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 s ...
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E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success
52:01
Watch Here: https://youtu.be/dpT1WeGasRQ About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). He has a strong background in mergers and acquisitions (M\&A) from his corporate life, including travel and transactions across Europe. Post-COVID, Steve pursue…
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E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets
54:47
About the Guest(s): Danny O'Neill: Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. Hailing from Scotland with ties to Ireland, Danny has diverse experience in turning around small businesses. He kickstarted his entrepreneurial journey by aiding in the acquisition and sale of a sensory deprivation tank busines…
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About the Guest(s): Jeff Durso is a seasoned entrepreneur and startup veteran who has successfully founded and exited multiple companies. Graduating during the dawn of the .com era, Jeff has navigated the tech and startup world, creating notable companies like destinationweddings.com. Jeff’s expertise lies in understanding and executing product-mar…
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E239: The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale
55:29
Watch Here: https://youtu.be/K-IG8lpJqa8 About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning. With a robust background encompassing military service, banking, and accounting, Christine has amassed substantial expertise in mergers and acquisitions. She is particularly noted …
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E238: Overcoming Setbacks: How Landon Mance Mastered Industrial Service Business Acquisitions
56:18
Watch Here: https://youtu.be/sm-iJUxdb30 About the Guest(s): Landon Mance: Landon Mance is the co-founder of Backbone Planning Partners and a seasoned acquisition entrepreneur. He has a strong background in wealth management, particularly focusing on helping small and medium-sized business owners grow their enterprises and maximize value. Landon is…
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Watch Here: https://youtu.be/4JbdUbvj5JI About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space. With a rich history in building and exiting businesses, Simon successfully bootstrapped his last startup, Gazelle AI, and led it to an a…
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E236: Buying a Flat Pack Business: Challenges, Triumphs, and Lessons Learned in Acquiring a Business
1:00:41
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Watch Here: https: //youtu.be/wJTXbfql96E About the Guest(s): Mark Moodley: Mark resides in Australia and has been deeply involved in small business operations, buying and selling entities. He has an extensive background working for a European car manufacturer and has transitioned into mergers and acquisitions after completing courses from well-kno…
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Watch Here: https://youtu.be/MDgtE2BSinM About the Guest(s): Brian Shields is a seasoned acquisition entrepreneur with over 15 years of experience in investment banking, private equity, and business acquisition and management. After starting his career in New York's fast-paced financial sector, Brian transitioned into operations, gaining hands-on e…
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E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition
54:30
Watch Here: https://youtu.be/bRZRLAASZO0 About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. Boasting over 20 years of entrepreneurial experience, Christine has built, sold, exited, acquired, and merged numerous businesses. She focuses on helping owners of digit…
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E233: Guide to Sourcing Deals and Increasing Deal Flow for Business Acquisitions with Expert Tips
54:32
Watch Here: https://youtu.be/dsTN_j_pIAY About the Guest(s): Conner Young is the co-founder of Kairo Data, a company that focuses on helping investors and searchers source and find business deals. Conner has a diverse background in traditional investments, having worked with various investment firms managing portfolios, trading, and offering wealth…
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Watch Here: https://youtu.be/yPVBN0SOG14 About the Guest(s): Nate Ginsburg is a seasoned entrepreneur with an impressive track record of building and acquiring businesses. He is the owner of Centurica, which provides due diligence and quality of earnings services, and SellerPlex, a full-service Amazon agency. Recently, he co-founded NTMK Logistics,…
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E231: Inside the Acquisition Process: How Reg Zeller Scaled CaneKast to a Multi-Foundry Empire
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1:05:39
Watch Here: https://youtu.be/6DbRyX6Ntk8 About the Guest(s): Reg Zeller is the CEO and founder of CaneKast, a company specializing in non-ferrous foundries, primarily dealing with aluminum but also handling brass, bronze, and zinc. With a comprehensive 17-year background in corporate manufacturing and a focus on scaling operations through innovativ…
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Watch Here: https://youtu.be/UceNs5WwLCI About the Guest(s): Karl Hughes is the founder and creator of Draft.dev, a technical content marketing agency. With a background in mechanical and software engineering, Karl has propelled his career forward by venturing into content marketing and company acquisitions. He has extensive experience with venture…
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E229: Scaling Up: Coastline Academy's Acquisition Strategy Secrets for Entrepreneurial Success
52:02
Watch Here: https://youtu.be/QjuxhjOAlBM About the Guest(s): Nigel Tunnacliffe is the CEO of Coastline Academy, a national driving school dedicated to eradicating car crashes through high-quality education. With a tech background and an MBA from Oxford, Nigel merges innovative business strategies with practical driver's ed solutions. Under his lead…
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E228: Acquiring an IT MSP: Strategies, Overcoming Challenges, and Ensuring a Smooth Transition
47:44
Watch Here: https://youtu.be/Oiz8SmK_ZVs About the Guest: Nick Akers is the CEO of STL Communications, an IT managed service provider, with extensive experience in mergers and acquisitions. With a technical education and background in the specialty chemical sector, Nick has co-founded a venture capital-funded startup and worked with private equity …
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E227: Connor Pera Discusses Journey to Acquisition Entrepreneurship and Growing The Print Authority
43:43
Watch Here: https://youtu.be/nt8joaIOv5s About the Guest(s): Connor Pera is an accomplished acquisition entrepreneur specializing in commercial printing services. After earning his business degree from Penn State and an MBA from Chicago, Connor worked in financial services and marketing before venturing into entrepreneurship. He currently runs "The…
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E226: Morli Desai Discusses Her Journey in Acquiring and Revitalizing a Skincare E-commerce Business
45:22
Watch Here: https://youtu.be/pVdjC2400Bk About the Guest(s): Morli Desai is an accomplished entrepreneur and the founder of Amaira Natural Skincare. With an MBA from Wharton and a diverse background that includes working on Wall Street and with Medtronic, Morli embodies a rich blend of analytical prowess and marketing expertise. Influenced by her m…
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E225: Acquisitions and E-Commerce: A Success Story from QVC Sales to Disc Golf Entrepreneurship
45:32
Watch Here: https://youtu.be/2Tbjl960u4E About the Guest(s): Martin Bispels is an experienced entrepreneur and marketing expert with a background in e-commerce, sales, and business development. Starting at QVC in TV production and sales, he developed a strong understanding of consumer behavior. He later founded a consulting firm and acquired Upper …
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Watch Here: https://youtu.be/ZOvf5bIg6BE About the Guest(s): Caroline Chapdelaine is the CEO and Co-Founder of North Star Photonics, a company specialized in defense manufacturing technology, specifically focusing on photonics and fiber optic gyroscopes. With a rich background in military intelligence as an officer in the U.S. Army, Caroline has ex…
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E223: The Pilot Project: A Solution For First Time Buyers to Buy Lower Markets and Sell A Roll-Up
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1:02:27
(RE-UPLOADED) Watch Here: https://youtu.be/f7lSzU7s13k About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. He has a rich history working with prominent organizations like BP, Honeywell, and General Motors, managing complex engineering and construction projects…
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Watch Here: https://youtu.be/7yv4lBmHPqg About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. Since 1998, Paul has built and sold multiple companies, establishing his presence in the commercial real estate finance space. He is the author of "Unlease Your Business: Unlock W…
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Watch Here: https://youtu.be/Fp0i_V5iyU0 About the Guest(s): Michael Mufson is a seasoned investment banker with a career spanning several decades. He started working for a U.S. Senator before transitioning to Ernst and Young in their consulting group. Holding a CPA and an MBA from George Washington University, Michael has been key in underwriting …
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E220: From Corporate to Trailers: Shane Ehrsam Discusses His Journey to Trailer Dealership Ownership
55:23
Watch Here: https://youtu.be/BC2JA35P67s About the Guest(s): Shane Ehrsam, a seasoned business operator specializing in B2B mergers and acquisitions, began his career in entrepreneurial management. After eleven years in an industrial uniform company, he pivoted to business ownership in 2021 by acquiring a three-location trailer dealership in Dallas…
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E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers
59:14
Disclaimer: Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies in select industries of focus: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industries of foc…
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Watch Here: https://youtu.be/2ggutbZru4M About the Guest(s): Nathan Lenahan is an experienced entrepreneur and former military professional. After serving in the army for six years, including multiple tours in Iraq, Nathan pursued a career in real estate investing and obtained an MBA from the University of Texas at Austin. He has since started and …
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Watch Here: https://youtu.be/WxboHZiZZwc About the Guest(s): George Moulos is an entrepreneur and the founder of Ecommerce Brokers, a company specializing in buying and selling online businesses, especially within the e-commerce, agency, and SaaS spaces. With a background that ranges from starting businesses at a young age—including Facebook groups…
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Watch Here: https://youtu.be/GOlqbiQ_w9E About the Guest(s): David Lynch is an entrepreneur from the UK who started a business in the healthcare sector. He began his journey by selling mobility and disability products from his spare room. Over the course of 11 years, he grew the business to achieve eight-figure revenue and successfully sold it to a…
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E215: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses
56:07
Watch Here: https://youtu.be/bAiRz22YEBs About the Guest(s): David Barnett is an experienced entrepreneur, consultant, author, and educator in buying, selling, and financing small and medium-sized businesses. With a background in sales and business education, he owned a business broker office before moving into banking. Since 2015, he has provided …
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Watch Here: https://youtu.be/h0j-pszDqAM About the Guest(s): Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries. Hailing from Detroit, Ujwal began his investment journey with a striking purchase in the city's real e…
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Watch Here: https://youtu.be/EWiuR9dzyVM About the Guest(s): Carl Allen, a seasoned M&A professional with over 30 years of experience, began his career in investment banking at 21 with Bank of America. He's worked with industry giants like GE and Hewlett Packard, and boasts a background in private equity. Holding degrees in civil engineering and an…
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E212: Alliances for Acquisition: Christopher Wick Shares the Power of Partnerships in Deal Flow
58:28
Watch Here: https://youtu.be/sAqVSmrl9K4 About the Guest(s): Christopher Wick, a seasoned entrepreneur and acquisitions expert at only 35, has closed an impressive 32 deals. Beginning his career in marketing and social media consulting, Wick helps businesses harness platforms for growth. Inspired by Richard Branson and Warren Buffett, he transition…
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E211: Strategic Staffing: Nathan Hirsch's Key to Scaling Businesses through Effective Team Building
54:48
About the Guest(s): Nathan Hirsch, a seasoned entrepreneur, excels in online businesses, strategic growth, and operations. Co-founding FreeeUp, a freelancer marketplace successfully exited in 2019, he's adept at acquiring top talent through optimized hiring. His latest ventures include Outsource School, educating on virtual team management, and Eco…
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E210: Strategic Real Estate: Mergers, Acquisitions, and Business Roll-Ups for Maximum Return
51:01
Watch Here: https://youtu.be/_vP2-ZqR6RE About the Guest(s): Dan Taylor is an experienced professional specializing in real estate strategies that set him apart from conventional practices. At the age of 58, he brings a wealth of knowledge in mergers, acquisitions, and business ownership, blending his passion for deal-making with real-life experien…
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E209: Building Bridges, Closing Deals: Mastering Rapport & Zero Down Strategies w/ Matt Bodnar
56:28
Watch Here: https://youtu.be/TsR70CCiXjE About the Guest(s): Matt Bodnar, a rising star in mergers and acquisitions, has a diverse background that spans from Goldman Sachs to entrepreneurship. After purchasing his first IT service business post-college, he honed his deal-making skills, culminating in the establishment of his holding company, Eidolo…
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. About the Guest(s): Brandon Knowlden is an entrepreneur with a rich background in both the advertising industry and the world of manufacturing. He kicked off his career at the early age of 13, working in his father's man…
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E208: What Makes a Website Valuable? Uncovering the Secrets of E-Commerce M&A with Justin Harris
55:00
Watch Here: https://youtu.be/hebyR7iJjdE About the Guest(s): Justin Harris is a seasoned M&A expert, specializing in website and e-commerce acquisitions. With diverse experience spanning nonprofit work, a major security firm, and entrepreneurial ventures in software and leadership development, he offers a distinctive blend of business acumen and in…
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Watch Here: https://youtu.be/esaYQ-iAwjo About the Guest(s): Tina Bradley is a seasoned entrepreneur with a rich background in various business ventures, starting from her entrepreneurial journey at the age of nine. With hands-on experience in multi-level marketing, building an animal charity, and running approximately 200 monetized websites, Tina'…
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E206: Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy
1:02:13
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1:02:13
Watch Here: https://youtu.be/_ZUXTvjbJxQ About the Guest(s): Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build." His expertise encompasses buying and growing businesses successfully over the decades. As a seasoned acquisition entrepreneur, Walker has acquired over nine…
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E205: Raising Capital for Acquisitions: Funding Sources to Finance Your Dream Deal w/ Parnell Speed
52:03
Watch Here: https://youtu.be/chVnc3cyTew About the Guest(s): Parnell Speed is a seasoned professional with a background in engineering and experience in the real estate sector. After navigating the challenges of accessing capital in his own ventures, Parnell identified a widespread need for trustworthy guidance in securing funds. Transitioning into…
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Watch Here: https://youtu.be/alOKUhhuu1s About the Guest(s): Sam Turner, from the UK, is an experienced professional with a 22-year career in the travel industry. With a strong finance background, Sam served as the Financial Director (FD) of a significantly large business owned by private equity, engaging in the integration of acquired competitors …
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E203: Scaling to a Billion: Ross Turner on Raising Capital, Building High Performing Teams & More
1:03:15
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/dpdRmtIoYo4 About the Guest(s): Ross Turner is a seasoned digital marketing expert with over 18 years of experience in the industry. He has a background in direct response marketing and has w…
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E202: M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells
52:46
Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/LVI5G-HJDmY About the Guest(s): Dominic Wells is an accomplished entrepreneur and the CEO of Onfolio, a publicly traded company specializing in the acquisition of online businesses. Located i…
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E201: Trading Treadmills for Acquisitions: Reid Tileston's Journey to Entrepreneurial Success
56:05
Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/L4aiz8cZQCU About the Guest(s): Reid Tileston, a seasoned professional with a fascinating background in finance and a passion for fitness, shared his journey on the How2Exit podcast. Born to …
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/HG8oQJeVZLA About the Guest(s): Patrick O'Connell is an experienced mergers and acquisitions (M\&A) advisor with a profound depth of knowledge in buying and selling small businesses valued be…
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/jBvCc1tEX4s About the Guest(s): Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. As an Air Force veteran, Ralph's technical …
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E198: Unlocking Business Exits with ESOPs: Exit Strong with Employee Ownership with Michael Bannon
55:50
Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/Ww8doNzUEJs About the Guest(s): Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity. His career began in a fund-of-funds sector …
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E197: E-commerce & SaaS Acquisitions Financing: Expert Stephen Speer on Funding Your Business Dreams
45:45
Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/dgmKbXljveY About the Guest(s): Stephen Speer is a seasoned lending expert with a specialization in business acquisitions financing. Bringing with him the wisdom that comes with a long-standi…
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/Vsd7QwbCATw About the Guest(s): Mike Moyer is an entrepreneur, author, and award-winning speaker. He is the author of "Slicing Pie" and "Will Work for Pie," among other books. With a backgrou…
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/z2bs0opYZmo About the Guest(s): Ignacio Villanueva is the VP of Origination of Boopos, a finance company that specializes in providing capital for subscription-based businesses. Originally fr…
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Today's Primary Sponsor is Snowball - www.Snowballclub.com - A private community of entrepreneurial investors helping each other. Watch Here: https://youtu.be/Nu8n47rijqM About the Guest(s): Richard Tunnah is an experienced entrepreneur and mergers and acquisitions expert. With a diverse background in various industries, Richard has successfully bu…
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