Podcasts about it companies

In this episode, Laura Johns explores one of the biggest challenges in the cybersecurity space: marketing technical solutions to business decision-makers. If you're a cybersecurity provider or MSP, you know it's not enough to have a great product. You need a strategy that builds trust, guides prospects through the buyer's journey, and ultimately drives revenue. Learn how to align your marketing funnel with the way cybersecurity decisions are really made. From building awareness to earning long-term client loyalty, this episode covers the entire funnel in a way that's clear, actionable, and tailored to B2B audiences. What you'll learn in this episode: How to map your marketing to the cybersecurity buyer's journey Strategies for creating awareness without overwhelming prospects Tips for addressing both technical and business decision-makers Ways to reduce perceived risk late in the sales process Post-sale tactics that support renewals, upsells, and referrals Metrics that actually matter in the cybersecurity space If you want to create a marketing strategy that works with the sales cycle, not against it, this episode is for you. Need help building a cybersecurity marketing strategy? Visit thebusinessgrowers.com to learn more or book a call. Subscribe for more insights on how MSPs and B2B tech companies can grow with confidence. __________________________________________________________________________ About The Business Growers: Many Managed Services Providers and IT companies struggle to grow because they are constantly putting out fires and don't have the bandwidth to focus on enhancing client experience and executing strategies required to scale the business. At The Business Growers, we believe you shouldn't have to navigate the complexities of client experience alone. We work exclusively with MSPs and IT companies, serving as their CX dream team and offering a proven framework for revenue growth through exceptional client experiences.

Das alte Marketing-Playbook ist tot. Klassische Lead-Generierung funktioniert nicht mehr, weil sie falsche KPIs misst. MQLs, Whitepaper-Downloads und Werbeanzeigen auf das eigene Produkt führen nicht zu mehr Umsatz. Was stattdessen nötig ist? Echtes Demand Generation Marketing. In dieser Folge geht es darum, wie Softwareunternehmen ihr Marketing 2025 komplett neu aufstellen müssen. Statt einfach nur Leads zu sammeln, müssen sie echten Demand erzeugen. Das bedeutet: Die Zielgruppe über ihr eigenes Problem aufklären Problem-Bewusstsein schaffen, bevor sie nach Lösungen suchen Eine Marketingstrategie aufbauen, die direkt auf Umsatz optimiert ist Den Funnel umdrehen: Weg von Lead Generation – hin zu Demand Generation Wir sprechen über die größten Fehler, die Software & IT Companies aktuell im Marketing machen, und wie sie ihre Pipeline mit den richtigen C-Level-Opportunities füllen können.

Is your MSP leaving money on the table? In this episode of the Know, Grow, Scale Podcast, Laura Johns analyzes 100 lost proposals to reveal the shocking reasons why MSPs lose deals. Discover the critical mistakes that cost MSPs thousands in lost revenue. Laura breaks down common pitfalls in proposals, pricing, and presentations, giving you the insights to win more deals and boost your bottom line. Learn how to avoid these costly errors and finally achieve the growth you deserve. ➡️ Identify the top 3 proposal red flags that instantly turn off prospects. ➡️ Craft compelling proposals that differentiate your MSP from the competition. ➡️ Close more deals and increase your revenue with these proven strategies. Stop losing deals and start winning! MSP owners and IT business leaders, watch now to discover how to optimize your sales process and secure more clients.

If you're with an IT provider who is slow to respond, constantly missing deadlines or fixing the same issues over and over again, have you ever stopped and wondered why? Maybe it isn't their workload, it's their workflow. Is their checklist in their head? Are they simply forgetting things? Frank Abagnale – famously portrayed by Leonardo DiCaprio in Catch Me If You Can – once said: “Every cyberattack happens because someone did something they shouldn't have done, or failed to do something they should have done”. Barb speaks with George Smith from Rewst, a platform that assists MSPs like CDN Technologies the tools to be more organized, proactive and efficient, so customers can get the fast and reliable IT support they actually deserve. 0:00 – Barb's Introduction 5:41 – The Big Picture; What does Rewst Automate and why should businesses care? 10:36 – Real World Impact 12:37 – The Human Side Of Automation 17:03 – Addressing Common Small Business Issues 18:10 – What is the most important thing George has learned? This podcast has been brought to you by CDNTechnologies.com. Canada's first and only certified outsourced IT Company where we provide IT Service, IT Support and Cyber Security to businesses all throughout North America from out worldwide headquarters in Oakville, Ontario. Technology and threats change daily, so shift the stress of managing your technology to us, as we're direct to tech 24/7/365. Our mission is to bring you User Friendly, Hands Free, Technology Peace. Call us at 905-542-9759.

Day 1,092.Today, we look at the fallout from the first talks between the US and Russia, consider the next emergency summit taking place in Paris, and look at one of Ukraine's less talked about sectors, and its vital importance in this war. Later, our Defence Editor Danielle Sheridan is on the ground with British troops conducting a NATO exercise and hearing their reaction to reports that they could soon be deployed to Ukraine.Contributors:Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Tom Mutch (War & Human Rights Journalist). @Tomethescribe on X.Andreas Flodström (Founder of IT Company, Beetroot)Danielle Sheridan (Defence Editor). @SheridanDani on X.Survey:We want to hear from you! Please fill out this survey for listeners of Ukraine: the Latest:https://tinyurl.com/UTLListenerSurveyContent Referenced:Content Referenced:On the front line with British troops preparing to protect Europe from Russia (The Telegraph):https://www.telegraph.co.uk/news/2025/02/19/british-troops-prepare-protect-europe-russia-nato/The coalition force that could join British troops in Ukraine (Joe Barnes in The Telegraph):https://www.telegraph.co.uk/world-news/2025/02/18/how-britain-could-deploy-troops-to-ukraine/Ukrainian troops ‘destroy rare long-range North Korean cannon' (The Telegraph)https://www.telegraph.co.uk/world-news/2025/02/19/ukrainian-troops-destroy-long-range-north-korean-cannon/Chinese warships sail within 150 nautical miles of Sydney (Financial Times):https://www.ft.com/content/fda734fc-6023-4ad9-b3ae-33234ee40505EU targets €6B Ukraine military aid package (POLITICO):https://www.politico.eu/article/ukraine-eu-countries-target-e6b-military-aid-package/Subscribe to The Telegraph: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

Is your MSP struggling to build a consistent sales pipeline without a dedicated sales team? This episode of the Know, Grow, Scale Podcast with Laura Johns explores effective strategies for generating leads and closing deals, even without SDRs. Laura Johns, Founder and CEO of The Business Growers, shares her proven framework for building a predictable sales pipeline specifically for small MSPs. Learn how to use inbound marketing, referrals, and strategic partnerships to attract your ideal clients and fuel business growth. ➡️ Identify your ideal client profile and focus your marketing efforts. ➡️ Use a content marketing strategy to establish thought leadership and attract qualified leads.  ➡️ Create a referral program that encourages existing clients to bring in new business.  ➡️ Build strategic partnerships with other businesses to expand your reach. Watch now to discover how to generate leads and scale your MSP without relying on a dedicated sales team! This episode is a must-watch for MSP owners and IT business leaders who want to grow revenue.  _____________________________________________________________________________________ About The Business Growers: Many Managed Services Providers and IT companies struggle to grow because they are constantly putting out fires and don't have the bandwidth to focus on enhancing client experience and executing strategies required to scale the business. At The Business Growers, we believe you shouldn't have to navigate the complexities of client experience alone. We work exclusively with MSPs and IT companies, serving as their CX dream team and offering a proven framework for revenue growth through exceptional client experiences.

Unlocking IT Potential: Innovation Vista's Approach to Cybersecurity & AI Innovationvista.com About the Guest(s): Jeff Roberts is the founder of Innovation Vista with over 30 years of IT leadership expertise, including five tenures as a Chief Information Officer (CIO). He has steered numerous successful mergers, led digital transformations, and turned struggling IT departments into profit centers. Jeff's deep industry knowledge has earned him accolades, including a nomination for Enterprise CIO of the Year. His leadership has also mentored 19 subordinates to advance into C-level roles. Since founding Innovation Vista in 2019, Jeff has built a consulting firm focused on providing C-level IT strategy and leadership tailored to mid-sized organizations, driving over $2.4 billion in client results. Episode Summary: In this episode of The Chris Voss Show, host Chris Voss engages with Jeff Roberts, founder of Innovation Vista, to explore the dynamic landscape of IT consultancy focused on mid-sized organizations. Jeff shares his journey from CIO to leading a successful consulting firm and emphasizes the importance of leveraging IT for business optimization and growth. The conversation delves into the challenges mid-sized organizations face in cybersecurity and how companies can harness AI despite limited IT resources. The discussion highlights the pressing need for robust cybersecurity measures and the potential of AI in transforming business processes. Jeff delineates the sweet spot for mid-sized organizations to engage fractional CIO services and overcoming hurdles like tight IT budgets and lack of specialized skills. This episode is packed with invaluable insights geared towards empowering businesses to innovate while safeguarding their digital assets. Key Takeaways: Mid-Sized Company Consulting: Innovation Vista targets mid-sized organizations that can benefit from fractional CIO services without needing a full-time CIO in place. AI Strategy Development: Businesses must develop a strategic approach to deploying AI, aligning projects with business objectives while ensuring data quality. Cybersecurity Imperatives: There is a critical need for organizations to strengthen their cybersecurity frameworks to protect against ransomware and other cyber threats. Revenue Growth through IT: Companies can leverage IT not just for efficiency but to drive revenue growth and market share through innovative solutions. Consultancy Advantage: External consultants provide valuable expertise and a fresh perspective, crucial for rapidly changing areas like AI and cybersecurity. Notable Quotes: "We help them figure out what's a good strategy, how do you think about deploying capital to build AI." "If you have a few million dollars in the bank, believe me, that's enough money for a hacker to be very interested." "Mid-size companies often have this wrongheaded idea that they're not going to be targeted." "We can help you find ways to accelerate revenue streams, build market share, and win business with technology." "The outside expertise that we can offer is just frankly more valuable." Resources: Innovation Vista: innovationvista.com Chris Voss on LinkedIn: linkedin.com/in/chrisvoss Listeners are encouraged to explore this episode of The Chris Voss Show to gain deeper insights into IT strategy, the impact of AI, and the crucial cybersecurity measures needed to safeguard today's businesses. Stay tuned for more enlightening conversations with industry leaders and thought pioneers.

Watch Here: https://youtu.be/tSvCuEJhSW4About the Guest(s): Rich Hall is a seasoned Certified Exit Planning Advisor (CEPA) and author of "The Exit Planning Journey." He has a robust background in leading businesses through turnaround scenarios and rapid growth. With an extensive career journey that began in Atlanta, Georgia, Rich has been instrumental in transforming small companies to IPO or mergers in record time frames. He now resides in Houston, Texas, where he dedicates his expertise to aiding business owners in crafting successful exit and succession plans, ensuring businesses are sale-ready, and enhancing their inherent value proposition.Summary:In this episode of the How2Exit podcast, host Ronald Skelton talks with exit planning expert Rich Hall. Rich dives into the overlooked yet vital world of exit planning, highlighting the difference between an income-generating business and one that's truly valuable for selling. He shares strategies for preparing business owners for a profitable, smooth exit, focusing on financial readiness, leadership independence, and company culture. Rich also walks through his assessment process, which clarifies personal, financial, and business goals well before a sale is considered.Key Takeaways: *Exit Planning Start: It's crucial for business owners to begin exit planning two to three years prior to their desired sale or transition. *Creating Sellable Value: Owners should understand the difference between an income-generating business and one that holds substantial market value. *Comprehensive Assessment: Rich's evaluation process looks at a business's attractiveness and readiness, involving thorough analysis of financials, operations, and personnel. *Personal & Financial Goals: Aligning personal objectives and financial aims with business operations can smooth the transition and prevent post-sale regret. *Industry Professional Network: Leveraging professionals with a focus in exit planning and tax strategies can optimize the transaction process and outcomes.--------------------------------------------------Contact Rich onLinkedin: https://www.linkedin.com/in/richhall42/Website: https://www.richhallgroup.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Join us for this special episode of the KNOW GROW SCALE podcast, where Laura Johns, founder and CEO of The Business Growers, introduces her groundbreaking new book: "Know Grow Scale: The Digital Marketing Guide for Growing Your MSP or IT Business."

Want to improve your MSP or IT company's client experience? In this episode of The Know Grow and Scale Podcast, Laura Johns, founder and CEO of The Business Growers, talks with Erin Rohner, a ten-year veteran in CX (client experience), to discuss how MSPs and IT businesses can enhance their client journey and drive growth through exceptional service. In this episode, Erin touches on: The most critical touch points in an MSP's client journey and how to create positive, memorable experiences Common pitfalls in IT client onboarding and how to avoid them Strategies for gathering and acting on client feedback in the IT industry Adapting client journey approaches for MSPs serving businesses of various sizes Identifying upselling and cross-selling opportunities for IT services without being pushy Maintaining client trust during service disruptions or security incidents in IT environments Learn how to move beyond constant chaos to achieve lasting client satisfaction and explosive growth in your MSP or IT business. Erin's insights, drawn from her decade of experience in client experience, offer valuable guidance for any IT service provider. Subscribe for more expert advice on scaling your MSP or IT company! #MSPClientExperience #ITBusinessGrowth #TechServiceScaling ___________________________________________________________________________ Want to learn how to enhance your MSP's client experience and drive growth? Get your FREE one-on-one Growth Acceleration Session. If you qualify for the session, we can show you in just ONE HOUR exactly what you need to do to improve your client experience and scale your MSP or IT business sustainably. About The Business Growers: Many Managed Services Providers and IT companies struggle to grow because they are constantly putting out fires and don't have the bandwidth to focus on enhancing client experience and executing strategies required to scale the business. At The Business Growers, we believe you shouldn't have to navigate the complexities of client experience alone. We work exclusively with MSPs and IT companies, serving as their CX dream team and offering a proven framework for revenue growth through exceptional client experiences.   Visit us at www.thebusinessgrowers.com

This Poem will describe the pain of being as Business Analyst in IT Company

Watch Here: https://youtu.be/bzKgIMO1E9AAbout the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. He is the founder of Peak Business Valuation, a firm dedicated to providing independent third-party valuation services for SBA lenders and individuals. Under his leadership, the company has grown exponentially, conducting over 1,400 valuations annually. In addition to his role at Peak Business Valuation, Ryan is an active acquisition entrepreneur, with investments in various sectors, including water softener installation, concrete contracting, striping, plumbing, baking, and pizza franchises. Summary: Join Ronald Skelton on the How2Exit podcast as he chats with Ryan Hutchins, an expert in business valuation and mergers and acquisitions. Ryan shares his journey from corporate finance to owning multiple businesses, diving into the details of valuing companies and acquiring profitable ventures. He discusses key valuation strategies, personal experiences, and lessons learned, offering actionable advice for anyone interested in M&A and business valuations. Key Takeaways:There are three primary approaches to valuing businesses: the market approach and the income approach are the most common in private companies.Financial cleanliness is crucial for accurate business valuation, and it can heavily influence perceived risk and business attractiveness.Investing in businesses requires careful assessment, as external and internal factors can significantly impact success.The entrepreneurial journey often involves identifying opportunities where others might not, and using risk appetite as a guide.Regular and detailed bookkeeping is essential for business success, impacting decisions and facilitating smoother transactions.--------------------------------------------------Contact Ryan onLinkedin: https://www.linkedin.com/in/ryan-hutchins-abv-am-cmea-peakbusinessvaluation/Website: http://peakbusinessvaluation.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/Rs3517tMrKYAbout the Guest(s): Jules Brenner is a dynamic entrepreneur and the founder of Industrial Succession, a company specializing in the acquisition and roll-up of industrial manufacturing businesses in California. With a background in mechanical and aerospace engineering from Brooklyn, New York, Jules has a unique blend of technical and business acumen. His career spans roles in industrial technology and software for electric vehicle systems, emphasizing business development. He brings a fresh perspective to traditional manufacturing businesses, aiming to modernize operations and implement technology to drive growth.Summary: In this episode of the How2Exit podcast, Ronald Skelton talks with Jules Brenner, founder of Industrial Succession, about his industrial roll-up strategy targeting metal fabrication companies in California. Jules shares his journey from Brooklyn to California, how his background in industrial technology and software development led him to mergers and acquisitions, and why he saw untapped potential in manufacturing despite industry skepticism. He discusses key themes like operational improvements, retaining institutional knowledge, and the strategic advantages of growing in California, despite regulatory challenges, with a vision to scale his company into a major West Coast player. Key Takeaways:Contrarian Thinking in M&A: Jules emphasizes that sometimes going against conventional wisdom, such as investing in manufacturing or focusing on California, can reveal significant opportunities.Importance of Process and Technology: Modernizing traditional manufacturing businesses with updated processes and technology can lead to remarkable efficiency gains and scalability.Retaining Institutional Knowledge: Ensuring that critical knowledge from outgoing owners is retained within the company is vital for a smooth transition and continued success.Strategic Location Benefits: Despite California's regulatory and cost challenges, its substantial industrial base and infrastructure needs present unique growth opportunities.Diverse Industry Exposure: Diversifying the customer base across different sectors like infrastructure, defense, and medical can mitigate risks and stabilize revenue streams.--------------------------------------------------Contact Jules onLinkedin: https://www.linkedin.com/in/jules-brenner/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/wRejWIStEzwAbout the Guest(s):Ray Drew is a distinguished SBA lender with a career spanning over a decade. Beginning his journey at the young age of 22, Ray has carved a niche for himself in the small business financing sector, emphasizing SBA 7(a) loans. Throughout his career, he has facilitated millions in financing for small business acquisitions. Currently, he is a leading figure at Trueliant Federal Credit Union, a nationwide SBA lender. Ray is also known for producing educational content on his YouTube channel, SBA Ray, and hosting the podcast, The Art of SBA Lending.Summary:In this episode of the How2Exit Podcast, host Ronald Skelton chats with Ray Drew, an expert in SBA lending. Ray discusses the surge in SBA-backed business acquisitions since COVID-19 and shares insights on the loan process, borrower prerequisites, and the evolving small business market. They cover key aspects of acquiring businesses, the role of experience, and the due diligence needed for successful financing. Ray also shares real-world examples, offering valuable advice on navigating challenges and the importance of a knowledgeable lender in complex deals.Key Takeaways:Understanding SBA 7(a) Loans: SBA 7(a) loans are a critical tool for small business acquisitions, offering favorable terms and support for borrowers who may not qualify for conventional loans.Importance of Experience: While relevant industry experience isn't always mandatory, having managerial skills and a solid understanding of business operations significantly increases the likelihood of loan approval and business success.Thorough Due Diligence: Engaging in comprehensive due diligence and having a clear understanding of the business operations and potential challenges is crucial for any acquisition.Flexibility and Creativity in Financing: There are various ways to structure deals, including seller notes and bringing in partners to shore up experience gaps, offering flexibility to buyers.Choosing the Right Lender: Not all SBA lenders are the same. It's essential to work with a lender who understands your business model and has a track record of financing similar businesses.--------------------------------------------------Contact Ray onLinkedin: https://www.linkedin.com/in/raydrew4589/Website: https://www.sbaray.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

About the Guest(s):Jeff Durso is a seasoned entrepreneur and startup veteran who has successfully founded and exited multiple companies. Graduating during the dawn of the .com era, Jeff has navigated the tech and startup world, creating notable companies like destinationweddings.com. Jeff's expertise lies in understanding and executing product-market fit, leading innovative marketing strategies, and driving startups from inception to successful exits. Additionally, he hosts the "Founder Breakthroughs" podcast, where he dives into the entrepreneurial journeys of various founders. Summary:In this episode of the How2Exit podcast, host Ronald Skelton interviews Jeff Durso, an experienced entrepreneur with a background in startups and exits. Jeff shares his journey from the .com era to founding and selling companies like destinationweddings.com. He discusses the importance of product-market fit, the challenges of securing venture capital, and the lessons learned in product distribution and marketing. Jeff's insights on being a market leader and the need for flexibility make this episode essential for aspiring entrepreneurs.Key Takeaways: *The Importance of Product-Market Fit (PMF): Jeff emphasizes that successfully identifying and iterating for PMF is crucial to turning a good idea into a great company. *Strategic Timing and Distribution: Early mastery of marketing channels like Google Adwords played a massive role in the growth of destinationweddings.com. *Role of Minimal Viable Product (MVP): Starting with an MVP allows founders to make necessary adjustments based on real user feedback, ensuring the product meets market needs. *Navigating VC Investments: Understanding and navigating the venture capital landscape can be challenging, highlighting the difference between investor interest and actual financial commitment. *Continuous Learning and Adaptation: Jeff's journey underscores the importance of remaining flexible and open to change, constantly seeking to refine and improve business strategies.--------------------------------------------------Contact Jeff onLinkedin: https://www.linkedin.com/in/jeffdurso/Website: http://www.destinationweddings.com/dw/site/main/inc500_press_release.asp--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

In this compelling episode of the Inner Edison Podcast, hosted by Ed Parcaut, we sit down with Dr. Matthew Zakreski, a clinical psychologist and expert in neurodiversity. Dr. Zakreski shares his insights on the importance of understanding neurodiversity in the workplace and beyond. He reflects on his experiences explaining brain differences to an IT company and garnering positive feedback from industry professionals. Key Topics Discussed: - The presence and support of neurodivergent employees in every company - Best practices in neurodivergence benefiting everyone - Differences between introverts and extroverts in energy recuperation and decision-making - The Neurodiversity Collective's mission through the Psi Pact program - Challenges and hopes for a unified system in therapy licensing - The link between trauma and military service - The importance of helmets in high-speed sports - Business challenges and the evolution in mental health insurance reimbursement - Insights from hosting a podcast and the potential of AI tools like Cast Magic and Opus Clips - Building a business by embracing mistakes and playing to one's strengths Dr. Zakreski also provides a behind-the-scenes look at his therapy practice and professional speaking engagements. The conversation meanders through personal anecdotes, reflections on military service, and the continuous journey of learning and adaptation in both their fields. **Connect with Dr. Matthew Zakreski:** - Website: [The Neurodiversity Collective](http://theneurodiversitycollective.com) - Speaking Engagements: [Book Dr. Zakreski](http://theneurodiversitycollective.com)

Watch Here: https://youtu.be/K-IG8lpJqa8About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning. With a robust background encompassing military service, banking, and accounting, Christine has amassed substantial expertise in mergers and acquisitions. She is particularly noted for her remarkable skills in executing multi-business sales, crisis management, and revitalizing failing companies. Recognized as the Business Mentor of the Year four times in a row, Christine is renowned for her dedication to ensuring business owners achieve "happier endings" by securing optimal exit strategies and succession plans.Summary: In this episode of How2Exit, Ronald Skelton interviews Christine Nicholson, a leading expert in exit and succession planning. Christine shares her journey, highlighting the importance of starting exit planning early to maximize business value and ensure smooth transitions. She also discusses the impact of unprepared exits and the necessity of having contingency plans. This episode offers valuable insights for business owners aiming to future-proof their operations and achieve successful exits.Key Takeaways:Start Exit Planning Early: Begin preparing for your business exit years in advance to ensure all systems, processes, and personnel align for seamless transition.Delegate with Confidence: Believe that others can handle your tasks, and structurally offload duties to prepare your business to operate independently of your direct involvement.Succession Planning is Crucial: Have plans in place for all levels within the business to handle unexpected events and ensure business continuity.Value Understanding and Protection: Regularly appraise your business value and implement protections through agreements, trusts, and robust documentation.Embrace Process and Simplification: Effective processes not only enhance operational efficiency but also significantly increase business value at the time of sale.--------------------------------------------------Contact Christine onLinkedin: https://www.linkedin.com/in/christine-nicholson/Website: www.christinenicholson.co.uk--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https: //youtu.be/wJTXbfql96EAbout the Guest(s): Mark Moodley: Mark resides in Australia and has been deeply involved in small business operations, buying and selling entities. He has an extensive background working for a European car manufacturer and has transitioned into mergers and acquisitions after completing courses from well-known industry experts.Gia Cilento: Living in the metro Detroit area near Ann Arbor, Gia has a background in marketing, publishing, and advertising. She entered the mergers and acquisitions space during COVID-19 and has formerly owned a company since 2007. Gia is an intern of Jay Abraham, adding to her depth of knowledge and expertise in the field.Walid Costandi: Based in Orlando, Florida, Walid has a rich history as a serial entrepreneur starting back in 1995. He has been heavily involved in engineering, real estate, and business growth operations. Walid's hands-on operational approach focuses on helping employees maximize their careers within the companies he manages.Summary:Experts Mark, Gia and Walid, discuss their latest Australian acquisition and US expansion plans. From identifying targets to post-acquisition strategies, they share insights on industry trends, operational efficiencies, and employee focus. Key criteria for new acquisitions include cash flow positivity, scalability, and independent management. A strong general manager is essential for post-deal success. Key Takeaways:Industry Identification: The team chose the flatpack and cabinetry industry due to its ubiquity, straightforward operations, and the potential for customization and growth.Due Diligence Learnings: The length and depth of the due diligence process taught the team valuable lessons, especially about assessing the state of machinery and building trust with senior employees.Operational Efficiencies: Post-acquisition, focusing on improving employee working conditions and investing in new machinery has enhanced production efficiency significantly.Marketing Upgrades: Modernizing the digital presence and utilizing community involvement have been crucial strategies for improving brand recognition and customer engagement.Acquisition Criteria: Key criteria for future acquisitions include having an experienced general manager, operational scalability, and a company being cash-flow positive.--------------------------------------------------LinkedInMark: https://www.linkedin.com/in/mark-moodley/Gia: https://www.linkedin.com/in/giacilento/Walid: https://www.linkedin.com/in/walidc/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

In the eighth episode of season 3, Dr. U. Grant Baldwin, Jr., DBH, Director of the Doctor of Behavioral Health program at Cummings Graduate Institute for Behavioral Health Studies, explores the intersection of artificial intelligence (AI) and integrated healthcare. Our guests share the challenges faced in integrating technologies into traditional healthcare settings, provide innovative approaches and best practices, and discuss the future of AI in healthcare. Special Guests: Jeremy Henderson-Teelucksingh, MA, MHR, LPC/MHSP, NCC, CCMHC, is a counselor, values coach, and corporate and community human relations consultant at Indigo Path Collective. Before becoming a counselor and now as a consultant, Jeremy has nearly 25 years experience in the global tech industry with companies like VeriSign, eBay, Salesforce, Aricent (now Capgemini) and more. Dr. Sara A. Schuch, DBH, LPC, NCC, is a Licensed Professional Counselor currently working in a primary care setting as an integrated behavioral health counselor. She holds a Doctor of Behavioral Health degree from Cummings Graduate Institute and a Master of Science in Clinical Mental Health Counseling from Shippensburg University of Pennsylvania. She is a Nationally Certified Counselor, a Certified Advanced Alcohol and Drug Counselor, and is certified in Trauma-Focused Cognitive Behavioral Therapy. Professional achievements include piloting a co-occurring disorders treatment program, developing and providing training on mental health screening and treatment best practices for healthcare providers, and developing and providing training on harm reduction techniques for patients with substance use disorders in healthcare settings. Her Doctoral program culminating project focused on mental health treatment and diagnosis using technology and artificial intelligence, as well as the ethical implications and considerations of using these digital tools. Dr. Ronke Komolafe, DBH, MBA, serves a faculty member at Cummings Graduate Institute and is an executive leader with over 15 years of healthcare experience creating business value through systemic programs, evaluation, strategic planning, market expansion, product development, and revenue generation. Dr. Ronke is the Board Chair and CEO of Integrated Physical & Behavioral Health Alliance, a business and the market expansion Company that provides leadership and go-to-market strategies for healthcare and health IT Companies. She is also the Editor-in-Chief of Integrated Health Magazine, a thought leadership magazine that focuses on integrated health approaches to care delivery and digital health. Dr. Komolafe has experience in health IT, Medicare/Medicaid, leadership, market strategy, business development, integrated care, and healthcare compliance. Dr. Komolafe is known for her multi-dimensional perspectives to integrate health and passion for process improvement. Dr. Komolafe's research interest includes financial sustainability of integrated health and implementing integrated health technology to improve treatment outcomes. --- Support this podcast: https://podcasters.spotify.com/pod/show/disruptors-at-work/support

In this episode of the Know Grow Scale podcast, host Laura Johns sits down with Tim Fitzpatrick, founder of Rialto Marketing, to unveil essential MSP marketing hacks to stand out in a crowded market effectively. Struggling to define your target market? Feeling lost in the sea of IT service providers? This episode is for you. Tim and Laura disucss insider tips on: Pinpointing your ideal clients with laser precision How to stand out in the crowded MSP landscape Leveraging content marketing to become a recognized thought leader Whether you're a startup MSP or an established IT company looking to scale, this episode is packed with strategies to set the right foundation and drive business growth. Tim's expertise will help you overcome marketing hurdles related to differentiating your business. Listen for it - about a third of the way through the podcast, Laura and Tim issue a challenge for all MSP and IT business owners.This is the foundational marketing 101 podcast every MSP owner needs to hear. Listen now and get what could be the difference between standing out and blending in for your MSP.

Watch Here: https://youtu.be/MDgtE2BSinMAbout the Guest(s): Brian Shields is a seasoned acquisition entrepreneur with over 15 years of experience in investment banking, private equity, and business acquisition and management. After starting his career in New York's fast-paced financial sector, Brian transitioned into operations, gaining hands-on experience running businesses. He then successfully acquired and restructured an HOA management business, leading it to a premium exit. Now, Brian is focusing on creating a fund to help acquire, operate, and grow small to medium-sized businesses. Summary: Acquisition expert Brian Shields shares his inspiring journey from the world of investment banking to successfully transforming an HOA management company. In this episode, you'll gain valuable insights on navigating the process of buying a business, implementing operational improvements to boost efficiency, and prioritizing customer satisfaction for long-term success. Brian will also share his experiences and tips on navigating the emotional rollercoaster of selling a business. Key Takeaways:Importance of Customer Feedback: Brian emphasizes the value of actively listening to customers to identify areas for improvement and enhance service delivery.Operational Efficiency: Transformative operational changes, such as automating manual processes, can drastically improve business efficiency and customer satisfaction.Exit Strategy: Sometimes, a lucrative offer can pivot your business strategy from holding to selling, and being adaptable is crucial.Post-Sale Reflection: Selling a business can lead to initial uncertainty, but it validates the hard work and opens up new opportunities for future ventures.Building a Fund: Brian discusses his current venture of establishing a fund to acquire and operate businesses, highlighting the importance of finding the right operators.--------------------------------------------------Contact Brian onLinkedin: https://www.linkedin.com/in/brianleeshields/Website: http://www.brianleeshields.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/dsTN_j_pIAYAbout the Guest(s): Conner Young is the co-founder of Kairo Data, a company that focuses on helping investors and searchers source and find business deals. Conner has a diverse background in traditional investments, having worked with various investment firms managing portfolios, trading, and offering wealth management services since 2016. His expertise lies in creating innovative solutions to bring off-market deals to clients, particularly in the small and medium business (SMB) space. Summary: In this engaging episode of the How2Exit podcast, host Ronald Skelton interviews Conner Young, co-founder of Kairo Data. They dive deep into the art and science of sourcing business deals, especially those not publicly listed for sale. Conner shares his extensive investment experience and how Kairo Data leverages proprietary databases and cold calling to find high-quality opportunities. They discuss tools, strategies, challenges in various industries, and emerging trends in mergers and acquisitions, including the rising interest of private equity firms in smaller deals. Key Takeaways:The Importance of Quality Data: Clean, accurate data is the cornerstone of successful deal sourcing, significantly impacting the efficiency and outcome of cold outreach.Cold Calling Effectiveness: Direct phone outreach remains one of the most effective methods for sourcing off-market deals, supplemented by strategic email and text follow-ups.Shifts in Private Equity: There is a noticeable trend of private equity firms moving towards smaller deals, especially in service-based industries like pest control and HVAC.Kairo Data's Unique Model: Conner Young explains how Kairo Data operates without charging commissions or fees on deals, instead offering a subscription-based platform for accessing off-market business listings.Challenges and Opportunities: While industry nuances and the need for personalized communication in deal sourcing present challenges, they also offer unique opportunities for those willing to put in the effort. --------------------------------------------------Contact Conner onLinkedin: https://www.linkedin.com/in/conner-young-856553110/Website: https://kairodata.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/6DbRyX6Ntk8About the Guest(s): Reg Zeller is the CEO and founder of CaneKast, a company specializing in non-ferrous foundries, primarily dealing with aluminum but also handling brass, bronze, and zinc. With a comprehensive 17-year background in corporate manufacturing and a focus on scaling operations through innovative technology and strategic acquisitions, Reg has become an industry thought leader. His expertise lies in transforming distressed assets into thriving operations, a feat achieved by leveraging modern systems and AI/ML toolsSummary: In this engaging episode of the How2Exit Podcast, host Ronald Skelton welcomes back Reg Zeller, CEO and founder of CaneKast. Reg provides an in-depth update on his company's progress, focusing on their impressive acquisition strategy and operational efficiencies in the non-ferrous foundry industry. Over the past few years, CaneKast has grown exponentially, acquiring seven foundries through a meticulous off-market strategy. Reg outlines their unique approach, including systems for operational efficiency and employee retention, and shares insights on using AI and ML tools to enhance productivity. He also discusses their ambitious plans for high-capex equipment to solidify market dominance, offering a fascinating glimpse into the world of metal casting.Key Takeaways:Strategic Acquisitions: Reg Zeller's CaneKast has successfully acquired seven foundries using a calculated off-market strategy, demonstrating the importance of targeting distressed assets and revitalizing them.Operational Efficiencies: The implementation of automated systems and AI/ML tools has been paramount in improving productivity and maintaining high-quality output across multiple facilities.Employee Engagement: CaneKast's approach to employee retention involves structured onboarding processes and performance-based bonuses, ensuring a motivated and committed workforce.Technological Advancements: By investing in high-capex equipment and advanced technologies, CaneKast aims to remain at the forefront of the foundry industry, offering capabilities few competitors can match.Industry Challenges: Reg discusses the broader challenges in the manufacturing sector, including stringent regulations, labor shortages, and the need for governmental support to foster industrial growth--------------------------------------------------Contact Reg onLinkedin: https://www.linkedin.com/in/regzeller/X: https://x.com/RegZeller--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/UceNs5WwLCIAbout the Guest(s): Karl Hughes is the founder and creator of Draft.dev, a technical content marketing agency. With a background in mechanical and software engineering, Karl has propelled his career forward by venturing into content marketing and company acquisitions. He has extensive experience with venture-backed startups and has recently expanded his portfolio by acquiring another business in the podcast production space, specifically targeting financial advisors.Summary: In this episode of the How2Exit podcast, host Ronald Skelton sits down with Karl Hughes, the entrepreneurial mind behind Draft.dev. Karl shares his journey from studying mechanical engineering to becoming a pivotal player in technical content marketing. He discusses starting and growing Draft.dev into a successful niche marketing agency, hiring and scaling a company, and the importance of focusing on a specific market. Karl also sheds light on his recent acquisition of a podcast production company, explaining the motivation behind this venture and his approach to finding synergistic business opportunities.Key Takeaways:Focus on Niche Marketing: Carl emphasizes the power of narrowing down your market to build trust and reputation, which can lead to rapid growth.Building a Strong Team: Hiring the right people and creating effective standard operating procedures are crucial for scaling a business.Entrepreneurship Through Acquisition: Buying established businesses can bypass several initial challenges, providing a foundation for growth with fewer unknowns.Maintaining Strategic Relationships: Regularly investing time in building and maintaining a professional network can open doors to new opportunities and partnerships.Adaptability and Reinvention: Carl's career shifts from engineering to marketing demonstrate the importance of flexibility and the willingness to pivot in entrepreneurial endeavors.-------------------------------------------------Contact Karl onLinkedin: https://www.linkedin.com/in/karllhughes/X: https://x.com/KarlLHughes--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/QjuxhjOAlBMAbout the Guest(s): Nigel Tunnacliffe is the CEO of Coastline Academy, a national driving school dedicated to eradicating car crashes through high-quality education. With a tech background and an MBA from Oxford, Nigel merges innovative business strategies with practical driver's ed solutions. Under his leadership, Coastline Academy has expanded across the U.S., enhancing road safety and customer experience with a blend of traditional and modern methods.Summary: In this episode of the How2Exit podcast, host Ronald Skelton chats with Nigel Tunnacliffe, CEO of Coastline Academy, about the unique business model and growth strategy of this pioneering national driving school. Nigel shares his entrepreneurial journey and the academy's mission to reduce car crashes through superior driving education. Initially aiming for organic growth, Coastline Academy pivoted to acquisitions for faster market penetration. Nigel discusses their tech platform's role in operational efficiency and customer experience, managing a widespread business, and the benefits of acquiring local driving schools. The conversation also covers adaptive learning methods to reduce teenage driving accidents and broader industry challenges, providing listeners with a comprehensive view of the driving school business landscape.Key Takeaways:Tech-Driven Operations: Coastline Academy integrates a robust tech platform into its operations, streamlining everything from scheduling to customer support, ensuring a seamless experience for both instructors and students.Strategic Acquisitions: Initially focused on organic growth, Coastline Academy found that acquiring existing local driving schools significantly accelerated their expansion and enhanced market entry.Enhanced Learning: The academy uses a mix of traditional in-car lessons and modern technology to effectively teach new drivers, focusing on building skills that prevent panic in stressful situations.Community Engagement: The importance of maintaining local connections and trust while scaling up a business nationally, ensuring that new acquisitions are well integrated and adhere to Coastline's high standards.Support for Retirees: By purchasing from owner-operators looking to retire, Coastline Academy provides a smooth transition, often retaining former owners as part-time instructors.--------------------------------------------------Contact Nigel onLinkedin: https://www.linkedin.com/in/tunnacliffe/Website: http://coastlineacademy.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/Oiz8SmK_ZVsAbout the Guest: Nick Akers is the CEO of STL Communications, an IT managed service provider, with extensive experience in mergers and acquisitions. With a technical education and background in the specialty chemical sector, Nick has co-founded a venture capital-funded startup and worked with private equity firms as an independent sponsor. He recently acquired and now runs STL Communications. Summary: In this How2Exit podcast episode, host Ronald Skelton talks with Nick Akers about his journey in acquiring STL Communications. Nick shares his background, from co-founding a venture-backed startup to entering the M&A world. He recounts the processes, challenges, and strategies in purchasing an IT managed service provider.Nick explains his shift from a specialty chemical acquisition focus to an industry-agnostic approach, leading to the acquisition of STL Communications through a local broker. He discusses the transition period and his role in retaining and reassuring employees. The episode covers lessons learned, due diligence, customer relationship management, and successful business transition strategies, all highlighted with practical insights and real-world experiences. Key Takeaways:Pivoting Strategies: Nick's journey emphasizes the importance of adaptability in search strategies, pivoting from a highly specific industry focus to a broader, more flexible approach.Employee Retention: Post-acquisition, the significance of actively engaging with and reassuring employees is critical to maintaining morale and productivity.Customer Service Focus: Differentiating in a competitive market by prioritizing exceptional customer service over mere product offerings.Due Diligence Essentials: Understanding the nuances of customer contracts and securing reps and warrants on accounts receivable are crucial for protecting value in acquisitions.Ownership Models: Insights on weighing the benefits of self-funded searches versus structured programs like search funds, particularly focusing on control and long-term returns.--------------------------------------------------Contact Nick onLinkedin: https://www.linkedin.com/in/akersnick/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/nt8joaIOv5sAbout the Guest(s): Connor Pera is an accomplished acquisition entrepreneur specializing in commercial printing services. After earning his business degree from Penn State and an MBA from Chicago, Connor worked in financial services and marketing before venturing into entrepreneurship. He currently runs "The Print Authority," a commercial printing company based in Brentwood, Tennessee. Connor has developed a keen understanding of leveraging acquisition entrepreneurship to create value and grow businesses, making him a knowledgeable and insightful guest. Summary: In this episode of How2Exit, host Ronald Skelton interviews Connor Pera, an acquisition entrepreneur who recently took over "The Print Authority" in Brentwood, Tennessee. Connor shares his journey from financial services and marketing to business ownership, discussing acquisition entrepreneurship, buying and running a business, and lessons learned. He delves into strategies for growing "The Print Authority," such as expanding services and building relationships with multi-location businesses. Emphasizing the importance of engaging in operational aspects to drive growth, Connor highlights leveraging strengths in marketing, operations, or finance, offering invaluable insights for aspiring acquisition entrepreneurs.Key Takeaways:*Value of Getting in the Game: Connor stresses the importance of jumping into acquisition entrepreneurship rather than waiting for the perfect opportunity.*Know Your Strengths: Emphasize your unique skills and how they can add value to a business you acquire.*Effective Communication: Essential for gaining team buy-in and setting clear, actionable objectives.*Operational Insights: Becoming an operator teaches invaluable lessons that can't be fully understood through intellectual knowledge alone.*Capitalize on Experience: Learn from the previous owner and understand that certain industry-specific knowledge will come with time.--------------------------------------------------Contact Connor onLinkedin: https://www.linkedin.com/in/connor-pera/X: https://x.com/connorpera--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/pVdjC2400BkAbout the Guest(s): Morli Desai is an accomplished entrepreneur and the founder of Amaira Natural Skincare. With an MBA from Wharton and a diverse background that includes working on Wall Street and with Medtronic, Morli embodies a rich blend of analytical prowess and marketing expertise. Influenced by her mother's journey as an immigrant and entrepreneur, she ventured into the world of business acquisition, purchasing an e-commerce company in 2022. Despite facing challenges, Morli remains steadfast in her mission to empower women with natural skincare solutions.Summary: In this episode of the How2Exit podcast, Ronald Skelton interviews Morli Desai, founder of Amaira Natural Skincare. They discuss her background, the challenges of acquiring an e-commerce business, and strategies for business turnaround. Morli shares insights on balancing values with entrepreneurship and navigating the post-pandemic market, including marketing dynamics and social media strategies.Key Takeaways: *Entrepreneurial Journey: Morli's transition from a stable corporate career to an entrepreneur was inspired by her mother's example and solidified by her professional background and education.*Challenges in Business Acquisition: Post-acquisition challenges included inflated Google Ads costs and declining revenue, which necessitated a significant strategic pivot.*Marketing Strategies: Adapting to changing cost structures in digital marketing and exploring alternative advertising channels like Meta and micro-influencers.*Product Line and Customer Base: Amaira Natural Skincare focuses on natural ingredients to address hyperpigmentation and supports a diverse customer base, including men.*Future Plans: Morli explores potential acquisitions and new strategies to ensure business growth and sustainability.--------------------------------------------------Contact Morli onLinkedin: https://www.linkedin.com/in/morlidesai/Website: https://amairaskincare.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exit Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/2Tbjl960u4EAbout the Guest(s): Martin Bispels is an experienced entrepreneur and marketing expert with a background in e-commerce, sales, and business development. Starting at QVC in TV production and sales, he developed a strong understanding of consumer behavior. He later founded a consulting firm and acquired Upper Park Disc Golf, where he drives growth and innovation. Renowned for his marketing and brand-building insights, Martin also consults with small and medium-sized businesses to help them scale.Summary: In this engaging How2Exit Podcast episode, host Ronald Skelton chats with Martin Bispels, a seasoned marketing executive turned entrepreneur through acquiring Upper Park Disc Golf. Martin shares his journey from QVC, where he honed his skills in consumer behavior and sales, to owning and growing his business. He offers practical insights into e-commerce, brand building, and disc golf.Martin discusses how he purchased Upper Park Disc Golf through Flippa, emphasizing the importance of a clear brand strategy and leveraging customer insights for growth. He also highlights his consulting work as a fractional CMO, keeping his marketing perspectives fresh. This episode is packed with valuable takeaways on mergers and acquisitions, e-commerce growth, and effective marketing strategies.Key Takeaways:Insights into Consumer Behavior: Martin emphasizes the importance of understanding real-time consumer reactions, a skill he developed during his tenure at QVC.Acquisition Strategy: He shares the criteria and due diligence involved in acquiring Upper Park Disc Golf, highlighting the need to identify businesses with growth potential and solid brand reputation.Brand Building: The significance of having a distinct brand identity and core values, such as sustainability and community involvement, differentiates a business from competitors.Marketing Execution: The episode underscores the importance of strategic execution in marketing, going beyond mere technological trends to focus on building genuine customer connection and delivering results.Growth Challenges and Opportunities: Martin discusses the ongoing challenges in supply chain management and the strategies for expanding product lines and geographical reach to sustain business growth.--------------------------------------------------Contact Martin onLinkedin: https://www.linkedin.com/in/martinbispels-vi/Website: https://www.upperparkdiscgolf.com/pages/about-us--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/ZOvf5bIg6BEAbout the Guest(s): Caroline Chapdelaine is the CEO and Co-Founder of North Star Photonics, a company specialized in defense manufacturing technology, specifically focusing on photonics and fiber optic gyroscopes. With a rich background in military intelligence as an officer in the U.S. Army, Caroline has extensive experience in both operational and defense contract management roles. She has also worked for major defense contractors such as Northrop Grumman, L3 Harris, and Orbital ATK before obtaining her MBA from the Wharton School. Caroline successfully executed a carve-out to establish North Star Photonics and has since been leading the company through the complexities of the defense contracting industry.Summary: In this episode of the How2Exit Podcast, Ronald Skelton interviews Caroline Chapdelaine, CEO and Co-Founder of North Star Photonics. Caroline discusses her journey from military intelligence officer to entrepreneur in the defense sector, sharing insights on executing a unique carve-out. She covers the complexities of due diligence, acquiring specialized equipment, and meeting regulations like ITAR and ISO 9001. Caroline also details financial strategies, including the risky SBA 7a loan, to handle cash-flow challenges post-acquisition. This episode is valuable for anyone interested in defense contracting or business carve-outs.Key Takeaways:Bias for Action: Emphasizing the importance of taking actionable steps rather than getting lost in over-analysis.Resilience and Mental Health: Maintaining mental and physical health is crucial for sustaining long-term business success.Strategic Alliances: Building and utilizing networks within the industry can significantly aid in overcoming operational challenges.Navigating Financial Complexities: Understanding the intricacies of loans and financial instruments like the SBA 7a loan can provide essential lifelines during tough times.High Standards of Quality: Complying with stringent regulations such as ITAR and ISO 9001 is critical for maintaining product integrity in the defense sector.--------------------------------------------------Contact Caroline onLinkedin: https://www.linkedin.com/in/carolinechapdelaine/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. --------------------------------------------------

(RE-UPLOADED)Watch Here: https://youtu.be/f7lSzU7s13kAbout the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. He has a rich history working with prominent organizations like BP, Honeywell, and General Motors, managing complex engineering and construction projects. Roger transitioned into the real estate sector, focusing on condo development and conversions, and later into corporate law, sharpening his skills in mergers and acquisitions. He is currently a key figure at GenX Capital Group, specializing in private equity and strategic roll-ups of lower market companies.Summary: In this episode of the How2Exit Podcast, host Ronald Skelton interviews Roger Best from GenX Capital Group, whose multidisciplinary journey spans mechanical engineering, real estate, law, and private equity. Roger recounts his transition from managing engineering projects to diving into the real estate boom of the early 2000s and his current role in private equity. He discusses how he leverages his diverse skills in mergers and acquisitions, highlighting GenX Capital Group's innovative pilot project that uses SBA financing to help entrepreneurs and managers acquire and scale lower middle-market companies. The conversation also covers the importance of implementing professional infrastructure to make small businesses appealing to middle-market buyers and the selection criteria for ideal operators, focusing on leadership, P&L responsibilities, and experience in managing complex projects, offering valuable insights for those interested in private equity and strategic business roll-ups.Key Takeaways:The significance of diverse professional backgrounds in succeeding in private equity.How GenX Capital Group is addressing the "Silver Tsunami" of retiring baby boomers with their innovative pilot project.The strategic role of SBA financing in facilitating business acquisitions for entrepreneurs.Importance of operational systems and professional infrastructure in scaling lower middle-market companies.Criteria for selecting ideal operators, emphasizing leadership, project management, and financial oversight skills.--------------------------------------------------Contact Roger onLinkedin: https://www.linkedin.com/in/bestroger/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/9tdx1Z267KIAbout the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. He has a rich history working with prominent organizations like BP, Honeywell, and General Motors, managing complex engineering and construction projects. Roger transitioned into the real estate sector, focusing on condo development and conversions, and later into corporate law, sharpening his skills in mergers and acquisitions. He is currently a key figure at GenX Capital Group, specializing in private equity and strategic roll-ups of lower market companies. Summary: In this episode of the How2Exit Podcast, host Ronald Skelton interviews Roger Best from GenX Capital Group, whose multidisciplinary journey spans mechanical engineering, real estate, law, and private equity. Roger recounts his transition from managing engineering projects to diving into the real estate boom of the early 2000s and his current role in private equity. He discusses how he leverages his diverse skills in mergers and acquisitions, highlighting GenX Capital Group's innovative pilot project that uses SBA financing to help entrepreneurs and managers acquire and scale lower middle-market companies. The conversation also covers the importance of implementing professional infrastructure to make small businesses appealing to middle-market buyers and the selection criteria for ideal operators, focusing on leadership, P&L responsibilities, and experience in managing complex projects, offering valuable insights for those interested in private equity and strategic business roll-ups.Key Takeaways:The significance of diverse professional backgrounds in succeeding in private equity.How GenX Capital Group is addressing the "Silver Tsunami" of retiring baby boomers with their innovative pilot project.The strategic role of SBA financing in facilitating business acquisitions for entrepreneurs.Importance of operational systems and professional infrastructure in scaling lower middle-market companies.Criteria for selecting ideal operators, emphasizing leadership, project management, and financial oversight skills.--------------------------------------------------Contact Roger onLinkedin: https://www.linkedin.com/in/bestroger/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Disclaimer: Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies in select industries of focus: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industries of focus we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and strategic advisory services. Founded in 2006, Objective's seasoned professionals have collectively executed over 500 M&A advisory engagements and thousands of business valuations throughout their careers. Our firm's name embodies our core mission: to help business owners achieve their objectives. Learn more and find additional resources at objectiveibv.com.This podcast episode is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective, Investment Banking & Valuation, makes no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. Principals of Objective, Investment Banking & Valuation, are Registered Representatives of BA Securities. Objective, Investment Banking & Valuation, and BA Securities are separate and unaffiliated entities.Watch Here: https://youtu.be/Cgj-nGgDtIQAbout the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. He is part of Objective Investment Banking and Valuation, where he has been a key player for 15 years. Akers' career began in strategy consulting, leading him through roles in technology, private equity, and ultimately landing him in investment banking. His expertise lies in representing sellers in the mid-market range, specifically dealing with companies valued between $20 million to $250 million.Key Takeaways:Valuation Prioritization: Akers highlights the significance of understanding and strategically presenting company valuations, focusing on synergies and future earnings potential for acquirers.Industry-Specific Expertise: The necessity of having departmentalized industry expertise within an investment firm is crucial to describe, value, and interact with potential buyers effectively.Aggressive Disqualification: Business owners must critically assess potential buyers early to avoid unnecessary costs and focus on those who are serious contenders.Deal Catalysts: Partnerships and relationships with other companies often act as catalysts for acquisitions, especially when there is an established rapport and understanding of potential synergies.Pre-Exit Strategic Actions: Business owners should consider engaging experts 2-3 years prior to a planned exit to strategize and significantly improve their outcomes.--------------------------------------------------Contact Trever onLinkedin: https://www.linkedin.com/in/treveracers/Website: https://www.objectiveibv.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell? The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.------------------------------------------------- #How2Exit # #

Watch Here: https://youtu.be/2ggutbZru4MAbout the Guest(s): Nathan Lenahan is an experienced entrepreneur and former military professional. After serving in the army for six years, including multiple tours in Iraq, Nathan pursued a career in real estate investing and obtained an MBA from the University of Texas at Austin. He has since started and sold multiple companies, including a property management company and a tech-enabled real estate brokerage. Nathan is currently the owner of Bart's Heating and Air, an HVAC company, and the founder of Smooth Operators, a recruiting service that helps small and medium-sized businesses find skilled operators. With his extensive experience in hiring and acquisitions, Nathan is passionate about helping business owners find the right talent to drive growth and success. Episode Summary: In this episode, Nathan Lenahan discusses his journey from the military to entrepreneurship and shares his expertise in mergers and acquisitions. He highlights the importance of understanding the different phases of a business and hiring the right operators to drive growth. Nathan also introduces his recruiting service, Smooth Operators, which focuses on connecting business owners with skilled operators in the blue-collar industries. He emphasizes the significance of clear communication, setting expectations, and building trust in the hiring process. Nathan provides valuable insights into the challenges and strategies involved in acquiring and growing businesses, offering practical advice for both buyers and sellers.Key Takeaways:Hiring the right operator is crucial for the success of a business acquisition. Understanding the owner's needs, preparing the role for success, and aligning incentives are essential factors to consider.Identifying the right operator involves assessing their experience, skills, and mindset. Different operators excel in different phases of a business, such as startup, growth, or maintenance. Matching their strengths with the company's needs is key.Building trust and open communication with operators is vital. Clear expectations, ongoing feedback, and a supportive work environment contribute to a successful partnership.The staffing industry offers opportunities for growth and acquisition. Nathan's company, Smooth Operators, focuses on connecting business owners with skilled operators in blue-collar industries, such as HVAC, plumbing, and electrical.When acquiring businesses, it is important to have a clear growth strategy. Organic growth through expanding services or geography, as well as strategic acquisitions, can help achieve growth targets.--------------------------------------------------Contact Nathan onLinkedin: https://www.linkedin.com/in/nathanlenahan/Website:--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/WxboHZiZZwcAbout the Guest(s): George Moulos is an entrepreneur and the founder of Ecommerce Brokers, a company specializing in buying and selling online businesses, especially within the e-commerce, agency, and SaaS spaces. With a background that ranges from starting businesses at a young age—including Facebook groups and affiliate marketing—to building and exiting various digital assets, George now helps others navigate the intricacies of online mergers and acquisitions. His firm assists a range of clients from first-time acquirers to private equity firms. George's dedication to old-school methods of relationship-building coupled with his innovative approach to the online space has led Ecommerce Brokers to success, including notable deals and acquisitions. Summary: In this enlightening episode of the How2Exit podcast, host Ronald Skelton engages with George Moulos to unravel the complexities of buying and selling businesses in the digital realm. George's journey from young entrepreneur to established online business broker presents a multitude of insights for those interested in e-commerce transactions. George dives into his early beginnings and entrepreneurial streak, explaining how his work ethic and vision led to his first business exits and eventual specialization in e-commerce business brokering. He provides valuable insights into currentKey Takeaways:The Buyer's Advantage: The current market is trending in favor of buyers, making the next twelve months an opportune time for acquisitions.Seller's Market Shift: While sellers have faced challenges in recent years, the market is slowly improving for them. This shift signifies potential balance restoration in e-commerce M&A.Importance of Due Diligence: Buyers should approach acquisitions carefully, utilizing advisors, accountants, and attorneys to ensure a secure transaction.Shopify Over Amazon: George emphasizes investing in D2C businesses on platforms like Shopify that allow ownership of the customer relationship over reliance on third-party platforms like Amazon.Financing Strategies: In light of high interest rates, George suggests exploring avenues such as SBA loans, seller financing, and earnouts to facilitate better deals in acquiring an e-commerce business.--------------------------------------------------Contact George onLinkedin: https://www.linkedin.com/in/georgemoulos/Website:https://ecommerce-brokers.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/GOlqbiQ_w9EAbout the Guest(s): David Lynch is an entrepreneur from the UK who started a business in the healthcare sector. He began his journey by selling mobility and disability products from his spare room. Over the course of 11 years, he grew the business to achieve eight-figure revenue and successfully sold it to a private equity-backed buyer. David is now actively pursuing acquisitions in the healthcare and facilities management sectors through his investment group, 41 Kong.Summary: In this episode, Ronald Skelton interviews David Lynch, an entrepreneur who built a successful healthcare business from scratch and sold it to private equity. David shares his journey of starting the business from his spare room and growing it organically through contracts with the NHS and other local authorities. He discusses the challenges he faced in implementing systems and processes to prepare the business for sale and highlights the importance of having a clear vision and exit strategy from the beginning. David also talks about his current venture in acquisitions and his plans to combine organic growth with strategic growth in the healthcare and facilities management sectors.Key Takeaways:David Lynch started a healthcare business from his spare room and grew it organically over 11 years, achieving eight-figure revenue before selling it to private equity.Winning contracts with the NHS and other local authorities was a catalyst for the business's growth and provided predictable and repeatable revenue.Implementing systems and processes, including a bespoke software system, helped improve efficiency and increase gross margin from 48% to 61%.David's current venture involves pursuing acquisitions in the healthcare and facilities management sectors, combining organic growth with strategic growth.The healthcare sector offers attractive profit margins and opportunities for growth, especially in specialized areas such as patient handling and assistive technology.--------------------------------------------------Contact David onLinkedin: https://www.linkedin.com/in/david-lynch-42147419/Website: https://linktr.ee/davidlynchentrepreneur--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/EWiuR9dzyVMAbout the Guest(s): Carl Allen, a seasoned M&A professional with over 30 years of experience, began his career in investment banking at 21 with Bank of America. He's worked with industry giants like GE and Hewlett Packard, and boasts a background in private equity. Holding degrees in civil engineering and an MBA, he transitioned from corporate to Main Street M&A, acquiring and selling smaller businesses. He owns approximately 30 companies and has coached 30,000 students globally, investing in student deals through his private equity fund.Summary: In this episode of How2Exit podcast, guest host David Green welcomes M&A veteran Carl Allen. Carl shares his journey from engineer to M&A expert, discussing the nuances between corporate deals and Main Street sales, and emphasizing the importance of rapport and seller psychology. He highlights key career moments, including his spontaneous decision to buy his first Main Street business, and offers insights into deal evaluation and his innovative "annuity deal" strategy. This episode is filled with practical advice for entrepreneurs and investors alike.Key Takeaways:The transition from corporate to Main Street M&A involves a significant emphasis on seller psychology and building rapport with business owners.Creative deal structures, such as the "annuity deal," can be more attractive to retiring business owners seeking income rather than a large upfront sum.Seller psychology is key in determining a business's value, often superseding traditional financial metrics.Carl Allen argues for the importance of real-time deal-making experience to effectively coach others in M&A.A novel way of teaching M&A is through storytelling, which Carl explores through his upcoming book that fuses technique and narrative.--------------------------------------------------Contact Carl onLinkedin: https://www.linkedin.com/in/iamcarlallen/Website: https://dealmakerwealthsociety.com/Youtube: https://www.youtube.com/@carlallenofficialContact David onLinkedin: https://www.linkedin.com/in/thedavid-green/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/sAqVSmrl9K4About the Guest(s): Christopher Wick, a seasoned entrepreneur and acquisitions expert at only 35, has closed an impressive 32 deals. Beginning his career in marketing and social media consulting, Wick helps businesses harness platforms for growth. Inspired by Richard Branson and Warren Buffett, he transitioned at 29 from owning one business to acquiring and scaling multiple companies. Known for his decisive action, Wick experienced rapid growth in the M&A space after training with Roland Frasier. He embodies authenticity and motivation, aiming for minority interest, equity, or control in 50 to 100 companies in the future.Summary: Host Ronald Skelton engages with Christopher Wick, a powerhouse in entrepreneurship and business acquisitions. Listeners follow Wick's journey from his pivotal realization at 29, through bold ventures in business acquisition without formal training, to his prolific deal-making post-education. The episode blends personal narrative with strategic insights, offering a glimpse into Wick's transformative experiences. Wick candidly shares career-defining moments, including early setbacks and the decision to leverage partnerships and mentorship. Focused on deal flow, strategy, and collaboration, the episode offers practical advice for entrepreneurs and investors alike, drawing from Wick's extensive experience in the M&A industry.Key Takeaways:Leverage partnerships and mentorship to accelerate growth in deals; you're never too inexperienced to start collaborating.Consistency in reaching out and building deal flow is crucial for sustained success in acquisitions, with Christopher dedicating the first hour of his workday to deal flow.Focus on buying businesses with a history of success rather than potential, to ensure a predictable, repeatable, and valuable investment.Holding yourself to a commitment to over-deliver for your clients and partners builds trust and establishes you as a reliable entrepreneur.Always work with a mentor or a business partner to gain more momentum and achieve better results in your entrepreneurial endeavors.--------------------------------------------------Contact Christopher onLinkedin: https://www.linkedin.com/in/christophermwick/Website: https://www.christophermwick.com/card--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/_vP2-ZqR6REAbout the Guest(s): Dan Taylor is an experienced professional specializing in real estate strategies that set him apart from conventional practices. At the age of 58, he brings a wealth of knowledge in mergers, acquisitions, and business ownership, blending his passion for deal-making with real-life experiences to create a thriving career. Dan has a background in starting from humble beginnings with a donut kiosk business and has since advanced to significant commercial real estate endeavors. His expertise includes rolling up profitable businesses that own real estate, separating and selling the businesses, as well as repurposing declining businesses into lucrative investments. Summary: In this How2Exit Podcast episode, Ronald Skelton discusses mergers, acquisitions, and real estate strategies with Dan Taylor. They explore maximizing value in property investments tied to business acquisitions. Taylor shares his journey from a small kiosk owner to mastering business roll-ups and commercial real estate transformations. He highlights the benefits of acquiring businesses with valuable real estate and emphasizes using various valuation methods to maximize returns.Key Takeaways:Owning businesses with real estate offers the potential for multiple arbitrage, where the property can be valued separately for its potential beyond the current business use.Targeting 65 - 75-year-old business owners can present opportunities with distressed assets or sellers motivated by life events such as retirement or health issues.Utilizing innovative direct mail strategies with a personal touch can significantly increase response rates and open paths to deals that might otherwise be overlooked.Real estate tied to a business should be evaluated for its highest and best use, which can lead to repurposing for more profitable ventures.Dan Taylor stresses the importance of having a long-term vision for investment and structuring deals in a way that benefits both investors and business owners.--------------------------------------------------Contact Dan onLinkedin: https://www.linkedin.com/in/dantaylorattaylorcapital/Website: https://www.taylorcapital.co.uk/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/TsR70CCiXjEAbout the Guest(s): Matt Bodnar, a rising star in mergers and acquisitions, has a diverse background that spans from Goldman Sachs to entrepreneurship. After purchasing his first IT service business post-college, he honed his deal-making skills, culminating in the establishment of his holding company, Eidolon Capital. Specializing in lower-middle market acquisitions, particularly in blue-collar, value-oriented, and baby boomer-owned businesses, his portfolio includes companies in sink manufacturing, pallet racking, and IT/software. His approach emphasizes value and long-term investment.Summary: In this episode, Matt Bodnar, a rising star in mergers and acquisitions, dives deep into deal-making strategies. They explore Matt's journey from Wall Street to entrepreneurship, focusing on his expertise in lower-middle market acquisitions. The conversation highlights the importance of building genuine relationships, active listening, and structuring creative deals like zero down and zero out-of-pocket transactions. Matt shares personal anecdotes, including unconventional deals and aqua hires, emphasizing the significance of understanding seller motivations for successful buyouts. Additionally, they discuss the importance of deal flow and learning from mistakes, stressing the need for robust pipelines in acquisition success.Key Takeaways:The essence of mergers and acquisitions lies not just in financial savvy, but in creating genuine connections and understanding seller motivations.Zero down or zero out-of-pocket deals are possible with a well-developed deal pipeline and creative structuring based on sellers' needs and business assets.Rapport building and active listening are critical skills in negotiation, often determining the success of an acquisition more than the financial offer.There is a significant opportunity to acquire and optimize undermanaged businesses, particularly in sectors where owners are looking to retire without succession plans.Practical involvement and willingness to operate the acquired business, at least initially, can lead to better management hires and long term-success.--------------------------------------------------Contact Matt onLinkedin: https://www.linkedin.com/in/mattbodnar/Website: https://mattbodnar.com/newsletter/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/esaYQ-iAwjoAbout the Guest(s): Tina Bradley is a seasoned entrepreneur with a rich background in various business ventures, starting from her entrepreneurial journey at the age of nine. With hands-on experience in multi-level marketing, building an animal charity, and running approximately 200 monetized websites, Tina's expertise is vast and varied. She later turned her attention to mergers and acquisitions, focusing on the health, beauty, wellness, and self-care industry where she successfully built and exited a group of businesses. Tina's approach intertwines a deep understanding of operations, systematizing, and talent development, particularly in identifying and empowering managers to transition into business ownership.Summary: In this episode of How2Exit, host Ronald Skelton invites Tina Bradley to share her entrepreneurial story and insights into the world of mergers and acquisitions (M&A). The conversation reveals the strategic moves that led Tina to success in the health and beauty sector, along with valuable learnings from her exit strategy.Tina discusses the challenges and triumphs of acquiring multiple hair and beauty salons in and around London. She outlines her methodical approach to foster managerial talent and implement systems that ensure sustainability and scalability—key to preparing businesses for a management buyout. Her journey underscores the importance of rapport-building with sellers, teaching listeners how to engage genuinely and secure deals favorably for all parties involved.Key Takeaways:Rapport with potential sellers is critical in business acquisitions. Building genuine connections can lead to advantageous opportunities, such as management buyout deals.Small businesses in the half-million turnover range can be a strategic focus area for building a portfolio, especially in the health and beauty space.Empowering managers through meticulous systems and processes can prepare them for ownership, adding value to the business for a successful exit strategy.Openness to diversified experiences and adaptability is crucial for entrepreneurs at any stage of their career.Tina's philosophy of never giving up, inspired by her father, shows the resilience needed to succeed in the competitive world of business.--------------------------------------------------Contact Tina onLinkedin: https://www.linkedin.com/in/tinabradleyuk/Email: Tina@tinabradley.co--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/_ZUXTvjbJxQAbout the Guest(s): Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build." His expertise encompasses buying and growing businesses successfully over the decades. As a seasoned acquisition entrepreneur, Walker has acquired over nine companies himself and consulted on over 300 acquisitions. He's not just an accomplished author, but also an educator and mentor within the space, having founded an accelerator, Acquisition Lab, to guide prospective business owners on the path of acquisition entrepreneurship. His thought leadership is recognized on prominent platforms, including keynotes at esteemed institutions like MIT. Summary: Host Ronald Skelton is thrilled to welcome Walker Deibel, a towering figure in the acquisitions sector. Walker, known for 'Buy Then Build', provides a captivating glimpse into his journey from a perceived 'unemployed' individual to an acclaimed author and entrepreneur. His unique perspective on buying businesses as a means of entrepreneurship offers valuable insights to listeners.Walker discusses the evolution of the acquisitions industry, highlighting the shift from seller financing to structured loans like those backed by the SBA – a significant enabler for transactions in the current market. Deibel dissects the common myths surrounding the acquisition space, emphasizing the importance of calculated risk-taking and avoiding the alluring, yet misleading, 'get-rich-quick' acquisition strategies. This episode is a must-listen for anyone interested in mergers and acquisitions, offering a mix of practical advice, industry trends, and transparent reflections on the challenges and rewards of business ownership. Key Takeaways:Acquisition entrepreneurship is about taking calculated risks, rather than searching for low-investment, high-return scenarios.Building rapport with the seller and understanding a business's culture are crucial in the acquisition process.The SBA has been pivotal in enabling more business transactions by offering loans for business acquisitions without traditional collateral requirements.The value of a business is not solely determined by its selling price; growth potential and current operations play significant roles.Acquisition Lab offers targeted, lifetime support to individuals looking to acquire businesses, with a strong emphasis on community and shared learning.--------------------------------------------------Contact Walker onLinkedin: https://www.linkedin.com/in/walkerdeibel/Website: http://www.acquisitionlab.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell? The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/chVnc3cyTewAbout the Guest(s): Parnell Speed is a seasoned professional with a background in engineering and experience in the real estate sector. After navigating the challenges of accessing capital in his own ventures, Parnell identified a widespread need for trustworthy guidance in securing funds. Transitioning into the mergers and acquisitions (M&A) space, he was particularly drawn to the concept of roll-ups and sought to deepen his expertise through a dedicated training program. In 2019, he established his own firm, focusing on helping individuals acquire capital for acquisitions, and has since stood out as a reliable advisor, steering clients away from unfavorable funding and towards optimal financial solutions tailored to their specific circumstances.Summary: Ronald Skelton talks with capital expert Parnell Speed about creative financing strategies for business acquisitions. They explore funding options, deal structures, and financial preparedness for successful M&A. Parnell shares his diverse background and emphasizes overcoming challenges. The discussion dives into SBA loans, seller financing, and unconventional approaches like non-recourse funding. It equips listeners with the knowledge to navigate acquisitions using assets, contracts, and investor relationships.Key Takeaways:Acquisition financing includes a range of options like SBA loans, asset-based financing, contract financing, and owner financing, but private investors can also play a pivotal role in funding deals.Being strategic in capital stacking, which involves combining different types of funding, can enhance the potential for a successful acquisition.Creativity in sourcing and arranging capital is crucial; it's about finding the right money rather than just any money.Preparation for growth and operational costs post-acquisition is as important as financing the purchase, and should be factored into the fundraising strategy.The sooner you start planning for funding an acquisition, ideally before even signing an LOI, the better prepared you'll be for a successful transition--------------------------------------------------Contact Parnell onLinkedin: https://www.linkedin.com/in/parnellspeed/Email: parnell@rvhcapital.com--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Watch Here: https://youtu.be/alOKUhhuu1sAbout the Guest(s): Sam Turner, from the UK, is an experienced professional with a 22-year career in the travel industry. With a strong finance background, Sam served as the Financial Director (FD) of a significantly large business owned by private equity, engaging in the integration of acquired competitors and managing the commercial function globally. After his corporate career, Sam transitioned to entrepreneurship, focusing on building a group of companies. He is currently the head of Advantos Group, where he specializes in buying and selling small businesses within the mechanical, electrical, and facilities management services sector.Summary: Host Ronald Skelton welcomes Sam Turner of the Advantos Group to discuss the intricacies of acquiring and selling small businesses in the UK. Sam shares his transition from a career in the travel industry to creating a conglomerate of small businesses that serve a niche market in the B2B space.Sam Turner's journey is compelling as he divulges the strategy behind choosing non-consumer-facing ventures within industries that display significant fragmentation and resilience to technological disruptions. Throughout the conversation, Sam emphasizes the philosophy of collaboration, avoiding business integration to preserve the uniqueness of each acquired company, and maintaining their operations and brand. This approach underscores the delicate balance between maximizing shareholder value and retaining the individual strengths of small businesses within the group. Key Takeaways:Collaboration vs. Integration: Sam Turner advocates for the approach of collaboration among acquired businesses, rather than full integration, to reduce risk and maintain the independence and specialties of each company.Identifying Acquisitions: The Adventos Group seeks out small businesses with revenues between £4 million and £20 million, offering mechanical, electrical, and hard facilities management services with a minimum of 7% EBITDA margin.Employee Engagement: Sam highlights the importance of understanding the direct impact employees have on the business. He mentions plans to create a 'growth fund,' offering staff skill development opportunities.Profit Margins in Small vs. Large Enterprises: The conversation reveals an inverse relationship between the size of the business and profit margins within the industry, with smaller businesses often having better margins due to less competitive tendering.Building the Employer of Choice: The ultimate goal for Adventos Group is to be the employer of choice, creating an environment where talent retention and acquisition are driven by multiple factors that surpass just the wage component.--------------------------------------------------Contact Sam onLinkedin: https://www.linkedin.com/in/sam-turner-advantos/Website: http://www.advantos.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell? The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exit Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other.Watch Here: https://youtu.be/LVI5G-HJDmYAbout the Guest(s): Dominic Wells is an accomplished entrepreneur and the CEO of Onfolio, a publicly traded company specializing in the acquisition of online businesses. Located in Taipei City, Taiwan since 2008, Wells started his journey as an English teacher before venturing into the digital business space. His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. With a team spread across the globe, Wells has spearheaded numerous acquisitions and has become a prominent figure in the digital acquisitions sphere.Summary: Ronald Skelton welcomes Dominic Wells to discuss the landscape of business acquisitions, particularly in the context of a rapidly evolving market influenced by concerns around AI, economic stability, and business valuations. The conversation delves into the nature of operating a publicly traded company and the strategic moves made by Onfolio in the current acquisition-friendly environment.Dominic Wells delves into Onfolio's recent shift towards acquiring marketing agencies, citing their appeal for high returns and growth potential. He highlights the strategic geographical distribution of his team, suited for managing primarily online businesses. Wells also discusses market trends, AI's impact, and Onfolio's readiness for the future. Reflecting on his CEO role post-IPO, he shares unexpected realities and the learning curve. Exploring investment strategies and acquisition criteria, Wells illustrates Onfolio's trajectory and stresses the significance of tenacity in acquisition entrepreneurship.Key Takeaways:Marketing agencies present lucrative opportunities for acquisition, with Onfolio focusing heavily on this sector due to impressive performance metrics.The influence of AI on businesses is significant, but Wells urges a more tempered and strategic approach to incorporating AI advancements.Going public as a company involves facing market dynamics and investor behaviors that may not align with pre-IPO expectations.Onfolio's approach to acquisitions involves maintaining the independent brands and operations of acquired companies while centralizing certain functions for efficiency.Wells advocates for the importance of tenacity in the acquisition entrepreneurship space and considers the current market an advantageous time for acquisitions.Notable Quotes:"So I'm located in Taiwan, Taipei City... But my team is located all over the world." - Dominic Wells"I think it's a little bit of a calm time, but a good time to be acquisitive." - Dominic Wells"You can learn from bumps and bruises." - Dominic Wells"Dominic Wells opens up about operating a publicly traded company and the strategic moves made by Onfolio in the current acquisition-friendly environment." - Episode Summary--------------------------------------------------Contact Dominic onLinkedin: https://www.linkedin.com/in/dominic-wells-onfolio/Website: https://onfolio.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. --------------------------------------------------

Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other.Watch Here: https://youtu.be/L4aiz8cZQCUAbout the Guest(s): Reid Tileston, a seasoned professional with a fascinating background in finance and a passion for fitness, shared his journey on the How2Exit podcast. Born to two Northern California hippie runners, Reid's entrepreneurial spirit was nurtured from an early age. He is an alumnus of UC Berkeley and previously worked at Industry Ventures, a venture capital and private equity firm. Reid took a bold leap by opening a fitness club in Sacramento during the Great Recession and has since become a multi-unit Anytime Fitness club owner-operator. In addition to his fitness endeavors, Reid has acquired and sold businesses across various industries, including industrial services. He also authored a book, "Grid It Done," and is committed to helping others achieve their American dream of business ownership. Beyond business, Reid is an adjunct professor and is working on his Ph.D. at Case Western Reserve University.Episode Summary: Ronald Skelton invites Reid Tileston to explore the realm of mergers and acquisitions. They start with a funny origin tale, sparking an interesting talk on entrepreneurship's challenges and successes. Reid talks about his journey, from starting a gym during the Great Recession to managing several Anytime Fitness branches and venturing into industrial services.Further into the episode, Reid emphasizes the importance of diligence, the human aspect of business ownership, and the power of fostering relationships within your business and peer networks. Drawing from his personal journey, he offers invaluable insights into what it takes to navigate the challenging landscape of buying and selling businesses and underscores the impact of business ownership on personal failure and civic engagement. The episode serves as a guide for anyone interested in the entrepreneurial journey, offering strategies for risk mitigation and success.Key Takeaways:Reid Tileston's unique entrepreneurial journey demonstrates that dedication and innovative approaches, such as becoming deeply involved in the community and embracing franchise opportunities, can lead to achieving the American dream of business ownership.Effective transition management and building strong relationships with both clients and employees are critical to the success of any entrepreneurial endeavor.The experience of selling a business can be deeply complex and emotional, often involving considerations beyond financial gain, such as seller satisfaction and the role of competent intermediaries.The decision to become an entrepreneurial business owner requires full commitment, and it's essential to be prepared and understand the personal and professional implications of such a path.Reid has authored "Grid It Done," a valuable resource for prospective business owners to understand and navigate the world of entrepreneurship through acquisition.--------------------------------------------------Contact Reid onLinkedin: https://www.linkedin.com/in/reidtileston/Website: https://reidtileston.com/dashboard/login.php--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other.Watch Here: https://youtu.be/HG8oQJeVZLAAbout the Guest(s): Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million. Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. With a career spanning over a decade, Patrick has become an industry-agnostic specialist, facilitating financial diligence, quality of earnings, purchase price negotiation, and offering comprehensive partnership support to his clients.Episode Summary: In this engaging episode of the How2Exit Podcast, host Ronald Skelton welcomes Patrick O'Connell, a seasoned mergers and acquisitions advisor, to shed light on the intricacies of buying and selling small businesses. This episode serves as a deep dive into Patrick's journey from a young accounting graduate to a M&A powerhouse, navigating transactions in industries as varied as HVAC and pharmaceuticals.Patrick walks us through the process that remains consistent across industries when acquiring or selling a business, from the Letter of Intent to due diligence and purchase price negotiations. The conversation also covers the strategies business owners should consider to prepare for the buying or selling process, such as having a solid management team and establishing an exit plan that truly adds value to the business.Key Takeaways:Business valuation is often industry-specific, and the market sets the price based on comparable sales in the recent past.Emotional readiness and concessions are critical in M&A transactions. Deals not only involve financial stakes but also human emotions and relationships.A company being ready to sell often means having an operational structure where the owner's day-to-day involvement is minimal.A dedicated M&A team can catalyze growth through acquisitions, but this concept is underutilized in small to mid-sized businesses.Businesses with paper-based accounting and traditional management can still be great acquisition targets if their financials are in order.--------------------------------------------------Contact Patrick onLinkedin: https://www.linkedin.com/in/patrick-o-connell-3b235177/Twitter: https://twitter.com/SMBDealGuy--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell? The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. --------------------------------------------------

Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other.Watch Here: https://youtu.be/jBvCc1tEX4sAbout the Guest(s): Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. As an Air Force veteran, Ralph's technical and leadership skills were honed early, leading to a successful post-service career. After transitioning from the military, Ralph entered the franchise industry, starting with a Meineke franchise in 1985. Over a 23-year span, he grew his franchise ownership to 15 stores across two states, amassing significant wealth and business insight. His entrepreneurial journey didn't stop with Meineke; Ralph pivoted into executive roles, serving as Chief Operating Officer for various brands in automotive and fitness spaces. Now, he dedicates his time to coaching and mentoring, with a focus on helping veterans navigate the path to becoming franchise owners.Episode Summary: Host Ronald Skelton welcomes Ralph Yarusso to explore the lucrative world of franchising. The conversation delves deeply into the underappreciated wealth-creating potential of this often misunderstood business model. From the nuanced strategy behind successful franchise growth to real-life stories of monumental success, listeners are offered a rare look into how to leverage franchising for entrepreneurial triumph.Ralph's remarkable journey from Air Force aircrew member to a multi-unit franchise owner, emphasizing the strategic approaches that enabled rapid growth and wealth generation. Key discussions point to the strengths of franchising, such as the established systems, built-in support, and brand recognition that fuel franchisee success. Ralph's narrative paints a vivid picture of franchising's adaptability, resilience, and the profound opportunities it presents for veterans and aspiring entrepreneurs alike. Key Takeaways:Franchising offers a structured business model with systems in place, increasing the likelihood of success compared to independent operations.Veterans are particularly well-suited for franchising due to their familiarity with standard operating procedures and disciplined approach.Diversifying into multiple franchises or combining different brands can significantly increase wealth potential.Investing in real estate along with a franchise can provide perpetual income through ownership and capital appreciation.There are franchises for nearly every industry, offering opportunities tailored to various interests and backgrounds.Notable Quotes:"Most McDonald's owners aren't flipping burgers, I can assure you." - Ralph Yarusso"You need to be recruiting people... You want to be able to work on it and not necessarily in it." - Ralph Yarusso"You're 80% more likely to fail as an independent operator than you would be as a franchisee." - Ralph Yarusso"I would never [start a business without a franchise model]... I want the supports, the operations, the training, the marketing." - Ralph Yarusso"Veterans make up about 7% of the population in the country, but make up 14% of the population of franchisees in the country." - Ralph Yarusso--------------------------------------------------Contact Ralph onLinkedin: https://www.linkedin.com/in/ralph-yarusso-cfe-cfc-4103a612/Email: Ralph@AtticusFranchiseConsulting.com--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell? The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exit Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other.Watch Here: https://youtu.be/Ww8doNzUEJsAbout the Guest(s): Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity. His career began in a fund-of-funds sector where he managed investments across the Asia Pacific, offering him a diverse understanding of market cycles, politics, and economics. He later joined CSG Partners in the United States to be closer to business owners and offer them unique exit strategies that align with their objectives. At CSG, he specializes in ESOPs, working intimately with clients to quarterback ESOP transactions, including analysis, capital raise, negotiation, and closing across various industries.Episode Summary: In this engaging episode of the How2Exit podcast, host Ronald Skelton invites Michael Bannon to dive deep into the world of Employee Stock Ownership Programs (ESOPs). The conversation is not only a brilliant learning opportunity but also a shareable resource that sheds light on the intricacies of ESOPs.Throughout the episode, Bannon draws from his extensive background in private equity and ESOPs to unravel the concept comprehensively. He explains the attractive tax advantages for selling shareholders, the benefits for employees as new shareholders, and the positive impact of ESOPs on the broader business community. From discussing pathways for funding an ESOP to demystifying the employee experience post-transition, Bannon offers valuable insights into how ESOPs can be an ideal exit strategy for business owners looking to preserve legacy and engage employees in ownership.Key Takeaways:ESOPs serve as a tax-advantaged exit strategy enabling employees to earn shares without direct cost, offering fair market value liquidity for business owners.There's a dual benefit for the sellers and employees; sellers receive immediate or deferred compensation for their equity, while employees get a stake in the business as part of their retirement plan.An ESOP can flexibly fund the purchase of shares through bank loans and seller financing, with significant tax savings effectively covering transaction costs.ESOPs impact the community by keeping the business local, retaining jobs, and allowing profit to stay within the community rather than going to external investors.Post-transaction, the company undergoes annual valuations, informing employees of their share value growth, fostering an ownership mindset that enhances productivity.--------------------------------------------------Contact Michael onLinkedin: https://www.linkedin.com/in/michael-bannon-85b16159/Website: https://www.csgpartners.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exit Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other.Watch Here: https://youtu.be/dgmKbXljveYAbout the Guest(s): Stephen Speer is a seasoned lending expert with a specialization in business acquisitions financing. Bringing with him the wisdom that comes with a long-standing career in finance, as evidenced by his hair color, Speer stands out for focusing on the e-commerce and SaaS spaces over the past decade. His experience culminates in over 500 transactions, racking up a total of over a billion dollars in financing. At present, Stephen is deeply involved with the M&A community and enjoys assisting both groups and individuals in the acquisition of businesses.Summary: Host Ronald Skelton welcomes Stephen Speer, a distinguished expert in the field of business acquisitions and financing. This episode delves deep into the intricate processes and strategies around selling small businesses and acquiring the necessary financing. Stephen Speer's extensive experience in lending, particularly within the realms of e-commerce, SaaS, and small business financing, offers an invaluable discussion for individuals interested in exiting corporate America to run their own business and seasoned investors alike. With a meticulous approach to lending, his company, eCommerce Lending, demonstrates a remarkable loan approval rate, highlighting their success in guiding clients through the complexities of business acquisition. With tailored advice and an insightful exchange, this conversation is a beacon for budding entrepreneurs and acquisition experts navigating the finance landscape.Key Takeaways:Pre-qualification is essential: Prospective buyers should get pre-qualified early on and work with lenders to vet businesses before making offers.Building a solid acquisition team: Equip yourself with the right attorney, lender, and due diligence firm to ensure acquisition success.Understand the timeline: SBA financing typically operates on a 60-day timeline, with other business acquisitions following suit based on buyer readiness.Avoid bad deals: Guided by the wisdom that "bad deals only get worse," Speer advises caution and due diligence in selecting opportunities.Trust specialized lenders: eCommerce and SaaS financing comes with unique challenges that require expertise beyond what standard banking institutions offer.Notable Quotes:"We do a lot of SBA financing, and what sets us apart is that we're very much specialized in doing SBA financing within the online business space.""If we just don't like either the client or the business, we move on to the next. We're not into doing bad loans or working with people that we can't get financed.""We're not in the scratch and dent business. We mostly look at businesses that are growing year over year.""We have had clients in the past say, well, I don't want to hire an attorney. And we're like, we're out."--------------------------------------------------Contact Stephen onLinkedin: https://www.linkedin.com/in/stephenspeer/Website: https://www.ecommercelending.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space. If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exit Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------