Videos

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 diligence and take a holistic approach on diligence by assessing risks and opportunities. We work with buyers…

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

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

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

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May 12, 2023

Matt Saur - M&A Advisor And Co-Founding Woolery & Co. in NYC Interview Highlights

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…

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

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

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

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

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

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

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

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

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April 12, 2023

E112: Meriplex's Tech Industry Strategies with VP Of Corporate Development & M&A, Neil Medwed

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…

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April 7, 2023

E111: Uncovering The Rise Of Media M&A With Michael Fink, Co-CEO Of Treasure Hunter - How2Exit

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…

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April 5, 2023

E110: Founder Of Raises.Com, Natu Myers, Discusses Raising Investment Money - How2Exit

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,…

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April 1, 2023

E109: Jim Afinowich: Longtime Business Broker On Selling Strategies For Mergers And Acquisitions

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…

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March 31, 2023

E108: Shannon Wilburn: From Struggles To Success - The Journey Of Co-Founding Just Between Friends.

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.…

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March 29, 2023

E108: Shannon Wilburn: From Struggles To Success - The Journey Of Co-Founding Just Between Friends.

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…

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March 25, 2023

Focus On POCCS Formula For Optimal Business Success #mergersandacquisitions #successfulbusiness

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

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March 24, 2023

Roland Frasier: Mentor, Investor and Business Strategist - Interview Highlights

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…

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March 22, 2023

E107: Mark Achler: Venturing Into Venture Capital: An Insightful Look Into The Exit Process.

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,…

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March 17, 2023

E106: Nate Lind- From Start-Up Success To Selling $100M Worth In Transactions as a Broker - How2Exit

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…

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March 15, 2023

E105: Christian Haack: Discusses Working Strategies To Achieve Your Ultimate Payday - How2Exit.

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…

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