Episodes
Aug. 25, 2023
E136: Roman Beylin Discusses DueDilio And The Importance Of Due Diligence In M&A
Roman Beylin is the Founder and CEO of DueDilio, an online marketplace connecting business buyers with rigorously vetted M&A service providers with a focus on due diligence. Since its launch in 2021, DueDilio has success…
Aug. 23, 2023
E135: Sam Rosati On His Journey From Being A Lawyer To Becoming An Entrepreneur In The ETA Space
Sam Rosati is the founder of Pursuant Capital and an expert in the ETA (Entrepreneur Through Acquisition) world. He has a background in law and has extensive experience in helping entrepreneurs buy and sell businesses.
He d…
Aug. 16, 2023
E134: Daniel Sweet Teaches The Importance Of Focus When Acquiring Businesses - 2nd Interview
Dan is the Managing Partner of Sweetview Partners - an acquisitions and operations company based in Houston TX. His 27 years of experience in the technology industry led him to begin his journey into Texas-based tech company…
Aug. 9, 2023
E133: Learn The Five Stages Of Raising Capital And How To Find The Right Investors With Will Sacks
Will Sacks is the founder of Fulcrum Venture Accelerator. He has raised over $50 million for various projects and helps founders learn the art of fundraising. Will is experienced in venture capital and has a deep understandi…
Aug. 2, 2023
EP132: The Art Of The Sale Leaseback Free Roll - A Conversation with Chelsea Mandel
Chelsea Mandel is the founder of Ascension Advisory, a real estate advisory firm that specializes in sale-leasebacks. With a background in private equity and real estate, Chelsea has extensive experience in structuring and e…
July 26, 2023
E131: Elliott Holland Discusses The Importance Of Due Diligence In Acquisitions
Elliott Holland is the founder of Guardian Due Diligence, a company that specializes in providing due diligence services for small and medium-sized business acquisitions. With a background in private equity and a passion for…
July 19, 2023
E130: Kurt Stein On The Impact Of AI On Mergers And Acquisitions In The Tech Industry
Kurt Stein is the President of DCT Strategy and a technology expert. He has a diverse background, starting from working at UPS to eventually becoming a client business manager at AT&T. With over 15 years of experience in…
July 12, 2023
E129: John Carvalho Discusses Mergers and Acquisitions in the Mid-Market
John is the President of Stone Oak Capital Inc., an M&A advisory firm. For over 20 years, John has executed numerous valuations, financings, acquisitions and divestitures in various industries. John is also the co-founde…
July 5, 2023
E128: Gia And Walid Helps Business Owners Sell Their Companies And Maximize Their Exit
Gia Cilento and Walid Costandi discuss their experiences in mergers and acquisitions (M&A) and their current project, a chocolate roll-up. They emphasize the importance of transparency, treating everyone well, and being …
June 28, 2023
E127: Kirk Michie Discusses His Role As A Business Advisor And The Secrets To Selling A Business
Kirk Michie has been an active player in finance for more than 30 years, and involved in middle market M&A for nearly two decades. Since founding Candor Advisors 3 1/2 years ago, Kirk has been involved in nearly $1 Billi…
June 21, 2023
E126: Business Coach Wendy Dickinson Discusses The Process Of Selling A Business
Wendy Dickinson, a business coach, discusses the process of selling a business. She emphasizes the importance of having a clear vision and plan for the business, creating multiple scenarios to make it attractive to potential…
June 14, 2023
E125: Foot Solutions CEO John Prothro on Acquiring and Growing a Foot Wellness Franchise
CEO of Foot Solutions, a global foot wellness retailer he and a group of investors purchased in early 2020. He is an experienced executive with a background in mergers and acquisitions, operations, and multinational business…
June 7, 2023
E124: Ahmed Raza: An Acquisition Entrepreneur Turned Founder And Due Diligence Expert
Founded Rapid Diligence five years ago and our focus is on providing buy-side due diligence services for both online and traditional small business acquisitions. We focus on operational, technical, financial, and legal due d…
May 31, 2023
E123: CEO, Jonathan Wilson Discusses Value Creation And Growth Through Acquisition
Jonathan Wilson is a dynamic leader focused on organic and inorganic value creation for start-up, fintech, and more traditional organizations. Jonathan solves complex problems for existing clients, leveraging M&A, Strate…
May 24, 2023
E122: Practice Leader Of Transaction Strategy And Transformation Group Discussing M&A Opportunities
Kevin Moyer is a Partner & Practice Leader of the Transaction Strategy & Transformation group at Sax LLP, a top 75 public accounting firm. Kevin's team focuses on financial, operational and commercial buy/sell side d…
May 17, 2023
E121: Richard Luftig On Powerful Technology Behind Castle Placement For Raising Capital
Richard Luftig is the co-founder and managing partner of Castle Placement, providing investment banking services and raising private equity/debt capital for early-stage and middle market companies across a wide range of indu…
May 10, 2023
E120: M&A Advisor Mathew Saur's Journey from Thiel College to Co-Founding Woolery & Co. in NYC
Matt Saur is co-founder and partner of Woolery & Co., a strategic legal advisory boutique based in New York City that focuses on serving as a partner to its clients as they navigate complex and critical business, governa…
May 5, 2023
E119: Eric Gall Founder Of Edison Business Advisors And A Registered Broker Based In Florida
Eric Gall is the registered broker and founder of Edison Business Advisors. Over the past 25 years, he has participated in many forms of business transactions including full and partial recapitalizations, joint ventures, spi…
May 3, 2023
E118: International Entrepreneur Carlos Rodriguez Laconi Discusses His Successful Exit Story
Carlos is an entrepreneur from Argentina, down there he started a farming and exporting business (chia seeds, beans, citrus, etc). He came to the US in 2015 for his MBA where he learned about Search Funds. He took an alterna…
April 28, 2023
E117: Malcolm Peace Shares Journey To Successful Small Business Acquisitions - How2Exit
Malcolm Peace is the founder of Tsetserra Growth Partners, a company specializing in buying family-owned small businesses with established Texas Legacies. Unlike traditional private equity and business brokers, Tsetserra uni…
April 26, 2023
E116: Scott Duke: Founder Of OpnRoad - Navigating Business Transition And Building Sellable Assets
Scott Duke is an M&A advisor and the founder of eleven companies. He started his first company while in university to pay for school without taking on a lot of student debt. The company was a painting company, similar to…
April 21, 2023
E115: Serial Entrepreneur And Author Jeff Wald Discusses Path To Successful Exits - How2Exit
Jeff Wald is the chairman and co-founder of multiple tech startups, a bestselling author, investor, and keynote speaker. He grew up with a lot of support, but wasn't an entrepreneurial child. His first job was at JP Morgan a…
April 19, 2023
E114: Eric Grafstrom Helps Small Businesses with Selling Strategies and Valuation Tools - How2Exit
Eric is the founder at ExitGuide, an M&A platform for Main Street businesses. He is a longtime tech executive and entrepreneur who began his career at broadcast.com and worked for Yahoo in the UK and California, eventual…
April 14, 2023
E113: Tony Benedict In Merging Technology, Culture, and Processes for Innovative M&A Transformations
Tony is an experienced corporate executive, advisor and board member whose career has spanned two decades at Fortune 500 B2B and B2C companies. Tony is a Partner with Omicron Partners, a strategy, operations and transformati…