Simple 5-Step Mergers & Acquisitions Checklist
Today we are going to talk about Simple 5-Step Mergers & Acquisitions Checklist!

Today we are going to talk about Simple 5-Step Mergers & Acquisitions Checklist!
Today’s guest is Garry Tan from Initialized, a company that focuses on investing in high potential software startups at the seed stage and earlier. From starting with $7 million in assets under management, his company has grown to the point where it currently has over $770 million, and they're starting to create over $100 billion in market value. He's invested in companies such as Coinbase, Opendoor, Flexport, Rippling, Patreon, Ro, and more. Even though Garry has established a name for himself ...
Today we are going to talk about 'How to Fail During an M&A Integration?'
Today we are going to talk about How to Source M&A Deals?
Today’s episode of Leveling Up is a little different as AdSkills Founder Justin Brooke and our host Eric Siu interview each other. Justin has a wealth of experience in the advertising industry, having run an agency for years. In addition to founding AdSkills, he is also known for generating millions of clicks in a day, and his crowning achievement of sourcing 17,000 leads in one day. Tuning in today, you’ll hear about AdSkills, how it is different from other marketing training companies, and how...
Today we are going to talk about M&A Transaction Structures: Asset Sale vs Stock Sale!
Today, Eric gives a rundown of the core questions you should be asking during the due diligence of mergers and acquisitions and the implications of each question. Tuning in, you’ll find out how to ascertain what discounts you can negotiate, what assets you could potentially exclude from the sale, what hidden risks you may be taking on, and if the company’s profitability and future potential are worth the price. This episode will help you decide whether or not you want to acquire a business and n...
Today’s guest is Shawn Merritt the co-founder and CTO of Toucan, a Chrome extension that allows you to learn a new language while you browse the internet. Shaun, together with his other co-founders, found a way to level up the existing habits that people already have by creating a chrome extension that allows users the opportunity to passively learn a language without taking any time out of their day. Tune in to find out how Toucan works, and how it is different from other language-learning plat...
While Twitter may be old, it is one of the places where some of the smartest and most successful people in the world engage with each other, and it is one of the most helpful social media platforms that exists today. In this episode, Eric gives us some tips on how to make the most of it. Tune in to hear about the power of Twitter advanced search, how to use tweet storms, other best practices, and even formatting tips, to help you level up your Twitter reach. TIME-STAMPED SHOW NOTES: [00:19] Why ...
If you’re looking for a new career, this episode is for you! From TikTok to Snapscan, LinkedIn, YouTube, and Podcasts, there have been a lot of developments in social media recently, and these platforms have evolved to the point where there is a need to develop new roles. Today on Leveling Up, Eric gives a breakdown of four new social media careers for 2021 and beyond; roles that even Eric is currently trying to fill in his own business. To find out what opportunities exist for you, or what new ...
A recent report from the Internet Advertising Bureau indicates that US podcast revenues are skyrocketing and are projected to be at over $2 billion by 2023. Today on Leveling Up, Eric breaks down the most important points of this report. Tuning in you’ll hear how the figures in this report relate to Eric’s experiences in podcasting. Find out how brand advertising is approaching parity with direct response and what this means, which content genres are most popular among podcast advertisers, why D...
Today Eric discusses if personality tests are actually helpful from a business perspective. Tuning in you’ll hear about his three favorite personality tests, how they work, and how they differ. Eric gives a breakdown of what these different tests have said about him and compares his personality test results to those of a team member, Noah. Eric explains how these tests can be used to help team members understand each other’s strengths and weaknesses to work well together, as well as identify gap...
How do you start a successful business in the heavily crowded world of CRM? Today on Leveling Up, we talk to Andy Fowler, Cofounder and CEO of Nutshell, a user-friendly sales automation CRM that helps sales reps win more deals with fast onboarding, powerful reporting, and 100 percent free support. He shares some insight into how the business was established, how they developed a reputable sales process for sales automation, and why they made their developers and engineers answer customer calls w...
Today we are going to talk about the Peter Principle and how to avoid it.
Today we are going to talk about the book 7 Powers and how I'm using it for my businesses.
Today we are going to talk why companies should allow side hustles
Today we are going to talk how to hire A-players consistently with this simple hack.
Today’s guest is Mike Adams, Cofounder and CEO of Grain, a SaaS platform that records, transcribes, and shares highlights from Zoom video calls. Mike shares his history in the tech field, how he came to identify the need for a system like Grain, and how he founded it. He also mentions the many uses and benefits of the platform and its integrations with other platforms. As the founder of MissionU, which was shut down shortly after being acquired by WeWork, Mike talks through that process, the acq...
Today we are going to talk about NFT and answer the question Are NFTs Dying?
While book sales are rarely very lucrative, if you use your book to build an audience it can lead to success in other ways. Today Eric talks about the importance of having a strong message and using that message to build an audience. Tuning in, you’ll hear about why you should consider your book’s total addressable market before you write it, how understanding your audience will help you guide your marketing messaging, and how you can use your book to build your audience through other channels. ...
Today we are going to talk How to Actually Make Money From Podcasting?
Why You Should Build Communities, Not Audiences with Tony Whatley In the tech and software industry, there is a lot of skepticism around coaching. Too many people are coaching who haven’t actually achieved their own success. Today’s guest, Tony Whatley, is an exception. Tony is the founder of 365 Driven, a program to help entrepreneurs build and scale their businesses, as well as the author of Side Hustle Millionaire. He tells us how he built a business in the automotive community and sold it fo...
If you have ever thought about writing a book, today’s episode is for you! Eric shares wisdom from his experience of publishing his book, Leveling Up. Tuning in, you’ll hear what you should ask yourself before you write a book, what the publishing process actually entails, and the importance of marketing, as well as the pros and cons of the different publishing models available. While book sales are not a good way to make money, Eric explains the other ways writing a book can help you level up i...
Launchpad Business Case Study: Using One Business To Scale Into Multiple Businesses A launchpad business can be any business without a lot of overhead, where you can use the capital gains to scale into multiple other businesses. Today, we speak with Ben Schneider, CEO, and Founder of Jobmofy, who is doing just that. He tells us about Jobmofy, a premium job platform for remote employees that has made more than €10 million in sales from Facebook ads. He explains what led him to start this business...
Today on Leveling Up, Eric looks at enterprise influencer marketing. He introduces the topic by examining a recent survey of 163 enterprise marketers and their experiences with influencer marketing. Tuning in, you’ll hear about how influencer-created content compares to brand-created content and what kind of success enterprise marketers have achieved through it. Find out what type of influencers you should target, what tool you can use to find them, and which channels you should use. TIME-STAMPE...
How Dan Martell Helps SaaS Founders Grow By 216% on Average Today we talk to Dan Martell, the founder of the Saas Academy, which is currently rebranding as Saas Coach. He is renowned for coaching growth-minded B2B SaaS Founders to achieve their perfect exit and for helping those founders grow by 216 percent on average per year. In today’s episode, he shares openly about his struggles with drugs, the law, and even his weight before he managed to turn his life around and become a millionaire by th...
Why Clubhouse Is NOT The Next Big Thing Despite us investing a significant amount of time on Clubhouse this year, there are good reasons to believe that the new platform will not, in fact, be the next big thing. The chief reasons for this come down to the amount of hours that are necessary to gain any sort of traction, and the competitors that are rising up to challenge Clubhouse in the drop-in audio game. Tune in to hear all about why you can still use Clubhouse, but should avoid going all-in o...
How The Morning Brew Co-Founders Hire The Best Media Talent & Think About The Future Today we speak to Co-Founders Alex Lieberman and Austin Rief of The Morning Brew. This daily email newsletter is an entertaining source of news and information for over three million subscribers. From its small beginnings six years ago, this digital startup has grown to the point where Insider Inc. bought a controlling stake in the company for a reported amount of up to $75 million last year. In the show, Al...
What Are Shoppable Livestreams? In today’s episode, Eric talks about shoppable live streaming, which is a livestream where someone talks about products that viewers can buy. He provides statistics to demonstrate the success of Amazon live streaming and describes some of his own success with selling his book live on Clubhouse. Find out what we can learn from the success of shoppable live streaming in China, the different platforms you can use, and how valuable it can be to those in e-commerce. TI...
Whether you want to be self-employed or create a source of income to fund other projects, there are many good reasons to start your own digital marketing agency. Today, Eric breaks down a step-by-step guide on how you can do this. From reaching out to the people you most want to work with, to creating content to target them, finding work through different sources, and building a network, he covers all the bases. To level up from starting your side hustle to reaching your first 100k, tune in toda...