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Touchstone Talks

Touchstone Talks

Von: Deborah Agrafojo
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Business advisory podcast that discusses the latest trends and projectors with leading influencers in that space.2025 Persönliche Finanzen Ökonomie
  • Ep 18: The Buyer's Perspective on Acquiring a Family Business
    Mar 26 2026

    In this episode, Deborah sits down with John SantaCroce, who last year acquired Minore’s Meats, a third-generation family business. John shares a firsthand perspective on how acquiring a family-owned business can create control over your future while unlocking opportunities to improve operations, modernize systems, and drive growth. He highlights what it really takes, from defining clear acquisition criteria and building the right advisory team, to navigating challenges during the deal process and leading a people-first culture post-close. He brings a unique perspective on balancing tradition with innovation as he positions Minore’s for its next chapter.

    touchstoneadvisors.com

    linkedin.com/company/touchstone-advisors-m-a

    directlinemediaproductions.com/professional-podcast-production

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    29 Min.
  • Ep 17: Environmental Regulations Are Changing - What Business Owners Should Understand
    Mar 12 2026

    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.

    touchstoneadvisors.com

    linkedin.com/company/touchstone-advisors-m-a

    directlinemediaproductions.com/professional-podcast-production

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    33 Min.
  • Ep 16: Finding the Gaps - How to Strengthen Your Employee Benefits Strategy
    Feb 26 2026

    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.

    touchstoneadvisors.com

    linkedin.com/company/touchstone-advisors-m-a

    directlinemediaproductions.com/professional-podcast-production

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    30 Min.
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