Podcasts about holdco

Most people think the biggest risk in buying a business is overpaying. It's not. It's signing an LOI you don't fully understand. Moving fast because someone on the internet told you speed wins. Then finding yourself thirty, forty thousand dollars deep into a deal that was never going to close the way you structured it. Eric Hsu has seen it happen more times than he can count. Over 160 closed deals as an M&A attorney who exclusively represents buyers. And the pattern almost always starts at the LOI - that document most first-time buyers treat like a formality. AI can hand you twenty questions to ask a seller. It can flag risk, validate numbers, model theory. It's genuinely useful. And genuinely dangerous when you don't know what you're actually looking at. Because AI can't read why a seller gets vague about their Google Ads account in a way that means something. It can't tell you that annual subscription revenue the seller just collected isn't really theirs yet - and your client inherits every obligation to fulfil it. It doesn't understand deal psychology. It can't sit across from someone who built their business over thirty years and feel where the resistance is coming from. That's pattern recognition. That's what 160 closed deals actually buys you. In this episode, Jaryd and Eric pull apart exactly where AI helps, where it quietly misleads you, and where it has no business making the call. You'll learn: Why the LOI is the single most expensive legal mistake first-time buyers make - and what stress-testing one actually looks like before you sign The working capital trap that kills deals mid-diligence and leaves buyers choosing between injecting $100K cash or walking away with nothing How SBA lending rules have shifted since mid-2025 - and why brokers now favour cash buyers who show up lender-ready from day one What AI genuinely cannot replicate: pattern recognition, human behaviour, and the deal empathy that holds negotiations together The holdco structure Eric recommends for portfolio buyers - when to set it up, why before your first SBA close, and what it actually costs Why integrity issues during diligence are non-negotiable walk-aways - and the dating analogy that explains exactly why The glue of the deal is the relationship. The trust. The ability to get both sides on a call and actually work something out. AI can model the numbers. It can't do that.

Publicis dropped a bomb on Sunday. By Monday, LinkedIn was on fire. Christian, co-host of the In/organic Podcast pulled together two of the sharpest voices in commerce and media to break down what this deal actually means — beyond the press release.Joining In/Organic for this special episode: Ari Paparo, 20-year ad tech veteran, host of the Marketecture podcast, and author of Yield: How Google Bought, Built and Bullied Its Way to Advertising Dominance — and Peter (PVSB) Bond, co-host of the CPG Guys podcast (closing in on episode 600) and Head of Industry and Client Engagement at Flywheel, the commerce acceleration division of Omnicom.This is the one episode this week you can't skip.What we cover: Is this really an agentic AI story or is that just the packaging? Why LiveRamp's client count is already down from 940 to 800 — and what happens next. Why Omnicom, WPP, and every other holdco is immediately accelerating their own identity builds. The three distinct assets inside LiveRamp and which one actually matters. Why Amazon Marketing Cloud is the elephant in the clean room conversation. What independent agencies and lower middle market ad tech players should actually do in response. And who the M&A targets are for anyone not named Publicis.Timestamps0:00 — Breaking news: Publicis announces plan to acquire LiveRamp1:58 — Deal terms: $2.5B total EV, $2.16B net of cash, 2.8x revenue2:45 — Guest intros: Ari Paparo (Marketecture) and Peter Bond (CPG Guys / Flywheel)4:00 — The backstory: IPG acquired Acxiom in 2018 but deliberately excluded LiveRamp5:30 — Is this an agentic AI story? Ari's honest take7:30 — The agent execution problem: why data rails matter as much as intelligence8:43 — The MCP angle: data as enabler vs. data as action9:32 — Data supremacy and the holdco war — Peter's perspective11:00 — LiveRamp client attrition: 940 → 800 and Horizon already looking to exit11:35 — Auren Hoffman's forlorn X post and what's buried in it12:28 — What does WPP, Omnicom, and every other holdco do now?13:18 — Publicis's track record: Epsilon, Citrus Ad, Sapient — and whether Profiteur was worth it14:55 — Breaking down LiveRamp's three assets: Ramp ID, clean room (Habu), and onboarding16:30 — WPP acquired Infosum. Omnicom has Acxiom/Real ID. Who's missing what?17:38 — Amazon Marketing Cloud owns 75% of retail media ad dollars — what does that leave LiveRamp?19:33 — Benoit from Liquid Death: "Not having a clean room strategy in 2026 is malfeasance"20:35 — What this means for independent agencies and lower middle market ad tech players22:21 — LiveRamp as a natural monopoly — and why competitors now have a real window23:35 — The Flywheel parallel: neutrality ends the moment you're inside a holdco25:48 — M&A targets for the corps dev teams at PMG, Horizon, and the super-independents27:16 — The Trade Desk's UID2: worth billions as a standalone, invisible inside the DSP27:36 — The financial model of holdcos is fundamentally transforming — Peter's closing argument29:12 — Ari's final shout-out: Optimal as the leading independent clean room target

Gant Elmore and Matt Moldenhauer each bought $2m businesses they built over years. Today their holdco does over $200m. Register for the webinar:Revenue Recognition & Quality of Revenue in SMB Deals - TOMORROW!! - https://bit.ly/4dMvx4wTopics in Matt & Gant's interview:3 generations of acquisition entrepreneursMatt started as operator, became partnerBain mentors warned Matt not to do ETAGoal of owning 50 companies by 2050Being the Ferrari in a price-competitive industryWhy they prefer holding to exitingChallenge of giving control to an operatorGant and his dad teach ETA togetherWar stories from small business operationsDemand exceeds supply of great businessesReferences and how to contact Matt & Gant:Elmore Companiesmatt.moldenhauer@elmorecompanies.comMatt's LinkedInGant's LinkedInDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact jenny@aspenhr.comGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit for acquisition diligence or post-close transition.Visit inzotechnologies.com/eta.Connect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Drawing on over a decade of experience on the brand, HoldCo, and agency sides of DTC, Andrew Faris (Founder, AJF Growth) joins Connor MacDonald (CMO, Ridge) and Cody Plofker (CEO, Jones Road Beauty) to discuss what it takes to build and scale an ecommerce brand across every stage of growth. The conversation covers what advice from larger operators can get wrong for smaller brands and why AOV may be the most underrated metric in subscription businesses. They explore how to think about the atomic units of an offer, the real trade-offs between in-house and agency media buying, and why the message is the most underrated growth tactic in ecommerce today. This episode is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your Axon by AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators 

Points of Interest 00:01 – 00:38 – Introduction: Marcel introduces Sei-Wook Kim, co-founder of Barrel and Barrel Holdings, highlighting his experience building and scaling multiple agencies. 00:38 – 01:31 – What Barrel Holdings Does: Sei-Wook explains their holdco structure, managing a portfolio of independent, specialized marketing agencies with a long-term acquisition strategy. 01:31 – 03:31 – Origin of the Holdco Model: The conversation explores how Barrel evolved from a single agency into multiple businesses through spin-offs and organic opportunities. 03:31 – 04:56 – Shift from Incubation to Acquisition: Sei-Wook shares why they moved from building agencies from scratch to acquiring established firms to accelerate growth. 04:56 – 06:07 – Independent Portfolio vs Roll-Up Strategy: They discuss why Barrel Holdings avoids the traditional roll-up model in favor of independently operated agencies with separate P&Ls. 06:07 – 07:31 – Long-Term Investment Philosophy: Sei-Wook explains their long-term hold strategy, focusing on durability, adaptability, and avoiding short-term exit pressure. 07:31 – 09:09 – Capital Strategy and Self-Funding: The discussion covers their decision to fund acquisitions through internal capital and debt rather than external investors. 09:09 – 12:52 – What Makes an Agency Attractive: Sei-Wook outlines key acquisition criteria, including specialization, recurring revenue, and strong leadership teams. 12:52 – 15:06 – Challenges in Financial Diligence: They break down common issues in agency financials, including inconsistent revenue tracking and unclear cost structures. 15:06 – 17:29 – Understanding True Profitability: The conversation highlights how to normalize owner compensation and adjust financials to reflect true EBITDA. 17:29 – 21:01 – Operating Model and Performance Metrics: Sei-Wook explains their weekly and quarterly cadence, including key metrics like revenue, expenses, and pipeline forecasting. 21:01 – 35:43 – Forecasting, Scaling, and the Impact of AI: The episode closes with insights on forecasting discipline, scaling leadership across multiple agencies, and how AI may reshape agency value and delivery. Show Notes Sei-Wook Kim on LinkedIn Peter Kang on LinkedIn Agency Habits Website Barrel Holdings Website Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if you could sell a business, get it handed back to you for $100, flip it again for a profit -and use that whole experience to build something even bigger? That's not luck. That's Qayyum Rajan. In this episode, Jaryd sits down with Qayyum -founder, developer, and holdco builder -who turned a single LinkedIn cold message into a PE exit, watched that same PE firm quietly forget his business existed, bought it back for $100, and relisted it on MicroAcquire while two buyers bid against each other in real time. But here's where it gets really interesting. After the exit, while everyone else was running away from content sites -Google had just torched their traffic with the helpful content update -Qayyum was running toward them. Buying burnt-out founders' blogs for $10K–$50K. Merging them. Building newsletters nobody had touched. Going faceless on YouTube. And quietly turning the whole thing into a cash-flowing media holdco that made back its entire investment in nine months. You'll learn how he evaluates and closes acquisitions in under 24 hours, why "domain authority and love" are his two non-negotiables, what it actually looks like to consolidate three sites under one domain without destroying the traffic -and why he thinks the biggest opportunity in content right now is hiding inside the businesses everyone else already walked away from. Most buyers wait for the perfect business. Qayyum just knows how to read the ones everyone else missed.

Matthew Goforth v. Transform Holdco, LLC

Host: Paul McIntyre, Editor-At-Large Merging two massive holdco structures after the global Omnicom-IPG merger and culling 100 brands is not for the faint hearted. Overhauling the local operating model entirely at the same time? Fraught with risk. But Nick Garrett’s master plan has the blessing of Omnicom chairman John Wren, and Garrett says he wouldn’t have taken the job without licence to radically recut the ANZ business. If it works, “I think the US and other markets are all looking at this with support and optimism, hoping that this is a great test case”, says Garrett. The new model puts a three-pronged upstream advisory layer at the top of its structure, supported by six ‘centres of excellence’, pooling and centralising resources to concentrate firepower as Omnicom heads “upstream”. It’s going head-to-head in “transformation” and business strategy through brand with the likes of Accenture, Deloitte, McKinsey and Bain while taking marketers and customer chiefs upstream with them. Too many marketers have been relegated to execution, per Garrett. He thinks Omnicom Oceania’s new approach can help both parties regain strategic high ground. Corporate and government relations firm GRACosway may play an outsized role in opening up that pathway. A major content and creative automation play for the group is also imminent – but it’s not Ted Horton’s BRX. Garrett says not to undertake radical surgery poses the greatest risk for comms holding companies – they’ve become too narrow and communications focused and lost the strategic high ground across industries and inside corporate executive leadership teams. With IPG absorbed, he thinks widespread industry speculation that at least one, perhaps two fewer direct holdco competitors by year’s end is plausible - a WPP break-up and piecemeal sell-off being one of them. But it’s telling that while eyeing consulting firms’ turf and moving away from a media and creative-led holdco into marketing transformation services, Garrett, when pushed, reckons Publicis is a bigger threat to Omnicom’s new growth model than Accenture Song. Despite the seismic overhaul, Garrett claims Omnicom Oceania is six months ahead of where the market thinks it is. But the proof is in the pudding – there’s a lot riding on whether Omnicom’s people can actually stretch to the new model’s intent. Garrett’s confident. Here’s what’s coming next. See omnystudio.com/listener for privacy information.

On today's episode, Dr. Mark Costes sits down with M&A expert Brannon Moncrief to break down the current dental consolidation landscape and what it really means for practice owners considering a sale. They discuss why 2025 was a strong year for strategic sellers despite tighter capital markets, how deal structures have evolved from pure HoldCo models to joint venture alignments, and why organic growth now matters more than simply stacking EBITDA.  Brannon shares insights on recap realities, earn-outs versus earn-ups, and why age and runway dramatically impact leverage in negotiations. They also dive into common seller mistakes, the risks of waiting too long in a shifting consolidation cycle, and how to think critically about equity projections and "unicorn" promises. If you're planning an eventual transition—whether next year or a decade from now—this episode offers a pragmatic look at how to prepare and position yourself for the best possible outcome. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://dentaltransitions.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Ready to break through your business growth ceiling? In this insightful episode of TBCY, host Ashutosh Garg sits down with Sid Jashnani, a Certified EOS Implementer, founder of Rekruuto, and serial HoldCo entrepreneur. Discover how the Entrepreneurial Operating System (EOS) transforms founder-led organizations, scales businesses beyond $5–10M, and helps leadership teams achieve self-operating, high-trust cultures.Sid Jashnani opens up about his early failures and victories, the crucial skill of firing oneself and delegating leadership, why processes may feel painful but are essential for sustained growth, and why culture cannot be compromised for high performance. Ashutosh Garg guides the conversation with insightful questions, taking you through the core EOS principles—vision, people, data, issues, processes, and traction—and real-life examples from Sid Jashnani's entrepreneurial journey.If you're a business leader, founder, or aspiring entrepreneur looking to scale your company and build an accountable, high-performing team, this episode is a must-watch!

In this episode of The Cash Rich Exit Podcast, host Colleen O'Connell-Campbell sits down with Muneer Feeroze and Clark Steffy of Canadian Benefits Associates to unpack two powerful retirement tools for incorporated entrepreneurs: individual pension plans (IPPs) and retirement compensation arrangements (RCAs). Together, they walk through where these plans can outperform an RRSP, what "tax smart" really means in practice, and the operational realities founders need to understand before setting anything up.   In this conversation, they cover:   Who an IPP is for, and when it starts to beat an RRSP Muneer explains that IPP contribution room increases with age, and outlines a crossover point where the IPP can become more compelling than the standard RRSP approach.   The income detail founders often miss If you want to build contribution room, the plan is tied to T4 income rather than dividend income. This becomes part of the "prep phase" for incorporated owners who have flexibility in how they pay themselves.   The alphabet soup explained: why RCAs show up in the same conversation They position an RCA as a way to fund retirement benefits beyond the IPP's cap, and discuss how these tools can work as a broader strategy for lowering tax burdens and boosting retirement outcomes.   Flexibility versus access: what you can (and cannot) do with IPP assets They discuss the reality that IPPs can be funded with flexibility, but accessing the assets is more rigid unless you wind the plan up, which takes time and has costs.   Creditor protection as a strategic feature They explain how an IPP is funded into a beneficiary trust structure, and why that can provide meaningful creditor protection relative to keeping assets inside the corporation.   What it costs to run an IPP Unlike an RRSP, IPPs require actuarial and regulatory filings, including valuation reports filed periodically. Muneer shares a concrete annual fee example for 2025 and what it covers.   What happens to the IPP if you sell your business They explain that an IPP needs a sponsoring corporation, and outline common paths business owners can take (including sponsorship through a Holdco, or winding up the plan). They also flag that wind-ups can trigger maximum transfer rules, which may force a portion to be paid out as taxable cash in the year of wind-up.   Family and succession planning use cases They discuss how an IPP can be used in a family succession context, including why some people refer to it as a "family pension plan" and how intergenerational wealth transfer can become part of the strategy when a business remains the sponsor over time.   Key takeaways for incorporated founders An IPP can be a tax smart retirement engine for the right incorporated owner, but it comes with rules, admin, and costs that need to be understood up front. You can fund with more flexibility as you age, but access is not as instant as an RRSP unless you plan for wind-up timing and implications. The structure can support creditor protection and estate or succession planning in ways many founders do not consider early enough. Book a one on one Wealth Gap Analysis with Colleen O'Connell-Campbell to pressure test whether your personal plan is aligned with your exit and retirement strategy.   Please leave a five star rating and a short review to help more founders discover The Cash Rich Exit Podcast. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.   All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.   This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.   Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

Family planning and entrepreneurship converged as Linh & Leo Van Deibel bought their first (and not last) business.Topics in Linh & Leo's interview:Making the case for business acquisitionTaking family planning into accountSearching in the UK as a non-citizenBeing taken seriously as an Asian womanTheir goal of building a holdcoThousands of meetings with sellersSearch is a numbers gameBrutal IVF processGiving up on acquiring SaaSBuying an engineering consulting firmReferences and how to contact Linh & Leo:Linh Van Deibel LinkedInLeo Deibel LinkedInTheir acquisition, Infrastructure Design SolutionsLinh Tran on Acquiring Minds: The Dream Outcome: From $300k to $5m EBITDAGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

This week on The Data Minute, Peter sits down with Vivek Ladsariya, Managing Director at Pioneer Square Labs, for a deep dive into the Seattle startup ecosystem and the evolving world of venture studios.Vivek breaks down why Seattle has become the quiet giant of AI infrastructure, holding the second-highest concentration of AI talent in the US, and explains why the "locked up" talent at Amazon and Microsoft is finally breaking free. He also gives a candid assessment of the venture studio model, why many studios are "zombies," how AI is forcing them to pivot to a holding company structure, and why he actually encourages his Seattle founders to move to San Francisco.They also discuss the economics of small funds vs. mega funds, why signaling risk is real for follow-on rounds, and the "unscalable" things emerging managers must do to compete. Plus: a look at an investment fighting the loneliness epidemic and a rare story of a VC voluntarily taking dilution to save a cap table.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:00:00 – Intro: Seattle, Studios, and AI01:10 – Welcome Vivek Ladsariya02:22 – How mega funds warped the SF market05:08 – Inside Pioneer Square Labs06:40 – The "Bar Test": Speed of funding in SF vs. Seattle09:23 – Is Seattle talent trapped in Big Tech?11:46 – The "Cracked Kid" vs. The Seasoned Exec15:50 – Why Seattle is the #2 AI hub in the US17:02 – Why Vivek wants Seattle founders to move to SF20:10 – The case against remote work for startups21:53 – Why Seattle is the infrastructure capital of AI24:11 – The Venture Studio model: Why do VCs hate it?27:10 – How AI is disrupting the studio model29:00 – The HoldCo future: Hims & Hers and Liquid Death31:22 – Using a studio to compete with mega-fund platforms33:45 – Why PSL will never raise a mega fund36:16 – The psychology of follow-on reserves38:56 – Signaling risk: "Why didn't Andreessen invest?"41:30 – Secondaries vs. holding onto winners45:28 – Are LPs tired of mega funds?46:31 – Why you can't be a solo GP forever48:56 – Investing in the loneliness epidemic (Tin Can)50:43 – The most value-add thing a VC can do52:07 – OutroThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights reserved.

In this episode, the host interviews Kelcey Lehrich, founder of 365 Holdings and co-founder of the HoldCo Conference. Kelcey shares her journey from traditional business to e-commerce, the growth of 365 Holdings, and the challenges of acquiring and integrating multiple brands. He discusses the purpose of the Holdco Conference for multi-business entrepreneurs, strategies for stable acquisitions, and the realities of shared services. The episode offers practical advice on self-awareness, focusing on key business levers, and learning from experience in scaling and managing holding companies.Chapters:Introduction to Kelcey Lehrich and Holdco Conference (00:00:00)Kelsey introduces himself and explains the origin and purpose of the Holdco Conference for multi-business entrepreneurs.Kelcey's Journey into E-commerce and 365 Holdings (00:02:22)Kelcey shares how he and his partner entered e-commerce, acquired their first businesses, and built 365 Holdings.365 Holdings' Structure and Focus (00:03:30)Discussion of 365 Holdings' current scale, vertical integration, and future focus on food, baby, and consumable brands.Growth Strategies: Product Launches and Acquisitions (00:04:28)Comparison of launching new products versus acquiring businesses, and the importance of consistent experimentation.What to Avoid When Acquiring Businesses (00:05:52)Kelcey outlines lessons learned and what to avoid when evaluating acquisition opportunities.365 Holdings' Core Strengths and Incremental Improvements (00:07:04)Exploration of the company's strengths, vertical integration, and focus on small, compounding operational improvements.The Reality of Shared Services in a Holdco (00:09:54)Kelcey discusses the challenges and realities of sharing services across multiple brands in a holding company.Three Actionable Takeaways for Entrepreneurs (00:11:44)Host summarizes three key lessons: self-awareness, vision and action, and learning through experience in M&A.Kelcey's Book Recommendation (00:14:03)Kelcey recommends "The Hard Thing About Hard Things" by Ben Horowitz for entrepreneurs managing growing teams.Favorite Productivity Tool (00:14:40)Kelcey shares Superhuman as his favorite email productivity tool.Influential Figures in E-commerce (00:15:25)Kelcey discusses the many people who have influenced him, mentioning Gary Vee, Roland Frazier, and others.How to Connect with Kelcey and Learn More (00:16:59)Kelcey provides ways to connect with him and learn more about Holdco Conference and 365 Holdings.Links and Mentions:Tools and ResourcesSuperhumanWebsitesHoldco Conference365 HoldingsBooksThe Hard Thing About Hard Things by Ben Horowitz on AmazonInfluential FiguresGary Vaynerchuk (Gary Vee)Roland FrasierTranscript:Josh 00:00:00  Today I'm super excited to introduce you to Kelcey Lehrich. Welcome to the podcast, Kelcey.Kelcey 00:00:05  Thank you for having me. Great to be here.Josh 00:00:06  Kelcey I attended Holdco conference. You did a fantastic job. That was your first ever Holdco conference. Tell our guests a little bit more about this Holdco conference, because I think it's really unique. And you're kind of one of the first to kind of come up with this type of holding company conference.Kelcey 00:00:24  Yeah. So I appreciate your kind words and glad you could come. And we'll see you there next year. date's coming soon. so I have a friend in town named John Wilson. you can find him on the internet. He's pretty public. he and I met, and we both have, 50 to 100 employees, multiple tens of millions of revenue, and we have multiple businesses. And we knew a few other people that had similar circumstances. And there really was no event, no conference, no, kind of home base or hangout place for people like us.Kelcey 00:00:56  And one day I'm like, hey, like, why don't we go ahead and we'll host the party. and so John and I partnered on that project, and, from January, when it was kind of hatched with the tweet to July, it was a bit of a wild ride, but it was a lot of fun. We're really proud of the first year. And, yeah, it's meant to be the place that multi business entrepreneurs called the holding company, meet, learn, scale and grow. But the kind of niche there is that if you're in software and you're venture backed, there's a conference for you. If you are in real estate, there's a conference for you. If you are in insert any industry, sales, metal stamping, mobile home parks, whatever it is, there's a conference for you. If you're a Holdco entrepreneur, there really wasn't a place to call your own. And our vision for Holdco is to be kind of that home base for people like us.Josh 00:01:43  Yeah, I love that.Josh 00:01:44  I love what you guys have started there. And I think we'll dive into that a little bit in more detail later in this podcast. But Kelcey, you've got a vast experience in e-commerce. Obviously you have a holding company that has multiple brands. You've acquired multiple e-commerce brands, you've grown them, you've scaled them. So you have a wealth of knowledge. And for our listeners that have established businesses, they're looking to take things to the next level. I think they're going to be able to learn a lot from you. So why don't we rewind the tapes a little bit? Kelcey? And why don't you tell us a little bit about how you got into the e-commerce world to begin with, and then what led to the formation of 365 holdings?Kelcey 00:02:22  So six years ago, my partner and I, his name is Justin. I'm kind of the ideas guy, and he's kind of the executor. She's familiar with iOS. I've got the kind of visionary CEO role and he's kind of the integrator or CFO, and he and I have worked there for a long time.Kelcey 00:02:37  And prior to e-commerce, it was kind of like, the same idea. However, instead of ideas and strategy and like execution, it was like I was the sales guy and he was like the ops guy and all of our prior businesses, but we weren't online. We've never, never run ads, never shipped products. But we had sold a business for just enough money to make a down payment on an SBA loan. We had sold a business for $100,000, which was a lot of money. We did not hold any of it aside for taxes. We put all 100 grand down on the $900,000 loan to buy the million dollar first business. That was how we got started. 60 days later, we drained the checking account and maxed out the line of credit and bought another one. And thus begins the compounding. So, Yeah, six years ago. by by two that that, spring and summer, we had always had a vision of back to the old topic, wanting to run many businesses. We wanted to have diversity.Kelcey 00:03:30  I guess that's like, hey, what if you focused? What if you just did one thing? Could it be bigger? And my answer is like, I don't know, probably. But this is the business I want to have. I want to do many things. one of the things financially from a diversification perspective. two, I think it's fun. It's like what I want. So like, yes, this is what I'm doing. I'm sure it's like slightly less optimal than, I don't know. but six years have elapsed and today we've got 80 some employees. Six brands. we're in Akron, Ohio, and heavily vertically integrated. So we do in-house customer service, in-house ...

The 5 things you need to know before the stock market opens today: A new ruling decided Google can keep Chrome, OpenAI is buying a product development startup for $1.1 billion, activist hedge fund Holdco is reportedly putting pressure on Comerica to sell or face a board challenge, Zscaler shares are up after strong revenue guidance, and Disney will pay $10 million to settle FTC claims it unlawfully collected children's data. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Beehiiv is the newsletter platform I've used for over a year and a half because their data shows you exactly what's working. Get 30% off three months at ⁠⁠beehiiv.com/chris⁠___Check out my newsletter at ⁠⁠⁠⁠⁠⁠TKOPOD.com⁠⁠⁠⁠⁠⁠ and join my new community at ⁠⁠⁠⁠⁠⁠TKOwners.com⁠⁠⁠⁠⁠⁠.___HoldCo Bros are back! In this episode, Nik and I talk about some surprisingly profitable business ideas. We start with weddings as a service, where one guy built a $3M/year business without owning a venue. Then we get into how you could create your own Texas Snacks by reselling merch from local tourist attractions like Lambert's Café or Big Texan Steak Ranch. We also go deep on the insane potential of Drive a Tank—an experience business that feels like real-life Call of Duty. And finally, we break down why Meta's AI-powered ads are working better than ever and how to take advantage as a small business owner.Learn more about Nik here: ⁠⁠⁠⁠⁠http://linktr.ee/cofoundersnik⁠⁠⁠⁠⁠Share your ideas with us:Nik@cofounders.comChris@cofounders.comEnjoy!---Watch this on YouTube instead here: ⁠⁠⁠⁠⁠⁠tkopod.co/p-yt⁠⁠⁠⁠⁠⁠Ask me a question on or off the show here: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-ask⁠⁠⁠⁠⁠⁠Learn more about me: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-cjk⁠⁠⁠⁠⁠⁠Learn about my company: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-cof⁠⁠⁠⁠⁠⁠Follow me on Twitter here: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-x⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free weekly business ideas newsletter: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-nl⁠⁠⁠⁠⁠⁠Share this podcast: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-all⁠⁠⁠⁠⁠⁠Scrape small business data: ⁠⁠⁠⁠⁠⁠http://tkopod.co/p-os⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---

Beehiiv is the newsletter platform I've used for over a year and a half because their data shows you exactly what's working. Get 30% off three months at ⁠beehiiv.com/chris___Check out my newsletter at ⁠⁠⁠⁠⁠TKOPOD.com⁠⁠⁠⁠⁠ and join my new community at ⁠⁠⁠⁠⁠TKOwners.com⁠⁠⁠⁠⁠.___HoldCo Bros are back. In this episode, Nik and I break down how Alex Hormozi pulled off the biggest nonfiction book launch of all time and made $105 million in one day. We walk through his full story from sleeping on the floor of his gym to selling Gym Launch and launching Acquisition.com with Layla. We explain how the Customer Financed Acquisition model actually works, why his launch strategy is a blueprint anyone can use, and what every founder can learn from his failures, focus, and wild ability to compound over time.Learn more about Nik here: ⁠⁠⁠⁠http://linktr.ee/cofoundersnik⁠⁠⁠⁠Share your ideas with us:Nik@cofounders.comChris@cofounders.comEnjoy!---Watch this on YouTube instead here: ⁠⁠⁠⁠⁠tkopod.co/p-yt⁠⁠⁠⁠⁠Ask me a question on or off the show here: ⁠⁠⁠⁠⁠http://tkopod.co/p-ask⁠⁠⁠⁠⁠Learn more about me: ⁠⁠⁠⁠⁠http://tkopod.co/p-cjk⁠⁠⁠⁠⁠Learn about my company: ⁠⁠⁠⁠⁠http://tkopod.co/p-cof⁠⁠⁠⁠⁠Follow me on Twitter here: ⁠⁠⁠⁠⁠http://tkopod.co/p-x⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free weekly business ideas newsletter: ⁠⁠⁠⁠⁠http://tkopod.co/p-nl⁠⁠⁠⁠⁠Share this podcast: ⁠⁠⁠⁠⁠http://tkopod.co/p-all⁠⁠⁠⁠⁠Scrape small business data: ⁠⁠⁠⁠⁠http://tkopod.co/p-os⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---00:00 The Phenomenon of Alex Hormozi10:01 The Early Life and Education of Alex Hormozi20:05 The Turning Point: From Corporate to Entrepreneur29:44 Building a Business: The Gym Launch Journey39:46 Overcoming Adversity: Lessons from Setbacks49:57 The Marketing Genius Behind Hormozi's Success34:29 Building a Business Empire: Acquisition.com and Beyond39:46 The Launch Strategy: $105 Million in One Day47:04 Finding Your Passion: The Key to Success54:14 Contemplation and Action: The Balance of Decision Making

Check out my newsletter at ⁠⁠⁠⁠TKOPOD.com⁠⁠⁠⁠ and join my new community at ⁠⁠⁠⁠TKOwners.com⁠⁠⁠⁠.Beehiiv is the newsletter platform I've used for over a year and a half because their data shows you exactly what's working. Get 30% off three months at beehive.com/chrisHoldCo Bros are back. In this one Nik and I map out a crazy challenge for next summer where I start a new business in every state in 50 days. We get into state‑specific ideas like Breaking Bad tourism in New Mexico with themed experiences and rentable props, shed hunting in Wyoming and Montana, and even a tour guide concept for Zion National Park. We also break down goats for land clearing and wildfire prevention as a real business with simple lead gen using Meta ads to target rural landowners. Then we riff on the Unclaimed Baggage monopoly in Alabama, what other lost and found style markets might exist in hotels, Airbnbs, and car rentals, and how to play the middleman to turn overlooked inventory into profit. Learn more about Nik here: ⁠⁠⁠http://linktr.ee/cofoundersnik⁠⁠⁠Share your ideas with us:Nik@cofounders.comChris@cofounders.comEnjoy!---Watch this on YouTube instead here: ⁠⁠⁠⁠tkopod.co/p-yt⁠⁠⁠⁠Ask me a question on or off the show here: ⁠⁠⁠⁠http://tkopod.co/p-ask⁠⁠⁠⁠Learn more about me: ⁠⁠⁠⁠http://tkopod.co/p-cjk⁠⁠⁠⁠Learn about my company: ⁠⁠⁠⁠http://tkopod.co/p-cof⁠⁠⁠⁠Follow me on Twitter here: ⁠⁠⁠⁠http://tkopod.co/p-x⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free weekly business ideas newsletter: ⁠⁠⁠⁠http://tkopod.co/p-nl⁠⁠⁠⁠Share this podcast: ⁠⁠⁠⁠http://tkopod.co/p-all⁠⁠⁠⁠Scrape small business data: ⁠⁠⁠⁠http://tkopod.co/p-os⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---00:00 The Cost of Clearing Land and Business Ideas02:56 Starting a Business in 50 States05:46 The Power of Influencer Marketing09:08 Unique Business Concepts for Each State11:56 Monetizing Local Attractions and Experiences15:01 The Unclaimed Baggage Business Model17:53 Innovative Ideas for Movie Props and Tours20:47 The Goat Business Model for Land Clearing

Smithlist is a job board for leadership roles at small businesses. If you're not ready to buy a business but want to lead one:Smithlist - Operate & Lead a BusinessAfter success as a traditional searcher, Eric Calderon started building an industry-focused holding company in 2020.Topics in Eric's interview:Accepting investment from Rick and RoyceAcquiring through traditional searchCommitment to community banksUps and downs of the oil and gas industry“You gotta tell your story to anyone who's listening”Emotional challenges of downsizingShared services vs. decentralizationRecruiting patient capital for a long-term holdWhy $1m SDE is the target size for holdco acquisitionsEvolving from operator to investorReferences and how to contact Eric:LinkedInTXE CapitalRick & Royce on Acquiring Minds: The 2 Professors Who Helped Start the ETA MovementReid PennebakerETA Circle - HoustonGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre your retained earnings just sitting idle in your corporation — taxed if touched and seemingly out of reach?Many Canadian business owners struggle to unlock the full potential of their corporate cash. Between tax traps and limited investment options, it often feels like you're stuck watching your money stagnate. This episode uncovers a smart, lesser-known strategy to keep your retained earnings working for you — without triggering personal taxes or resorting to risky bets. This episode shares a recording of a joint webinar between PE-GATE and the team at Canadian Wealth Secrets. Tune in to discover:How to invest your corporation's retained earnings into private businesses while keeping the taxman at bayWhat makes private equity a powerful, tax-efficient asset class — and how regular business owners can finally access itWhy boring, cash-flowing businesses might be the best-kept secret to growing wealth in CanadaIf you're a Canadian business owner ready to put your corporate dollars to work, hit play now and learn how to unlock strategic growth without paying more tax.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian entrepreneurs seeking financial independence and early retirement are increasingly turning to private equity as a core component of their corporate wealth planning. By strategically investing retained earnings into this high-performing asset class, business owners can unlock powerful tax-efficient investing opportunities that go beyond traditional RRSP optimization or real estate investing in Canada. With a focus on liquidity, corporate structure optimization, and tailored investment bucket strategies, this approach supports a modest lifestyle wealtReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Check out my newsletter at ⁠⁠⁠TKOPOD.com⁠⁠⁠ and join my new community at ⁠⁠⁠TKOwners.com⁠⁠⁠.HoldCo Bros are back with part two of our million dollar in six months challenge. If you missed part one, go check it out here: [ https://spotifycreators-web.app.link/e/5y6hOtgrtVb ]. In this episode, Nik and I keep stacking high return business ideas you could actually start today. We dig into liquidation flipping for fast cash, breaking down how to buy inventory for pennies on the dollar and move it for solid margins. We explore the strategy of buying a business and adding instant value through AI automation to unlock massive equity gains from day one. I share my glamping site idea for under served markets, plus a unique equity for value add deal inspired by our friend Hector. We also kick around niche service plays like coil cleaning for grocery stores and even unconventional experiences like a “fantasy camp” for mowing enthusiasts. This one is packed with creative ways to hit big revenue fast and some might surprise you.Learn more about Nik here: ⁠⁠http://linktr.ee/cofoundersnik⁠⁠Share your ideas with us:Nik@cofounders.comChris@cofounders.comEnjoy!---Watch this on YouTube instead here: ⁠⁠⁠tkopod.co/p-yt⁠⁠⁠Ask me a question on or off the show here: ⁠⁠⁠http://tkopod.co/p-ask⁠⁠⁠Learn more about me: ⁠⁠⁠http://tkopod.co/p-cjk⁠⁠⁠Learn about my company: ⁠⁠⁠http://tkopod.co/p-cof⁠⁠⁠Follow me on Twitter here: ⁠⁠⁠http://tkopod.co/p-x⁠⁠⁠⁠⁠⁠⁠Free weekly business ideas newsletter: ⁠⁠⁠http://tkopod.co/p-nl⁠⁠⁠Share this podcast: ⁠⁠⁠http://tkopod.co/p-all⁠⁠⁠Scrape small business data: ⁠⁠⁠http://tkopod.co/p-os⁠⁠⁠⁠⁠⁠⁠---00:00 Starting Small: The Power of Flipping Equipment02:56 Leveraging AI for Business Growth05:50 Innovative Business Models: Equity Without Purchase08:59 Exploring Glamping: A Unique Investment Opportunity11:59 Niche Markets: Finding Pain Points to Profit14:54 Creative Business Ideas: Bingo and Beyond17:47 The Future of AI in Small Business20:38 Building a Business: The Importance of Experience23:34 Final Thoughts: Choosing the Right Business Model

Check out my newsletter at ⁠⁠TKOPOD.com⁠⁠ and join my new community at ⁠⁠TKOwners.com⁠⁠.HoldCo Bros are back! In this episode, Nik and I take on a simple but powerful challenge: how would you build a business worth $1 million in just six months? We each pitch our favorite ideas, from RV rentals and AI wrapper agencies to offshore staffing, buying up newsletters, and starting an AI automation agency with real clients and real money. Nik lays out his hero workflow strategy, and I break down how I spun up an AI-powered voice agent for a garage door company and closed a deal in under an hour.Learn more about Nik here: ⁠http://linktr.ee/cofoundersnik⁠Share your ideas with us:Nik@cofounders.comChris@cofounders.comEnjoy!---Watch this on YouTube instead here: ⁠⁠tkopod.co/p-yt⁠⁠Ask me a question on or off the show here: ⁠⁠http://tkopod.co/p-ask⁠⁠Learn more about me: ⁠⁠http://tkopod.co/p-cjk⁠⁠Learn about my company: ⁠⁠http://tkopod.co/p-cof⁠⁠Follow me on Twitter here: ⁠⁠http://tkopod.co/p-x⁠⁠⁠⁠Free weekly business ideas newsletter: ⁠⁠http://tkopod.co/p-nl⁠⁠Share this podcast: ⁠⁠http://tkopod.co/p-all⁠⁠Scrape small business data: ⁠⁠http://tkopod.co/p-os⁠⁠⁠⁠---

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.Owner Actions: https://owneractions.com/Owner Action on TikTok:  https://www.tiktok.com/@owneractions Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/  Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

What does it take to build a multi-million dollar business empire in a town of just 65,000 people?   Former pro baseball player Joshua Kalinowski reveals how he transitioned from the Colorado Rockies to real estate, roofing, solar, and beyond—creating multiple thriving companies in a boom-and-bust market. From mindset and leadership to franchise strategy and family priorities, this episode is packed with hard-won wisdom for entrepreneurs and franchisees alike.  

Check out my newsletter at TKOPOD.com and join my new community at TKOwners.comHoldCo Bros are back! In this episode, Nik and I dive into the power of zigging while everyone else zags. We break down the business behind The Flower Letters, a low churn $300K+ per month subscription built around physical mail and why this old school model is winning big. Then we riff on spin off ideas like analog pen pal chess games, choose your own adventure letters for kids, and using AI to co-write and print custom children's stories. We also brainstorm a niche wedding vendor directory, a Vibe coded video game builder for fantasy nerds, and how white label AI wrappers can unlock passive income. This one's full of business models, AI ideas, and real examples of how to create scalable products around connection and creativity. Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The Flower Letters Business Model02:54 Exploring the Concept of Analog Communication05:47 Innovative Business Ideas Inspired by Nostalgia09:05 The Role of AI in Personal Storytelling11:57 Creating Interactive Experiences for Kids14:51 The Future of AI and Human Connection17:45 Niche Market Opportunities in Wedding Services21:06 The Potential of Vibe Coding for Game Development

Brennan Pothetes is the CEO of Infinity Constellation, an AI-native holding company. They've raised $17M from Freestyle Capital, Charlie Songhurst, and others. Brennan's favorite books: Zero to One (Author: Peter Thiel)(00:01) Lightning Bolt Moment – Origin of Infinity Constellation(03:48) Transitioning from Founder to Holdco CEO(07:00) How Infinity Incubates vs Acquires Companies(09:05) Infinity vs Traditional Venture Studios(10:58) Aligning Incentives: Founders, Holdco, and Investors(16:32) Target Markets and How They're Chosen(20:27) When a Company Graduates from the Holdco(23:04) Resource Allocation and “Too Many Toddlers” Problem(26:29) Shared Infrastructure and the Code Commons(29:48) Model Choices, Full Stack AI, and the Infinity Playbook(32:05) First 3 Hires at a Portfolio Company(33:53) Who is the Real Competition?(37:03) Infinity's 5-Year Vision and AI Trends(38:37) Rapid Fire Round

Has agency consolidation begun to backfire? The media agency is undergoing a massive transformation as holding companies consolidate their operations & rebrand around unified entities. What does this seismic shift mean for the future of the industry? Will the industry's current path lead to better outcomes or just more cost-cutting? Joining us is Mark Heap, Founder of Mark Heap Consulting. Mark advises businesses on growth strategy, organization transformation & leadership development. He's the former CEO of Mindshare in EMEA and Mediacom in APAC. He spent 10 years in China from 2003 to 2013 serving roles at PHD and Mindshare.

Check out my newsletter at TKOPOD.com and join my new community at TKOwners.comHoldCo Bros are back! In this one, Nik and I talk through some crazy profitable ideas for local service businesses that almost anyone could start. It all kicked off when a real-life hot tub crew showed up at my Airbnb just as I was scripting a video about them. We dug into why hot tub maintenance and moving services are such great opportunities. We also talked about launching a lake house concierge business, touchless vacation rental SaaS tools, and even a boat and paddleboard rental monopoly that charges $95 a tube. Toward the end, we shared a genius cold outreach trick using Shopify and a creative lead gen strategy based on building AI-powered directories. Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 Exploring Unique Business Opportunities03:01 Innovative Service Models for Vacation Rentals05:54 Leveraging Technology in Rental Services08:43 Identifying Lucrative Business Niches12:08 Creative Cold Email Strategies14:59 Building Directories for Lead Generation

Topics: (00:00:00) - Intro (00:03:52) - The Founder's book project (00:04:06) - Effort and building relationships (00:11:20) - The value of self-publishing (00:24:00) - Bootstrapping a HoldCo (00:46:05) - Finding natural fit in business (00:47:48) - The role of trust in business (00:49:07) - AI and changing perspectives (00:50:26) - Daily use of AI tools (00:55:49) - The value of deep research (00:57:53) - The future of AI in business (01:16:35) - Avoiding addictive apps (01:18:27) - Collecting and using maxims (01:20:45) - The power of lists (01:24:40) - Collapsing organizational gaps (01:28:05) - The role of AI in reducing friction (01:29:59) - Closing remarks and recommendations Links: Andrew Wilkinson — https://twitter.com/awilkinsonDavid Senra — https://twitter.com/founderspodcastEric Jorgenson — https://twitter.com/ericjorgensonMitchell Baldridge — https://twitter.com/baldridgecpaNick Huber — https://twitter.com/sweatystartup Eric Jorgenson — https://ejorgenson.com Founders Podcast — https://www.founderspodcast.com Better Bookkeeping — https://www.betterbookkeeping.comRE Cost Seg — https://www.recostseg.comScribe — https://scribemedia.com To support the costs of producing this podcast:  >> Buy a copy of the Navalmanack: www.navalmanack.com/  >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage  >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! We discuss: How extreme effort and agency created the opportunity to publish the Founders' book. The economics, longevity, and cultural value of self-published books. Bootstrapping and scaling a HoldCo with multiple service businesses. Practical uses of AI for research, productivity, and creative leverage. The importance of doing the work for its own sake and loving the process. Quotes from David: “You don't handle the stress—you like it. Or else you wouldn't be doing this.” “If you want the ups, you have to endure the downs. That's just a fact.” “This is the best version of my life, whether it's 300 people at a club or 3,000 in a theater.” “Most people try to keep things even—no extreme highs or lows. But all the exciting shit is in the variance.” “If you have something else you'd rather be doing, then you should go do that.” “Books are so valuable because of how long they take to consume.” “Effort is universal. Doesn't matter if it's a garden or a podcast—people respect work.” “AI is going to wipe out the middle. If you're average, you're gone.” “Sage remembers things I don't—and that's priceless.” “Don't rush it. Make something great. A good book can sell for 50 years.” Quotes from Mitchell: “I get frustrated at how long this takes—but I want to build something meaningful.” “Turn everything into a car wash. Put the customer into neutral and pull them through.” “The tax code is getting more complex, but the systems are getting better.” “AI is going to destroy everything below the 95th percentile.” “I'm bootstrapping a holdco—and it takes time.” “Send me a customer, I'll give you $1,000. Send me 1,000 and I'll mortgage my house for you.” “I don't want 25 meetings a month—I want results.”

Check out my newsletter at TKOPOD.com and join my new community at TKOwners.comHoldCo Bros are back! In this episode, Nik and I discussed a bunch of real-world business ideas. We started with how I generated 70+ high-intent leads for a secret pickleball club using just $200 in Facebook ads. We got into the economics of renting out backyard sport courts, talked about a Swimpley-style marketplace for pickleball (www.portacourts.com), and broke down why bathtub refinishing might be one of the best overlooked home service businesses out there. Toward the end, we talked through a new idea for an AI-powered accountability partner that feels more like texting a friend than using an app.Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 Building a Pickleball Club: A Unique Business Idea12:03 Exploring the Bathtub Refinishing Business24:11 Leveraging AI for Accountability and Personal Growth

Register for the webinar:SBA Loans 101 + Program Updates - Jun 12th - https://bit.ly/3FGQIqBSarah Chiles & Matthew Ferguson left careers in VC to buy the only auto repair shop for 35 miles in their native Aspen.Topics in Sarah & Matthew's interview:Backgrounds in engineering and VCPreserving local fabric by buying businessesThe “tackle shop” nature of businesses in small townsSeasonality in a small resort townGaining the respect of employeesVision of a hometown holdcoCrisis management when their operator leftModernizing and restructuring the auto repair businessFinding out what each employee wantsLong-term commitment to Aspen References and how to contact Sarah & Matthew:Sarah's LinkedInMatthew's LinkedInAspen Total AutomotiveShop Fix AcademyAdam Markley on Acquiring Minds: Getting Reps: Helping Others Look at Deals Led to a HoldcoCassi Niekamp on Acquiring Minds: Buying a $1.2m Fencing Business & Earning Trust QuicklyGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProducer by Pam Cameron

HoldCo Bros are back! In this episode, Nik and I talked about some of the most practical AI use cases we've seen in a while. I shared a new idea I spun up just 10 minutes before we hit record, literally bought the domain and had Replit building it mid-episode. We talked about how to turn AI-generated pitch decks into real income, how to use Manus and Perplexity Labs to shortcut market research and make money with it, and how quizzes powered by LLMs can reshape hiring and lead gen. This one's packed with ideas for anyone trying to actually use AI to build and grow something fast.Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The Underrated Potential of AI02:58 Innovative AI Applications and Ideas05:48 Leveraging AI for Personalization and Hiring09:14 Pitch Decks and AI: A New Frontier12:08 Using AI for Market Research and Lead Generation15:00 Prompt Engineering: Enhancing AI Outputs17:52 Perplexity Labs: Revolutionizing Research21:07 B2B Applications of AI-Driven Reports

 Feeling stuck digging without seeing results? You're not alone, friend. In this episode, I share the behind-the-scenes journey of building my business from nothing—no connections, no funding, no experience. Plus, I reveal the mindset shifts that helped me pivot from photographer to CEO and my 1-on-1 convo with Gary Vaynerchuk about building my holding company. If you're in the foundation phase, this is your reminder: you're exactly where you're supposed to be. Let's build something incredible.

Register for the webinar:Anatomy of a Franchise Holdco - Thu May 1st - https://bit.ly/3RWj0QhIn 2019, Matt Kopp bought a supplier to elementary schools with $350k SDE. 6 years later, he has a portfolio of them.Topics in Matt's interview:Business buying market in AustraliaEliminating interruptions at workTracking email open rates to improve his outreachBuying a science class supplierChallenge of selling to schools without a relationship Overcoming people problems during transitionWeathering Covid lockdownsForming an education holdcoBeating out private equity for his last acquisition Selling to private equity after growing the businessReferences and how to contact Matt:LinkedInSimon Plummer on Acquiring Minds: From Frustrated Searcher to $3.5m Owner to Holdco BuilderPete Seligman on Acquiring Minds: Making a Career of Buying BusinessesEnduring Investment PartnersSouthern BiologicalHands on ScienceJunior RockersPrimary Music InstituteLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comGet $200 off your ticket to the M&A Launchpad Conference in Houston on May 3rd:https://www.malaunchpad.com & enter code ACQUIRINGMINDSConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

HoldCo Bros are back! In this episode, Nik shares what he learned from 30+ conversations with entrepreneurs using AI in their businesses—what tools they're using, what's actually working, and some surprising patterns that came up. We also talk about how he built a full workflow using Google CoLab and OpenAI to analyze all the data.I also share my experiment with a real-world billboard ad for the podcast, how I'm testing taglines with Facebook ads, and different ways I'm tracking the results. We even get into some fun ideas around using AI for things like relationship advice and business mediation.Learn more about Nik here: http://linktr.ee/cofoundersnikCheck out Limitless pendant hereShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 Highlights00:33 ChatGPT's Bias and Trustworthiness vs. Google02:58 Seeking Unbiased Feedback from AI (and its Challenges)07:38 AI for Business Mediation and Conflict Resolution10:04 Most Popular LLMs and Their Use Cases (ChatGPT, Claude, Perplexity)12:33 Claude's Advanced Project Structure & Writing Strengths15:02 Cursor vs. Replit: Coding Tools and Usability vs. Functionality17:26 AI Tools Summary: Use Cases and Strengths by Model19:52 Cleaning and Analyzing Podcast Transcripts Using AI & Google Colab22:20 Automating Insights: Creating Lead Magnets and Quizzes with AI24:40 The Importance of Data for Personal AI Assistants27:07 Billboard A/B Testing Strategy for Podcast Growth29:27 The Power of “Best” in Marketing and Ratings Psychology31:54 Measuring Billboard Effectiveness via Download Geography34:19 Saturating Small Cities with Ads: A Contagion-Style Growth Idea

Register for the webinar:Licenses & Regulatory Issues in Acquisitions - Thu April 17th - https://bit.ly/4i7vsY5With 300 employees across 5 companies, the holdco that Chris Fredericks is building has an uncommon feature at its core.Topics in Chris's interview:What is an Employee Stock Ownership Program (ESOP)?Finding purpose and meaning at workConcept of dignity at workWhat ESOP employees do and don't vote onUsing an internal podcast to communicate about employee ownershipMitigating risks in ESOPsEmployee reactions to being acquiredSelling employees on the ESOP conceptHis role as investor, not operatorKeeping a bad hire for too longReferences and how to contact Chris:LinkedInEmpowered VenturesThe Empowered Owners PodcastThe Great Game of BusinessGet $200 off your ticket to the M&A Launchpad Conference in Houston on May 3rd:https://www.malaunchpad.com & enter code ACQUIRINGMINDSDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

HoldCo Bros are back! In this episode, Nik and I talk about the exciting advancements of ChatGPT 4.0 image generation, highlighting its ability to now edit pictures and create incredibly realistic AI images. We brainstormed potential business ideas leveraging this new technology, then we discussed the fundamentals of business success, where Nik introduced his framework emphasizing competitive advantage within idea and execution (grit, distribution, fulfillment, knowledge). We debated the significance of a strong market versus having a unique edge and explored the concept of a barbell strategy, focusing on either full AI or completely no-tech ventures. Finally, we discussed the growing trend of rucking and identified several potential business opportunities in that space. Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The Rise of Image Generation Technology02:59 Ashton Hall: The Viral Sensation05:52 The Future of NFTs and Image Attribution08:46 Innovative Business Ideas in Image Generation12:05 The Importance of Competitive Advantage in Entrepreneurship15:00 Navigating the Path to Entrepreneurship17:56 The Barbell Strategy: AI vs. No AI20:52 Learning vs. Doing: The Entrepreneurial Dilemma24:12 Rucking: A New Trend in Fitness27:07 The Power of Community and Influencer Marketing

Creative agency procurement expert Tina Fegent explains how her process helps CMOs navigate their marketplace and get the right solution and the best value.   We discuss the power of independent agencies and how they can compete against the big HoldCo agency networks.   Why diversity is an agency superpower, how to increase the odds of getting on the short list, the importance of creativity, how procurement solves business problems, agency remuneration models, whether public sector work is worth chasing and the efficiencies of artificial intelligence. Tina's LinkedIn profile here: https://www.linkedin.com/in/tina-fegent-fcips-2103573/ Tina Fegent Limited: https://tinafegent.com/ Tina Tells – latest edition: https://www.linkedin.com/feed/update urn:li:activity:7311144893765087233/ Learn more about your ad choices. Visit megaphone.fm/adchoices

HoldCo Bros are back! In this episode, Nik and I explore the idea of launching an AI implementation agency to help businesses effectively navigate AI tools. We also dive into the concept of using wearable devices, like the Limitless pendant, for automated medical documentation, potentially replacing scribes. Additionally, we brainstorm various different applications for this technology, including sales coaching, enhancing employee productivity, and more.Learn more about Nik here: http://linktr.ee/cofoundersnikCheck out the Limitless pendant: Limitless PendantShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 Embracing Entrepreneurship and AI02:58 The Role of AI in Healthcare05:47 Innovative Applications of AI Technology09:10 Transforming Sales with AI12:03 Leveraging AI for Personal Development14:56 Deep Research and Its Implications17:48 The Future of AI in Business

As the newly appointed president of Horizon Media Holdings, Bob Lord is dubious that megamergers between holding companies are actually good for the client. “Bigger is not always better,” Lord says.

This fencing company in Albuquerque is a hidden gem—high cash flow, no marketing, and massive growth potential.Business Listing - https://www.bizbuysell.com/Business-Opportunity/highly-reputable-and-profitable-fence-and-gate-company/2232872/

A wildlife removal franchise doing $1.8M in cash flow? We break down this unique franchise opportunity and whether it's a smart buy.Business Listing - https://www.bizbuysell.com/Business-Opportunity/wildlife-removal-franchise-with-corporate-and-royalty-income/2221496/

Register for the webinar:5 Stages of the Business Buying Process - Thu March 6 - https://bit.ly/435spfeBarker Squire has grown his crane servicing business gradually over 6 years. Now he turns his attention to what's next.Topics in Barker's interview:Leading teams in the Marine CorpsGetting a conventional loan instead of SBAKeeping his ears open in seller meetingsPros and cons of government contractsEmployees walking outStaying safe in a dangerous jobThe owner staying as an employeeGrowing revenue 3x in 6 yearsHis vision to build a holdcoPromoting an employee to CEOReferences and how to contact Barker:LinkedInBarker's album on Spotify Craneworks, Inc.John GilsonGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

A dental lab that serves Hollywood celebrities and an NFL team?!Business Listing - https://gottesman-company.com/active_sellers/s-3173-4-jpm/

From $0 to millions: learn from Nikolas Hulewsky's success in business growth, core values, and leveraging content to connect and inspire.$3M, $7M, $11M. These numbers tell a story, but they're not the whole story. My friend Nikolas Hulewsky has built and sold multimillion-dollar businesses by combining strategy, grit, and an ability to stay focused on what truly matters. What makes his journey even more inspiring for me is how thoughtful he is about balancing growth with purpose. If you've ever wondered how to scale smarter while staying true to your goals, this episode is for you.Nikolas's story isn't just about growing numbers; it's about building systems, defining purpose, and making the leap from being hands-on in the early stages to operating with strategy and intention.In this episode, he shares:How he used an SBA loan to purchase a billing company doing $7M in revenueThe strategies he used to grow a hospice business from zero to $12M in under two years.Why defining core values early is critical for aligning teams and scaling successfully.How content creation became a powerful tool for building trust and attracting high-value opportunities.The mindset shifts needed to balance ambition with life's bigger goals, like family and personal freedom.From SBA to HoldCo SuccessNik began his entrepreneurial career by acquiring a $3.2M medical billing company with an SBA loan, scaling its EBITDA from $400K to $1.2M in just two years before selling it for $7M. Not stopping there, he started a hospice company from scratch, growing it to $11M in revenue in less than two years. Along the way, he launched a tree-trimming business, partnered on a $10M crypto mining venture, and invested in multiple other businesses.Now, as the operator of a HoldCo with his partner, Chris Koerner, Nik focuses on creating value-driven investments that align with his vision for sustainable growth. His path proves that success isn't just about scaling fast—it's about scaling smart.Key Insights:You are the business. If your business is under $5M, you are the business. Be involved in every detail - it's how you learn what works and what doesn't. Scaling can come later once you've built a solid foundation.Core values drive success. Your values are the heartbeat of your business. They guide your decisions, shape your culture, and help you grow with purpose as it's what keeps your team and vision aligned.Content creates opportunity. Posting online isn't just about likes. It's about building trust, creating connections, and opening doors. Share what you're learning and doing and before you know it, people who resonate with your story will find you.Define success on your terms. Success isn't one-size-fits-all. Whether you want $10K a month or $100M, define what matters to you. When you know your “why,” it's easier to make the right decisions.Small steps matter. Don't overcomplicate it. Don't overcomplicate things. Focus on the next actionable step, get it done, and adapt as you go. Progress beats perfection every time.Ready to Take Your Business to the Next Level?This episode reminded me of something every entrepreneur needs to hear: you don't have to do it all. Success comes from focusing on the right things and creating systems that work for you - not against you. I help entrepreneurs turn chaos into clarity with strategies like these:Simplify Systems: Cut out inefficiencies and save yourself time.Plan for Impact: Build a roadmap that aligns with your goals and scales sustainably.Gain Clarity: Align your business and personal finances for confident decision-making.Let's turn your challenges into opportunities—schedule a free 15-minute consultation today!Nikolas's best advice for entrepreneurs:“First-time founders focus on products, second-time founders focus on distribution.”Connect with Nikolas Hulewsky:XLinkedInYouTubeWebsiteFollow Beyond 8 Figures:LinkedInXWebsite

This episode features Travis Jameson of Capital Pad, discussing how to unlock value in small businesses with growth potential.Sponsored by:Acquisition Lab: Start your business acquisition journey with the premier resource for searchers. Learn more at https://www.acquisitionlab.com/HoldCo Conference: Join the ultimate event for HoldCo operators and entrepreneurs. Get your ticket at https://www.holdcoconference.com/In this episode, we analyze an innovative craft products business with $4.57M in revenue and $281K in EBITDA. Travis shares his expertise on structuring deals, improving operations, and finding hidden growth potential in overlooked small businesses. The group discusses scaling opportunities like Amazon integration, reducing overhead, and solving cash flow challenges for higher returns. If you've ever wondered how to turn under-optimized businesses into goldmines, this episode is a must-listen!Key Highlights:- Travis Jameson's journey from entrepreneur to small business investor.- How Capital Pad bridges the gap between investors and searchers.- Analyzing a craft products business: opportunities and risks.- Scaling through Amazon and outsourcing logistics to 3PL providers.- Tackling customer concentration and maximizing margins.- Structuring deals with SBA loans, seller notes, and earnouts.- Identifying businesses ripe for transformation and growth.Subscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

Register for the webinar:  •Is It a Fair Multiple? The Art of Making Your Offer - Wed Jan 22 - https://bit.ly/4asGoxwAfter buying then exiting a 12-unit franchise portfolio, Alicia Miller became expert on how to attract private equity.Topics in Abhi's interview:Going from BCG partner to small business buyerStarting a holdco with 3 friendsTheir primary and secondary partner modelSetting up contingency plans in their operating agreementGoal of spending more time with familyNot taking on investorsQuickly learning about potential industriesClosing on a pool business in 6 weeks4 add-ons in 18 monthsAcquiring 2 ShelfGenie franchise locationsReferences and how to contact Abhi:LinkedInTwitterMarc Nzojibwami's episode: The Model for a 3-way Longterm HoldcoGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Dismissed by brokers, Simon Plummer bought & grew a manufacturer 75% in 3 years. Today he's building a long-term holdco.Topics in Simon's interview:Creating the “BizBuySell” of AustraliaBuying a manufacturing businessDifficulty of acquisition in AustraliaRunning the machines himself for 18 monthsLearning from his cashflow mistakesLaunching their brand in the UK, US, and CanadaHow a bricklaying YouTuber skyrocketed salesFinding and hiring a CEOAnxiety of owning a small businessBuilding a long-term holding companyReferences and how to contact Simon:LinkedInArbor Permanent OwnersBT Engineering USABT Engineering AustraliaRowan GrantJason AndrewLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

In this episode, Michael and Heather analyze a 25-year-old background search provider in California with a $7 million asking price and $1.1 million cash flow. They discuss the business model, the technology and operations behind criminal background checks, and the challenges of evaluating a market-leading "data wholesaler." The team debates its potential as a strong acquisition or a risky proposition amidst tech disruptions and high cash demands.Thanks to this weeks sponsors!Acquisition Lab: Serious about buying a business? Join Acquisition Lab's proven framework and support community. Learn more at AcquisitionLab.com or email Chelsea Wood at chelsea@buythenbuild.com.HoldCo Conference: Learn from top HoldCo owners! Join us in Utah next spring for HoldCo Conference 2025. Save 10% with code AAPod at HoldCoConference.com.Episode Key Highlights:Background Checks Unpacked: The process and customer base for this business.Financial Overview: $3.8M revenue, $1.1M cash flow, $7M asking price.Offshore Operations: A 15-year document processing facility included in the sale.Competitive Edge: Unique state-wide coverage and proprietary systems.Tech Disruption: Concerns about AI and automation reshaping the industry.High Barrier to Entry?: Evaluating claims of market dominance.Subscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com