Most business owners are too busy running their company to pay close attention to their financials — until something goes wrong. In this episode, Deborah sits down with David Place, Area President and Fractional CFO at FocusCFO. David explains how to use your financial statements as an early warning system and a strategic management tool, not just a tax-season obligation. He covers the three core statements, what to look for, and how to spot margin erosion and hidden costs before they become real problems.

The payoff is simple: the sooner you see a problem, the easier it is to fix. David also walks through how to build a practical financial forecast, even if you've never done one, so you can stop reacting and start running your business with a plan.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production

A Different Perspective on Private Equity

Private equity is often misunderstood. Many business owners view private equity through the lens of headlines and misconceptions. In this episode, Lamar Stanley, Managing Director at Highland Rim Capital, discusses how private equity can be a tool for business succession, leadership continuity, and growth, helping owners transition out of their companies while preserving the legacy they've built. The conversation highlights an approach focused on supporting the management team already in place, giving them the resources and strategic guidance to build upon the owner's success and lead the business into its next chapter. Whether you're planning for retirement, considering a future ownership transition, or simply thinking about what's next for your business, this episode offers a valuable perspective on the role private equity can play.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production

In this episode, Jenny Lezon Norris, Market Growth Director, North America of Navigator Global breaks down what it really looks like for companies to take their products beyond the U.S. and tap into international markets. The conversation highlights how global growth often starts smaller than many business owners realize, often sparked by a single inquiry. Jenny shares practical advice on navigating regulations, choosing the right market strategy, spotting red flags, and building trusted relationships abroad, while also explaining why face-to-face connections still matter in international business. The episode offers a look at the opportunities available to companies that may never have considered exporting before and the resources that can help make it possible.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production