The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
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The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
The M&A Mastermind Podcast – Episode 89 - Integrating Holistic Wellness & Strategic Planning for your Clients
The M&A Mastermind Podcast
38 minutes 36 seconds
5 months ago
The M&A Mastermind Podcast – Episode 89 - Integrating Holistic Wellness & Strategic Planning for your Clients
In this episode of the M&A Mastermind podcast, Nick Olsen interviews Monica Garcia Duggal, a financial expert who emphasizes a holistic approach to business and personal finance. Monica shares her entrepreneurial journey, the importance of breath work in decision-making, and strategies for scaling businesses. She introduces her BITES method, which provides a framework for financial management and sustainable freedom. The conversation also touches on preparing clients for negotiations and the significance of maintaining balance in life and business.
Takeaways
A holistic approach to business considers all aspects of a company.
Breath work can significantly improve decision-making abilities.
Deal fatigue can lead to poor negotiation outcomes.
Preparing clients for negotiations is crucial for success.
The BITES method offers a structured approach to financial management.
Sustainable freedom is achievable through effective financial strategies.
Systems in business can save time and enhance efficiency.
Maintaining balance in life contributes to overall success.
About the Show
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium-sized private business owners they focus on serving.
Chapters
00:00 Introduction to a Holistic Approach
03:06 Monica's Entrepreneurial Journey
06:08 Scaling Businesses: A Holistic Perspective
08:59 The Power of Breath in Decision Making
12:00 Recognizing and Managing Stress in Negotiations
14:58 Preparing Clients for Successful Negotiations
18:08 The BITES Method: A Strategic Framework
23:45 Creating Sustainable Freedom through Finance
30:04 Monica's Upcoming Podcast and Resources
Keywords
Mergers & Acquisitions, holistic approach, business scaling, decision making, negotiation strategies, financial freedom, entrepreneurship, wellness, M&A
The M&A Mastermind Podcast
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
