Ronald P. Skelton

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

Business EN ↓ 299 episodes

Welcome to How2Exit, the premier podcast for entrepreneurs, advisors, and everyone in between who wants to dive deep into the world of buying, growing, and selling small businesses valued below $20 million. Our mission is to equip you with the insights and strategies you need to succeed in the small business M&A space. Join us as we talk to the best in the industry and explore the full process of buying, growing, and selling businesses. You'll gain invaluable knowledge from interviews with successful entrepreneurs who have navigated the M&A journey and experts who offer their wisdom on sourcin...

Author

Ronald P. Skelton

Episodes

E166: CEO Andrew Swiler Shares His Experience Acquiring and Turning Around Lanteria 06.12.2023 45:58

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/mqUo2JryOY4 About The Guest(s): Andrew Swiler is the CEO of Lanteria, a company that provides HR management software built on the Microsoft ecosystem....

E164: The Future of Consumer Products and E-commerce: Insights from Jason Somerville 29.11.2023 51:48

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/r5lZ-0nTrQQ About The Guest(s): Jason Somerville is the founding partner at GW Partners, an investment banking firm that specializes in helping consum...

E163: M&A Through The Eyes of The Strategic Acquirer with Scott Kaeser 24.11.2023 51:17

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/OWX6YChEVaA About The Guest(s): Scott Kaeser is the Chief Development Officer for Tarian Security. With over 15 years of experience in corporate devel...

E162: Reconciled CEO Michael Ly Shares Lessons Learned from Acquiring Accounting Firms 22.11.2023 53:45

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/PLobQZTd4vc About The Guest(s): Michael Ly is the CEO of Reconciled, a company that provides bookkeeping and accounting services to small businesses a...

E161: Joanna Oakey: Navigating Emotional Dynamics in M&A Deals 17.11.2023 55:48

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): Joanna Oakey is an author, attorney, and podcaster specializing in mergers and acquisitions for small to medium-sized enterprises (SMEs). With over 20 years of experien...

E160: F. E. International CEO Thomas Smale Discusses Buying and Selling Companies 15.11.2023 54:18

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): Thomas Smale is the founder of F.E. International, a technology M&A firm that specializes in buying and selling tech companies. He has been in the mergers and acqui...

E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey 10.11.2023 53:56

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/zHcdskIRd9M About The Guest(s): Adam Coffey is a veteran U.S. Army soldier, engineer, and pilot. He spent 10 years at General Electric and then went o...

E158: The Importance of Building Relationships in Business Deals with David Green 08.11.2023 51:53

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/tly-OCfjzRc About The Guest(s): David Green is an investor and entrepreneur with a portfolio of seven different businesses. He is known for his expert...

E157: Elizabeth Knopf, M&A Investor and Growth Expert Shares Strategies for Success 03.11.2023 50:20

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/L0jOtyoU0ss About The Guest(s): Elizabeth Knopf is an M&A investor and growth expert with over 15 years of experience in the tech industry. She ha...

E156: E156: How to Sell My IT/MSP Company: Insights from Tim Mueller 01.11.2023 55:46

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/nPYwcIMAyg8 About The Guest(s): Tim Mueller is the President of IT ExchangeNet, a subsidiary of Martin Wolf M&A Advisors. With over 25 years of ex...

E155: OG Of SearchFunds, Created and Teaches ETA for Stanford GSB Shares ETA Success 27.10.2023 59:31

"This episode was brought to you by Reconciled.com. Helping Mergers and Acquisition Entrepreneurs just like you with Bookkeeping, fractional CFO, Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): David Dodson is a retired investment banker, investor, and CEO of multiple companies. He is also the author of "The Manager's Handbook," a best-se...

E154: Jeffery Oboy of Paratus Capital Shares his Search for the Right Business Acquisition 25.10.2023 48:21

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): Jeffery Oboy is the founder of Paratus Capital, a search fund focused on acquiring and operating small to medium-sized businesses. He has a background in running and gr...

E153: Patrick Dichter Shares Lessons Learned from Acquiring Accounting Firms 20.10.2023 46:36

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/KSwlfTN-Dmw About The Guest(s): Patrick Dichter is the owner of Appletree Business Services, a small business accounting firm that specializes in book...

E152: Austin Linney, Investor and Entrepreneur Discusses Buying and Growing Businesses 18.10.2023 52:10

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/MN7b1dGAuEI About The Guest(s): Austin Linney is an investor, entrepreneur, and mindset coach. He has a background in real estate and currently owns a...

E151: Della Kirkman, CPA interviews Alexis Grant, Insights on Building and Selling Online Businesses 16.10.2023 44:17

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest Host: Della Kirkman, CPA In less than 10 years, she went from a single mom serving tables at Cracker Barrel, to buying her first business, growing it, and selling it to ach...

E150: David Bateman: From Failed Businesses to Successful Deal Maker and Sourcing Expert 13.10.2023 57:32

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): David Bateman is a deal-sourcing expert and co-founder of Just Deal Flow, a company that helps individuals and organizations source off-market deals for mergers and acq...

E149: Bill Snow: Author, Mid-Market Investment Banker and Mergers and Acquisitions Expert 11.10.2023 58:07

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): Bill Snow is an author and mid-market investment banker with over 20 years of experience in mergers and acquisitions. He is the author of "Mergers and Acquisitions for...

E148: Building a Fun and Profitable Portfolio of B2B SaaS Companies with Kevin McArdle 06.10.2023 59:18

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): Kevin McArdle is the CEO of Big Band Software, a SaaS holding company that acquires and operates B2B SaaS businesses. With extensive experience in the software industry...

E147: Arthur Petropoulos on Helping Companies Sell and Secure Capital through M&A 04.10.2023 56:53

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/M9eUTSE7LMg About The Guest(s): Arthur Petropoulos is the managing partner at Hill View Partners, a firm that specializes in helping privately held co...

E146: Damon Pistulka Discusses Mergers and Acquisitions in the Current Economy 29.09.2023 49:06

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/N2pXfxdgqJo About The Guest(s): Damon Pistulka is the founder of Exit Your Way and has extensive experience in mergers and acquisitions, selling busin...

E145: Dirk Sahlmer Discusses SaaS Group's Acquisition Strategy And Growth Plans 27.09.2023 55:35

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" About The Guest(s): Dirk Sahlmer is the Head of Origination for SaaS Group. He has a background in mechanical engineering and entrepreneurship, and he joined SaaS Group in 2020. Dirk is re...

E144: Dawn Bloomer Helps Service Professionals Plan and Execute Successful Exits 22.09.2023 53:50

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/3N3Bk-JzMtU About The Guest(s): Dawn Bloomer is a business strategist and former veterinarian. With over 20 years of experience as a racehorse veterin...

E143: Robert Nance of Small Biz Acquisitions on the Benefits of their Partnership Program 20.09.2023 55:42

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Watch it on Youtube: https://youtu.be/REsThPG72wk About The Guest(s): Robert Nance is the founder of Small Biz Acquisitions, a partnership program that helps individuals buy their first sm...

E142: Joshua Catlett Shares His Experience in the Private Healthcare Sector 15.09.2023 55:15

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Also Sponsored by www. SmallBizAcquisitions.com/exit - Expert 1:1 mentorship program to help you buy your first U.S. Based Small Business. From training, then funding, and post acquisition...

E141: Navigating the Emotional and Practical Challenges of Business Transitions with Laurie Barkman 13.09.2023 58:37

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com" Also Sponsored by www. SmallBizAcquisitions.com/exit - Expert 1:1 mentorship program to help you buy your first U.S. Based Small Business. From training, then funding, and post acquisition...