Business Talk With Chalfin
by Bob Chalfin
Please join Robert Chalfin during Business Talk with Chalfin as he speaks with business owners, experts, academics, authors, and other professionals on topics that are critical to your business and you. Bob is an attorney, CPA, and a Lecturer in Management at The Wharton School of the University of Pennsylvania where he teaches graduate-level courses on acquiring closely held businesses and real estate entrepreneurship to MBA candidates. He has been the recipient of several Wharton Teaching Excellence Awards. He is an owner/investor of several closely held businesses, developed real estate, and has been the Court-appointed receiver and fiscal agent of several businesses. He is the author of the books, A Practical Guide to Selling a Business (2022), A Practical Guide to Buying a Business (2020), and Selling Your IT Business: Valuation, Finding the Right Buyer, and Negotiating the Deal. (2006). Mr. Chalfin is the CEO of The Chalfin Group Inc., a Metuchen, New Jersey-based firm that offe
Episodes
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Buying a Business on the Eve of a Pandemic: A Conversation with John Sanchez
In this episode of Business Talk with Chalfin, Bob Chalfin sits down with John Sanchez, President, CEO, and owner of Mustang Logistics, to discuss his journey into entrepreneurship through acquisition — and what happened when he purchased the company just days before the COVID-19 pandemic began....
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From Search to Acquisition: Buying and Building a Small Business with Cory Halbardier
In this episode of Business Talk with Chalfin, Bob Chalfin speaks with Cory Halbardier, who recently purchased J&G Lawn and Garden in Fortuna, California, about his journey from Wharton to entrepreneurship through acquisition. Cory shares how he discovered the business, evaluated more than 150...
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Hospitality Investing and Growth
In this episode of Business Talk with Chalfin, Bob Chalfin sits down with Kevin Fleming, Co-Founder and Managing Partner of Avenir Hospitality, an investment platform focused on boutique hotels in upscale leisure destinations. Kevin discusses the firm's approach to hospitality investing, the...
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Personal Guarantee Insurance: A Conversation with Brendan Burdette & Ryan Conner
In this episode of Business Talk with Chalfin, Bob Chalfin sits down with Brendan Burdette, Co-Founder & CEO, and Ryan Conner, Co-Founder & President of Braddock Road Insurance, to explore Personal Guarantee Insurance (PGI) — an emerging and innovative form of insurance that allows borrowers to...
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Value Creation in Children’s Dentistry: A Conversation with Amir Fardshisheh
In this episode of Business Talk with Chalfin, Bob Chalfin sits down with Amir Fardshisheh, Co-CEO of Vitana Pediatric & Orthodontic Partners, to explore what true value creation looks like in the world of children’s dentistry. Amir shares insights on scaling pediatric and orthodontic practices,...
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🎙️ Business Talk Brief: Preparing to Meet the Owner
In this Business Talk Brief, attorney and business advisor Bob Chalfin walks through how to prepare for your first meeting with a business owner — what to research in advance, the right questions to ask, and how to approach the conversation strategically and professionally. This short episode...
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Business Talk with Chalfin Brief: Searching for a Business
In this Business Talk Brief, Bob Chalfin explores what to consider when searching for a business to buy — from identifying the right industry and evaluating opportunities, to understanding deal structures and avoiding common legal pitfalls. Whether you’re a first-time buyer or a seasoned...
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Business Talk with Chalfin Brief: The Attraction of Entrepreneurship Through Acquisition.
The Attraction of Entrepreneurship Through Acquisition. These Briefs are shorter, topic-focused episodes released throughout the season — quick insights on key legal and business issues designed to fit your schedule. Whether you are a business owner preparing to pass the torch or a next-gen…
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SBA Loans - An Update: A Brief Discussion of Some of the Recent Changes to the SBA Loan Program
With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition...
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Family Business: Challenges and Opportunities of Succession with Megan Helzner
In this episode of Business Talk with Chalfin, Bob sits down with Megan Helzner, Principal at CFAR, to explore one of the most critical — and complicated — topics in family enterprise: succession. With more than 15 years of experience working across family-owned businesses, nonprofits…
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Tariffs-A Brief Discussion
For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at The Wharton School. He received his PhD in Management Science from Columbia Business School in New...
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When Only Profits Matter with Rebecca Greenbaum
In the next episode of Business Talk with Chalfin, Bob is joined by Rebecca Greenbaum, Professor of Human Resources Management at Rutgers School of Management and Labor Relations, to explore the consequences of a profit-at-all-costs mindset in business. When organizations prioritize financial…
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Season 3, Episode 2 Immigrants and The American Story with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great.
On the newest podcast episode of Business Talk with Chalfin, Bob talks with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great. Gregg Coodley grew up in Philadelphia. He graduated Summa Cum Laude in Economics from the University of Pennsylvania in 1981. He…
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Season 3, Episode 1: From Enterprise to Equities: Investment Strategies for Business Owners
For this episode of Business Talk with Chalfin, Bob talks with Andy Kapryn, Partner and Investments Leader for Corient. Previously, Andy was a Partner and Co-Chief Investment Officer at legacy firm RegentAtlantic and has more than 15 years of experience in investment research and portfolio...
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Navigating Wealth Now: Suggestions for Preserving and Growing Your Legacy
For this episode of Business Talk with Chalfin, Bob talks to Dane Czaplicki, CEO of Members Wealth LLC. Dane co-founded Members’ Wealth with a team of exceptional individuals. He has over 20 years of experience in financial services including investment analysis, portfolio construction…
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The Real Estate Market - Where Do We Go from Here
On the first episode of Business Talk with Chalfin, Bob discusses the real estate market and where we go from here with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of...
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Fearless Negotiation: Bringing Your Authentic Self to the Table
This podcast episode of Business Talk with Chalfin, Bob talks with Mori Taheripour. Mori is a globally recognized negotiation expert, an 11-time award-winning faculty member at the Wharton School, a highly sought-after speaker, and the author of Bring Yourself: How to Harness the Power of...
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The Truth About Immigration
During this episode of Business Talk with Chalfin, Bob talks with Zeke Hernandez, the Max and Bernice Garchik Family Presidential Associate Professor. at The Wharton School. Zeke publishes pioneering research in two broad areas. In the first, explores how immigration patterns affect the…
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SBA Lending Considerations
For this episode of Business Talk with Chalfin, Bob talks with Lisa Forrest, Head of Live Oak Bank’s Searchfund Lending, about SBA lending considerations. Lisa Forrest is a seasoned banking professional with over 35 years of experience. Renowned for her expertise in SBA and Conventional lending...
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Why I Founded ZogSports and ZogCulture with Robert Herzog CEO of ZogSports and ZogCulture
During this episode of Business Talk with Chalfin, Bob talks to Robert Herzog, the CEO and founder of ZogSports and ZogCulture. After working as a consultant for a decade, Rob founded ZogCulture and ZogSports, two companies that focus on building real personal connections, caring communities, and…
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Value Versus Price with Kevin Kaiser
For this episode of Business Talk with Chalfin, Bob talks with Kevin Kaiser about value versus price. Kevin is Senior Director of the Harris Family Alternative Investments Program and Adjunct Full Professor of Finance at the Wharton School of the University of Pennsylvania. He was Professor of...
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Baseball How The National Pastime Paralleled US History with Tony Morante
In honor of the start of baseball season, this week's podcast episode of Business Talk with Chalfin is Baseball: How the National Pastime Paralleled US History with Tony Morante. With a professional journey intertwined with the iconic Yankees franchise, Tony's expertise extends far beyond the...
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AI, Cybersecurity, and Innovation.
For this episode of Business Talk with Chalfin, Bob talks with Lauren Knausenberger, Executive Vice President and Chief Innovation Officer of SAIC, a premier Fortune 500® technology integrator driving our nation’s technology transformation, with annual revenues of $6.9 billion and approximately...
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Marketing Analytics
During this podcast episode of Business Talk with Chalfin, Bob talks with Thomas Vladeck, Co-Founder and Co-CEO of Gradient Metrics and Recast. Recast is built by scientists, for marketers and is committed to using the world’s most advanced techniques and technologies to solve the most important...
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The 2024 Wharton EtA Summit
For this podcast episode of Business Talk with Chalfin, Bob talks with Billy O'Neill and Sean McIlroy, '23-'24 Club Board Co-Presidents about The 2024 Wharton EtA Summit The Wharton ETA Summit brings together MBA students, search fund entrepreneurs, investors, faculty, and other participants in…
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Central Bankers and the Economy
For this episode of Business Talk with Chalfin, Bob talks with Andrew Brenner, the Head of International Fixed Income at National Alliance Securities, about central bankers and the economy. Andrew is frequently interviewed on Fox Business, Bloomberg, Schwab, and CNBC.
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SBA Loans - An Introduction
With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition...
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Supply Chain and Scaling
For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at the University of Pennsylvania. He received his PhD in Management Science from Columbia Business...
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Using Insurance to Hedge Merger and Acquisition Risk
During this episode, Bob talks with Jeff Buzen about using insurance to hedge merger and acquisition risk. Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing,...
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Martin Hershy on Small Business Insurance Considerations
For this episode, Bob talks with Martin Hershy about small business insurance considerations. Martin Hershy is the Senior Vice President of Property and Casualty Operations at Lockton Companies. He is a process-oriented and results driven insurance brokerage executive focused on optimizing...
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Demystifying the School Admissions Process with Thomas Caleel
For this episode of Business Talk with Chalfin, Bob talks with Thomas Caleel, Chairman and Founding CEO of Global Education Opportunities LLC. Thomas Caleel is the former Director of MBA Admissions and Financial Aid for his alma mater, The Wharton School at the University of Pennsylvania. Thomas...
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The State of the Housing Market with Lesley Deutch: Part Two
On this episode of Business Talk with Chalfin, Bob continues his discussion on the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley's profound expertise in the real estate market significantly contributed to the widespread popularity…
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Learning from My Business Acquisition with Caroline Chapdelaine
For this episode, Bob sits down to talk with Caroline Chapdelaine, the CEO of Northstar Photonics, about the lessons she learned from her business acquisition. Caroline is an experienced executive leader. She has worked in national security, defense, and aerospace throughout her career. She…
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Launching an Exchange-Traded Fund (ETF) with Seth Cogswell
During this episode, Bob talks with Seth Cogswell, the Managing Partner and Founder of Running Oak Capital, about launching an exchange-traded fund (ETF). Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long/short hedge...
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Investing in Biotech with Christoph Westphal
For this conversation, Bob talks with Christoph Westphal MD, PhD, Co-founder and General Partner of Longwood Fund, about investing in biotech. Dr. Westphal is co-founder and General Partner of Longwood Fund and has spent over 20 years as a biotech CEO, entrepreneur, and investor. Dr. Westphal has...
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Immigrants and the Economy
For this episode, Bob speaks to Exequiel (Zeke) Hernandez who is the Max and Bernice Garchik Family Presidential Associate Professor at The Wharton School. During their conversation they discuss the connection between immigration and economic growth. Zeke publishes pioneering research in two…
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Determining if the Seller Really Wants to Sell the Business with A.J. Wasserstein
During this episode, Bob talks with A.J. Wasserstein, the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. They talk about how to determine if a seller really wants to sell a business. A.J. Wasserstein's research, writing, and teaching concentrate…
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Lessons Learned From Purchasing A Business with Arleigh Halterman
During this episode of Business Talk with Chalfin, Bob talks with Arleigh Halterman, the CEO of National Imaging Solutions (NIS) about his lessons learned from purchasing a business. NIS is a medical imaging sales and service provider based in Houston, TX. Arleigh acquired NIS in April 2019…
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Trying to Create Things That People Like More with Jeffrey Raider
During this episode, Bob talks with Co-Founder and Co-CEO of Harry’s Inc. about creating things that people like. Jeff Raider aims to build companies and brands that people like more. The ambition of Harry’s Inc. is to create a next generation CPG company by putting people first and delivering...
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Rising To the Challenge of the Covid-19 Vaccine and Beyond With Mace Rothenberg
For this conversation, Rising to the Challenge of the Covid-19 Vaccine and Beyond, I talk to Mace Rothenberg, MD, a physician-executive with more than 30 years of experience in government, academia, and industry. Mace is the former Chief Medical Officer at Pfizer and will describe the leadership...
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Season 1, Episode 6: Crisis Management With Kim Naylor
During this conversation Bob talks about Crisis Management with Kim Naylor, President of Fenix Event Management. Over 25 years ago, Kim Naylor started her own conferences, meetings and incentive event company, Naylor Event Management (NEM). NEM was a Toronto based event Management Company with a...
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Season 1, Episode 5: Retirement Planning in 2023-A Different Approach To Wealth Accumulation
During this episode, Bob speaks with Leonard Witman about retirement planning. Leonard J. Witman is a nationally noted lecturer and author in the tax, estate and elder law planning and deferred compensation fields. He is the senior tax partner in the law firm of Witman Stadtmauer, P.A. located in...
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Season 1, Episode 4: ChatGPT, AI, and the Shakeup in the Tech Sector with Saikat Chaudhuri
During this episode, Bob talks with Berkeley Professor Saikat Chaudhuri about ChatGPT, AI, and the shakeup in the Tech Sector. Chaudhuri is the inaugural Faculty Director of the Management, Entrepreneurship, & Technology (M.E.T.) Program, a flagship dual-degree program in engineering and business...
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Season 1, Episode 3: The Role of Customer Lifetime Value in Corporate Valuation with Peter Fader
During this episode, Bob talks with Wharton Marketing Professor Peter Fader about the role of customer lifetime value when evaluating a business. Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers…
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Season 1, Episode 2: The Collapse of Silicon Valley Bank with James Vaccaro
During this episode, Bob talks with James S. Vaccaro, Chair, President, and Chief Executive Officer of Manasquan Bank, a $2.2 billion dollar mutual banking organization founded in 1874. They discuss the collapse of Silicon Valley Bank. Prior to joining Manasquan in 2012, Mr. Vaccaro served as...
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Season 1, Episode 1: The State of the Housing Market with Lesley Deutch
On the first episode of Business Talk with Chalfin, Bob discusses the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting...
About this show
Please join Robert Chalfin during Business Talk with Chalfin as he speaks with business owners, experts, academics, authors, and other professionals on topics that are critical to your business and you. Bob is an attorney, CPA, and a Lecturer in Management at The Wharton School of the University of Pennsylvania where he teaches graduate-level courses on acquiring closely held businesses and real estate entrepreneurship to MBA candidates. He has been the recipient of several Wharton Teaching Excellence Awards. He is an owner/investor of several closely held businesses, developed real estate, and has been the Court-appointed receiver and fiscal agent of several businesses. He is the author of the books, A Practical Guide to Selling a Business (2022), A Practical Guide to Buying a Business (2020), and Selling Your IT Business: Valuation, Finding the Right Buyer, and Negotiating the Deal. (2006). Mr. Chalfin is the CEO of The Chalfin Group Inc., a Metuchen, New Jersey-based firm that offe
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Bob Chalfin
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