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In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Emily Lucking, owner and founder of Power Center Coaching. They discuss how to create the right mindset as a founder or executive to lead and grow their company towards a transaction. Emily shares some of the challenges she has seen founders… Continue reading Sarian Strategic Partners Podcast Episode 9 – Creating the Right Mindset Toward the Close

In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Jennifer Hartt, Director of Investments, Health & Digital Health at Ben Franklin Technology Partners. Jennifer oversees their life sciences portfolio and has closed over 150 investments. Jennifer talks about key issues to addressing your checklist at both an entity and personal… Continue reading Sarian Strategic Partners Podcast Episode 8 – Pre-Transaction Checklist

One of the biggest risks in retirement is longevity risk or the risk that a retiree may outlive his or her money. Our team believes that changes in demographic trends and future fiscal policy should prompt those under the age of 55 to review planning around Social Security. To continue to serve as a resource… Continue reading Sarian Strategic Partners Podcast Episode 7 – The Future of Social Security

In this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Stephanie Hyde with PE Risk and Wayne Crowther from Odell Studner about risk management while a company moves through an event such as selling the company or going public. They discuss what to think about at the entity level to mitigate,… Continue reading Sarian Strategic Partners Podcast Episode 6- Planning Strategies to Reduce Risk When Approaching a Transaction

This one is for all of you baseball fans out there – Opening Day 2021 is finally upon us. Much of the news in our neck of the woods this time of year focuses on the expectations of the Phillies and the team’s star outfielder, Bryce Harper. I think you would all agree with me, expectations… Continue reading Keeping Your Eye on the Ball

In this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Marcia Zaruba-O’Connor, CEO and Founder of The O’Connor Group, about guiding your team as your company moves towards an event like a sale or initial public offering (IPO). They share some key issues that founders and executives need to think about… Continue reading Sarian Strategic Partners Podcast: Episode 5 Guiding Your Team Through a Transaction

In this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Sarah Djamshidi, President and Managing Partner at Speedshift Advisors, about pre-transaction planning. They discuss why a thoughtful plan is key for a successful outcome and some things to consider that will make a difference at… Continue reading Sarian Strategic Partners Podcast: Episode 4 The Importance of Pre-Transaction Planning

As the economy continues to recover from the effects of the slowdown of the COVID-19, we are observing our national debt exceed record levels. In a slower growth environment, founders and executives of early stage, growing companies may need to be more thoughtful and resourceful as they position themselves and their companies for a transaction.… Continue reading Sarian Strategic Partners Podcast: Episode 2 – Key Pre-Transaction Planning Strategies During Challenging Times