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

***New Video Alert!

Are you a business owner who plans to retire one day?

Are you a financial or investment advisor?

Watch and I’ll show you the Achilles Heel of your plans and how to make them better.

Most business owners who can’t retire FAILED to spot this problem and their advisors were never informed enough to point it out.

Watch right here: https://youtu.be/vNRvGircerk

Cheers

See you over on YouTube

David C Barnett

Employee Ownership Trusts in Canada

New Livestream guest- Jon Shell

I’m happy to have Jon join me on a live broadcast.

Jon built a PE-backed rollup in the veterinarian space and now is the Chair at Social Capital Partners, a Toronto-based organization with the goal of helping more employed people enjoy the benefits of business ownership.

Tune in and as we’ll be discussing new rules in Canada regarding employee ownership trusts.

This is a ‘must see event’ for people that might want to sell their company to employees.

These new rules are based on concepts that have been available in the US and UK for quite some time and the conversation may also be interesting to viewers in those countries as well.

Find the site Jon mentioned here: https://www.employee-ownership.ca/

Find Jon on Linkedin here: https://www.linkedin.com/in/jon-shell-8952491/

Find the video on leveraged buy outs here: https://youtu.be/UrBLOtRY0OI

Book your Holiday Chat call now: https://calendly.com/dbarnett/2023-holiday-chatsecretcode

Learn about the Black Friday deals...

- Join David's email list so you never miss any new videos or important information or insights, https://www.DavidCBarnettList.com

***New Video Alert!

Can you buy a business that requires a license when you don’t have one?

Maybe, depends on where you are.

But there are pros and cons to these businesses and industries that people don’t quite understand until they’re in the industry.

This week, we discuss whether it makes sense to chase a licensed business and if it’s worth the hassle.

Watch right here: https://youtu.be/DP6gFIYcj48

Cheers

See you over on YouTube

David C Barnett

***New Video Alert!

What if you can’t find the business you like in your local area?

Does it make sense to buy one in another city or state if you don’t have the intention of moving?

I’ve known several investors who have pulled this off.

This week, we’ll look at the considerations you need to ponder before deciding to go and do this kind of deal.

You’ll see in today’s video: https://youtu.be/l2pDy-CI3d0

Cheers

See you over on YouTube

David C Barnett

Spencer Raises MiLLION$$$

New Livestream guest- Spencer Hilligoss

I’m happy to have Spencer join me on a live broadcast.

He’s been busy doing private real estate deals and he’s raised millions of dollars via syndication deals.

Tune in and as we’ll be discussing how his business operates and what it’s like to attract and accept investor money.

If you think you’re just gonna ‘get investors’ this episode is for you as we’ll be discussing all the realities of being responsible for other people’s money.

This is a ‘must see event’ for people who need to raise cash to get deals done.

Find spencer online at Madison Investing here: https://www.madisoninvesting.com/

Be sure to join my email list so you never miss any new videos at https://www.DavidCBarnettList.com

In this episode of The Profit Answer Man, David C. Barnett, a seasoned expert in buying and selling small businesses shares his insights into the world of business acquisition versus starting a new business. We dive into what makes a business "sell-ready" and explore how preparing your business for sale can improve not only its value but also its profitability and enjoyment. If you're considering growth, David offers invaluable advice on leveraging acquisitions as a path to expansion.

David gets invited to Rocky Lalvani Show Profit Answer Man and talks about Buying vs. Starting a Small Business.

In this episode of The Profit Answer Man, David C. Barnett, a seasoned expert in buying and selling small businesses shares his insights into the world of business acquisition versus starting a new business. We dive into what makes a business "sell-ready" and explore how preparing your business for sale can improve not only its value but also its profitability and enjoyment. If you're considering growth, David offers invaluable advice on leveraging acquisitions as a path to expansion.

Check out the website: http://profitcomesfirst.com/

***New Video Alert!

I’ve met hundreds of successful business owners over the years, and we sometimes talk about their investments.

This week, I show you where they invest their money and why.

Also- why the personal finance advice you get online likely would be very bad advice for you if you own a business or intend to buy one.

You’ll see in today’s video: https://youtu.be/GlqCelWVNb0

Cheers

See you over on YouTube

David C Barnett

Live Financial Planning for Biz Owners

New Livestream guest- Jennifer R. Lee Author, Founder of Modern-Wealth

I’m happy to have Jennifer R. Lee join me on a live broadcast.

Jennifer R. Lee is a Florida Financial Planner.

She works mainly with women going through divorce who are or are leaving entrepreneurs.

We’ll be discussing all things financial planning, how she addresses this very specific client group and the particular concerns you might have if you’re doing well in business and may be planning or afraid of a divorce!!

Be sure to join live so that you can ask questions, replay will be available.

See you there!

David C Barnett

Personal Linkedin: linkedin.com/in/jennifer-lee-awma®-aif®-1b5aa56

Website: https://modern-wealth.com/

LinkedIn: https://www.linkedin.com/company/modern-wealth-llc/

The case studies in this podcast were based upon individual client experiences and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

Be sure you're on the email list at https://www.DavidCBarnettList.com