Episodes
Nov. 30, 2022
How2Exit Episode 74: Orrin Klopper - CEO and Co-Founder of Netsurit.
Co-founded Netsurit over 24 years ago during the lead-up to Y2K. At the time, organizations were being ripped off by IT companies and paying a fortune for the technology they did not need. My partners and I saw an opportunity to provide managed...
Nov. 25, 2022
How2Exit Episode 73: Ahmie Baum - Founder and CEO of Interchange Capital Partners.
Ahmie is the founder and CEO of Interchange Capital Partners - a family business that has honed a comprehensive and collaborative process over its 40 years of practice in financial services and is dedicated to helping clients and their families build...
Nov. 23, 2022
How2Exit Episode 72: Michael Frankel - Founder and Managing Partner of Trajectory Capital.
Michael Frankel has held c-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy and Corporate Venture leader who has driven disruptive...
Nov. 18, 2022
How2Exit Episode 71: Chris Von Bogdandy - 20+ years experience in M&A and M&A Integration Expert.
Chris has 20+ yrs. Experience in M&A and has been involved in over 50 transactions in various roles, including establishing and managing the Integration Management Office and leading individual integration tracks, such as IT, sales and finance. He has...
Nov. 16, 2022
How2Exit Episode 70: Nate Ginsburg - CEO of Centurica, Investor and Online Entrepreneur.
CEO of Centurica, the premium provider of buy-side due diligence services for online acquisitions. 10 + years online entrepreneur, investor and Yogi.
Centurica, works with a large range of individual investors, funds and PE firms to help them:...
Nov. 11, 2022
How2Exit Episode 69: Kevin Lawrence - Author and Strategic CEO Coach and Advisor.
CEOs typically place their first call to Coach Kevin with a crisis to solve. They stay because of his business acumen and no-holds-barred, tell-it-like-it-is style. Kevin’s career spans 30 years, over a dozen countries and four continents. He’s worked...
Nov. 9, 2022
How2Exit Episode 68: Darius Ross - The "Wyatt Earp" of Small Business Investments.
Darius Ross hails from the old days before Acquisition Entrepreneurship became in vogue, from the days of the go-go 80's...during a time period where leverage buyouts and M&A's were the hot topic. 35 years later, he is now focusing on LBO's and...
Nov. 4, 2022
How2Exit Episode 67: Daniel Sweet - Managing Partner of Sweetview Partners.
Daniel Sweet is a 27-year technology industry veteran who decided life was more interesting buying and improving s businesses. Now the Managing Partner of Sweetview Partners, he leads a team in the buying and growing of small, Texas-based BtoB...
Nov. 2, 2022
How2Exit Episode 66: Dan Cremons - CEO, Investor, Operating Partner, Author and Advisor.
Dan is a former private equity investor and executive who has been involved in dozens of acquisitions of small/mid-sized companies. He has the unique experience of having seen M&A from a different vantage point - as an investor, and operating partner,...
Oct. 26, 2022
How2Exit: Mentor Mini-Series Episode 8 - Roland Frasier - Investor, Business Mentor and Strategist.
Roland Frasier is an investor and business strategist with over 1,000 acquisitions and exits completed for himself and his clients. His current portfolio includes real estate, restaurants, business and home services, events, eLearning, e-commerce,...
Oct. 19, 2022
How2Exit Episode 65: Yury Byalik - Head of Strategy and Acquisitions at Onfolio.com
Yury is a seasoned marketer with over 15 years of experience driving growth for businesses. He brings a deep understanding of growth marketing, deal sourcing, evaluation and due diligence to the Onfolio team. Yury is a sought-after speaker on...
Oct. 12, 2022
How2Exit Episode 64: Scott Whitt - President & General Manager of Triad Clinical Trials.
Healthcare executive with 30+ year of management experience. Healthcare Leader and Entrepreneur | ex-IQVIA | ex-Deloitte | ex-United Healthcare | ex-Aetna.
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Contact Scott on
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Oct. 5, 2022
How2Exit Episode 63: Lisa Forrest - Co-Director of Sponsor Finance and Search Fund Lender.
She is a 30-year + banking industry veteran with expertise in both SBA and Conventional lending products focused on the unique needs of lower middle market businesses. In this capacity, she focuses on Searchfund acquirers of privately held, lower...
Sept. 28, 2022
How2Exit Episode 62:Lowell Ricklefs - CEO & Founder of Traction Advising, and Investor.
Lowell is the CEO & Founder of Traction Advising which specializes in helping B2B SaaS companies with greater than $5M ARR get acquired. Lowell’s been a Co-founder/CEO/Chairman, COO of a $120M public company, Startup CRO and Global VP Rockwell. He’s a...
Sept. 21, 2022
How2Exit Episode 61: Callum Laing - Founder & CEO MBH Corporation PLC and Author.
MBH Corporation PLC is an agglomeration of small, profitable companies from around the world.
Callum Laing, a dual UK/NZ citizen, has more than two decades of experience in starting, building, buying, and selling businesses in a range of sectors,...
Sept. 14, 2022
How2Exit Episode 60: Tim Mueller - Co-Founder and President of ITX.
For more than 25 years, he has held leadership roles in startups, M&A firms and even government.
Prior to ITX, Tim was CEO of Phylogy, a Silicon Valley tech startup offering groundbreaking broadband technology to telephone carriers around the...
Sept. 7, 2022
How2Exit Episode 59: Bruce Marks - M&A Lender and an expert in Business Acquisition Financing.
Bruce Marks brings his unique training and experience to help “Searchers” get their transaction to the closing table. He can be the best “value-added resource” to those seeking acquisition financing. “ Bruce helps buyers finance large Goodwill...
Aug. 31, 2022
How2Exit Episode 58: Reg Zeller - Founder and CEO of CaneKast.
His company has purchased six businesses over the last five years, and is in the process of creating a coast-to-coast network of metal casters. The businesses think of themselves as “a startup, inside 60 year
old companies, as part of a 6000 year...
Aug. 24, 2022
How2Exit Episode 57: Adam Lyons - Acquisition Entrepreneur and CEO of multiple companies.
From Main Street to E-commerce, Adam Lyons has saved and scaled over 1800+ small businesses since launching The Smart Blueprint in 2020. How? Well, his magic ingredient isn’t actually magic at all, The Smart Blueprint is a 5-step surefire process for...
Aug. 17, 2022
How2Exit Episode 56: Cliff Spolander - Serial Entrepreneur, CEO, Advisor and Author.
Cliff is the author of two books: The Smarter Exit: A growth and exit plan for your business and The Cash Flow Code: 6 keys to unlocking ultimate cash flow
He is the CEO of Business By Design, the UK’s leading exit planning advisory company.
He...
Aug. 10, 2022
How2Exit Episode 55: Wayne Mullins - Founder of Ugly Mug Marketing, CEO, Entrepreneur and Author.
Wayne is a husband, father of 4, founder, CEO, entrepreneur and author. He's a generous soul, a risk taker and an out-of-the-box, against-the-grain thinker & leader. Over the past 20 years, Wayne Mullins has scaled multiple companies and helped...
Aug. 3, 2022
How2Exit Episode 54: Steve Divitkos - Founder of Mineola Search Partners and a Search Fund Investor.
Mineola Search Partners is a firm that invests in Search Funds, the entrepreneurs who run them, and the companies that they acquire.
Prior to Mineola, Steve was the CEO of Microdea, a document management and workflow automation software company...
July 27, 2022
How2Exit Episode 53: Barry Gleeson - Business Owner, Entrepreneur, Coach and Advisor.
Barry is the Managing Partner of The Kelsey Group, a business coaching and advisory firm in St. Louis, Missouri. He is a certified business coach with The Alternative Board (TAB), an international Peer Advisory and Executive Coaching organization and...
July 20, 2022
How2Exit Episode 52: Trevor Ewen - His a Software Engineer, Investor, and Entrepreneur.
He has a joint MBA from London Business School and Columbia Business School.
Trevor is the CEO of Southport Technology Group: A software development company that specializes in mid-market automation and integration strategies for firms in non-tech...