Differences between Family Offices and Private Equity Funds and Introducing Oberle Risk Strategies

Register here for the webinar, The Anatomy of an LOI:

• https://bit.ly/3U52srP

At his job, Morgan McCauley saw a ceiling on his impact & earning potential. Buying a home care business uncapped both.

Topics in Morgan’s interview:

• His experience working in a family office
• Investing 2 months in a deal that died
• Trade-off between equity and salary in traditional search
• Geographical search in South Florida
• Challenges with healthcare regulations
• Why Robert Graham didn’t like the deal
• The decision to invest in business growth
• Learning curve in the highly regulated home care industry
• Investing in business growth vs aggressively paying down debt
• Evaluating the lifetime value of clients

References and how to contact Morgan:

• LinkedIn
• How to Buy & Double a Home Care Agency | Jérôme Bouillon Interview

Get complimentary due diligence on your acquisition's insurance & benefits program:

• Oberle Risk Strategies - Search Fund Team

Book your free tax strategy session for business buyers today:

• Steed - book your free session

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter