M&A Launchpad

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur and investor Mandy McAllister to unpack what business ownership really looks like behind the scenes. Mandy shares how she used small apartment buildings to buy her way out of a W2, why she added a car wash and a motel to her portfolio, and how she manages the very real brain space cost that comes with owning operating businesses. From constant maintenance at the car wash to guest experience at her Wisconsin lake motel, Mandy breaks down the expectations, challenges, and mindset shifts required to own and grow multiple businesses while still being an engaged mom and community builder. She also talks about Go Abundance Women, building a tribe of high-performing women, and why more women should be in the business acquisition game. In this podcast episode, we discuss: · How Mandy transitioned from medical device sales into apartment investing · Using midsize multifamily as a floor of income to safely leave a W2 · Why the wealthiest people she met owned businesses, not just real estate · Buying a car wash: constant breakdowns, brain space, and risk-adjusted returns · How expectations shape your experience of challenges in business ownership · The motel acquisition story and repositioning it as a lake-town experience · SOPs, guest communication, and designing memorable peak moments · Running numbers, worst-case scenarios, and asymmetric risk/reward bets · The power of community: Go Abundance Women and thinking bigger together · Why we need more women in acquisitions and how Mandy backs female-led deals Guest Contact Info: · LinkedIn: https://www.linkedin.com/in/themandymcallister · Website: https://www.mandymcallister.com   Additional Resources: Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: www.oconnelladvisorygroup.com. Attend the M&A Launchpad Conference – Upcoming May2, 2026 in Houston, TX This one-day event brings together entrepreneurs, investors, and dealmakers who are serious about buying and scaling businesses. Learn from headliners, talk to real operators who have closed deals, and connect with vendors who can support your quality of earnings, due diligence, capital raising, and financing needs. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off. For all M&A Launchpad and podcast inquiries—or to connect with hosts Casey Minshew and Feras Moussa—email info@equity-launchpad.com. Explore more at https://www.equity-launchpad.com. About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

Patrick Galleher of Boxwood Partners breaks down how a professional $100M sell-side process works—prepping financials, running IOIs, conducting management meetings, and choosing the right private equity partner. We cover the full seven-month timeline, rollover equity, how buyers are screened, and the biggest mistakes founders make when they take their eye off the business. Patrick also shares real examples of deals that drew massive buyer demand.   What We Discuss • How Boxwood structures sell-side processes for $50M–$150M deals • Why founders typically keep 15–40% rollover equity • How IOIs work and how 150–350 buyers are narrowed down • What happens inside a 3-hour management meeting • Why sell-side QofE is required before going to market • Common seller mistakes that kill deals • What private equity values most right now   Guest Contact Info LinkedIn: https://www.linkedin.com/in/patrickgalleher/ Website: https://www.boxwoodpartners.com Additional Resources Sponsored by O’Connell Advisory Group Work with a trusted Quality of Earnings and financial due diligence partner for business acquisitions. Visit: https://www.oconnelladvisorygroup.com M&A Launchpad Conference – May 2, 2026 - Houston, TX Tickets: https://www.malaunchpad.com Use code LAUNCH for $150 off. Contact the Hosts info@equitylaunchpad.com https://www.equitylaunchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Trent Lee, a multi-year IBBA Top Individual Deal Maker and #1 business broker in the U.S. for closed transactions. Trent breaks down how great brokers actually think about valuation, deal structure, and—most importantly—how they qualify both sellers and buyers.  From getting price and structure “bankable” for SBA lenders to using SDE, EBITDA, and adbacks the right way, Trent explains why most brokers are doing sellers a disservice and how he approaches deals very differently. He also shares exactly what buyers need to do to be taken seriously, stand out in a database of 45,000+ buyers, and get access to the best pre-market listings.  Whether you’re a first-time buyer, an independent sponsor, or a founder thinking about selling in the next few years, this is a masterclass in how deals actually get done in the small and lower-middle market.  In this podcast episode, we discuss:  How Trent went from frustrated seller to award-winning business broker and credentialed appraiser  Why most business brokers get valuation wrong—and how that hurts both sellers and buyers  The appraisal and valuation process: SDE vs. EBITDA, adbacks, debt service coverage, and SBA guidelines  How Trent “indoctrinates” sellers with education before he ever takes a business to market  Getting sellers realistic on both price and terms (the price/terms “teeter-totter”)  Why some owners discover they’re not actually ready—or able—to exit when they first call a broker  How Trent built a 45,000+ buyer database and uses pre-market listings to drive competition  The rise of more sophisticated buyers and why “buying boring businesses” is beating startup risk  Seller financing realities: when seller notes help, when they hurt, and why he rarely recommends big carries for SBA deals  How to approach brokers the right way as a buyer (and what instantly tags you as a tire kicker)  Why being “industry agnostic” is a red flag and how to define a strong, credible buy box  The right sequencing: proof of funds, SBA pre-approval, and moving fast on non-binding offers  How to use due diligence to justify price adjustments when adbacks or owner comp are off  Trent’s Rocket Round: competitive tennis, a $19M triple-up exit story, and how he uses AI and automation to close more deals than most brokers combined  Guest Contact Info:  Website: https://www.sellbusinessinlasvegas.com  Email: Trent@fcbb.com  LinkedIn: https://www.linkedin.com/in/trentlee  YouTube (free education for buyers and sellers): https://www.youtube.com/channel/UCncOtmBY1gbuE6wDyaFfwBw  Social & free buyer resources hub: https://linktr.ee/trentlee  Additional Resources:  Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: http://www.oconnelladvisorygroup.com.  Attend the M&A Launchpad Conference – Coming October 2025, date and location TBD. This one-day event brings together operators, searchers, independent sponsors, lenders, and deal professionals for tactical sessions on deal sourcing, capital raising, quality of earnings, due diligence, and post-close operations. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off your ticket.  M&A Launchpad Hosts Contact – To connect with hosts Casey Minshew and Feras Moussa about deals, partnerships, or speaking, email: info@equitylaunchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew chat with Houston-based operator and Army veteran Raj Kankaria, owner of Lone Star Attorney Service—the largest process service company in Harris County. Raj breaks down how a career pivot and a tough life moment led him to discover a niche, recurring-revenue business, why he structured the acquisition with heavy seller financing, and how implementing EOS unlocked rapid growth from ~700–800 serves per month to ~1,200 in just a few months. We get into margins, pricing, who pays for service of process, the realities of post-close change management, and how disciplined leadership from the military translates into small-business execution.  In this podcast episode, we discuss:  Raj’s path: Army → Rice MBA → Investment banking → Acquisition entrepreneur  How getting served divorce papers revealed a business opportunity  What a process server actually does and who pays for it in different case types  Inside Lone Star Attorney Service: pricing transparency, sticky clients, and 25%+ margins  Deal structure: ~$1M valuation, ~4x forward EBITDA, 60% seller note, 30% seller rollover, 10% buyer equity  Why seller financing protects both parties and can create better after-tax outcomes  First-90-days playbook: immediate cultural reset, policy changes, and EOS implementation  Operational cadence: weekly L10s, issue-solving, and aligning the team to quarterly targets  Growth unlocks: InfoTrack preferred-vendor status and a tax-protest client adding steady volume  Technology collaboration with the case-management vendor versus building in-house  What’s next: organic growth, acquisitions, offshoring, and scaling statewide  Guest Contact Info:  LinkedIn: https://www.linkedin.com/in/rajkankaria/  Company: Lone Star Attorney Service (Houston, TX)  Email: (shared during the episode)  Additional Resources:  Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O’Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: https://www.oconnelladvisorygroup.com  M&A Launchpad Conference – Upcoming May 2, 2026 in Houston, TX. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off.  Contact the Hosts – Email Casey Minshew and Feras Moussa at info@equitylaunchpad.com. Equity Launchpad helps founders and operators learn to buy, operate, and scale small businesses. Learn more at https://www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Josh Davis (JL Davis Enterprises) to unpack how he and his wife built one of the fastest-growing logistics companies in Canada—bootstrapped—then exited to a private-equity–backed strategic buyer in just three years. Josh shares the pivotal mentorship that shaped him, the asset-light pivot that unlocked scale, how custom software and ruthless scorecards drove margins, and what he learned operating under PE during a two-year earn-out. He also walks through his current family office and consulting work—helping founder-led SMBs get people, systems, and leadership right.  In this podcast episode, we discuss:  Josh’s origin story: entrepreneurial grandfathers, real-world mentorship, and the storm at sea that rewired his approach to leadership and preparedness  From mining to trucking: why roll-ups clicked and how a logistics pivot to asset-light changed everything  Building in-house software: dispatch → LTL consolidation → visibility → invoicing, and how “gamified” scorecards boosted GP and accountability  Scaling fast in a low-margin industry: the metrics that mattered and the hiring playbook that attracted top talent   Deciding to sell: pregnancy, capital intensity, and choosing a PE-backed strategic with operational support   Deal mechanics: two-year earn-out, integration lessons, and why the “education” was worth it  Life after exit: identity reset, launching a boutique family office, and spinning up a consulting arm for people/systems/tech turnarounds  Advice for first-time acquirers: right people/right seats, operating systems that actually run the business, and leveling up leadership  Chapters  00:00 Introduction to Josh Davis  01:01 Family roots, mentorship, dropping out to care for his grandfather  02:36 The final sailing trip: crisis at sea and leadership lessons  04:27 From mining to M&A: distressed assets, turnarounds, and roll-ups  06:10 Honeymoon to startup: launching a logistics company with an asset-based vision  07:14 The pivot to asset-light and why it unlocked scale  09:00 Building the software: dispatch → LTL modules → visibility → invoicing  10:45 Gamifying operations: scorecards, metrics, and gross profit discipline  12:40 Competing in low-margin markets and earning a real-world “MBA”  13:34 Deciding to sell: capital intensity, family priorities, and going to market  14:50 Choosing a PE-backed strategic; two-year earn-out and integration  17:02 Scale at exit: office team growth and contractor network  18:23 Why an earn-out made sense for a high-growth, tech-forward platform  20:00 What PE taught him: budgeting, acquisitions, and executive rigor  23:55 After stepping down: identity, family time, and launching a family office  25:57 Founders in the weeds: building a consulting arm for people/systems/tech  28:14 AI, software, and human capital: helping SMBs professionalize  31:02 Working on the business vs. in the business  31:30 Advice for first-time acquirers: people, systems, leadership  33:18 Rocket Round: free time (boating), most memorable moment, favorite tools (mentors, AI + HubSpot)  35:58 How to reach Josh (LinkedIn, JL Davis Enterprises, DM “scale”) and close  Connect with Josh Davis  LinkedIn: https://www.linkedin.com/in/scaling-with-josh-davis/  Company: https://jldavisenterprises.com  Additional Resources  The M&A Launchpad Conference – Join us in Houston for the 2026 M&A Launchpad Conference, a premier event designed for acquisition entrepreneurs, investors, and operators focused on buying, scaling, and selling businesses. Expect actionable sessions, curated networking, and access to dealmakers who are actively acquiring and scaling companies. Learn more and reserve your spot at https://www.malaunchpad.com — use code LAUNCH for $150 off your ticket.  O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit https://www.oconnelladvisorygroup.com to learn more.  Get in touch with show hosts Casey Minshew and Feras Moussa at info@equitylaunchpad.com.    About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Grant Hensel — a seasoned entrepreneur and acquisition professional who transitioned from starting companies to buying and scaling them. Grant shares his journey from founding and exiting Nonprofit Megaphone to launching a self-funded search that led to the acquisition of a digital marketing agency specializing in SEO for personal injury attorneys. Together with his wife Julia, Grant built upon their prior entrepreneurial experience to acquire, operate, and grow the business while implementing EOS and exploring bolt-on opportunities. Throughout the episode, Grant discusses the lessons learned from acquiring a service-based business, navigating due diligence for digital assets, managing client retention, and building operational structure with EOS. The conversation dives into how Grant and Julia identified the right target, financed the deal through seller notes, and created growth through sales, marketing, and a bolt-on acquisition. He also touches on his fund, Entrepreneurial Capital, which supports other ETA operators, and his perspective on growth, transparency, and building long-term client trust. In this podcast episode, we discuss: Self-Funded Search and Finding the Right Business Due Diligence in Digital Acquisitions Operating and Growing a Marketing Agency Implementing EOS (Entrepreneurial Operating System) Structuring Seller Financing and Building Trust with Clients Bolt-On Acquisitions and Expanding Services Investing in Other ETA Entrepreneurs Guest Contact Info: You can connect with Grant on LinkedIn or X (Twitter): @GrantHensel Learn more about his fund: Entrepreneurial Capital M&A Launchpad Conference: The next M&A Launchpad Conference is happening in October 2025 in Chicago. Date and location details coming soon.  This is the premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $200 off.  Sponsored by O’Connell Advisory Group  Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions.  Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner.  Visit: www.oconnelladvisorygroup.com   Additional Resources: Contact Casey Minshew and Feras Moussa at info@equity-launchpad.com Learn more at https://www.equity-launchpad.com   About the M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, host Casey Minshew talks with Anica John, who shares her inspiring path from the tech industry to acquiring a book printing business. Anica opens up about leaving the corporate world, the lessons learned during the acquisition process, and how family support has been a driving force in her success.    She also discusses the impact of tech layoffs on her decision to pursue entrepreneurship, the complexities of financing and closing a deal, and how leadership and team dynamics shape the post-acquisition journey.    Whether you’re transitioning from a tech background, seeking your first acquisition, or exploring the small business space, Anica’s story offers valuable insights into the journey from employee to entrepreneur.  In this podcast episode, we discuss:  Anica’s journey from the tech industry to entrepreneurship  Lessons learned while acquiring a book printing business  The importance of patience during the acquisition process  How family support contributes to business success  The impact of recent tech layoffs on career choices  Navigating financing and due diligence challenges  The value of leadership and strong team dynamics post-close  Why understanding your business landscape is essential  How to hire the right people and create a strong company culture  Guest Contact Info:  LinkedIn: https://www.linkedin.com/in/anicajohn/  Additional Resources:  Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions.  Visit: https://www.oconnelladvisorygroup.com  Attend the M&A Launchpad Conference – October 25, 2025, in Chicago, IL.  Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market.  Learn more at https://www.malaunchpad.com  Contact Casey Minshew and Feras Moussa at info@equity-launchpad.com  Learn more at https://www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: 🎧 Podcast on Apple: 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, host Casey Minshew interviews Cory Sandrock, Managing Partner of Pareto & Company. Cory shares his unique journey from theater to private equity, highlighting the nuances of independent sponsorship versus search funds and the critical role of teamwork in successful deal-making.    He dives into lessons from his first acquisition, funding strategies for independent sponsors, and a detailed case study of an HVAC deal. Cory also explores the future of independent sponsorship, the importance of understanding financial health in acquisitions, and practical advice for new investors.    Whether you’re an operator, investor, or entrepreneur eyeing your first acquisition, this episode provides grounded strategies and behind-the-scenes insights into the deal-making process.  In this podcast episode, we discuss:  Cory’s journey from theater to private equity  Independent sponsorship vs. search funds  Teamwork as a cornerstone of deal-making  The importance of assessing financial health before acquisition  Lessons from Cory’s first acquisition experience  Funding strategies for independent sponsors  Case study: HVAC acquisition and deal structuring  Incentivizing management teams for growth  How to differentiate in a competitive M&A landscape  The future of independent sponsorship and advice for new investors  Guest Contact Info:  LinkedIn: https://www.linkedin.com/in/corysandrock/  Company: https://paretoandcompany.com  Email: csandrock@paretoandcompany.com  Sponsored by O’Connell Advisory Group  Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions.  Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner.  Visit: www.oconnelladvisorygroup.com  M&A Launchpad Conference  The next M&A Launchpad Conference is happening in October 2025 in Chicago. Date and location details coming soon.  This is the premier event for entrepreneurs, investors, and dealmakers in the lower-middle market.  Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $200 off.  Additional Resources  Contact the hosts Casey Minshew or Feras Moussa at info@equity-launchapad.com  Looking to Buy or Sell a Business?  Equity Launchpad: https://www.equity-launchapad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, Casey Minshew sits down with Bryan Huber, Partner at SAB Capital, to explore the intricacies of sale leasebacks in the context of business acquisitions. Bryan breaks down how these transactions work, why they’re such a powerful tool for freeing up capital, and how they can improve business valuations. The conversation highlights underwriting considerations, the importance of quality of earnings, and the flexibility required when structuring deals. They also touch on lease agreement implications, financing strategies, and negotiating purchase options that protect future acquirers.  In this podcast episode, we discuss:  How sale leasebacks can unlock capital in acquisitions  Why understanding the mechanics is crucial for acquirers  The role of quality of earnings in financial diligence  How sale leasebacks impact business valuation and flexibility  Underwriting considerations: tenant creditworthiness & lease structure  Geographic and market demand for sale leaseback transactions  Financing strategies that don’t limit future borrowing capacity  Negotiating purchase options to mitigate risk  Connect with Bryan Huber  LinkedIn: https://www.linkedin.com/in/john-bryan-huber-47453755/  Additional Resources  The M&A Launchpad Conference – Join us on October 25, 2025 in Chicago for a one-day, high-impact event designed for acquisition entrepreneurs, investors, and operators who are serious about buying, selling, and scaling businesses. The agenda is packed with actionable sessions, curated networking, and access to industry experts who are actively doing deals. Space is intentionally limited to keep the event impactful, so attendees can connect with the right people and walk away with real opportunities. Secure your spot today at www.malaunchpad.com — use code LAUNCH for $200 off your ticket.    O’Connell Advisory Group  Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions.  Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner.  Visit: www.oconnelladvisorygroup.com  Get in touch with show hosts Casey Minshew and Feras Moussa at info@equity-launchpad.com  Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, Casey Minshew interviews Paige Wiese, founder and CEO of Tree Ring Digital, a Denver-based digital marketing agency. Paige brings over 15 years of experience helping businesses build and execute marketing strategies that drive measurable growth. She shares her perspective on why evaluating digital marketing strategies is critical when acquiring a business, how digital assets factor into valuation, and what buyers and sellers should consider during due diligence. The conversation dives into the importance of preparing for exits, integrating digital strategies post-transaction, and adapting to rapid changes in the digital landscape—including the rise of AI. Paige also highlights the unique opportunities and challenges in bringing digital presence to blue-collar businesses.   Key Takeaways · The M&A Launchpad event is a must-attend for anyone buying, selling, or scaling businesses. · Evaluating digital marketing strategies is essential for business buyers. · Understanding digital assets can prevent costly mistakes during acquisitions. · Financial health and quality of earnings are critical in M&A. · A strong digital presence can significantly increase business valuation. · Buyers should ask the right questions about digital assets before acquisition. · Post-transaction integration of digital strategies is key to a successful transition. · AI is changing the digital marketing landscape rapidly. · Blue-collar businesses need to start building their digital presence early.   Connect with Paige Wiese LinkedIn: https://www.linkedin.com/in/paigewiese/ Tree Ring Digital: https://treeringdigital.com/   M&A Launchpad Conference The M&A Launchpad Conference is where acquisition entrepreneurs, investors, and operators come together for a full day of deal-making, insights, and networking. Whether you’re buying, selling, or growing businesses, this is the event that puts you in the room with the right people. · Learn directly from industry leaders and active dealmakers · Gain insight into real-world acquisitions and exits · Build relationships with capital partners, operators, and advisors · Discover opportunities to scale through mergers & acquisitions Chicago, IL Saturday, October 25, 2025 Tickets + info: https://www.malaunchpad.com/ Use code LAUNCH for $200 off registration.   Additional Resources · Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: https://www.oconnelladvisorygroup.com/ · Access our archive of video interviews on YouTube: https://www.youtube.com/@MALaunchpad · Connect with show hosts Casey Minshew and Feras Moussa: info@equitylaunchpad.com · Learn more about Equity Launchpad: https://www.equity-launchpad.com/ About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/