Episodes

Dave Lowell is a different breed of a Financial Planner. He helps you design your financial plan around your lifestyle AND NOT the other way around. You want to build an awesome business while living an awesome life. We dive ...

Elliott Holland is a legend in the space and covered due diligence on hundreds of companies. He’s down to earth and gives us a playbook for buyers to avoid mistakes. We dive into… The 5 biggest mistakes when buying a company ...

Ujwal Velagapudi bought a sports bar while keeping his day job. It was nuts. No bartender 1 hour before opening on his 1st day. Put an ad on craigslist and luckily someone showed up a few minutes before opening to handle it. ...

Joe Valley is a serial entrepreneur, EXITpreneur, author, advisor, and partner at Quiet Light Brokerage, one of the leading online-focused M&A firms in the world. He has built, bought, and sold over a half dozen companies of ...

Why do people sell a perfectly good business... Other projects Take money off the table Bored Buy a house Start / buy another company ENTIRE network is in one company - diversify In over their heads No time Tax timing Family ...

Trevor Ewen is a software engineer and entrepreneur. He and his partner are searching for technology-based companies while also supporting other searchers with code review and other technology. We dive into… — Technical evalu...

Ken Greene is an engineer turned finance guru. He was forced into finance and embraced it. He believes business acquisition is underrated (duh) and also why coaches are necessary in all aspects of life. Ken learned the hard w...

Jen’s Acquisition Update. Husband lost his job Partner is gone How she is structuring a tricky seller-financed deal Down payments Growth opportunities AND WHY you need to get so creative as an entrepreneur. “Entrepreneurs are...

Sam Whitney was on the podcast in January and had such a cool entrepreneurial journey. He’s selling his company so we do a short episode on what he has learned about taking his company and putting it up on the market. The goo...

Josh Kim bought 3 businesses by age 20. That’s nuts. He graduated high school at 16 and went straight to college. Josh bought home health and hospice companies and then started to grow through acquisition. We dive into… — How...

Luke Hohmann started a business because of a war. He focused his company building on customers first and let the chips and revenue solve problems. We dive into… How to build a business to sell Shifting from consulting to buil...

I dive into the 4 types of luck, 100% accountability, and how luck has played a role with 2 big successes of mine. Moving into an apartment in college and starting this podcast. Blind luck Luck from hustling Luck from prepara...

Jacob Erdei has done it all in the online business space. In his words, he hit a lot of singles and it turned out well. Jacob is in the middle of creating a 3PL which is so rad. We dive into… Carpet Cleaning to Computer Repai...

Simon Stock is one of the best follows on Twitter based on his stock analysis, inflation breakdowns, and how the economy works. He took his business profits and invested them in the stock market for passive income through div...

How to find a business partner...I breakdown the good, the bad, the ugly in working with partners. I dive into... - Network is crazy. - Everyone knows what you're doing... - Align Vision / Goals - Complementary Skills - Handl...

John bought his family’s plumbing company and has since bought 5 other companies which led to over 900% revenue growth. We dive into: — Buying a Family Business + Valuations — Doubling his business overnight through Acquisiti...

Lisa Forrest has been doing SBA loans for decades. She has seen it all. Lisa is hyper-focused on this searcher community and specializes in getting deals done with searchers, which is you. That's why you are listening. We div...

Freddy scaled his commerce brand to 7 figures while living abroad in Mexico City. He then sold it to focus on building/acquiring his next business. We dive into: Building a network around you with like-minded people Putting y...

Jenn and Ryan dive into the state of the market, what they are looking for, what they are avoiding, and how to stand out. Spoiler: Jenn and Ryan are actually approaching the market differently. Episode Resources Connect with ...

Will Taylor Jr. is a fantastic entrepreneur. He walked into a gym to join it and ended up buying the gym instead. We dive into... — Being the dad that’s in the memory book — Working with your spouse — How to start your busine...

We hired a CEO for our business. Life changes. Goals change. My partner and I over the past 2 months have had other opportunities start to take massive amounts of time. I dive into how we hired them, how we tested working wit...

I dive into tactical ways to find an off-market business for sale. You are positioning yourself as the solution for people to retire. You are their retirement. Reach out to 5-10 owners Make sure you want this lifestyle / solv...

Matt Remuzzi started CapForge, wonderful bookkeeping, and CPA firm. He has helped 100’s, maybe 1000’s of buyers and sellers with their books. I started to use them when I bought a business that had their books done by them. I...

Peter Lohamnn is amazing. He transitioned from a great career as an engineer and focused on building out his real estate portfolio. Peter then doubled down on his property management company. We dive into: - How to find a par...