Top M&A Entrepreneurs

 Take the Business Buyer Readiness Assessment →  In this video, you will learn how Marty Balkema and David Horne of Calm Capital created a profitable and scalable holding company.   In this video,  you will learn: 1. How to create and design a profitable and scalable holding company 2. How to find the right partners 3. What type of acquisitions to make 4. How to grow your businessShow Notes:

 Take the Business Buyer Readiness Assessment →  In this video, Jeff Evenson shares his story of how he acquired 5 companies (and sold) and then had to survive a business partnership breakup....Twice! Jeff shares the lessons he learned from these experiences and offer tips on how you can avoid some of the most common mistakes made in business partnerships.Show Notes:00:00  Intro00:26  Terrible Employee01:34  First Acquisition:  Hair Salon $3.5 Million in Sales03:01  Valuation - Lofty Opinion vs. Reality - How to Solve this problem06:56  Who took over Operations?07:30  Was your wife 50/50 partners & Divorce09:20  Were you happy/unhappy with sale price?11:30  The 2 tuck-in acquisitions - Off Market Deals16:10  Did acquisitions help multiples18:29  Most difficult challenge in the hair business21:07  Top 3 things Jeff would not do in next acquisition - 1 of 3 the Shootout! 24:49  How to pick Charlie Munger / Warren Buffet type partners27:06  Buying a Precision Machine Shop Acquisition 5X Multiple with No Money34:24  Seller Note or $12 Million Check in the Bank38:47  Noticing Warts in the partnership - Make me an offer41:00  Top 3 Things Don't Do   2 & 3  of 3   49:10  Coaching Veteran Business Owners50:32  What is Lions Pride with Bill Watkins53:13  Being comfortable with your speed or yeti

 Take the Business Buyer Readiness Assessment →  In this interview you will learn about a few of the 105 ways to create value for a private equity-backed company. Creating value is essential to ensuring that your investment pays off and these tips will help you get started!Show Notes:00:00   Intro Dan Cremons and Carol S. Mann05:11   Adam Coffey quote in book06:30   6000+ PE firms chasing a small pool of prospects08:28   Is Dan at the table in the acquisitions10:00   Outsiders book One of Dan's most recommended books13:03   Winning Move #44  LinkedIn should be Centerpiece of B2B strategy16:11   Chapter 11  pg. 222   Acquisitions,  not as...20:00   Too much dry powder22:54   Page 224  Synergies:  Cost,  Knowledge, Revenue & Overstated: Cross-sell / Upsell29:04   Deciding who to work for,  trust in people  key identifier:  Growth Mindset35:21   Model attributes Dan looks for39:53   One crazy situation Carol worked on at KPMG47:04   Teams: A Drag on valuation creation or Acceleration? 48:59   Outside POV or can a person be trained to see POV50:15   Establishing Trust Fast 55:36   Creating a dialogue to solve the challenge LinksGuest:  Dan Cremons https://www.linkedin.com/in/dancremons/Guest Host:  Carol S Mann  https://www.linkedin.com/in/carolsmann/Dan's book: https://www.amazon.com/Winning-Moves-Private-Equity-Backed-Companies/dp/B0B2TRD4N8/ref=sr_1_1?crid=1ZKODA6EKVIV&keywords=dan+cremons+winning+moves&qid=1670250536&sprefix=Dan+Cremons%2Caps%2C165&sr=8-1

 Take the Business Buyer Readiness Assessment →  300+ Middle Market Deals: How to Be a M&A Advisor with Scott Bushkie Cornerstone Business ServicesShow Notes:00:00   Intro00:26   300+ Middle Market Deals 02:20   If I want to sell my $10 Million company 04:59   Private Equity bad rep with LOIs - is it true09:34  6000 PE firms chasing & overpaying?12:12   Who are you selling to,  Strategic or PE firms15:15   His M&A Advisor fee structure 19:10   M&A Alliance 23:00   how to split a commission in the "alliance"25:31   Who is on the deal team29:02   Why do deals fall apart - most common reason...31:28   How do you place valuations on companies?33:30  What do these mfg. companies look like & Wealth Managers35:20   How do you help them Finish Strong41:04   Using my business as a personal bank account - can you fix that?43:03   What types of businesses not to touch - to help sell48:30   Does an M&A Advisor require a license 50:00  Finish Strong Books on AmazonLinkshttps://www.linkedin.com/in/scottbushkie/https://www.cornerstone-business.com/

 Take the Business Buyer Readiness Assessment →  6 Acquisitions, 9 Exits for $26 Million with Raleigh Williams of DealMaven.io Success Bigger than he ever thought it would be.   Show Notes:  00:00 Intro  00:26 lasted for 9 months as M&A attorney  02:36 Escape Rooms  04:20 You Ruined Your Life - Friction from Family  06:31 Massively Undershot Cost & Time  08:06 If you leave a M&A law firm...you can NEVER go back  10:34 When did you start seeing a little success?  13:21 Who is the WE in you partnership  13:54 Goal $100 Million BHAG  18:29 Net promoter scores for Escape Rooms  18:48 Where the acquisitions you made easy?  24:56 Do you work well with your partner - brother  26:38 Business unit performance  27:50 How do you 6 Acquisitions and 9 Exits?  32:34 Did your Dad admit he was wrong about you?  34:30 What is DealMaven  38:27 How did you get listings on DealMaven  39:32 Why partial acquisitions  43:04 Coaching & Passive or Active Money?  50:29 Are you licensed to sell securities

🚀 Get My Free Book! 📖 How to Buy Your First Million Dollar BusinessShow Notes:00:00 Intro to Natu Myers & Raises.com00:31 getting serious about raising equity03:03  What is an accredited investor06:21  What paperwork do I need before asking for money?08:21 What you can say in your ads and CANNOT09:09  How do I verify accredited investors?10:39  Can you offer an IRR in your ads?12:03  Starting with Friends Family and Fools13:38  How do I create an Investor Funnel?15:22  Where do I spend money on my capital Raise?18:45  What are investors looking for to understand my investment?21:25  Do I need to give zoom or live "pitch"?22:43 Expectations,  How many investors do I need to contact?24:09  Big Check writers or Little checks?26:43  How can Raises.com help 29:05  How long does it take to raise capital?31:55  Is Debt or Equity better for acquisitions?34:30   Squatting 600 lbsLinkshttps://www.linkedin.com/in/natumyers/https://www.Raises.com

 Take the Business Buyer Readiness Assessment →  10 Companies: Bought, Sold & Started Christine McDannellShow Notes:00:00   Intro 00:58   First Acquisition - Cleaning company02:04  23 years old and cleaning homes03:30   Acquiring market share, negotiating from $100k to $40k 04:52   How to integrate acquisitions without issues06:04   How she sold he cleaning company MORE CASH07:21   Opinion on the 1st broker experience08:45   Why she sold09:15   $250,000 in her account10:53   Her next project: Wellness center - 3 competitor acquisitions14:33  Using cash for acquisitions - wise decision? 15:40  Integration lessons17:56  Who are her mentors - GKIC19:55   Goal setting 21:40  A $1.2 Million skin graft Lawsuit story25:12  Selling by herself on BizBuySell26:00  the story on how she became a business broker 28:00  why did she call her company magnolia28:36  where she found the deals to sell29:57  Closing on 5 transactions in Dec31:40  Her Fastest Close - 24 Hours 37:21  How she preps new sellers43:16  How did she identify what she does not have/know46:13  How she used the "4 Hour Work Week"49:30  Talking about a few listings on themagnoliafirm.co52:00  All cash or debt?53:35  Dirty little secret with SBA loaners

 Take the Business Buyer Readiness Assessment →  HoldCo's: Acquisitions Legal & Taxes with Kevin Henderson SMB Law Group00:00 Intro to Kevin SMB Law Group01:26  Interested in Building the Next Berkshire Hathaway01:51  the LLC - what is it03:18  Stacking multiple LLCs06:04  taxes on dividends07:04  taxation rates w09:27  S Corps 10:39  S Corp - why people like them13:18   Taxes example15:08  What is a "reasonable" salary - worrying about audits17:32  Strategies for entity formation19:00  finding partners - the downside19:42  corporate development - phantom income23:29  Dividends Received Deductions25:35  QSBS - the most incredible part33:20  Where does QSBS stand on legislation - pulled out or left in bill?34:30  C Corp HoldCo & LLCs 36:08  QSBS benefit on Exit - filing requirements - rolling profits41:00  Being nimble with QSBS exemptions43:00  DisclaimerLinkshttps://www.linkedin.com/in/khendersoncoThe document:  https://www.linkedin.com/posts/khendersonco_entity-considerations-when-structuring-a-activity-6981372620537552896-RNb-?utm_source=share&utm_medium=member_desktophttps://twitter.com/KHendersonCo/status/1575484086738632704FREE Stuff for Acquisition Entrepreneurs  www.DealFlowSystem.net📧: Sign up for The DealFlowSystem Newsletter - Get the FREE 1.  Debt Stress Test Formula2.  100 LinkedIn Connection Request Swipe File3.  100 First Seller Meeting Questions   4.  Paper Up NDA Non Circumvent   5.  FREE access to direct mail leads 6.  The BIGGEST list of Websites to Buy Businesses!AboutTop M&A Entrepreneurs Podcast is where we talk to acquisition entrepreneurs active today to ask them about their process, where and how they source their deals, their journey, what they had to overcome, obstacles, Industries they work in, how they analyze deals, valuations and pricing, negotiating the deal, due diligence, transition planning and closing. Our guests have acquired over 500 businesses and over $53 Billion in Value!#jonstoddard #acquisition #mergersandacquisitions #buyabusiness #businessesforsale #m&a

 Take the Business Buyer Readiness Assessment →  Jon talks to Reg Zeller about his 7 Foundry (Andrew Carnegie) & Machinery AcquisitionsShow Notes:00:00 Intro to Reg Zeller01:16  Found 1st one on BizBuySell02:00  Andrew Carnegie type business 03:22  What are economics of foundry & multiples05:35   How he developed relationship with seller & get at $1M under highest bid08:02  Why seller went with Reg - its not all about the money. 09:43   Did Reg make a "no change to business guarantees" with seller12:21   The characteristics of motivated customers13:55   How did his new culture jive with the entrenched culture?16:23  What is a captive foundry16:51  How he hired to work above the business19:00  Why did he buy the 2nd one - was not for cash flow20:55   The 3rd acquisition25:17   How he financed the other acquisitions and recap28:26   Is he buying higher ebidta businesses?29:50   What he does with tuck-in acquisitions31:29   Where he found his President/COO33:04   Parts of the work he hates35:10  Want a M&A job35:39  refuse to overpay39:45  Reg Zeller's rollup strategy recommendations Links:https://www.linkedin.com/in/regzeller/https://ermak.com/https://twitter.com/RegZeller

 Take the Business Buyer Readiness Assessment →  Jon talks to Stephen Speer about his company and doing Ecommerce SBA loans Show Notes:00:00 Intro03:02  Ecommerce SBA loans buckets06:01  How does he score acumen of buyer08:46  When do they reach out to Stephen - see links below11:15  What if acquisition target change business model13:01  First time buyers or serial acquirers 13:49  Can you get multiple SBA loans - cap16:04  Money for larger acquisitions - no man's land. 20:10  Who pays for the Quality of Earnings Report21:40  what does finance amount look like in bigger deals22:08  How much do buyers need to put in - skin in the game?23:10  How many investors can be in the acquisition team24:13  Why does lender only look at trailing 12 months?27:15   His deal with Centurica friends with Buyer and Seller28:38   How long does loan process take?30:13   Asset or stock purchase on larger ecomm deals - pain in the ass factor32:30   What he needs to start looking at deal33:05   What about absentee ownership 34:18  What does equity rollover look like?36:00  common seller note37:46  my experience hiring an investment bank - dropping $25k40:30  his clients:  98% success rate - getting loan43:27  Going up market44:23  when do I pay that $25k - to this new Capital Access FundLinks:https://www.linkedin.com/in/stephenspeer/https://www.ecommercelending.com/