Podcasts about business acquisitions

In this episode of the Real Estate Pro Show, host Erika interviews Corey Mays, a rising star in the real estate investing and capital space. Corey shares his journey into real estate, starting from wholesaling to multifamily acquisitions, and discusses the importance of networking and building relationships in the industry. He also reflects on valuable lessons learned from early deals and outlines his current business ventures and future plans.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this week's episode, Jonathan sits down with his long-term legal partner, John Andrews, for a masterclass on the legal do's and don'ts of buying a business. With over 250 deals completed for Dealmakers clients and three decades of M&A experience, John shares the essential legal knowledge every buyer needs — especially if you're serious about avoiding costly mistakes. Whether you're preparing for your first deal or scaling up your acquisition strategy, this episode gives you the legal edge to navigate deals with confidence. What You'll Learn in This Episode: Why a Shareholders' Agreement is Crucial — and why skipping it can cost you dearly later How to Choose the Right Lawyer — and why not all solicitors are qualified to handle M&A What Goes into a Share Purchase Agreement (SPA) — and the key clauses that protect you The Three Types of Due Diligence — and how each one helps avoid nasty surprises The True Cost of Legal Work — from fixed fees to due diligence and abortive deal risks Asset Purchase vs. Share Purchase — the pros, cons, and tax implications of each What to Expect During the Completion Process — and why most deals are now done digitally The Most Common Legal Mistakes Buyers Make — and how to avoid them How to Avoid Overpaying or Becoming a “Motivated Buyer” — and stay in control of negotiations Why a Strong Legal Team on Both Sides Speeds Up the Deal — and can save you thousands If you've ever wondered what your lawyer should really be doing for you — or how to make sure your deal doesn't unravel at the last minute — this episode pulls back the curtain on the legal side of business buying.  

From screen printing to seven acquisitions—what does it take to build a powerhouse in the decorated apparel industry? And what surprising lessons can scaling a “niche of niches” teach about entrepreneurship, technology, and M&A success?In this episode, Jeff Cooperman, Founder of Front Nine Capital, reveals his journey from CPA to serial acquirer—exploring how he's turned overlooked, mom-and-pop apparel companies into a thriving, tech-forward organization ready to supercharge growth in a fragmented market.You'll discover…The surprising question Jeff asks every business owner before making an offerHow a single “epiphany moment” can redefine a company's trajectory overnightThe secret upside to acquiring legacy businesses with minimal tech presenceWhy mergers and acquisitions in small markets are seeing unprecedented momentumThe game-changing insurance tool that's making deals safer for small business sellers than ever before

In this Throwback episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews serial entrepreneur Roland Frasier on scaling ecommerce businesses from seven to eight figures and beyond. Roland shares actionable strategies around business acquisitions, including seven key categories: competitors, media, teams, products, affiliates, supply chain, and intellectual property. He explains how acquiring proven assets—rather than building from scratch—can accelerate growth, reduce costs, and expand market reach. The conversation also covers practical tips on systematizing operations and quick profit wins, providing high-level insights for ambitious business owners ready to break through growth plateaus.Chapters:Introduction to the Episode (00:00:00)Host introduces Roland Frazier and outlines the focus on acquisitions, strategic relationships, and marketing for scaling ecommerce.Why Acquisitions Matter (00:00:54)Roland explains why acquisitions are a key strategy for successful business growth, especially for scaling quickly.Seven Categories of Acquisitions: Horizontal Integration (00:01:05)Discussion of acquiring competitors (horizontal integration) as a way to double business size instantly.Acquiring Media Assets (00:02:09)Explains the value of acquiring media channels (blogs, newsletters, podcasts, social groups) to own customer attention.Owning vs. Renting Media (00:03:16)Benefits of owning media versus renting, including control over messaging and customer access.Types of Media Acquisitions (00:04:17)Covers various media types to acquire, including blogs, Amazon listings, and social media groups.Micro-Influencers and Small Media Deals (00:06:26)How small media assets, often run by micro-influencers, can be acquired affordably for business growth.Acquiring Teams and Infrastructure (00:07:15)Introduction to "aqua hiring"—acquiring companies for their teams and operational infrastructure.Acquiring Products, Services, and Affiliates (00:07:32)Strategies for acquiring complementary products, services, and even affiliates to boost sales and margins.Supply Chain and Distribution Acquisitions (00:08:28)Explains acquiring suppliers, distributors, and other value chain participants to capture more profit.Acquiring Intellectual Property (00:10:15)Discusses licensing or acquiring intellectual property to innovate and expand product offerings.Summary of Seven Acquisition Categories (00:10:27)Roland summarizes the seven main acquisition categories and the vast opportunities within each.Actionable Takeaways for Listeners (00:12:01)Host recaps three actionable steps: identify acquisition targets, raise prices/negotiate terms, and create SOPs.Book Recommendation: Black Box Thinking (00:13:34)Roland recommends "Black Box Thinking" and shares its impact on his business mindset.Where to Find Roland Frazier (00:14:51)Roland shares where listeners can connect with him, his challenge, podcast, and social media.Episode Wrap-Up (00:15:25)Host thanks Roland and closes the episode.Links and Mentions:Tools and Websites  Get Epic Challenge Epic Network Business Lunch Podcast Books  Black Box Thinking Social Media Links  Roland Fraiser on LinkedInTranscript:Josh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast where I interview the top business leaders in eCommerce. I'm your host, Josh Hadley. Today I'm speaking with Roland Frasier, a serial entrepreneur. And we will be talking about business acquisitions, strategic relationships and marketing as different levers that you can pull to help take your business to the next level for our audience. So ecommerce entrepreneurs here. Ideally, in that seven figure range, they've probably just crossed that seven figure mark. Right. And they may or may not have hit a plateau. Right. But they know that they want to make a lasting impact in the world. They know that their business has a lot of potential, but maybe they don't know exactly what the next steps are, or they're looking for different levers that they can pull to maybe get to that eight figure mark or grow and expand. tell me how acquisitions fit with inside of, you know, being able to scale and grow a business.Roland Frasier 00:00:54  Yeah. So I think acquisitions are if you look at what do the wealthiest, most successful players on the planet do? They acquire companies.Roland Frasier 00:01:05  They generally are not inventing things. They are finding people who have done something that they feel could enhance their business, and then they're acquiring from those people. Whatever it is they built. And what one of the tools that that kind of came out of teaching this is that I found there's really seven primary categories that can dramatically impact your ability to grow your business through acquisitions. The first one is what they call horizontal, integration, which is just acquiring your competitors. And that one seems like that one makes a lot of sense. But it's not just buying your competitors because like, if you want to double your e-com business overnight, you and you're doing $5 million a year, go buy a $5 million e-commerce business, and you've instantly gone from 7 to 8 figures. Right now you're at ten. Yep. literally overnight, the day that you close the deal that's done. And being able to do that with little or no money out of pocket opens that avenue up, I think, to a lot more people.Roland Frasier 00:02:09  But it's not just acquire your competitors. It's well, who are the indirect competitors? Like who are the people that have substitute products or services for mine? And then you think you can go out and say, well, now what is it that I want to solve for problem wise? And so if you want to, if you want instant growth by your competitors, right. But if you want, let's say that you're just like, man, if I had more leads, I'd be able to really take off with this. Well then media is your play. Go acquire media. If you acquire media, particularly as the costs on Facebook and Instagram and a lot of places Google have gone up and are continuing to go up, like customer acquisition cost is a real challenge for a lot of people these days. But if you go out and acquire your own media and that can be, it doesn't have to be like you go buy a television network. It can be. You go and buy a newsletter or a group or a podcast or some other thin...

In this episode of the Real Estate Pro Show, host Erika interviews Josh Fisher, who shares his unique journey into real estate, starting from a skydiving experience that inspired him to pursue a career in property investment. Josh discusses the importance of mentorship, the lessons learned from his early investments, and how he evaluates deals with discipline. He emphasizes the significance of networking and continuous learning in the real estate space. As he pivots towards acquiring businesses, Josh shares insights on analyzing business opportunities and the factors that influence his investment decisions. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this week's episode of Business Buying Strategies, Jonathan shares valuable insights from Inner Circle members who have successfully purchased businesses. The episode considers the transformative power of a single acquisition, featuring examples such as Nick's printing business expansion and Jas's recent ventures. Jonathan stresses the importance of validating the business model to ensure sustainable growth. Lessons include the importance of empowering employees, maintaining quality management, and the strategic considerations of business consolidation and rebranding. It's an episode for aspiring business buyers looking to fast-track their success while minimising risks. Key moments 01:05 Inner Circle Success Stories 01:44 The Power of One Acquisition 03:35 Jas's Transformative Acquisition Journey 06:25 Validating the Business Model 15:57 The Importance of Training and Empowering Employees 20:26 Effective Day-to-Day Management 25:57 Consolidation vs. Independence in Acquisitions   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

In this episode of The Clinic Boss Show, host Rick Lau sits down with Shafiq Bhanji, CEO of Athletes Care, one of Canada's most recognized healthcare clinic brands with 27 locations and an 8-figure valuation. Shafiq shares how he launched his first clinic with just $15K and a credit card, why buying clinics often beats building from scratch, and how long it actually takes to break even. He breaks down his step-by-step process for taking over clinics without killing the culture, what's in his tech stack (including Jane and CallHero), and how he negotiated to cut his personal lease guarantee in half.. You'll also hear what he looks for in managing partners, how he mentors clinic directors, and what his day-to-day looks like running a company with hundreds of staff. If you're serious about building a scalable healthcare business, this is the episode to study.   >> Free training for clinic owners: clinicowner.com >> Follow me on IG at: @thericklau >> Join the community: clinicaccelerator.com >> Stop missing calls with CallHero's advanced phone system: mycallhero.com   Chapters (01:00) Introduction to Athletes Care (03:45) The Journey of Starting a Clinic (06:40) Navigating Financial Challenges (09:29) Expanding the Business: Acquisitions vs. Startups (11:57) Cultural Fit in Acquisitions (14:57) Evaluating Clinic Performance (17:42) Current Landscape of Athletes Care (19:26) Navigating Break-Even in Business (22:00) The Challenges of Entrepreneurship Today (24:06) Defining Your Business Goals (25:38) Attributes of a Good Managing Partner (30:08) The Acquisition Process Explained (34:17) Focus on Profit Over Revenue (36:42) A Day in the Life of a Multi-Location Owner

Dave Lam is a seasoned investor, veteran, and strategic operator focused on unlocking value in microcap and lower-middle market companies. A former U.S. Air Force contracting officer, he offers deep expertise on execution, strategy, and operational excellence. As a Principal at Phalanx Partners, he helps lead independent sponsorship and advisory efforts for growing companies across multiple sectors. He is also a Managing Principal at Oakwood Legacy Partners, a private holding company investing in alternative assets including real estate, cryptocurrency, and private debt. With a decade of experience managing complex vendor portfolios and leading operational strategy, Dave's expertise spans procurement, underwriting, and portfolio management. His background includes work with the U.S. Air Force and Coast Guard, where he oversaw projects in medical services, construction, communications, and defense manufacturing. Dave holds an MS in Finance from Boston College and an MBA from the University of Chicago Booth School of Business. Whether advising founders or evaluating new investments, he brings a rigorous, data-driven approach to growth, risk management, and long-term value creation. In this episode of the SABM podcast, Scott chats with Dave about: From Military to Main Street: How Dave's background as an Air Force contracting officer led him to pursue small business acquisitions. The PHX Playbook: A value-driven model where founders sell majority ownership but stay on to scale with strategic support. Smart Acquisition Strategy: Why clean financials, low owner dependency, and operational upside are essential for a successful deal. Opportunity in the Lower Market: Dave targets $1–3M EBITDA businesses where hands-on improvements can drive major returns. The Power of Relationships: Trusted veteran and referral networks are key to finding deals and aligning the right people for growth. Timestamps: 00:41 Dave's Background and Introduction 01:48 The Importance of Due Diligence 03:00 Introduction to Phalanx Partners 06:02 Opportunities in Business Acquisitions 14:19 Pitfalls in Business Acquisitions 18:27 Secrets to Finding Deal Flow 20:22 Building Your Professional Network 21:15 Strategic Referral Partners 23:20 Investment and Value Addition 27:28 Optimizing Small Businesses 33:15 Future Goals and Aspirations 38:00 Acquisitions and Exit Circle 39:50 Connecting and Contact Information Connect with Dave: LinkedIn Email: dave.lam@phalanxpart.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Dave for joining me this week. Until next time! -Scott Mackes, USNA '01  

Want to buy a small business using smart deal structures like earnouts, seller financing, and low-risk offers? In this episode of Jackquisitions, host Jack Carr sits down with Chris Barr, a first-time buyer navigating the ups and downs of business acquisitions—from walking away from bad fits to crafting a $900K cash-plus-earnout offer for a pressure washing company.Learn how Chris is sourcing off-market deals, avoiding shady broker tactics, and building a personal brand that attracts sellers. You'll get a behind-the-scenes look at how new acquirers can finance service businesses, evaluate seller terms, and structure deals that actually close. If you're buying a business or scaling through acquisition, this episode is packed with actionable insight.⚡ What you'll learnWhy Chris walked away from an art-framing shop that didn't fit his criteriaHow a pool-route deal fell through—and the red flags you should watch for with brokersThe numbers behind a $900 K cash-at-close + earnout offer for a thriving pressure-washing businessProven frameworks for earnouts, seller notes, and revenue-share agreements that reduce risk and align incentivesTips for building a credible personal brand (see his Quick Staffers journey) to source off-market dealsStep-by-step due-diligence tactics, valuation shortcuts, and negotiation language you can use todayWhen to pivot, when to persist, and how to decide if a deal really moves the needleWhether you're a first-time buyer, an operator expanding a portfolio, or a service-business owner curious about exits, this conversation is packed with actionable M&A strategy, deal structuring hacks, and outreach scripts that close.

Get registered for the ASTA Expo 2025 at the Raleigh Convention Center: https://geni.us/ASTA2025 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Josh Parnell of Limitless Leadership. Josh explores the challenges of leadership in the automotive industry, emphasizing the importance of connection and trust-building within teams. The discussion dives into effective onboarding, consistent coaching, and why prioritizing leadership development is essential for sustained business growth.00:00 Father-Son Love and Acceptance08:12 Consolidating Cosmetics Ventures14:03 Pioneering Black Woman in Men's Grooming18:45 High-Quality Personal Care Products23:25 Expert Insights on Corporate Culture28:48 "Effective Communication and One-on-Ones"34:33 Embracing Self-Doubt and Awareness40:01 Reassuring Client After Bad Experience44:43 Mastery Through Focused Practice49:40 "Prioritizing Vacation Time"58:55 Passion Fuels Diagnostic Mastery01:00:12 Over-Invested Technician Dilemma01:09:19 Strategizing Scenarios for Clarity01:12:11 Muscle Supplements: Dosage and Effects01:15:26 Podcast Musings: Seeking Direction

On this episode of Multifamily Mastery, John Casmon interviews George Otel, a commercial real estate finance expert and founder of US Business Funding. George shares his journey from the transportation industry into real estate, detailing his pivot into multifamily and ultimately commercial lending. He explains how his team works with over 1,000 lending sources, including private lenders, family offices, and funds, to help investors navigate complex financing scenarios—especially when traditional banks fall short. They discuss the importance of structuring deals creatively, moving fast on off-market opportunities, and the emerging landscape of business acquisitions as a wealth transfer looms. George Otel Current role: Founder, US Business Funding Say hi to them at: https://usbizfunding.net Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to raise over $100 million in just four years—while building a portfolio that spans more than $2 billion across real estate, debt, and business acquisitions? In this powerhouse episode, Sam Silverman, founder of Silverman Capital, lays it all out. From leaving corporate America to mastering capital raising at scale, Sam shares why he focuses on operator selection over deal structure, how he aligns interests with investors, and the real reason capital raisers get stuck. If you're serious about scaling your capital and doing it right, this conversation is a masterclass in execution, clarity, and strategy.5 Key Takeaways to learn from this episode:Quality Over Control: Sam prioritizes partnering with best-in-class operators, even if it means taking a back seat in management—because investor outcomes matter most.Capital Raising Is a Full-Time Business: Treating capital raising like a company, not a side hustle, is what helped Sam scale to $100M+ in four years.Clear Operator Standards: His selection criteria include access to proprietary deals, operational excellence, and a track record of investor-first outcomes.Why Most Capital Raisers Fail: According to Sam, they're focused on promoting deals instead of providing value—and they lack the systems to nurture real investor relationships.Fund of Funds Done Right: Sam uses the FoF model to offer his LPs better terms, diversification, and deal access—while keeping his firm lean and efficient.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

In this episode of Confessions of a B2B Entrepreneur, host Tom Hunt sits down with Nick Huber, founder of Bolt Storage and Somewhere.com, to uncover how he leveraged social media to raise over $40 million and build multiple seven-figure businesses. Discover Nick's "sweaty startup" philosophy, emphasizing executing common business models exceptionally well rather than chasing novel ideas, and how radical transparency on platforms like Twitter transformed into tangible business success. This conversation provides invaluable insights for anyone looking to build a personal brand, scale traditional businesses, or convert online influence into real-world opportunities. Nick shares his strategies for managing multiple ventures simultaneously, his unconventional path to entrepreneurship, and why focusing on "boring" businesses can often outperform trendy tech startups.

Did you know that global merger and acquisition activity hit $3.1 trillion in 2023—and that number is only growing as more entrepreneurs look to scale, exit, or expand through acquisitions? But what does it really take to thrive in this space—especially if you're building teams across time zones and scaling a business while exploring 100+…

In this episode of Jackcquisitions, we explore profitable small business acquisition strategies with Peter De Baptiste, owner of Joe Cole Plumbing in Florida. Peter shares his entrepreneurial journey—starting in banking, then leading a delivery service startup, and ultimately acquiring a plumbing company. Now, he's setting his sights on HVAC and turf installation businesses, uncovering high-potential, under-the-radar sectors in the home services industry.We break down the unique appeal of tier two and tier three service businesses, such as synthetic turf installation and residential HVAC. Peter and Jack discuss the financial performance, operational demands, and long-term scalability of these niche industries. Whether you're an investor or operator, this episode offers practical insight into identifying and evaluating service businesses with real growth potential.If you're looking to buy a service business or expand your portfolio in home services, this conversation delivers a wealth of real-world advice. Learn how to navigate smaller markets, understand what makes niche businesses attractive, and discover the lifestyle implications of owning versus operating in competitive sectors.

In this special edition of Business Buying Strategies, Jonathan Jay speaks live from the Deal Makers Retreat in Marbella, Spain, talking about the importance of personal branding when negotiating business deals. He explains how to present yourself to business owners, emphasising the significance of the first impression and maintaining credibility throughout the negotiation process. Jonathan shares practical tips and anecdotes, underlining that knowing the buying process thoroughly and having clarity of intent are crucial for success. Listeners are encouraged to adopt a calm, professional demeanour, control the conversation, and remain curious. The session provides actionable advice on how to address common challenges faced by new business buyers and highlights the importance of being likeable and confident.  Key moments 00:00 Welcome to the Deal Makers Retreat  00:49 The Importance of Personal Branding 01:17 First Impressions Matter 05:09 Building Confidence in Deal-Making 09:29 Establishing Credibility 12:33 Effective Communication Strategies 17:21 Handling Objections and Questions 23:16 Turning the Conversation to the Business 23:41 Overcoming Self-Doubt ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Ready to skip the struggle and build wealth FAST?I sit down with Colt Florence, SVP of Franchise Development at Five Star Franchising, to reveal:✅ Why buying an existing business can CRUSH your dreams (and wallet)✅ How top franchisees hit $1M+ in revenue in YEAR ONE✅ The secret sauce behind Five Star Bath Solutions & 1-800-PACKOUTS✅ How to choose the right franchise for your goals (hint: it's not about passion!)✅ Why franchising = mastermind + playbook + proven profits✅ Biggest rookie mistakes that derail new franchise owners✅ Colt's #1 success weapon: learning 2-4 business books per week

What if the biggest business opportunity of the next decade wasn’t just about what you buy or sell… but how you do it? In this eye-opening episode of the Buying Online Businesses podcast, Jaryd Krause sits down with futurist, author, and AI evangelist Adam Boostrom to explore how artificial intelligence is not only revolutionizing online business—but completely transforming the way we buy, grow, and exit them. With degrees from the University of Chicago and UC Berkeley, Adam is no stranger to complex systems. He’s advised leaders, written bestselling sci-fi novels like Athena’s Choice, and now spends his time helping business owners reimagine what’s possible in the AI age. Together, Jaryd and Adam break down: How AI and AI agents can help you identify the right business to buy—faster and more accurately Ways to train AI tools to uncover financing options and analyze the perfect business size for your goals How to supercharge growth using AI-powered insights pulled directly from your competitors What it looks like when an AI agent runs due diligence for you—collecting data, preparing your listing, even building your exit strategy Plus, real prompts you can start using today to save time, boost profits, and take the guesswork out of your next big move If you’re a business buyer, seller, or operator, this conversation is your front-row seat to the future of entrepreneurship—and it’s coming faster than you think. Ready to make more money, with less manual work, and a whole lot more clarity? Let’s dive into the future of online business… with AI at the wheel. Episode Highlights 03:16 - How AI is changing business acquisitions? 10:00 - Using AI to grow businesses by adopting competitors' strategies 14:00 - AI’s role in outcompeting rivals, like Moneyball in baseball 19:00 - How does digital labor and AI increase business efficiency? 31:38 - The need for brokers to adapt or risk being left behind Key Takeaways ➥ AI is revolutionizing business acquisitions by offering repeatable processes and increasing efficiencies. ➥ Digital agents are making business operations far more efficient and streamlined. ➥ Recognizing new AI capabilities early can give businesses a competitive edge. ➥ AI can transform hiring processes and company culture for better outcomes. ➥ Online brokers need to integrate AI or risk falling behind in the market. ➥ Entrepreneurs can scale rapidly by acquiring multiple businesses using AI-driven strategies. About The Guest Adam Boostrom is a consultant, author, futurist, and unashamed lover of artificial intelligence. Through keynote addresses and foresight workshops, he partners with clients to reimagine the business scenarios of tomorrow. After earning degrees from the University of Chicago School of Economics, and the UC Berkeley Haas School of Business, Adam moved to New York, where he writes white papers and science fiction novels in his free time. His first book, Athena’s Choice, was an award-winning bestseller about an AI-enabled future without men. More recently, Adam has discovered an unrecognized talent for bar trivia. Connect with Adam Boostrom ➥ https://www.linkedin.com/in/adam-boostrom/ Resource Links ➥ Connect with Jaryd Krause - https://www.linkedin.com/in/jarydkrause ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Cloud Ways (Website Hosting) - https://bit.ly/40tjyjG ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Market Muse (Content Marketing Software) - https://bit.ly/3Me39L0

In this episode, the hosts discuss significant milestones for their podcast, including reaching three million downloads. They delve into Palantir's recent earnings report, analysing its market performance and the implications of its valuation. The conversation shifts to Warren Buffett's announcement of stepping down as CEO of Berkshire Hathaway, reflecting on his legacy and the future of the company. Finally, they cover DoorDash's acquisition of Deliveroo, exploring the strategic reasons behind the move and its impact on the competitive landscape of food delivery services.

The Ultimate Playbook to Buy & Scale Small BusinessesWant to grow your business through smart acquisitions, direct outreach, and personal branding? In this episode of JackQuisitions, we dive deep into the art of buying small businesses and building relationships that close deals. Host Jack sits down with an experienced operator to explore what it really takes to acquire businesses, from cold calls to contract signing.Whether you're a new buyer, an aspiring entrepreneur, or an operator aiming to expand your portfolio, this episode is your blueprint for mastering business acquisitions, deal structuring, and effective broker relations. Learn proven strategies for sourcing deals, building trust with sellers, and navigating private equity competition.Discover how top acquirers are identifying great opportunities, building authentic connections, and using storytelling to stand out in a crowded market. You'll also hear real-life examples of deals—from pool cleaning to art framing shops—and gain insight into due diligence, deal terms, and transitioning ownership the right way.

Connect with Chandra here! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Watch: https://youtu.be/I8AUgv479HAAbout the Guest: Jed Morris Jed Morris is the Managing Partner of Sunset Coast Partners, an independent sponsor firm focused on acquiring defense contractors. A former Air Force veteran and Microsoft engineer, Jed's journey into entrepreneurship was marked by soaring ambition — and a brutal, humbling failure that left him facing nearly $1 million in personally guaranteed debt. Rather than hiding, Jed leaned in, building a growing community of fellow acquisition entrepreneurs committed to telling the full truth about the real risks behind buying businesses. He now actively shares his hard-won lessons through his writing, speaking engagements, and his "Start Searching Challenge" program for first-time buyers.Summary: In this raw and revealing conversation, Ron Skelton sits down with Jed Morris, Managing Partner of Sunset Coast Partners, to unpack the brutally honest realities of buying small businesses. A fellow veteran and self-funded searcher turned investor, Jed shares his journey from military service to big tech — and then into the world of business acquisitions, including his painful first-hand experience with failure, personal guarantees, and crushing debt. This isn't a feel-good "buy a business with no money down" fantasy — it's a boots-on-the-ground look at the risks, the egos, the missteps, and the hidden hazards first-time buyers need to face if they want a real shot at success. Far from doom and gloom, the episode offers sharp wisdom for new buyers: how to approach culture shock, why the "passive ownership" myth is dangerous, and the reality that buying a business means buying people first. It's a masterclass in what can go wrong — and what it actually takes to do it right.Key Takeaways:Buying businesses is buying culture, not just cash flow.Success hinges more on managing people and adapting to inherited cultures than on financial spreadsheets."No money down" deals are real — but extremely rare and dangerously hyped.Buyers pursuing these unicorns must be ready for much higher risk profiles and massive deal flow effort.First-time buyers drastically underestimate change management.Rolling into a 30-year-old business and expecting quick improvements without cultural buy-in is a recipe for revolt.Early relationships with PE firms and investment bankers are critical.If you're planning to flip a business to private equity later, you better design the acquisition and growth with their preferences from day one.In distress, culture collapses faster than cash flow.When things go wrong, the hidden dynamics — loyalty, trust, morale — become your battlefield, not just your P&L.Defense contracting offers real opportunity, but brings unique barriers.Issues like security clearances, government contract classifications, and niche buyer pools make it a specialized but lucrative target market.Surviving business ownership demands humility, patience, and real respect for frontline workers.Ivy League degrees and fancy vests won't save you from getting "eaten alive" if you can't relate to your workforce.Building for an exit must start before you buy.If you don't know what a future buyer needs — team, systems, margins — you're not "building to sell," you're just surviving.--------------------------------------------------Contact Jed onLinkedin: https://www.linkedin.com/in/jedmorris/Website: https://jedbmorris.com/--------------------------------------------------

In this episode, Brad Lea brings back Chad Peterson to break down how to actually create wealth. Forget grinding 80 hours a week to scale your business — Chad shows how to trade your business UP and 10X your personal income using liquidity events and leveraged acquisitions.  

In this episode of Business Buying Strategies, Jonathan interviews Simon, an entrepreneur who has successfully purchased seven businesses since joining the Mastermind and Inner Circle Group. Simon shares his experiences integrating these businesses, the challenges he faced, and the strategies he employed to maintain staff and company culture. The conversation touches on a variety of topics, including the importance of relationship management in PR agencies, financial and brand integration, and the lessons learned from a deal that did not go as planned. Additionally, Simon talks about the support from the Inner Circle group, emphasising the value of a collaborative network while navigating the complexities of business acquisitions. Key moments 00:38 Meet Simon: A Successful Business Buyer 01:22 Integrating Acquired Businesses 01:52 Challenges and Solutions in Business Integration 02:37 Retaining Staff and Managing Relationships 15:31 Financial and Operational Integration 20:25 Lessons Learned and Advice for Aspiring Business Buyers 21:39 The Support of the Inner Circle Group 23:18 Conclusion and Final Thoughts ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Building wealth isn't about shortcuts—it's about strategy. Adam Coffey, bestselling author, private equity expert, and CEO, shares his proven strategy for buying and scaling companies the right way. In this episode of The Greatness Machine, Adam returns to break down why paying fair market value leads to bigger wins, the power of roll-ups, and why buying strong companies beats chasing distressed assets. With over 58 acquisitions under his belt, Adam's insights are a must-listen for business owners, investors, and anyone looking to scale with integrity. In this episode, Darius and Adam will discuss: (00:00) Introduction and Background of Adam Coffey (05:03) Transitioning from CEO to Consultant (09:59) Key Traits of Successful Entrepreneurs (15:03) Advice for Aspiring Entrepreneurs (19:53) The Impact of Technology and AI on Business (29:51) Navigating Change in a Rapidly Evolving Landscape (34:36) The Future of Autonomous Driving and Insurance (37:19) Navigating Private Equity: The Sparkle Process (39:06) Ethics in Private Equity Transactions (46:47) The Importance of Fair Market Value (51:01) Eliminating Risk for Entrepreneurs (56:18) Believing in Yourself: The Key to Greatness Adam Coffey is a visionary empire builder, CEO coach, and top 1% speaker with three #1 bestselling books. As a founding partner of CEO Advisory Guru, he provides expert consulting to PE portfolio companies, founders, family offices, and elite executives. With over two decades as a CEO, he led three national private equity-backed service companies, generating billions in value and averaging 5X MOIC at exit. A Forbes Business Council member since 2021, Coffey specializes in growth strategy, M&A, and exits. A proud U.S. Army veteran and pilot, he and his family reside in Texas. Listen: 228 | Adam Coffey | Empire Builder: Strategies for Thriving in the World of Private Equity Sponsored by: Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/DARIUS. NPR Tech Unheard Podcast: Tune into Tech Unheard from Arm and NPM—wherever you get your podcasts. ShipStation: Go to shipstation.com and use code GREATNESS to sign up for your FREE trial. Shopify: Sign up for a $1/month trial period at shopify.com/darius. Stash: Don't let your savings sit around - make it work harder for you. Go to get.stash.com/GREATNESS to see how you can receive $25 towards your first stock purchase and to view important disclosures. Connect with Adam: Website: https://adamecoffey.com/ LinkedIn: https://www.linkedin.com/in/adamecoffey/ Twitter: https://x.com/AdamECoffey1  Books: https://www.amazon.com/stores/author/B07NLL55ZC  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our focus is on Canadian manufacturing business acquisitions. This episode explores strategies and considerations for acquiring manufacturing businesses in Canada, offering insights into the unique challenges and opportunities within this market.

In this episode of Business Buying Strategies, Jonathan interviews Simon, an Inner Circle member who has successfully acquired seven businesses without using his own cash. Simon begins with his background in PR and his search for faster business growth, which led him to acquisitions. Simon shares insights and detailed stories of his seven deals, including successes and lessons from a failed acquisition. He emphasises the importance of low-risk strategies, cultural fit, and leveraging expertise from the Inner Circle. Listeners will gain valuable knowledge on structuring deals, maintaining low risk, and navigating the complexities of business acquisitions.  Key moments 01:00 Simon's Journey: From Jargon PR to Inner Circle 02:42 First Acquisition: Vantage Marketing 04:53 Debunking Myths: Buying Businesses Without Risk 08:04 Second Acquisition: Expanding to Manchester 11:56 Lessons Learned: The Failed Third Acquisition 15:43 Pelican Communications Acquisition 16:32 Integration and Earnout Details 17:55 Inner Circle and Mastermind Groups 19:04 Fifth Acquisition in Basingstoke 21:04 Industry Insights Group Expansion 22:26 Acquisition Strategies and Deals 26:24 Future Prospects and Opportunities 27:49 Marbella Event and Final Thoughts ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're thrilled to have Seth Bradley, a real estate investor, attorney, and managing partner at Law Capital Partners. With over 14 years of experience in commercial real estate, corporate law, and asset protection, Seth has worked with investors, developers, and financial institutions on complex transactions. He also runs Bradley Law, Ltd., and is the founder of Crossroads Capital Investments, where he has successfully acquired, rehabbed, and managed multifamily and single-family investments.In this episode, Seth dives into the reality of real estate investing and what happens when deals don't go as planned. He shares strategies for investors facing challenging market conditions, the importance of legal protections, and how to assess risk when investing in syndications. He also discusses emerging investment trends, including debt funds, franchises, and alternative asset classes, and how AI is reshaping due diligence in real estate.If you're looking to safeguard your investments and navigate difficult deals with confidence, tune in now to hear Seth Bradley's expert insights!TIMESTAMPS01:28 – Guest Intro: Seth Bradley02:47 – Rising Interest Rates & Deal Challenges06:13 – Lessons from Past Investment Cycles08:31 – Why Some Deals Fail & How Investors Can Protect Themselves11:50 – The Importance of Fixed vs. Adjustable-Rate Loans15:05 – Debt Funds, Business Acquisitions & Cash-Flow Opportunities17:42 – AI Tools for Passive Investors & Real Estate Due Diligence20:17 – Managing Risk and Dealing with Bad Investments23:48 – Seth's Experience Running Gyms & Franchises26:43 – How to Connect with Seth & Final ThoughtsConnect with the Guest:Website: https://www.tribevest.com/Linkedin: https://www.linkedin.com/in/sethpaulbradley/Instagram: https://www.instagram.com/sethbradleyesq/Youtube: https://www.youtube.com/@sethbradleyesq#RealEstateInvesting #PassiveIncome #AlternativeInvestments #DueDiligence #FinancialFreedom

saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #1 of season 5, Anna Nadeina talks with Alexis, founder and CEO of TheyGotAcquired, a media company that helps entrepreneurs sell their businesses. --------------Episode's Chapters---------------- 00:00 - Alexis' Journey into Acquisitions 03:15 - First Business Sale Experience 04:31 - Second Business Sale Experience 07:02 - Building They Got Acquired 11:43 - Understanding Acquisition Trends and Founder Insights 16:43 - Valuation Stories and Strategic Acquisitions 25:02 - Choosing the Right Buyer: Beyond the Highest Bidder 28:47 - Addressing the Gender Gap in Business Acquisitions 30:53 - Challenges and Strategies for Female Founders in SaaS 42:32 - Advice for SaaS Founders: Building a Sellable Business 43:29 - Biggest Wins and Challenges in Content Marketing 45:25 - Growing an Engaged Audience: Tips and Hacks Alexis - https://www.linkedin.com/in/alexisgrant/ TheyGotAcquired - https://theygotacquired.com/ Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

Welcome to a new episode of Invest & Scale! Today, Gabriel and Jacobo delve into an exciting journey of entrepreneurship, investment, and real estate. They discuss Jacobo's transition from starting an E-commerce business in college to acquiring and scaling Airbnbs, and now venturing into the boutique hotel space. This episode highlights the progression from running product-based businesses to focusing on real estate with underlying assets, providing insights into acquiring cash-flowing properties and leveraging funds for expansion. Tune in as they explore the intricacies of real estate investment, the challenge of navigating through different business models, and the significant role of mindset in achieving business success. Whether you're an aspiring entrepreneur or an experienced investor, this episode is packed with valuable lessons and inspiration for your next big move.00:00 "Leveraging Real Estate for Business Acquisitions"03:11 Digital Marketing Skills Applied to Airbnb07:25 The Lasting Value of Real Estate Investments12:34 Hotel Valuation Through Cap Rate and Appreciation14:58 Shifting Focus: From Airbnb to Business Acquisitions17:50 Ideal Range for Hotel Acquisitions20:31 "Role of Real Estate in Business Acquisition"23:36 Challenges in Analyzing Unsold Properties28:15 Real Estate Investment Financing Strategy30:00 Prolonged Business Execution and Exit Strategy33:16 Strategic Investment and Risk Management36:40 Strategies for Financing Unreported Sales42:24 Real Estate Investment Strategy Overview45:08 Investing in Passion-Driven Business Ventures47:52 Cultivating Mindset for Business Success- Journey from starting an E-commerce brand from scratch.- Risk involved in starting a new business.- Progressing to acquiring businesses with underlying real estate assets.- Leveraging funds and raising capital.- Challenges faced and scale achieved.- Exit strategy from the E-commerce business.- Leveraging skills from E-commerce in the Airbnb marketplace.- Importance of having real estate as an underlying asset.- Challenges of product-based businesses vs. real - estate.- Building a portfolio and scaling the business.- Differences in strategy: starting from scratch vs. leveraging funds.- Selling the Airbnb portfolio to a private equity fund.- Regulations affecting Airbnb and advantages of boutique hotels.- Boutique hotels as commercial Airbnbs with different valuation methods.- Strategy to force appreciation through operations.- Perceptions about real estate being slow and for older people.- Differences between investing in real estate and classic business acquisitions.- Market and off-market strategies.- Dealing with brokers and establishing relationships for deal flows.- Challenges and competition in finding suitable properties.- Analyzing and structuring deals for boutique hotels.- Financing strategies: loans, equity, and bridge loans.- Overcoming risks and ensuring assets cover debts.- Focus on experiential stays and amenities.- Creating unique and attractive projects.- Collaborating with entrepreneurs and using real estate for tax benefits.- Offering diversification and passive income for investors.- Importance of mindset in business.- Visualization and belief in long-term goals.- Podcasts, books, and continual learning.- Importance of networking and personal growth.Resources:https://www.linkedin.com/in/jacobo-hernandez-747299128/https://freedomvestcapital.com/

What does it take to rise as a leader in the competitive and ever-changing SBA lending space? In this episode of The Art of SBA Lending, we're joined by Glenn Giro, Alan Peterson, and Jared W. Johnson—three industry leaders who share their insights into navigating the dynamic world of SBA lending, overcoming challenges, and seizing new opportunities. SBA lending is full of growth potential, but it's not without its challenges. Today, we dive into how these experts are leading the charge, adapting to market changes, and embracing innovation to stay ahead. Key topics include: • Overcoming the latest challenges in SBA lending  • The importance of mentorship in shaping your career  • How Increased competition is reshaping the industry • Navigating difficult situations in your day to day Whether you're an emerging lender or a seasoned professional, this episode is packed with actionable advice to help you navigate the evolving SBA landscape and lead with confidence. This episode is sponsored by: Shatterbox Learn how Shatterbox can help you hire and invest in bright young talent without breaking the bank. Go to https://shatterbox.io/artofsba and set up a discovery call today.   Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to https://rapidbusinessplans.com/art-of-sba The Director's Retreat Join us May 4-5 in Savannah, Georgia, for an exclusive event tailored to the heads of SBA 7(a) lending programs. This retreat is your chance to collaborate with peers, share insights, and tackle the unique challenges of leading SBA lending programs. Don't miss out—register now to secure your spot! https://www.simpletix.com/e/the-directors-retreat-tickets-198763 SBA Jobs Board Hiring for your SBA department? We've got you covered! The SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website | https://www.artofsba.com/job-board Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below!   https://www.youtube.com/@TheBDOShow https://www.youtube.com/@SBAToday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.

Today, Jimmy Purdy and David Toole talk about the pros and cons of owning multiple repair shops. David emphasizes creating a strong shop culture, particularly when expanding locations. He shares advice on preforming reviews and evaluations of technicians to ensure they are aligned with shop standards and discusses the challenges involved in managing financial aspects of a growing business. 00:00 Streamlining for Growth and Profit07:52 Interviewing: Beyond Questions, Assessing Fit12:56 Repair Level Evaluation Process19:34 Embracing Classic Cars Against Trends24:41 Occasional Vehicle Mechanic Consultations27:42 Valley Springs Acquires Giant Tree33:51 Teen Driver Lands Job at 1739:36 "Transforming Work Culture"45:56 Balancing Workload and Staffing Ratio49:16 Learning from Skilled Shop Owners56:29 From Transformers to Team Investment58:43 Seeking Independence in Coaching01:08:05 Employment Regulations Hinder Productivity01:12:08 The "Unneeded Feeling" Dilemma01:17:08 Dave the Car Guy Updates

Why go through the trouble of building your own cash flow when, with a little determination and a little hustle, you can insert yourself into some income streams that are already happening? That's what Link Moser from linkmoser.com and his web design agency windhill.com have done, not once, not twice, but 5 different times, generating $200k a year in semi-passive income. He was on the show in 2022, where he explained how he makes money with a real estate lead generation site, NHFineHomes.com, where a single referral can be worth tens of thousands of dollars. But today, we're diving into a different strategy: business acquisitions. Tune in to Episode 655 of the Side Hustle Show: specific types of businesses to acquire how to negotiate with owners time and logistics involved in managing his expanding portfolio Full Show Notes: How to Earn $200k/Year in Semi-Passive Income Through Small Business Acquisitions New to the Show? Get your personalized money-making playlist here! Sponsors: Airbnb — Discover how much your home could be worth and find a professional co-host today! Mint Mobile — Cut your wireless bill to $15 a month! Indeed – Start hiring NOW with a $75 sponsored job credit to upgrade your job post! OpenPhone — Get 20% off of your first 6 months! Gusto — Get 3 months free of the leading payroll, benefits, and HR provider for modern small businesses!

Earnings growth has shown modest gains for seven months, according to the Paychex Small Business Employment Watch, but the annualized 3.16% gain hovers right around inflation. Gene Marks explains what this could mean to businesses and employees. Business sale prices are up 25%, including a 17% jump in the service industry. Why? Millennials are buying rather than starting, but mainly many older owners are looking for an exit. Then there are those individuals not buying at all but, instead, are shoplifting out of necessity. What might this mean to a small business in terms of cost. Listen to the podcast.

The ability to evaluate an online business for sale and instantly determine financing options on a global scale is becoming a reality, thanks to Flippa’s innovative approach. In this episode of the Buying Online Businesses podcast, Jaryd Krause speaks with Blake Hutchison, CEO of Flippa, about the evolving landscape of online business acquisitions and market trends. Blake Hutchison, who has led Flippa for over six years, shares insights from the world’s largest marketplace for buying and selling online businesses. Serving over 2 million users and facilitating nearly $1.5 billion in sales, Flippa has become a key player in the industry. This episode explores: The current state of the online business acquisition market and its growth trajectory. Variations in business valuations based on industries, markets, and economic conditions. The stability of multiples for online businesses compared to broader markets. Popular business models, including eCommerce, YouTube channels, newsletters, and Amazon businesses. Flippa’s new financing initiative, making funding for acquisitions accessible globally through a partnership with a leading fintech company. The role of Flippa Privates and broker collaborations in scaling transactions. The discussion also highlights the significance of Flippa meetups, which foster connections within the online business community and provide valuable networking opportunities. This episode offers a comprehensive overview for anyone interested in online business acquisitions, whether they are newcomers or seasoned professionals seeking to refine their strategies. Packed with actionable insights, it’s a must-listen for understanding valuations, market trends, and opportunities in the digital business space. Episode Highlights 03:00 Flippa’s volume of transaction since inception 11:30 More demand for small assets 21:00 Be a smart business buyer 34:00 YouTube Channels are in demand! 39:00 Amazon businesses are not done Key Takeaways ➥ Flippa provides valuable data and support for navigating acquisitions, with tools to assist buyers in evaluating businesses amidst fluctuating economic conditions. ➥ High-quality businesses with healthy growth, repeatable operations, and predictable revenue continue to maintain strong valuation multiples, even amidst changing market conditions. ➥ Misinformation from online sources can lead to wasted time and effort for prospective buyers who adopt unaligned strategies. Buyers must approach acquisitions with a clear understanding of market realities. About The Guest Blake Hutchison CEO of Flippa for over 6 years now, which is the largest marketplace online for buying and selling online businesses. Serving over 2 million users and facilitating almost a billion dollars in sales. Connect with Blake Hutchison ➥ Flippa - https://bit.ly/3wGa8r5 Resource Links ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/ ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

This second special compilation episode of Business Buying Strategies features insightful discussions and presentations, including an expert talk by Amelia Sordell on the importance of personal branding for business buyers.  Listeners are also treated to interviews with successful entrepreneurs like Steve and Martin, who share their business acquisition stories and strategies. Special guest John Andrews, an M&A lawyer, provides critical legal advice for buying businesses, and James Kahn discusses his experiences and the financial strategies he employs in business acquisitions.  This episode is packed with practical advice for anyone looking to buy a business without risking their own cash. Key moments 00:00 Introduction to Business Buying Strategies 01:25 Meet Amelia Sordell: Personal Branding Expert 02:22 The Importance of Personal Branding 09:26 Practical Tips for Building Your Personal Brand 10:56 Steve's Journey: From Podcast Listener to Successful Acquisitions 23:54 Remote Work and Recruitment Benefits 24:59 First Steps After Acquiring a Business 25:48 Introducing Martin and His Ambitious Project 27:06 Martin's Journey and Initial Skepticism 28:33 Acquiring and Integrating Accounting Firms 30:54 Structuring Deals and Coaching for Growth 35:03 Legal Insights on Business Acquisitions 44:04 James Kahn's Business Buying Strategies 49:21 Financing Acquisitions Without Betting the Farm 54:27 Case Study: A Zero-Cost Acquisition 57:17 Conclusion and Resources ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

In this episode of Business Buying Strategies, Jonathan shares a compilation of podcast highlights from 2024. Within these interviews and stories about successful business acquisitions, Jonathan discusses the tactics and strategies used in acquiring businesses without using personal funds. Key stories include Danny Beaumont's purchase of manufacturing businesses and his innovative deal structures, the benefits of buying directly from owners, and case studies from mastermind clients including David who acquired 17 businesses, Chris Stone's strategic acquisitions in the hearing healthcare sector, Akram Abdullah's commercial cleaning business acquisition, and Nick Manuel's speedy two-week deal for a balloon printing company. Jonathan also introduces key experts like M&A lawyer John Andrews and emphasises the importance of mindset, process, and leveraging assets in successful business acquisitions.  Key moments 01:16 Meet Danny Beaumont: Mastermind Client Success  01:58 The Art of No Money Down Deals 03:20 Navigating Brokered Deals 07:12 Building a Commercial Real Estate Portfolio 08:28 Challenges and Successes in Business Acquisitions 14:27 Undercover Boss: A Unique Acquisition Strategy 19:46 Introducing Dan Bound: Eight-Figure Acquisition 30:11 Investing in the Right People 31:03 The Importance of Delegation 32:07 Interview with Chris Stone 33:02 Chris Stone's Acquisition Journey 33:40 Challenges in the Industry 34:17 Networking and Growth Strategies 35:13 Expanding Geographically 35:55 Setting Big Goals 36:21 Equity Stakeholders 37:00 Interview with Akram Abdullah 37:24 Finding the Right Business to Acquire 40:01 Negotiating the Deal 43:26 Interview with Nick Manuel 44:03 The Balloon Printing Acquisition 50:02 Cross-Selling Opportunities 50:58 Preparing for Exit 52:21 Final Thoughts and Next Steps ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

The Buying Online Businesses Podcast welcomes Mario Peshev for an insightful discussion on acquisitions, scaling, and exit strategies. Mario is a seasoned entrepreneur with over 14 years of experience in buying and selling businesses. He has successfully bootstrapped multiple startups to seven-figure revenues and serves as the CEO of DevriX, a prominent digital marketing agency. As a best-selling author of MBA Disrupted, an angel investor, and an advisor on several company boards, Mario brings a wealth of knowledge to this episode. Listeners will gain valuable insights into: Mario’s experience with 15+ acquisitions, ranging from micro-businesses under $20K to larger strategic deals exceeding $200K. The distinction between strategic acquisitions, aimed at growth and synergy, and financial acquisitions, focused on profitability. His methods for scaling businesses within DevriX, merging acquisitions, and managing them alongside his primary operations. The critical importance of due diligence when acquiring a business to avoid potential pitfalls. The episode also explores how Mario has helped businesses expand, exit, and thrive through innovative strategies and M&A expertise. Whether a first-time buyer or a seasoned investor, this discussion offers practical advice and insights. Tune in for an engaging conversation with strategies to improve your business endeavors. Let’s dive in! Episode Highlights 02:00 What type of businesses Mario bought 12:00 How to decide on what business to buy? 20:20 What is the cost-benefit analysis of buying a business? 29:30 VC expects exorbitant ROI Key Takeaways ➥ Focused on assets with clear revenue streams and a 12–18 month return on investment. ➥ Acquired websites or directories often lose traffic when the founder stops promoting them. ➥ Begin with smaller, strategic acquisitions to test ideas before committing to larger investments. About The Guest Mario Peshev is a serial entrepreneur who has over 14 years experience in buying and selling online businesses. He’s bootstrapped multiple startups from zero to 7 figures, he’s an angel investor, best selling author of MBA Disrupted and CEO of Devrix and digital marketing agency. Connect with Mario Peshev ➥ https://www.linkedin.com/in/mpeshev/ ➥ https://devrix.com/ Resource Links ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/ ➥ Cloud Ways (Website Hosting) - https://bit.ly/40tjyjG ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Ezoic (Ad Network) - https://bit.ly/3NuVR5P

(00:00) Intro(01:37) Overview of Booking Holdings(02:31) Early Days of Priceline and Joining the Company(03:33) Dot-Com Boom and Financial Challenges(07:28) Travel Industry Resilience(07:47) Cultural and Economic Factors in Travel(09:17) Stock Splits and Employee Incentives(13:34) Acquisition of Booking.com and Active Hotels(24:20) Growth and Integration of Acquired Companies(29:11) Artificial Intelligence in Travel(30:57) Future of Travel and AI Integration(38:54) The Greatest Acquirers in History(39:16) Teamwork in Business Acquisitions(40:48) Challenges in M&A and Regulatory Hurdles(41:49) Patterns in Successful and Failed Deals(46:06) Cultural Alignment in Mergers(50:31) Brand Management and Integration(54:14) Regulatory Environment and Smart Regulations(01:00:11) Post-COVID Business Travel Trends(01:08:24) Leadership Through Crises(01:15:33) Technological Advancements in Travel Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

In this week's episode of the Business Buying Strategies podcast, Jonathan continues his discussion with Dean, one of his remarkable mastermind clients. They look at the details of Dean's business acquisitions to date, exploring the deal structure, negotiation tactics, and the challenges faced post-purchase. Dean shares candid stories about transforming a tough acquisition into a thriving business, highlighting the importance of good mentorship, team dynamics, and strategic planning. Additionally, Dean opens up about past entrepreneurial challenges and the lessons he has applied to achieve his current success. This episode is packed with invaluable insights for anyone interested in buying and growing a business. Key moments 00:59 Meet Dean: The Mastermind Client 01:24 The Acquisition Story: Negotiation and Deal Structure 04:32 Challenges and First Day of Ownership 06:57 Transforming the Business: Systems and Automation 08:47 Cultural Clashes and Staff Integration 15:41 Lessons Learned and Business Philosophy 18:46 The Coffee Shop Failure: A Turning Point 23:05 Advice for Aspiring Business Buyers 26:21 Conclusion and Future Plans   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

A Note from James:If my kids asked me, "What is the one podcast we should listen to to create financial security, wealth, whatever?"—this is the one I'd recommend. Codie Sanchez is so smart, thoughtful about business, and open about her journey to success, including the failures she's overcome.Her book, Main Street Millionaire, highlights how the most boring businesses—laundromats, car washes, and other everyday enterprises—are the true wealth creators. Codie shares her strategies for buying these businesses for little to no money down and scaling them for massive success. This episode is packed with actionable insights, so take notes, and if you have questions, hit me up on Twitter. Here's Codie Sanchez.Episode Description:James sits down with Main Street Millionaire author Codie Sanchez to explore the art of building wealth through "boring" businesses. Codie explains why chasing trendy industries like AI and crypto might not be the best path to financial freedom, and instead focuses on buying, scaling, and profiting from existing small businesses. They discuss why these overlooked enterprises can be goldmines and how to find, evaluate, and acquire them—even with minimal upfront capital. This episode is a roadmap for anyone dreaming of stepping off the corporate treadmill and building sustainable wealth.What You'll Learn:The Power of "Boring" Businesses: Why laundromats, car washes, and other Main Street enterprises consistently generate wealth.How to Find the Right Business to Buy: Codie's framework for identifying ideal opportunities, from seller motivations to business profitability.Creative Financing Strategies: Learn how to buy a business with little to no money down using seller financing.Scaling Simplified: Actionable tips to grow a small business by increasing visibility, average order value, and customer engagement.Overcoming the Fear of Entrepreneurship: How to shift your mindset and take calculated risks, even if you're starting as an employee.Timestamped Chapters:[01:30] Introduction to Codie Sanchez and her wealth-building philosophy.[02:29] Why "boring" businesses create lasting wealth.[03:01] Interview begins: Codie and James discuss Belgian Malinois dogs.[04:29] Following your own advice as an entrepreneur.[06:46] The power of a good book title and its lasting impression.[09:33] The evolution of business self-help books.[11:31] The Lindy Effect: Predicting a business's future longevity.[13:49] The decline of small business ownership in America.[14:59] Tax benefits of owning a business versus being an employee.[16:18] Seller financing explained: Buying with minimal upfront capital.[19:32] The Lindy Effect and why older businesses are safer investments.[22:27] Scaling strategies: Raising prices and increasing average order value.[29:45] Codie's journey: From corporate employee to serial entrepreneur.[36:23] First business acquisition: Lessons from Codie's laundromat.[38:55] Overcoming fear and ego risk in entrepreneurship.[44:18] Structuring deals: The balance between upfront payment and seller financing.[50:37] Real-life example: A flooring restoration business deal.[56:14] How to connect with retiring entrepreneurs for off-market deals.Additional Resources:Codie Sanchez's book: Main Street MillionaireFollow Codie Sanchez on Twitter: @Codie_SanchezExplore the concept of the Lindy Effect: Wikipedia - Lindy Effect ------------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltuchershow.com------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe to “The James Altucher Show” wherever you get your podcasts: Apple PodcastsiHeart RadioSpotifyFollow me on social media:YouTubeTwitterFacebookLinkedIn

Record your first video with Riverside - https://creators.riverside.fm/Codie - and use code CODIE for 15% off an individual plan. In this episode of the Big Deal Podcast, Codie interviews magician Alex Ramon, exploring the intersection of magic, psychology, and communication. They discuss how to read body language, the importance of first impressions, and techniques for engaging an audience. Alex shares insights on projecting confidence, the art of suggestion, and the significance of listening to your audience. The convo also delves into the secrets of magic and the role of hypnotism in performance. They draw parallels between the art of magic and business practices, emphasizing that honesty does not always equate to full transparency. Alex highlights the significance of clarity in goals and the continuous journey of learning and growth in both personal and professional realms. Alex also bought a business by learning from Codie. It was a vertical integration in the entertainment industry, sharing personal experiences and insights on financial management. The discussion transitions into negotiation strategies, emphasizing the significance of reframing objections during negotiations. YOU WON'T WANT TO MISS IT. Want to learn more about Alex? Website - www.alexramonmagic.com YT - www.youtube.com/alexramonmagic IG- @alexramon IG Business - @innovative.imprints Checkout More from Codie: Youtube: https://www.youtube.com/@CodieSanchezCT Instagram: https://www.instagram.com/codiesanchez/ TikTok: https://www.tiktok.com/@realcodiesanchez Free newsletter: https://contrarianthinking.biz/3XWLlZp Biz buying course: https://contrarianthinking.biz/3NhjGgN Resibrands: https://resibrands.com/ CT capital: https://contrarianthinking.biz/4eRyGOk Main st hold co: https://contrarianthinking.biz/3YfGa8u

In this episode of The Liquid Lunch Project, we sit down with Jeff Villwock, aka the "Acquisitions Professor." Jeff shares incredible stories from his decades-long career in investment banking and acquisitions, detailing everything from the 2008 financial crises to navigating COVID-19 as he helped businesses grow and survive.  If you're serious about buying or selling a business, Jeff's insights on navigating the real risks, learning from failures, and managing complex deals are pure gold. Who is Jeff? Jeff Villwock is a seasoned M&A expert with a wealth of experience in hospital group acquisitions, investment banking, and business growth strategies. Known for his sharp, no-BS approach, Jeff now dedicates his expertise to helping individuals and businesses thrive through acquisitions.  Episode Highlights: The surprising twists of acquisitions during the 2008 financial crisis and COVID-19 Why diligence, grit, and adaptability are essential in high-stakes deals Insider tactics to reduce costs and maximize profits in business operations The importance of having the right “why” before buying a business Tips for sellers on getting businesses ready for sale Tune in to learn the real story behind successful acquisitions and what it takes to be prepared for anything that comes your way.   Favorite Quote: “If you can get the person to understand why they want to buy a business, what do they bring to the table, then you can start… talking about which sector might look good.” Connect with Jeff: jeff@jeffvillwock.com www.acquisitionsprofessor.com https://www.jeffvillwock.com https://www.linkedin.com/in/jeffvillwock/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

In this episode of Above The Business, Bradley Hamner sits down with Conner Young, the Co-founder of Kairo Data, a groundbreaking acquisition platform designed to empower searchers, family offices, and investors in their journey to find, finance, and close deals with confidence.Over the past five years, Kairo Data has revolutionized the business acquisition landscape, serving more than 210 clients and connecting thousands to valuable opportunities. With an unparalleled database of over 18 million businesses, access to 4,000+ brokers, and a thriving network of over 1,000 industry professionals, Kairo Data has become the go-to resource for sourcing off-market businesses and facilitating seamless acquisitions.Conner shares his unique approach to deal-making, from building trust-based relationships with sellers to leveraging innovative financing strategies. He also opens up about his personal journey of resilience, including overcoming brain tumors and brain surgery, all while leading the fastest-growing SMB acquisition platform in the U.S.Whether you're a seasoned investor or just beginning your acquisition journey, this episode is packed with actionable insights on sourcing deals, negotiating effectively, and navigating the complex world of business acquisitions. Don't miss this inspiring and educational conversation with Conner Young.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Download the FREE Rainmaker to Architect Starter Kit at https://start.blueprintos.com! Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees' time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered.Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

Entrepreneurship is a risky game, but you can significantly reduce that risk with strategic acquisitions. This method allows you to take over existing businesses that already have proven cash flows and established customer bases. Being particularly interested in acquiring a company, I talked to Lisa Forrest, an expert at Live Oak Bank, about facilitating these types of smart business moves through SBA financing. In this episode, she explains how to use these loans effectively to secure successful acquisitions and create more prosperous entrepreneurial journeys.About Lisa ForrestLisa Forrest is the Co-Director of Sponsor Finance/Searchfund Lending at Live Oak Bank with over 30 years of experience in banking. She focuses on helping small business owners with both SBA and Conventional lending. Lisa is well-known across the country for her expertise in M&A deal structuring, especially within the Searchfund community. She helps entrepreneurs buy established companies and reduce risks by finding the right financing solutions.Lisa is particularly passionate about educating and supporting the next generation of business leaders, providing resources like cash flow models and executive summaries to simplify the acquisition process. Her hands-on, approachable style makes her a trusted partner in the acquisition space.Key Insights:Develop your own acquisition criteria. Define what type of business fits your goals before looking for companies. Consider industry, size, location, and cash flow. This helps you target businesses that align with your long-term vision and reduces wasted time looking at the wrong opportunities.Use cash flow models to evaluate deals. Before committing to an acquisition, use cash flow models to assess a company's financial health. By running scenarios, you can ensure the business will generate enough income to cover debt and other expenses after purchase.Take advantage of the “Silver Wave.” Many baby boomer business owners are retiring and looking to sell. Explore industries where this is happening to find well-established businesses available at reasonable prices.Maintain financial discipline. It's important not to overpay or over-leverage when acquiring a business. Ensure the acquisition makes financial sense by carefully analyzing the business's cash flow and ensuring there is room for market shifts or operational challenges.Prepare for post-acquisition integration. You need a plan for integrating the acquired business, including merging teams, operations, and cultures. Having a clear integration strategy minimizes disruption and improves operational efficiency.Lisa's best advice for entrepreneurs:“Cash flow is gonna be king and making sure you're not overpaying for a company, and you're not overleveraging it.”Connect with Lisa Forrest:LinkedInXFollow Beyond 8 Figures:LinkedInXWebsite

Welcome to a new episode of Business Lunch! In today's enlightening discussion, Roland and Ryan delve into the evolving landscape of private equity, particularly highlighting the transition from financial engineering strategies to valuing effective operations within businesses. They discuss the historical context of private equity transformations, the increasing importance of capable operators in business scalability, and the practical implications for entrepreneurs looking to grow or sell their companies in this competitive environment.Highlights:"Private equity's evolving: It's less about financial maneuvers and more about real growth through effective operations." "In the world of buying and selling businesses, the real stars now are the operators." "If you've got a solid ops team, private equity is going to see that as a huge plus." "We need to focus not just on engineering finances but on actually growing companies." Timestamps: 00:00 - Introduction to Private Equity and Business Growth 02:21 - Shifts in Private Equity Focus 04:13 - The Role of Operators in Today's Business Environment 07:24 - Challenges in Finding Valuable Business Deals 11:46 - Validation of New Business Strategies 13:26 - Historical Perspective on Private Equity Strategies 15:34 - Ethical Considerations in Business Acquisitions 18:42 - Competitive Landscape in Private Equity 22:03 - The Need for Effective Business Operations 24:54 - Opportunities for Entrepreneurs in Current Market 28:19 - The Importance of Entrepreneurial Skills in Business 32:04 - Hiring Strategies for Growing Businesses CONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

In Episode 306 of the DealQuest Podcast, I sit down with Brian Shields, a seasoned expert in business development and acquisitions with over 15 years of experience. Brian shares his remarkable journey from a high school deal maker to a prominent figure in the world of business roll-ups and strategic investments. With 16 transactions totaling over $60 million in the past five years, including a notable business roll-up that sold for three times its original purchase price, Brian offers invaluable insights into the deal-making process.If you're an entrepreneur, business leader, or investor interested in mastering the deal-making mindset and learning about strategic acquisitions, don't miss this episode. Brian offers a wealth of knowledge, drawing from his own experiences and delving into the motivations that drive retiring entrepreneurs beyond monetary gain.THE HEART OF DEAL-MAKING: FINDING MUTUAL VALUEDeal-making is often misunderstood as a complex and intimidating process. However, at its core, it's about something simple: identifying mutual value and finding a way to exchange it. Whether you're trading smoothies for internet time or negotiating a multi-million dollar deal, the principle remains the same.Successful deals rely on both parties feeling like they've gained something of value. In the world of deal-making, it's easy to fall into the trap of taking oneself too seriously. Shields highlights the importance of staying grounded, approachable, and genuine. Even in high-stakes negotiations, a little levity and authenticity can go a long way in building trust and successful partnerships.UNDERSTAND THE ‘WHY' BEHIND THE DEAL Before diving into any business deal or acquisition, it's crucial to understand your motivations. This includes knowing what you're trying to achieve, your objectives, and the driving factors behind the decision. Whether you're acquiring or selling, knowing the 'why' ensures the deal aligns with long-term goals and prevents future regret.This self-awareness is crucial for both buyers and sellers, as it allows you to tailor the deal to meet the specific needs and circumstances of all parties involved. In particular, recognizing the unique situation and priorities of the seller is vital for a successful acquisition. For instance, a retiring entrepreneur may place a higher value on preserving their legacy, ensuring the business's continued success, or protecting employee welfare than on maximizing financial gains. A successful deal maker will recognize and address these concerns.MAKE STRATEGIC FIT A TOP PRIORITY IN BUSINESS ACQUISITIONS When you're considering acquiring another business, it's crucial to focus on those that will integrate smoothly with your existing operations. This means looking for acquisitions that complement your current business structure, whether in terms of location, market presence, or the products and services you already offer. For example, acquiring a business that operates in a region where you already have a strong presence can help you streamline operations, reduce costs, and improve efficiency. Similarly, acquiring a company that offers products or services closely related to yours can enhance your market position and increase profitability. This approach helps ensure that any new business you bring on board not only fits well with what you already do but also strengthens and enhances your current operations.EVALUATE RISKS AND MAKE INFORMED DECISIONSEven if an opportunity seems promising, there could be hidden dangers that might threaten the long-term success of the acquisition. For example, a company that heavily relies on a single supplier or a key business relationship may face significant challenges if that relationship is disrupted. These kinds of risks can undermine the stability of the entire deal.Preventing such pitfalls requires a detailed risk assessment during the due diligence process. This means carefully analyzing every aspect of the potential acquisition, identifying any vulnerabilities, and determining whether the benefits outweigh these risks. If the risks are too significant, it's important to have the discipline to walk away, no matter how tempting the deal may seem.DILIGENCE IN EVALUATING KEY LEADERS The success of the acquisition often hinges on the people who will continue to manage the company after the deal is closed. This evaluation should go beyond simply getting a good impression of their personalities or leadership style. Instead, you need to look at their actual track record and performance. Examine objective data, such as performance metrics and past achievements, to understand how they have contributed to the company's success. Making decisions based solely on gut feelings or superficial impressions can lead to costly errors. By conducting a detailed and objective assessment, you can make more informed decisions and better ensure that the key leaders will help drive the acquisition's success.Tune into Episode 306 to hear Brian Shields' expert advice on navigating business development and acquisitions, building a supportive investor community, and achieving a healthy work-life balance. Whether you're involved in business acquisitions or interested in creating value through strategic investments, this episode offers a wealth of practical insights and strategies.• • •Listen to the Full DealQuest Podcast Episode Here:[https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer]• • •FOR MORE ON BRIAN SHIELDS:LinkedIn {https://www.linkedin.com/in/brianlshields/} Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Welcome to a new episode of Business Lunch! In this episode, Roland Frasier sits down with Jesse Jackson, one of his business partners and a successful entrepreneur who has scaled her automotive business to an eight-figure company in just a few years. Jesse shares her journey, the challenges she faced, and the strategies that helped her succeed, including the power of cold outreach and the importance of finding the right business partner. Whether you're interested in acquisitions, the automotive industry, or simply looking for inspiration, this episode is packed with valuable insights.Highlights:"You can't help but have a deal arrive in your lap if you commit to cold outreach.""I'm a mom of seven, and if I can grow an eight-figure business, so can you.""Every business problem can be solved with a solid process.""You're not taking something from someone; you're giving them a gift by buying their business."Timestamps:00:35 - Introduction to Jesse Jackson 01:56 - Building an Eight-Figure Business 03:12 - Shifting from Software to Automotive09:29 - Choosing the Right Business to Buy 16:33 - Raising Capital and Investor Relations 18:43 - Overcoming Challenges in Acquisitions 24:06 - Hustling After Acquisitions 26:55 - Implementing Systems and SOPs29:49 - Franchising vs. Company-Owned Expansion 35:46 - Final Advice and Encouragement CONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

This might just be the video that will convince you to go into the mortgaging business; even as a loan officer, they make a great deal of money! They say it even makes more money than the real estate business. Which one do you think makes more money? Real Estate or Mortgaging? --- Joseph Shalaby is the CEO of E Mortgage Management LLC (EMM), a prominent figure in the mortgage industry based in New Jersey, USA. With extensive experience and leadership, he spearheads EMM's operations, focusing on delivering exceptional residential mortgage solutions. Like this episode? Watch more like it