Top M&A Entrepreneurs

 Take the Business Buyer Readiness Assessment →  In this insightful podcast interview, join us as we dive into the world of private equity with Chris Younger, the founder and managing partner of Class VI Partners. Discover the secrets behind Class VI Partners' success as Chris shares his extensive expertise and experience overseeing 27 acquisitions during his tenure at Expanets. Explore the strategic approach employed by Class VI Partners in identifying and nurturing promising investments, and gain valuable insights into the role of private equity in driving innovation and fostering entrepreneurial success. Don't miss out on this captivating conversation that will leave you with a deeper understanding of the dynamic nature of private equity and its profound influence on the business landscape. Tune in now!SHOW NOTES:00:00 Intro to Chris Younger 01:15  Acquiring 27 companies at Expanets02:33  Silver Cloud Companies PE03:11 Why do you believe in Vistage Worldwide?03:36  Who do you go to for advice?06:28 Back to Expanets,  how did you buy those companies?09:14  What about management to run these companies?11:19  Why did you start Class IV Partners?13:27  Core Values - how do you measure that?15:26  How do you reward employees?16:37  Why did you write a book?20:23  The more you tell the truth the stronger you get - where did you get that teaching from?23:22 FINRA asks you to change your name...why?24:18  Your first client did you work out and you refunded them - why?25:41  Deciding when to harvest  - how do you know?28:56  What if seller is not getting price he/she wants?30:42  Working backwards - and do you help grow through acquisitions?32:37  What if they don't have more gas in the tank?34:45  Is this a DIY roadmap or do you Done for You?35:39  What if the client has a high concentration of customers?38:39  What stories do the financial reports cards tell you?40:46  And the debt on the balance sheet?41:01  What if debt is used to turn assets to cash flow?41:53  What do you mean entrepreneurs are not using debt as much as they should?43:41  If entrepreneur has grown his business for 15 years,  done everything he can think of marketing wise...how do you improve on that?45:14  What are your suggestion when it comes to Cap structure for selling?47:15  How do you make the decision when all offers are 10% of each other?49:06  What is your "Go to Market" strategy?51:42  Communication: Don't Make this Mistake - what is that?55:18  Sending people to wealth managers...56:51  The Entrepreneur Thesis  - what is that? LINKS to Chris Youngerhttps://www.linkedin.com/in/chris-younger/https://www.classvipartners.com/

 Take the Business Buyer Readiness Assessment →  SHOW NOTES:00:00 Intro to Jason01:00 How he started 02:40 Raising $406M Capital to Acquire05:27 Tell us the story of the Trillium Healthcare acquisition06:36  Types of companies you acquire and why08:58  Why did you buy a company where 88% of revenue came from one customer?12:40  Do you replace management?15:09  How long do you give yourself to improve measurables?16:10  what do offers look like - cap stack?12:58  How fast do you move on acquisitions?19:16  Are you competing with other buyers?20:06  How long do you keep the companies in your portfolio?21:14  Do you employ and investment banker to help you sell the companies?22:13  How do you choose an investment banker?24:09  Do you care where/who its sold to?25:43   What is a ReTrade?27:56  What is volume of communication you have with Investors?29:56   Any companies, you try to fix/improve,  that did not work out? 32:09  What attracts you to Food companies?34:39  What life stage was the Food acquisition in?38:01  What do you do with a product line that is not making money?38:25  That company that is over 120 years old sounds like buy and hold,  how does that fit in a PE?39:48  Who do you go to for advice, mentorship?42:08  Skip level interviews - what are they?43:49  Customer is always right to...take care of your people44:20  what is some of the best advice you received45:44  What would you can a "Win"?47:08  If you find a great operator do you hire him away for other companies?48:14   What is next for you,  working until you are 99 years old?49:29  How many acquisitions do you have planned for the year?49:39  What does deal flow look like for you?

 Take the Business Buyer Readiness Assessment →  Eddie Wilson is a husband, father, avid real estate investor, CEO, national speaker, and has a passion for business growth. Over the course of his career, he has built or run more than 100 different businesses, managed 4,000 employees, and traveled around the world speaking about business and leadership. It is his pedigree and experience that has led him to develop a business operating system that worked for him in systemizing and scaling his companies. Now he has released it for you.SHOW NOTES:00:00  Intro to Eddie Wilson00:36  His entrepreneurial start02:37  How he sold his "show"03:42  How did Fox pay for your show?04:21  How much did you own of that show?04:27  What did you think - after you sold it?04:47  Then you built a TV ad agency?05:23  And you sold that too?05:28  Why did you sell that?10:50  The three things to focus on12:16  Manage IP - Explain that...14:30  The "Operating System"  what is that?17:49   What do you do if mgmt. or individual does not fit in to the "system"20:34  You create this "Operating System" what is next test it on acquisitions?24:48  How did you acquire 32 companies at one time?26:36  What do you mean "operate at scale"?29:12  What was the legal structure of all these companies?29:48  Did you have to shut any of the companies down?30:16  Did you bring in your mgmt team to run these companies?31:50  Who initiated the sale of the 76 companies?33:15  How many bidders did you entertain?33:24 The chairman,  where was he? 34:37  How much did you own percentage and how much control?34;52  You sell all your assets,  what are you working on now?37:19  What charitable work are you doing & why?41:49  Have you always done charitable work?42:25  How has charitable work changed you as CEO?43:41 How much of excess cash flow do you give to your charities?44:55  Do you buy 100% or keep seller in game?46:29  What industries are you looking at?48:41  The "Event Space"  why do you like that?51:37  How do you work with "Influencers"?52:52  Buy and Hold or grow and sell?54:24  What is the lifetime goal?55:16  Do you work with an Investment Banker - to sell your companies - who?LINKS to Eddie Wilsonhttps://www.linkedin.com/in/eddiewilsonofficial/Books:  The Titan Doctrine: 8 principles to achieve Titan Leadershiphttps://officialew.com/

 Take the Business Buyer Readiness Assessment →  SummaryLearn from the expertise of John McNabb, CEO of CanaDent Corporation and Managing Partner at Integra Dental Group, in M&A, structured finance, risk management, and multi-site healthcare. With over four decades of experience as an executive in corporate restructurings, venture capital, investment banking, and M&A, he has been involved in more than 60 transactions with a total value exceeding $2 billion across all major industries.For the past 13 years, Mr. McNabb has been a reputable owner and consultant in the multi-site healthcare sector, where he excels in acquisition strategy, funding sourcing, business valuation, and complex negotiations. His involvement in 15 healthcare acquisitions during this period generated total revenue over $31 million and total enterprise value exceeding $52 million.Mr. McNabb is an honors graduate in economics from the University of Toronto and a diplomate of the Executive Development Program at Queen's University. He is also an accredited Arbitrator with expertise in commercial law and contracts, a former Director of the Toronto Better Business Bureau, and a former volunteer Treasurer of a large charitable organization.Tap into the wealth of knowledge and experience of John McNabb in the healthcare industry by watching his informative videos on our channel.SHOW NOTES:00:00  Intro to John McNabb00:28  John's origin story - thrown into saving a gold mine loan04:02  How he saved it - "The Deal that would not Die"06:36  Finding his affinity for negotiating08:31  What else was in the portfolio to fix10:52  What does "restructuring" mean?12:46  How he insulates mgmt. to focus on operations - EX: deferred coupons16:08  Why lenders like Dentist businesses18:44 How he discovered the Dentist opportunity 21:00  9 Dental Acquisitions21:50  How to do you solve the Expert - Doctor supply demand23:10  How do did you buy/finance the acquisitions?24:51  Capital & Mgmt. Earn in's26:29  Holding company structure - 27:54  What is John's role in running the holding company29:06  Delegate acquisitions to Business Dev?34:03  What was most difficult during 9 dental acquisitions - blind spot35:40  Dentists don't come with business expertise37:00 do you see increase in revenue when you outsource admin tasks37:50 Is it possible to Cross pollinate best practices 40:17  Dentist Acquisition Thesis  - buying strategy 41:15  Sunk time in a distressed acquisition43:22 Mentors - Lawyers?45:36  End of Dentist Acquisition Opportunity?48:20  What would it take to be on a board of Directors50:34  Set up a fund or syndicate after LOI - Timing53:00 Opportunity to work with John McNabb

 Take the Business Buyer Readiness Assessment →  Discover the secrets of success in the world of mergers and acquisitions with Pardis Nasseri, an industry-leading M&A advisor who has been involved in over $30 billion in transactions. In this exclusive video interview, Pardis shares valuable insights and behind-the-scenes stories from his illustrious career. Learn about the strategies, challenges, and nuances of high-stakes deals as we delve into the mind of a top M&A professional. Don't miss this rare opportunity to gain knowledge and understanding from an expert who has shaped the M&A landscape. Watch now and elevate your understanding of the complex world of mergers and acquisitions. #MergersAndAcquisitions #PardisNasseri #BusinessInsights"SHOW NOTES:00:00  Intro to Pardis Nasseri 00:20  Started as Independent Sponsor, Accounting at PwC, Jefferies & Platinum03:58   Immigrated from Iran - got stuck during the Revolution05:40  Working at Private Equity firm Platinum08:34   Keeping management on - asking them to do is twice as hard09:17  What Palm Tree LLC does  - 3 things10:19   Debt higher interest rates for SMB:  hurdle rates & cheaper money11:42   Quality of Earnings and A.I.   -  the challenge of GIGO datasets16:25  Size of deals he works on17:00  War with China - Warren Buffett unloads stock on Taiwan company18:07  Betting on stronger horse19:14  ESG scores  how is that changing Investment banking20:54  Anheuser Busch loses $4-$6 billion in value from DEI 21:50  Expanding to Texas22:22  M&A Transaction is like Brain Surgery & #1 Business Development tool24:30  QoE - Scoring a business that lowers forecasts -Trend is your Friend27:50  QoE  projection ranges - ultimately comes down to justification of forecasts29:40  The great wall of China 33:04   Investment Banker / Broker Dealer - raising capital for others 35:00   What makes a successful acquisition?   (the soft stuff)36:30  When you don't have a cultural fit - sharp elbows38:34  What do you say to CEOs with big acquisition egos?40:21  Strategic or Financial - when you hit 17 and bust -staying disciplinedLINKS to  Pardis Nasserihttps://www.palmtreellc.com/https://www.linkedin.com/in/pardisnasseri/

 Take the Business Buyer Readiness Assessment →  In this podcast, Krystof Bartos,  guides you through his story of buying a small (SMB) in the USA while still living in the Czech Republic.   With his extensive experience in finance, Krystof makes the complex process of acquiring an SMB, with a US partner,  in the USA more approachable and manageable for international buyers, setting them on the path to more acquisitions.SHOW NOTES:00:00 Intro to Krystof from and still living in the Czech Republic02:00 Krystof's Call to Adventure 04:27 Coaches he worked with Jeremy Harbour and Carl Allen05:04  His financial experience06:01  Why did he focus on the financial part08:00  Consulting for Equity story 10:53  How to realize gains in a Consulting for Equity Gig16:42  Finding his partner & doing deals23:20  Distressed or profitable company24:45  What was Motive for selling?27:26  How to trust a brand new business partner30:13  How much does each partner own of acquisition33:21  Talking to SBA banks to get real yes/no - getting deals not done fast35:55   Seller stayed on & part of the family37:17  Did you make any big changes to company after close?40:25  Copy writing and AI44:21  Andrew Longcore,  Attorney saved the deal45:21  Why he likes Tony Robbins46:53  Keith Cunningham tooLINKS to Krystof Bartoshttps://www.linkedin.com/in/krystofbartos/www.krystofbartos.com

 Take the Business Buyer Readiness Assessment →  SummaryAfter making 45 acquisitions at SureSwift, Kevin McArdle is really flexing his CEO muscles this time. Now, he's embarking on a new adventure as CEO of Big Band Software with $100 Million to spend and his sights set exclusively on the B2B SaaS software acquisition market.  It's definitely not easy but he seems to have mastered the art of buying great companies - now with massive war chest, It looks like Kevin is about to set off on another exciting journey and we are eager to observe his success!SHOW NOTES:00:00  Intro to Kevin McArdle02:08  Financing Acquisitions at SureSwift04:15  First Deal Financing05:15  When he realized he had momentum08:11 How big were the companies ($Rev)08:43  Did investors start knocking on doors?09:45  Raising a Fund10:45  Tenets to operating a a great company12:55  Example of "Taking Care of People"  - Culture 19:50  What Kevin reads  - Mark Leonard 22:10  Big Band Software Vision - Types of Companies they buy23:10  Why no dividends - Name of the Game is...25:10  Backed by 2 PE firms27:53  If PE turns fund 5-7 years,  how are you doing a buy and hold?29:08  Are you competing on Constellation's turf?32:55  Disruptive technology - Adding the AI question to checklist37:08  What are you looking for in growth criteria - valuation challenge42:06  Valuation - the tough conversation with sellers45:52  Red Flags on SaaS businesses - Don't think you are smarter than seller49:05  Acquisition opportunity Example 51:06  Deal Flow Status - No such thing as too much deal flowLINKS to Kevin McArdlehttps://www.linkedin.com/in/kevin-mcardle-6bbb296/https://bigbandsoftware.com/

 Take the Business Buyer Readiness Assessment →  SHOW NOTES:00:00  Intro to Thomas Smale01:10  Why he started FE International 03:37  The M&A Process Past and Today - Build a community and they will tell you what they want06:54  What is most important in choosing a M&A Advisor08:32  What FE International charges10:32  Finding Qualified Buyers - Filtering Out NON-Qualified Buyers13:25  Does the No Money Down every happen?15:25  Likelihood of SBA 10% Money Down20:55  Due Diligence & Quality of Earnings - why deals fall through29:20  The Valuation Process - how not to waste time32:14   How they work with seller if 12 offers are below asking34:46  Outreach to find buyers & creating FOMO39:09  Why would buyer offer 100% Cash asking price40:41  After 1200 deals, Where do deals fall apart?   43:00  Why Being transparent about accounting discrepancies is important44:22  The future of acquisitions 47:30  The Partial Acquisition trend & Buy Side Search

Former VC founder Chase Murdock shares his journey to CEO of a holding company with 4 SMB acquisitions. He discusses the downsides of VC-backed firms, the value of relationships in business, financing acquisitions, growth strategies in different niches, and the importance of personal growth. He emphasizes the role of operators in boosting productivity, working 60 hours in a holding company versus VC-backed firms, and the imperative of rapid growth for success.

 Take the Business Buyer Readiness Assessment →  In this podcast, tech entrepreneur, Linda Rose, shares what she learned from getting acquired three times.  If you're interested in learning the secrets to getting acquired, watch this interview (and) buy her book, "Getting Acquired for Millions - Amazon.  Linda shares some of the things you can do to increase your chances of being acquired for higher valuations.SHOW NOTES:00:00  Intro to Linda Rose   01:40  The "All Cash Sale details 04:32  Why be an M&A Advisor - The inspiration for writing the book the 500 mile journey07:38  How did you know you "left money on the table?"09:21  Broker and PE Lessons10:05  How did you find your first M&A Advisor clients10:58  The problem with Cash based Accounting vs Accrual based13:07  How Accrual based accounting transformed the clients bottom line13:49  How know the client is truly motivated to sell15:37  How to work on creating a transformational exits16:14  More acquisition stories - 12 Offers18:30  How to do sell if you have HIGH customer concentration risk19:43  Women owned "Multiples" risk22:16  Why she "niched" to tech24:14  Reps & Warranties Insurance for MSPs24:50  Real Estate Collateral issues with a sale27:22  How many hours do you work as M&A Advisor28:56  What sellers don't think about the final exit number 31:24  What if seller has lots of cash on balance sheet32:13  How Linda gets paid as M&A Advisor - How she walks with sellers