In this episode of the M&A Launchpad Podcast, Casey Minshew sits down with Bryan Huber, Partner at SAB Capital, to explore the intricacies of sale leasebacks in the context of business acquisitions. Bryan breaks down how these transactions work, why they’re such a powerful tool for freeing up capital, and how they can improve business valuations. The conversation highlights underwriting considerations, the importance of quality of earnings, and the flexibility required when structuring deals. They also touch on lease agreement implications, financing strategies, and negotiating purchase options that protect future acquirers. In this podcast episode, we discuss: How sale leasebacks can unlock capital in acquisitions Why understanding the mechanics is crucial for acquirers The role of quality of earnings in financial diligence How sale leasebacks impact business valuation and flexibility Underwriting considerations: tenant creditworthiness & lease structure Geographic and market demand for sale leaseback transactions Financing strategies that don’t limit future borrowing capacity Negotiating purchase options to mitigate risk Connect with Bryan Huber LinkedIn: https://www.linkedin.com/in/john-bryan-huber-47453755/ Additional Resources The M&A Launchpad Conference – Join us on October 25, 2025 in Chicago for a one-day, high-impact event designed for acquisition entrepreneurs, investors, and operators who are serious about buying, selling, and scaling businesses. The agenda is packed with actionable sessions, curated networking, and access to industry experts who are actively doing deals. Space is intentionally limited to keep the event impactful, so attendees can connect with the right people and walk away with real opportunities. Secure your spot today at www.malaunchpad.com — use code LAUNCH for $200 off your ticket. O’Connell Advisory Group Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: www.oconnelladvisorygroup.com Get in touch with show hosts Casey Minshew and Feras Moussa at info@equity-launchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit www.equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, Casey Minshew interviews Paige Wiese, founder and CEO of Tree Ring Digital, a Denver-based digital marketing agency. Paige brings over 15 years of experience helping businesses build and execute marketing strategies that drive measurable growth. She shares her perspective on why evaluating digital marketing strategies is critical when acquiring a business, how digital assets factor into valuation, and what buyers and sellers should consider during due diligence. The conversation dives into the importance of preparing for exits, integrating digital strategies post-transaction, and adapting to rapid changes in the digital landscape—including the rise of AI. Paige also highlights the unique opportunities and challenges in bringing digital presence to blue-collar businesses. Key Takeaways · The M&A Launchpad event is a must-attend for anyone buying, selling, or scaling businesses. · Evaluating digital marketing strategies is essential for business buyers. · Understanding digital assets can prevent costly mistakes during acquisitions. · Financial health and quality of earnings are critical in M&A. · A strong digital presence can significantly increase business valuation. · Buyers should ask the right questions about digital assets before acquisition. · Post-transaction integration of digital strategies is key to a successful transition. · AI is changing the digital marketing landscape rapidly. · Blue-collar businesses need to start building their digital presence early. Connect with Paige Wiese LinkedIn: https://www.linkedin.com/in/paigewiese/ Tree Ring Digital: https://treeringdigital.com/ M&A Launchpad Conference The M&A Launchpad Conference is where acquisition entrepreneurs, investors, and operators come together for a full day of deal-making, insights, and networking. Whether you’re buying, selling, or growing businesses, this is the event that puts you in the room with the right people. · Learn directly from industry leaders and active dealmakers · Gain insight into real-world acquisitions and exits · Build relationships with capital partners, operators, and advisors · Discover opportunities to scale through mergers & acquisitions Chicago, IL Saturday, October 25, 2025 Tickets + info: https://www.malaunchpad.com/ Use code LAUNCH for $200 off registration. Additional Resources · Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: https://www.oconnelladvisorygroup.com/ · Access our archive of video interviews on YouTube: https://www.youtube.com/@MALaunchpad · Connect with show hosts Casey Minshew and Feras Moussa: info@equitylaunchpad.com · Learn more about Equity Launchpad: https://www.equity-launchpad.com/ About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Kristie Shifflette, who shares her inspiring journey from corporate America to becoming a successful franchisee with Orange Theory Fitness. Kristie dives into the challenges and triumphs of scaling her business to 13 locations, her experience navigating private equity, and the critical role of sales and team development in driving success. She also opens up about her post-exit chapter—new ventures in health and wellness, lessons learned, and how she’s redefining success after building and selling a thriving business. This episode is packed with insights for entrepreneurs, franchise operators, and anyone considering private equity partnerships or planning for an eventual exit. Key Takeaways · It doesn’t really matter where you start; it’s how you finish. · Sales and people development are crucial for business success. · Pre-sales strategies can lead to profitability from day one. · Having control over an area can provide a competitive advantage. · Building a strong team structure is essential for scaling. · Private equity can provide opportunities for growth and expansion. · Understanding your numbers is key to executing a successful business strategy. · Self-awareness is important in recognizing when to pivot or step back. · Creating systems and processes can make a business more attractive to buyers. · Empowering consumers with knowledge can lead to better health outcomes. Connect with Kristie Schifflette LinkedIn: https://www.linkedin.com/in/kristie-shifflette-0761353/ M&A Launchpad Conference The M&A Launchpad Conference is where acquisition entrepreneurs, investors, and operators come together for a full day of deal-making, networking, and insights from industry leaders. 📍 Chicago, IL 📅 Saturday, October 25, 2025 🎟️ Tickets & Info: https://www.malaunchpad.com 💸 Use code LAUNCH for $200 off Additional Resources Watch our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad Contact the hosts: info@equitylaunchpad.com Learn more: https://equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Jason Kruger, President at Signature Analytics (a Citrin Cooperman Company). Jason shares his journey from Deloitte to entrepreneurship, scaling Signature Analytics, and ultimately navigating its acquisition. This conversation digs into the fundamentals of building a business with the end in mind—why intentional growth, strong documentation, and client diversification are critical to maximizing valuation. Jason also unpacks how AI is transforming accounting and decision-making, and what entrepreneurs should do today to position their companies for a smoother, more profitable exit. Whether you’re buying, selling, or still scaling, Jason’s insights will give you a clear roadmap for creating enterprise value that lasts. Key Takeaways Intentional Growth – Plan for your exit early and build a company that operates independently of the founder. Systems & Documentation – Formal processes add tangible value and buyer confidence. Diversification – Avoid client concentration risk to stabilize revenue and valuation. AI in Accounting – Emerging tools are streamlining reporting and empowering real-time decisions. Connect with Jason Kruger LinkedIn: https://www.linkedin.com/in/jason-kruger/ Email: JKruger@citroencooperman.com Don’t Miss the M&A Launchpad Conference Join us in Chicago on October 25, 2025 for the flagship M&A Launchpad Conference—a one-day experience bringing together searchers, independent sponsors, capital partners, and M&A advisors. Networking, panels, and deal flow, all under one roof. Register now at: https://www.malaunchpad.com Use code LAUNCH for $150 off your ticket. Additional Resources Access our full archive of podcast and video interviews: https://www.malaunchpad.com/podcast Connect with the hosts at Equity Launchpad: info@equitylaunchpad.com Learn more about M&A opportunities: https://www.equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Adam Koos, founder of Elevate and Exit and Libertas Wealth Management. With a unique background in both psychology and finance, Adam helps business owners prepare for the biggest decision of their lives—selling their company. From the emotional side of letting go of a business to the hard numbers that make or break a deal, Adam shares why most owners wait too long to plan an exit—and how that mistake leaves millions on the table. He dives into consultative selling, minimizing key-person risk, and how to structure businesses for a smoother, more profitable transition. If you’re buying, selling, or just starting to think about succession planning, this conversation will give you practical takeaways and a new lens for approaching the exit process. In this episode, we discuss: Why 80% of businesses never sell—and what owners can do differently The role of psychology in exit planning (and why it matters as much as finance) Top mistakes owners make before going to market (and easy fixes to de-risk) How to prepare years in advance for the best valuation and smoothest deal Legacy, taxes, and life after the sale—what every seller should consider Consultative selling and building rapport with owners as a buyer Connect with Adam Koos LinkedIn: https://www.linkedin.com/in/adamkoos Exit Planning Firm: https://elevateandexit.com Financial Advisory Firm: https://libertaswealth.com The M&A Launchpad Conference Join us on October 25, 2025 in Chicago for the M&A Launchpad Conference — a one-day event designed for acquirers, operators, investors, and advisors. Learn from headliners, connect with dealmakers, and walk away with practical insights to accelerate your M&A journey. Get $150 off your ticket with code LAUNCH at: https://malaunchpad.com Additional Resources Watch more interviews on YouTube: https://www.youtube.com/@equitylaunchpad Connect with hosts Casey Minshew & Feras Moussa: mailto:info@equitylaunchpad.com Learn more about investing, scaling, or selling a business: https://equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa sit down with Ryan Sullivan, Co-Founder of North Park Group, to unpack how he and his partner built a private equity firm from the ground up—acquiring six businesses in three years. Ryan shares practical insights on deal structuring, using real estate as a lever, leveraging SBA financing, and why a strong network and clear investor relations strategy matter at every stage of growth. Key Topics Discussed: Starting a private equity firm and buying the first business Innovative real estate strategies and leveraging SBA loans Maintaining and growing a high-value network in M&A Practical approaches to deal structuring and investor relations Connect with Ryan Email: RyanS@northparkgroup.net Website: https://northparkgroup.com M&A Launchpad Conference Join us at the M&A Launchpad Conference on October 25, 2025, at The Westin Chicago River North. It’s the premier event for acquirers, operators, and investors to connect, learn, and grow. Use code LAUNCH at malaunchpadconference.com for $150 off your ticket. Additional Resources Watch our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad Get in touch with the hosts: info@equity-launchpad.com Explore partnerships to acquire, scale, or sell a business: https://equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa welcome special guest Mark Tarchetti, a veteran in the consumer products industry. Mark has held senior roles at global giants like Unilever and now runs his own boutique consulting firm, helping companies unlock the true potential of their brands. The discussion dives deep into how major companies build and maintain strong brand stories, the psychology of mergers and acquisitions, and how to apply these insights to your own business ventures. Mark also shares why consumer research is critical to growth and how to preserve brand legacy during acquisitions. In this podcast episode, we discuss: Building a strong brand story and strategy Insights into the psychology of mergers and acquisitions The role of consumer research in driving business growth How to maintain brand integrity and legacy during acquisitions You can connect with Mark: LinkedIn: https://www.linkedin.com/in/mark-tarchetti-312b88164/ Website: https://www.alchemy-rx.com/ Additional Resources: Access our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad Get in touch with show hosts Ben Suttles and Feras Moussa at: info@equity-launchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Meet our community in-person at the M&A Launchpad Conference https://malaunchpad.com — Use code LAUNCH for $150 off your ticket to the M&A Launchpad Conference. About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Brett Swarts, founder of Capital Gains Tax Solutions and an expert in sophisticated tax planning strategies. Brett dives deep into the mechanics of the Deferred Sales Trust (DST), breaking down how it empowers entrepreneurs and investors to preserve their wealth, defer taxes, and generate truly passive income. The conversation covers why traditional exit strategies often fall short, the importance of legacy and mission in financial planning, and how the largest wealth transfer in history is creating unprecedented opportunities for proactive entrepreneurs. If you're preparing for an exit or looking to create long-term financial freedom, this is a must-listen. In this podcast episode, we discuss: · Why tax planning should be at the forefront of every entrepreneur’s strategy · The Deferred Sales Trust (DST) explained—how it works and who it’s for · How to create passive income streams through advanced tax structures · Why legacy planning starts with understanding your family’s mission and values · The biggest mistakes entrepreneurs make when exiting their business · How DSTs can be used for real estate, businesses, crypto, and more · Building a team of experts to navigate complex transactions · The government’s role in wealth transfer and how to plan accordingly · Why the time to plan your exit is before you sell Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-swarts/ Website: https://capitalgainstaxsolutions.com/meet-brett/ Additional Resources: · Learn more about Equity Launchpad and how they help buyers and sellers navigate acquisitions: https://www.equity-launchpad.com · Contact Casey Minshew or Feras Moussa at info@equitylaunchpad.com · Looking to buy or sell a business? Equity Launchpad can help guide you through your acquisition or exit strategy. · Don’t miss the next M&A Launchpad Conference – October 2025 in Chicago (Date and location TBD). Visit https://www.malaunchpad.com to learn more and join the waitlist. About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles are joined by Carl Kleimann, a proven entrepreneur with deep experience in scaling and exiting small businesses. Carl takes us through his business journey—from losing a $200K client, to navigating private equity partnerships, to launching his current venture, Moffitt Services. He dives into the real-world lessons of leadership, the pivotal role of PEOs (Professional Employer Organizations), and why humility and a servant mentality are essential traits for any founder. Whether you're considering your first acquisition or preparing for an exit, Carl’s insight will change the way you think about business, leadership, and long-term growth. Key Topics Discussed How Carl lost a $200,000 customer—and bounced back • Why leadership with humility leads to better business outcomes • What every entrepreneur should know about exit strategy • The upside (and downside) of private equity • The role of PEOs in helping small businesses stay competitive • How to maintain relationships through the stress of acquisitions • Why continuous learning is key to long-term entrepreneurial success • Carl’s new venture: Moffitt Services and what he’s building next Guest Contact Info LinkedIn: https://www.linkedin.com/in/carlkleimann/ • Website: https://www.moffittservices.com • Email: online@moffittservices.com Additional Resources Contact the Hosts – Casey Minshew & Ben Suttles: info@equity-launchpad.com • Learn more at: https://www.equity-launchpad.com • Attend the M&A Launchpad Conference – Coming October 2025 (Date & Location TBD) Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Mathias Smith, founder of Pioneer Capital Advisory and a seasoned expert in SBA financing. Mathias shares his entrepreneurial journey, from launching his own firm to helping countless buyers navigate the often-complex SBA process. He opens up about the real challenges of growing a new business, the power of social media for client acquisition, and why being proactive and well-informed is key when seeking financing for business acquisitions. Whether you’re a first-time buyer or an experienced entrepreneur, Mathias offers practical insights into what it really takes to secure SBA funding and grow a business from the ground up. In this podcast episode, we discuss: • Mathias’s background in SBA lending and why he started Pioneer Capital Advisory • How social media (especially Twitter) has helped grow his client base • Key steps for navigating the SBA process with confidence • Why a solid business plan and clear financials are essential • Using HELOCs creatively for business acquisitions • The value of having expert guidance through the SBA journey • Real-world challenges of scaling a new business and building a team • Staying adaptable and resilient through entrepreneurship Connect with Mathias: Twitter: @SBA_Matthias Website: https://www.pioneercapitaladvisory.com Additional Resources: 🎧 Watch more interviews and episodes on YouTube: /@malaunchpad 💻 Learn more about Equity Launchpad: https://equity-launchpad.com 🎟️ Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com 📬 Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with John Martinka, a seasoned intermediary and advisor with nearly 30 years of experience in business transactions. John shares candid insights into how buyer and seller dynamics have evolved, the critical role of financial preparedness, and why experience is key to successful deals. The conversation highlights the importance of knowing your numbers, preparing a business for sale well in advance, and making incremental improvements that build real value — whether you’re buying for the long term or planning a strategic exit. For anyone thinking about buying, selling, or growing a business, this episode is packed with hard-earned wisdom and actionable advice. In this podcast episode, we discuss: The Role of Intermediaries in Business Transactions How Buyer and Seller Dynamics Have Changed Over the Years Why Financial Preparedness is Essential for Both Buyers and Sellers Navigating Buyer Sophistication — and Unsophistication Buy and Hold vs. Quick Flip Strategies How Sellers Can Prepare Their Business for a Successful Exit Why Experience is King in Business Transactions Connect with John: Website: https://www.martinkaconsulting.com/ YouTube: https://www.youtube.com/@JohnAMartinka Podcast: Getting the Deal Done https://podcasts.apple.com/us/podcast/martinka-consultings-getting-the-deal-done-podcast/id1550396853 Mention this podcast and John will send you a copy of one of his books: Buying a Business That Makes You Rich, Growth by Acquisition, or Exit with Style, Grace & More Money Additional Resources: Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad Learn more about Equity Launchpad: https://equity-launchpad.com Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this powerful episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Beki Darlin, President of WAEE and a trailblazer in the world of business acquisition and consulting for equity. Beki shares her inspiring journey in the M&A space and explains how she’s helping reshape what entrepreneurship and equity ownership look like for women. From creative deal structuring to overcoming gender bias, Beki offers actionable insights on the unique challenges—and opportunities—facing women in business. This episode is a must-listen for those looking to grow their business, invest smartly, and foster a stronger community of female founders and professionals in the M&A world. In this podcast episode, we discuss: Consulting for equity: What it is and how it works Navigating gender bias in business transactions Building a supportive network in M&A Opportunities for innovation in architecture and design Why community is key for women entrepreneurs Leveraging AI for business education and growth You can connect with Beki via LinkedIn: https://www.linkedin.com/in/beki-darlin/ Additional Resources: Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad Explore the M&A Launchpad platform: https://equity-launchpad.com Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur, CPA, and attorney Sam Rosati to explore his journey from the corporate world into business ownership. Sam shares how he transitioned into acquiring small businesses, what he's learned along the way, and why he believes taking bold action is more valuable than waiting for perfect information. The conversation covers everything from running a dumpster rental company during COVID to launching the SMB Bootcamp, a program designed to teach others how to buy and operate small businesses. Sam also breaks down how the independent sponsor model works, the role of cash flow in acquisition decisions, and how personal relationships often drive the best deals. Whether you're just exploring entrepreneurship or actively acquiring businesses, this episode offers clear and actionable insights from someone who's done it all. In this podcast episode, we discuss: Sam Rosati’s transition from CPA and lawyer to business owner The bold mindset shift required to jump into entrepreneurship Lessons from acquiring and operating businesses during COVID How cash flow drives smart acquisitions The independent sponsor model and why it works Why personal relationships matter more than perfect spreadsheets How the SMB Bootcamp empowers others to follow Sam’s path The emotional side of entrepreneurship—family, fulfillment, and impact Connect with Sam Rosati: LinkedIn: https://www.linkedin.com/in/samrosati/ SMBootcamp: https://www.smbootcamp.co/ Additional Resources Work with a Trusted Quality of Earnings and Financial Diligence Partner who focuses solely on Business Acquisitions: Schedule a discovery call with Patrick of O'Connell Advisory Group—Your Dynamic Quality of Earnings Partner. https://oconnelladvisorygroup.com/ YouTube Video Archive – Explore past interviews and episodes: https://www.youtube.com/@MALaunchpad Connect with the Hosts – Reach out to Casey Minshew and Feras Moussa: info@equity-launchpad.com Partner with Equity Launchpad – Learn how to invest, acquire, scale, or exit: https://www.equity-launchpad.com Attend the M&A Launchpad Conference – Join us for a premier event tailored to entrepreneurs, investors, and dealmakers in the lower-middle market. Make meaningful connections, learn from top speakers, and accelerate your next acquisition. Use code LAUNCH for $150 off your ticket. Reserve your seat here: https://www.malaunchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome guest Chris Edwards, founder of Sanitas Equity and a seasoned acquisition entrepreneur. Chris walks us through the candid story of buying, scaling, and exiting a retail flooring business in Steamboat Springs, Colorado—growing revenue by 50% and doubling profits before securing a 24x return on invested capital. The conversation dives into what it truly looks like to acquire and operate a traditional small business with SBA financing, the people challenges that come with change, and how systematization using tools like Notion helped turn chaos into a streamlined operation. This episode offers real-world takeaways on what works—and what doesn’t—when stepping into the operator’s seat for the first time. In this podcast episode, we discuss: Buying vs. Building a Small Business Using SBA Loans to Fund Acquisitions Operational Turnarounds and System Building Key Employee Challenges and Cultural Fit Knowing When to Exit a Business You can connect with Chris here: LinkedIn: https://www.linkedin.com/in/chris-edwards-44664052/ Twitter: https://twitter.com/toph_edwards Email: chris@sanitasequity.com Website: https://www.sanitasequity.com/ Additional Resources: Work with a Trusted Quality of Earnings and Financial Diligence Partner who focuses solely on Business Acquisitions: Schedule a discovery call with Patrick of O'Connell Advisory Group—Your Dynamic Quality of Earnings Partner. https://oconnelladvisorygroup.com/ Access our archive of video interviews on YouTube: https://www.youtube.com/@MALaunchpad Get in touch with show hosts Casey Minshew and Feras Moussa at: info@equity-launchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit: https://www.equity-launchpad.com/ About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, host Feras Moussa sits down with seasoned M&A attorney John Koeppel, Partner at Lippes Mathias, to dive deep into the world of deal-making in the lower middle market. With decades of experience advising on both buy-side and sell-side transactions, John brings a firehose of insight for anyone interested in acquiring or selling a business in today’s market. John shares what’s trending in 2025, the return of regional banks to the lending scene, and how buyers are getting creative with structuring deals amid changing interest rates. From real-world multiple comps to reps and warranties, and the nuances of independent sponsor strategies—this is a must-listen for aspiring dealmakers and active acquirers alike. In this podcast episode, we discuss: · What’s happening in the lower middle market right now · How deal structures have evolved with rising interest rates · Market multiples by deal size and industry · Why recurring revenue drives valuation · Reps & warranties: what they are and how to mitigate risk · Mistakes buyers make—and how to avoid them · The rise of the independent sponsor model · How to bring value with the right operating partner · Creative deal structuring and alignment with sellers Connect with John Koeppel: Email: jkoeppel@lippes.com Website: https://www.lippes.com/ LinkedIn: linkedin.com/in/john-koeppel-98b3a833 Additional Resources: Work with a Trusted Quality of Earnings and Financial Diligence Partner who focuses solely on Business Acquisitions: Schedule a discovery call with Patrick of O'Connell Advisory Group—Your Dynamic Quality of Earnings Partner. https://oconnelladvisorygroup.com/ Access our archive of video interviews on YouTube Get in touch with show hosts Feras Moussa and Casey Minshew: info@equitylaunchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit Equity Launchpad About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew talk with Michael Heath—a three-time entrepreneur who has acquired and operated a commercial garage door company, a pool retail business, and a pool construction company. Michael shares the gritty, behind-the-scenes realities of business ownership that you won’t find in the guru playbooks. From working at a roofing supply manufacturer to bootstrapping his first acquisition during COVID, Michael discusses how he navigated everything from underpriced jobs and partner dynamics to team turnover and personal burnout. He explains how each acquisition taught him critical lessons that shaped the next, and how being "all in" is often the only way forward. Whether you're considering your first acquisition or navigating operational chaos, Michael’s story will resonate. In this episode, we discuss: How Michael went from commuter school and corporate job to buying three companies The lessons from each business that made the next one stronger Why margins matter more than revenue How a terrible bookkeeper nearly sunk his first business What really happens when sellers stay on after the sale The power of employee one-on-ones and why he regrets not doing them sooner The surprising upside of chaos—and how Michael re-centered himself How he's structured investor deals, including 49/51 equity splits When it's worth walking away from a deal—even after doing the work Contact Michael Heath: Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-heath-biz/ Additional Resources: Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com Join our Community at the M&A Launchpad Conference – Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. https://www.malaunchpad.com M&A Launchpad Hosts Contact – Casey Minshew & Feras Moussa Email: info@equitylaunchpad.com Looking to buy or sell a business? Connect with the team at Equity Launchpad for expert guidance and hands-on support throughout your transaction. Visit: https://www.equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this high-impact episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Elliot Holland, founder of Guardian Due Diligence and the Business Buyer Masterclass. With decades of experience conducting quality of earnings (Q of E) reviews and advising buyers in small business acquisitions, Elliot brings invaluable insight into the due diligence process that every buyer needs to hear. Whether you're a first-time buyer or a seasoned dealmaker, this episode dives deep into critical financial diligence topics, including working capital, seller discretionary earnings (SDE), recourse strategies, and how to leverage brokers during tough negotiations. Elliot also shares real stories of deals gone wrong and how to avoid the most common buyer mistakes. Don’t miss this one—it might save you millions. In this podcast episode, we discuss: • What a Quality of Earnings (Q of E) report really uncovers • How financial diligence helps avoid catastrophic deal mistakes • Why EBITDA is often misunderstood (and sometimes misused) • When SDE becomes a red flag instead of a metric • How to approach working capital negotiations confidently • Leveraging brokers the right way • The importance of seller notes and recourse • Building your deal team and protecting your downside • Real-life cautionary tales from Elliot’s deal history • Elliot’s take on when to walk away—and how to spot deception Contact Elliot Holland: Website: https://www.guardianduediligence.com YouTube: https://www.youtube.com/@GuardianDueDiligence LinkedIn: https://www.linkedin.com/in/elliotholland/ Additional Resources: • Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com • Attend the M&A Launchpad Conference – Upcoming in October 2025. Date and Location TBD. Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. https://www.malaunchpad.com • M&A Launchpad Hosts Contact – Casey Minshew & Feras Moussa: info@equitylaunchpad.com • Looking to buy or sell a business? Connect with the team at Equity Launchpad for expert guidance and hands-on support throughout your transaction. Visit: https://www.equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Ryder Fyrwald, co-owner of a thriving label manufacturing company based in Los Angeles. Ryder shares his journey of acquiring a small business with four employees and growing it into a multi-million-dollar operation—while also strategically leveraging real estate to fuel that expansion. This episode offers valuable insights into creative deal structures, SBA financing, seller carrybacks, and the benefits of owning the real estate behind your operating business. Ryder's background in tech and real estate finance equipped him with the acumen to navigate complex acquisitions, and he pulls back the curtain on the lessons learned through years of hands-on entrepreneurship. Whether you're thinking about acquiring your first business or looking to add strategic real estate to an existing portfolio, this conversation is full of practical strategies and inspiration. In this podcast episode, we discuss: · Ryder's journey from tech and real estate to small business ownership · How to finance an acquisition using friends, family, and seller carry · Why owning the real estate can make or break your deal · Leveraging equipment leases and capital structures for growth · Ryder’s approach to finding off-market acquisition opportunities · The importance of segmentation between partners in operations vs. finance · What to know about seller psychology and deal creativity in today's market Connect with Ryder Fyrwald: Website: coverlabel.com Email: ryder@coverlabel.com Additional Resources: Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O’Connell Advisory Group — your dynamic Quality of Earnings partner. Visit: www.oconnelladvisorygroup.com Attend the M&A Launchpad Conference on May 3rd in Houston — a premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Tickets and details at malaunchpad.com Access our archive of video interviews on YouTube. Get in touch with show hosts Casey Minshew and Feras Moussa at – info@equitylaunchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit www.Equity-Launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Stephen Marks, founder of Emmersion Capital and Apertura. Stephen shares his journey from managing family office portfolios to building a global advisory business focused on cost-effective due diligence and labor solutions through nearshoring. The conversation dives deep into M&A strategy, talent acquisition in Latin America, and the mindset shift from high-growth investing to long-term wealth preservation. If you’re an independent sponsor, entrepreneur, or lower-middle market investor looking to reduce costs and access skilled labor without sacrificing quality, this episode is for you. In this podcast episode, we discuss: · How to dramatically reduce due diligence costs · The advantages of nearshoring and talent pools in Latin America · Why family offices prioritize wealth preservation overgrowth at all costs · How independent sponsors can outsource administrative and technical functions · Strategies for solving the skilled labor shortage in niche industries · Building a hybrid model that blends U.S. leadership with offshore talent · Why communication and cultural alignment matter in outsourcing · Key lessons for working with family offices as an entrepreneur or sponsor Connect with Stephen Marks: LinkedIn: https://www.linkedin.com/in/sdmarks Company: https://emmersioncapital.com Apertura (Talent Solutions): https://apertura.co Additional Resources: · Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com · Attend the M&A Launchpad Conference on May 3rd in Houston — a premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Tickets and details at https://www.malaunchpad.com · Access our archive of video interviews on YouTube · Get in touch with show hosts Casey Minshew and Feras Moussa at – info@equitylaunchpad.com · Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit: https://www.equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Sean Smith, Managing Partner at Search Fund Ventures and co-founder of SMB Investor Network. Sean brings a transparent, investor-first lens to the world of small business acquisitions, breaking down what dealmakers need to know to structure successful transactions. The conversation covers everything from capital stack nuances and risk mitigation to understanding investor preferences and step-up dynamics in self-funded search and independent sponsor models. Sean also shares his entrepreneurial journey and mission to democratize private equity for accredited investors. In this podcast episode, we discuss: · How to structure any deal with the right capital stack · The investor mindset: what matters most in deal evaluation · Why the traditional search model might not be as successful as it seems · Comparing self-funded search vs. independent sponsor deals · How to evaluate deals using MOIC (Multiple on Invested Capital) · Why high debt levels change investor risk profiles · The role of quality of earnings in securing investor capital · How to approach investors with teaser decks and checklists · Real-world lessons from Sean’s portfolio and due diligence · Why transitioning small businesses is a national responsibility Connect with Sean Smith: Email: sean@searchfundventures.co Website: https://searchfundventures.co SMB Investor Network: https://smbinvestornetwork.com Additional Resources: · Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com · Attend the M&A Launchpad Conference on May 3rd in Houston — a premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Tickets and details at https://www.malaunchpad.com · Get in touch with show hosts Casey Minshew and Feras Moussa at – info@equitylaunchpad.com · Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit: https://www.equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.