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Episode 44 — Drag-Along, Tag-Along, Options and Agreements with M&A Attorney Mike Stanczyk artwork
The Boardroom Buzz: Grow, Sell, or Exit

Episode 44 — Drag-Along, Tag-Along, Options and Agreements with M&A Attorney Mike Stanczyk

  • S1
  • 1:09:10
  • March 4th 2021

Mike Stanczyk makes time between closings for an encore appearance in The Boardroom. On this occasion, Mike fields shareholder agreement questions. From formal arrangements to napkins to none, hear how preparation and sophistication varies. Don’t feel alone if you find yourself without a proper agreement in place. Learn from others. Have these discussions. Proper agreements are borne from previous poor personal planning. 

You know by now that family business in pest control is a reoccurring theme. Paul gives notice; verbal only arrangements are bad and corporate welfare is worse. Parenting advice uncovers family business trends and inherited titles via surname similarity.

Options are prolific in the tech industry, but Paul asks Mike about their place in pest control. The conversation is peppered with tax implications. Do options have their own tax advantages? Paul recalls when a sale was discovered with derivatives in the balance. You’ll hear how a ‘free and clear title’ isn’t a phrase unique to the auto industry. 

If Patrick wasn’t having a hard enough time keeping up, Mike and Paul play a rhetorical game of tag-along and drag-along. Patrick can be difficult to deal with, but it’s the guest dragging Patrick along this week. 

Following Paul’s judge and jury soapbox last week, what will this week’s legal disclaimer entail? Is Patrick the only one asking who an attorney represents? Should you find yourself calling Mike, remember that he is NOT LegalZoom.

There is more than one takeaway in this public service announcement of an episode. Whether you’re in a family business or not, always remember Mex’s Rule #1: don’t suck at life. 

Co-Produced, Edited, and Mixed by Dylan Seals of hdaudiopost.com‍

The Boardroom Buzz: Grow, Sell, or Exit

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.

Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.

If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.