

The Birth of a Roll-Up
Mar 25, 2024
Stephen Olmon & Collin Trimble discuss their roll-up strategy in the alarm industry, valuation based on recurring revenue, challenges in educating lenders, utilizing holdbacks, adapting business models post-acquisition, and the importance of clear customer communication.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Upcoming Webinar, SM Bash Conference, and SBA Loan Broker Introduction
03:10 • 2min
Journey into Small Business Acquisitions
05:37 • 14min
Navigating Business Acquisition and Post-Acquisition Transitions
19:59 • 2min
Initiating the Search and Identifying Opportunities
22:15 • 29min
Acquiring a Niche Business with Recurring Revenue
51:28 • 25min
Navigating Brand Changes and Customer Communication
01:16:40 • 8min