CVBBA Insights

This podcast is dedicated to business brokers and dealmakers. We will explore the crucial insights that will help you navigate the business brokerage landscape.

CVBBA Insights is a business podcast hosted by meridianbizadvisors, with 13 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

meridianbizadvisors hosts CVBBA Insights, a business show with 13 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #13

  13 - Business Financing: SBA Updates with Matt Williams of United Community Bank

  Jun 4, 202640 minS0

  <p>SBA lending continues to be one of the most important financing tools in business brokerage, but the rules, expectations, and lender priorities continue to evolve.</p> <p>In this episode of CVBBA Insights, Heather Valeri sits down with Matt Williams, SVP and SBA Sales Team Lead at United Community Bank, for a timely conversation about the current SBA lending environment and what business brokers need to understand when preparing buyers, sellers, and deals for financing.</p> <p>Matt brings more than 20 years of banking experience across mortgage, retail banking, commercial lending, and SBA financing. Since joining SBA lending in 2019, he...

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  Episode #12

  12 - Beyond the Sale Price: Tax Strategies, 1031 & Deal Value

  Apr 3, 202636 minS0

  <p>When business owners think about a successful sale, many focus on the purchase price. But sophisticated dealmakers know the real question is what the seller actually retains after taxes, structure, and transition planning. </p> <p>In this episode of the CVBBA Insights Podcast, host Heather Valeri, CBI, CEPA sits down with Richard B. “Rick” Chess, Counselor at Law, Past President of CVBBA, to discuss practical strategies for preserving wealth in business and real estate transactions.</p> <p>Together, they explore how 1031 exchanges, tax planning, and smart deal structuring can help business owners, brokers, and deal partners think beyond the headline n...

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  Episode #11

  11 - Deal or Drama? Navigating the Hard Conversations for Smoother Business Closings

  Mar 14, 202643 minS0

  <p>Every experienced business broker has a story about the "deal from hell"—the one that turned into a soap opera or hit a legal landmine no one saw coming. In this episode, host Colette Kemp is joined by veteran transactional attorneys Lisa Crandall and Tad Cook of PLG Law. Together, they pull back the curtain on why some deals stay clean while others spiral into expensive chaos.</p> <p>Learn how to stop playing the "hero" in a failing deal and start playing the expert who spots red flags before they explode. Whether you are a broker, a buyer, or...

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  Episode #10

  10 - Care, Compliance, & Capital: Senior Care Decoded

  Feb 14, 202613 minS0

  <p>Episode Overview</p> <p>In this conversation, Colette Kemp interviews Phil Bongiorno, an expert in the home healthcare industry. They discuss the various niches within senior care, the regulatory landscape, and the future growth of the industry. Phil emphasizes the importance of understanding compliance, operations, and the payer mix for brokers looking to navigate this sector effectively. The conversation highlights the increasing demand for home healthcare services and the opportunities available for business brokers in this evolving market.</p> <p> </p> <p>Guest Contact Information</p> <p>Phil Bongiorno<br> Associate Broker<br> Horizon Business Brokers<br> Call: (202) 680-8986<b...

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  Episode #9

  9 - CVBBA Vision 2026: A Conversation with President AJ Ramsey

  Jan 31, 202621 minS0

  Episode Overview <p>In this episode of the CVBBA Insights Podcast, we bring you the recording of CVBBA Vision 2026, featuring incoming President AJ Ramsey.</p> <p>Moderated by Colette Kemp and Heather Valeri, this conversation outlines the strategic priorities, growth initiatives, and leadership vision guiding the Carolinas Virginia Business Brokers Association (CVBBA) into 2026.</p> <p>The discussion addresses industry tailwinds such as the Silver Tsunami, evolving deal dynamics, member value creation, governance, and how brokers can maximize ROI from their CVBBA membership.</p> <p> </p> <p> </p> Episode Agenda & Key Topics: <p>Welcome & Opening Remarks <br> Introduction to CVBBA Vision 2026 and Presi...

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