Podcasts about Peo

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Best podcasts about Peo

Latest podcast episodes about Peo

SharkPreneur
Episode 1142: Scaling Smarter: How Cognet Solves the Labor Crisis with John Sansoucie

SharkPreneur

Play Episode Listen Later May 5, 2025 16:36


What happens when a CFO with a knack for numbers and a passion for people builds an offshore HR powerhouse from scratch—and grows it to 500 employees without a single cold call? In this episode of Sharkpreneur, Seth Greene speaks with John Sansoucie, founder of CogNet, an offshore HR powerhouse that now boasts over 500 employees and a place on the Inc. 5000 list. John reveals how he assists HR firms in scaling quickly by discreetly managing payroll, benefits, taxes, and accounting behind the scenes—often reducing costs by more than half. Find out how he transformed a labor crisis into a competitive advantage and why some of the industry's leading players now rely on his extended office model. Key Takeaways: → How a turnaround crisis led to a global HR empire. → Why one bold leap during COVID changed everything for CogNet. → The hidden cost most companies ignore when trying to scale. → What it takes to build a 500-person offshore team from scratch. → Why the “extended office” mindset is rewriting the rules of outsourcing.   John Sansoucie launched CogNet in 2004 after waking up in India with a bold vision, backed by 27 years of experience in TPA, HRO, and PEO. He has built and managed multiple global service operations and held senior executive roles at top HR outsourcing firms, including CFO at US Personnel and VP at Advantec. John holds a Finance degree from the University of Missouri and an MBA from the University of South Florida. Connect With John: CogNet Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Eye On Franchising
Scaling Smart with A PEO

Eye On Franchising

Play Episode Listen Later Apr 25, 2025 12:13


Most franchisors don't even know what a PEO is—yet they're missing out on MASSIVE savings, HR support, and protection from liability. In this powerful live episode from the International Franchise Association (IFA) in Las Vegas, I sit down with Kim Hill and Heather West from Infiniti HR, the first and only PEO created specifically for franchising.You'll learn how $17 million was saved for franchisees last year alone, why traditional HR models are outdated for franchises, and how Infiniti HR simplifies operations, slashes costs, and helps scale faster.

Aposto! Altı Otuz
İstanbul'da deprem, Ankara'da barikat | 24 Nisan 2025

Aposto! Altı Otuz

Play Episode Listen Later Apr 24, 2025 9:54


Silivri açıklarında meydana gelen 6,2 büyüklüğündeki deprem İstanbul ve çevre illerden hissedildi. CHP lideri Özel'in beraberindeki vatandaşlar polisin kurduğu barikatı aşarak Valiliğin yasaklama çabalarına rağmen Anıtkabir'e yürüdü. Bu bölüm Datassist hakkında reklam içermektedir. İK tabanlı bordro hizmet sağlayıcısı Datassist, yenilikçi platformu Dakika aracılığıyla bordro outsourcing, profesyonel işveren organizasyonu (PEO) ve bordro SaaS hizmetleri sunuyor. Datassist ile buradan tanışabilirsiniz. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sunny Side Up
Ep. 524 | The Market Speaks: Building GTM with Customer Voice

Sunny Side Up

Play Episode Listen Later Apr 15, 2025 30:09


Episode SummaryIn this episode of OnBase, host Chris Moody and Parth Mukherjee delve into the critical role of customer voices in shaping go-to-market strategies. Parth shares his journey through the tech industry, highlighting his experiences in product marketing and go-to-market strategy across different company stages. He emphasizes the importance of product marketing teams in bringing the customer's perspective into the organization and outlines the five key components of a go-to-market strategy: who, what, why, where, and how. Parth also discusses methods for collecting and analyzing customer data, balancing quantitative and qualitative feedback, and addressing stakeholder resistance. Additionally, he explores emerging marketing trends, the use of AI in marketing, and the challenges of B2B marketing, such as attribution.Key Takeaways:Voice of the Customer is Key: Customer insights are crucial for shaping effective go-to-market strategies.  Five Components of Go-to-Market Strategy: The five key questions to answer are who is the target audience, what are the offerings, why should buyers care, where should we sell, and how do we hit our targets.  Data Collection and Analysis: Utilize a combination of call recording technologies, surveys, customer interviews, and focus groups to gather customer feedback.  Balancing Quant and Qual: Combine quantitative data with qualitative insights to build compelling narratives and make informed decisions.  Addressing Stakeholder Resistance: Use proof and data to overcome internal misconceptions and align stakeholders.  Importance of Timing: Gather customer feedback throughout the product life cycle, starting from the product vision stage.  Emerging Marketing Trends: The importance of buyer self-education, hyper-personalized marketing, prompt engine optimization (PEO), and the convergence of ABM with intent data.Quotes“Product marketing should be the voice of the company in the market—and more importantly, the voice of the market inside the company.”Best Moments 00:07: Parth shares his journey into tech and marketing.  03:30: The importance of customer voices in shaping go-to-market strategy.  04:45: The five components of an effective go-to-market strategy.  07:30: Methods for data collection and analysis.  13:00: How to deal with stakeholder resistance using proof and data.  16:15: The importance of gathering customer feedback throughout the product life cycle.  19:00: Emerging marketing trends for the next five years.  22:30: Use cases of AI in marketing.24:30: The biggest challenge in B2B marketing: attribution. Tech Recommendations⁠Chorus⁠ – Call intelligence for market and product insights.⁠MindTickle⁠ – Deal rooms and enablement for modern B2B sales.⁠Klue⁠ – Competitive intelligence and win-loss analytics.Books:⁠Crossing the Chasm⁠ by Geoffrey Moore⁠Building a StoryBrand⁠ by Donald MillerBlogs & Newsletters:⁠HubSpot Blog⁠⁠Gartner for Go-To-Market Insights⁠⁠Marketing Brew⁠Podcasts:⁠Marketing Over Coffee⁠⁠Product Marketing Life by PMA⁠Shout-outs:⁠Kevin Akeroyd⁠, CEO at Sovos⁠Ann Handley⁠, Chief Content Officer at MarketingProfs⁠Andy Raskin⁠, Strategic Narrative CoachAbout the Guest:Parth Mukherjee is the VP of Product Marketing, Corporate Marketing, and Go-To-Market Strategy at Sovos, a leading tax compliance platform. With over 20 years of experience in tech marketing—including pivotal roles at Adobe, Cognizant, and five high-growth VC-backed startups (four of which successfully exited)—Parth brings deep expertise in scaling companies through every phase of growth.Before joining Sovos, Parth led marketing at Chorus and MindTickle, and continues to apply a data-driven yet deeply human approach to building strategic narratives that resonate with customers and internal stakeholders alike.⁠Connect with Parth⁠.

Super Chats
Calli's 3D Live and More - Super Chats Ep. 112

Super Chats

Play Episode Listen Later Apr 11, 2025 135:22


Check out Carlos' shop! https://otamerch.shop/ Each week we aim to bring together the biggest events in Vtubing and talk about what's been going on. Stop by, hang out, and let's catch up with us! Join this discord : https://discord.gg/wFMcTGHWGJ Follow here for updates: https://twitter.com/SuperChatsPod Shorts over here: https://www.tiktok.com/@superchatspod 00:00:00 Intro 00:03:23 Calli's 3D Live Arcana 00:16:07 Ironmouse DnD Charity 00:28:06 Unavoidable Tariff Discussion 00:41:57 News Bits 00:42:08 Utano Pandora Concert Coming Soon 00:43:13 We Love VAllure 00:48:39 Alicja on Short Break 00:51:11 Cera's Family Medical Issues 00:51:45 Holo ID 1 Getting New Outfits 00:54:01 Riki, Cersea, and Poko Got Monetization Back 00:55:27 Koa's Getting a Visual Update 00:59:16 Mint Did and Interview with Business Insider 01:00:22 Hina's Back 01:01:19 Phase Academy Starts Now 01:04:40 Phoenix Down 01:10:52 Music 01:11:01 Flare's MV for Twilight Ray 01:17:14 Okayu's MV for Gazania 01:18:42 HoloID MV for Juara Khatulistiwa 01:20:20 Suisei and Toko covered Overdose 01:21:27 Advent covered Ai wo Torimodose 01:24:28 Kiara and La+ covered Fake Heart 01:27:13 Hina's cover of Phony 01:28:34 Pippa and Tenma covered It's a Wondful Cat Life 01:29:38 Peo covered Can't Help Falling in Love 01:30:43 Michiru, Iori, and Nasa covered Loveit? 01:34:21 Favorite Stream Moments 01:34:30 Armis 3D Collab Freakshow 01:42:19 Haachama Meme Review 01:49:22 Pippa's Genshin Experience 01:52:19 Miwa Played Roblox 01:53:37 Other Minor Mentions 01:55:10 Alicja ASMR + Nick Roundup 01:59:59 Doki Bao and Snuffy 02:04:34 Pippa Eve Online 02:10:00 Ushio Ebi Edging 02:11:04 Final Comments and Birthdays

HR{preneur}
Partnering with a PEO to support your small business

HR{preneur}

Play Episode Listen Later Apr 7, 2025 14:00 Transcription Available


Have you ever considered partnering with a Professional Employer Organization (PEO) to support your business? Hear from Dr. Carmen Armstrong, ADP TotalSource Client Relations Executive, and Dena Grammas, ADP Totalsource HR Business Partner, as they discuss PEOs, and how small businesses can benefit from them. Listen in as we cover: [01:09] What is a PEO? [01:34] Why would a small business consider a PEO? [02:35] How does a PEO solve for small business challenges? [03:08] What is an HR Business Partner? [05:10] How HR Business Partners help clients with challenges [06:29] How PEOs help clients navigate complexity [08:38] The PEO specialists that support clients [09:46] How a client's employees benefit from a PEO [10:49] Defining success as an HRBP [12:06] Evaluating if your business is right for a PEO This content is based on generally accepted HR practices, is advisory in nature, and does not constitute legal advice or other professional services. ADP does not warrant or guarantee the accuracy, reliability, and completeness of the content. Employers are encouraged to consult with legal counsel for advice regarding their organization's compliance with applicable laws. This content is current as of the published date.  Copyright © 2025 ADP, Inc. All Rights Reserved. The ADP logo, ADP, RUN Powered by ADP, and HR{preneur} are registered trademarks of ADP, Inc. and its affiliates. All other marks are the property of their respective owners.  Privacy at ADP

Aposto! Altı Otuz
CHP Kurultayı, Trump protestoları | 7 Nisan 2025

Aposto! Altı Otuz

Play Episode Listen Later Apr 7, 2025 13:11


CHP'nin olağanüstü kurultayında Özgür Özel yeniden seçilirken erken seçim talebi yinelendi. ABD Başkanı Donald Trump'ın politikaları ülkenin 50 eyaletinin yanı sıra Kanada, Meksika ve Avrupa başkentlerinde protesto edildi. Bu bölüm Datassist hakkında reklam içermektedir. Regülasyon teknolojileri şirketi olan Datassist, Türkiye'nin dinamik firmalarına bordro outsourcing, profesyonel işveren organizasyonu (PEO) ve bordro SaaS hizmetleri sunuyor. Datassist ile buradan tanışabilirsiniz. Learn more about your ad choices. Visit megaphone.fm/adchoices

Radiofabriken
98. Peo Thyrén

Radiofabriken

Play Episode Listen Later Mar 29, 2025 60:48


Han har ägnat sitt liv åt musiken och att skriva låtar, men hur var det att bli stämplad som föredetting redan som tonåring? Hör Peo berätta hur man bevisar sig i musikbranschen, om hur dödsfallen i Noice påverkat musiken, om när han blev tvåa i Melodifestivalen med bandet BIG och om hans största hit: Dansa i neon. Vi pratar också om hans arbete med Army of Lovers, den hajpade jullåten som aldrig blev den hit alla trodde, hur det är att vara på turné som 60+ och inte minst har Peo fått välja ut sina 5 största ögonblick från sin långa karriär. Hosted on Acast. See acast.com/privacy for more information.

Super Chats
Bringing Soup to Carlos - Super Chats Ep. 109

Super Chats

Play Episode Listen Later Mar 21, 2025 51:29


Check out Carlos' shop! https://otamerch.shop/ Each week we aim to bring together the biggest events in Vtubing and talk about what's been going on. Stop by, hang out, and let's catch up with us! Join this discord : https://discord.gg/wFMcTGHWGJ Follow here for updates: https://twitter.com/SuperChatsPod Shorts over here: https://www.tiktok.com/@superchatspod 00:00:00 Intro 00:04:13 What's up with V&U? 00:09:56 Globie Terms 00:22:10 Soup 00:23:33 Shion's Graduating 00:26:37 HoloFES 00:31:06 Kaela's Getting a Redebut 00:32:08 New Hololive Mobile Game 00:32:59 GB and Ruze are 3D 00:33:26 Roca Posted 00:35:01 PixelLink Graduations Happened 00:36:23 Peo hit 100K 00:36:33 Mercy Raised $32k 00:36:48 Hina tweeted 00:37:12 Grimmi Joined Mythic 00:37:51 Calli has 2 New Music Videos 00:39:19 Ina's New Song Temari 00:39:58 Bae's New Song Beast 00:40:19 Irys' New Song Diamon Girlfriend 00:40:41 Polka's New Songs 00:41:15 Nene's New MV Love Receive and Send 00:41:26 Towa's New Video My Abyss 00:41:33 Flow Glow's New MV 24K Gold 00:44:36 Anya's new Music Video for Chronic 00:44:44 FuwaMoco's New Cover Crescent Moon 00:45:21 Miori Celesta Covered Monitoring 00:45:30 Chio Covered Like a Dream 00:45:58 Rin's Weird Sponsor Offer 00:46:45 Gay Chicken 00:47:55 Ala's Cursed Gremlin Models 00:48:47 Thanks for Tuning In!

RIMScast
A Brand New Day with RIMS President Kristen Peed

RIMScast

Play Episode Listen Later Mar 11, 2025 32:13


Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Our guest, Kristen Peed, is the Chief Risk Officer of Sequoia, and RIMS 2025 President. Kristen was recently promoted to Chief Risk Officer. She tells about that role and how it differs from her other risk roles.   Kristen speaks of a few of the risks to organizations today. She shares two stories of mentorship from her past and her efforts to provide mentorship today. Kristen shares thoughts about the evolving role of the risk manager and her pathway to the C-Suite for a seat at the table. She discusses the legislative summit, the topic of third-party-funded litigation, and the need for transparency and regulation.   Justin and Kristen discuss how every day is a brand new day for RIMS, what will be celebrated at RISKWORLD 2025, and a couple of new RIMS initiatives you can expect to learn about there. Kristen shares her gratitude to all the RIMS volunteers who make her job as 2025 president possible.   Listen for Kristen's career advancement advice and her final suggestion for growth. Key Takeaways: [:01] About RIMS and RIMScast. [:14] Public registration is open for RISKWORLD 2025! Engage Today and Embrace Tomorrow with RIMS at RISKWORLD from May 4th through May 7th in Chicago, Illinois. Register at RIMS.org/RISKWORLD and the link in this episode's show notes. [:31] About this episode of RIMScast. We will be joined by RIMS President Kristen Peed. [:48] RIMS-CRMP Workshops! The next workshop will be March 19th and 20th. Register by March 12th. As part of our continuing strategic partnership with Purima, we have a two-day course coming up on April 22nd and 23rd. [1:03] Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:10] Virtual Workshops! On March 26th, Pat Saporito will host “Generative AI for Risk Management”. [1:18] On April 16th and 17th, Chris Hansen will lead “Managing Worker Compensation, Employer's Liability, and Employment Practices in the U.S.”. [1:31] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:40] RISKWORLD registration is open. Engage Today and Embrace Tomorrow, May 4th through 7th in Chicago. Register at RIMS.org/RISKWORLD. Also, remember there will be lots of pre-conference workshops being held in Chicago just ahead of RISKWORLD. [1:57] These courses include “Applying and Integrating ERM,” “Captives as an Alternate Risk Financing Technique,” “Contractual Risk Transfer,” “Fundamentals of Insurance,” “Fundamentals of Risk Management,” RIMS-CRMP Exam Prep, and more! Links are in the show notes. [2:17] Our guest today is the Chief Risk Officer at Sequoia and the RIMS 2025 President, Kristen Peed. We're going to talk about her risk management career journey, what it took for her to ascend to the level of Chief Risk Officer, and what that means for her organization. [2:38] We will also talk about the power of mentorship, networking, and what's in store for us at RISKWORLD 2025 and throughout the year as we celebrate the 75th anniversary of RIMS. [2:50] Interview! RIMS 2025 President, Kristen Peed, welcome to RIMScast! [3:07] This is Kristen's eighth year on the RIMS Board. It's been an amazing journey! Most of her best friends are RIMS staff members or RIMS members, all over the globe. RIMS is a huge part of her life! Justin joined RIMS almost eight years ago. They have known each other for years. [3:33] Justin shares a memory with Kristen in Halifax. Kristen took part in an impromptu presentation, in the role of a petulant child. [4:06] Kristen wears sneakers; she has branded herself as the sneaker queen. She has stopped counting how many pairs of sneakers she has. [4:34] This year is the 75th anniversary of RIMS. There is a big RISKWORLD in May; its theme is Engage Today and Embrace Tomorrow with RIMS. [4:54] Kristen Peed was recently promoted to Chief Risk Officer of Sequoia. Sequoia has ambitious growth goals, which is one of the reasons Kristen joined it. In her new role, Kristen has oversight of all corporate risks. [5:27] These include enterprise risks, IT risks, security risks, property & casualty risks, and E&O risks. It's overarching. [5:46] Kristen sees there has been a slow transition for risk managers in general, from a transactional, procurement role to a strategic role, where they see opportunities with risk. Where they see places where they can offer value and insight. [6:07] Sequoia is a client-based company. Clients are reaching out to Kristen for help dealing with deep-fake interviews. Kristen looked to the RIMS Board of Directors and Cherise Papadopolo, RIMS VP of DEI, People, & Culture, and got some helpful HR information. [6:48] Kristen was able to provide strategic advice to a Sequoia client's Chief People Officer. It's a perfect example of how RIMS helps risk managers to be viewed as strategic. The RIMS community is part of the reason Kristen was able to take on the role of Chief Risk Officer. [7:13] The role is something Kristen has been preparing for ever since she started as a risk analyst. Every step has been more of a strategic and leadership role rather than being in the weeds doing stuff. The Chief Risk Officer helps navigate and chart the map for the “captain.” [7:55] Kristen's career advancement came both from having a plan and from being seen for her hard work. She has learned to ask for things more. She was fortunate to have some success early in her career and capitalized on it. A new boss provided amazing mentorship for Kristen. [8:41] She asked, “What's the next role for Kristen?” Kristen realized she would like to be considered for a Chief Risk Officer role. Kristen's boss understood her value and wanted to make sure she felt appreciated. Six months later, Kristen was offered the role if she wanted to take it. [9:45] Part of it is making your leadership aware that these titles exist, showing your value, and asking for it. [10:05] One of Kristen's early successes at Sequoia involved using her RIMS network to put together a presentation on using surplus funds from the captive PEO insurer to fuel additional risk management activities. Leadership was excited and Kristen implemented it right away. [11:03] Another success was the consolidation of insurance programs. Sequoia had grown quickly and had renewal dates in different places. Kristen showed her market savvy and leveraged her relationships with carriers to bring down some initial premium costs. [12:00] Kristen says that putting the C-level title on a risk officer differentiates it. When she partners with the CISO or the Chief Data Officer, they are on equal footing. The C-level carries more weight. It also helps carriers in the marketplace see her as being in company leadership. [12:42] When Kristen meets with underwriters and carriers, they have a greater sense of comfort knowing she has a seat at the table and understands the direction of the company and how to mitigate against risk before it hits insurance. [13:01] Plug Time! RIMS Webinars! On March 13th, our friends from Global Risk Consultants will return to discuss “How to Make Your Property Insurance Submission AI-Ready”. [13:15] On Wednesday, March 26th at 2:00 p.m. Eastern Time, members of the RIMS Strategic and Enterprise Risk Management Council will extend the dialog that began in the recent RIMS Executive Report “Understanding Interconnected Risks”. [13:30] On Thursday, March 27th, Descartes Underwriting will make its RIMS Webinar debut with a session about parametric insurance. On April 3rd, join Zurich for “Understanding Third-Party Litigation Funding”. [13:43] On April 10th, Audit Board will present, “What CISOs Want Risk Executives to Know About Cyber Risk in 2025”. [13:51] Following the success of their recent webinar, HUB International returns for the next installment of their Ready for Tomorrow Series, “From Defense to Prevention: Strengthening Your Liability Risk Management Approach”. That session will be on April 17th. [14:07] On April 24th, RiskConnect returns to deliver “Better Together: The Marriage of Insurable Risk and Business Continuity”. [14:40] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [14:26] Let's Return to Our Interview with RIMS 2025 President Kristen Peed! [14:37] As a follow-up to the RIMScast episode with Mark Prysock on RIMS's legislative priorities, Kristen talks about third-party-funded litigation. It affects risk managers, carriers, and brokers because of premium pricing. [15:06] It's necessary to have transparency around third-party-funded litigation and eliminate the ability of foreign entities to fund and profit from it. The concern is around nuclear verdicts that are detrimental to the industry as a whole. [15:39] Nuclear verdicts will impact pricing, not only for that one company but for all risk managers. These verdicts are not sustainable. We need transparency. We want Congress to act upon this. We can all get behind this. Kristen doesn't think this is a partisan issue. [15:58] Being able to partner with our carriers and brokers to have a strong message on the Hill is critical to the success and continuation of our industry. [16:08] Time and money are finite resources. There is no bottomless pit of money. [16:30] Kristen will soon be going to Capitol Hill with fellow risk practitioners for the RIMS Legislative Summit. [16:43] Kristen got involved in legislative advocacy after getting a mailer for the Legislative Summit. She attended and met the staff, including Robert Cartwright. She saw It was an amazing platform for risk managers to have their voices heard by the people they elect. [17:17] The RIMS Legislative Summit is one of Kristen's favorite annual events. It can be so impactful to the community as a whole. It will be March 19th and 20th. This is your last chance to register for it. Prepare for the trip to D.C. [17:54] March is Women's History Month. Kristen says she was lucky to have some key female leaders placed in her life at critical moments, that helped her down this path. [18:15] At CBIZ, Nancy Mallard was the GC for CBIZ's Benefits and Insurance Division. She was the first female chair of the CIAB (The Council). Kristen saw Nancy's leadership throughout the years in the industry. Kristen used her great example to figure out how to get involved at RIMS. [19:15] Kristen's new boss, Kathy Ross, is amazing. She's been a great advocate for Kristen and it has been awesome to learn from her how to elevate her leadership skills. Kristen feels blessed to have had these two impactful women in her life. [19:47] Sequoia's culture is paramount to its people. One of its service commandments is “Be of extraordinary value to others.” Sequoia's mission is “Coming through for others that put their trust in us.” Kristen takes these values to heart, whether in mentoring or calling on the phone.  [20:39] Kristen looks at how she can help create career paths for people and develop them, at Sequoia and in the risk community, as well. Kristen brings together interns and “externs” from other companies and stays in touch with them. She always asks them to pay the help forward. [21:35] Plug Time! Kristen Peed was a board member of the Spencer Educational Foundation. [21:41] The Spencer Educational Foundation's goal to help build a talent pipeline of risk management and insurance professionals is achieved in part by its collaboration with risk management and insurance educators across the U.S. and Canada. [21:59] Since 2010, Spencer has awarded over $3.3 million in general grants to support over 130 student-centered experiential learning initiatives at universities and RMI non-profits. [22:13] Spencer's 2026 application process will open on May 1st, 2025, and close on July 30th, 2025. General Grant awardees are typically notified at the end of October. Learn more about Spencer's General Grants through the Programs tab of SpencerEd.org. [22:31] Spencer has several events lined up before and during RISKWORLD 2025. On May 3rd, there's the Spencer-CNA Pickle Ball Social, on May 4th, the Spencer-Gallagher Golf Tournament, on May 5th, the Spencer Soiree, and on May 6th, the Spencer-Sedgwick 5K Fun Run. [22:51] You can register for or sponsor any of these through the links on this page or by visiting SpencerEd.org/riskworld2025. [23:00] The Conclusion of My Interview with RIMS 2025 President, Kristen Peed! [23:27] Kristen's theme for her presidency is Brand New Day. Every day is a brand new day of risks. Every day, new risks are popping up. Whether AI, advancements in cyber threats, wildfires, or climate change, everything is changing. [24:12] It's a brand new day for risk managers. We have to be more nimble and strategic. That means it's a brand new day for RIMS. It's about how RIMS is going to support us in this moment and also as we move into the future, making sure we stay relevant for the next 75 years and on. [24:41] A new track, Alternative Risk Transfer, highly focused on captives, is being presented at RISKWORLD 2025. This is something risk managers have been asking to learn more about. It's part of the strategic conversation; how do you start to offer value back to your company? [25:09] How do you more strategically look at risk from a long-term perspective? That dovetails with Enterprise Risk Management. RIMS ERM content is relevant and has evolved over time. Captives will continue to be a value-generating part of the profession. [26:06] The 75th anniversary of RIMS is special for Kristen because it shows that RIMS has come so far. This year, RIMS is launching the RIMS Foundation to create opportunities for early-career students. That's the critical time to help them stay in the profession. [26:47] The RIMS Foundation will provide them with opportunities for growth, learning, and networking. This is a graying industry. We need to attract the next generation of talent to the industry and fill the pipeline with lots of people to backfill when current risk professionals retire. [27:21] Also in 2025, RIMS has a brand new Texas regional conference from August 4th through the 6th, on the San Antonio River Walk. People are reaching out to Kristen to submit sessions. It's exciting to see all the buzz around that conference. [28:35] Kristen's concludes: “Never quit learning. In my role, I've been doing this for two-plus decades, but I learn something new every day. When I took the RIMS-CRMP, I learned even more. It's the only risk management credential accredited by ANSI. Go and get your RIMS-CRMP.” [28:56] “It is one of the best educational opportunities you will have to demonstrate your proficiency and excellence and show your senior leadership team that you have the skills to elevate and provide strategic direction to your company.” [29:18] Justin notes that later this year, you can look for a RIMS-CRMP story, featuring RIMS 2025 President Kristen Peed. [29:23] Kristen, it is such a pleasure to see you! I'm so happy that you're our president this year and I'm happy for your continued success. I look forward to being able to celebrate with you in May at RISKWORLD 2025! [29:35] Kristen says she is honored to lead RIMS this year but it wouldn't be possible without all the other volunteer risk professionals around the world, all our chapter leaders, all committee members, and all our council volunteers. [29:53] Kristen wants to thank everybody who donates their time and energy to making RIMS so relevant and future-thinking. I could not do what I do without your support. [30:10] Special thanks again to RIMS 2025 President, Kristen Peed. Be sure to catch her at RISKWORLD 2025. She will have a presence on the main stage and during many of the ceremonies. Be sure to register for RISKWORLD 2025 at RIMS.org/riskworld. [30:23] More RIMS Plugs! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [30:48] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [31:05] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [31:21] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [31:35] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [31:48] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [31:54] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Mentioned in this Episode: RISKWORLD 2025 — May 4‒7 | Register today! RIMS Legislative Summit — March 19‒20, 2025 Nominations for the Donald M. Stuart Award [Canada] Spencer Educational Foundation — General Grants 2026 — Application Dates Spencer's RISKWORLD Events — Register or Sponsor! RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Leadership Corner — Featuring Kristen Peed RIMS Webinars: RIMS.org/Webinars “How to Make Your Property Insurance Submission AI-Ready” | Sponsored by Global Risk Consultants, a TÜV SÜD Company | March 13, 2025 “Understanding Interconnected Risks” | Presented by RIMS and the Strategic and Enterprise Risk Management Council | March 26, 2025 “Parametric Insurance and Climate Risk: An Innovative Tool for CAT Risk Management” | Sponsored by Descartes Underwriting | March 27, 2025 “Understanding Third-Party Litigation Funding” | Sponsored by Zurich | April 3, 2025 “What CISOs Want Risk Executives to Know About Cyber Risk in 2025” | Sponsored by Auditboard | April 10, 2025 “Ready for Tomorrow? From Defense to Prevention: Strengthening Your Liability Risk Management Approach” | Sponsored by Hub International | April 17, 2025 “Better Together: The Marriage of Insurable Risk and Business Continuity” | Sponsored by Riskonnect | April 24, 2025   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP | March 19‒20 | Register by March 12 RIMS-CRMP Exam Prep with PARIMA | April 22‒23 Full RIMS-CRMP Prep Course Schedule   Upcoming Virtual Workshops: “Generative AI for Risk Management” | March 26 | Instructor: Pat Saporito “Managing Worker Compensation, Employer's Liability and Employment Practices in the U.S.” | April 16‒17 | Instructor: Chris Hansen See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Kicking off 2025 with RIMS CEO Gary LaBranche” “RIMS Legislative Priorities in 2025 with Mark Prysock” “(Re)Humanizing Leadership in Risk Management with Holly Ransom” (RISKWORLD Keynote) “Risk and Relatability with Rachel DeAlto, RISKWORLD Keynote” “Risk and Leadership Patterns with Super Bowl Champion Ryan Harris” (RISKWORLD Keynote)   Sponsored RIMScast Episodes: “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS Vice President Manny Padilla!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Kristen Peed, Chief Risk Officer at Sequoia and the RIMS 2025 President   Production and engineering provided by Podfly.  

Don't Waste the Chaos
Is a PEO the Right Choice for Your Business

Don't Waste the Chaos

Play Episode Listen Later Mar 4, 2025 28:39


In this episode of Don't Waste the Chaos, we tackle one of the most critical decisions for small and mid-sized business owners: Should you outsource HR through a Professional Employer Organization (PEO) or keep it in-house? With nearly 15% of U.S. small businesses using PEOs and companies that outsource HR seeing an average 27% savings on HR-related costs, it's no wonder this is such a popular option. But is it right for your business? Join host Kerri M. Roberts as she breaks down the pros and cons of each approach. From understanding cost implications and compliance risks to assessing how much control you need over your HR strategy, this episode is packed with practical insights and real-life examples to help you make an informed decision. Whether you're a growing startup, a construction company, or a healthcare organization, you'll walk away with a clearer idea of what HR structure fits your business goals. Tune in to hear: What a PEO is and how it differs from managing HR in-house The key factors to consider when choosing between a PEO and internal HR: cost, compliance, and control The business profiles that benefit most from using a PEO and those that are better off keeping HR in-house Real-world examples of how cost-benefit analyses can help guide this decision Resources mentioned: At Salt & Light Advisors, we use Beanstalk Benefits for our team—and I can tell you firsthand, it's been a game changer. Beanstalk makes it easy to offer personalized, high-impact benefits that keep employees happy and engaged. From comprehensive packages to creative wellness options, they help companies grow strong teams from the inside out. I personally find this to be a perfect option for my listeners that have less than 50 employees, because they offer non-traditional and far more cost-effective options for employee benefits that set you apart from your competition. Learn more at dontwastethechaos.com/beanstalk. Let's face it—terminating an employee is never easy. But with the right support, it doesn't have to be overwhelming. Salt & Light Advisors is your trusted partner in navigating difficult employee transitions with compassion, compliance, and confidence. Whether it's a layoff or a performance-related termination, our team will guide you every step of the way to ensure a smooth process. When it's time to make the tough calls or if you need help even deciding if you should, go to dontwastethechaos.com/termination for support. Join our weekly newsletter: HR and Operations insights for business professionals: https://www.saltandlightadvisors.com/contact Women looking to expand professionally and personally: https://www.saltandlightforwomen.com/contact Connect on IG: https://www.instagram.com/saltandlightadvisors https://www.instagram.com/saltandlightforwomen https://www.instagram.com/dontwastethechaos Check out Don't Waste the Chaos on YouTube: https://youtu.be/Ikyi0-jxcAI?si=7eR8I6YZll-lYI7i Visit our website: www.dontwastethechaos.com Don't Waste the Chaos, Embrace It!

2 Låtar 1 Kändis
Peo Thyrén

2 Låtar 1 Kändis

Play Episode Listen Later Feb 25, 2025 76:49


På med hörlurarna och luta er tillbaks när programledare Anders Näslund åker till Växjö för att möta en tonårsidol ifrån kultbandet Noice, det blir självklart mycket nostalgi men även om bandet Noice från 1975 tills idag som nu är ute på en stor jubileumsshow runt om i Sverige och spelar för fullsatta hus. Självklart blir det som vanligt mycket annat där Peo bjuder såväl en del allvar som festliga händelser. God Lyssning!Support till showen http://supporter.acast.com/2latar. Hosted on Acast. See acast.com/privacy for more information.

Homebuyer Talk Radio
Episode 268 l What Business Owners Should Know About PEOs

Homebuyer Talk Radio

Play Episode Listen Later Feb 24, 2025 57:07


Bradley Stroud, CEO of StroudLink, explains how Professional Employer Organizations (PEOs) help businesses streamline payroll, reduce HR burdens, and access cost-effective benefits, highlighting how his brokerage matches companies with the right PEO solutions to lower costs, manage risks, and improve employee support. Show Guest: Bradley Stroud StroudLink www.stroudlink.com (210) 887-2148 #SanAntonioBusinessPodcast #SanAntonioBusiness #SanAntonio ▶ Subscribe to our YouTube Channel: https://goo.gl/dzqVGV Host: ✅ Marc Ebinger

Acquiring Minds
How to Survive Buying into a Terrible Industry

Acquiring Minds

Play Episode Listen Later Jan 23, 2025 123:37


Register for the webinar:  •Legal Preparation for Your Search - Thu Jan 30 - https://bit.ly/3CbswuPMonths into his ownership, Ayo Phillips realized his industry was fatally flawed. He survived and 5 years later, exited.Topics in Ayo's interview:Acquiring with funding from a family officeBuying a declining business in a competitive industryUnethical practices within his industryBeing honest about your motivation to buy a businessLosing 19 employees who became competitorsTreating his business like a startupPivoting from countertops to drivewaysThe toll the business took on his familySuccessfully exiting the businessHis 16 Commandments of SearchReferences and how to contact Ayo:The 16 Commandments of Acquisition EntrepreneurshipLinkedInTwitterOperators CoachTwitter threadLP First CapitalThomas InceGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterCredits:Edited by Anton RohozovProduced by Pam Cameron

DevZen Podcast
Душное бамбушное бомбление и Java — Episode 487

DevZen Podcast

Play Episode Listen Later Jan 21, 2025 146:28


В этом выпуске: горим с Bambu Lab, обсуждаем кофе без кофеина и PEO-столики, механические проблемы в Creality Enter 3 v3 SE / KE, изменения в OpenJDK за последние несколько лет, а также темы наших слушателей. Шоуноты: [00:01:38] Чему мы научились за неделю The Decaf Project fish-shell 4.0b1, now in Rust [00:25:52] Bambu Lab Authorization Control… Читать далее →

Hospitality Hangout
Driving Savings and Simplifying Operations

Hospitality Hangout

Play Episode Listen Later Jan 21, 2025 27:47


Mike provides insight into Foodbuy's $32 billion in purchasing power and its mission to level the playing field for independent and multi-unit operators alike. He highlights how Foodbuy's technology-driven approach helps operators unlock cost savings, streamline purchasing, and improve their bottom line.Key Takeaways:• Customized Solutions: Foodbuy's programs are opt-in, allowing businesses to tailor solutions to their unique needs.• Tech-Driven Savings: From auditing line items to catching price discrepancies, Foodbuy's platform ensures operators get the best deals while maintaining transparency.• Supporting Independents: Mike emphasizes Foodbuy's commitment to helping small operators achieve big buying power, likening it to a GPO that acts as a PEO for purchasing.• Rebates Made Simple: Foodbuy ensures rebates are earned and applied seamlessly, eliminating the frustration of chasing payments.Hot Takes: From the value of a free membership to the scalability of Foodbuy's solutions, Mike showcases how the organization empowers operators to thrive in a margin-tight industry.

Authentic Business Adventures Podcast
Business Secrets of a Long Time CPA

Authentic Business Adventures Podcast

Play Episode Listen Later Jan 17, 2025


Mike Kollath - Palladium Tax Advisory CPA On the Help Entrepreneurs Need: "Quite frankly, compliance, while it's necessary, isn't where you actually can help someone." You may not know Mike yet, but you need to.  Mike helps businesses with tax strategy and he illustrates his journey and a few tax tips in this interview. Mike's stories, from his first venture into the online retail world with a used children's clothing store to the eventual establishment of a successful CPA firm with over 45 employees and $5 million in revenue take you through his education, saving you the time.  Through the highs and lows of entrepreneurship, emphasizing the importance of tax planning, strategic growth, and adapting to market demands. Mike discusses key takeaways from his business endeavors, his strategic approach to tax advisory services, and how he leverages his expertise to help clients save money and optimize their business operations. Listen as Mike explains how to position yourself as a business owner, to make sure you keep as much of your money as is legal. Enjoy! Visit Mike at: https://www.palladiumcpa.com/     Podcast Overview: 04:59 Starting a Business Journey 08:19 Growing Pains in Small Teams 12:33 Partnership Growth and Process Implementation 14:45 Private Equity Inquiries Surge 16:30 Origin of Banana VoIP Venture 21:07 Genesis of Sustainable HR PEO 22:50 PEO & HR Tech Services 27:58 Growth Sparked by New Leadership 29:03 Private Equity Growth Factors 32:56 Pandemic Surge in Call Service Interest 37:39 "Excited for New Startup Phase" Podcast Transcription: Mike Kollath [00:00:00]: I call them churn and burn chops, where they're just cranking out as many 10 forties and Yeah. On business returns as they can. But that's the problem. Right? If you have all these returns you gotta get done, you don't have time to do the other stuff that's actually valuable to the client. Right. Quite frankly, compliance, while it's necessary, isn't where you actually can help someone. James [00:00:25]: You have found Authentic Business Adventures, the business program that brings you the struggles, stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found at DrawInCustomers.com. And today, we're welcoming, slash preparing to learn, from Mike Kollath, and I'd love to list all the companies you got going on, Mike, but I think it's better The you do. So first, we got the Palladium. Mike Kollath [00:00:50]: Yep. Palladium Tax Advisory. Alright. A new CPA firm that I started about 3 months ago. James [00:00:57]: Oh, nice. Mike Kollath [00:00:58]: The there's Sustainable HR PEO James [00:01:00]: Alright. Mike Kollath [00:01:00]: Which is a professional employer organization, which we can talk about later. Sustainable HR recruiting, which we just started to do, basically headhunting. And then we have BananaVoIP, which is a VoIP company. James [00:01:13]: Nice. Alright. So So perfect for Mike Kollath [00:01:16]: a for James [00:01:17]: a show about entrepreneurs and all that jazz. Mike Kollath [00:01:19]: Certainly. James [00:01:20]: So let's talk about let's just go Book. First time you started your business, which business was the first one? Mike Kollath [00:01:25]: Okay. So The first one was a small, used clothing children's store. James [00:01:32]: Used. On mine. Children's clothing. Mike Kollath [00:01:34]: Used children's clothing. Yes. Alright. James [00:01:35]: Tell me about that. Mike Kollath [00:01:36]: On mine. So we bought that company, my ex wife and I did. Okay. So we got lots of, children's clothes in the Kademan. And so we're just doing it online. And then eventually, I figured out it's really hard to make money selling children's clothes online. And it's a pain in the butt to ship and do all that fun stuff. James [00:01:56]:

Acquiring Minds
How to Buy a $13m Business with No PG, No Investors

Acquiring Minds

Play Episode Listen Later Jan 13, 2025 87:32


Sale-leaseback and asset-based lending enabled Carlo Santelli to acquire and own 100% of a $3.5m EBITDA manufacturer.Topics in Carlo's interview:Applying 3x to Columbia before getting inLeaving a finance career to buy a businessWhy he only buys proprietary, not through brokersMaintaining deal momentum when a seller is very busyThe power of asset-based lendingThe power of a successful sale leasebackBeing comfortable learning as you goHow he thinks about riskClosing on 4 businesses this yearHis ambitious goal for next yearReferences and how to contact Carlo:LinkedIncarlo.santelli@gmail.comCortina Capital PartnersGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Bullseye: Buying a $1m SDE Business in a Hot Industry

Acquiring Minds

Play Episode Listen Later Jan 9, 2025 114:33


Pete Ciaverilla bought a $12m HVAC business, then grew earnings 50% in 3 years. His timing couldn't have been better.Topics in Peter's interview:Combining households with his parents while searchingUsing a buy-side advisorFunding less than 5% of the deal himselfTransitioning the seller's family out of the businessBuying a company with 65 employees, $12M in revenueAdvantages of buying a bigger companyBalancing commercial and residential HVACImpact of seasonality on revenueWhy private equity likes HVACFeeling comfortable with taking on a large loanReferences and how to contact Peter:LinkedInTwitterLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
First-Timer Buys 8-Figure Business 4 Hours Away

Acquiring Minds

Play Episode Listen Later Dec 30, 2024 91:10


Nick Molina on how he found, acquired, & plans to manage a 275-employee business in Minneapolis from his home in Miami.Topics in Nick's interview:Taking his first company public in 1998His unwillingness to retireThe tremendous cost of start-upsWhich state he won't do business inBuying a business he doesn't have to operateImportance of listening in salesLiving in Miami while owning a business in MinneapolisWhat makes a good property management businessUsing a loan broker Appeal of keeping a business in his familyReferences and how to contact Nick:LinkedInTwitternick@endangeredinvestments.comEndangered InvestmentsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
How to Buy Franchise Businesses, Then Sell to PE

Acquiring Minds

Play Episode Listen Later Dec 26, 2024 70:36


After buying then exiting a 12-unit franchise portfolio, Alicia Miller became expert on how to attract private equity.Topics in Alicia's interview:Leaving her corporate career to buy a franchiseAcquiring a portfolio of Sylvan Learning CentersTurning around unprofitable locationsHer tips for negotiating an acquisitionHow private equity has impacted franchisingAcquiring existing franchise locations vs. de novo developmentWhich brands attract private equity and whyNew brands that are disrupting their industriesWhy Subway has value despite closing locationsHow emerging franchise brands change as they growReferences and how to contact Alicia:LinkedInBig Money In Franchising by Alicia MillerGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Adjusting to Life in a Nocturnal Business (with $525k SDE)

Acquiring Minds

Play Episode Listen Later Dec 16, 2024 95:19


Tom & Dawson Matter bought a vent cleaning business operating out of a parking lot. The transition has been interesting.Topics in Tom and Dawson's interview:Teaming up to acquire Pro Duct CleaningThe nocturnal, detailed, messy nature of the workTom keeping his W-2 while Dawson runs operationsMaintaining a 42% marginLearning to deal with angry customersUpgrading the equipment and facilitiesHiring Dawson's wife to help with operationsSwitching from Google Calendar to a real CRMTrouble communicating with employeesChasing down payment from clientsReferences and how to contact Tom and Dawson:Pro Duct Cleaninginfo@pdcleaning.comDan Tagliatela on Acquiring Minds: Reward for a Brutal Transition: $760k EBITDA on 3 Hours/WeekGeorge Vallone on Acquiring Minds: When Buying Small Goes Right (3x Growth)Get a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
First Acquisition in March, $200m by Year End

Acquiring Minds

Play Episode Listen Later Dec 9, 2024 104:26


Register for the webinar:Where Searchers Go Wrong, Part 2 - Thu Dec 12 - https://bit.ly/4igqBVQJordan Dubin and his partners are rolling up a home services industry. They blew by their 5-year goal in the first year.Topics in Jordan's interview:Partnering with his 2 friendsHand writing 200 letters to potential sellersBuilding a platform of garage door businessesMaintaining local brandsWhy private equity hasn't picked over the industry yetHow they chose the garage door marketBuilding trust through honestyHitting $20 million EBITDA in the first yearBeachhead and tuck-in strategiesThe role of timing in acquisition successReferences and how to contact Jordan:LinkedInGuild Garage GroupGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Buying in a Huge but Overlooked Market

Acquiring Minds

Play Episode Listen Later Dec 5, 2024 80:43


Register for the webinar:Where Searchers Go Wrong, Part 2 - Thu Dec 12 - https://bit.ly/41ivxUlFragmentation & an enormous TAM drew Jonathon Tupper to buy a 30-year-old business in the asset-based lending industry.Topics in Jonathon's interview:Moving from politics to investment managementImportance of liquidityFactoring: a form of asset-based lendingWhat kinds of businesses benefit from factoringBuying a factoring businessAcquiring without an SBA loanPaying 2x EBITDACompeting with banks and other lendersRunning a Houston business from Southern CaliforniaChallenge of hiring good employeesReferences and how to contact Jonathon:LinkedInJobe Services Inc.jonathont@jsifactoring.com Get a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Micro-Acquiring to $300k SDE on 5 Hours Per Week

Acquiring Minds

Play Episode Listen Later Nov 27, 2024 86:33


Link Moser built a nearly-passive business portfolio by acquiring tiny web design & hosting shops on favorable terms.Topics in Link's interview:Learning to build websites in the 90'sStarting a web design/hosting businessSending out letters to target businessesAcquiring other digital marketing agencies nearbyIntegrating the businesses he boughtCustomer attrition rates during transitionGetting bored with passive incomeConsidering buying a traditional, non-digital business Willingness to sell his own businessPros and cons of remote workReferences and how to contact Link:LinkedInWindhill DesignGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Buying Blue Collar (But Automated & Asset Light)

Acquiring Minds

Play Episode Listen Later Nov 21, 2024 79:16


Register for the webinars:  • Understanding the Waterfall - Thu Nov 21 - https://bit.ly/4ftXfl8Carley Mitus bought a home inspection business doing $380k SDE that runs leans & requires only 10 hours per week.Topics in Carley's interview:Her goal to retire at 35Partnering to do a search (maybe too quickly)Building relationships with brokersBuying a home inspection businessRocky transition to ownershipTaking existing clients to dinner (25+ times)Getting referrals from real estate officesHow they keep great inspectorsTricky relationship with the sellerEarning the respect of their older colleaguesReferences and how to contact Carley:InstagramInsight Home Inspection ServicesGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
How to Become an Independent Sponsor

Acquiring Minds

Play Episode Listen Later Nov 14, 2024 103:19


Register for the webinars: Where Searchers Go Wrong - Thu Nov 14 - https://bit.ly/3O0im2aLegal Office Hours: Understanding the Waterfall - Thu Nov 21 - https://bit.ly/3O3zqo2Sam Rosati & partners built the Sunbelt's largest commercial fencing contractor in 3 years. But the origins were modest.Topics in Sam's interview:His background in accounting and lawBeing inspired by Chenmark and Brent BeshoreAcquiring Alpha Dumpsters with his brotherBirth of SMBashOrigin story of SMB LawHow an independent sponsor differs from a self-funded searcherInvesting in a commercial fencing businessThe role of luck in successAcquiring and consolidating fence businesses Partnering with private equityReferences and how to contact Sam:LinkedInTwitterSMBootcampChandler Reed on Acquiring Minds: Boom, Bust, Boom: Buying a Whiplash BusinessJohn Hubbard on Acquiring Minds: Why Buy a Small Manufacturing Business? and Time to Sell? Growing EBITDA from $750k to $2m Get a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Buying a Job to Build a Business

Acquiring Minds

Play Episode Listen Later Nov 7, 2024 76:03


When he realized he was willing to do the work himself, Matthew Railla bought a $500k SDE termite inspection business.Topics in Matt's interview:His family's culture of entrepreneurshipHis background running a wineryBecoming a business brokerBuying his own listingBuying a tough-to-sell business Getting an SBA loan using the new partial buyout rulesCrawling under houses himself to learn the tradeSeller agreeing to teach him for 2 yearsThe 3 branches of pest controlHis plan to expand the businessReferences and how to contact Matt:LinkedInmatt@toptermiteco.comhttps://www.toptermiteco.comLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Phoenix Business Radio
Helping Businesses Thrive: Venture Employer Solutions' Unique Approach to HR

Phoenix Business Radio

Play Episode Listen Later Nov 4, 2024


Helping Businesses Thrive: Venture Employer Solutions' Unique Approach to HR In this episode of Phoenix Business Radio, Karen Nowicki chats with Walter Sabrin and Brandon Caltabiano from Vensure Employer Solutions, discussing the company’s expansion into Arizona with a new Chandler office that embodies their hands-on, in-office work philosophy. Walter highlights how this fosters collaboration and […] The post Helping Businesses Thrive: Venture Employer Solutions' Unique Approach to HR appeared first on Business RadioX ®.

Acquiring Minds
Buying a Business to Build a Life

Acquiring Minds

Play Episode Listen Later Oct 31, 2024 86:50


Register for the webinar: How to Run a 2-Year Search in 2 Months - Nov 1 - https://bit.ly/48sjkh9Seattle-based Dan Drake & his wife wanted to raise their kids in Bend, Oregon. Buying a business allowed them to do it.Topics in Dan's interview:His search in Bend, OregonUnderstanding negotiation tacticsBundling the real estate with the businessHis seller-financed dealRenegotiating after sales dipped 20%Pros and cons of having experienced staffExplaining balloon paymentsGiving back to Central OregonMeeting with top customers to understand their needsImproving inventory management and websiteReferences and how to contact Dan:LinkedInIndustrial Applied ElectricNegotiate Without Fear by Dr. Victoria MedvecGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Small SDE, Big Upside: Buying a Business with 5 Employees

Acquiring Minds

Play Episode Listen Later Oct 21, 2024 83:14


Register for the webinars:Cap Tables 101: How Capital Structure Works When Buying a Business - Thu Oct 24 - https://bit.ly/4dR5CWqHow to Run a 2-Year Search in 2 Months - Friday Nov 1 - https://bit.ly/4dQifknKristiana Laugen left tech to buy a 40-year-old pool business with $300k SDE. Fast growth from a small base is the plan.Topics in Kristiana's interview:Her career working for start-upsHer desire to “eat what she kills”Finding a business sooner than expectedAcquiring a commercial pool maintenance/repair businessHow commercial pool maintenance differs from residentialQuickly firing all but one technicianMaking changes in the first 90 daysSeller retained 5% equityUsing an app for routing efficiencyThe numbers game of hiringReferences and how to contact Kristiana:LinkedInklaugen119@gmail.comTwitterRD Pools, Spas & FountainsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Super Chats
Millionaire Doggos and a Zombie Rebirth - Super Chats Ep. 88

Super Chats

Play Episode Listen Later Oct 18, 2024 132:45


Donate to help kids here! https://www.extra-life.org/team/slapdash Oh hey there. Hope you're doing well. Welcome to this week's podcast! Hope you're ready for a bunch of cool events and fun streams!  Each week we aim to bring together the biggest events in Vtubing and talk about what's been going on. Stop by, hang out, and let's catch up with us! Join this discord : https://discord.gg/wFMcTGHWGJ Follow here for updates: https://twitter.com/SuperChatsPod Shorts over here: https://www.tiktok.com/@superchatspod 00:00:00 Intro 00:03:16 Idol EN Gen3 Arriving Soon! 00:04:07 Riki Poppet 00:07:38 Daisy Dandelion 00:08:39 Cersea Soulstorm 00:10:40 Yena Youngblood 00:15:26 Hololive 7 Days to Die 00:25:49 Fuwamoco 1 Million Celebration 00:30:47 Kureiji Ollie 3D Live 00:39:06 Kaminari Clara 50K 00:43:54 Cereal Rant 00:45:46 Stronny's Donothon 00:50:02 Alicja's Halloween Secret 00:50:45 Cereal Rant Part 2 00:52:52 Henya (VShojo) Returns! 00:55:44 Hikanari Hina (Phase Connect) is Returning 00:56:34 Laplus Hiatus 00:57:03 Phase Connect Auditions Update 00:58:25 Matara's Anniversary and Big News 01:00:25 Ninomae Ina'nis Situation 01:02:13 Takanashi Kiara's TikTok 01:02:55 Shiori's HoloEN3DRepeat 01:03:44 Ririka's Hologra Debut 01:04:27 Koseki Bijou is Moving 01:06:12 Bonnie Barkswell Noticed Us 01:09:50 GXAura Has Returned 01:11:54 Himemori Luna Luknight the Protector 01:13:03 Ollie new song History 01:14:19 Runie Ruse new song AposTASTY 01:16:05 Marine's Album is Out Now 01:17:52 Hajime and Raden Matryoshka 01:19:40 Suisei and Kuzuha covered Work 01:21:13 Terra (V4Mirai) covered Bad Guy 01:23:07 Clara (Phase Connect) The Last Unicorn 01:25:08 Taring and Vilhelm I want to Live 01:26:28 Peo covered Taisetsu 01:28:27 Holo Promise Anniversary 01:37:31 3 Years of Mooms 01:42:30 Haachama's Unarchived Karaoke 01:44:02 Murder at the Phaseance 01:47:53 Shiina played Silent Hill 2 01:50:33 Marker 42 01:51:38 Pippa Pebblesworth's Pumpkins! 01:52:06 Poma Yapped 01:52:21 Tomoe Played Eldin Ring 01:52:32 ASMR Parade 01:55:01 Kiara's Holobags 01:57:04 Dr. Nova(e)'s Yappin 01:57:34 Nerissa's Powerwashing 01:58:05 Mint's Interesting Book 01:59:34 Peo's New Outfit Stream 02:04:36 Randon's DnD Series 02:09:14 Community and Shilling 02:11:41 Birfdays

Acquiring Minds
Leaving Amazon to Buy a $3m Apparel Brand

Acquiring Minds

Play Episode Listen Later Oct 17, 2024 113:50


Register for the webinar:Cap Tables 101: How Capital Structure Works When Buying a Business - Thu Oct 24 - https://bit.ly/3zTykbcTech industry vet Eric Bauer wanted to build something for himself. Buying a hat brand across the country was the path.Topics in Eric's interview:Skills he acquired during 10 years at AmazonMoving from Seattle to Alabama to buy a businessRed flags in business listingsComparing BizBuySell and Axial for business searchAcquiring a hat distributorSolving problems with hat sizingLearning how to motivate his staffHiring difficultiesInventory management complexitiesSelf-confidence as a business ownerReferences and how to contact Eric:eric@turnerhat.comLinkedInGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Super Chats
Eating Jerky While the World Explodes - Super Chats Ep. 87

Super Chats

Play Episode Listen Later Oct 11, 2024 141:27


This week we managed to catch some news while the podcast was being recorded. Unfortunately, it wasn't great news as Production Kawaii has announced they're disbanding. We had some raw reactions this week. We also ate some beef jerky. That aside, we cover everything we can from Mint having a birthday, Pandora releasing a cover, Grimmi dropping more hot sauce on us, Kiara's 3D Live, Nene Amano's 3D Live, and Bri's new debut! Let's talk about it! Each week we aim to bring together the biggest events in Vtubing and talk about what's been going on. Stop by, hang out, and let's catch up with us! Join this discord : https://discord.gg/wFMcTGHWGJ Follow here for updates: https://twitter.com/SuperChatsPod Shorts over here: https://www.tiktok.com/@superchatspod 00:00:00 Intro 00:03:58 Production Kawaii (Part 1) 00:08:25 Kiara's Mirage 3D Live 00:18:52 Nene Amano's 3D Live 00:24:46 24 Hour Karaoke Relay 00:32:42 Briatcookiebox's New Model 00:40:18 Twitch's Changes 00:57:56 Kronii Hit a Milli! 00:58:52 New Gura Merch 01:00:49 Yagoo Did an Interview 01:06:12 Aqua is...still signing merch 01:07:45 Peo's 2 Year Anniversary 01:08:28 Idol Corp (finally) Shipping Merch 01:13:59 Grimmi's Back to Sauce Bossin 01:16:21 51 Vtuber ASMR Parade 01:21:16 Fuwamoco's Big Collab 01:23:12 Hololive X Round 1 Collab Starting 01:26:41 Miko's MV for Cherry Message 01:27:34 Biboo's Prism no Mahou 01:28:47 Nene Amano's Original I Love You 01:29:28 Production Kawaii (Part 2) 01:42:49 Polka Covered Bling-Bang-Bang-Born 01:45:53 Ina and Bae's cover of Bling-Bang-Bang-Born 01:46:48 Sora's cover of Children Records 01:47:43 Airi's cover of Odo 01:48:21 Kanna's cover of Still Counting 01:49:19 Fuyo's cover of Konton Boogie 01:50:34 Pandora's cover of Dec 01:56:43 Shiori and Biboo Reviewed Gyatts 02:00:49 Cici and Mooms Played Halo Reach 02:03:27 Shibi played Slay the Princess 02:04:48 Uruka was a Worm for a bit 02:06:47 Lyco's Toothpaste Tier List 02:10:03 Lyco also played Skyrim 02:10:53 Marker 35 02:14:08 Eva's Low-poly 3D 02:15:17 Community and Shilling 02:19:48 Birfdays

Acquiring Minds
The Model for a 3-Way, Long-Term Holdco

Acquiring Minds

Play Episode Listen Later Oct 7, 2024 72:18


Register for the webinars:Which Business Should You Buy? - Thu Oct 10 - https://bit.ly/47TzaBcMarc Nzojibwami and 2 partners bought a business in Calgary, with a plan to keep buying (and without investor capital).Topics in Marc's interview:Early attempts at launching companies in universityAcquiring with 2 partnersTheir plan to build a holdco togetherAcquiring a 40 year old sign shopFinancing their deal in CanadaNegotiating purchase price and seller noteOne change they made immediatelyGrowing EBITDA 30% the first yearChallenges and benefits of partnershipsSearching full-time for his next acquisitionReferences and how to contact Marc:LinkedInmarc@auxano.caABL Imaging GroupGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or email hello@systemsix.com and mention Acquiring MindsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

The Paychex Business Series Podcast with Gene Marks - Coronavirus
How Professional Employer Organizations (PEOs) Are Supporting Employees and Businesses

The Paychex Business Series Podcast with Gene Marks - Coronavirus

Play Episode Listen Later Oct 1, 2024 25:30


How do successful small businesses focus on growth while also juggling changing regulations, employee wellbeing, and all that HR paperwork? They enlist a professional employer organization (PEO). Join host Gene Marks as he sits down with Tami Tillery, Senior Manager, PEO Employee Benefits at Paychex, to discuss how PEOs can transform your HR operations, providing a one-stop solution for payroll, benefits, compliance, and more. Tami also answers burning questions from entrepreneurs like you and shares expert insights on creating a happier, healthier workplace. Plus, learn about the surprising perks of employee assistance programs, including everything from legal support to dinner party planning. Check out Tami's webinar, Proven Techniques for Building a Happier, Healthier Team, here: https://bit.ly/3N6U721   Topics include: 00:00 – Episode preview and welcome 00:56 – Introduction of guest, Tami Tillery 01:38 – Explaining what a PEO is 02:48 – Benefits of using a PEO 03:55 – Compliance and administrative support 05:41 – Overview of Tami's employee wellbeing webinar 06:11 – Addressing mental health issues 09:17 – Techniques for happier employees 10:54 – Monitoring employee wellbeing 13:51 – Communicating employee benefits 17:26 – Overview of EAPs 18:47 – Personal examples of EAP usage 21:04 – EAP services offered by Paychex 23:01 – Importance of EAP benefits 23:45 – Wrap up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Acquiring Minds
Turning Around a Blue Collar Business in Decline

Acquiring Minds

Play Episode Listen Later Sep 30, 2024 100:25


George Tibil & Keith Fields bought a $1.1m janitorial business with falling revenues. 9 months later, sales are up 60%.Topics in George and Keith's interview:Their dissatisfaction with the corporate ladderCalling on Acquiring Minds guests for search adviceAcquiring a ServiceMaster Clean franchise locationWhat changed their minds about franchisesFiring their first employee before taking ownershipCleaning all night when business was understaffedManaging an immigrant-heavy workforceTurning the culture around40% growth without outbound salesPower of good partnershipsReferences and how to contact George and Keith:ServiceMaster Clean BuffaloGeorge Tibil LinkedInGeorge Tibil TwitterKeith Fields on LinkedInGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
The Appeal of Franchise Buying: $1m EBITDA in 2 Years

Acquiring Minds

Play Episode Listen Later Sep 23, 2024 116:03


Register for the webinars:Legal Office Hours (Deal Structure & Its Tax Implications) - Thu Sept 26 - https://bit.ly/4grubvDHow to Hire an Operator to Replace Yourself - Fri Sept 27 - https://bit.ly/3zgUbJrCorey Robinson bought 4 locations in the legacy franchise Batteries Plus. He quickly bought 8 more, growing to $10m/yr.Topics in Corey interview:Leaving the security of his corporate jobWhat he likes about Batteries PlusBuying an expansion location for $100k cashChanging the culture at one locationRemotely managing Texan teams from IowaAn HVAC acquisition that went poorlyWhat he learned about making big changesOperating an independent business compared to a franchiseThe toll it took to spread himself over multiple industriesHis current role as an investor in small business acquisitionsReferences and how to contact Corey:Webinar cited in the intro: How (and Why) to Choose a Franchise as an Acquisition EntrepreneurLinkedInInstagramBatteries PlusBrian Beers Acquiring Minds interviewWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
One Year Into a Garage Door Business with $350k SDE

Acquiring Minds

Play Episode Listen Later Sep 19, 2024 78:34


Register for the webinars:Due Diligence Office Hours - Thu Sept 19 - https://bit.ly/3B2oF29How Much to Budget for a Self-Funded Search - Fri Sept 20 - https://bit.ly/4e4FWpVLegal Office Hours (Deal Structure & Its Tax Implications) - Thu Sept 26 - https://bit.ly/4emLEn1How to Hire an Operator to Replace Yourself - Fri Sept 27 - https://bit.ly/3ZrbCl1It was a revelation when Brittney Orellano heard about buying businesses. 6 months later, she'd done it herself.Topics in Brittney's interview:Running a property management business while acquiringWinning over the employees after transitionUnexpected costs of maintaining equipmentCashflow problems led to layoffs in off-seasonGetting used to project-based revenuePutting an extra out-of-pocket $30k into the businessUsing local service ads on Google through slow seasonBeing inspired by Codie Sanchez and Tommy MelloComparing startups with acquired businessesOwning and operating a business with her husbandReferences and how to contact Brittney:LinkedInbrittney@rcgdg.comTommy MelloCodie SanchezLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Building a Portfolio of Nostalgia Restaurants

Acquiring Minds

Play Episode Listen Later Sep 9, 2024 91:08


Register here for the webinar, How Big a Business Should You Buy?https://bit.ly/4cSC6isTopics in Jackson's interview:Fulfilling his dream of living on the beachTransitioning from real estate to restaurantsBuying a nostalgic restaurant with his friendUnique aspects of owning a business in a tourist townCashflow advantage in restaurantsLack of competition for acquiring restaurantsFinding and installing an experienced operatorEvaluating a restaurant's potentialAcquiring a second restaurant with 4 locationsInvesting in equipment and technology that increases salesReferences and how to contact Jackson:Cowboy GroupJackson Speaks TwitterJackson Speak's LinkedInPizza by the SeaCowgirl KitchenGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
White-Collar Sisters Buy a Blue-Collar Business

Acquiring Minds

Play Episode Listen Later Sep 5, 2024 79:15


Register here for the webinar, How Big a Business Should You Buy?https://bit.ly/4dPunmCWithout backgrounds in business, Julie & Janna Hottinger have grown the $2.1m trades business they bought last year 50%.Topics in Julie and Janna's interview:Being warned away from the asphalt industrySisters who bought a construction businessHow the seller worked to ease the transitionAcquiring with no prior business experienceSlowly taking the all-paper business digitalCash flow challenges as a subcontractorBuilding trust with the existing teamGrowing revenue by hiring more employeesHow Covid affected commercial business spacesWhy industry trends aren't always accurateReferences and how to contact Julie and Janna:Janna's LinkedInJanna TwitterJulie's LinkedInJulie Twitterjanna@signature-woodworking.comjulie@signature-woodworking.comSignature WoodworkingGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Exited but Tired: 5 Years in a Hard Business

Acquiring Minds

Play Episode Listen Later Aug 29, 2024 93:53


Register here for the webinar, Legal Office Hours: Common Legal Diligence Issueshttps://bit.ly/4dWmPxVAfter 5 years of owning a scale business, Matt Bauer & Chris Hartman were burning out. Fortunately they'd created value.Topics in Matt and Chris's interview:Two military buddies bought a scale businessDemanding grind of the industryDownside of providing a mission-critical serviceBuilding a sales team to grow the businessChallenges in training techniciansAttempting to acquire a competitorDoubling earnings in 5 yearsDeciding it was time to sellTheir 8-figure exitInvesting in a port-a-potty startupReferences and how to contact Matt and Chris:Matt Bauer LinkedInChris Hartman LinkedInChris Hartman Twitter12 South Capital Partners----- SPONSORS -----Get a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund Team----- Connect with Acquiring Minds -----See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
5 Businesses Acquired with a Long-Term Hold Model

Acquiring Minds

Play Episode Listen Later Aug 19, 2024 96:44


Register here for the webinar, Legal Office Hours: Common Legal Diligence Issueshttps://bit.ly/46OH4LNRyan Sullivan's group is buying businesses with investor capital, SBA loans & operating partners — but it's not a fund.Topics in Ryan's interview:“Moneyball approach” to buying businessesMaking a career change at 48Why it's hard to find a good businessBuying and holding manufacturing businessesOperating a holdco with 5 partnersGenerating returns from cash flows, not exitsHow soon to make changes (and exceptions)What he loves about having partnersFunding deals one at a timeMoving a business and retaining 100% of staffReferences and how to contact Ryan:LinkedInNorth Park GroupGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
SBA Lender Roundtable: State of the Market

Acquiring Minds

Play Episode Listen Later Aug 15, 2024 80:35


3 top players in SBA lending to the searcher ecosystem discuss what they're seeing in the market as of summer 2024.Topics in SBA Lender Roundtable:Role of personal guarantee in SBA loanWhy valuations remain highRising amount of equity in dealsHow to find the right lenderIndustries: what's hot, what's notFinancing for fast-growth businessesIncrease in forgivable seller notesMore re-trading in recent yearsImportance of buyer-seller trustSBA rule changes and their impactReferences and how to contact panelists:Lisa Forrest LinkedInLisa Forrest TwitterLisa's weekly office hours on Wednesdays & ThursdaysMatt Dolsky LinkedInBrad Hettich LinkedInSmithlist is a job board for leadership roles at small businesses. If you're not ready to buy a business but want to lead one:Smithlist - Operate & Lead a BusinessGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
After 4 Years of Part-Time Searching, Success

Acquiring Minds

Play Episode Listen Later Aug 8, 2024 73:33


Will Gano was rewarded for his persistence & vision when he bought an 8-figure, 125-year-old ingredients manufacturer.Topics in Will Gano's interview:Getting experience in the food industryDoing outreach while working full timeHiring a buy-side broker to search for himGoing through years of “search purgatory”Writing a personal letter with his LOIBuying a food ingredient manufacturerThe upside of losing a major client before the transactionImportance of food safetyJumping through hoops for licensingInfluence from his late grandfatherReferences and how to contact Will Gano:LinkedInBear StewartCalder CapitalWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRSmithlist is a job board for leadership roles at small businesses. If you're not ready to buy a business but want to lead one:Smithlist - Operate & Lead a BusinessConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
White Collar Roll-Up from $700k to $12m

Acquiring Minds

Play Episode Listen Later Jul 29, 2024 106:37


Jordan Evans left tech & bought a tiny, decades-old language services business. 6 years later, revenue is 17x larger.Topics in Jordan's interview:Acquiring his parents' language services businessSpending 2 years preparing the dealOverpaying for a 180k SDE businessDoubling the businesses through organic growthPros and cons of seller notes“We're buying a bucket of people and problems”Bolting on language companies as a growth strategyHow fast they integrate newly acquired businessesOpportunities for white-collar rollupsGrowing from 4 to 42 employeesReferences and how to contact Jordan:LinkedInTwitterLanguage NetworkSimple Numbers, Straight Talk, Big Profits!: 4 Keys to Unlock Your Business Potential by Greg CrabtreeGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamSmithlist is a job board for leadership roles at small businesses. If you're not ready to buy a business but want to lead one:Smithlist - Operate & Lead a BusinessConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
The Scrappy Path of a One-Man Holdco

Acquiring Minds

Play Episode Listen Later Jul 22, 2024 103:59


Register for the webinar:How (and Why) to Choose a Franchise as an Acquisition Entrepreneur - https://bit.ly/3WwZqNRWhen Dustin Carreon reached a ceiling in his first small business, he used the profits to start buying other businesses.Topics in Dustin's interview:Growing up in his parents' scrapping businessInheriting and growing Freelance ElectronicsLearning the most from a difficult acquisitionTiming and luck mattersKey person risk in small-staff businessesHis mistake of expanding before establishing expectationsCross-training employees as part of his holdco visionAn investor attitude compared with an entrepreneur attitudeBuilding a holdco without a college educationChallenge of writing down processesReferences and how to contact Dustin:LinkedInTwitterCOI HoldingsSmithlist is a job board for leadership roles at small businesses. If you're not ready to buy a business but want to lead one:Smithlist - Operate & Lead a BusinessGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Building a $10m EBITDA Leader in a Fragmented Space

Acquiring Minds

Play Episode Listen Later Jul 15, 2024 84:54


Register for the webinars:Search Investor Roundtable: State of the Market - https://bit.ly/4cCMyuZOvercoming Common Deal Sticking Points - https://bit.ly/3LkCpr3How (and Why) to Choose a Franchise as an Acquisition Entrepreneur - https://bit.ly/4f2hCGcNick Haschka & Dillan Ferguson are 5 months and 2 acquisitions into a roll-up targeting $50-60m revenue in 5 years.Topics in Nick and Dillan interview:How Nick and Dillan met on TwitterThe future of reliance on generatorsServing both residential and commercial customersSeparating the business into service and installation teamsDoubling the number of employeesAtmospheric river caused a crisis 3 weeks after acquisitionBeing a leader is different than being an employerDeveloping their own softwareWhere they find their techniciansComparing the risk of an asset purchase and a stock purchaseReferences and how to contact Nick and Dillan:Nick Haschka TwitterNick Haschka LinkedInDillan Ferguson TwitterDillan Ferguson LinkedInOnPoint GeneratorsGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
Buy as Search Fund, Keep as Long-Term Owner

Acquiring Minds

Play Episode Listen Later Jul 8, 2024 110:35


Register for the webinars:SBA Lender Roundtable: State of the Market - https://bit.ly/4eTZ8YnDue Diligence Office Hours - https://bit.ly/3WbAs6hSearch Investor Roundtable: State of the Market - https://bit.ly/4eVYDxcPurchase Agreement Fights: How to Avoid (or Win) Them - https://bit.ly/4bwcgQxBy doubling a $3m EBITDA business Juan Aguilar bought with traditional search fund terms, he is able to hold it forever.Topics in Juan's interview:Huge challenge of buying a business in Central AmericaBuying a door manufacturer in GuatemalaImplementing EOSMoving his focus from “how” to “who”Raising prices 25%Focusing on service, quality, and volumeFinding a CEO to replace himHaving a liquidity event without exiting the businessTransitioning towards a permanent capital modelPlan for a holdcoReferences and how to contact Juan:LinkedInPaltus CapitalGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Acquiring Minds
It Really Happened: 100% Financing for an $8m Business

Acquiring Minds

Play Episode Listen Later Jul 4, 2024 97:26


Register for the webinars:Thu July 11 - SBA Lender Roundtable: State of the Market - https://bit.ly/4eJqUXBFri July 12 - Due Diligence Office Hours - https://bit.ly/3VPQf9pWe caution against thinking you can find it: 100% seller financing. But Renan Cortez did — and on a sizable business.Topics in Renan's interview:His background as an Army medicLearning about acquisition via Codie SanchezUsing a virtual assistant to search for a businessNegotiating a 100% seller noteFeeling motivated by philanthropySpending too much money too fast after transitionGetting a bridge loan to make payrollRebranding the restoration companyRaising capital for growthHis large roll-up visionReferences and how to contact Renan:LinkedInTwitterSyndicate Building SolutionsSyndicate Venture GroupGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HRGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamSmithlist is a new job board for leadership roles at small businesses. If you're not ready to buy a business but want to lead one:Smithlist - Operate & Lead a BusinessConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter