Brandon Epstein was a partner is a very successful mobile app business that was serving 500,000 users. He sold his 50% share to start a multi-disciplined business focused on entrepreneurial health. Brandon is very transparent about the mistakes he made in the process, and how those lessons learned affect his business planning today.

Diane and Jim talk about Diane’s M&A journey …. from the mistakes she made selling her accounting practice in California to the wise choices she made when buying an accounting practice in Idaho. Main Questions Asked: ➢ What made you want to sell? ➢ Were you thinking about an exit when you started your firm […]

Jason M. Silverman is an entrepreneur starting his career as an owner of a martial arts clinic. Upon selling that business he moved into a new business with his wife and coaching other entrepreneurs on how to move forward with their businesses. Summary: Jason talks about how came to own his business and the decisions […]

With 25 weekly podcasts in the books, we thought this was a good time to reflect on the lessons learned about buying or selling a business from 25 entrepreneurs who have been there, done that. We came up with six lessons learned. In last week’s episode we looked at lessons learned one through three, this […]

With 25 weekly podcasts in the books, we thought this was a good time to reflect on the lessons learned about buying or selling a business from 25 entrepreneurs who have been there, done that.  We came up with six lessons learned, listen in to this week’s episode and you’ll hear lessons learned one through […]

Jim Lackey sold his company Passport Health Communications to a strategic acquirer twelve years after the company was founded.  Jim takes us through the process of launching the company with an angel investor, then through a growth phase with the help of venture capital, then going through hyper-growth with two rounds of private equity investment […]

Joel Iglehart is a partner at an Atlanta-based private equity firm, Third Century Investment Associates.   Joel and his partner just completed a growth equity investment is a Texas-based company, and he takes us through the process by which they found and valued the acquisition.

Jay Binkley is general partner of Hermitage Equity Partners, and he explains an innovative recent deal where management of the company he acquired invested with him.  Jay explains when it makes sense for the company owner and/or their management team to stay invested after acquisition by a private equity firm.

Rick Apple ran a $15 million venture capital fund before becoming Chief Operating Officer of a fast-growing telecommunications company.  Having evaluated about 200 deals during 2013, Rick uniquely understands the state of private equity and venture capital investing, and very specifically describes how a buyer/investor will evaluate a potential deal.

Adin Lara is a corporate deal lawyer turned business operator who just went through the sale of his company.  The sale of his company came much faster than he and his investors expected, and he takes us through how a strategic buyer emerged out of nowhere.