Published on:

27th Feb 2024

5 | Stephen Goldberg | Guiding Principles for Business Success

In today's episode of Fingerprints on Success, Bill Barrett interviews Stephen Goldberg, the founder of  Sun Mergers & Acquisitions and Sun Business Valuations, who has spent 25 years building one of the most successful middle-market brokerage and valuation companies in the country.

In this episode, Stephen shares his guiding principles for success, including the importance of perseverance in the face of challenges, the value of diversification in business, and the significance of learning from mistakes to avoid repeating them.

He also emphasises the importance of staying focused on your core competencies and not trying to be everything to everybody, a lesson he learned from his own experience.

Additionally, Stephen discusses the influence of mentors on his success, particularly his father, Leonard Goldberg, and how their wisdom and guidance have shaped his journey.

You will find out how Stephen and his team have used unique hiring techniques, such as an application questionnaire, to attract and retain top talent, ensuring the success of their business.

Stephen's commitment to paying it forward is evident through his charitable efforts, including a donor-advised fund and a desire to provide both financial resources and his time to help those in need.

He also talks about the importance of work-life balance and how it enhances both personal and professional satisfaction.

Stephen shares how he uses negative experiences as incentives for positive change and growth, ultimately leading to his continued success.

You'll also get to know his four-legged friend, Annie, who serves as their office's Chief Canine Officer and contributes to a positive office culture.

And finally, Stephen delves into the driving force behind his work, the gratification he finds in helping entrepreneurs achieve their goals in major life transactions, and his excitement for the future, which includes expanding his companies and achieving a better work-life balance.

Listen now and enjoy!

What You’ll Learn in this Show:

  • The guiding principles for business success
  • The importance of perseverance and diversification
  • The value of mentors and their impact
  • Unique hiring techniques for attracting top talent
  • Paying it forward through charitable efforts
  • Balancing work and personal life
  • Turning negative experiences into positive growth
  • The driving force behind success and the excitement for the future
  • And so much more…




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About the Podcast

Fingerprints On Success
Welcome to “Fingerprints on Success,” the podcast that highlights the distinctive imprints left by influential business leaders, mentors, and thriving entrepreneurs.

Your host is none other than Bill Barrett, an award-winning corporate and business law attorney, and the CEO of Mandelbaum Barrett PC. Join us every week as we explore the captivating stories and insights of a diverse array of serial entrepreneurs, seasoned professionals, inspiring leaders, and accomplished coaches.

Together, we'll uncover the hidden secrets and strategies that have propelled our guests to success in both their professional and personal lives.

At Mandelbaum Barrett PC, Bill and his team have been providing comprehensive legal services to businesses and individuals across the country. Now, they are excited to bring that same level of knowledge and experience to these podcast discussions.

Get ready to be inspired, informed, and motivated. It's time to dive into the stories that have shaped success. Without further ado, let's get to the show!"
Learn more: https://www.mblawfirm.com/

About your host

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William Barrett

Chief Executive Officer and Corporate Law attorney William S. Barrett provides strategic advice to companies and organizations of all sizes from formation to dissolution and every stage in between. He has over 20 years of experience representing a wide range of businesses with a unique focus in mergers and acquisitions. He is known for the personal attention that he gives his clients and the energy he brings to every deal. Bill has a reputation as a deal maker who knows how to be creative and get things done.

Bill often serves the role as outside general corporate counsel to his clients and advises them on issues concerning contracts, employment law compliance, developing policies, executive compensation programs and agreements, as well as business succession and related tax planning. His representative clients include commercial organizations and entrepreneurs in the areas of manufacturing, industry, service, banking, finance, insurance, construction, real estate development, as well as healthcare professionals of varying disciplines and organizations. Throughout his career, Bill has successfully managed the purchase or sale of hundreds of businesses, professional practices and facilities.

In the healthcare space, Bill is well recognized as a transactional lawyer in dental and medical practice transitions, practice sales and purchases, associate buy-ins, start-ups, and the structuring of dental services organizations (DSOs) and management services organizations (MSOs).

He is the author of “Pain-Free Dental Deals: An Entrepreneurial Dentist’s Guide to Buying, Selling and Merging Practices” and “The DSO Decision: Winning Answers from Every Angle.” He has written many articles addressing the legal and business needs of licensed professionals and facilities. He regularly speaks on a wide variety of topics to professional tradeshows, associations, study groups, societies, as well as students and residents at dental schools across the country.