Podcasts about acquiring

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Best podcasts about acquiring

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Latest podcast episodes about acquiring

The Steve Harvey Morning Show
Business Tips: Holland explains the differences between purchasing a franchise and acquiring an independent business.

The Steve Harvey Morning Show

Play Episode Listen Later Aug 24, 2026 27:53 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMS Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Strawberry Letter
Business Tips: Holland explains the differences between purchasing a franchise and acquiring an independent business.

Strawberry Letter

Play Episode Listen Later Aug 24, 2026 27:53 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMS Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSee omnystudio.com/listener for privacy information.

Best of The Steve Harvey Morning Show
Business Tips: Holland explains the differences between purchasing a franchise and acquiring an independent business.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Aug 24, 2026 27:53 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMS Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Honey I'm Homemaker
Wrestling with Back to School + Where we source, stock, and store all the STUFF in our homes

Honey I'm Homemaker

Play Episode Listen Later Aug 24, 2026 64:10


A lot of us have had a lot of changes in this past week or two-- the back to school season, and we're here to talk all about it! Jayna's going back into the classroom again, and Megan has some big changes too. We'll discuss our apprehensions and goals as we start a fresh new school year and also some pros and cons we've both noticed as (former) teachers of traditional school vs. homeschool. It's a take you might not have heard before!Finally, we end with a fun and VERY PRACTICAL segment all about where we are sourcing the STUFF! Why aren't people talking about this more? It's such a big part of homemaking. Keeping things stocked . . . at a good price . . .where you can find it . . .It's a lot of unseen work we don't often think about. Today we're gonna give you our real life tips and advice for sourcing ALL THE STUFF.Please support our wonderful sponsors:Voetberg Music Academy:Use our code HOMEMAKER25 for 25% off your first month! Join thousands of other families learning music in a like-minded community your children will love to be apart of!Cozy Earth:Head to https://cozyearth.com and use our code HOMEMAKER for an exclusive 20% off.And let them know in the post purchase survey that we sent you!WILD deodorant:Grab 20% off all Wild products using code HOMEMAKER20 at https://shopwildrefill.com/honeyimhomemaker-13?v=1779210804053 - works for new & existing customers for a LIMITED TIME!Not a sponsor, but contact Kendra to place a flower order or sign up for her subscription service!https://www.instagram.com/landons_gardens/Jayna's favorite kids' shoeshttps://amzn.to/4ik1gN8Stick vacuum: https://amzn.to/4zAOgJmWatch our first 3 seasons: https://youtube.com/playlist?list=PLqdjqwDnpIMx_GhVzCWsT4LF-1EsRhwJm&si=8hmyDW0lI4-yWhQ-Please subscribe! You can also find this podcast on Spotify and iTunes!Shop Megan's lifestyle brand FoxSparrow over at www.meganfoxunlocked.comShop Megan's Amazon Storefront: https://www.amazon.com/shop/meganfoxunlockedShop Jayna's Amazon Storefront:https://www.amazon.com/shop/jaynalynnhandmade?ref_=cm_sw_r_apann_aipsfshop_aipsfjaynalynnhandmade_8JT0JHV8AH0KP8VJX5XN&language=en_USSign up for Scribd: (audiobook library): https://www.scribd.com/gitx/a33qb4(If you use this link you'll get a free month trial!)Chairs: https://www.walmart.com/ip/SINGES-Acc...Wallpaper: https://glnk.io/4x0x0/meganfoxunlockedgmailcomUse code MEGAN35Lamp: https://amzn.to/46Dyuy7Mustard throw: (the softest thing you've ever felt!) https://amzn.to/39CgZG2Contact/Collab: meganfoxunlocked@gmail.comP.O. BOX- send us some mail!P.O. BOX 9Akron, PA 17501Follow us on Instagram:Honey I'm Homemaker: https://www.instagram.com/honeyimhomemaker/ Megan: https://www.instagram.com/meganfoxunlocked/Jayna: https://www.instagram.com/jaynaburkholder/Megan's Business: https://www.instagram.com/shopfoxsparrow/Jayna's Business: https://www.instagram.com/jaynalynnhandmade/0:00 Cinnamon-maxing and Day light savings9:57 The death plague12:36 Nesting before baby19:25 Finding out some interesting facts about our listeners23:15 What Jayna is doing at school this year 26:15 Back to School for Megan 30:23 Pros and cons of different schooling33:25 Sheltering our children- good or bad?40:10 Acquiring the STUFF48:39 How we approach cleaning and scents58:35 A 90's tool we can't live without!Some links are affiliate links. Thanks for supporting my channel!Music from YouTube and Epidemic Sound

The MadTech Podcast
Ciaran O'Kane on Nielsen Acquiring DoubleVerify

The MadTech Podcast

Play Episode Listen Later Aug 13, 2026 10:50


In this MadTech Podcast mini special, Ciaran O'Kane of ExchangeWire and FirstPartyCapital joins John Still to discuss Nielsen acquiring DoubleVerify.Under Nielsen, DoubleVerify keeps its brand and remains fairly independent, similar to how IAS has stayed standalone. Given that DoubleVerify's neutrality has been core to advertiser trust, the conversation explores if being owned by a currency provider like Nielsen creates a conflict, or if it strengthens the case for one verified number across measurement and verification.Does the deal give the industry more leverage to set standards that stick? Or will consolidating measurement and verification under one roof reduce the competitive pressure needed to push accuracy and transparency forward?•••0:00 Nielsen acquires DoubleVerify in $2.15bn ad measurement deal0:55 Does the deal make Nielsen an end-to-end media intelligence platform?3:48 What might consolidation do to independent verification?5:31 What does the deal mean for the health of M&A in the industry?8:51 Do the hold co's still have moves to make as they become one-stop shops?

nielsen acquiring ciaran ias john still exchangewire
The Redmen TV - Liverpool FC Podcast
Ronald Araujo Signs For Liverpool & Jeff Bezos Consortium Closing In On Acquiring Stake Of Liverpool FC | Redmen Bitesize

The Redmen TV - Liverpool FC Podcast

Play Episode Listen Later Aug 11, 2026 10:27


Luke brings you the Liverpool latest as Ronald Araujo signs for the Reds & billionaire investors including Jeff Bezos look to be nearing a deal to obtain ⅓ of Liverpool Football Club. Hosted on Acast. See acast.com/privacy for more information.

Hi-Line Today
Insight, Tuesday 8/11/26 - Trevor Mork on Acquiring Grant Funding

Hi-Line Today

Play Episode Listen Later Aug 11, 2026 3:00


With NMB News (repeat from 8/9)

Daily Dvar Halacha
S0769 - Meleches Shabbos - (Klal 38 Siman 9) - Mocheik - 16 - Acquiring Tzarchei Shabbos on Shabbos - 3

Daily Dvar Halacha

Play Episode Listen Later Aug 10, 2026 5:41


Daily Dvar Halacha
S0770 - Meleches Shabbos - (Klal 38 Siman 9) - Mocheik - 17 - Acquiring Tzarchei Shabbos on Shabbos - 4

Daily Dvar Halacha

Play Episode Listen Later Aug 10, 2026 6:26


Sermons from Fostoria Baptist Church
Acquiring a Divine Burden

Sermons from Fostoria Baptist Church

Play Episode Listen Later Aug 9, 2026 38:00


Evangelist Rick Mitchel, Sunday Morning

Hi-Line Today
Insight, Sunday 8/9/26 - Trevor Mork on Acquiring Grant Funding

Hi-Line Today

Play Episode Listen Later Aug 9, 2026 3:00


The Annie Frey Show Podcast
Are Americans Obsessed with Consumerism and Acquiring Stuff? (full show)

The Annie Frey Show Podcast

Play Episode Listen Later Aug 7, 2026 126:12


Are Americans Obsessed with Consumerism and Acquiring Stuff? (full show) full 7572 Fri, 07 Aug 2026 21:15:06 +0000 p896vhlS0WB4ZSKh9NJSBmROp587CiSZ society & culture,news,government The Annie Frey Show Podcast society & culture,news,government Are Americans Obsessed with Consumerism and Acquiring Stuff? (full show) Nothing is more important to this born and raised Illinoisan working mom of four small children than the future of this great country. Annie may be a millennial, but she's far from the caricature. Proving that young people can harness attributes of self-determination, hard work, and true conservatism, Annie loves discussing the latest news and events with people of all walks of life. Don't agree? Great! Love what she's saying? Perfect! The Annie Frey Show is Younger. Smarter. Better. 2024 © 2021 Audacy, Inc. Society & Culture News Government https://player.amperwa

Daily Dvar Halacha
S0768 - Meleches Shabbos - (Klal 38 Siman 7-8) - Mocheik - 15 - Acquiring Tzarchei Shabbos on Shabbos - 2

Daily Dvar Halacha

Play Episode Listen Later Aug 7, 2026 7:17


McNeil & Parkins Show
Andrew Brandt talks Dodgers acquiring Tarik Skubal, impending labor strife

McNeil & Parkins Show

Play Episode Listen Later Aug 3, 2026 16:46


Matt Spiegel and Laurence Holmes were joined by professor and sports business expert Andrew Brandt to discuss the Dodgers acquiring Cy Young-winning left-hander Tarik Skubal and how it could affect baseball's labor negotiations this offseason.

Bernstein & McKnight Show
Katie Woo reacts to Dodgers acquiring Tigers ace Tarik Skubal

Bernstein & McKnight Show

Play Episode Listen Later Aug 3, 2026 18:14


Katie Woo reacts to Dodgers acquiring Tigers ace Tarik Skubal full 1094 Mon, 03 Aug 2026 17:10:44 +0000 mVuDtJe84isgFaeQxzYFMIBVToRvyt79 mlb,sports Rahimi, Harris & Grote Show mlb,sports Katie Woo reacts to Dodgers acquiring Tigers ace Tarik Skubal Leila Rahimi, Marshall Harris and Mark Grote bring a thoughtful, fast-moving approach to Chicago sports, pairing sharp insight with real personality. They break down the day's biggest stories across the NFL, MLB, NBA and college sports, with Chicago always leading the conversation — from the Bears and Cubs to the Bulls, White Sox and more. Known for smart analysis, honest takes and lively discussion, the show offers Chicago fans a well-rounded, informed perspective on everything happening in the city's sports landscape. Catch the Rahimi, Harris & Grote Show live Monday through Friday from 10 a.m. to 2 p.m. on 104.3 The Score or on the Audacy app. © 2026 Audacy, Inc. Sports https://player.amperwavepodcastin

Bernstein & McKnight Show
James Fegan talks White Sox acquiring Luis Castillo, Huascar Brazoban

Bernstein & McKnight Show

Play Episode Listen Later Aug 3, 2026 13:43


James Fegan talks White Sox acquiring Luis Castillo, Huascar Brazoban full 823 Mon, 03 Aug 2026 19:12:25 +0000 feqzqLMTIRsJ195nxii9ej5MxvLAE1Ul mlb,chicago white sox,sports Rahimi, Harris & Grote Show mlb,chicago white sox,sports James Fegan talks White Sox acquiring Luis Castillo, Huascar Brazoban Leila Rahimi, Marshall Harris and Mark Grote bring a thoughtful, fast-moving approach to Chicago sports, pairing sharp insight with real personality. They break down the day's biggest stories across the NFL, MLB, NBA and college sports, with Chicago always leading the conversation — from the Bears and Cubs to the Bulls, White Sox and more. Known for smart analysis, honest takes and lively discussion, the show offers Chicago fans a well-rounded, informed perspective on everything happening in the city's sports landscape. Catch the Rahimi, Harris & Grote Show live Monday through Friday from 10 a.m. to 2 p.m. on 104.3 The Score or on the Audacy app. © 2026 Audacy, Inc. Sports https://player.amperwavep

Acquiring Minds
Acquiring Isn't Always a One-Way Door

Acquiring Minds

Play Episode Listen Later Aug 3, 2026 96:29


Gabriel Cruz Avila bought a $1.4M remodeling business, weathered a divorce and burnout, then sold it two years later. Register for the webinar: The 3 Paths to Franchising for Acquisition Entrepreneurs - Thu, Aug 6 - https://bit.ly/4pY7VOXTopics in Gabriel's interview:Lessons learned from his dad's businessGetting bored in the oil and gas industryJoining ETA Circle in HoustonLeaning on his warehouse management experienceAcquiring a tile and marble companyFailing to dig deep into historical revenueUsing technology to eliminate 2 admin rolesNegative working capital in home remodelsGoing through a divorceBurnout led to selling the businessReferences and how to contact Gabriel:gabriel.cruz.avila@gmail.comLinkedInKaty Tile & MarbleETA CircleGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsThe ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Steve Somers
Acquiring Luis Garcia Jr. is a great start for Brian Cashman

Steve Somers

Play Episode Listen Later Aug 3, 2026 18:26


Acquiring Luis Garcia Jr. is a great start for Brian Cashman as the trade deadline draws closer.

Dale & Keefe
Full Show - 08/03/26: Are the Patriots and Christian Gonzalez Any Closer to Signing an Extension? // How Close are the Red Sox to Acquiring Orioles Catcher Adley Rutschman?

Dale & Keefe

Play Episode Listen Later Aug 3, 2026 169:51


Dale & Keefe
HR 3 - How close are the Red Sox to acquiring Orioles catcher Adley Rutschman?

Dale & Keefe

Play Episode Listen Later Aug 3, 2026 44:23


Jones and Keefe continued to talk about the Red Sox and today's MLB trade deadline. Are the Red Sox interested in Orioles catcher Adley Rutschman?

Joe Giglio Show
Franzke and Morganti React to Phillies Acquiring Luis Arraez

Joe Giglio Show

Play Episode Listen Later Aug 3, 2026 24:03


Hugh Douglas, Scott Franzke, and Al Morganti examine the Phillies' acquisition of Luis Arraez and the resulting defensive shifts. They debate where the batting champion fits in the lineup and whether Bryce Harper should move back to the outfield.

The Steakhouse
Dodgers acquiring Tarik Skubal frustrates Steak

The Steakhouse

Play Episode Listen Later Aug 3, 2026 12:09


Steak Shapiro and Sandra Golden broadcast live from Falcons training camp as the team begins its first day of full-pad workouts. They vent their frustrations over the Dodgers acquiring Tarik Skubal and discuss how it highlights baseball's payroll inequities compared to the NFL. They also recap the Braves' recent sweep of the Nationals and preview upcoming player interviews. 01:01 - Falcons Training Camp Live 04:21 - MLB Trade Deadline Moves 07:23 - Dodgers Inequity Discussion 10:18 - Braves Sweep The Nationals 12:04 - Atlanta Sports Update

McNeil & Parkins Show
Should the Cubs make a push at acquiring Tarik Skubal?

McNeil & Parkins Show

Play Episode Listen Later Jul 30, 2026 13:06


Laurence reacts to the reports that the Cubs are interested in Detroit Tigers starting pitcher Tarik Skubal

SaaS Fuel
409 | Can AI Replace Your Accountant? | Sai Dhanak

SaaS Fuel

Play Episode Listen Later Jul 28, 2026 48:07


In this episode, Sai breaks down why he deliberately chose a services business over pure SaaS, how a human-in-the-loop model creates a defensible moat in a world increasingly disrupted by Claude and ChatGPT, and why acquiring books of business from retiring CPAs is one of the most underrated go-to-market strategies nobody is talking about. He also shares the three categories of SaaS he believes will survive the AI disruption — and why everything else is in serious trouble.If you're building in a high-stakes industry or trying to compete where trust is currency, this episode is essential listening.Key Takeaways4:12 – Guest intro: Sai Dhanak — two exits, four patents, from Caribou to Latch to Deduction4:33 – What shipping early and obsessing over design taught Sai about building products people want5:35 – The connecting thread across cybersecurity, IoT, and service design patents7:00 – Seven years at Latch: What going from seed to IPO really teaches you about scale7:45 – "More money, more problems" — why lean is a feature, not a constraint8:28 – The compounding risk of bad hires at scale8:57 – What Deduction actually does: AI-native H&R Block for a fraction of the price9:33 – Real-time example: How Sai's wife emailed a charitable donation to the AI agent mid-year12:38 – The deliberate bet on services over pure SaaS — and why it was the right call14:07 – The AI SaaSpocalypse: Three types of SaaS that will survive disruption16:27 – How the human-in-the-loop model works operationally (Deduction OS)20:04 – Why Sai left Latch right after the IPO — the mental playbook he was building22:00 – The co-founder advantage: Moving faster because you already trust each other23:33 – The fractional-to-full-time hiring model that built the team efficiently25:17 – The critical fork in the road: Full-stack tax firm vs. selling software to accountants28:00 – Why the B2B SaaS tax market is flooded and the personal accountant market is fragmented29:20 – The personal accountant market: 18B, fragmented, no dominant player except H&R Block32:00 – Why TurboTax and DIY tax software are getting eaten by ChatGPT and Claude30:00 – Email as the primary channel: The internal debate and why async won31:24 – Why email is more enduring than it looks — even for Gen Z32:23 – The trust premium of human touch in an increasingly AI world36:15 – The onboarding call insight: 15 minutes with a human = customers happily working with AI37:57 – Acquiring books of business from retiring CPAs as a go-to-market engine40:57 – The referral flywheel: Emailing taylor@deduction.com directly, no app required41:25 – What Sai would do differently: Start acquiring firms sooner; build partnerships earlier43:40 – Flat architecture, "everyone is a builder," and why the 1-person company is the wrong aspiration45:36 – The most fulfilling part of building a company is always the people46:10 – The question every founder should be asking: Do you love this problem enough to work on it for 10 years?Tweetable Quotes"The most interesting opportunity in the AI era isn't building tools that replace humans. It's building businesses that use AI to make humans dramatically better — while keeping the one thing AI can't provide: trust." — Jeff Mains"AI can process the data. But it can't sign its name to it. Can't sit across from a client and take the blame when things go wrong. That's still you." — Jeff Mains"The intelligence of AI with the trust of a human. That's Deduction." — Sai Dhanak"In an ever-increasingly AI world, the human touch will have an ever-increasing premium." — Sai Dhanak"People don't want to sit in front of a chat box doing their taxes. The whole point of having an accountant is so you can go do something else." — Sai Dhanak"More money, more problems. When you're lean and scrappy, you stay focused. Raise too much capital and focus becomes exponentially harder." — Sai Dhanak"Do you love this problem enough to still be working on it in 10 years? Not the trend — the problem." — Sai Dhanak"Every founder, when asked what the highlight was, says the same thing: bringing on amazing people who are now my friends." — Sai Dhanak"Trends fade. Trust doesn't." — Jeff MainsSaaS Leadership Lessons1. The three types of SaaS that survive AI disruption Sai identified a clear framework early: the only SaaS that holds value long-term are (1) businesses with hardcore integration moats you can't vibe-code (like Stripe), (2) ledgers and systems of record that are structurally difficult to disrupt, and (3) anything that requires a human liability backstop. If your SaaS doesn't fit one of those three, it's at risk.2. The human in the loop is a competitive moat, not a limitation Rather than chasing full automation, Deduction deliberately built a model where licensed tax professionals review, verify, and sign off on AI-generated work. That signature requirement — mandated by the IRS — is baked-in defensibility. In high-stakes industries, the human backstop isn't a workaround. It's the whole product.3. Ship early, obsess over design Going back to his first company, Caribou (sold to Mattel), Sai learned two lessons that still guide him: launch before you're ready to get real feedback fast, and invest heavily in design and experience. In an AI world where anyone can build anything, experience is what differentiates.4. Lean is a feature, not a constraint After watching Latch raise hundreds of millions of dollars and experience the chaos that came with it, Sai deliberately built Deduction as a lean, flat organization. The goal isn't a one-person billion-dollar company — it's high margins with a small team that can move fast, maintain quality, and stay culturally tight. Every hire matters exponentially more in a small company.5. Choose your channel based on operational reality, not trend The decision to lead with email over chat or SMS wasn't a legacy move — it was a strategic one. Email's async nature gave Deduction manageable response windows as an early-stage company while also matching the customer expectation: "I hired an accountant so I don't have to sit and do this myself." Build for your operational reality first, then open faster channels as you can guarantee the experience.6. Acquire instead of just acquiring customers One of Deduction's most powerful go-to-market moves is buying books of business from retiring CPAs. The market for small accounting firms is fragmented and surprisingly liquid — entire websites are dedicated to the sale of these practices. Instead of competing cold for customers, Deduction inherits trusted relationships already built. It's an asymmetric growth lever that most founders never consider.Guest Resourcessai@deduction.comhttps://deduction.com/www.linkedin.com/in/saayujhttps://x.com/SaiDhanakEpisode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/https://jeffmains.com/books/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

The Thoughtful Entrepreneur
2466 - Transforming Community Living Through AI Virtual Concierges and Digital Innovation with Unitify's Ilia Sotonin

The Thoughtful Entrepreneur

Play Episode Listen Later Jul 26, 2026 17:54


The Digital Transformation of Real Estate: Modernizing Property Management and Strategic Roll-Ups with Ilia SotoninIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Ilia Sotonin, the Founder and CEO of Unitify, to examine the operational friction and technological gaps stalling growth within the traditional real estate sector. Ilia, an innovative software builder and real estate technology architect, details how legacy property management firms—often reliant on manual paper workflows and outdated spreadsheets—can eliminate administrative drag and maximize asset valuations. This conversation delivers an essential strategic playbook for property managers, real estate investors, and SaaS founders who want to leverage digital-first resident communication, implement AI-driven concierge automation, and execute high-yield roll-up strategies across fragmented regional markets.The Asset Optimization Architecture: Digitizing Resident Relations and Executing Tech-Enabled Roll-UpsThe primary bottleneck preventing traditional property management companies from scaling their profit margins is an outdated reliance on manual administrative tasks and disjointed communication channels. Ilia Sotonin explains that property management is fundamentally a hospitality business, yet many legacy operators treat resident interactions as purely transactional, resulting in delayed rent collections, high tenant turnover, and diminished asset value. By replacing manual paperwork with comprehensive SaaS platforms and mobile resident applications, property managers can streamline payment collection, boost on-time payment metrics from 80% to 95%, and provide real-time transparency for maintenance requests. Lowering the barrier to entry through accessible software platforms allows mid-market operators to modernize their operations immediately, transforming routine building management into a high-satisfaction resident experience.To capture market share rapidly in a conservative, aging industry where many business owners lack clear succession plans, forward-thinking leaders must combine proprietary software platforms with strategic corporate roll-ups. Acquiring traditional property management companies across high-growth regional markets allows tech-driven firms to acquire existing real estate portfolios and instantly digitize their back-office operations. By replacing inefficient administrative workflows with centralized AI support agents, property management platforms can double operating margins, scaling EBITDA from typical 10–15% benchmarks up to 30%. This systematic modernization protects the underlying real estate asset while creating a highly efficient, scalable infrastructure that appeals to institutional buyers and private equity investors alike.Furthermore, future-proofing real estate portfolios demands that executive teams embrace emerging AI tools and automated building robotics as core components of their long-term operational strategy. Deploying virtual support concierges to handle routine resident inquiries frees up human capital to focus on strategic community development, high-level vendor negotiations, and portfolio acquisition. As automated building systems and smart hardware continue to evolve, centralized digital platforms will coordinate physical maintenance and facility operations seamlessly. When real estate leaders combine resident-centric technology, aggressive acquisition frameworks, and automated operational software into a single unified architecture, they remove growth friction, protect asset yield, and predictably multiply enterprise valuation.About Ilia SotoninIlia Sotonin is the Founder and CEO of Unitify, a prominent real estate technology pioneer, and an expert in digital property management systems. Drawing from a deep background starting in local homeowners association management and expanding into international SaaS platforms, Ilia specializes in solving operational inefficiencies across the real estate landscape. He is an active private pilot, sailor, and visionary founder dedicated to helping property managers and real estate investors modernize legacy operations, deploy AI concierges, and execute high-margin corporate acquisitions.About UnitifyUnitify is an elite property management SaaS platform and real estate technology ecosystem engineered to streamline operations for property managers, community associations, developers, and residents. The platform specializes in providing automated payment collection, digital resident mobile applications, AI-powered virtual concierges, and centralized facility management tools. Through an accessible software model and an active corporate acquisition strategy targeting traditional management firms across the United States, Unitify enables real estate operators to eliminate administrative debt and maximize portfolio profitability.Links Mentioned in This EpisodeUnitify Official Website: unitify.comIlia Sotonin on LinkedIn: linkedin.com/in/iliasotoninKey Episode HighlightsThe Resident-First Hospitality Model: Shifting property management metrics to prioritize resident communication, raising on-time payment rates up to 95%.The Strategic Real Estate Roll-Up: Acquiring traditional, aging property management firms and deploying SaaS architecture to double operating EBITDA.AI-Powered Virtual Concierges: Utilizing artificial intelligence to handle routine resident inquiries, reducing contact center overhead while improving response times.Operational Scale in Fragmented Markets: Leveraging centralized digital platforms to manage smaller real estate portfolios profitably without adding administrative headcount.The Future of Automated Facilities: Preparing real estate operations for centralized software platforms that coordinate smart building hardware and physical automation.ConclusionThe conversation with Ilia Sotonin reinforces that the future of property management belongs to leaders who combine human-centric hospitality with data-driven software architecture. By standardizing internal digital workflows, executing strategic business roll-ups, and deploying AI-driven communication tools, property managers and real estate investors can convert traditional, hands-on operations into highly structured, self-sustaining corporate assets.More from The Thoughtful Entrepreneur

The Cook & Joe Show
Pirates fans weigh in on if this is a playoff team

The Cook & Joe Show

Play Episode Listen Later Jul 21, 2026 13:41


The Angels fired a scout earlier this year for filming the Rockies and was dubbed "the baseball spy" during a broadcast to steal signs. Acquiring top bullpen arms provides length and it moves pitchers down their pecking order. 

The Cook & Joe Show
12PM - Jeff Passan predicted six players who are the 'best fits' for the Pirates; Pirates fans weigh in on if this is a playoff team

The Cook & Joe Show

Play Episode Listen Later Jul 21, 2026 38:58


Hour 3 with Jeff Hathhorn: Jeff Passan predicted six players who are the "best fits" for the Pirates. He believes there is a 40% chance that Mason Miller is traded. Luis Arraez is considered a fit. None of CBS Sports' analysts have the Pirates making the playoffs. Acquiring top bullpen arms provides length and it moves pitchers down their pecking order. 

The Private Equity Podcast
Building Professional Services Firms for Growth: Private Equity, Acquisitions and AI

The Private Equity Podcast

Play Episode Listen Later Jul 21, 2026 29:16 Transcription Available


In this episode of The Private Equity Podcast, Alex Rawlings speaks with Zachary Darrow, Chief Executive of Darrow Everett and leader of the firm's Private Equity and Securities Practice Group.Zachary shares how Darrow Everett grew from a real estate and finance boutique into a full-service law firm with eight offices across the East Coast. He explains how the firm navigated the global financial crisis, the pandemic, client losses and changing interest rates by diversifying its services and pursuing strategic acquisitions and team lift-outs.The conversation explores why integration is often the hardest part of professional-services acquisitions and how treating employees as a second group of clients can improve talent attraction, retention and performance.Zachary also discusses Darrow Everett's data-led approach to business development, including measuring conference ROI, producing targeted digital content and ensuring marketing activity reaches genuine decision-makers.Alex and Zachary examine the growing intersection between private equity and legal services. They discuss the regulatory barriers to outside investment in law firms, the potential role of managed service organisations and how private equity could provide the capital and operational expertise required to modernise the sector.Finally, Zachary explains how Darrow Everett is adopting AI. Current use cases include reviewing large volumes of litigation data, identifying potential omissions in legal documents and improving internal workflows—while maintaining human oversight and professional accountability.Key Takeaways• Build professional-services firms as businesses, not simply collections of practitioners.• Successful acquisitions depend on fast, thoughtful cultural and operational integration.• Founders should prepare their infrastructure, legal documentation and financial reporting before pursuing investment or an exit.• Marketing activity should be assessed through measurable returns rather than tradition.• AI can enhance legal analysis and productivity, but its output must still be checked by experienced professionals.• Private equity could unlock significant growth within legal services if regulatory and ethical concerns are properly managed.Timestamps00:00 – Introduction to Zachary Darrow01:00 – Building a business that happens to be a law firm01:31 – Navigating the global financial crisis02:28 – Diversification, marketing and acquisitions03:25 – Lessons from team lift-outs and firm acquisitions04:49 – Acquiring people-centric professional-services businesses05:12 – Treating employees as a second client group07:01 – Modernising legal-sector business development07:58 – Measuring conference and sponsorship ROI08:55 – Content-led digital marketing11:48 – Lessons from advising founders and investors12:01 – Why founders must prepare earlier13:57 – “Make-ready” work before raising or selling14:56 – Chief Outsiders16:22 – Private equity's opportunity in legal services17:20 – Alternative business structures and MSOs18:18 – Solving law firms' capital constraints20:17 – AI investment and transformation21:15 – Darrow Everett's adoption of legal AI24:01 – AI use case: reviewing large datasets25:29 – AI use case: strengthening legal documents27:24 – Zachary's recommended reading28:22 – How to contact Zachary DarrowRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

Acquiring Minds
Acquiring a $7m Niche Marketing Agency with 50 Employees

Acquiring Minds

Play Episode Listen Later Jul 16, 2026 82:21


Rob Belk networked his way to "the most caffeinated guy in town" searching for a local business — then found it online. Register for the webinars:From Working IN the Business to ON the Business: How Owners Make the Transition - TODAY!! - https://bit.ly/4aKP3fYDon't Rush: How to Prepare for a Quality of Earnings Report - Tue, Jul 21 - https://bit.ly/4feY1DPTopics in Rob's interview:Geographic search in the Triad of North CarolinaNetworking with local business ownersFinding a business through AxialBuying a marketing and consumer research agencyHis choice to stay out of the weedsBringing in a consultant (maybe too) earlyHow his agency intersects with the tradesStructuring a 50% earnoutConsensus-based leadership styleFinding clients through SubstackReferences and how to contact Rob:LinkedInSales FactoryAdam Duggins on Acquiring Minds: How to Build a Holdco of 4 Blue Collar Businesses in 10 YearsJoe Soelberg on Acquiring Minds: Buying Small to Then Buy Larger $1m SDEBryan Houck on Acquiring Minds: 4th Time's the Charm: 3 Broken Deals to Buy a Great BusinessScott Alexander on Acquiring Minds: Rebuilding from 80% Collapse to Mid 7 Figures Revenue Rob's 10-page Search LearningsGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact jenny@aspenhr.comGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Mackey & Judd w/ Ramie
JHS: Path to acquiring Dylan Larkin impacted by Steve Yzerman stepping down as Detroit Red Wings GM?

Mackey & Judd w/ Ramie

Play Episode Listen Later Jul 15, 2026 31:40


Surprise news out of Detroit as Steve Yzerman is announced to be stepping down from the GM position, what does this mean for Bill Guerin and the Wild who have had their sights set on the Red Wings captain for awhile now. Judd and AJ explore the possible roles ahead and whether this is a positive or negative for the Wild as they still look to add the 29-year old center.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millionaire University
The Delivery Business Giving Wineries, Ranchers, and Food Banks an Alternative to Amazon (Part 2/2)

Millionaire University

Play Episode Listen Later Jul 15, 2026 29:20


#993 Capital, capital, and capital — that's what Adam Haber says it takes to build a business, and in part 2 of this two-part episode, he doesn't hold back on the hard truths. Adam, co-founder and CEO of Trellus, returns to Millionaire University to talk AI's role in logistics-heavy businesses, why he believes the market will eventually narrow to just a few dominant AI players (much like the auto industry and dot-com boom before it), and how to know when — and where — to expand to a new location. He shares his hiring philosophy of prioritizing kindness over resume lines, why he refuses to keep a toxic employee around no matter how hard it is to let them go, and the real story behind Trellus almost shutting down before finally finding its footing. Adam closes with the one question he wishes more interviewers would ask founders: what was your biggest setback, and how did you handle it? What we discuss with Adam: + AI as a tool, not a replacement + Predicted AI market consolidation + Lessons from the dot-com boom + When to expand to new locations + Asset-light vs. asset-heavy expansion + Delegating and trusting partners + Why toxic employees must go fast + Hiring for kindness over resume + Acquiring early customer evangelists + Capital as the top startup priority Thank you, Adam! Check out Part 1 of this episode. Check out Trellus at ⁠ByTrellus.com/Delivery⁠. Follow Adam on ⁠LinkedIn⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

SKOR North Hockey
Path to acquiring Dylan Larkin impacted by Steve Yzerman stepping down as Detroit Red Wings GM?

SKOR North Hockey

Play Episode Listen Later Jul 15, 2026 28:00


Surprise news out of Detroit as Steve Yzerman is announced to be stepping down from the GM position, what does this mean for Bill Guerin and the Wild who have had their sights set on the Red Wings captain for awhile now. Judd and AJ explore the possible roles ahead and whether this is a positive or negative for the Wild as they still look to add the 29-year old center.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#TeamPXY On Demand
Acquiring Titles (Phone Call)

#TeamPXY On Demand

Play Episode Listen Later Jul 15, 2026 6:38


PXY Mornings w/ Moose and Breezy! 9AM Hour: Can you call yourself a parent if you've never been there as a parent? Rick won't be able to walk his step daughter down the aisle on her wedding day.

#TeamPXY On Demand
Acquiring Titles

#TeamPXY On Demand

Play Episode Listen Later Jul 15, 2026 3:42


PXY Mornings w/ Moose and Breezy! 9AM Hour: This Mother referred to her step father as her father throughout her life, after he raised her. She now has a kid, she says her child will never refer to her step father, Rick, as grandpa. Do we earn our titles or are they given by DNA?

The InFluency Podcast
524. Do you need to reduce your accent? What that really means

The InFluency Podcast

Play Episode Listen Later Jul 14, 2026 13:06


In this episode, I'm breaking down the real difference between three things people often confuse: 1: Reducing an accent 2: Acquiring a new accent 3: Speaking with clear, predictable pronunciation. I'll share my story, why "accent reduction" is actually a myth, and what really matters, depending on your personal goals. If you want to work on your pronunciation with me, join my FREE Pronunciation Masterclass, where I teach you the elements they don't cover in conventional English studies. The ones that actually make your speech clear, expressive, and confident: https://bit.ly/4cUif4r

Leading the Way with Jill S. Robinson
One-and-Done: Why 90% of Arts Audiences Never Come Back

Leading the Way with Jill S. Robinson

Play Episode Listen Later Jul 14, 2026 35:28


Look at almost any arts and cultural database and one segment towers over the rest. At TRG, we call them Tryers: people who came once and never came back.  This group makes up more than 90% of most databases, regardless of region or business model. As the team puts it, that's the hole at the bottom of the bucket. You can pour new audiences in all year, but if they keep flowing straight out, you never get ahead. Acquiring a first-time attender is expensive, yet our field has historically focused far more on attracting new audiences than keeping them. In this episode, the TRG team explores why retention starts long before the curtain rises, how small moments before and after a visit shape future behavior, and why timely invitations, thoughtful loyalty strategies, and early offers are far more effective than last-minute discounts. Underneath it all is a bigger leadership question. Arts organizations need renewable, "count-on-able" income to support artists, staff, and their mission year after year. That doesn't come from constantly replacing first-time attenders, it comes from building stronger relationships with the people who have already said “yes.” What you'll take away: Who Tryers are, why they make up more than 90% of most databases, and why most never return. Why acquiring new audiences won't solve your long-term revenue challenge. Why 75–85% of first-timers never come back, and why most organizations don't know if it's happening to them. Why audience retention starts the moment someone books, not after they attend. The one audience metric every leadership team should be tracking.

Monday Morning Mojo
Episode 757 - You're Already the CEO: Are You Leading Like One?

Monday Morning Mojo

Play Episode Listen Later Jul 6, 2026 11:50


In the first episode of the Summer School series, Phil challenges professionals to adopt the mindset that separates top performers from the rest: thinking like a CEO. Regardless of your title, you're running a business within a business, and success depends on leading it with intention. In this episode, Phil outlines seven essential questions every advisor, entrepreneur, and business leader should answer to define their mission, identify their ideal clients, market their value, and build a sustainable business that creates lasting impact. If you're ready to stop drifting and start designing the future of your practice, class is officially in session. Resources: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com   Transcription: Top performers in every field surround themselves with those who inspire them, who seek to build them up, and who push them to reach beyond their current limits. I'm Phil Buchanan, Executive Chairman of Canon Financial Institute. I designed Monday Morning Mojo to provide you with a weekly spark, a push, and motivational insight to live your best life. Thanks for joining. Good Monday morning, Canada Nation. It is Phil here with episode 755 of Monday Morning Mojo. Throughout the month of July, we're headed back to school. Not the kind of school with desk, textbooks, and final exams. We're talking about the kind of learning that can transform careers, elevate businesses, and ultimately change lives. I'm calling this the Monday Morning Mojo Summer School. And each week in the month of July, we're going to tackle a different lesson that every exceptional business leader, be them a wealth management professional or entrepreneur, should master. Today's lesson is simple, but it may be the most important one of the entire series. You are the CEO of your business. Now, I know what some of you are thinking. Phil, I'm not a CEO. I work for a bank. I work for a trust company. I'm part of a family office. I manage advisory relationships. I counsel clients. Now, all of that is true. But regardless of your title, every one of us operates a business within a business. Now, the elite professionals understand this. The average professionals ignore it. Elite performers think like owners, and owners think like CEOs. So let's head into today's summer school lesson. CEOs are responsible for the business thesis. Now, every successful company begins with a simple question. Why does this business exist? That's the business thesis. What problems are we solving? Who are we serving? Why should someone choose us? Look at any great company and you'll find a very clear thesis behind it. The same should be true for you. If I ask you right now, what is your professional business thesis? Could you answer in a simple one-sentence explanation? Not your firm's mission statement, not a generic value proposition, your thesis. For example, I help closely help business owners transition wealth and leadership successfully across generations. Or I help affluent families reduce complexity and increase confidence in every aspect of their financial lives. That is a thesis. Now, many professionals spend years working hard without ever defining exactly what business they're in. CEOs can't and don't make that mistake. Before they build a company, they define the mission. Before you build your business, you should define yours. Lesson 2, what type of business will you build? Once you've established your thesis, the next question is simple. What type of business are you trying to create? Now, many professionals drift throughout their careers, accepting whatever opportunities arrive. CEOs intentionally do not drift. They design. Do you want a highly specialized advisory practice? Do you want a multi-generational family office business? Do you want to become the leading advisors to entrepreneurs in your market? Do you want a smaller number of relationships or a larger number of smaller relationships? There is no right answer. That's the beauty of this business. But the value is in your clarity. The future you're building today is being shaped by the decisions you're making right now. Every client you accept, every niche you pursue, every referral source you cultivate, every hour you spend, all of it is either helping build your intended business or helping build someone else's vision. CEOs don't leave that to chance. Neither should you. Lesson 3, who are your target clients? One of the greatest mistakes professionals in any business makes is trying to serve everyone. When you try to be relevant to everyone, you become memorable to no one. The most successful businesses in the world know exactly who they serve. You should too. Who is your ideal client? What is the type of client that has issues and has challenges in their lives that cause them to search for someone with your expertise? What opportunities excite your ideal client? What obstacles frustrate them? What stages of life are they navigating? What decisions are weighing on them? The more clearly you define your audience, the easier it becomes to create value. The advisor who specializes in business owners thinks differently than the advisor who specializes in retirees. The family office professional serving ultra-high-net-worth families faces different challenges than the private banker focused on emerging wealth. Specificity creates relevance. Relevance creates trust. Trust creates multiple opportunities. Lesson #4, what services do your ideal clients need? Now here's a critical distinction. Don't, and I mean never, start with your services. Start with your clients. Too many professionals lead with what they want to sell. CEOs focus on what clients need to buy. What keeps your ideal clients awake at 2 A.m.? Is it succession planning, asset protection? tax complexity, family dynamics, charitable planning, a business transition, wealth transfer, risk management. Your value grows when you become a solution to meaningful problems. The deeper your understanding of client needs, the more indispensable you become. Remember this, clients don't buy products and services. They are buying outcomes. They are buying confidence. They are buying clarity. They are buying peace of mind. Lesson 5, how will you market your value? To be brutally honest, many talented professionals struggle here. Not because they're incapable. Rather, they've convinced themselves that marketing is someone else's job. CEOs know better. Marketing is not advertising. Marketing is helping people understand the value you create. It's your visibility. It's your reputation. It's your voice. It's your willingness to educate and engage. Today's marketplace rewards expertise that can be found, that can be searched for, that is digital and identifiable. Write articles. Host education events, create content, speak at industry gatherings, build relationships in your community, share your insights generously. When people consistently associate your name with expertise, opportunities begin to find you. Marketing is not about self-promotion, it's about value promotion. Lesson #6, what's your go-to-market strategy? Great ideas are useless without execution. Again, every CEO knows this. That's why they develop a go-to-market strategy. How will opportunities become relationships? How will relationships become clients? How will clients become advocates? What's your process? What referral sources are you cultivating? What centers of influence are important to your growth? How frequently are you engaging your community of practice? How intentional are you being? Growth rarely, if ever, happens, certainly on a sustainable business by simple chance or accident. Great businesses execute a deliberate plan. Great professionals do the same. Lesson #7, how will you service clients once they arrive? Perhaps the greatest CEO lesson of all time. Acquiring clients is important. Keeping clients is essential. What happens after someone chooses to work with you? Do they receive a deliberate onboarding process? Do they communicate proactively? Do you create clear service expectations? Exceptional service creates loyalty. Loyalty creates retention. Retention fosters referrals. And of course, referrals help accelerate growth. And then suddenly, one day, you realize you've built something sustainable instead of something dependent solely upon constant prospecting. The best businesses in the world don't just attract clients. They create advocates. Your practice should do the same. As we wrap up today's summer school lesson, I want to leave you with a challenge this week. Carve out 30 uninterrupted minutes. Grab a notebook, silence your phone, and answer these seven questions. Number one, what is my business thesis? Number 2, what type of business am I building? Number 3, who are my ideal clients? Number 4, what problems do they need solved? Number 5, how will I market my value? Number 6, what is my go-to-market strategy? And #7, what is my client servicing model? Because whether you've realized it or not, you're already the CEO of your own business. The only remaining question is, are you running it intentionally? Ladies and gentlemen, summer school is officially in session, and until next week, class is dismissed. Monday Morning Mojo is a production of Cannon Financial Institute. Executive producer of Monday Morning Mojo is Sarah Jones. Editing and mixing is done by Danny Brewer. Until next time, I'm Phil Buchanan, reminding you to be a force for good. Have a great week, and thanks for being part of the Mojo community.  

The Midday Show
Portland may not be done after acquiring Ja Morant

The Midday Show

Play Episode Listen Later Jun 30, 2026 12:44


Andy and Randy talk about big names possibly changing locations in the NBA, and which teams aren't really improving despite roster turnover.

Doug & Wolf Show Audio
Hour 4: Could the Phoenix Suns make more trades after acquiring a first-round pick?

Doug & Wolf Show Audio

Play Episode Listen Later Jun 30, 2026 42:40


Luke and John Lund discuss if the Phoenix Suns could make more trades after acquiring a first-round pick and former Arizona Diamondbacks pitcher Josh Collmenter joins the show.

The Triple Threat
Acquiring those EXPLOSIVE Plays for the Houston Texans that have been Missing..!

The Triple Threat

Play Episode Listen Later Jun 30, 2026 10:59


How do the Texans get the explosive plays that are missing??

The Triple Threat
[Homer] Mike Burrows on the Bump for Astros/Twins Game 2! + T-Mil's Tuesday BEST BETS! (Hour 4)

The Triple Threat

Play Episode Listen Later Jun 30, 2026 39:47


The fellas preview Tuesday night's 'Stros game-Homer Mike BURROWS on Bump for Astros vs Twins game #2 of the series! + Kawhi Back to CANADA! NBA moves go wild Tues. afternoon; Also, the guys discuss Acquiring those EXPLOSIVE Plays for the Texans that have been Missing! AND- T-Mil's BEST BETS! 3 MLB Picks for Tuesday Action!$!$

Last Minute Blues Podcast
Doug Armstrong weighs in on acquiring Mason McTavish and the Blues' new first-rounders

Last Minute Blues Podcast

Play Episode Listen Later Jun 27, 2026 16:02


Doug Armstrong dives into his last draft as general manager of the Blues with Alex Ferrario, Donnie Fandango and Chris Kerber. St. Louis' president of hockey operations specifically reviews how Mason McTavish became a priority target.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Cook & Joe Show
What the Hoffmann Family told Pittsburgh after acquiring the team

The Cook & Joe Show

Play Episode Listen Later Jun 25, 2026 25:29


Geoff Hoffmann is hopeful that Mario Lemieux will be involved with the Penguins. Jeff Hathhorn said that Lemieux doesn't want to be involved day-to-day but wants to feel welcome at games and come when he wants. Mario disappeared with Fenway. Geoff Hoffmann said this is not an investment and they will do everything for the Penguins to win in Pittsburgh.

The Cook & Joe Show
1PM - What the Hoffmann Family told Pittsburgh after acquiring the team; Jeff Hathhorn thinks Pirates need to bring in two bullpen arms

The Cook & Joe Show

Play Episode Listen Later Jun 25, 2026 38:24


Hour 4 with Joe Starkey and Jeff Hathhorn: Geoff Hoffmann is hopeful that Mario Lemieux will be involved with the Penguins. Jeff said that Lemieux doesn't want to be involved day-to-day but wants to feel welcome at games and come when he wants. Mario disappeared with Fenway. Geoff Hoffmann said this is not an investment and they will do everything for the Penguins to win in Pittsburgh. Jeff Hathhorn thinks Kyle Dubas is going to try and be active to acquire a star. Jeff thinks the Pirates need two bullpen arms

Dale & Keefe
Thoughts on the Miami Heat after acquiring Giannis

Dale & Keefe

Play Episode Listen Later Jun 23, 2026 11:05


Jones and Keefe discuss the package deal that the Bucks and Heat acquired from this trade. Jaylen Brown played well without Tatum, why does he get this type of treatment? Will the Heat be contenders after this move?

Catholic Classics
Day 10: Identity Begins with God

Catholic Classics

Play Episode Listen Later Jun 17, 2026 19:15


What does it mean to know who we are in light of who God is? Fr. Gregory and Rebecca begin our entry into the Spiritual Maxims by exploring identity, baptism, adoration, and the spiritual battle at the heart of the Christian life. Today, we read Part 3: Intro to Spiritual Maxims, Necessary Practices for Acquiring the Spiritual Life, and How We Must Adore God in Spirit and in Truth. To get your copy of the complete reading plan, visit ascensionpress.com/catholicclassics

The Successful Bookkeeper Podcast
EP536: Melissa Broughton - Buy Before They Close: Acquiring Bookkeeping Firms The Smart Way

The Successful Bookkeeper Podcast

Play Episode Listen Later Jun 16, 2026 37:15


See what the team at The Successful Bookkeeper has on right now → Melissa Broughton, founder of Busy Bee Advisors in Sacramento, has built a bookkeeping firm that grows not just through referrals and marketing, but through strategic acquisition of other bookkeeping practices. In this episode, she pulls back the curtain on her complete acquisition process — from finding firms before they shut their doors, to vetting the financials, to integrating clients without losing them. If you've ever wondered whether buying a book of business could be part of your growth plan, Melissa's experience — including the deals that went sideways — is exactly what you need to hear. Chapters [00:00] Cold open teaser [01:15] Melissa's growth journey since last episode [05:30] Launching an online bookkeeping course [09:00] How the acquisition strategy began [12:30] The 70% rule and the water test [17:00] Vetting financials and avoiding pitfalls [21:00] What makes a firm attractive to buyers [25:30] Client integration and transition lessons [30:00] Reading the seller's personality [33:30] Capacity, formulas, and skipping brokers How Melissa Got Into Acquisitions It started with a pattern Melissa kept hearing from tax professionals: a bookkeeper with a thriving practice would simply close up shop, send clients a farewell letter, and leave them scrambling. "There were bookkeepers who had successful, thriving practices and they just decided to retire — they just closed their doors." That gap between a bookkeeper ready to walk away and clients who still need service looked like an opportunity. The goal became getting in front of those owners before they pulled the plug. The 70% Rule and Other Benchmarks Melissa's core filter is straightforward: would the acquisition still be profitable if you only kept 70% of the clients? "We look at, is the business still profitable if you only retain 70% of their business? That's our benchmark." She calls it the "water test," and a surprising number of potential deals don't pass it. She also looks at minimum client roster size, client interaction levels, software alignment (her firm runs exclusively on QuickBooks Online), and whether all clients are under a signed contract. A book of business built on handshakes and mixed software platforms is a much riskier buy than it appears on paper. Vetting the Financials — Don't Take It as Gospel Because bookkeepers are numbers people, Melissa says they're actually well-positioned to do the kind of financial scrutiny most buyers skip. "Ask for proof of those deposits. Make sure that the income lines up." She requests bank statements alongside tax returns, digs into payroll breakdowns, and checks lease agreements — because taking on a seller's remaining lease obligations can quietly sink a deal. She also warns against letting a seller's likability cloud the numbers: "Nice has nothing to do with it." Integration: What Makes or Breaks the Transition The smoothest acquisition Melissa ever completed involved an owner who was fully ready to walk away and sent a clean, brief handover note to clients. The hardest ones involved sellers who couldn't really let go. "We generally will not have the owners stay on — I can only think of two situations where we've had the owners stay on, and I will say I regretted it both of those times." For every acquisition, she brings on extra team support and deploys what she calls a "client whisperer" — a trusted admin who calls each new client, makes the introduction, and asks the question most people avoid: what did your previous bookkeeper do that drove you crazy? What Sellers Should Know Melissa also flips the conversation for bookkeepers thinking about eventually selling their practice. The three biggest value drivers in her eyes are: signed contracts with every client, a reasonable level of ongoing client communication (not too hands-off, not so personal that clients will leave when you do), and consistent use of mainstream software. She also recommends having payment on file rather than invoicing after the fact — both as a business practice and because it signals a well-run, collectible revenue stream to any buyer. Starting negotiations, Melissa uses a 1.25x multiplier on receivables as a baseline and works from there. Links Mentioned Busy Bee Advisors: busybeeadvisors.com Contact Melissa directly for her acquisition formula and checklist — email will be in the show notes The Successful Bookkeeper: thesuccessfulbookkeeper.com Pure Bookkeeping: purebookkeeping.com About Melissa Broughton Melissa Broughton is the founder and owner of Busy Bee Advisors, a fully remote bookkeeping firm headquartered in Sacramento, California, with team members spread across the United States. She has built and sold businesses across multiple industries and has applied those lessons to growing her bookkeeping practice through strategic acquisitions. In 2024, she launched an online course to help aspiring bookkeepers start their own businesses; by August 2025, more than 3,500 people had completed it. Melissa is a returning guest on The Successful Bookkeeper podcast. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

M&A Science
The Real Work Behind the Close: When Judgment Beats the Checklist

M&A Science

Play Episode Listen Later Jun 11, 2026 57:10


Brent Baxter, Sam Delestienne, Steve Hoffman, John Strenger, and Matt Melsen Winning a banker-run auction at 5% under the highest bid. Closing a deal when co-sellers have not spoken in months. Getting through 22 countries of employment complexity with a client who refused to work with EOR providers. Acquiring a Netherlands-based public company and discovering the due diligence documents were in Dutch. These are the problems that no playbook prepares you for. Four corp dev professionals share how they handled them, and what it cost when they got it wrong. What You'll Learn  How to win a competitive auction when you're not the highest bidder What seller conflict at the closing table looks like (and how to get a deal back on track) When an employer of record works in a cross-border carve-out and when it creates permanent establishment risk Why management trust in the buyer can outweigh the highest bid number What a first European acquisition actually costs in compliance, legal, and cultural surprises If you're running deals where the numbers are right but the relationship isn't, or you're in a market you haven't operated in before, DealPilot, powered by M&A Science, connects you with advisors who have closed deals in exactly that situation. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom just launched the only MCP server built for Buyer-Led M&A™ — so your AI and your deal data finally work together. Connect Claude, ChatGPT, or Copilot directly to DealRoom and let your AI read your pipeline, analyze due diligence documents, and automatically write findings back.  See for yourself: dealroom.net/mcp ____________________ Episode Chapters [00:00] Intro [03:12] Partners who came to blows over valuation [03:37] The closing table walkout [05:47] Every deal craters on Friday [07:54] Why managing emotions is the hardest job after LOI [13:30] A door blows off an Alaska Airlines jet mid-process [16:00] Winning at $15M under the highest bid [18:23] Trust and reputation as deal currency [23:09] The "baby ugly" lesson [25:06] Preempting banker processes [32:14] What EOR is and when it works [33:52] Permanent establishment risk with C-level hires [34:48] CBA compliance across 22 countries [40:38] First European cross-border acquisition [42:38] Dutch documents and data residency surprises [46:20] Why in-person matters more in Europe [50:38] The $100M tax exposure that was not real [55:57] Outro

The Valenti Show
The People Chime In On The Pistons Potentially Acquiring A Big Man Shooter

The Valenti Show

Play Episode Listen Later Jun 9, 2026 7:48


Mike and Rico seek the opinion of the people on their Pistons conversation.

Wholesaling Inc with Brent Daniels
WIP 2011: He Started With Cold Calls Now He Has 1,000 Rental Units

Wholesaling Inc with Brent Daniels

Play Episode Listen Later Jun 8, 2026 40:36


Gal Shmukler moved from Tel Aviv to Austin, Texas with his back against the wall, working as a personal trainer. Fast forward five years, and he has evolved from grinding out cold calls to owning a staggering 1,000 rental units! In this episode, Brent Daniels and Gal break down his incredible journey from landing his first $20,000 assignment fee to acquiring massive 90+ unit apartment complexes. Discover how Gal utilized the BRRR method to build his initial portfolio, the secret to raising over $20 million from an overseas fund, and why mastering single-family wholesaling is the ultimate foundation for dominating commercial real estate. If you want to know how to scale from your first deal to a multi-million dollar empire, this episode is a must-listen. Be a part of the TTP training program now.---------Show notes:(0:00) Beginning of today's episode(0:46) Introducing Gal Shmukler, from personal trainer to owning 1,000 rental units in five years(2:31) Moving from Israel to Texas and doing his first deal in Jacksonville, Florida(5:13) Transitioning from 70 wholesale deals to building a portfolio using the BRRR strategy(6:55) Breaking down a 64-unit multifamily deal bought for $2.7M and sold for $4.75M(10:10) How Gal used his wholesaling cash flow to fund and hold his early rental properties(13:51) How the foundational skills of cold calling transferred to taking down massive multifamily deals(15:24) Leveraging his success to teach real estate in Israel and raising $20 million from a fund(22:06) Breaking down a probate relationship that netted an easy $200,000 profit(25:26) Acquiring a 96-unit foreclosure deal at auction for $1.6M with a $10M+ ARV(27:11) Improving the NOI on a 93-unit property to refinance it at an $8M valuation(32:12) The secret to scaling, by partnering with people who have completely different skill sets(33:15) Why starting with single-family wholesaling is the best foundation for commercial real estate----------Resources:The ONE Thing by Gary KellerBiggerPocketsPropStreamBatch LeadsGrant CardoneInstagram: @galshmuklerInstagram: @realbrentdanielsTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community  are endless, what are you waiting for?