After climbing the ranks of the high finance ladder, Codie Sanchez felt lost. She was no longer in charge of her day-to-day life, despite her years of schooling and hard work. She decided to use the insights she had gained to build her own portfolio of what she calls “boring businesses.” Now, she is out to help others do the same, quickly becoming one of the biggest female business influencers in the world. In this episode, Codie breaks down her step-by-step approach to identifying, buying, and scaling small businesses that most people ignore but yield big returns.

In this episode, Hala and Codie will discuss: 

(00:00 ) Introduction 

(03:18 ) From Journalism to Finance

(05:11 ) Breaking Corporate Chains

(08:09 ) Battling Bias as a Woman in Finance  

(11:21 ) Unorthodox Wealth Creation Strategies  

(20:00 ) Should You Really Diversify Your Income Streams?  

(24:06 ) Wealth from Boring Businesses  

(27:09 ) Six Creative Strategies to Buy a Business

(35:11 ) Spotting Motivated Sellers

(37:05 ) Key Metrics for Evaluating Businesses 

(40:27 ) Finding Hidden Gem Businesses

(53:53 ) Codie’s Secrets to Success  

Codie Sanchez is the founder of Contrarian Thinking and co-founder of Unconventional Acquisitions, focusing on small business acquisitions and roll-ups in the micro-PE space. She runs a holding company of service-based SMBs under $10M EBITDA, emphasizing "boring businesses." She previously led First Trust’s $1B Latin America business and held leadership roles at Goldman Sachs, State Street, and Vanguard. She started her career as an award-winning journalist and has since become a recognized investor and thought leader. She holds an MBA from Georgetown University and serves on boards like Permian Investment and Magma Partners.

Connect with Codie:

Codie’s Website: https://www.codiesanchez.com/#intro 

Codie’s LinkedIn: https://www.linkedin.com/in/codiesanchez/ 

Codie’s Twitter: https://twitter.com/codie_sanchez 

Codie’s Instagram: https://www.instagram.com/codiesanchez/ 

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Resources Mentioned:

Contrarian Thinking: https://contrarianthinking.co/ 

Unconventional Acquisitions: https://unconventionalacquisitions.com/ 

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