Dealmakers Podcast

We know time kills deals, but do you know how much longer it takes to work with a non-preferred lender vs a SBA Preferred Lender?

Donna Lewis, SBA lender and unofficial funding coach shares exactly what could happen.

Don't accidentally add months to your loan processing, work with a qualified Preferred SBA lender like United Community Bank, and a loan originator who's no stranger to doing deals and a little coaching along the way.

Donna Lewis
[email protected]
Linkedin/ donnajlewis1 
ucbi.com

Dan sold part of his accounting firm... and oh man did he learn some hard lessons. Take a listen and learn from his challenges. We're looking forward to future conversations with Dan and announcing some awesome projects he's workin on in the future!

Sara Sharp - Deal Attorney
  Linkedin/ sara-sharp-9a2a98b 
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker
LinkedIn/ danielt6 
businessbuyersclub.com
getexitready.com

In this episode, Sara and Daniel talk to expert SBA lender and Accounting Firm Acquisition funding specialist, Shannon Hay. 

Shannon shares why deals don't make it to closing and what you should do to ensure the smoothest accounting firm acquisition!

For all things Accounting/CPA Acquisition Funding:

Shannon Hay
United Midwest Savings Bank

614-648-9199 
[email protected]
linkedin.com/in/shannon-hay-1b6bb88

How to buy a business for $0 down! ... wait, is that even real?

Sara and Daniel are discussing the popular acquisition influencer topic, $0 out of pocket, 0% down, and everything in between.


Sara Sharp - Deal Attorney
 
 LinkedIn / sara-sharp-9a2a98b 
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker

 LinkedIn / danielt6 
profitandgrow.com
acquisitionexperts.com

Daniel's failed acquisition of a $1m Accounting Firm

Lessons learned and Red Flags to watch out for in the future

All about Deal Attorney Sara Sharp, former Tax Accountant and Business Broker Daniel Talbott, and the Acquisitive Podcast!