Environmental Regulations Are Changing: What Business Owners Should Understand

In this episode, environmental attorney Deborah Brancato, Partner at Carmody Law, discusses major changes in Connecticut’s environmental regulatory framework and what they mean for business owners. With the Transfer Act sunsetting, she explains how the new approach is designed to encourage environmental cleanup while creating clearer expectations around environmental responsibility and property use. Deborah also shares practical insights on how environmental issues can arise during normal business operations, property ownership, and transactions, and why it’s important for business owners to understand potential risks and plan ahead. Deborah also shares insight from her involvement in developing the new program and what it means for business sales going forward.

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In this episode, Jeff Weiner, President and CEO of HKM Associates discusses his unique approach to insurance brokerage. Now entering his 45th-year serving businesses ranging from as few as 2 up to 100s of employees. Licensed in 42 states, Jeff is known for his “white glove” service model.

Some key take aways:

1. Don’t assume your current benefits plan is “fine.” There are often hidden gaps, inefficiencies, or better pricing options in the market. A fresh review can uncover what you don’t know you don’t know, especially around networks, billing issues, and plan design
2. Switching plans to save money doesn’t have to mean forcing employees to change doctors. Thoughtful plan design built around how your team actually uses healthcare can reduce friction and increase buy-in.
3. You have more flexibility than you think. Group health plans are generally month-to-month, PEOs can offer pooled buying power, and there are multiple ways to structure benefits creatively depending on your goals.

With no-fee analysis, direct employee access to his cell phone, and a strong community-driven approach to networking and philanthropy, Jeff focuses on making a meaningful impact for both employers, their teams and the community.

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In this episode, Janice O’Reilly, CPA, CGMA, Partner at AAFCPAs, discusses what financial readiness really means for business owners when the time comes to sell their business. With the day-to-day demands of running a company, many owners focus on their financials primarily for tax purposes, often without realizing how those same numbers will be viewed by a potential buyer.

Janice explains the key financial data points buyers focus on during a transaction, including how revenue is recorded, expenses are allocated, working capital is assessed, and liabilities or accruals can surface late in the process.

By engaging advisory support early, business owners can better understand their financial picture, set realistic expectations, navigate the complexity of a transaction, and reduce the likelihood of unexpected issues as a deal progresses.

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In this episode, Deborah sits down with Susan Catalano, Managing Partner of JQLaCorte, LLC, a full-service digital marketing agency supporting financial, professional services, and manufacturing businesses. Susan breaks down why marketing is one of the most important growth levers for business owners, helping fill the top of the funnel, nurture leads over time, and ultimately make it easier for sales teams to close. She explains the balance between traditional marketing and digital marketing, emphasizing that the “right” mix depends on where your customers actually are. Susan also shares what business owners can expect when building a marketing engine from typical ROI, to the importance of regular website updates, credible content strategies, and adapting to major shifts like AI-driven search results. For owners thinking ahead to an eventual exit, she highlights the value of creating a consistent, scalable lead generation system that isn’t overly dependent on the owner and how marketing audits, phased improvements, automation tools and fractional/outsourced teams can help get you there.

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In this episode, David Wallace, author of Build Your Own Business(BYOB) and Program Manager for Exit AdvantageSM discusses how his book guides entrepreneurs from idea and passion to execution and building businesses that can grow beyond the founder. He shares the importance of early self-reflection to assess whether entrepreneurship is truly the right fit, market understanding, and planning, as well as shifting from working in the business to working on it through strong teams, processes, and structure. Wallace also explains how Exit Advantage helps owners strengthen their businesses to increase value, emphasizing that growth requires adaptation, clear goals, and planning for exit from the start to create resilient, valuable companies ready for the future.

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Demystifying ESOPs: What Business Owners Need to Know Before Selling

In this episode, Deborah is joined by Rich Glassman of ESOP Plus LLP. Rich shares his extensive knowledge of Employee Stock Ownership Plans (ESOPs), what he considers to be the best-kept secret in the tax code. Learn why ESOPs are a good option to explore when selling your business.

Rich breaks down what an ESOP is, how it works and how it benefits the seller and the company. He addresses some misconceptions including complexity, cost and risk as well as future requirements and costs for the ESOP going forward. Drawing on his background in banking, management, a family-owned business and ESOP law, Rich encourages owners to keep an open mind, seek experienced advisors, and thoughtfully consider whether employee ownership could be the right option for your exit.

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In this episode, Rick Vidallon, Creative Director @ VISIONEFX, discusses how businesses can better manage and protect their digital or online assets . He emphasizes the importance of maintaining control over domains, logins, hosting accounts, and passwords, especially when selling or acquiring a company. It highlights best practices such as keeping an updated inventory of online assets, ensuring owners, not just managers, retain essential access. It emphasizes the value of updating websites regularly, ensuring accurate online listings, and using SEO best practices so search engines can properly recognize and rank a business. Even older sites can retain credibility, but fresh content improves visibility. The episode concludes with insights on tailoring social media and content strategies to a company’s audience and industry, and the role VISIONEFX plays in redesigning sites, improving SEO, and supporting content and social postings.

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In this episode, employment attorney Bob Brody of Brody and Associates explains key employment-law issues business owners often overlook—from the National Labor Relations Act and protected employee activity to compliance challenges, I-9 requirements, and the importance of proactive audits. With a practice focus on labor, employment and benefits, he discusses how early employment-law preparation can strengthen a company’s position during a sale, and how tools like non-competes, non-solicits, and confidentiality agreements protect a business. Bob also touches on modern challenges such as AI, remote work, and training gaps

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