Những podcast Mergers hay nhất (2023)

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E108: Shannon Wilburn: From Struggles To Success - The Journey Of Co-Founding Just Between Friends. 53:12

3d ago53:12

53:12

Shannon Wilburn and Ron Skelton discussed how she started Just Between Friends, a consignment sale business. She began it in 1997 when she was pregnant with her son. Just Between Friends is a franchise system with over 150 stores that generate over $42 million in system-wide sales. Franchising has helped Wilburn share the model and give people the …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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Roland Frasier: Mentor, Investor and Business Strategist - Interview Highlights 14:05

8d ago14:05

14:05

Watch the full interview here: https://youtu.be/wH-zHBle2ZM Roland Frasier is an investor and business strategist with over 1,000 acquisitions and exits completed for himself and his clients. His current portfolio includes real estate, restaurants, business, and home services, events, eLearning, e-commerce, franchise, and SaaS businesses. He has be…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E107: Mark Achler: Venturing Into Venture Capital: An Insightful Look Into The Exit Process. 54:19

10d ago54:19

54:19

In this episode, they talked about Mark's book, Exit Right. The book focuses on how to sell a business. Mark has sold companies as a CEO, invested in over a hundred businesses, and been on dozens of boards. He also shared why some transactions fail, what makes a good client, and more. He wanted to provide real stories and advice to help entrepreneu…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E106: Nate Lind - From Start-Up Success To Selling $100M Worth In Transactions as a Broker - How2Exit 56:34

15d ago56:34

56:34

Nate Lind, is the author of Maximum Exit - The Definitive Guide for Internet & Technology Focused Business Founders and a business broker at Website Closers, the largest marketplace of $1 million to $150 million dollar Internet, Technology and E-commerce businesses. Reading Rich Dad Poor Dad inspired Lind to dream of financial freedom and passive i…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E105: Christian Haack: Discusses Working Strategies To Achieve Your Ultimate Payday - How2Exit. 56:16

17d ago56:16

56:16

Christian Haack is a Business Development and Strategy Consultant. He helps business owners and executives to make their business acquisition ready, investable and sellable. Christian is known as "The Exit Angel" because he prepares and positions SMEs for maximum growth and exits. Christian is on a mission: No business should be closed because it i…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E104: Marc Morgenstern, Author, Mentor and Capitalist: Leveraging 45+ Years Of M&A Experience - How2Exit 57:56

22d ago57:56

57:56

Marc's new book is "The Soul of the Deal-creative frameworks for buying, selling, and investing in any business". He's the Mentor-at-Large for UC Berkeley's $100MM seed fund and $50MM Opportunity Fund and their portfolio companies, and taught Berkeley's "Street Smart Startups" course. He Co-Founded software company Within3 which was sold to global …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E103: M&A Advisor Alex Nghiem: From Tech Burnout To Global Exit Expert - How2Exit. 58:09

24d ago58:09

58:09

Alex Nghiem is a business broker and M&A advisor who specializes in helping digital agencies, B2B consulting firms and SAAS companies exit at $2M and above. He's also a partner in the SAAS Mastermind who helps SAAS companies scale and exit. In his spare time, he enjoys traveling the world, salsa dancing and watching movies. Watch it on Youtube: htt…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E102: M&A Attorney Joe Prencipe Explains When To Use An M&A Lawyer For Protecting Assets - How2Exit 58:47

29d ago58:47

58:47

Joe is an international lawyer who started his career at the number one international M&A and finance law firm, Freshfields Bruckhaus Deringer. Joe also clerked at the Securities and Exchange Commission, worked at Baker & McKenzie, Morgan Lewis Bockius, and the Seattle City Attorney's Office. Joe specializes in mergers and acquisitions and gives cl…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E101: Acquisition Entrepreneur Gia Cilento Talks Roll-Ups In The Chocolate Industry - How2Exit 49:01

1M ago49:01

49:01

Gia Cilento is an acquisition entrepreneur and a co-founder of a couple of projects that I'm working on. In this conversation, Gia shares her origin story and how she got into the space of acquisition entrepreneurship. She started her own project when she was only 8 years old and wanted to make some money for her family. She eventually made her way…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E100: CEO Of Flippa Blake Hutchison Discusses Innovations In Buying And Selling Digital Assets 45:36

1M ago45:36

45:36

Blake Hutchison is the CEO at Flippa, the largest marketplace to buy and sell online businesses. He's seen more entrepreneurs exit than perhaps anyone else and specializes in growth marketing, marketplace dynamics and leadership. Flippa - #1 Marketplace to Buy & Sell Online Businesses -------------------------------------------------- Contact Blake…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E99: CEO Of Axial Discusses Selling Private Companies And The Necessary Preparations - How2Exit 57:22

1M ago57:22

57:22

Peter is the founder and CEO of Axial, an online M&A platform that connects exit-seeking American business owners with M&A advisors and acquirers. Peter started Axial in 2009 after working in private equity. Watch it on Youtube: https://youtu.be/I-QgjAm0fuU -------------------------------------------------- Contact Peter on Linkedin: https://www.li…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E98: Search Fund Expert Jan Simon On Entrepreneurial Acquisitions Journey - How2Exit 58:04

1M ago58:04

58:04

Jan Simon is the managing partner of Vonzeo Capital Partners, a fund that invests in search funds globally. He is the Director of the International Search Fund Center at IESE Business School. Jan worked for nearly two decades in the investment industry, including Salomon Brothers, Merrill Lynch and Goldman Sachs. He teaches the Entrepreneurial Acqu…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E97: Deal Maven CEO Discusses Benefits Of Partial Acquisitions & Reducing Risk In M&A Transactions 52:28

1M ago52:28

52:28

Former M&A lawyer turned entrepreneur. Sold his last company for $26M and now the CEO of Dealmaven where they help entrepreneurs scale their businesses using mergers and acquisitions. -------------------------------------------------- Contact Raleigh on Linkedin: https://www.linkedin.com/in/raleigh-williams-32477042/ Website: dealmaven.io ---------…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E96: Gamifying Your Business for The Win W/ Steve Baker: The Great Game of Business -VP - How2Exit 55:05

2M ago55:05

55:05

Steve Baker - Vice President, The Great Game of Business, Inc. Steve coauthored Get in the Game as well as the update of the number one bestseller, The Great Game of Business—20th Anniversary Edition. Known for his engaging and irreverent style, Steve is a top-rated, sought-after speaker and coach on open-book management, strategy and execution, le…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E95: CEO Mark O'Donnell: Climbing Mount Whitney And Beyond With EOS Worldwide - How2Exit 57:19

2M ago57:19

57:19

In Sept. of 2021, Mark O’Donnell and eight of his colleagues scaled Mt. Whitney, the highest peak in the continental U.S. Then came the more challenging part: When one of the hikers showed signs of severe altitude sickness, the team had to join forces to get her down to safety as soon as possible — which they did, saving her life. Perhaps no story …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E94: Hans Sperling Discusses Mergers And Acquisitions Transactions And Provisions - How2Exit 53:09

2M ago53:09

53:09

Hans is the Founder and Principal of Sperling Law Corporation, a leading law firm that helps businesses close the best deals while also protecting their legal interests. They've represented hundreds of small and billion-dollar companies in a wide range of business transactions, including M&A and joint ventures, intellectual property protection, and…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E93: CEO Robert Nance Shares Tips On Acquisition Entrepreneurship And Business Buying - How2Exit 52:18

2M ago52:18

52:18

Robert has been buying small businesses since 1999. They are now partnering with individuals who are ready to buy their first small business but don't know exactly how to begin. Watch it on Youtube: https://youtu.be/lTSCXIbr5nA -------------------------------------------------- Contact Robert on Linkedin: https://www.linkedin.com/in/smallbizbuyer/ …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E92: Certified Financial Planner Mark Willis Discusses Strategies To Maximize Your Money - How2Exit 56:57

2M ago56:57

56:57

Mark Willis, CFP®️ is a man on a mission to help you think diﬀerently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™️, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a ﬁnancial ﬁrm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™️, he shares som…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E91: Meet Joe Burrill: A Flippa Top User and CEO of Justwebsitebrokerage.Com - How2Exit 53:03

2M ago53:03

53:03

Been buying and selling since 2012, with over $4mil in sales across 165+ transactions, primarily on Flippa.com. Flippas number one broker 2 years running. Watch it on Youtube: https://youtu.be/bz7E3Vzayj4 -------------------------------------------------- Contact Joe on Linkedin: https://www.linkedin.com/in/joe-burrill/ Website: https://www.justweb…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E90: Christine McDannell of Magnolia Firm Helps Business Owners Achieve Seamless Exits - How2Exit 56:03

2M ago56:03

56:03

Chrisine McDannell is a serial entrepreneur, author, and speaker. She is the Principal and Lead Business Intermediary of The Magnolia Firm, a boutique M&A brokerage firm helping business owners achieve the perfect exit. Since its recent inception, Christine’s firm has already helped countless women cross the chasm from business ownership to their f…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E89: Serial Acquisition Entrepreneur Wes Kauffman on His Journey and Implementing EOS - How2Exit. 55:53

2M ago55:53

55:53

Wes is a Lancaster, PA based entrepreneur operating the second largest Fastsigns Franchise in the world. He is the husband of an amazing florist and flower farmer Jenelle and the father to two amazing children Emma and Luke. Wes is an avid Premier League fan and Tottenham supporter. His favorite board game has been and always will be monopoly, and …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E88: The Hidden Powers Of ESOPs in M&A w/ Larry Kaplan - at CSG Partners - How2Exit 58:35

3M ago58:35

58:35

Larry Kaplan has built the nation's leading ESOP investment banking practice at CSG Partners. Since 2000, his team of employee stock ownership plan advisors have guided hundreds of middle market companies through the building and financing of leveraged ESOPs. Employee-owned companies nationwide also trust CSG with secondary sales, plan maintenance,…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E87: Jeff Evenson - West Point graduate and a Serial Acquisition Entrepreneur. -How2Exit 54:02

3M ago54:02

54:02

After a brief stint in the Army, he worked in the corporate world for a little over a decade before acquiring his first business in 2008. That first acquisition was a hair salon/spa that he helped grow from less than $4 million in revenues to over $7 million in ten years through opening a second location and acquiring a small manufacturing company …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E86: Sir Darren Jacklin - Building a Portfolio of World Class Companies. -How2Exit 57:51

3M ago57:51

57:51

💎 Darren Jacklin has trained 157 Fortune 500 companies. 💥Traveled 48 countries on 4 continents. 💥 World-Class Speaker, Corporate Trainer who has personally trained over 1 million people in person Globally. 💥 Has rang the Closing Bell 🔔 at Nasdaq twice in New York City. 💥Global Traveler committed to raising $100 Million USD for Global Philanthropy P…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E85: Gregory Elfrink - Director of Marketing at Empire Flippers. -How2Exit 53:12

3M ago53:12

53:12

Empire Flippers is the #1 curated marketplace for buying and selling online businesses. With 16 unique business models, including e-commerce, SaaS, content sites, FBA, and more. Born in Anchorage, Alaska, Gregory joined Empire Flippers in 2016 as their Content Manager. Now as Director of Marketing, his goal is to take Empire Flippers more mainstrea…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E84: The Death of Mentors & Gurus - Asking ChatGPT AI to Learn M&A & How To Buy An SMB -How2Exit 58:14

3M ago58:14

58:14

The Death of Mentors and Gurus - How2Exit interviews ChatGPT to Learn About M&A And How To Buy A Business SUMMARY In this conversation, artificial intelligence Ali Penman a pen name he gave ChatGPT by Openai, and the host of How2Exit discuss what an SMB is, why buy versus build as an entrepreneur, and the steps to acquire a business. Ali Penman and…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E83: Ian Pavlik Takes Insights From Vistage And Other Sources To Maximize His Exit - How2Exit. 57:25

3M ago57:25

57:25

Ian Pavlik is the former Founder and President of pavliks.com and The Portal Connector. An IT solutions company based out of Ontario Canada with Customers and Partners around the Globe. Ian was a former professional Alpine ski racer who transitioned into the business world in the early 90's when he took over the family marketing and advertising bus…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E82: Hayden Miyamoto - Founder of Kingmakers Inc.and Acquira. -How2Exit 57:01

3M ago57:01

57:01

Hayden is the founder of Kingmakers Inc, a holding company that makes investments in acquisition entrepreneurs and the companies they purchase. He is also the founder of Acquira, an Accelerator for acquisition entrepreneurs that helps people not only find, finance and purchase a business, but also helps them become management-run and introduce best…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E81: AcquHire & Growth Via Acquisition w/Steffen Schebesta - CEO North America Sendinblue -How2Exit 51:34

3M ago51:34

51:34

Sendinblue, an all-in-one digital marketing platform that supports more than 400,000 active users across 180 countries. In his role, he is responsible for overseeing global M&A strategy and scaling Sendinblue’s growth in North America. He has over 15 years of experience as a business and digital marketing leader. Prior to joining Sendinblue, Steffe…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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E80: Moving Too Fast w/Jonathan Jay - CEO of Dealmakers Academy & Serial SMB Acquirer -How2Exit 56:17

3M ago56:17

56:17

The Dealmaker’s Academy At The Dealmaker’s Academy, our team of business experts have a wealth of knowledge regarding business mergers and acquisitions. Our team is led by Jonathan Jay, a seasoned businessman with a host of successful business purchases to his name. With more than two decades as CEO of The Dealmaker’s Academy, Jonathan not only has…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 79: Nick Bradley - World-renowned Author, Speaker and Business Growth Expert. 56:41

4M ago56:41

56:41

Nick Bradley is a world-renowned author, speaker and business growth expert, who works with entrepreneurs, business leaders, and investors, building high-value companies. Over the last decade, he has built, bought and sold 26 businesses with a combined valuation of $5.2 billion dollars. He also works with Private Equity and Venture Capital firms ac…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 78: Mushfiq Sarker - Founder and Lead M&A Advisor of Webacquisition.com 55:48

4M ago55:48

55:48

Mushfiq has been active in the online business space since 2008, with over 215 website exits to date. He acquires assets and applies his skillsets of digital marketing to grow them. Watch it on Youtube: https://youtu.be/4S6050Fw5xk -------------------------------------------------- Contact Mushfiq on Linkedin: https://www.linkedin.com/in/mushfiqsar…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 77: Ryan Tansom - Entrepreneur, Speaker, Podcaster and Educator. 56:14

4M ago56:14

56:14

Ryan Tansom started his entrepreneurial career at his family business where he was the Executive VP and responsible for the strategic, operational, and financial strategy of the $21 Million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 76: John Kettley - Serial Entrepreneur, Business Investor & Turnaround Specialist 59:27

4M ago59:27

59:27

How2Exit Episode 76: John Kettley - Serial Entrepreneur, Business Investor & Turnaround Specialist Serial entrepreneur, business investor & turnaround specialist. He is fast becoming known as one of the SME communities most inspirational M&A business development speakers and deal JV Partner Watch it on Youtube: https://youtu.be/ko7utsddq_w --------…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 75: Ross Tomkins - Investor, Business Mentor, Author and Mens Health Advocate. 55:19

4M ago55:19

55:19

With over 20 years experience in the healthcare sector Ross has a global focus and vision of improving health and wellbeing worldwide and am the Founder of TDH Capital. TDH began in 2006 and has evolved over the years into its current form, acquiring eight other businesses along the way. In addition to our own M&A activity, Ross mentors other busin…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 74: Orrin Klopper - CEO and Co-Founder of Netsurit. 57:40

4M ago57:40

57:40

Co-founded Netsurit over 24 years ago during the lead-up to Y2K. At the time, organizations were being ripped off by IT companies and paying a fortune for the technology they did not need. My partners and I saw an opportunity to provide managed outsourced services for companies and differentiate ourselves by being honest, ethical, and fair. Since t…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 73: Ahmie Baum - Founder and CEO of Interchange Capital Partners. 57:05

4M ago57:05

57:05

Ahmie is the founder and CEO of Interchange Capital Partners - a family business that has honed a comprehensive and collaborative process over its 40 years of practice in financial services and is dedicated to helping clients and their families build financial safety nets. With over 40 years of practice in financial services, with a clientele of bu…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 72: Michael Frankel - Founder and Managing Partner of Trajectory Capital. 57:16

4M ago57:16

57:16

Michael Frankel has held c-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy and Corporate Venture leader who has driven disruptive innovation and aggressive growth/expansion at global technology, information services and professional…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 71: Chris Von Bogdandy - 20+ years experience in M&A and M&A Integration Expert. 57:21

4M ago57:21

57:21

Chris has 20+ yrs. Experience in M&A and has been involved in over 50 transactions in various roles, including establishing and managing the Integration Management Office and leading individual integration tracks, such as IT, sales and finance. He has performed these roles internally to companies such as Cisco and Symantec and as an external consul…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 70: Nate Ginsburg - CEO of Centurica, Investor and Online Entrepreneur. 57:03

5M ago57:03

57:03

CEO of Centurica, the premium provider of buy-side due diligence services for online acquisitions. 10 + years online entrepreneur, investor and Yogi. Centurica, works with a large range of individual investors, funds and PE firms to help them: 1) Verify that the business is what the seller is reporting 2) Uncover and hidden risks that could derail …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 69: Kevin Lawrence - Author and Strategic CEO Coach and Advisor. 57:09

5M ago57:09

57:09

CEOs typically place their first call to Coach Kevin with a crisis to solve. They stay because of his business acumen and no-holds-barred, tell-it-like-it-is style. Kevin’s career spans 30 years, over a dozen countries and four continents. He’s worked with hundreds of CEOs and executives, helping them to break through business challenges, grow thei…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 68: Darius Ross - The "Wyatt Earp" of Small Business Investments. 56:54

5M ago56:54

56:54

Darius Ross hails from the old days before Acquisition Entrepreneurship became in vogue, from the days of the go-go 80's...during a time period where leverage buyouts and M&A's were the hot topic. 35 years later, he is now focusing on LBO's and rollups. Nick-named the "Wyatt Earp" of small business investments for his characteristics of going into …

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 67: Daniel Sweet - Managing Partner of Sweetview Partners. 56:26

5M ago56:26

56:26

Daniel Sweet is a 27-year technology industry veteran who decided life was more interesting buying and improving s businesses. Now the Managing Partner of Sweetview Partners, he leads a team in the buying and growing of small, Texas-based BtoB companies. -------------------------------------------------- Contact Daniel on Linkedin: https://www.link…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 66: Dan Cremons - CEO, Investor, Operating Partner, Author and Advisor. 58:41

5M ago58:41

58:41

Dan is a former private equity investor and executive who has been involved in dozens of acquisitions of small/mid-sized companies. He has the unique experience of having seen M&A from a different vantage point - as an investor, and operating partner, a CEO, and now an advisor to private equity firms and their companies. In 2020, Dan founded Accele…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit: Mentor Mini-Series Episode 8 - Roland Frasier - Investor, Business Mentor and Strategist. 57:41

5M ago57:41

57:41

Roland Frasier is an investor and business strategist with over 1,000 acquisitions and exits completed for himself and his clients. His current portfolio includes real estate, restaurants, business and home services, events, eLearning, e-commerce, franchise and SaaS businesses. He has been a principle of 6 different Inc. fastest growing companies a…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 65: Yury Byalik - Head of Strategy and Acquisitions at Onfolio.com 55:16

5M ago55:16

55:16

Yury is a seasoned marketer with over 15 years of experience driving growth for businesses. He brings a deep understanding of growth marketing, deal sourcing, evaluation and due diligence to the Onfolio team. Yury is a sought-after speaker on digital trends, profitable business models and acquisition strategy. For Yury, flexibility, transparency an…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 64: Scott Whitt - President & General Manager of Triad Clinical Trials. 56:25

6M ago56:25

56:25

Healthcare executive with 30+ year of management experience. Healthcare Leader and Entrepreneur | ex-IQVIA | ex-Deloitte | ex-United Healthcare | ex-Aetna. -------------------------------------------------- Contact Scott on Linkedin: https://www.linkedin.com/in/scott-whitt-9b1261/ Website: www.triadclinicaltrials.com If you’d like additional ways t…

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Middle Market Mergers and Acquisitions by Colonnade Advisors

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MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies 30:20

6M ago30:20

30:20

In this episode, we discuss strategic steps for Equipment Leasing and Finance companies as they grow and evolve. The leadership of some of these businesses may decide to remain a certain size and complexity and be “ lifestyle businesses”, providing healthy cash flow to the owner(s) while they continue to run the business. However, other options exi…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 63: Lisa Forrest - Co-Director of Sponsor Finance and Search Fund Lender. 57:13

6M ago57:13

57:13

She is a 30-year + banking industry veteran with expertise in both SBA and Conventional lending products focused on the unique needs of lower middle market businesses. In this capacity, she focuses on Searchfund acquirers of privately held, lower middle market companies using SBA and Conventional loans for transactions up to $50MM in enterprise val…

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How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses

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How2Exit Episode 62:Lowell Ricklefs - CEO & Founder of Traction Advising, and Investor. 55:37

6M ago55:37

55:37

Lowell is the CEO & Founder of Traction Advising which specializes in helping B2B SaaS companies with greater than $5M ARR get acquired. Lowell’s been a Co-founder/CEO/Chairman, COO of a $120M public company, Startup CRO and Global VP Rockwell. He’s a Global Mentor, Investor, Board member and CEO coach. His current business Traction Advising was st…

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