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

Dan is a former private equity investor and executive who has been involved in dozens of acquisitions of small/mid-sized companies. He has the unique experience of having seen M&A from a different vantage point - as an investor, and operating partner, a CEO, and now an advisor to private equity firms and their companies. In 2020, Dan founded Accelera Partners to help middle-market PE investors and...

Roland Frasier is an investor and business strategist with over 1,000 acquisitions and exits completed for himself and his clients. His current portfolio includes real estate, restaurants, business and home services, events, eLearning, e-commerce, franchise and SaaS businesses. He has been a principle of 6 different Inc. fastest growing companies and serves on the Stanford University Advisory Boar...

Yury is a seasoned marketer with over 15 years of experience driving growth for businesses. He brings a deep understanding of growth marketing, deal sourcing, evaluation and due diligence to the Onfolio team. Yury is a sought-after speaker on digital trends, profitable business models and acquisition strategy. For Yury, flexibility, transparency and trust are the essential elements of a successful...

Healthcare executive with 30+ year of management experience. Healthcare Leader and Entrepreneur | ex-IQVIA | ex-Deloitte | ex-United Healthcare | ex-Aetna. -------------------------------------------------- Contact Scott on Linkedin: https://www.linkedin.com/in/scott-whitt-9b1261/ Website: www.triadclinicaltrials.com If you’d like additional ways to support this podcast, you can become a patron he...

She is a 30-year + banking industry veteran with expertise in both SBA and Conventional lending products focused on the unique needs of lower middle market businesses. In this capacity, she focuses on Searchfund acquirers of privately held, lower middle market companies using SBA and Conventional loans for transactions up to $50MM in enterprise value. She is widely regarded as one of the industry’...

Lowell is the CEO & Founder of Traction Advising which specializes in helping B2B SaaS companies with greater than $5M ARR get acquired. Lowell’s been a Co-founder/CEO/Chairman, COO of a $120M public company, Startup CRO and Global VP Rockwell. He’s a Global Mentor, Investor, Board member and CEO coach. His current business Traction Advising was started out of his frustration when he was in a buye...

MBH Corporation PLC is an agglomeration of small, profitable companies from around the world. Callum Laing, a dual UK/NZ citizen, has more than two decades of experience in starting, building, buying, and selling businesses in a range of sectors, including recruitment, sport and lifestyle, information technology and telecommunications. He has published three best-selling books on business and has...

For more than 25 years, he has held leadership roles in startups, M&A firms and even government. Prior to ITX, Tim was CEO of Phylogy, a Silicon Valley tech startup offering groundbreaking broadband technology to telephone carriers around the world. In 2010, Phylogy was ranked 243rd on the Inc. 500 list of fastest-growing companies in the United States. The company was acquired by Actelis Networks...

Bruce Marks brings his unique training and experience to help “Searchers” get their transaction to the closing table. He can be the best “value-added resource” to those seeking acquisition financing. “ Bruce helps buyers finance large Goodwill Business Acquisitions” with an enterprise value of $2,500,000 - $8,000,000. Yes, Bruce specialize in SBA Lending, but that is not the thrust of what he does...

His company has purchased six businesses over the last five years, and is in the process of creating a coast-to-coast network of metal casters. The businesses think of themselves as “a startup, inside 60 year old companies, as part of a 6000 year old industry.” The company has averaged 50% growth with plans to continue that trajectory over the next five years, at which point they will turn their a...

From Main Street to E-commerce, Adam Lyons has saved and scaled over 1800+ small businesses since launching The Smart Blueprint in 2020. How? Well, his magic ingredient isn’t actually magic at all, The Smart Blueprint is a 5-step surefire process for business owners — many of whom came to Lyons during the rough times of 2020, (like the Dungeons and Dragons Hobby Shop in Bastrop, Texas, which grew...

Cliff is the author of two books: The Smarter Exit: A growth and exit plan for your business and The Cash Flow Code: 6 keys to unlocking ultimate cash flow He is the CEO of Business By Design, the UK’s leading exit planning advisory company. He is a serial entrepreneur who has started, bought, sold, franchised and licensed numerous businesses and has operated in the retail, education, health and c...

Wayne is a husband, father of 4, founder, CEO, entrepreneur and author. He's a generous soul, a risk taker and an out-of-the-box, against-the-grain thinker & leader. Over the past 20 years, Wayne Mullins has scaled multiple companies and helped hundreds of entrepreneurs do the same with their companies. Wayne influences more than 250,000 entrepreneurs annually through his blog, books and training...

Mineola Search Partners is a firm that invests in Search Funds, the entrepreneurs who run them, and the companies that they acquire. Prior to Mineola, Steve was the CEO of Microdea, a document management and workflow automation software company serving the transportation and logistics industry. Steve acquired the business from its original founders in 2014, and successfully sold the company to a s...

Barry is the Managing Partner of The Kelsey Group, a business coaching and advisory firm in St. Louis, Missouri. He is a certified business coach with The Alternative Board (TAB), an international Peer Advisory and Executive Coaching organization and he is a Certified Growth Coach with the Scaling Up organization where he facilitates strategic planning sessions with leadership teams helping them f...

He has a joint MBA from London Business School and Columbia Business School. Trevor is the CEO of Southport Technology Group: A software development company that specializes in mid-market automation and integration strategies for firms in non-tech industries. Trevor is a partner at Southport Ventures: an acquisitions fund that targets mission-critical, B2B software platforms based in the US and Ca...

Denise Logan knows that to business owners, selling a business is more than a transaction. To them, it is an emotionally fraught period of transition, filled with unexpected highs and lows, with no clear vision of what waits at the end for them and their family. Her passion for this work is colored by her own experience of being an unprepared business owner who made an abrupt and choppy exit from...

She holds the M&AMI (Mergers & Acquisitions Master Intermediary) title, as well as Certified Mergers and Acquisitions Professional (CM&AP) and Certified Senior Business Analyst (CSBA). Michelle also owns many other businesses in several different industries. As a 20-year veteran in the M&A industry, she is regarded as the leading authority on buying, selling, fixing, and growing businesses. Her an...

David works with owners of lower-middle-market software and services companies. His typical client will be the owner of a company having revenue between $3m-$20m and 20-50 employees. His sell-side services cover the entire process of preparing the business for sale through closing. He’ll be with you and your trusted advisors at every step of the journey. -------------------------------------------...

Freddy is a travel hacker. Scaled a 7 figure business and exited in 2019. Also, he started and bought 2 other businesses. He's been an entrepreneur since the day he was born. His passions include anything that a small business owner has to keep up in this day and age including but not limited to: business development (particularly in regards to startups), marketing (especially inbound marketing an...

For over 10 years, he has been a noteworthy leader in the business and startup community. He currently serves as the CEO of BuyAndSellABusiness.com, which he scaled to over $2B in transaction volume. Nunzio has been recognized as a Top 10 Alumni in the Past 10 Years by the Ted Rogers School of Management, where he holds a Bachelor of Commerce. -------------------------------------------------- Con...

Over the last 25 years, Mike has bought, built, and sold multiple businesses. Building his first business was a rewarding challenge, but what really captivated him was selling his first business. But that sale almost didn’t happen. Mike was 10 years in with 50 employees when he found out the business he had built was unsellable. It was devastating. But he moved forward and focused on changing a fe...

Jenny Sutter is a Market President for FranNet, franchise consulting. Jenny works with people who are considering business ownership identify franchise ownership opportunities that meet their criteria. You can think of her as a franchise matchmaker of sorts, matching people with the right franchise. -------------------------------------------------- Contact Jenny on Linkedin: https://www.linkedin....

David Barnett works with people around the world who wish to buy or sell a business. His Business Buyer Advantage program educates, prepares and coaches people through complex buying process from search to transition. Learn more at www. BusinessBuyerAdvantage.com And his How to Sell My Own Business' system educates, prepares and guides business owners through this complex process. Learn more at ww...

After graduating with his Master's degree in Accounting from BYU, Brent moved to Texas to work for Deloitte Tax in their Private Company Services group. Benefiting from exposure to hundreds of privately held businesses, he then decided to leave public accounting to pursue his new career in entrepreneurship. In 2017 he moved to Northern Virginia to start a Freedom Boat Club franchise. Within his 5...