The Close M&A Podcast with Caber Hill Advisors

Exploring the art and science of deal-making with host Craig Castelli.

The Close M&A Podcast with Caber Hill Advisors is a business podcast hosted by Caber Hill Advisors, with 39 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.

Caber Hill Advisors hosts The Close M&A Podcast with Caber Hill Advisors, a business show with 39 episodes published.

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  Episode #14

  Scott Bushkie: Why Business Owners Wait Too Long to Sell

  Aug 6, 202652 minS2

  In this episode of The Close M&A Podcast, Craig Castelli talks with Scott Bushkie, founder of Cornerstone Business Services and Cornerstone International Alliance, about what business owners often misunderstand about selling their company. They discuss findings from Cornerstone’s business owner survey, the risks of unsolicited offers, why timing and identity can complicate exit planning, and how trusted advisors can help owners understand real market value before it is too late. See the full episode page and read the transcript here: https://caberhill.com/podcast/scott-bushkie-cornerstone-business-services Text us your feedback, ideas, or topics you’d like to see in an upcoming show. Listen on Apple or Spotify . Watch on YouTube . Follow on LinkedIn . Connect with Caber Hill Advisors .

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  Episode #12

  Ryan Evans: Where the Puck Is Going in Wealth Management

  Jul 23, 202639 minS2

  Ryan Evans, Regional Director and Partner at Merit Financial Advisors, joins Craig Castelli to discuss building Blueprint from the ground up, scaling beyond the founders, and eventually partnering with Merit. Ryan shares lessons on hiring ahead of growth, using technology strategically, preparing for a sale years in advance, evaluating deal structure, and understanding what life after a transaction can look like for business owners. See the full episode page and read the transcript here: https://caberhill.com/podcast/ryan-evans-merit-financial-advisors Text us your feedback, ideas, or topics you’d like to see in an upcoming show. Listen on Apple or Spotify . Watch on YouTube . Follow on LinkedIn . Connect with Caber Hill Advisors .

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  Episode #11

  Brian Colao: The New Rules for DSO Growth and Exit Planning

  Jul 9, 202636 minS2

  In this episode of The Close, Craig Castelli sits down with Brian Colao, member and director of Dykema’s Dental Service Organization Industry Group, to discuss the evolution of the DSO Conference, the current state of dental M&A, and what it will take for organizations to stand out in today’s market. Brian shares his perspective on private equity headwinds, opportunities for new capital, and how AI and technology are becoming key differentiators for dental groups preparing for growth or sale. See the full episode page and read the transcript here: https://caberhill.com/podcast/brian-colao-dykema Text us your feedback, ideas, or topics you’d like to see in an upcoming show. Listen on Apple or Spotify . Watch on YouTube . Follow on LinkedIn . Connect with Caber Hill Advisors .

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  Episode #10

  Mike White: Why So Many Founders Still Undervalue Their Financials

  Jun 25, 202643 minS2

  Text us your feedback, ideas, or topics you’d like to see in an upcoming show. Mike White, partner at CLA, joins Craig Castelli to discuss his entrepreneurial path from building and selling his own CPA firm to advising business owners through M&A. They cover quality of earnings, why clean financials matter before a sale, current deal activity, healthcare sectors drawing investor interest, Medicaid and reimbursement risk, and how business owners should think about timing, EBITDA, and whether selling is truly the right next step. See the full episode page and read the transcript here: https://caberhill.com/podcast/mike-white-why-so-many-founders-still-undervalue-their-financials Listen on Apple or Spotify . Watch on YouTube . Follow on LinkedIn . Connect with Caber Hill Advisors .

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  Episode #9

  Craig Checks In: Midyear M&A Report: What We're Seeing in 2026

  Jun 24, 202616 minS2

  Text us your feedback, ideas, or topics you’d like to see in an upcoming show. In a special episode, Craig checks in to share a midyear update on lower middle market M&A activity in 2026. He breaks down mixed market signals, private equity’s continued focus on add-on acquisitions, and the sectors seeing strong investor interest, including healthcare, facility services, business services, and industrials. Craig also explains what business owners should focus on now if they are preparing for a sale in the next few years. See the full episode page and read the transcript here: https://caberhill.com/podcast/m-and-a-lower-middle-market-analysis-2026-midyear/ Listen on Apple or Spotify . Watch on YouTube . Follow on LinkedIn . Connect with Caber Hill Advisors .

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