What I learned: Posts

Each of these articles are a summary of the concepts I leaned during the interviews.
Nov. 4, 2024

Unlock the Secrets Behind Business Valuations: What Every Owner Needs to Know Before Selling

E254: Unlock the Secrets Behind Business Valuations: What Every Owner Needs to Know Before Selling - Watch Here About the Guest(s): Gregory Caruso is a seasoned business valuator with over 40 years of experience. Holding both a JD and CPA, Grego…

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Oct. 28, 2024

How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts

E252: How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts - Watch Here About the Guest(s): Issac Qureshi: Issac Qureshi is the founder and owner of Bauer, a mergers and acquisitions (M\&A) firm speciali…

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Oct. 26, 2024

How Branden Coluccio Turned Failure into MILLION-DOLLAR Success

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. With a rich b…

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Oct. 21, 2024

From $3M to $11M in 3 Years: Nikolas Hulewsky's Entrepreneurial Secrets Revealed!

E251: From $3M to $11M in 3 Years: Nikolas Hulewsky's Entrepreneurial Secrets Revealed! - Watch Here About the Guest(s): Nicholas Hulewsky is a seasoned entrepreneur and investor with a rich background in healthcare and mergers and acquisitions.…

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Oct. 21, 2024

Building a Digital Empire: Michael Swigunski’s Journey from Digital Nomad to SaaS Entrepreneur

E250: Building a Digital Empire: Michael Swigunski’s Journey from Digital Nomad to SaaS Entrepreneur - Watch Here About the Guest(s): Michael Swigunski is a global entrepreneur, author, TEDx speaker, and digital nomad. Having been an early…

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Oct. 14, 2024

Rich Hall's Proven Strategies to MAXIMIZE Your Business Exit

E249: Rich Hall's Proven Strategies to MAXIMIZE Your Business Exit - Watch Here About the Guest(s): Rich Hall is a seasoned Certified Exit Planning Advisor (CEPA) and author of "The Exit Planning Journey." He has a robust background in leading b…

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Oct. 14, 2024

Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals…

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Oct. 13, 2024

Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure

E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M\&A) professional with extensive experience spanning multiple industries and tr…

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Oct. 7, 2024

Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. With a background in …

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Sept. 29, 2024

Why California is the Perfect Place for Industrial Rollups and Business Growth

E245: Why California is the Perfect Place for Industrial Rollups and Business Growth - Watch Here About the Guest(s): Jules Brenner is a dynamic entrepreneur and the founder of Industrial Succession, a company specializing in the acquisition and…

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Sept. 22, 2024

Exit Strategy 2.0: Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling

E244: Exit Strategy 2.0: Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enha…

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Sept. 15, 2024

Why SBA Loans Are Key to Small Business Acquisitions – Ray Drew Tells All

E243: Why SBA Loans Are Key to Small Business Acquisitions – Ray Drew Tells All - Watch Here About the Guest(s): Ray Drew is a distinguished SBA lender with a career spanning over a decade. Beginning his journey at the young age of 22, Ray…

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Sept. 9, 2024

The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Fina…

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Sept. 2, 2024

Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets

E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill: Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. Hailing from Sco…

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Aug. 26, 2024

Build, Scale, Exit: This is How Jeff Durso Did It. From .com to Inc 500

E240: Build, Scale, Exit: This is How Jeff Durso Did It. From .com to Inc 500 - Watch Here About the Guest(s): Jeff Durso is a seasoned entrepreneur and startup veteran who has successfully founded and exited multiple companies. Graduating durin…

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Aug. 19, 2024

The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale

E239: The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale - Watch Here About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning. With a …

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Aug. 12, 2024

Overcoming Setbacks: How Landon Mance Mastered Industrial Service Business Acquisitions

E238: Overcoming Setbacks: How Landon Mance Mastered Industrial Service Business Acquisitions - Watch Here About the Guest(s): Landon Mance: Landon Mance is the co-founder of Backbone Planning Partners and a seasoned acquisition entrepreneur. He…

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Aug. 12, 2024

AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the…

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Aug. 5, 2024

Buying a Flat Pack Business: Challenges, Triumphs, and Lessons Learned in Acquiring a Business

E236: Buying a Flat Pack Business: Challenges, Triumphs, and Lessons Learned in Acquiring a Business - Watch Here About the Guest(s): Mark Moodley: Mark resides in Australia and has been deeply involved in small business operations, buying and s…

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July 29, 2024

Customer Focus: The Key to Transforming a Struggling HOA Company into a Success Story

E235: Customer Focus: The Key to Transforming a Struggling HOA Company into a Success Story - Watch Here About the Guest(s): Brian Shields is a seasoned acquisition entrepreneur with over 15 years of experience in investment banking, private equ…

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July 29, 2024

Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage …

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July 22, 2024

How to Effectively Source Deals in the Mergers and Acquisitions Space

E233: Guide to Sourcing Deals and Increasing Deal Flow for Business Acquisitions with Expert Tips - Watch Here About the Guest(s): Conner Young\ Conner Young is the co-founder of Kairo Data, a company that focuses on helping investors and search…

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July 22, 2024

Building and Scaling a Hold Co: Nate Ginsburg’s Journey from E-Commerce to Global Logistics

E232: Building and Scaling a Hold Co: Nate Ginsburg’s Journey from E-Commerce to Global Holdco - Watch Here About the Guest(s): Nate Ginsburg is a seasoned entrepreneur with an impressive track record of building and acquiring businesses. …

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July 15, 2024

Inside the Acquisition Process: How Reg Zeller Scaled CaneKast to a Multi-Foundry Empire

E231: Inside the Acquisition Process: How Reg Zeller Scaled CaneKast to a Multi-Foundry Empire - Watch Here  About the Guest(s): Reg Zeller is the CEO and founder of CaneKast, a company specializing in non-ferrous foundries, primarily deali…

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