Advertise on podcast: Martinka Consulting's Getting the Deal Done Podcast

Lisa Forrest is a regular guest on our show because she's one of the best and most knowledgeable business acquisition lenders. The SBA keeps changing the rules so we keep discussing acquisition loans. One big change in 2026 is that once a borrower or minority investor (even at 1%) is part of a bad SBA loan the are banned from anymore SBA loans for life. Believe me, investors have added another level of caution to their process. Another fascinating discussion with Lisa. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Peter Swimm, founder of ToilVille, discusses workplace automation and AI implementation strategies for small businesses. He emphasizes that successful AI adoption requires human oversight and proper measurement of outcomes, rather than treating AI as autonomous agents.  Peter shares examples from various industries, including contact centers and advisory services, demonstrating how AI can streamline operations while maintaining human touch points. He stresses the importance of understanding workflow patterns and measuring work to ensure AI implementations provide actual value rather than creating new problems.  He also highlights the need to consider both direct and indirect costs of AI adoption, and emphasized that AI should augment human capabilities rather than replace them. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Jermaine Ee is a serial entrepreneur whose latest venture is www.heirlight.com. Jermaine got the idea and spark for this venture because of his mother. She worked hard all her life and yet didn't understand retirement, its planning, estate plans, etc. His business is not about wills and trusts, it's about people's health, their peace of mind, and having a good life. This episode is not our usual and yet I found it fascinating because he's tackling a subject many people prefer to ignore, and then they or their heirs pay the price later. It's really a story about an entrepreneur taking charge. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Chapter Five covers the following: Do It Yourself or Hire a Pro There’s Value and There’s the Price Marketing Materials—First Impressions Matter Get the Word Out Then There’s the Message The Process The Offer Conditions Conclusion John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Matthew Wyatt, founder of TechTorque, shares his expertise on growing B2B software and consulting businesses through strategic marketing and personal branding. He outlines four key elements for scaling:  Target market definition,Building a circle of influenceNurturing client relationships Creating compelling offersMatthew emphasized the importance of consistent content creation, using AI tools to streamline the process, and engaging with LinkedIn's new algorithm through thoughtful commenting and responding. He advised businesses to focus on discipline and clarity in their marketing strategies, rather than chasing trends, and highlighted the value of targeting ideal clients based on shared values and preferences. Our discussion concluded with Wyatt encouraging listeners to maintain daily content creation habits and leverage tools to manage the workload effectively. You can reach Matthew at: www.techtorque.co or https://www.linkedin.com/in/matthewwhyatt/ John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

John and Nick discuss the importance of giving back to the community and how it can benefit businesses, particularly small and family-owned enterprises. They explore how philanthropy can enhance a company's reputation, attract customers, and foster employee engagement. The conversation highlighted the need for businesses to clearly define their mission and align it with their actions. They also touched on the challenges faced by nonprofits in executing their strategic plans and the importance of mission alignment in attracting dedicated staff. The discussion concluded with an emphasis on building relationships as a key aspect of effective philanthropy and business success. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Brian Samson is the founder of Plug Technologies, a nearshore talent broker that facilitates 100 placements annually for small to medium-sized companies. Brian explains how Plug helps clients access skilled talent in Latin America, offering both cost arbitrage and access to experienced people capable of handling complex technical work. The discussion highlighted how Latin America has become an attractive destination for tech talent, with Brian noting that the region's startup ecosystem and cultural similarities to the US make it an ideal location for nearshoring operations. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Scott discusses the current trends in technology and cybersecurity, highlighting the growing interest in AI and the movement of businesses towards local providers due to cost concerns and reduced service quality from private equity acquisitions. He emphasizes the increasing sophistication of cyber threats, particularly email spoofing and phishing attacks that exploit human vulnerabilities. Scott stressed the importance of the human firewall as a key defense against such threats, noting that there are currently no technical solutions to prevent email impersonation. Scott Wittstock and John discuss email phishing scams, emphasizing the importance of verifying suspicious emails through alternative communication methods rather than replying directly. Scott shared that he receives about one phishing email per month and explained how their company teaches customers to use a "trust but verify" system and to be kind to employees who question suspicious emails.  John and Scott also discuss the importance of reliable MSP services, with John sharing a horror story about a client whose MSP was hacked, causing significant issues with a buy-sell deal. Scott  discusses cybersecurity challenges, emphasizing that many breaches, including those affecting governments and large companies, also occur in small businesses. We discussed the increasing threat of state-sponsored cyberattacks, noting that smaller companies are often targeted due to their lack of reporting requirements compared to larger organizations. He emphasized the role of AI in cybersecurity, explaining how AI-driven security platforms can detect and respond to threats in real-time. You can reach Scott at www.fidelisnw.com. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

John and Marc discuss branding for private equity and its role in acquisitions.  Marc discusses his background in economics and his passion for finance and marketing, emphasizing his role in explaining complex financial concepts and aligning internal and external messaging for businesses. He highlights his focus on private equity and their portfolio companies. He states private equityis moving away from quick flips to a more sustainable approach of nurturing companies for long-term growth through acquisitions and mergers. He explains how branding is often an afterthought in private equity transactions but emphasizes its importance in managing "acquisition turbulence" and aligning employees with new ownership. He shares an example of helping an optics company merge five entities into one by redesigning their brand, which resulted in a stronger market position and clearer messaging. Marc highlights that effective branding can lead to reduced acquisition costs, increased revenue growth, and improved employee alignment, while also enhancing investor perception. We cover the power of branding, using examples like Goodyear and Michelin to illustrate how strong branding transcends product categories and builds trust through clear messaging and consistent storytelling.  Clarity over cleverness in brand messaging, particularly in taglines is important. He criticizes vague taglines like "Bright Minds, Brighter Outcomes" and advocates for brands to ask their audiences what they stand for.  All in all, a fascinating discussion. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Chapter four is about different buyer types: IndividualsInside buyers - family and managementProfessional buyersStrategic buyersWhat makes a buyer tick?What turns buyers heads?Screening buyersA great summary of each highlights of each buyer type. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Paige Wiese, owner of Tree Ring Digital, discusses her journey from architecture to digital marketing, highlighting her agency's focus on addressing client pain points related to website development, marketing strategy, and ownership of digital assets. She emphasizes the importance of clear ownership and access to digital tools, warning against vendor misunderstandings that can limit client control. Regarding M&A, Paige explained her agency's unique approach of focusing on go-to-market strategies and ROI demonstration to enhance valuation during transactions. We also discussed the challenges of transferring digital assets in mergers and acquisitions, emphasizing the importance of smooth tech transitions. We explored how digital marketing, including SEO, social media, and search engine marketing, plays a crucial role in company valuations and performance. Plus, how proactive diligence by the seller will prevent post transaction issues. Quote - I never wanted to box clients into a platform that limits their growth. You can reach Paige at www.treeringdigital.com John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

As this was recorded there was a "battle" between Netflix and Paramount to buy Warner Bros. Discovery. This M&A deal has a lot of lessons for small-business buyers including: You must guarantee your loansProof of funds is a requirement Honesty and transparency ruleListen to this short episode to learn some valuable lessons on business buying. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Kelly Finnell is an ESOP (Employee Stock Ownership Plan) advisor with 40 years of experience. He shares:  The benefits of an ESOPWhy it's not for everyoneTax strategies and benefitsWhy an ESOP can be better than a 401k plan for ownersIf you or anybody you know would like to sell to employees this is a must listen. You can reach Kelly at www.execfin.com or [email protected]. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Spoiler alert - these tips are the same ones as for 2025 and will (probably) be the same for 2027. Get your affairs in order, grow, and Exit With Style, Grace, and More Money®, which is also the title of our latest book. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903 

Ashley Tison founder of OZPros discusses tax strategies with an emphasis on Opportunity Zones, and he does a great job of explaining what they are. "THOSE OPPORTUNITY ZONE THINGS, THAT SOUNDED LIKE 1031 AND PRIVATE EQUITY GOT MARRIED. AND HE'S LIKE, OH, THEY HAD A BEAUTIFUL BABY NAMED OPPORTUNITY ZONES.""WE'VE SEEN A MASSIVE AMOUNT OF PRIVATE CAPITAL GO INTO THIS-ABOUT $150 BILLION AT LAST COUNT-AND WE'RE SEEING MASSIVE POSITIVE EFFECTS IN THESE COMMUNITIES.""THE 30-YEAR TAX HACK: USING OPPORTUNITY ZONES FOR GENERATIONAL WEALTH."Our time together flew by because it was a fascinating conversation. John Martinka Jessica Martinka Contact us via either website or give us a call and be sure to check out our videos https://nokomisadvisory.com/ https://www.martinkaconsulting.com/ https://www.gddpodcast.buzzsprout.com https://www.youtube.com/c/JohnAMartinka/videos  425-515-4903