Martinka Consulting's Getting the Deal Done Podcast

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.comJohn MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://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 MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://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 kfin@execfin.com.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://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 MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://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 MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

Caleb Christopher is a serial entrepreneur with a plan to think of this exit when he starts a company.Here are a couple insights from our discussion:“The investor's edge: creative tc, risk management & scaling without owner dependency.” "Every company is a risk decision. my job is to make each one safe, legal, and ethical."Listen for tips on planning your exit, no matter where you are in your business' life cycle.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

Eli Igra Serfaty's agency, MAIA (www.team-maia.com) specializes in helping people get more from LinkedIn. Their talents assist:Business ownersProfessionalsEmployeesAs Eli says:"OPPORTUNITY DOESN'T SHOW UP UNINVITED. ON LINKEDIN, YOU EARN IT BY BEING PRESENT, CONSISTENT, AND INTENTIONAL."Listen for many more tips and, hear Eli review Jessica's LinkedIn page and offer comments that can help all of us.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

In Chapter Three we delve into:Management reportsDon't forget the balance sheetClean books ruleMultiples of earningsWhy AAA (add-backs, adjustments, assumptions) not to the rescueAnd moreJohn MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

Will there be a recession (or are we in one now, at least in some areas and market segments)?Nick and I talk about "Future Proofing" your business, as much as possible.Remember, there are companies doing very well in down times and some struggle in boom times. Doing well in all economies is the goal.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

Jim Effner now has a dynamic sales training business after years of being a top producer and manager.We discuss:How having a team helps increase businessWhy referrals are worth their weight in platinumThe path to sustainable change isn't found in one-day workshops, but in learning, applying, and reinforcing over timeWhy professional persistence mattersJohn MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903