This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * My guest today is Collin Hathaway, the Founder of Skylight...
Jun 19, 2025•1 hr 20 min•Season 12Ep. 6
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by B oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * When evaluating a small business to acquire, to suggest...
Jun 05, 2025•18 min•Season 12Ep. 5
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Today's guest, John Ratliff, is a lifelong entrepreneur who fo...
May 22, 2025•1 hr 27 min•Season 12Ep. 4
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by B oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * If you have ever had to decide how to price a product or a ...
May 08, 2025•1 hr 20 min•Season 12Ep. 3
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This week, I'm joined by Dr. Sherry Walling, a clinical psychologi...
Apr 24, 2025•59 min•Season 12Ep. 2
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by B oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * One of the most common investment theses among acquisition entr...
Apr 10, 2025•1 hr 31 min•Season 12Ep. 1
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This week, I attempt to educate listeners on several non-obvious consi...
Mar 28, 2025•1 hr 17 min•Season 11Ep. 10
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by B oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * Today’s episode is all about Hiring, and we’ve managed to secure on...
Mar 13, 2025•1 hr 11 min•Season 11Ep. 9
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Across all known search funds since the inception of the model in the 1980...
Feb 27, 2025•1 hr 23 min•Season 11Ep. 8
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years *Raam Jani is one of the most experienced lawyers in the Search Fund ecosy...
Feb 12, 2025•1 hr 29 min•Season 11Ep. 7
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * As an American searcher, are you aware that you might be able to receive $10M+...
Jan 30, 2025•1 hr 11 min•Season 11Ep. 6
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * Dr. Daniel Crosby is a behavioral finance expert, the Chief Behavioral Offic...
Jan 16, 2025•58 min•Season 11Ep. 5
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * The "long term hold” strategy is one that has received an increasing amount of att...
Jan 02, 2025•1 hr•Season 11Ep. 4
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Archimedes said “Give me a lever long enough, and a place to stand, and I will move the earth.” Though the concept of leverage is most commonly associated with the use of debt to finance the acquisition or operations of a company, there are countle...
Dec 19, 2024•15 min•Season 11Ep. 3
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Want to know what it's like to work with me as an investor? Check out our testimonials page here . * Those who have never run a rapidly growing company are unlikely to appreciate the operational challenges associated with doing so. Indeed, whil...
Dec 05, 2024•1 hr 18 min•Season 11Ep. 2
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Want to know what it's like to work with me as an investor? Check out our testimonials page here . * Franchise ownership is an entrepreneurial path that remains under-discussed and under-explored within the small business community. Yet, for the ri...
Nov 21, 2024•1 hr 12 min•Season 11Ep. 1
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Want to know what it's like to work with me as an investor? Check out our testimonials page here . * Back by popular demand today, for his second tour of duty on the podcast, is Brent Beshore. Brent is the Founder and CEO of Permanent Equity , a privat...
Nov 07, 2024•1 hr 15 min•Season 10Ep. 10
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * Want to know what it's actually like to work with me as an investor? Check ou...
Oct 24, 2024•24 min•Season 10Ep. 9
This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Properly managing the relationship with the outgoing seller is likely to be...
Oct 10, 2024•1 hr 28 min•Season 10Ep. 8
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * Rich Manders has done almost everything that an entrepreneur and CEO can conceiva...
Sep 26, 2024•1 hr 26 min•Season 10Ep. 7
This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Today I am thrilled to welcome Carl Richards to the podcast. Carl has spent dec...
Sep 12, 2024•54 min•Season 10Ep. 6
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * As an entrepreneur myself, it’s clear to me that in some ways the realities of my cho...
Aug 29, 2024•1 hr 5 min•Season 10Ep. 5
This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Today I'm joined by Dr. Bill Hudenko, an Assistant Professor of Clinical Psycholo...
Aug 15, 2024•1 hr 12 min•Season 10Ep. 4
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * My guest today is Jim Vesterman, currently a lecturer at the Wharton School at the Univer...
Aug 01, 2024•1 hr 26 min•Season 10Ep. 3
This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * During my ~10 years as a searcher and CEO, I had an endless number of commercial prob...
Jul 18, 2024•32 min•Season 10Ep. 2
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * Based on my own experience as a software CEO, I think that Product Management is one of the m...
Jul 04, 2024•1 hr 6 min•Season 10Ep. 1
This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Though it is correct to suggest that all acquisitions are funded through some combination...
Jun 20, 2024•28 min•Season 9Ep. 10
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * I recently published a blog post, Why You May Want to Reconsider Your Industry Roll-up Strategy ,...
Jun 06, 2024•1 hr 26 min•Season 9Ep. 9
This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Today’s episode is all about participating in brokered transactions, and working with brokers m...
May 23, 2024•1 hr 7 min•Season 9Ep. 8
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * Though pursuing the consolidation of an industry is not necessarily a new thesis within the search fu...
May 09, 2024•20 min•Season 9Ep. 7
