Explore every episode of the podcast M&A Launchpad
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 100 Days to Unlock Millions? How Sale-Leasebacks Work | Tyrell McGee | 17 Apr 2026 | 00:39:02 | |
Most investors leave millions locked inside their deals because they don’t understand how to turn real estate into usable capital through sale-leasebacks. Join us at the M&A Launchpad Conference on May 2, 2026 in Houston. Use code LAUNCH for $150 off. Get details: https://malaunchpad.com Looking to buy a business or scale through acquisition? Submit your information here: https://www.equity-launchpad.com In this episode of the M&A Launchpad Podcast, Casey Minshew sits down with Tyrell McGee, a commercial real estate expert specializing in sale-leaseback transactions. Ty shares how investors use real estate as a strategic tool to unlock capital, solve financing challenges, and accelerate growth. This conversation breaks down how sale-leasebacks work, when they make sense, and how operators, searchers, and private equity firms use them in real deals. From credit and EBITDA thresholds to lease structure and long-term risk, this episode gives a clear, practical look at one of the most powerful tools in M&A. In this episode, we discuss:
Guest Contact Info: Tyrell McGee Email: Tyrell.McGee@marcusmillichap.com LinkedIn: https://www.linkedin.com/in/tyrellmcgee/ Additional Resources: Contact Casey Minshew and Feras Moussa: info@equitylaunchpad.com Explore more: https://www.equity-launchpad.com | |||
| Infinite Banking for Business Buyers with Erica Neal | 10 Apr 2026 | 00:36:37 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Erica Neal, an infinite banking practitioner, real estate investor, and acquisition entrepreneur. Erica breaks down how infinite banking works, how cash value life insurance can be used as a financial tool, and how she is applying these strategies to acquire and scale a CPA firm. This episode connects liquidity strategy with deal execution, showing how entrepreneurs can build capital, protect assets, and deploy funds into acquisitions more efficiently. In this episode, we discuss:
Guest Contact Information: Email: erica@infinityinvestmentstrategies.com Additional Resources:
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/ | |||
| Mastering Deals, Capital and People with Kevin Ramsier | 22 Jan 2026 | 00:37:57 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Kevin Ramsier, founder of Sier Capital, to unpack what it really takes to build and scale a private equity platform. Kevin shares his journey from leaving a stable corporate career to launching a firm built on disciplined deal sourcing, strong relationships, and flexible investment structures. He explains why private equity success hinges on three core pillars—equity, deals, and people—and how an imbalance in any one area can limit growth. The conversation goes beyond theory and dives into execution, highlighting the realities of sourcing deals, structuring investments, and surrounding yourself with people who elevate the business. Kevin also reflects on risk-taking, adaptability, and the personal growth that comes with entrepreneurship in the M&A space. Key Topics Discussed
Contact: Kevin Ramsier Founder, Sier Capital kramsier@siercapital.com LinkedIn: https://www.linkedin.com/in/askramsier/ Additional Resources
Schedule a discovery call with Patrick of O'Connell Advisory Group. Visit: www.oconnelladvisorygroup.com
Chapters 00:00 – M&A Launchpad Conference overview 01:21 – Meet Kevin Ramsier and his background 02:59 – Leaving corporate and betting on entrepreneurship 07:43 – The three legs of private equity: people, deals, and capital 10:40 – Deal sourcing and relationship-driven growth 19:13 – Recent deal structures and financing strategies 23:44 – Investment flexibility and aligning with investors 28:39 – Favorite types of businesses and future goals 31:06 – Rocket Round 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/ | |||
| Bought a $450K Company - Grew It to $5M with Enrique Rodriguez | 16 Jan 2026 | 00:31:29 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Enrique Rodriguez, owner of Mag General Power Solutions. Enrique shares how he went from electrical engineer, master electrician, and professional engineer to business owner by acquiring an electrical contracting business for $450,000 in an all-cash deal in September 2024. In this podcast episode, we discuss:
Guest Contact Info:
Additional Resources:
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/ | |||
| What No One Tells You About Buying Manufacturing Businesses with Casey Minshew | 15 Dec 2025 | 00:36:00 | |
In this episode, the M&A Launchpad Podcast hosts, Feras Moussa and Casey Minshew, share the unfiltered story behind their acquisition of H&M Plating, an industrial chrome plating company with multiple locations and a large operational footprint. They walk through how the deal was sourced off-market, how the capital stack evolved after a significant appraisal gap, and what it took to operate the business post-close. This is a candid look at the realities of buying and running a heavy manufacturing business—and the lessons they learned the hard way.
Key Topics Discussed: · Sourcing an off-market manufacturing acquisition · Structuring a $20M deal when valuations change · AR lending, seller notes, and earnouts · Reps & warranties in equipment-heavy businesses · Navigating the post-acquisition J-curve · ERP implementation, culture change, and leadership turnover
M&A Launchpad Conference Join us at the M&A Launchpad Conference happening in May in Houston. This one-day, high-impact event is designed for acquisition entrepreneurs serious about sourcing, structuring, and closing deals. Use code LAUNCH for $200 off. Learn more at: https://www.malaunchpad.com Sponsor 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. About Equity Launchpad Equity Launchpad helps acquisition entrepreneurs move from interest to ownership through education, content, community, and real-world deal experience. Through conferences, podcasts, and insights from active buyers, Equity Launchpad supports those serious about buying and operating businesses. Learn more at: https://www.equity-launchpad.com Reach out to Casey and Feras at 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/ | |||
| How to Build Wealth with Small Bets with Mandy McAllister | 05 Dec 2025 | 00:35:18 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur and investor Mandy McAllister to unpack what business ownership really looks like behind the scenes. Mandy shares how she used small apartment buildings to buy her way out of a W2, why she added a car wash and a motel to her portfolio, and how she manages the very real brain space cost that comes with owning operating businesses. From constant maintenance at the car wash to guest experience at her Wisconsin lake motel, Mandy breaks down the expectations, challenges, and mindset shifts required to own and grow multiple businesses while still being an engaged mom and community builder. She also talks about Go Abundance Women, building a tribe of high-performing women, and why more women should be in the business acquisition game. In this podcast episode, we discuss: · How Mandy transitioned from medical device sales into apartment investing · Using midsize multifamily as a floor of income to safely leave a W2 · Why the wealthiest people she met owned businesses, not just real estate · Buying a car wash: constant breakdowns, brain space, and risk-adjusted returns · How expectations shape your experience of challenges in business ownership · The motel acquisition story and repositioning it as a lake-town experience · SOPs, guest communication, and designing memorable peak moments · Running numbers, worst-case scenarios, and asymmetric risk/reward bets · The power of community: Go Abundance Women and thinking bigger together · Why we need more women in acquisitions and how Mandy backs female-led deals Guest Contact Info: · LinkedIn: https://www.linkedin.com/in/themandymcallister · Website: https://www.mandymcallister.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 – Upcoming May2, 2026 in Houston, TX This one-day event brings together entrepreneurs, investors, and dealmakers who are serious about buying and scaling businesses. Learn from headliners, talk to real operators who have closed deals, and connect with vendors who can support your quality of earnings, due diligence, capital raising, and financing needs. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off. For all M&A Launchpad and podcast inquiries—or to connect with hosts Casey Minshew and Feras Moussa—email info@equity-launchpad.com. Explore more at 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/ | |||
| How $100M Sell-Side Deals Really Get Done with Patrick Galleher | 20 Nov 2025 | 00:39:39 | |
Patrick Galleher of Boxwood Partners breaks down how a professional $100M sell-side process works—prepping financials, running IOIs, conducting management meetings, and choosing the right private equity partner. We cover the full seven-month timeline, rollover equity, how buyers are screened, and the biggest mistakes founders make when they take their eye off the business. Patrick also shares real examples of deals that drew massive buyer demand.
What We Discuss • How Boxwood structures sell-side processes for $50M–$150M deals • Why founders typically keep 15–40% rollover equity • How IOIs work and how 150–350 buyers are narrowed down • What happens inside a 3-hour management meeting • Why sell-side QofE is required before going to market • Common seller mistakes that kill deals • What private equity values most right now
Guest Contact Info LinkedIn: https://www.linkedin.com/in/patrickgalleher/ Website: https://www.boxwoodpartners.com Additional Resources Sponsored by O’Connell Advisory Group Work with a trusted Quality of Earnings and financial due diligence partner for business acquisitions. Visit: https://www.oconnelladvisorygroup.com M&A Launchpad Conference – May 2, 2026 - Houston, TX Tickets: https://www.malaunchpad.com Use code LAUNCH for $150 off. Contact the Hosts info@equitylaunchpad.com https://www.equitylaunchpad.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/ | |||
| How Top Business Brokers Really Choose Buyers with Trent Lee | 13 Nov 2025 | 00:40:50 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Trent Lee, a multi-year IBBA Top Individual Deal Maker and #1 business broker in the U.S. for closed transactions. Trent breaks down how great brokers actually think about valuation, deal structure, and—most importantly—how they qualify both sellers and buyers. From getting price and structure “bankable” for SBA lenders to using SDE, EBITDA, and adbacks the right way, Trent explains why most brokers are doing sellers a disservice and how he approaches deals very differently. He also shares exactly what buyers need to do to be taken seriously, stand out in a database of 45,000+ buyers, and get access to the best pre-market listings. Whether you’re a first-time buyer, an independent sponsor, or a founder thinking about selling in the next few years, this is a masterclass in how deals actually get done in the small and lower-middle market. In this podcast episode, we discuss: How Trent went from frustrated seller to award-winning business broker and credentialed appraiser Why most business brokers get valuation wrong—and how that hurts both sellers and buyers The appraisal and valuation process: SDE vs. EBITDA, adbacks, debt service coverage, and SBA guidelines How Trent “indoctrinates” sellers with education before he ever takes a business to market Getting sellers realistic on both price and terms (the price/terms “teeter-totter”) Why some owners discover they’re not actually ready—or able—to exit when they first call a broker How Trent built a 45,000+ buyer database and uses pre-market listings to drive competition The rise of more sophisticated buyers and why “buying boring businesses” is beating startup risk Seller financing realities: when seller notes help, when they hurt, and why he rarely recommends big carries for SBA deals How to approach brokers the right way as a buyer (and what instantly tags you as a tire kicker) Why being “industry agnostic” is a red flag and how to define a strong, credible buy box The right sequencing: proof of funds, SBA pre-approval, and moving fast on non-binding offers How to use due diligence to justify price adjustments when adbacks or owner comp are off Trent’s Rocket Round: competitive tennis, a $19M triple-up exit story, and how he uses AI and automation to close more deals than most brokers combined Guest Contact Info: Website: https://www.sellbusinessinlasvegas.com Email: Trent@fcbb.com LinkedIn: https://www.linkedin.com/in/trentlee YouTube (free education for buyers and sellers): https://www.youtube.com/channel/UCncOtmBY1gbuE6wDyaFfwBw Social & free buyer resources hub: https://linktr.ee/trentlee 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: http://www.oconnelladvisorygroup.com. Attend the M&A Launchpad Conference – Coming October 2025, date and location TBD. This one-day event brings together operators, searchers, independent sponsors, lenders, and deal professionals for tactical sessions on deal sourcing, capital raising, quality of earnings, due diligence, and post-close operations. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off your ticket. M&A Launchpad Hosts Contact – To connect with hosts Casey Minshew and Feras Moussa about deals, partnerships, or speaking, email: info@equitylaunchpad.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/ | |||
| From Divorce Papers to a $1M Business Acquisition with Raj Kankaria | 06 Nov 2025 | 00:38:30 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew chat with Houston-based operator and Army veteran Raj Kankaria, owner of Lone Star Attorney Service—the largest process service company in Harris County. Raj breaks down how a career pivot and a tough life moment led him to discover a niche, recurring-revenue business, why he structured the acquisition with heavy seller financing, and how implementing EOS unlocked rapid growth from ~700–800 serves per month to ~1,200 in just a few months. We get into margins, pricing, who pays for service of process, the realities of post-close change management, and how disciplined leadership from the military translates into small-business execution. In this podcast episode, we discuss:
Guest Contact Info: LinkedIn: https://www.linkedin.com/in/rajkankaria/ Company: Lone Star Attorney Service (Houston, TX) Email: (shared during the episode) 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 M&A Launchpad Conference – Upcoming May 2, 2026 in Houston, TX. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off. Contact the Hosts – Email Casey Minshew and Feras Moussa at info@equitylaunchpad.com. Equity Launchpad helps founders and operators learn to buy, operate, and scale small businesses. Learn more at 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/ | |||
| Roll-ups, Earn Outs, and a 3-Year Exit with Josh Davis | 04 Nov 2025 | 00:40:06 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Josh Davis (JL Davis Enterprises) to unpack how he and his wife built one of the fastest-growing logistics companies in Canada—bootstrapped—then exited to a private-equity–backed strategic buyer in just three years. Josh shares the pivotal mentorship that shaped him, the asset-light pivot that unlocked scale, how custom software and ruthless scorecards drove margins, and what he learned operating under PE during a two-year earn-out. He also walks through his current family office and consulting work—helping founder-led SMBs get people, systems, and leadership right. In this podcast episode, we discuss:
Chapters 00:00 Introduction to Josh Davis 01:01 Family roots, mentorship, dropping out to care for his grandfather 02:36 The final sailing trip: crisis at sea and leadership lessons 04:27 From mining to M&A: distressed assets, turnarounds, and roll-ups 06:10 Honeymoon to startup: launching a logistics company with an asset-based vision 07:14 The pivot to asset-light and why it unlocked scale 09:00 Building the software: dispatch → LTL modules → visibility → invoicing 10:45 Gamifying operations: scorecards, metrics, and gross profit discipline 12:40 Competing in low-margin markets and earning a real-world “MBA” 13:34 Deciding to sell: capital intensity, family priorities, and going to market 14:50 Choosing a PE-backed strategic; two-year earn-out and integration 17:02 Scale at exit: office team growth and contractor network 18:23 Why an earn-out made sense for a high-growth, tech-forward platform 20:00 What PE taught him: budgeting, acquisitions, and executive rigor 23:55 After stepping down: identity, family time, and launching a family office 25:57 Founders in the weeds: building a consulting arm for people/systems/tech 28:14 AI, software, and human capital: helping SMBs professionalize 31:02 Working on the business vs. in the business 31:30 Advice for first-time acquirers: people, systems, leadership 33:18 Rocket Round: free time (boating), most memorable moment, favorite tools (mentors, AI + HubSpot) 35:58 How to reach Josh (LinkedIn, JL Davis Enterprises, DM “scale”) and close Connect with Josh Davis LinkedIn: https://www.linkedin.com/in/scaling-with-josh-davis/ Company: https://jldavisenterprises.com Additional Resources The M&A Launchpad Conference – Join us in Houston for the 2026 M&A Launchpad Conference, a premier event designed for acquisition entrepreneurs, investors, and operators focused on buying, scaling, and selling businesses. Expect actionable sessions, curated networking, and access to dealmakers who are actively acquiring and scaling companies. Learn more and reserve your spot at https://www.malaunchpad.com — use code LAUNCH for $150 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 https://www.oconnelladvisorygroup.com to learn more. Get in touch with show hosts Casey Minshew and Feras Moussa at info@equitylaunchpad.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/ | |||
| From Startup to Search Fund: Buying and Scaling a Digital Marketing Agency with Grant Hensel | 17 Oct 2025 | 00:32:57 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Grant Hensel — a seasoned entrepreneur and acquisition professional who transitioned from starting companies to buying and scaling them. Grant shares his journey from founding and exiting Nonprofit Megaphone to launching a self-funded search that led to the acquisition of a digital marketing agency specializing in SEO for personal injury attorneys. Together with his wife Julia, Grant built upon their prior entrepreneurial experience to acquire, operate, and grow the business while implementing EOS and exploring bolt-on opportunities. Throughout the episode, Grant discusses the lessons learned from acquiring a service-based business, navigating due diligence for digital assets, managing client retention, and building operational structure with EOS. The conversation dives into how Grant and Julia identified the right target, financed the deal through seller notes, and created growth through sales, marketing, and a bolt-on acquisition. He also touches on his fund, Entrepreneurial Capital, which supports other ETA operators, and his perspective on growth, transparency, and building long-term client trust. In this podcast episode, we discuss:
You can connect with Grant on LinkedIn or X (Twitter): @GrantHensel Learn more about his fund: Entrepreneurial Capital M&A Launchpad Conference:The next M&A Launchpad Conference is happening in October 2025 in Chicago. Date and location details coming soon. This is the premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $200 off. Sponsored by O’Connell Advisory GroupWork 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 Additional Resources:Contact Casey Minshew and Feras Moussa at info@equity-launchpad.com Learn more at 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/ | |||
| From Tech to Business Ownership: An Acquisition Journey with Anica John | 10 Oct 2025 | 00:40:53 | |
In this episode of the M&A Launchpad Podcast, host Casey Minshew talks with Anica John, who shares her inspiring path from the tech industry to acquiring a book printing business. Anica opens up about leaving the corporate world, the lessons learned during the acquisition process, and how family support has been a driving force in her success. She also discusses the impact of tech layoffs on her decision to pursue entrepreneurship, the complexities of financing and closing a deal, and how leadership and team dynamics shape the post-acquisition journey. Whether you’re transitioning from a tech background, seeking your first acquisition, or exploring the small business space, Anica’s story offers valuable insights into the journey from employee to entrepreneur. In this podcast episode, we discuss:
Guest Contact Info: LinkedIn: https://www.linkedin.com/in/anicajohn/ Additional Resources:
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: 🎧 Podcast on Apple: 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/ | |||
| Why Most Business Deals Fall Apart | Drew Eckman | 02 Apr 2026 | 00:36:09 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Drew Eckman, founder of SMB Loan Support. Drew shares his journey from M&A attorney to operator to advisor, and how he now helps acquisition entrepreneurs successfully finance and close deals. They break down one of the most overlooked aspects of buying a business—structuring and financing—and why having the right team early can make or break your deal. Drew also dives into common mistakes buyers make, how lenders really think, and why working capital can quietly destroy an otherwise great acquisition. If you're serious about buying a business, this episode is packed with real-world insight on how to actually get deals across the finish line. In This Episode, We Discuss:
Guest Contact Information
Additional Resources
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/ | |||
| Journey to Independent Sponsorship with Cory Sandrock | 02 Oct 2025 | 00:50:27 | |
In this episode of the M&A Launchpad Podcast, host Casey Minshew interviews Cory Sandrock, Managing Partner of Pareto & Company. Cory shares his unique journey from theater to private equity, highlighting the nuances of independent sponsorship versus search funds and the critical role of teamwork in successful deal-making. He dives into lessons from his first acquisition, funding strategies for independent sponsors, and a detailed case study of an HVAC deal. Cory also explores the future of independent sponsorship, the importance of understanding financial health in acquisitions, and practical advice for new investors. Whether you’re an operator, investor, or entrepreneur eyeing your first acquisition, this episode provides grounded strategies and behind-the-scenes insights into the deal-making process. In this podcast episode, we discuss:
Guest Contact Info: LinkedIn: https://www.linkedin.com/in/corysandrock/ Company: https://paretoandcompany.com Email: csandrock@paretoandcompany.com 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 M&A Launchpad Conference The next M&A Launchpad Conference is happening in October 2025 in Chicago. Date and location details coming soon. This is the premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $200 off. Additional Resources
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/ | |||
| Unlocking Capital with Sale Leasebacks with Bryan Huber | 26 Sep 2025 | 00:41:54 | |
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:
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
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/ | |||
| Digital Assets & Business Valuation with Paige Wiese | 19 Sep 2025 | 00:35:59 | |
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/ | |||
| From 13 Franchises to Freedom: Kristie Shifflette on Scaling & Exiting with Success | 12 Sep 2025 | 00:44:33 | |
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/ | |||
| Building Exit-Ready Businesses with Jason Kruger | 04 Sep 2025 | 00:38:22 | |
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
Connect with Jason Kruger
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
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/ | |||
| Why 80% of Businesses Fail to Sell | Exit Planning Tips with Adam Koos | 28 Aug 2025 | 00:40:25 | |
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/ | |||
| Six Acquisitions in Three Years with Ryan Sullivan | 21 Aug 2025 | 00:42:23 | |
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:
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
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/ | |||
| Building Powerful Brand Stories & M&A Strategies with Mark Tarchetti | 14 Aug 2025 | 00:43:01 | |
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:
You can connect with Mark: LinkedIn: https://www.linkedin.com/in/mark-tarchetti-312b88164/ Website: https://www.alchemy-rx.com/
Additional Resources:
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/ | |||
| Deferred Sales Trust & Passive Income Strategies with Brett Swarts | 07 Aug 2025 | 00:49:17 | |
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/ | |||
| Hard Lessons in Buying, Scaling, and Exiting with Carl Kleimann | 31 Jul 2025 | 00:41:03 | |
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
Guest Contact Info
Additional Resources
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/ | |||
| Stop Wasting Time Searching for Deals with Liz Macrae | 27 Mar 2026 | 00:28:45 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Liz MacRae, co-founder of Village Wealth, a deal management platform built specifically for acquisition entrepreneurs and self-funded searchers. Liz shares how her experience as a business broker exposed major inefficiencies on the buy side—and how Village Wealth was created to solve them. From building credibility with brokers to organizing deal flow, underwriting opportunities, and leveraging AI to accelerate the acquisition process, this episode breaks down how serious buyers are gaining an edge. The conversation also dives into the evolving M&A landscape, why it’s getting harder to stand out with brokers and sellers, and what it actually takes today to compete for quality deals. In this episode, we discuss:
Guest Contact Info:
Additional Resources:
Work directly with the Equity Launchpad team to source deals, structure acquisitions, and raise capital alongside experienced operators. Contact Casey Minshew and Feras Moussa: info@equity-launchpad.com Explore more: 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: 🎧 Podcast on Apple: 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/ | |||
| Inside SBA Lending: Strategies for Business Buyers with Matthias Smith | 24 Jul 2025 | 00:46:12 | |
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/ | |||
| Navigating Business Transactions with John Martinka | 03 Jul 2025 | 00:40:40 | |
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:
Connect with John:
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/ | |||
| Empowering Women in M&A with Beki Darlin | 26 Jun 2025 | 00:49:32 | |
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:
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/ | |||
| From Lawyer to Entrepreneur: How to Build Wealth Through Small Businesses with Sam Rosati | 19 Jun 2025 | 00:42:02 | |
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:
Connect with Sam Rosati: LinkedIn: https://www.linkedin.com/in/samrosati/ SMBootcamp: https://www.smbootcamp.co/
Additional Resources
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/
| |||
| How One Acquisition Turned Into a 7-Figure Exit with Chris Edwards | 12 Jun 2025 | 00:38:53 | |
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:
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/ | |||
| How to Structure Smart M&A Deals in 2025 - Expert Legal Tips from John Koeppel | 05 Jun 2025 | 00:35:55 | |
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:
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/ | |||
| What It’s Really Like to Buy and Run Small Businesses with Michael Heath | 15 May 2025 | 00:46:56 | |
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:
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/
| |||
| Avoiding Buyer Landmines: Quality of Earnings, SDE Pitfalls, and Buying Right with Elliot Holland | 09 May 2025 | 00:37:32 | |
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/ | |||
| Buy a Manufacturing Business and Use Real Estate to Supercharge Growth with Ryder Fyrwald | 01 May 2025 | 00:38:17 | |
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/
| |||
| From Family Office to Global Advisor: Stephen Marks' Guide to Smarter Acquisitions | 24 Apr 2025 | 00:36:24 | |
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/ | |||
| Independent Sponsor Deals: Structure, Capital, and Risk with Casey Minshew and Feras Moussa | 17 Mar 2026 | 00:27:16 | |
In this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa unpack one of the biggest topics in the acquisition world right now: the independent sponsor model. They walk through what an independent sponsor actually is, how the model compares to ETA and SBA-backed acquisitions, and why larger deals often require a completely different capital strategy. They also get practical about how these deals come together in the real world, from seller conversations and LOIs to Quality of Earnings, lender outreach, data rooms, and the long timeline it can take to build credibility in the market. If you are trying to understand how independent sponsor deals are structured, how sponsors get paid, and what it really takes to close one, this episode gives you a grounded look at the path. In this episode, we discuss:
Additional Resources:
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/ | |||
| Self-Funded vs. Independent Sponsor: Sean Smith Breaks Down the Real Numbers | 17 Apr 2025 | 00:38:53 | |
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. | |||
| From Marine Corps to Building a Scalable Business with Grit with Dominick Blue | 10 Apr 2025 | 00:46:11 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Dominick Blue, a former Marine turned software engineer and acquisition entrepreneur. Dominick shares his inspiring journey—launching Nostra Group, buying two businesses in under a year, and building an AI company to automate operations in home services. He opens up about transitioning from a military background to entrepreneurship, the importance of having a thesis during your search, how he structured his deals, the pitfalls of cash flow management post-close, and how leadership and grit are essential for success. Whether you’re a first-time buyer or building a holding company, Dominick’s story offers actionable advice, strategy, and serious motivation. In this podcast episode, we discuss: · Dominick's path from the Marine Corps to launching Nostra Group · Lessons from acquiring two companies in 2024 (including HVAC and air duct cleaning businesses) · How to develop an effective acquisition thesis · The realities of SDE modeling and cash flow post-close · Navigating licensing and staffing challenges · How military leadership skills translate into business operations · The power of grit and persistence in entrepreneurial success · Using AI to build digital workforces and streamline operations · Why automation should be prioritized in lower-middle-market businesses · Personal reflections on balancing family, business, and growth Guest Contact Info: · LinkedIn: https://www.linkedin.com/in/Dominickblue/ · Twitter (X): https://twitter.com/Dominick_blue · Email: Dominick@nostragroup.com · Company: https://www.nostragroup.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 – May 3rd in Houston. Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $200 off. M&A Launchpad Hosts Contact – info@equitylaunchpad.com Explore more at: 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/ | |||
| How to Build Wealth Through a HoldCo Strategy | Dustin Carreon on Buying Businesses That Last | 03 Apr 2025 | 00:54:12 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Dustin Carreon, founder of COI Holdings, for a powerful conversation on transitioning from small family business roots to building a successful self-funded HoldCo. Dustin shares the full arc of his entrepreneurial journey—from collecting scrap metal with his father, to running a multi-million dollar electronics distribution company, to acquiring legacy businesses and compounding their cash flows into generational wealth. He reveals the mindset shifts, strategic decisions, and operational lessons that helped him move from hustler to long-term investor. Whether you're considering your first acquisition or thinking about scaling into multiple businesses, this episode offers tactical insights and long-term vision from someone who’s actually done it. In this podcast episode, we discuss:
Email: dustinc@coiholdings.com · Website: https://www.coiholdings.org Additional Resources:
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/ | |||
| Buy and Grow a Small Business with Grit and Strategy with Jon Staenberg | 27 Mar 2025 | 00:54:04 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Jon Staenberg, a veteran investor and expert in the search fund space. The conversation explores the growing role of search funds in the transition of small businesses across America and why now is a pivotal moment for aspiring entrepreneurs and investors alike. Jon shares his journey, from growing up in a small town to traveling the world, and how those experiences shaped his perspective on entrepreneurship. He discusses the grit and passion required to buy and operate a business, and dives into his personal ventures—including owning a winery in Argentina. With a strong belief in mentorship and community, Jon highlights the need to train the next generation of business leaders to take over the nearly 12 million small businesses facing transition. The conversation covers the evolution of the search fund model, global trends, integrating philanthropy, and the increasing role of technology and AI in the M&A space. Whether you're an investor looking to get into search funds or an entrepreneur exploring alternative ways to acquire a business, this episode is packed with insights and actionable takeaways. In this podcast episode, we discuss:
You can connect with Jon Staenberg via LinkedIn: https://www.linkedin.com/in/jonstaenberg/ Additional Resources:
| |||
| Funding Business Acquisition with Your Retirement Account with Jeremy Ames | 20 Mar 2025 | 00:44:16 | |
Join hosts Casey Minshew and Feras Moussa on the M&A Launchpad Podcast as they welcome Jeremey Ames, Co-Founder and CEO of Guidant Financial. With over two decades of experience and a track record of helping 30,000 individuals step into business ownership, Jeremey brings invaluable insights to the table. Together, they explore different routes to entrepreneurship, from leveraging retirement funds to choosing between franchises and startups. Jeremey also breaks down current trends in business acquisitions, while sharing advice on navigating challenges and avoiding common pitfalls faced by aspiring business owners. Don't miss this expert-driven conversation packed with actionable tips for your entrepreneurial journey! Tune in for an engaging and informative discussion packed with actionable takeaways for anyone involved in M&A or wealth management! In this episode: ► Using retirement funds to become your own angel investor ► Franchises vs. Startups ► Relationship building for successful deals ► The changing landscape of business acquisition You can contact Jeremy at: https://www.linkedin.com/in/jeremyamesentrepreneur/ 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/ Join the M&A Launchpad Community at the M&A Launchpad Conference on May 3rd in Houston. Get your tickets here: https://www.malaunchpad.com/ and use code LAUNCH for $200 Off 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@equitylaunchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale or sell your business? Visit Equity Launchpad (https://equity-launchpad.com/) | |||
| Closing Sellers in an M&A Deal with Nate Pratt | 13 Mar 2025 | 00:35:45 | |
Join hosts Casey Minshew and Feras Moussa on the M&A Launchpad Podcast as they sit down with Nate Pratt, CFA, Vice President of Corporate Development at OneDigital. Nate plays a pivotal role in driving growth in the institutional and wealth advisory space through mergers and acquisitions. With a wealth of experience from leadership roles at Dimensional Fund Advisors, a $575 billion investment firm, and Strategic Investment Solutions, Nate is a seasoned expert in investment consulting and corporate strategy. In this episode, Nate shares his expertise on working with sellers, offering listeners a deep understanding of the seller's mindset throughout the M&A process. The conversation uncovers key strategies for navigating seller dynamics, building trust, and fostering meaningful relationships with founders during the sale of their businesses. Listeners will gain valuable insights into the importance of early succession planning, the unique challenges tied to generational differences in communication, and the emotional complexities sellers face during transitions. Nate also emphasizes the critical role of face-to-face interactions and highlights the need for a well-structured wealth management plan post-sale. Tune in for an engaging and informative discussion packed with actionable takeaways for anyone involved in M&A or wealth management! In this episode:
You can contact Nate Pratt at: https://www.onedigital.com/profile/nate-pratt-cfa/ 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/ Join the M&A Launchpad Community at the M&A Launchpad Conference on May 3rd in Houston. Get your tickets here: https://www.malaunchpad.com/ and use code LAUNCH for $200 Off 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@equitylaunchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale or sell your business? Visit Equity Launchpad (https://equity-launchpad.com/) | |||
| Young Couple Builds Generational Wealth By Buying A Business With SBA Loan with Meredith and Michael Schlinkert | 06 Mar 2025 | 00:34:40 | |
In this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa interview Michael and Meredith Schlinkert, owners of BackgroundConnect, as they share their journey of acquiring a background screening company in Houston. They discuss their backgrounds, the search process for the right business, the challenges they faced during the acquisition, and their strategies for growth in the first year. The conversation highlights the importance of having the right team, understanding the business landscape, and building strong client relationships. They also reflect on their experiences and offer advice for aspiring entrepreneurs looking to make similar moves in the business world. In this episode:
You can contact Meredith Schlinkert at mschlinkert@backgroundconnect.com Additional Resources:
| |||
| How Independent Sponsors Buy & Scale Businesses Without a Fund with Bryan Rand | 20 Feb 2025 | 00:46:43 | |
In this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa interview Bryan Rand, CEO of Rand & Co Holdings, who delves into the intricacies of being an independent sponsor. Bryan explains the dual aspects of the role: accelerating growth for small businesses and acquiring legacy companies. Key topics include deal structuring, the benefits of private credit, and sale-leaseback arrangements. Bryan also shares insights from his entrepreneurial journey, emphasizing the importance of strategic partnerships and robust operational models. The discussion offers valuable tips for budding entrepreneurs and established investors alike. In this episode:
You can contact Bryan Rand on his website: https://rand-co.com/ Additional Resources:
| |||
| Doubling Revenue in a Plumbing & HVAC Company Through Acquisition with JD Beck | 14 Feb 2025 | 00:37:03 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview JD Beck, a successful entrepreneur in the plumbing and HVAC industry. JD, a graduate from the University of Alabama with an electrical engineering degree, went straight to the army after college. After the army, JD spent time in the corporate world before discovering the world of business acquisitions. In 2022, JD stumbled upon Mountain Valley, a local plumbing and HVAC business, which he then acquired for an incredible price. JD continues to lead and operate Mountain Valley, while simultaneously acquiring other businesses in the space. JD discusses the challenges he faced during his transition, including the acquisition of Mountain Valley Plumbing, operational changes, and the importance of building a high-performance team. J.D also emphasizes the significance of effective pricing strategies and the role of business brokers in finding opportunities. He discusses the challenges of his first deal compared to subsequent ones, the strategies he employed to evaluate businesses, and the significance of networking through platforms like Twitter. JD also reflects on personal growth and leadership changes within his company, outlining his future goals for expansion and profitability. In this podcast episode, we discuss: · HVAC & Plumbing Industry · Improving Operations in the First Year · Due Diligence in an Acquisition You can connect with JD by X (Twitter) or Email: @dirtyhandsops or jd@mtnvalleyplumbing.com Additional Resources: · 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 Equity Launchpad at https://equity-launchpad.com/ | |||
| Pioneering AI and Acquisitions with Rob Carpenter | 06 Feb 2025 | 00:34:17 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Rob Carpenter - an accomplished entrepreneur who got his start in AI before AI was popular and eventually exited to begin his own family office focused on home service acquisitions. Rob was born in an Eskimo village in Alaska and moved to Colorado where he launched his first software development company. After buying firms in India and London, Rob sold the business after seven years. Soon after, Rob started Valyant AI, which sought to build holographic employees. Although Valyant was exciting and innovative, it was too early for adapters of AI. Rob exited and after a few ventures, decided to launch the family office to acquire and invest in other established businesses. Throughout the episode, Rob emphasizes the importance of operational efficiencies, cash flow management, and digitization in acquired businesses, particularly in traditional industries. The discussion also explores the impact of AI and robotics on various sectors, the role of Google reviews in business growth, and the strategic decisions involved in acquisitions. Rob underscores the value of problem-solving in entrepreneurship and the lessons learned from past mistakes, offering key insights for those looking to navigate the world of business acquisitions. In this podcast episode, we discuss:
You can connect with Rob by email: rob@frostrivercapital.com Additional Resources:
| |||
| Franchising as a Wealth Engine with Jeff Dudan | 05 Mar 2026 | 00:50:31 | |
In this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa sit down with Jeff Dudan, CEO of HomeFront Brands, to break down why franchising can be one of the most powerful wealth-creation models in the lower middle market. Jeff shares how he built a restoration business into a national franchise, scaled it to 240 locations across 37 states, and ultimately exited the company—plus what he learned about building durable systems and strong operator relationships along the way. They also get tactical on what it really takes to franchise a concept the right way, including the operational proof required before selling franchises, what franchise fees actually cover, and why undercapitalized franchisors create failure downstream. If you’re evaluating a franchise acquisition, considering a franchise as an alternative to a standalone SMB purchase, or thinking about turning your business into a franchise system, this episode is packed with practical context. In this episode, we discuss: · Franchises vs. independent businesses: when a proven system wins · The franchisor mindset: building relationships, engagement, and operator success · How Jeff scaled AdvantaClean to 240 locations and exited the business · What makes a franchise concept “ready” to franchise (proof, KPIs, and a second location run by someone else) · The real cost of franchising: legal docs, operations manuals, and the capital needed to support owners · Why initial franchise fees don’t “fund growth” (and what they actually pay for) · What private equity is doing in franchising: moving from brands into the boxes · Multi-brand ownership: when it works, when it doesn’t, and why focus matters · Typical franchise royalty ranges and what buyers should expect
Guest Information: LinkedIn: https://linkedin.com/in/jeffdudan Website: https://www.jeffdudan.com FranMastery: https://franmastery.com HomeFront Brands: https://homefrontbrands.com
Additional Resources: · Register for the M&A Launchpad Conference – May 2, 2026 in Houston, Texas: https://malaunchpad.com. Use code LAUNCH for $150 off your ticket · Have a question for the hosts? Contact Casey Minshew and Feras Moussa: info@equitylaunchpad.com · Visit Equity Launchpad — a Houston-based investment and acquisition firm that buys, scales, and grows established lower-to-middle-market businesses while providing opportunities for investors: 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/ | |||
| From Property Management Startup to Acquiring a Service Business | 03 Feb 2025 | 00:31:50 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Brittney Orellano, who shares her inspirational journey of starting a real estate property management company and later acquiring a garage and gate service business in Kansas City. Brittney discusses the challenges of balancing entrepreneurship with family life, including working with her husband while raising four children. Like many in this M&A space, Brittney discovered the world of ETA through the teachings of Codi Sanchez and other M&A podcasts. After starting a company, she decided that an acquisition would be her next challenge. Brittney and her husband currently own and manage both SCUDO RE + PM (property management company) and Radio Controlled Garage Door & Gate (garage door and gate service company). The conversation dives into the logistics of acquiring a business, including financial structuring, seller financing, and the integration of new technology. Brittney reveals the ups and downs of her entrepreneurial journey and offers invaluable insights and lessons learned. The episode also highlights Brittney’s excitement for AI implementation in her business and her passion for continued growth. In this podcast episode, we discuss:
You can connect with Brittney by Email: brittney@rcgdg.com Additional Resources:
| |||
| SBA Lending Tips & Tricks from Expert Lender "SBA Ray" | 24 Jan 2025 | 00:45:05 | |
In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Ray Drew, known to many in the M&A space as “SBA Ray”. Ray hosts his own podcast called “The Art of SBA Lending” and provides an in-depth exploration of the SBA lending program, particularly the 7(a) loan. He has 13 years of experience in the lending space and is currently with Truliant Federal Credit Union as an official SBA 7(a) lender. Key topics discussed include the dos and don'ts of SBA lending, loan structuring for business acquisitions, and recent changes to SBA guidelines. Ray offers valuable takeaways for business buyers and how lenders make money. From a lender perspective, we discuss how money can be made as an SBA lender. More importantly, from a buyer’s perspective, we dive deep into all aspects of the SBA product line, from the benefits to an SBA loan, to the recent guideline changes that buyers should be aware of. The episode concludes with a deep dive into the nuances of SBA loans, including debt service coverage ratio, collateral requirements, and typical borrower mistakes.
In this podcast episode, we discuss:
You can connect with Ray by: LinkedIn: linkedin.com/in/raydrew4589 Website: sbaray.com X (twitter): @sbaray
Additional Resources:
| |||
| Secrets to Raising Capital with Dr. Thomas Powell | 17 Jan 2025 | 00:45:45 | |
In this episode, Casey Minshew and Feras Moussa, of the M&A Launchpad Podcast, interview Dr. Thomas Powell, a serial entrepreneur and investor. Dr. Thomas Powell has over 35 years of experience in banking and finance and has developed a deep understanding of the industry and raising capital. Tom has raised billions of dollars in his career for oil and gas, real estate and business ventures. In his spare time, he is a ski instructor in Nevada. He recently received his law degree in order to fight against the SEC, which we discuss in this episode.
The discussion covers facing adversity, raising capital, the importance of taking calculated risks, and the value of staying connected with investors. Dr. Powell shares his extensive experience in business, detailing his journey from starting his first business at age 12 to becoming a key investor and advisor in various ventures. Dr. Powell also highlights his lawsuit against the SEC promoting freedom of speech for entrepreneurs. This episode provides valuable insights into the real-life challenges and rewards of entrepreneurship.
Thomas is the Senior Advisor at The Brehon Group, an international consulting firm focused on helping startups raise capital and ensure compliance. He specializes in asset protection strategies, guiding clients in safeguarding wealth within complex legal and business environments. Thomas has extensive experience in securities laws, compliance, and financial structuring for both startups and large projects. If you want to hear more from Dr. Powell, check out his podcast: Home - The Powell Perspective In this podcast episode, we discuss:
You can connect with Thomas by LinkedIn: Thomas J. Powell, LP.D - The Brehon Group | LinkedIn Additional Resources:
| |||
| Buying & Growing a Power Washing Franchise with Nick Heye | 09 Jan 2025 | 00:37:12 | |
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Nick Heye. Nick talks about his experience entering the franchise world with Rolling Suds, a power washing and exterior cleaning company. Nick was the fourth franchisee in a new system that has now grown to nearly one hundred, and shares his insights on the challenges and rewards of building a business from the ground up. We discussed the importance of a good franchisor, lessons learned, and the pros and cons of franchising, as well as Nick's personal journey from finance to entrepreneurship. This is one of the only discussions that we had surrounding a franchise, and it is interested to hear the pros and cons compared to other entrepreneurship routes. Nick gives good insight to making the proper decisions, how to treat others, and tips into running a quality business set to grow and succeed. In this podcast episode, we discuss:
You can connect with Nick by Twitter (X): @hokieheye Additional Resources:
| |||