"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 consumer products businesses grow and sell. With a background in finance and investment banking, Jason bri...
Nov 29, 2023•52 min•Transcript available on Metacast "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 development and mergers and acquisitions, Scott specializes in acquiring and integrating security compani...
Nov 24, 2023•51 min•Transcript available on Metacast "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 and startups. With a background in accounting and finance, Michael has built his company through merg...
Nov 22, 2023•54 min•Transcript available on Metacast "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 experience in the industry, Joanna has a deep understanding of the challenges and opportunities that come wi...
Nov 17, 2023•56 min•Transcript available on Metacast "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 acquisitions space since the early 2000s and has helped thousands of businesses navigate the process of s...
Nov 15, 2023•54 min•Transcript available on Metacast "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 on to become a CEO, building three national empires for different private equity sponsors. He has bou...
Nov 10, 2023•54 min•Transcript available on Metacast "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 expertise in buying, growing, and selling companies. David is passionate about building relationships and ...
Nov 08, 2023•52 min•Transcript available on Metacast "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 has worked in venture capital, hedge funds, and public tech companies, and has a deep understanding of...
Nov 03, 2023•50 min•Transcript available on Metacast "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 experience, Tim specializes in helping IT companies, particularly those in the smaller mid-market, nav...
Nov 01, 2023•56 min•Transcript available on Metacast "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-selling book in the business space. Dodson has extensive experience in the world of small to medium-bu...
Oct 27, 2023•1 hr•Transcript available on Metacast "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 growing businesses, with experience in equity partnerships and international operations. Summary: Jeff...
Oct 25, 2023•48 min•Transcript available on Metacast "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 bookkeeping and tax services for service-based businesses and professional services. Patrick has a backg...
Oct 20, 2023•47 min•Transcript available on Metacast "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 heat and air, plumbing, and electrical company. Austin is passionate about helping others and belie...
Oct 18, 2023•52 min•Transcript available on Metacast "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 achieve a level of wealth and independence she had only dreamed about. Della is the publisher of the Sh...
Oct 16, 2023•44 min•Transcript available on Metacast "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 acquisitions. He has extensive experience in entrepreneurship, sales, and marketing, and has successful...
Oct 13, 2023•58 min•Transcript available on Metacast "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 Dummies" and has worked on various transactions in the middle market space. Bill Snow is currently w...
Oct 11, 2023•58 min•Transcript available on Metacast "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, Kevin has successfully acquired 45 businesses throughout his career. Summary: Kevin McArdle, CEO...
Oct 06, 2023•59 min•Transcript available on Metacast "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 companies sell themselves and secure capital. With a background in law and a passion for business, Art...
Oct 04, 2023•57 min•Transcript available on Metacast "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 businesses, and helping founders build their business legacies. With a background in engineering and manu...
Sep 29, 2023•49 min•Transcript available on Metacast "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 responsible for deal origination and works closely with founders of SaaS companies to explore acquisit...
Sep 27, 2023•56 min•Transcript available on Metacast "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 veterinarian, she understands the challenges and opportunities that come with running a professional servic...
Sep 22, 2023•54 min•Transcript available on Metacast "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 small business in the US. With over 24 years of experience in buying businesses, Robert brings a wealt...
Sep 20, 2023•56 min•Transcript available on Metacast "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 support. About The Guest(s): Joshua Catlett is an investor and advisor in the private healthcare sec...
Sep 15, 2023•55 min•Transcript available on Metacast "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 support. About The Guest(s): Laurie Barkman is the CEO of a privately held company and a certified m...
Sep 13, 2023•59 min•Transcript available on Metacast "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 support. About The Guest(s): Trish Higgins is a partner at Chenmark Holdings, a family-run business ...
Sep 08, 2023•59 min•Transcript available on Metacast "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 support. Krystof Bartos is an experienced investor and entrepreneur with a background in financial a...
Sep 06, 2023•57 min•Transcript available on Metacast "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" Jay D. Rodgers is the entrepreneur's mentor. He has founded and sold numerous successful ventures including Smart Start, now the nation and the world's largest breath-alcohol, ignition-interlock company. Rodgers was the visionary for and cofounder of Biz Owners Ed, a nonprofit organizati...
Sep 01, 2023•49 min•Transcript available on Metacast "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" Richard Parker has been in the world of buying and selling businesses for over 30 years. He has purchased 13 of his own companies and has represented buyers and sellers in the lower market. Richard is the author of the 'How To Buy A Good Business At A Great Price' series, which is a comp...
Aug 30, 2023•1 hr•Transcript available on Metacast Roman Beylin is the Founder and CEO of DueDilio, an online marketplace connecting business buyers with rigorously vetted M&A service providers with a focus on due diligence. Since its launch in 2021, DueDilio has successfully assisted over 300 business buyers in assembling their M&A deal teams. Roman also lends his insights to a wider audience through The Business Inquirer, a popular newsletter he publishes on Substack. Roman explains the process of using DueDilio, from submitting an LOI...
Aug 25, 2023•44 min•Transcript available on Metacast Sam Rosati is the founder of Pursuant Capital and an expert in the ETA (Entrepreneur Through Acquisition) world. He has a background in law and has extensive experience in helping entrepreneurs buy and sell businesses. He discusses the challenges of being an operator and the importance of finding the right operator for a business. Sam also talks about his current Holdco and investment thesis, which focuses on small and medium-sized businesses in various industries. He emphasizes the need for a c...
Aug 23, 2023•49 min•Transcript available on Metacast