Claim OwnershipBranching Out: TreeFork Strategies
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© 2026 Branching Out: TreeFork Strategies
Description
Host Elizabeth Shea sits down with seasoned founders and CEOs who have successfully sold their companies through a strategic or financial transaction. They discuss the thinking and planning that went into their decision to sell, what worked well, what they would do differently, and the valuable lessons they would pass along to founders with a sale on the horizon. This is a podcast for business owners looking for a playbook to use in order to approach their own sale with confidence and clarity.
13 Episodes
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Elizabeth Shea sits down with Sean Griffey, co-founder and former CEO of Industry Dive, to discuss his journey of building a bootstrapped media company and navigating two successful exits. Sean shares how he and his co-founders left stable careers to launch niche industry publications at a time when investors were chasing "the next Buzzfeed” and why their contrarian strategy paid off. He reflects on the differences between partnering with private equity and running a competitive sale process ...
Elizabeth Shea sits down with John Burns, founder and managing director at Clare Advisors, a boutique M&A advisory firm specializing in marketing and advertising services agencies. John explains the advisor’s role throughout a sell-side process and shares how the marketing services landscape is evolving as AI capabilities are incorporated into the landscape and the buyer pool is becoming more diverse. He continually emphasizes that culture alignment can be the most valuable driver of true...
In this episode of Branching Out, Elizabeth Shea is joined by Karl Sigerist, author of Selling Your Canadian Business, a book written for founders contemplating the sale of their privately owned, lower middle market Canadian business. Drawing on decades of experience as an operator, buyer, seller, and advisor, Karl offers nuanced insight into why most deals fail, how lack of early planning can leave value on the table, and why founders must answer the question “why do I want to sell?” long be...
Ab Emam shares how WDG evolved from a single website project for a friend into a full-scale, midmarket agency he deliberately built for sale. He breaks down why founders should plan years before they initiate a transaction, why hiring the right business banker can dramatically change your multiple, and why leadership teams need to keep their eye on the ball long after receiving the letter of intent. Ab also speaks candidly about the identity shift that founders can experience after closing an...
In this episode of Branching Out, Elizabeth Shea sits down with Jim Datovech, former CEO of LKC Technologies, to explore the long road from acquiring a medical device company to refining the product and orchestrating a successful exit. Jim shares how a deal that died at the last minute unexpectedly validated the company’s scalability and paved the way for a stronger deal months later. He offers candid insights on disciplined spending, legal preparedness, the importance of marketing to suitors...
In this episode of Branching Out, Elizabeth Shea sits down with Andrew Sherman, senior partner at Brown Rudnick, for a candid look at how deals really get priced, structured, and won. Andrew explains why M&A is cyclical, the differences between strategic and financial buyers, why sellers must perform reverse due diligence on buyers, and how to surface the “gold bars in the attic” — the intangible value drivers that buyers won’t pay for unless you point them out. He also unpacks common got...
In this episode of Branching Out, Elizabeth sits down with Bess Winston, the founder of The Winston agency. She talks about how one modest media relations project-turned-campaign laid the foundation for her to meticulously build a nationally respected boutique firm with a powerhouse team before ultimately selling her agency in 2022. Bess shares her journey with the humor and unfiltered honesty only an experienced founder can bring. She sheds light on the emotional jolt of parting with a compa...
In this episode of Branching Out, Allan Klassen, former CEO and managing partner of Albi Homes, shares how he helped turn a Calgary-based luxury home builder into a “niche of one” and a strategic acquisition target which was acquired by Brookfield Residential in 2015. Allan walks through the realities of negotiating with a globally recognized asset management company, keeping a deal alive when it nearly collapsed, and the lessons he learned about non-negotiables, timing, and values alignment....
In this episode of Branching Out, Ethan McAfee shares how he built Amify from a one-man operation in his Arlington townhouse into one of the largest Amazon agencies in the country, helping major consumer brands with their strategy content, advertising, and supply chain before selling to Cart.com in 2024. Drawing on his earlier career as an internet stock investment analyst, Ethan explains how venture capital, market cycles, and founder energy can all factor into the timing and structure...
In this episode of Branching Out, Susan Apgood, the former CEO of News Generation, shares candid insights about her journey selling her company in April 2020 in the midst of the COVID lockdown. She opens up about navigating a challenging broker relationship, unexpected cultural clashes between merging teams after the acquisition, and the emotional reality of watching a company you built change in ways you didn’t foresee. Susan also reflects on why due diligence, communication, and support net...
In this episode of Branching Out, Jake Bittner, former CEO of Qlarion, recounts his path from co-founding a government data analytics firm to leading it through a successful acquisition by GCOM in 2021. He offers a transparent look at what it’s like to navigate the sale process with private equity buyers, from managing due diligence to balancing emotion with strategy. Jake also reflects on how selling a business changes your perspective on leadership, purpose, and personal identity. His story...
In this episode of Branching Out, Cary Hatch, former CEO of MDB Communications, opens up about the deals she walked away from, the one that finally felt right, and what it takes to step away from the CEO seat after decades at the helm. She shares how timing, values alignment, and a deep sense of purpose shaped her journey — and offers honest insights into the realities of selling an agency after years of leadership. Cary discusses the critical factors that influenced her decision, the importa...
In the inaugural episode of Branching Out, Elizabeth Shea interviews Viraj Gandhi– former CEO and founder of Paradyme Inc. – about his 21-year journey from building a local and state contracting business to leading a major federal contractor acquired in 2024. Viraj shares how an unexpected AI partnership propelled the company toward acquisition and reflects on the complexities of cultural fit, emotional readiness, and life after selling a business. Their conversation offers candid insights fo...
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