How2Exit: Buy, Don't Build - M&A of Small Businesses

About the Guest: Les Csorba is a partner at Heidrick & Struggles, specializing in CEO and board succession, primarily in the energy sector. With roots in the first Bush administration’s Presidential Personnel Office, Les has spent 30+ years advising leaders. His new book Aware: The Power of Seeing Yourself Clearly dives deep into the science and practice of self-awareness in leadership. Summar...

Watch Here: https://youtu.be/n8w08TJMPdI About the Guest:  Fadi Malouf is a strategic buyer, advisor, and capital partner focused on buying, growing, and exiting companies with scale potential. His career began in the fitness and wellness space before shifting into software, tech, and eventually structured M&A. Now the founder of FM Capital and FM Advisory, Fadi partners with operators and inv...

Watch Here: https://youtu.be/xEx9d94kzI0 About the Guest: David Miller is a seasoned dealmaker with an unusually diverse portfolio. From growing a finance firm in the depths of the 2008 crisis to diving headfirst into cannabis cultivation, clean energy, and even competitive fashion, Miller blends strategy with heart. He’s a global speaker, EO member, MIT graduate, and firm believer that small busi...

Watch here: https://youtu.be/ru4JXKUa180 About the Guest:  Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. With over 60 transactions completed and $800 million in closed deals, Uriarte combines operational experience as a former business owner with a deep understanding of sell-side representation, especially in the unique legal and cultural con...

Watch Here:  https://youtu.be/Vc2Xhcablro About the Guest:  Monica Garcia Duggal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist. With decades of experience spanning institutional finance, entrepreneurship, and real estate, Monica brings an unmatched blend of analytical rigor and human insight. She’s also the author of The Power of Breath: The Gift of S...

About the Guest: Callum Laing is not your average M&A expert. A serial entrepreneur and the author of four books (Agglomerate, Progressive Partnerships, Boardroom Blueprint, and Entrepreneurial Investing), Laing is also the founder of Unity Group, the Veblen Director Program, and Guild. His work focuses on democratizing board access, simplifying capital raising, and helping legacy business own...

Watch Here: https://youtu.be/8WBIPpmXVVY About the Guest:  Andy is the CEO and co-founder of Creatively Disruptive—a “revenue growth agency” that helps small businesses scale sustainably. His background is as varied as it is inspiring: from rugby coach to pizza delivery driver to sales manager at CarMax, to eventually buying and selling his own businesses. Today, he helps over 110 small businesses...

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Watch Here: https://youtu.be/PnKoDPkgKFI About the Guest:   Rosco Graves is the founder of Polaxis Professional Services and a former Deloitte advisor. He’s navigated both the boardrooms of Fortune 500 companies and the trenches of small business ownership—including launching a yoga franchise. Today, he helps small business owners prepare financially for growth, funding, and exits, specializing in...

Watch Here: https://youtu.be/JAnrssj-v2g About the Guest:   John Martinka is a veteran dealmaker who has spent nearly 30 years helping executives exit corporate life by buying businesses—and helping business owners exit with style and grace. Based in the Pacific Northwest, John runs Nokomis Advisory Services alongside his daughter, focusing on $5–15 million deals. He’s also the author of five book...

Watch: https://youtu.be/I8AUgv479HA About the Guest:   Jed Morris Jed Morris is the Managing Partner of Sunset Coast Partners, an independent sponsor firm focused on acquiring defense contractors. A former Air Force veteran and Microsoft engineer, Jed’s journey into entrepreneurship was marked by soaring ambition — and a brutal, humbling failure that left him facing nearly $1 million in personally...

Watch here: https://youtu.be/BbypHaRpOtA About the Guest:   Victoria Hajjar is the founder of Ugli Ventures and a marketing strategist with deep experience building brands from the inside out. With a background that spans A&E, real estate development in China, and leading marketing departments for high-growth companies, Victoria has learned to build marketing engines that are scalable, measura...

Watch Here: https://youtu.be/v4cOn6Py_-Q About the Guest:  Dr. Ruth Mannschreck is no ordinary advisor—she’s a former dentist who redesigned her practice around her family’s needs, scaling it with systems, hiring, and delegation. After helping fellow professionals do the same, she now coaches small business owners on how to make their companies scalable and sellable. Her advisory work blends opera...

Watch Here: https://youtu.be/Q2QTYAN7Juo About the Guest:   Jonathan Mast isn’t your typical AI guru. At 55, with a Gandalf-like beard and 20 years in digital marketing, he’s positioned himself as the “voice of reason” in a landscape full of overhype and under-delivery. His company, White Beard Strategies, teaches business owners how to use AI without losing their minds—or their margins. Mast’s ap...

Watch here: https://youtu.be/L90nZyyR1qs About the Guest:  Ashish Gupta is the founder of Scale Up Exec, a firm specializing in fractional COO services for growing businesses. With a background in tech startups, corporate leadership at Apple, and turnaround management in the e-commerce space, Gupta has a proven track record of scaling companies and preparing them for exits. His approach blends ope...

Watch Here: https://youtu.be/2Q11T0Dnvu4 About the Guest:  Mike Finger is the founder of Exit Oasis, a platform dedicated to helping small business owners prepare for successful exits. A former business owner himself, he learned the hard way that not every business is sellable. After a wake-up call from brokers who told him his company wasn’t worth buying, he spent years transforming it into a sel...

Watch Here: https://youtu.be/nvOnJ02n8KA About the Guest:   Beau Eckstein is a business coach and expert in SBA lending, business acquisitions, and franchising. With a background in real estate and finance, he now specializes in helping aspiring entrepreneurs secure funding and find the right business or franchise to acquire. His experience includes flipping houses, securing SBA loans for clients,...

Watch Here: https://youtu.be/31r3dCWdUtA About the Guest:  Rob Richmond is a dealmaker, strategic advisor, and founder of Synergy Groups. With decades of experience in technology, business acquisitions, and rollups, Richmond has developed a reputation for structuring creative and sustainable deals. His ability to optimize businesses before acquisition, leverage vendor financing, and create high-va...

Watch Here: https://youtu.be/e3HHrrIc4Hc About the Guest:   Bryan Clayton is the CEO and co-founder of GreenPal, a tech platform connecting homeowners with lawn care professionals. Before launching GreenPal, Clayton built and sold a successful landscaping business with over 150 employees. He’s an advocate for using technology to modernize service-based businesses and believes AI will dramatically...

Watch Here: https://youtu.be/XLZjRoLivJw About the Guest: Dolores Hirschmann is the founder of Masters in Clarity, a business strategist, speaker coach, and acquisition entrepreneur. With a background in marketing and communication, she helps business owners clarify their message to scale and exit successfully. She previously ran one of the largest TEDx events on the East Coast and co-founded a co...

Watch Here: https://youtu.be/ZCwj--I0XU0 About the Guest:  Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico, a firm specializing in business advisory, financial planning, and fractional CFO services. With a background in auditing, forensic valuation, and advisory work for global firms like BDO, she helps business owners understand the true worth of their companie...

Watch Here: https://youtu.be/IUebHfz3G-c About the Guest:   Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund. He has successfully built and exited two tech businesses and is now focused on acquiring and scaling vertical software companies in the energy and healthcare sectors. His expertise in scaling busin...

Watch Here: https://youtu.be/JhloU4oKlDg About the Guest:   Todd Sullivan is the co-founder of ExitWise, a platform designed to help business owners maximize the value of their exits by connecting them with the best investment bankers, M&A attorneys, and advisors in their industry. A former entrepreneur with multiple exits—including deals with Microsoft and CBS—Sullivan is on a mission to leve...

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Watch Here: https://youtu.be/pnMxKKPCBQM About the Guest(s):   Jerome Myers is a dynamic leader and the founder of Exit to Excellence, a consultancy focused on helping business owners transition from their companies with both confidence and a sense of purpose. Previously, Jerome built a successful $20 million division for a Fortune 550 company. Post-corporate life, he ventured into real estate, si...