David C Barnett Small Business and Deal Making M&A SMB

In this lively discussion, Adi Klevit, a seasoned leader at the Business Success Consulting Group, shares her 8-step framework for systematizing small businesses. She emphasizes the importance of structured processes to enhance efficiency and reduce employee turnover. Adi highlights the need for tailored software solutions and discusses balancing systematization with flexibility. Real-life examples illustrate how effective documentation can drive growth. This conversation is a treasure trove for anyone looking to optimize their business operations!

Discover how working capital adjustments can complicate small business sales. Uncover the frustrations buyers face when realizing they need more operating capital. Learn the importance of normalizing balance sheets for accurate negotiations and valuations. Explore proactive preparation tips for sellers to enhance their business’s marketability. Finally, gain insights into tracking financial metrics and the significance of networking capital for potential buyers.

Do your customers’ politics matter? New Livestream guest- Chris Peterson I’m happy to have Chris join me on a live broadcast. He’s got an impressive background in the world of marketing research. Tune in and as we’ll be discussing his new book… Red and Blue Customers. I thought you weren’t supposed to discuss politics in business? Well, we break all the rules on my show. Chris has some interesting research on what divides and brings people together. It turns out that Liberals and Conservatives buy different products, follow different brands and more. Determining the position of your customers can give insights into what might work and what might not for your business, even if it’s small. This is a ‘must see event’ for anyone trying to grow a business. Chris' online site is https://www.lifemind.ai LinkedIn: https://www.linkedin.com/in/chrispetersonsf/ **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Dive into the critical world of balance sheets, where misrepresented liabilities can lead to financial pitfalls. A riveting case study reveals the risks of poor accounting practices and shares essential strategies for safeguarding your business. The host emphasizes audience engagement and the importance of entrepreneurial resources, promoting valuable services for those looking to sell their businesses. Tune in for insights that could help you navigate the complex landscape of small business finance!

Manage and protect online marketing assets New Livestream guest- Paige Wiese I’m happy to have Paige join me on a live broadcast. She works with clients on digital marketing and branding projects. Tune in and as we’ll be discussing how small business owners lose control of online digital marketing assets and what can be done about it. This is a ‘must see event’ for small business owners. Especially if you can’t tell TiKToK from Instagram. Be sure to join live so that you can ask questions, replay will be available. We’ll be going live Monday June 02, 2025 at 1 PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett Find Paige' website here: treeringdigital.com/db Find Paige on Linkedin here: https://www.linkedin.com/in/paigewiese/ **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

***New Video Alert! How do you know if you’re being efficient with your operating capital? Inventory is cash tied up in your business. By calculating ‘turns’ we can understand if you’re doing a good job or not of managing this money. Watch this week’s video here: https://youtu.be/ipPItWeKowc Cheers See you over on YouTube David C Barnett #businessbroker #bizbroker #businessbrokers #smallbusiness #mergersandacquisitions #smallbiz #buyabusiness #inventory #inventoryturnover #management **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

In this lively discussion, Peter Roth, a seasoned expert in sales and marketing for home service companies, shares his insights on building successful outbound sales call centers. He delves into the future value of call centers in 2025, emphasizing how they can provide a wholesale source of leads. Peter also explores strategies like cold calling and the nuances of navigating the HVAC industry. With tips on optimizing call center technology and fostering relationships with clients, this conversation is a treasure trove for small business owners looking to gain a competitive edge.

***New Video Alert! The new US administration has made changes to the SBA small business loan program. Today, I give a quick rundown of the changes and then tell you what I and others think of them. Watch this week’s video here: https://youtu.be/CaVXLuVNqFk Cheers See you over on YouTube David C Barnett #businessbroker #bizbroker #businessbrokers #smallbusiness #mergersandacquisitions #smallbiz #buyabusiness #businessfinancing #7(a) #SBA Interview with Heather Endresen https://youtube.com/live/3432U6Q8ZPQ 2023 Loan changes Evil? https://youtu.be/wwUyQ-ePXk4?si=sP7LUbZZ9WDnN_Sr **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Keep the best customers you’ve already won! New Premiere guest- Vance Morrison. I’m happy to have Vance stop by for a chat. He’s got years of experience in his own home services business and learned customer service and relationship management from the best- Disney! Tune in and as we’ll be discussing why most small businesses focus on acquisition rather than retention of customers. You only benefit from lifetime customer value if they keep calling back- duh. This is a ‘must see event’ for entrepreneurs who want to keep building and have new customers come back time and time again. Set yourself a reminder on YouTube here: YouTube will be going live Monday May 19, 2025 at 1:00 PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett Mentioned in this interview: https://www.linkedin.com/in/vancemorris/ https://yes.deliverservicenow.com/dsninstitute https://go.deliverservicenow.com/52-wow **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

***New Video Alert! Want to buy a business but find yourself embarrassingly broke? Here’s a 90-day plan to get yourself in shape to be a real business buyer one day. Warning- work is involved. Download the plan here: https://dbarnett.gumroad.com/l/90DayChecklist/2rmx2e7 Watch this week’s video here: https://youtu.be/7_JG6klOacA Cheers See you over on YouTube David C Barnett #businessbroker #bizbroker #businessbrokers #smallbusiness #mergersandacquisitions #smallbiz #buyabusiness #zerodown #nomoney #90dayplan #checklist **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com