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

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:  Raj’s path: Army → Rice MBA → Investment banking → Acquisition entrepreneur  How getting served divorce papers revealed a business opportunity  What a process server actually does and who pays for it in different case types  Inside Lone Star Attorney Service: pricing transparency, sticky clients, and 25%+ margins  Deal structure: ~$1M valuation, ~4x forward EBITDA, 60% seller note, 30% seller rollover, 10% buyer equity  Why seller financing protects both parties and can create better after-tax outcomes  First-90-days playbook: immediate cultural reset, policy changes, and EOS implementation  Operational cadence: weekly L10s, issue-solving, and aligning the team to quarterly targets  Growth unlocks: InfoTrack preferred-vendor status and a tax-protest client adding steady volume  Technology collaboration with the case-management vendor versus building in-house  What’s next: organic growth, acquisitions, offshoring, and scaling statewide  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/

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:  Josh’s origin story: entrepreneurial grandfathers, real-world mentorship, and the storm at sea that rewired his approach to leadership and preparedness  From mining to trucking: why roll-ups clicked and how a logistics pivot to asset-light changed everything  Building in-house software: dispatch → LTL consolidation → visibility → invoicing, and how “gamified” scorecards boosted GP and accountability  Scaling fast in a low-margin industry: the metrics that mattered and the hiring playbook that attracted top talent   Deciding to sell: pregnancy, capital intensity, and choosing a PE-backed strategic with operational support   Deal mechanics: two-year earn-out, integration lessons, and why the “education” was worth it  Life after exit: identity reset, launching a boutique family office, and spinning up a consulting arm for people/systems/tech turnarounds  Advice for first-time acquirers: right people/right seats, operating systems that actually run the business, and leveling up leadership  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 ac

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: Self-Funded Search and Finding the Right Business Due Diligence in Digital Acquisitions Operating and Growing a Marketing Agency Implementing EOS (Entrepreneurial Operating System) Structuring Seller Financing and Building Trust with Clients Bolt-On Acquisitions and Expanding Services Investing in Other ETA Entrepreneurs Guest Contact Info: 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 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   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/

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:  Anica’s journey from the tech industry to entrepreneurship  Lessons learned while acquiring a book printing business  The importance of patience during the acquisition process  How family support contributes to business success  The impact of recent tech layoffs on career choices  Navigating financing and due diligence challenges  The value of leadership and strong team dynamics post-close  Why understanding your business landscape is essential  How to hire the right people and create a strong company culture  Guest Contact Info:  LinkedIn: https://www.linkedin.com/in/anicajohn/  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 – October 25, 2025, in Chicago, IL. Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Learn more at https://www.malaunchpad.com  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: 🎧 Podcast on Apple: 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

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:  Cory’s journey from theater to private equity  Independent sponsorship vs. search funds  Teamwork as a cornerstone of deal-making  The importance of assessing financial health before acquisition  Lessons from Cory’s first acquisition experience  Funding strategies for independent sponsors  Case study: HVAC acquisition and deal structuring  Incentivizing management teams for growth  How to differentiate in a competitive M&A landscape  The future of independent sponsorship and advice for new investors  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  Contact the hosts Casey Minshew or Feras Moussa at info@equity-launchapad.com  Looking to Buy or Sell a Business?  Equity Launchpad: https://www.equity-launchapad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, Casey Minshew sits down with Bryan Huber, Partner at SAB Capital, to explore the intricacies of sale leasebacks in the context of business acquisitions. Bryan breaks down how these transactions work, why they’re such a powerful tool for freeing up capital, and how they can improve business valuations. The conversation highlights underwriting considerations, the importance of quality of earnings, and the flexibility required when structuring deals. They also touch on lease agreement implications, financing strategies, and negotiating purchase options that protect future acquirers.  In this podcast episode, we discuss:  How sale leasebacks can unlock capital in acquisitions  Why understanding the mechanics is crucial for acquirers  The role of quality of earnings in financial diligence  How sale leasebacks impact business valuation and flexibility  Underwriting considerations: tenant creditworthiness & lease structure  Geographic and market demand for sale leaseback transactions  Financing strategies that don’t limit future borrowing capacity  Negotiating purchase options to mitigate risk  Connect with Bryan Huber LinkedIn: https://www.linkedin.com/in/john-bryan-huber-47453755/  Additional Resources  The M&A Launchpad Conference – Join us on October 25, 2025 in Chicago for a one-day, high-impact event designed for acquisition entrepreneurs, investors, and operators who are serious about buying, selling, and scaling businesses. The agenda is packed with actionable sessions, curated networking, and access to industry experts who are actively doing deals. Space is intentionally limited to keep the event impactful, so attendees can connect with the right people and walk away with real opportunities. Secure your spot today at www.malaunchpad.com — use code LAUNCH for $200 off your ticket.  O’Connell Advisory Group Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: www.oconnelladvisorygroup.com  Get in touch with show hosts Casey Minshew and Feras Moussa at info@equity-launchpad.com  Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, Casey Minshew interviews Paige Wiese, founder and CEO of Tree Ring Digital, a Denver-based digital marketing agency. Paige brings over 15 years of experience helping businesses build and execute marketing strategies that drive measurable growth. She shares her perspective on why evaluating digital marketing strategies is critical when acquiring a business, how digital assets factor into valuation, and what buyers and sellers should consider during due diligence. The conversation dives into the importance of preparing for exits, integrating digital strategies post-transaction, and adapting to rapid changes in the digital landscape—including the rise of AI. Paige also highlights the unique opportunities and challenges in bringing digital presence to blue-collar businesses.   Key Takeaways · The M&A Launchpad event is a must-attend for anyone buying, selling, or scaling businesses. · Evaluating digital marketing strategies is essential for business buyers. · Understanding digital assets can prevent costly mistakes during acquisitions. · Financial health and quality of earnings are critical in M&A. · A strong digital presence can significantly increase business valuation. · Buyers should ask the right questions about digital assets before acquisition. · Post-transaction integration of digital strategies is key to a successful transition. · AI is changing the digital marketing landscape rapidly. · Blue-collar businesses need to start building their digital presence early.   Connect with Paige Wiese LinkedIn: https://www.linkedin.com/in/paigewiese/ Tree Ring Digital: https://treeringdigital.com/   M&A Launchpad Conference The M&A Launchpad Conference is where acquisition entrepreneurs, investors, and operators come together for a full day of deal-making, insights, and networking. Whether you’re buying, selling, or growing businesses, this is the event that puts you in the room with the right people. · Learn directly from industry leaders and active dealmakers · Gain insight into real-world acquisitions and exits · Build relationships with capital partners, operators, and advisors · Discover opportunities to scale through mergers & acquisitions Chicago, IL Saturday, October 25, 2025 Tickets + info: https://www.malaunchpad.com/ Use code LAUNCH for $200 off registration.   Additional Resources · Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: https://www.oconnelladvisorygroup.com/ · Access our archive of video interviews on YouTube: https://www.youtube.com/@MALaunchpad · Connect with show hosts Casey Minshew and Feras Moussa: info@equitylaunchpad.com · Learn more about Equity Launchpad: https://www.equity-launchpad.com/ About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Kristie Shifflette, who shares her inspiring journey from corporate America to becoming a successful franchisee with Orange Theory Fitness. Kristie dives into the challenges and triumphs of scaling her business to 13 locations, her experience navigating private equity, and the critical role of sales and team development in driving success. She also opens up about her post-exit chapter—new ventures in health and wellness, lessons learned, and how she’s redefining success after building and selling a thriving business. This episode is packed with insights for entrepreneurs, franchise operators, and anyone considering private equity partnerships or planning for an eventual exit.   Key Takeaways · It doesn’t really matter where you start; it’s how you finish. · Sales and people development are crucial for business success. · Pre-sales strategies can lead to profitability from day one. · Having control over an area can provide a competitive advantage. · Building a strong team structure is essential for scaling. · Private equity can provide opportunities for growth and expansion. · Understanding your numbers is key to executing a successful business strategy. · Self-awareness is important in recognizing when to pivot or step back. · Creating systems and processes can make a business more attractive to buyers. · Empowering consumers with knowledge can lead to better health outcomes.   Connect with Kristie Schifflette LinkedIn: https://www.linkedin.com/in/kristie-shifflette-0761353/   M&A Launchpad Conference The M&A Launchpad Conference is where acquisition entrepreneurs, investors, and operators come together for a full day of deal-making, networking, and insights from industry leaders. 📍 Chicago, IL 📅 Saturday, October 25, 2025 🎟️ Tickets & Info: https://www.malaunchpad.com 💸 Use code LAUNCH for $200 off   Additional Resources Watch our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad Contact the hosts: info@equitylaunchpad.com Learn more: https://equity-launchpad.com   About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Jason Kruger, President at Signature Analytics (a Citrin Cooperman Company). Jason shares his journey from Deloitte to entrepreneurship, scaling Signature Analytics, and ultimately navigating its acquisition.  This conversation digs into the fundamentals of building a business with the end in mind—why intentional growth, strong documentation, and client diversification are critical to maximizing valuation. Jason also unpacks how AI is transforming accounting and decision-making, and what entrepreneurs should do today to position their companies for a smoother, more profitable exit.  Whether you’re buying, selling, or still scaling, Jason’s insights will give you a clear roadmap for creating enterprise value that lasts.    Key Takeaways  Intentional Growth – Plan for your exit early and build a company that operates independently of the founder.  Systems & Documentation – Formal processes add tangible value and buyer confidence.  Diversification – Avoid client concentration risk to stabilize revenue and valuation.  AI in Accounting – Emerging tools are streamlining reporting and empowering real-time decisions.    Connect with Jason Kruger  LinkedIn: https://www.linkedin.com/in/jason-kruger/  Email: JKruger@citroencooperman.com    Don’t Miss the M&A Launchpad Conference  Join us in Chicago on October 25, 2025 for the flagship M&A Launchpad Conference—a one-day experience bringing together searchers, independent sponsors, capital partners, and M&A advisors. Networking, panels, and deal flow, all under one roof.  Register now at: https://www.malaunchpad.com Use code LAUNCH for $150 off your ticket.    Additional Resources  Access our full archive of podcast and video interviews: https://www.malaunchpad.com/podcast  Connect with the hosts at Equity Launchpad: info@equitylaunchpad.com  Learn more about M&A opportunities: https://www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Adam Koos, founder of Elevate and Exit and Libertas Wealth Management. With a unique background in both psychology and finance, Adam helps business owners prepare for the biggest decision of their lives—selling their company.  From the emotional side of letting go of a business to the hard numbers that make or break a deal, Adam shares why most owners wait too long to plan an exit—and how that mistake leaves millions on the table. He dives into consultative selling, minimizing key-person risk, and how to structure businesses for a smoother, more profitable transition.  If you’re buying, selling, or just starting to think about succession planning, this conversation will give you practical takeaways and a new lens for approaching the exit process.  In this episode, we discuss:  Why 80% of businesses never sell—and what owners can do differently  The role of psychology in exit planning (and why it matters as much as finance)  Top mistakes owners make before going to market (and easy fixes to de-risk)  How to prepare years in advance for the best valuation and smoothest deal  Legacy, taxes, and life after the sale—what every seller should consider  Consultative selling and building rapport with owners as a buyer  Connect with Adam Koos  LinkedIn: https://www.linkedin.com/in/adamkoos  Exit Planning Firm: https://elevateandexit.com  Financial Advisory Firm: https://libertaswealth.com   The M&A Launchpad Conference  Join us on October 25, 2025 in Chicago for the M&A Launchpad Conference — a one-day event designed for acquirers, operators, investors, and advisors. Learn from headliners, connect with dealmakers, and walk away with practical insights to accelerate your M&A journey.  Get $150 off your ticket with code LAUNCH at: https://malaunchpad.com    Additional Resources  Watch more interviews on YouTube: https://www.youtube.com/@equitylaunchpad  Connect with hosts Casey Minshew & Feras Moussa: mailto:info@equitylaunchpad.com  Learn more about investing, scaling, or selling a business: https://equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa sit down with Ryan Sullivan, Co-Founder of North Park Group, to unpack how he and his partner built a private equity firm from the ground up—acquiring six businesses in three years. Ryan shares practical insights on deal structuring, using real estate as a lever, leveraging SBA financing, and why a strong network and clear investor relations strategy matter at every stage of growth.  Key Topics Discussed:  Starting a private equity firm and buying the first business  Innovative real estate strategies and leveraging SBA loans  Maintaining and growing a high-value network in M&A  Practical approaches to deal structuring and investor relations  Connect with Ryan Email: RyanS@northparkgroup.net Website: https://northparkgroup.com  M&A Launchpad Conference Join us at the M&A Launchpad Conference on October 25, 2025, at The Westin Chicago River North. It’s the premier event for acquirers, operators, and investors to connect, learn, and grow. Use code LAUNCH at malaunchpadconference.com for $150 off your ticket.  Additional Resources  Watch our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad  Get in touch with the hosts: info@equity-launchpad.com   Explore partnerships to acquire, scale, or sell a business: https://equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa welcome special guest Mark Tarchetti, a veteran in the consumer products industry. Mark has held senior roles at global giants like Unilever and now runs his own boutique consulting firm, helping companies unlock the true potential of their brands.    The discussion dives deep into how major companies build and maintain strong brand stories, the psychology of mergers and acquisitions, and how to apply these insights to your own business ventures. Mark also shares why consumer research is critical to growth and how to preserve brand legacy during acquisitions.  In this podcast episode, we discuss:    Building a strong brand story and strategy  Insights into the psychology of mergers and acquisitions  The role of consumer research in driving business growth  How to maintain brand integrity and legacy during acquisitions    You can connect with Mark: LinkedIn: https://www.linkedin.com/in/mark-tarchetti-312b88164/ Website: https://www.alchemy-rx.com/    Additional Resources:  Access our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad   Get in touch with show hosts Ben Suttles and Feras Moussa at: info@equity-launchpad.com   Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Meet our community in-person at the M&A Launchpad Conference https://malaunchpad.com — Use code LAUNCH for $150 off your ticket to the M&A Launchpad Conference.  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Brett Swarts, founder of Capital Gains Tax Solutions and an expert in sophisticated tax planning strategies. Brett dives deep into the mechanics of the Deferred Sales Trust (DST), breaking down how it empowers entrepreneurs and investors to preserve their wealth, defer taxes, and generate truly passive income. The conversation covers why traditional exit strategies often fall short, the importance of legacy and mission in financial planning, and how the largest wealth transfer in history is creating unprecedented opportunities for proactive entrepreneurs. If you're preparing for an exit or looking to create long-term financial freedom, this is a must-listen. In this podcast episode, we discuss: · Why tax planning should be at the forefront of every entrepreneur’s strategy · The Deferred Sales Trust (DST) explained—how it works and who it’s for · How to create passive income streams through advanced tax structures · Why legacy planning starts with understanding your family’s mission and values · The biggest mistakes entrepreneurs make when exiting their business · How DSTs can be used for real estate, businesses, crypto, and more · Building a team of experts to navigate complex transactions · The government’s role in wealth transfer and how to plan accordingly · Why the time to plan your exit is before you sell Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-swarts/ Website: https://capitalgainstaxsolutions.com/meet-brett/ Additional Resources: · Learn more about Equity Launchpad and how they help buyers and sellers navigate acquisitions: https://www.equity-launchpad.com · Contact Casey Minshew or Feras Moussa at info@equitylaunchpad.com · Looking to buy or sell a business? Equity Launchpad can help guide you through your acquisition or exit strategy. · Don’t miss the next M&A Launchpad Conference – October 2025 in Chicago (Date and location TBD). Visit https://www.malaunchpad.com to learn more and join the waitlist. About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles are joined by Carl Kleimann, a proven entrepreneur with deep experience in scaling and exiting small businesses. Carl takes us through his business journey—from losing a $200K client, to navigating private equity partnerships, to launching his current venture, Moffitt Services.   He dives into the real-world lessons of leadership, the pivotal role of PEOs (Professional Employer Organizations), and why humility and a servant mentality are essential traits for any founder. Whether you're considering your first acquisition or preparing for an exit, Carl’s insight will change the way you think about business, leadership, and long-term growth.   Key Topics Discussed  How Carl lost a $200,000 customer—and bounced back• Why leadership with humility leads to better business outcomes• What every entrepreneur should know about exit strategy • The upside (and downside) of private equity • The role of PEOs in helping small businesses stay competitive • How to maintain relationships through the stress of acquisitions • Why continuous learning is key to long-term entrepreneurial success • Carl’s new venture: Moffitt Services and what he’s building next   Guest Contact Info  LinkedIn: https://www.linkedin.com/in/carlkleimann/ • Website: https://www.moffittservices.com • Email: online@moffittservices.com  Additional Resources  Contact the Hosts – Casey Minshew & Ben Suttles: info@equity-launchpad.com • Learn more at: https://www.equity-launchpad.com• Attend the M&A Launchpad Conference – Coming October 2025 (Date & Location TBD) Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Mathias Smith, founder of Pioneer Capital Advisory and a seasoned expert in SBA financing. Mathias shares his entrepreneurial journey, from launching his own firm to helping countless buyers navigate the often-complex SBA process. He opens up about the real challenges of growing a new business, the power of social media for client acquisition, and why being proactive and well-informed is key when seeking financing for business acquisitions. Whether you’re a first-time buyer or an experienced entrepreneur, Mathias offers practical insights into what it really takes to secure SBA funding and grow a business from the ground up. In this podcast episode, we discuss:• Mathias’s background in SBA lending and why he started Pioneer Capital Advisory• How social media (especially Twitter) has helped grow his client base• Key steps for navigating the SBA process with confidence• Why a solid business plan and clear financials are essential• Using HELOCs creatively for business acquisitions• The value of having expert guidance through the SBA journey• Real-world challenges of scaling a new business and building a team• Staying adaptable and resilient through entrepreneurship Connect with Mathias:Twitter: @mathiasmsmithWebsite: https://www.pioneercapitaladvisory.com  Additional Resources:🎧 Watch more interviews and episodes on YouTube: /@malaunchpad💻 Learn more about Equity Launchpad: https://equity-launchpad.com🎟️ Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com📬 Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with John Martinka, a seasoned intermediary and advisor with nearly 30 years of experience in business transactions. John shares candid insights into how buyer and seller dynamics have evolved, the critical role of financial preparedness, and why experience is key to successful deals.  The conversation highlights the importance of knowing your numbers, preparing a business for sale well in advance, and making incremental improvements that build real value — whether you’re buying for the long term or planning a strategic exit.   For anyone thinking about buying, selling, or growing a business, this episode is packed with hard-earned wisdom and actionable advice.  In this podcast episode, we discuss:  The Role of Intermediaries in Business Transactions  How Buyer and Seller Dynamics Have Changed Over the Years  Why Financial Preparedness is Essential for Both Buyers and Sellers  Navigating Buyer Sophistication — and Unsophistication  Buy and Hold vs. Quick Flip Strategies  How Sellers Can Prepare Their Business for a Successful Exit  Why Experience is King in Business Transactions    Connect with John:  Website: https://www.martinkaconsulting.com/  YouTube: https://www.youtube.com/@JohnAMartinka  Podcast: Getting the Deal Done https://podcasts.apple.com/us/podcast/martinka-consultings-getting-the-deal-done-podcast/id1550396853  Mention this podcast and John will send you a copy of one of his books: Buying a Business That Makes You Rich, Growth by Acquisition, or Exit with Style, Grace & More Money  Additional Resources: Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad Learn more about Equity Launchpad: https://equity-launchpad.com Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this powerful episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Beki Darlin, President of WAEE and a trailblazer in the world of business acquisition and consulting for equity. Beki shares her inspiring journey in the M&A space and explains how she’s helping reshape what entrepreneurship and equity ownership look like for women.  From creative deal structuring to overcoming gender bias, Beki offers actionable insights on the unique challenges—and opportunities—facing women in business. This episode is a must-listen for those looking to grow their business, invest smartly, and foster a stronger community of female founders and professionals in the M&A world.  In this podcast episode, we discuss:  Consulting for equity: What it is and how it works  Navigating gender bias in business transactions  Building a supportive network in M&A  Opportunities for innovation in architecture and design  Why community is key for women entrepreneurs  Leveraging AI for business education and growth   You can connect with Beki via LinkedIn: https://www.linkedin.com/in/beki-darlin/  Additional Resources: Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad Explore the M&A Launchpad platform: https://equity-launchpad.com Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur, CPA, and attorney Sam Rosati to explore his journey from the corporate world into business ownership. Sam shares how he transitioned into acquiring small businesses, what he's learned along the way, and why he believes taking bold action is more valuable than waiting for perfect information.  The conversation covers everything from running a dumpster rental company during COVID to launching the SMB Bootcamp, a program designed to teach others how to buy and operate small businesses. Sam also breaks down how the independent sponsor model works, the role of cash flow in acquisition decisions, and how personal relationships often drive the best deals.  Whether you're just exploring entrepreneurship or actively acquiring businesses, this episode offers clear and actionable insights from someone who's done it all.  In this podcast episode, we discuss:  Sam Rosati’s transition from CPA and lawyer to business owner  The bold mindset shift required to jump into entrepreneurship  Lessons from acquiring and operating businesses during COVID  How cash flow drives smart acquisitions  The independent sponsor model and why it works  Why personal relationships matter more than perfect spreadsheets  How the SMB Bootcamp empowers others to follow Sam’s path  The emotional side of entrepreneurship—family, fulfillment, and impact    Connect with Sam Rosati:  LinkedIn: https://www.linkedin.com/in/samrosati/  SMBootcamp: https://www.smbootcamp.co/     Additional Resources  YouTube Video Archive – Explore past interviews and episodes: https://www.youtube.com/@MALaunchpad  Connect with the Hosts – Reach out to Casey Minshew and Feras Moussa: info@equity-launchpad.com  Partner with Equity Launchpad – Learn how to invest, acquire, scale, or exit: https://www.equity-launchpad.com  Attend the M&A Launchpad Conference – Join us for a premier event tailored to entrepreneurs, investors, and dealmakers in the lower-middle market. Make meaningful connections, learn from top speakers, and accelerate your next acquisition. Use code LAUNCH for $150 off your ticket. Reserve your seat here: https://www.malaunchpad.com    About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/  

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome guest Chris Edwards, founder of Sanitas Equity and a seasoned acquisition entrepreneur. Chris walks us through the candid story of buying, scaling, and exiting a retail flooring business in Steamboat Springs, Colorado—growing revenue by 50% and doubling profits before securing a 24x return on invested capital.  The conversation dives into what it truly looks like to acquire and operate a traditional small business with SBA financing, the people challenges that come with change, and how systematization using tools like Notion helped turn chaos into a streamlined operation.  This episode offers real-world takeaways on what works—and what doesn’t—when stepping into the operator’s seat for the first time.  In this podcast episode, we discuss:  Buying vs. Building a Small Business  Using SBA Loans to Fund Acquisitions  Operational Turnarounds and System Building  Key Employee Challenges and Cultural Fit  Knowing When to Exit a Business  You can connect with Chris here: LinkedIn: https://www.linkedin.com/in/chris-edwards-44664052/ Twitter: https://twitter.com/toph_edwards Email: chris@sanitasequity.com Website: https://www.sanitasequity.com/    Additional Resources: 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/