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, Strategy, and Transformative experience gained while leading engagements for Fortune 500 companies and working directly for Accenture, Bank of America, Deloitte,…

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 diligence projects and advising on transformative events within PE backed portfolio companies. Prior to joining Sax,…

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 industries including financial services/fintech, real estate, technology, business services, energy/real assets and consumer/retail. The firm is FINRA-licensed and registered.…

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, governance and strategic decisions. Mr. Saur began his career at Cravath, Swaine and…

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, governance and strategic decisions. Mr. Saur began his career at Cravath, Swaine and…

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, spinouts, and roll-ups. Eric has consistently produced results and has the credentials and experience to either sell…

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 alternative path for Entrepreneurship through acquisition, partnered with the owners a…

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 uniquely positions itself to purchase businesses for the long term, with a focus on operating and growing them. -------------------------------------------------- Contact Malcolm…

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 College Pro. When it comes to mergers and acquisitions, interest…

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 as a mergers and acquisitions banker and he loved it, working 120…

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, eventually moving back into early stage technology companies. A veteran in the internet space,…

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 transformation advisory firm where he primarily engages with Private Equity portfolio and private companies in the…

Neil shares how he became the VP of Corporate Development and M&A at Meriplex. He attributes his success to his 39 years of experience in the business, his dedication to technology communities, and God's perfect timing in his life. Neil Medwed has over 39 years in the technology and managed…

Michael Fink is the Co-CEO of Treasure Hunter, and is currently living in a small city in Munich called Burghausen, which is home to the longest castle in the world. He was invited to the How2Exit Podcast to discuss his experience in buying, growing, and owning media assets. Fink began…

Natu Myers is the founder of raises.com, a platform that helps companies raise money. Most of his educational background was in software development and coding. He soon noticed that companies wanted to raise money, but had little knowledge of how to do it compliantly. Natu worked with mentors and coaches,…

Jim Afinowich is the managing partner of IBG Fox & Fin and has been involved in over 1100 closings. He shared his origin story, stating that he had owned fourteen businesses between the ages of twenty and thirty-four before deciding that he enjoyed doing deals more than running the businesses…

Shannon Wilburn and Ron Skelton discussed how she started Just Between Friends, a consignment sale business. She began it in 1997 when her son was just 2 years old. Just Between Friends is a franchise system with over 150 locations that generated almost $42 million in system-wide sales in 2022.…

Shannon Wilburn and Ron Skelton discussed how she started Just Between Friends, a consignment sale business. She began it in 1997 when she was pregnant with her son. Just Between Friends is a franchise system with over 150 stores that generate over $42 million in system-wide sales. Franchising has helped…

Full Interview Here: https://youtu.be/rOPUL_3K_Qw

Watch the full interview here: https://youtu.be/wH-zHBle2ZM 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, franchise, and SaaS businesses. He has been a principal of…

In this episode, they talked about Mark's book, Exit Right. The book focuses on how to sell a business. Mark has sold companies as a CEO, invested in over a hundred businesses, and been on dozens of boards. He also shared why some transactions fail, what makes a good client,…

Nate Lind, is the author of Maximum Exit - The Definitive Guide for Internet & Technology Focused Business Founders and a business broker at Website Closers, the largest marketplace of $1 million to $150 million dollar Internet, Technology and E-commerce businesses. Reading Rich Dad Poor Dad inspired Lind to dream…

Christian Haack is a Business Development and Strategy Consultant. He helps business owners and executives to make their business acquisition ready, investable and sellable. Christian is known as "The Exit Angel" because he prepares and positions SMEs for maximum growth and exits. Christian is on a mission: No business should…

Full Interview Here: https://youtu.be/rOPUL_3K_Qw