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Summary

Patrick O'Connell, a quality of earnings specialist, discusses the importance of analyzing the true earnings potential of a business before buying or selling. He highlights five red flags to watch out for in a potential deal: pending lawsuits, high employee turnover, inconsistent financials, declining market share, and key dependence on a few customers. Patrick emphasizes the need for thorough due diligence and understanding the story behind the numbers. He also provides insights into evaluating two specific deals, a tech wholesaler and a medical tech blog.


Chapters

00:00 Introduction to Patrick O'Connell and Quality of Earnings
02:12 Unpacking the Concept of Quality of Earnings
08:29 Red Flag #1: Pending Lawsuits
13:10 Red Flag #2: High Employee Turnover
16:24 Red Flag #3: Inconsistent Financials
21:06 Red Flag #4: Declining Market Share
22:59 Red Flag #5: Key Dependence on a Few Customers
26:19 Evaluation of a Tech Wholesaler Deal
32:21 Evaluation of a Medical Tech Blog Deal with 50 Million Visitors



Keywords

quality of earnings, red flags, due diligence, pending lawsuits, employee turnover, inconsistent financials, declining market share, customer concentration, tech wholesaler, medical tech blog

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Summary

Sam Rosati co-founder of Premier Solutions Group, discusses his experience in acquiring and growing fence companies in the sunbelt region. He highlights the importance of focusing on commercial fencing, which offers larger projects and a competitive advantage. Sam also emphasizes the significance of building a strong team and delegating tasks to ensure the success of the business. He shares insights on the acquisition process, including the need for capital and the importance of understanding the seller's objectives. Sam discusses the challenges and lessons learned in scaling the business and the importance of effective communication and transparency within the team.




Chapters

00:00 Introduction and Background
05:10 Starting Premier Solutions Group
09:09 Acquiring West Florida Fence and Partnering with Wes
14:44 Key Factors in Acquisitions
17:31 The Thesis Behind Premier Solutions Group
20:06 Delegating Administrative Tasks
23:17 Managing Friction and Conflict
25:06 Long-Term Goals for Premier Solutions Group
29:02 Lessons Learned and Regrets
31:28 Building a Great Team
34:36 Overcoming Challenges and Mistakes

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Summary

Meet Robert Kirila and Mark Whaling, the duo behind Black Powder Partners—a game-changing venture that's turning the dream of entrepreneurship into a reality for special forces veterans. Born out of their passion for aiding these heroes as they transition to civilian life, their journey began with Your Grateful Nation, a nonprofit dedicated to helping special forces veterans find success in the corporate world. But they quickly discovered that while many veterans excelled in traditional roles, their true calling lay in the bold, entrepreneurial landscape.

Black Powder Partners is not your typical private equity firm. They specialize in acquiring and growing asset-light service-based micro-cap companies in the Southeast, placing highly skilled veterans in leadership roles. This unique approach combines financial acumen with the indomitable spirit and leadership skills of veterans—making their businesses unstoppable forces in their niches.

With three successful acquisitions under their belt, Black Powder Partners has proven that their model works. They're not just about the bottom line; they're about instilling a culture of leadership and growth. Their focus is on businesses with long-term potential, leveraging the talents of veterans to drive success.

Investors are taking notice, excited by the chance to support a veteran-owned firm that doesn't just hire veterans but celebrates them. With a patient, flexible investment approach, Black Powder Partners is in it for the long haul, aiming for a five to seven-year window for returns. This isn't just business; it's a mission to empower those who have served and to foster a new generation of veteran entrepreneurs ready to conquer the world of business.

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Summary

Curious how a veteran chiropractor turned a mid-market acquisition into a $10M net worth? 

Henry Silvestriz did just that. Partnering with his corporate-savvy father, they formed Vinci Holdings LLC, spent 21 grueling months in search and due diligence, and finally secured a top-tier medical company.

Now at the helm, Henry shares insider secrets on navigating the personal injury care world, dealing with lawsuit-driven payments, and maintaining a high cash flow. Learn how he overcame challenges with the support of his father and attorney and his ambitious plans for future growth.

Don’t miss this compelling story of resilience, strategy, and success. Read the full blog post and watch the exclusive video interview now!

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Summary

How do Family Offices make strategic acquisitions that stand out in the competitive world of M&A? 

Fasten your seatbelts because we’re about to dive deep into the journey of James Carey. Imagine starting your career in mortgage banking, only to find yourself working alongside the legendary Wayne Huizenga at his family office. From there, the journey takes you through the corridors of HIG and Peterson Partners, finally landing you at NextSparc, a family office where James currently sits as a partner. This isn't just another career story; it's a masterclass in the art of deal-making.

James Carey reveals the nuanced dance between private equity and family offices, shedding light on the unmatched flexibility and personal touch that family offices bring to the table. With their own capital at stake, these entities can structure deals with a level of creativity and agility that’s hard to find elsewhere. But it’s not just about the money – James will tell you that relationships are the lifeblood of deal sourcing. Partnering with founders and entrepreneurs, building trust, and creating value are at the heart of every successful transaction.

In this riveting conversation, James shares the secrets of deal sourcing and evaluation from a family office perspective. He'll take you through their proactive approach, leveraging vast networks and collaborating with top-tier recruiting firms to unearth potential gems. Initial screenings and quick decision-making are the norm, guided by a blend of experience and razor-sharp intuition. And when it comes to due diligence, James emphasizes the paramount importance of trust and rapport with sellers.

You'll hear captivating stories of red flags and triumphs, from minority investments that exploded into rapid growth to strategic exits that define success. Plus, the critical role of industry experts and operating executives in sealing the deal. Get ready for an insider’s look at the intricate and rewarding world of M&A through the eyes of a seasoned pro.


Chapters

00:00 James Carey's Journey into the M&A World
06:37 The Difference Between Private Equity and Family Office
10:06 The Value of Relationships in Deal Sourcing
23:03 Deal Sourcing and Evaluation
24:41 The Importance of Boring Businesses
27:17 Light Data Requests in Due Diligence
28:40 Counters and Back-and-Forth in Deal Negotiation
33:14 Red Flags in Deal Evaluation
37:35 Successful Deals and Quick Exits
42:28 Involvement of Industry Experts and Operating Executives

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Summary

Ever wonder what its like to sell Businesses in Dubai?  How is it different than the US?  I aim to find out.  

Tahir Kashif shares his journey into the M&A business, the founding of his business brokerage, and the characteristics of selling Businesses in Dubai.  

He also discusses the differences and similarities between the business markets in the United States and Dubai, highlighting the types of businesses, multiples, how buyers pay,  the process and buyer demand.

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Summary

Do you want to start an investment company to buy businesses and tell the seller you are going to preserve their culture and values?
     
Success isn't always a straight line. Meet Sunny Vanderbeck. He built a thriving tech business, took it public, and was ready to sell and make millions. But when the first buyer backs out at the last minute, he's left scrambling."

A second buyer steps in, only to declare bankruptcy, forcing Sunny to buy his company back. But he couldn't buy it back directly. His life's work hinged on an existing bidder. With the stars aligning, he managed to buy his company back for a third of the price.

Armed with the lessons from the first two buyers, he finally finds the right buyer and seals the sells is company for the last time.   This is a story about how to sell your business without selling out and how he started an investment company to help sellers find the right buyers.

Tune in to 'Top M&A Entrepreneurs' to hear Sunny Vanderbeck's incredible journey."

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Summary

Have you ever felt stuck in your business, like you're just treading water? Maybe you’ve hit a plateau or the competition feels insurmountable. Today, we’re diving into a bold strategy: buying a bigger competitor.

Yes, you heard that right! Acquiring a larger rival can be a game-changer. In this interview with Greg Moran, we’ll explore how this approach helped his software business flip the tables from being acquired to acquiring a competitor five times its size.

❤️ Enjoy this interview? SUBSCRIBE for more: https://www.youtube.com/c/JonStoddard
💰 Buy a Multi-Million Dollar Business here:  www.dealflowsystem.net

Keywords

acquisitions, growth, integration, culture, strategic, exit, investment thesis, work environment, upskilling, reskilling, freelance economy, gig economy, founder selection, AI disruption, workplace safety, strategic exits, private equity, future trends


Chapters

00:00 Introduction and Personal Connection
02:56 Starting the Company and the Beginnings of Acquisitions
10:54 Challenges and Road Bumps in Integration
12:54 Strategic Growth and Positioning for Success
23:02 Starting Evergreen Mountain Equity Partners
25:42 Selecting the Right Founder for Success
28:03 Strategic Exits and Growth through Private Equity
36:10 Future Trends: AI, Gig Workers, and Globalization of the Workforce

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Summary

Imagine knowing it would take six years to buy a business. Six years of negotiations, setbacks, learning, and persistence. Would you have the guts to start?

It’s a test of endurance that asks more of you at every turn. Can you stay committed when the process drags on? Can you keep your investors engaged and maintain the confidence of your stakeholders? This is not just about having the capital; it's about having the perseverance and vision.

Chapters

00:00 The Journey of Acquiring Companies
06:55 Building Relationships with Investors
23:40 Understanding Fees and Compensation
25:49 The Importance of Building a Network
29:40 The Role of an Independent Sponsor
31:58 The Need for Patience in the Deal-Making Process
39:18 Goal of Running a Company as CEO
44:41 Starting Early and Engaging with Investment Bankers and Business Owners

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Summary

Ever thought about being an M&A Advisor? Watch this video about Denis Mezheritkiy's journey to learn if the gig is right for you.

When Denis Mezheritskiy inherited his parents' trucking company, he saw an opportunity to merge it with his wholesale distribution business, creating a more robust operation. Facing challenges like low margins and perishable goods, Denis refined his strategy to enhance efficiency and reduce waste.

His entrepreneurial journey didn't stop there. Denis ventured into the mergers and acquisitions (M&A) sector, learning to differentiate the roles of business brokers and M&A advisors. He emphasized the importance of clean financials and organized operations for successful transactions, drawing from his experience with deals ranging from $100,000 to $23 million.

In a revealing conversation with Jon Stoddard, Denis shared key insights about the M&A industry, including valuation techniques, due diligence, and the intricacies of negotiating deals. His advice is invaluable for those interested in M&A, highlighting the blend of financial acumen and relationship-building necessary to thrive.

For more in-depth insights, watch the full interview where Denis dives deeper into the challenges and complexities of buying and selling businesses.