Amanda Luebeck on Why Small Business Owners Deserve an Investment-Grade Experience and Rarely Get One

Amanda Luebeck, founding broker at K&D Advisory, came to mergers and acquisitions not through investment banking but through watching a broker prioritize his commission over his clients’ best interests — and deciding she could do better. Her path ran through retail management, wealth management alongside her husband, and two years of training at a boutique firm before she launched her own practice in 2026, named after her two kids, dedicated to the business owners most larger brokerages won’t serve well.✨ Key Insights You’ll Learn:What managing a jewelry sales floor taught her about identifying what motivates peopleHow working at her husband’s wealth management firm led to her first M&A experience with dental practice clientsWhy she left Fidelis Advisors and what those two years taught her that no course couldWhy she never posts deals on BizBuySell and what she does insteadHow she thinks about the $500K to $1M EBITDA business owner who gets left behind by bigger brokeragesWhat networking capital is and why sellers routinely leave money on the table by ignoring itThe three components of every deal: price, terms, and allocationA current deal structure involving a trust, retained equity, and private equity that serves the owner’s growth goalsWhy she sees herself as a matchmaker and would pull a deal rather than close a bad oneHow being told she was bad at math almost stopped her from starting her firm🌟 Amanda’s Key Mentors:Kyle Luebeck (Husband and Wealth Advisor): Encouraged Amanda to bet on herself when every instinct said wait, and gave her the first look at M&A through his financial planning clientsMike (Fidelis Advisors): Took a chance on her, trained her for two years, and gave her a white-glove view of deal work she still draws onWomen Entrepreneur Community in Minneapolis: The happy hour she almost didn’t attend where she realized even multi-million dollar business builders share the same self-doubt👉 Don’t miss this conversation about what it actually looks like to build a client-first M&A practice from scratch, why the math that almost scared her off turned out to be something she was already good at, and how naming a company after your kids changes the way you work.🔗 Connect with Amanda Luebeck:Website: kandadvisory.com📤 Transcript Available: Amanda Luebeck on Why Small Business Owners Deserve an Investment-Grade Experience and Rarely Get One📺 Watch on YouTube: Inspired Stories Podcast🌐 Our Website: The Inspired Stories Podcast📤 Special Thanks to Anthony Codispoti & AddBack Benefits Agency — Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line. Website: addbackbenefits.com