Hard Lessons in Buying, Scaling, and Exiting with Carl Kleimann

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: [email protected]  Additional Resources  Contact the Hosts – Casey Minshew & Ben Suttles: [email protected] • 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/