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How2Exit: Buy, Don't Build - M&A of Small Businesses

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Nov 18, 2022 • 57min

How2Exit Episode 71: Chris Von Bogdandy - 20+ years experience in M&A and M&A Integration Expert.

Chris has 20+ yrs. Experience in M&A and has been involved in over 50 transactions in various roles, including establishing and managing the Integration Management Office and leading individual integration tracks, such as IT, sales and finance. He has performed these roles internally to companies such as Cisco and Symantec and as an external consultant.--------------------------------------------------Watch it on Youtube: https://youtu.be/OHeL7MEdav8--------------------------------------------------Contact Chris onLinkedin: https://www.linkedin.com/in/chris-von-bogdandy-8402411/Email: chris.vonbogdandy@slalom.com--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. Flippa - Real Buyers, Real Sellers - Where the Real Deals Are MadeVisit Flippa - https://www.dpbolvw.net/click-100721038-15233003--------------------------------------------------💰If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956►Visit Our Website: https://www.how2exit.com/📧For Business Inquiries: Me@4sale2sold.comIf you are new to the How2Exit channel, We're happy you clicked on our video! Hopefully, this video made you stay for good!Don't Forget to SUBSCRIBE to the How2Exit channel and press (🔔) to join the Notification Squad and stay updated with new uploads.✨👇🏻SUBSCRIBE HEREhttps://www.youtube.com/channel/UC_ONnhwaKSTPFt2nOxKoXXQ?sub_confirmation=1 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐬𝐞𝐞 𝐦𝐨𝐫𝐞 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 𝐥𝐢𝐤𝐞 𝐭𝐡𝐢𝐬...? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬👍 Like the video (it helps a ton!)💬 Comment below to share your opinion!🔗 Share the video with anyone you think might help :)▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬📱Stay Tuned On Our Social Media :» Linkedin - https://www.linkedin.com/in/ronskelton/» Twitter - https://twitter.com/ronaldskelton» Facebook - https://www.facebook.com/How2Exit📞Have suggestions, or comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150🎬SUGGESTED VIDEOSDon't forget to watch 📽 Our other videos. Please check them out :▶️How2Exit Episode 44: David Barnett - Author, Speaker, Seminar Host, Consultant, Coach, Educator.https://youtu.be/AxYIj_lJCOY▶️How2Exit Episode 60: Tim Mueller - Co-Founder and President of ITX.https://youtu.be/DCMAnuhLznw▶️How2Exit Episode 22: Adam Coffey - CEO, best-selling author and Forbes Business Council member.https://youtu.be/RjPjw6qRtv8#How2Exit # #💖Thanks for watching! 💖Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Nov 16, 2022 • 57min

How2Exit Episode 70: Nate Ginsburg - CEO of Centurica, Investor and Online Entrepreneur.

CEO of Centurica, the premium provider of buy-side due diligence services for online acquisitions. 10 + years online entrepreneur, investor and Yogi.Centurica, works with a large range of individual investors, funds and PE firms to help them:1) Verify that the business is what the seller is reporting2) Uncover and hidden risks that could derail the business3) Identify key opportunities for improving the business and increasing its value4) M/A Advisory to help interested acquirers with deal flowThey provide unique value to clients due to their operational and business growth expertise. Nate has built multiple 7 figure businesses (in e-commerce and service business models). Had two exits. Started SellerPlex as well as am an investor in a portfolio of other online businesses. Now my focus is on leading our team at Centurica. Aside from business, Nate is passionate about yoga, personal development, travel, health/fitness, mindfulness and audiobooks. To get a sense for my values check out some of the posts on my page.--------------------------------------------------Watch it on Youtube: https://youtu.be/11oaAcmK4nY--------------------------------------------------Contact Nate onLinkedin: https://www.linkedin.com/in/nateginsburg/Website: https://Centurica.comTwitter: https://twitter.com/NateGinsburg--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. Flippa - Real Buyers, Real Sellers - Where the Real Deals Are MadeVisit Flippa - https://www.dpbolvw.net/click-100721038-15233003--------------------------------------------------💰If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956►Visit Our Website: https://www.how2exit.com/📧For Business Inquiries: Me@4sale2sold.comIf you are new to the How2Exit channel, We're happy you clicked on our video! Hopefully, this video made you stay for good!Don't Forget to SUBSCRIBE to the How2Exit channel and press (🔔) to join the Notification Squad and stay updated with new uploads.✨👇🏻SUBSCRIBE HEREhttps://www.youtube.com/channel/UC_ONnhwaKSTPFt2nOxKoXXQ?sub_confirmation=1𝐖𝐚𝐧𝐭 𝐭𝐨 𝐬𝐞𝐞 𝐦𝐨𝐫𝐞 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 𝐥𝐢𝐤𝐞 𝐭𝐡𝐢𝐬...? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬👍 Like the video (it helps a ton!)💬 Comment below to share your opinion!🔗 Share the video with anyone you think might help :)▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬📱Stay Tuned On Our Social Media :» Linkedin - https://www.linkedin.com/in/ronskelton/» Twitter - https://twitter.com/ronaldskelton» Facebook - https://www.facebook.com/How2Exit📞Have suggestions, or comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150🎬SUGGESTED VIDEOSDon't forget to watch 📽 Our other videos. Please check them out :▶️How2Exit Episode 44: David Barnett - Author, Speaker, Seminar Host, Consultant, Coach, Educator.https://youtu.be/AxYIj_lJCOY▶️How2Exit Episode 60: Tim Mueller - Co-Founder and President of ITX.https://youtu.be/DCMAnuhLznw▶️How2Exit Episode 22: Adam Coffey - CEO, best-selling author and Forbes Business Council member.https://youtu.be/RjPjw6qRtv8#How2Exit # #💖Thanks for watching! 💖Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Nov 11, 2022 • 57min

How2Exit Episode 69: Kevin Lawrence - Author and Strategic CEO Coach and Advisor.

CEOs typically place their first call to Coach Kevin with a crisis to solve. They stay because of his business acumen and no-holds-barred, tell-it-like-it-is style. Kevin’s career spans 30 years, over a dozen countries and four continents. He’s worked with hundreds of CEOs and executives, helping them to break through business challenges, grow their companies and find personal success along the way.These experiences inspired Kevin’s book, Your Oxygen Mask First, in which he reveals the 17 habits every leader must know to transcend the perils of success and achieve even more. Kevin was given the designation of Coach Emeritus with Gazelles—a rare distinction. He is a key contributor to Scaling Up (Mastering the Rockefeller Habits 2.0).Based in Vancouver, Canada, Kevin can often be found tearing up the racetrack, exploring a new city, or adventuring in the outdoors with inspiring people and his two amazing kids, Brayden and Ashley.--------------------------------------------------Contact Kevin onLinkedin: https://www.linkedin.com/in/coachkevinlawrence/Book: Your Oxygen Mask First -If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/mb1993PYeDI--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Nov 9, 2022 • 57min

How2Exit Episode 68: Darius Ross - The "Wyatt Earp" of Small Business Investments.

Darius Ross hails from the old days before Acquisition Entrepreneurship became in vogue, from the days of the go-go 80's...during a time period where leverage buyouts and M&A's were the hot topic. 35 years later, he is now focusing on LBO's and rollups. Nick-named the "Wyatt Earp" of small business investments for his characteristics of going into lawlessness in pursuing small market opportunities, i.e. "the Pink Sheets" (penny stocks). --------------------------------------------------Contact Darius onLinkedin: https://www.linkedin.com/in/darius-ross-0316626/Email: idrspktoyou@yahoo.comAs an Amazon Associate, I earn from qualifying purchases. Each purchase supports both the author and this podcast. If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/xCl_nXvf10Q--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Nov 4, 2022 • 56min

How2Exit Episode 67: Daniel Sweet - Managing Partner of Sweetview Partners.

Daniel Sweet is a 27-year technology industry veteran who decided life was more interesting buying and improving s businesses. Now the Managing Partner of Sweetview Partners, he leads a team in the buying and growing of small, Texas-based BtoB companies. --------------------------------------------------Contact Daniel onLinkedin: https://www.linkedin.com/in/danielrsweet/Website: https://sweetviewpartners.com/If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/dW7BRmu7CUk--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Nov 2, 2022 • 59min

How2Exit Episode 66: Dan Cremons - CEO, Investor, Operating Partner, Author and Advisor.

Dan is a former private equity investor and executive who has been involved in dozens of acquisitions of small/mid-sized companies. He has the unique experience of having seen M&A from a different vantage point - as an investor, and operating partner, a CEO, and now an advisor to private equity firms and their companies. In 2020, Dan founded Accelera Partners to help middle-market PE investors and their companies to accelerate what he calls "people-powered performance." As an advisor, he helps PE-backed companies get aligned on where they're going, and makes sure they have the right team and culture to help them get there. In July, Dan launched his second book - called Winning Moves: 105 Proven Ways to Create Value in Private Equity-Backed Companies. He writes and speaks regularly on the topic of value creation and human capital in private equity-backed companies.--------------------------------------------------Contact Dan onLinkedin: https://www.linkedin.com/in/dancremons/Website: http://accelerapartners.co/Book - Winning Moves: 105 Proven Ways to Create Value in Private Equity-Backed Companies: https://read.amazon.com/kp/embed?asin=B0B7SH9X14&preview=newtab&linkCode=kpe&ref_=cm_sw_r_kb_dp_6APPCPJHR1KRWVXK72PA&tag=how2exit07-20As an Amazon Associate, I earn from qualifying purchases. Each purchase supports both the author and this podcast. If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/zqjNBp2pH-Q--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Oct 26, 2022 • 58min

How2Exit: Mentor Mini-Series Episode 8 - Roland Frasier - Investor, Business Mentor and Strategist.

Roland Frasier, with 1,000+ acquisitions, discusses opportunities in business acquisitions, strategies for avoiding risky industries, entrepreneurial challenges, real estate success, and new channel partners in a mentor mini-series podcast.
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Oct 19, 2022 • 55min

How2Exit Episode 65: Yury Byalik - Head of Strategy and Acquisitions at Onfolio.com

Yury is a seasoned marketer with over 15 years of experience driving growth for businesses. He brings a deep understanding of growth marketing, deal sourcing, evaluation and due diligence to the Onfolio team. Yury is a sought-after speaker on digital trends, profitable business models and acquisition strategy. For Yury, flexibility, transparency and trust are the essential elements of a successful deal.About Onfolio:Onfolio acquires and manages a diversified portfolio of digital companies across a broad range of categories.We identify established profitable companies with excellent opportunities for growth. Our expert team deploys digital marketing and operational expertise to accelerate results for every company in our portfolio.With diversified holdings and years of experience, we mitigate the risks traditionally associated with investment in digital companies.--------------------------------------------------Contact Yury onWebsite: https://onfolio.com/Linkedin: https://www.linkedin.com/in/ybyalikEmail: yury@onfolio.comIf you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/5MNRfYvt__M--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Oct 12, 2022 • 56min

How2Exit Episode 64: Scott Whitt - President & General Manager of Triad Clinical Trials.

Healthcare executive with 30+ year of management experience. Healthcare Leader and Entrepreneur | ex-IQVIA | ex-Deloitte | ex-United Healthcare | ex-Aetna.--------------------------------------------------Contact Scott onLinkedin: https://www.linkedin.com/in/scott-whitt-9b1261/Website: www.triadclinicaltrials.comIf you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/eHo1KdjyZj8--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.
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Oct 5, 2022 • 57min

How2Exit Episode 63: Lisa Forrest - Co-Director of Sponsor Finance and Search Fund Lender.

She is a 30-year + banking industry veteran with expertise in both SBA and Conventional lending products focused on the unique needs of lower middle market businesses. In this capacity, she focuses on Searchfund acquirers of privately held, lower middle market companies using SBA and Conventional loans for transactions up to $50MM in enterprise value. She is widely regarded as one of the industry’s “go-to” resources nationally for her expertise in M&A deal structuring for the Searchfund ecosystem from Self_Funded/SBA to Traditionally funded Searchers using non-recourse Conventional debt structures. Prior to joining Live Oak, Lisa served as a Director and Business Development Officer for Banc of California’s National M&A lending division. Lisa has also led business development efforts for Union Bank, Fortune Bank, and established a sales presence for Well Fargo in the Pacific Northwest and Alaska, and prior to that led overall banking operations as the COO for The Money Store/First Union. Lisa received her undergraduate degrees (BS/Finance with a second concentration in Economics) and MBA degree from California State University, Sacramento. Live Oak Bank is a proud sponsor of Searcherfunder.COM; The Searchfund Alliance; Search fund Coalition; The Think Like a CEO podcast series. Ms. Forrest is a frequent speaker/panel moderator forETA conferences and events and various M&A/ETA association events.Lisa is an avid golfer, outdoor enthusiast and dog lover.--------------------------------------------------Contact Lisa onLinkedin: https://www.linkedin.com/in/forrestlisa/Website: https://www.liveoakbank.com/mergers-and-acquisition-loans/Email: Lisa.forrest@liveoak.bankIf you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956--------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.--------------------------------------------------Watch it on Youtube: https://youtu.be/keJaHfWmDUE--------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------Become a supporter of this podcast: https://www.spreaker.com/podcast/how2exit-buy-don-t-build-m-a-of-small-businesses--4859429/support.

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