise shares tips on how we can be wealthy and WELL at the same time. Krisstina’s health and wealth have afforded her a new summer home in Park City, Utah, and I’m so excited to share some mountain moments with her and mountain mantras with you. We have eight mantras from the show: Mantra #1: The answer to the…
 
This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief executive, and director of several commercial banks. He has held numerous board positions and has ex…
 
In this episode, “play expert” Jeff Harry joins up with “fun expert” Dr. Kathryn Guylay for some actionable, transformational steps to a better year in 2021 and beyond. Listen for this amazing quote that Jeff shares from Steven Johnson: “You will find the future where people are having the most fun.” We have seven mantras from the show, but first, …
 
In this episode, biologist Dr. Rebecca shares her amazing 360 feedback app, icueity. https://www.icueity.com/ You will also gain many insights about the ancestral and instinctual aspects of the brain which makes feedback such an important part of feeling safe in order to unleash our limitless potential. We have seven mantras from the show: Mantra #…
 
In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth. Key takeaways from this episode are: The right valuation methodology depends on the industry and the company Valuation should not be overly focused on the multiple. It also depends on what you to apply the multiple to Market price discovery th…
 
In this episode, I do my first “solo-sode” to talk about how COVID hit our house, and what we did to avoid a downward spiral as we fought this novel coronavirus. I reference 9 blog posts that each contain foundational steps to protect your health, whether or not you are experiencing COVID. These 9 blog posts become the “mantras for our show” (note……
 
In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, the focus is on roll-ups. Key takeaways from this episode are: • Highly fragmented industries are ripe for roll-ups • A roll-up is an attractive exit alternative for companies that are subscale or have an incomplete management organization • Transpar…
 
In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore reps and warranties ("R&W") insurance. In this episode, we cover: · What is R&W insurance? · What is the pricing of R&W insurance? · What is the process to obtain R&W insurance? Key takeaways from this episode: · R&W insurance is a tried a…
 
In this episode, psychotherapist Dr. Audrey Boxwell shares many insights about the healing properties of walking and movement. Listen to the show while out on a walk or hike! We have eight mantras from the show: Mantra #1: Walking is about moving forward and allows you to get unstuck. Mantra #2: Walking allows you to rewrite your story. Mantra #3: …
 
In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore rollover equity, a form of contingent consideration in which the seller takes a portion of its proceeds as equity ownership of the new or acquiring company. In this episode, we cover: Why is rollover equity important? How often is it used?…
 
In this episode, we explore how to create deeper connections with our fellow human beings through Conscious Communication. Our guest is Mary Shores, a transformational leader in the world of business and personal development. We have nine mantras from the show: Mantra #1: Shift the use of “should” to... “help me understand how to do this better” Ma…
 
In this episode, we explore what is going on with our health care system. Increasing costs. Hidden prices. Frustrated patients and providers. We discuss the possibility that health care costs are stealing away the American dream. Our guest is Dave Chase. Dave leads the vision for Health Rosetta -which is to empower community-owned health plans. We …
 
In this episode, Gina Cocking and Jeff Guylay continue their conversations around deal structure.  Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and upside/reward based on the future performance of the business. Other episodes in our series about deal structure include price and ter…
 
In an M&A transaction, price is generally the most important part of the deal structure. However, there are several other essential components. In this episode, Gina Cocking and Jeff Guylay discuss various aspects of a deal structure, including deal form, transaction consideration, contingent consideration, the importance of the employee issues and…
 
In this episode, we invite Sharkie Zartman to talk about how she is making the most of aging and living a fun, vital, and productive life. We have eight mantras from the show: Mantra #1: The most important thing that we can control is our attitude. Mantra #2: Stop complaining and focus on what you can do. Mantra #3: Remember that aging gives us the…
 
In this episode, we continue to explore holistic healing with a Naturopathic doctor. Dr. Wdowin has been called “80% magic and 80% woman.” We discuss mind-body healing, detoxification, and much more. We have five mantras from the show: Mantra #1: We are complex, unique, magical human beings (and we must honor ourselves in this way). Mantra #2: We c…
 
In this episode, Gina Cocking and Jeff Guylay conclude their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process that began with 003 on the business aspects of the due diligence process. EP003: Business aspects of due diligence EP004: Legal a…
 
In this episode, we explore holistic healing with “Medical Detective” Susan Levin. For over 30 years, Susan has worked with clients and doctors treating the whole person, not just the list of symptoms. Some call it integrative, alternative, complementary, or functional medicine, but she calls it healing. We have five mantras from the show: Mantra #…
 
In this episode, Gina Cocking and Jeff Guylay continue their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process that began with 003 on the business aspects of the due diligence process. EP003: Business aspects of due diligence: https://colad…
 
In this episode, we continue to explore brain-body modalities for healing and optimal living. Our guest is Lisa Williams, Lyme Disease survivor/thriver and author of Biohack Your Way Beyond Lyme. We have five mantras from the show: Mantra #1: Biohacking starts with our mindset Mantra #2: Biohacking includes cool technologies that allow us to increa…
 
In this episode, we explore how to create space for wellness in life and business. Our guest is Christian Chasmer, Partner and COO at Vessel (Vesselhealth.com) and best-selling author of two books (Lose the Limits and Elevated). We have seven mantras from this episode: Mantra #1: Wellness is about giving people tools, education, , and support for b…
 
Due diligence is a crucial component of any M&A transaction. In this episode, Gina Cocking and Jeff Guylay discuss the second topic in our due diligence series--legal due diligence. Jeff is joined by featured guest, Will Turner, a partner at Steptoe & Johnson, to discuss lessons learned and pitfalls that sellers can avoid as they think about gettin…
 
In this episode, Gina Cocking and Jeff Guylay discuss business due diligence. Due diligence is so important in any M&A transaction that we're devoting four episodes to the topic. Please stay tuned for upcoming episodes 004 through 006 about Due Diligence. In addition to business due diligence, we'll cover financial, legal, and technology-related as…
 
In this second episode of the Middle Market Mergers & Acquisitions podcast, Gina Cocking and Jeff Guylay continue their discussion of the four phases of selling your company. The process of selling your company can be neatly categorized into four phases, taking place roughly over a period of 16 weeks. The four phases are:1) Pre-Marketing2) Go to Ma…
 
The process of selling your company can be neatly categorized into four phases, taking place roughly over a period of 16 weeks. The four phases are:1) Pre-Marketing2) Go to Market3) Management Presentations / Buyer Due Diligence, and4) Exclusivity / Documentation. In this inaugural episode of the Middle Market Mergers & Acquisitions podcast, Gina C…
 
In this episode, we continue to explore brain-body modalities for healing and optimal living. In this episode, we explore optimal performance from a coaching perspective. Our guest is Eva Medilek, a Certified High-Performance Coach and Relationship Success Coach. We have five mantras from this episode: Mantra #1: S + R = R (Situation + Reaction equ…
 
In this episode, we continue to explore the cutting edge brain-body modalities for healing and optimal living. Our guest is Dr. Deb Sandella, founder of the groundbreaking RIM (Regenerating Images and Memory) method. We have six mantras from this episode: Mantra #1: The primary purpose of our brain is to protect us. Mantra #2: Busyness is a way tha…
 
In this episode, we continue to explore the topic of “trauma” but shift our focus to the modality of light, specifically flickering light. Our guest is Allison Pelissier, healer, teacher, and US distributor for the Lucia No. 3 light. Read more below (and see videos) about this fascinating light therapy at Allison’s website. We have four mantras fro…
 
In this episode, we continue our exploration of the application of the Brainspotting modality. Brainspotting is a modality discovered by Dr. David Grand. Please visit www.brainspotting.com to learn more. Our guest, Jana Glass, discusses perinatal trauma and how we can heal from these experiences. Here are the seven mantras from this episode: Mantra…
 
In this special episode, we talk with the developer of Brainspotting, Dr. David Grand. David and I connect during one of the difficult weeks of COVID19, with David calling in from his make-shift office on Long Island given the serious outbreak in New York City. The community from which I broadcast (Sun Valley, Idaho) was also experiencing great str…
 
In this episode, we continue our exploration of the application of the Brainspotting modality. Brainspotting is a modality discovered by Dr. David Grand. Please visit www.brainspotting.com to learn more. Our guest, Deb Antinori, discusses the neuroscience involved in our reactions to the COVID19 crisis. Here are the five mantras from this episode: …
 
In this episode, we continue our exploration of the application of the Brainspotting modality. Our guest, Cherie Lindberg, discusses an application of Brainspotting she is developing called BSP-CC (Brainspotting for Co-regulating Couples). We discuss Cherie’s cutting edge research in this area and how she is building upon the work of others to crea…
 
In this episode, we continue our exploration of the application of Brainspotting modality as we discuss applications such as Brainspotting for abundance, Brainspotting for ancestral trauma, and more. My guest is Nancy Tung, an international Brainspotting trainer, consultant, and coach. Read more about Nancy and follow the links to her practice belo…
 
In this episode, you’ll learn more about the Brainspotting modality as we discuss applications such as Performance Expansion, Future Self-Spotting, and Neuro Coaching. My guest is Cindy S. Smith, a therapist, Brainspotting consultant, and executive coach. Read more about Cindy and follow the links to her practice below. Brainspotting is a modality …
 
This episode returns to the series of guests I’ve had on the show to discuss the healing modality of Brainspotting. My guest today is Thad Frye. Brainspotting is a trauma-healing therapy and peak performance modality discovered by Dr. David Grand. www.brainspotting.com. Thad is the owner of Thad Frye Counseling and is a Certified Brainspotting psyc…
 
My guest for this mantra-filled podcast is Cathie Caccia. Please read more about this “yoga superstar” below. Please also see below for the links to her website, with information about retreats and classes you can get involved in. If you are one of the lucky people listening to the episode prior to October 18th, 2019, please see below for a link to…
 
In this episode, I have Paige Roberts back as a repeat guest on brain wellness, this time to focus on QEEG assessments and interventions such as photobiomodulation to improve brain health. This interview is part of a series of interviews that I've been doing a modality called Brainspotting (a modality that I'm frankly obsessed with and now certifie…
 
Episode Title: Bust Through Your Money Blocks with Brainspotting and Beth Medina In this episode, you’ll learn how limiting beliefs around money, both obvious and subtle, could be sabotaging your ability to create abundance in your life. This interview is part of a series of interviews that I've been doing a modality called Brainspotting (a modalit…
 
In this episode, you’ll learn how Brainspotting allows for incredible breakthroughs to peace and peak performance for both athletes (specifically gymnasts) and first responders. For more information about Brainspotting, please see www.brainspotting.com. Brainspotting is the work of Dr. David Grand. What do these populations ( gymnastics and First R…
 
This episode focuses on the power of brain-body healing using the powerful techniques of Biofeedback, Neurofeedback, and Brainspotting. With our guest, Santiago Brand, we talk about how individuals can become the best versions of themselves by committing to a healing process and confirming their own belief that they can improve their brain/body wel…
 
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