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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Watch Here: https://youtu.be/zuaUASJPx5U About the Guest(s): Matt Duckworth is the CEO and founder of Rhapsodi, a financial services firm based in Little Rock, Arkansas. Duckworth has an extensive background in finance, starting from an unexpected entry into the field from music composition. His career transitioned into investment banking and fract…
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E257: What Does It Take to Close a Deal? Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED
55:39
Watch Here: https://youtu.be/7RGrazKlnlo About the Guest(s): Jordan Wagner is the CEO and founder of the Exit Group, a firm specializing in assisting private equity firms and large corporations in acquiring businesses. With a career grounded in experience gained from working at a competitor straight out of college, Jordan has established himself as…
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Watch Here: https://youtu.be/WoGbc3tqQFs About the Guest(s): Adam Coffey is a renowned CEO specializing in running private equity companies, a best-selling author, and a veteran in the business industry. He has led three national and international companies, resulting in over $2.5 billion in exits. With a robust background including engineering and…
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Watch Here: https://youtu.be/KmN6M2salZw About the Guest(s): Charlie Panayi is an accomplished international speaker and entrepreneur hailing from a Greek Cypriot family, who made his mark in the real estate and private equity sectors. Growing up in North London, Charlie aspired to financial independence from a young age. He achieved millionaire st…
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E254: Unlock the Secrets Behind Business Valuations: What Every Owner Needs to Know Before Selling
58:43
Watch Here: https://youtu.be/otQ8R7xNfNg About the Guest(s): Gregory Caruso is a seasoned business valuator with over 40 years of experience. Holding both a JD and CPA, Gregory is licensed in the state of Maryland. His extensive background includes 10 years in a family home building operation and significant experience in business brokerage and val…
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Watch Here: https://youtu.be/dAn4eQ8-rBI Contact info: David Green: https://www.linkedin.com/in/thedavid-green/ Lord Luke Hammond: https://www.linkedin.com/in/lordlukehammond/ Sten André Rigedahl: https://www.linkedin.com/in/stenandrerigedahl/ Clémence Kopeikin: https://www.linkedin.com/in/clemence-kopeikin/ Thomas Emerald White: https://www.linked…
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Watch Here: https://youtu.be/ifppR-5Ntxk About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. With a rich background in private equity, mergers and acquisitions, Branden has honed his expertise by working with various sectors including healthcare and rea…
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E252: How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts
54:28
Watch Here: https://youtu.be/F2BN0d4dmn0 About the Guest(s): Issac Qureshi is the founder and owner of Bauer, a mergers and acquisitions (M&A) firm specializing in e-commerce. With roots in the banking sector, Issac began his career at Royal Bank of Scotland Group. He was the youngest board member and played a key role in significant acquisitions s…
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Watch Here: https://youtu.be/mK3LBx9ZaSw About the Guest(s): Nicholas Hulewsky is a seasoned entrepreneur and investor with a rich background in healthcare and mergers and acquisitions. Growing up as the son of an immigrant in a large and financially struggling family, Nicholas learned the value of hard work and opportunity at an early age. After a…
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E250: Building a Digital Empire: Michael Swigunski’s Journey from Digital Nomad to SaaS Entrepreneur
55:10
Watch Here: https://youtu.be/nzE62t8SFHU About the Guest(s): Michael Swigunski is a global entrepreneur, author, TEDx speaker, and digital nomad. As an early employee at Empire Flippers, he contributed to its growth into a leading platform for buying and selling digital assets. With over a decade of experience, Michael has traveled to 100+ countrie…
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Watch Here: https://youtu.be/tSvCuEJhSW4 About the Guest(s): Rich Hall is a seasoned Certified Exit Planning Advisor (CEPA) and author of "The Exit Planning Journey." He has a robust background in leading businesses through turnaround scenarios and rapid growth. With an extensive career journey that began in Atlanta, Georgia, Rich has been instrume…
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E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit
56:34
Watch Here: https://youtu.be/77Cz6c646sY About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million. Currently, he holds the position of Senior Director at SRS Acquiom, where he leverages his ext…
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Watch Here: https://youtu.be/bzKgIMO1E9A About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. With a background in finance and accounting from his time at Deloitte, Ryan has built his expertise in business valuation. He is the founder of Peak Business Valuation, a firm dedicated to p…
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Watch Here: https://youtu.be/_Rlb0ajSBFw About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M\&A) professional with extensive experience spanning multiple industries and transaction levels. Lane has owned and operated various businesses, including banks and wealth management firms. He serves as an M\&A advisor, professor at So…
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Watch Here: https://youtu.be/Rs3517tMrKY About the Guest(s): Jules Brenner is a dynamic entrepreneur and the founder of Industrial Succession, a company specializing in the acquisition and roll-up of industrial manufacturing businesses in California. With a background in mechanical and aerospace engineering from Brooklyn, New York, Jules has a uniq…
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E244: Exit Strategy 2.0: Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling
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Watch Here: https://youtu.be/DeV-vW3d6-0 About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm that helps businesses become more attractive to buyers. Starting as a Scottish Chartered Accountant, Ian moved into mergers and acquisitions, with over 15 years in investment banking in London, leading numerous succe…
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Watch Here: https://youtu.be/wRejWIStEzw About the Guest(s): Ray Drew is a distinguished SBA lender with a career spanning over a decade. Beginning his journey at the young age of 22, Ray has carved a niche for himself in the small business financing sector, emphasizing SBA 7(a) loans. Throughout his career, he has facilitated millions in financing…
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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
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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
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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
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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
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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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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
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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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(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
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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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