M&A Launchpad

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Fareed Kaisani of MW Law to discuss the legal side of buying businesses and the costly mistakes that can derail acquisitions. Fareed shares insights from working on lower middle market deals ranging from SBA-funded acquisitions to private equity rollups, including why buyers should engage counsel early, how working capital disputes kill deals, and why trying to save money on legal or QoE support can backfire.  In this podcast episode, we discuss:  • Why buyers should engage experienced M&A counsel before signing an LOI  • How working capital, holdbacks, escrows, and seller notes impact transactions  • The legal and financial mistakes that commonly blow up deals before closing  • Why AI-generated LOIs and “cheap” legal advice can create major problems for buyers  Guest Contact Info:  • LinkedIn: https://www.linkedin.com/in/fareed-kaisani/  • Email: [email protected]  Additional Resources:  • Thinking about buying a business? Connect with the Equity Launchpad team to learn more about acquisition entrepreneurship and upcoming opportunities.  • Contact Casey Minshew and Feras Moussa: [email protected]  • 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: 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/

He went from working at Google to driving trucks at 3AM after a brutal first acquisition—then turned those hard lessons into a business that scaled to nearly $30M.    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  Serious about buying a business? Start your acquisition journey here: https://equity-launchpad.com/invest-with-us/    In this episode of the M&A Launchpad Podcast, Casey Minshew and Ben Suttles sit down with Joe Van Deman of Circle City Capital Group to break down what it actually looks like to buy and operate small businesses.  After reviewing more than 1,200 deals, Joe and his partner acquired an overnight trucking business that looked great on paper but quickly became a grind of middle-of-the-night routes, missed drivers, and operational chaos. Instead of walking away, they stabilized it, grew it, and exited using that experience to reshape their entire strategy.  From there, they built a diversified portfolio across e-commerce, bookkeeping, and manufacturing, including scaling an American-made denim platform to nearly $30M in revenue. Their approach is simple: buy stable businesses, improve operations, and focus on long-term value, not hype.  In this episode, we discuss:  Reviewed over 1,200 businessesand still got the first deal wrong • Bought a “great on paper” business that had them driving trucks at 3 AM  • Doubled the business in year one and exited to a strategic buyer  • Scaled a niche denim manufacturing business from under $2M to ~$30M  • Built a portfolio by buying overlooked businesses most people ignore  Guest Contact Info:  Joe Van Deman  Email: [email protected]  Website: https://circlecitycapitalgroup.com  LinkedIn: https://www.linkedin.com/in/joevandeman/    Additional Resources:  Contact Casey Minshew, Ben Suttles and Feras Moussa at [email protected]  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/

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: What a sale-leaseback is and how it works in M&A How investors use real estate equity to fund acquisitions and growth A real-world example of solving a debt maturity using a sale-leaseback Minimum EBITDA and deal size thresholds that make deals viable How credit quality and operator strength impact deal structure The role of market rent and how lease rates are determined Risks of long-term lease obligations and overburdening the business When sale-leasebacks make sense for searchers vs private equity sponsors How to think about real estate as a strategic lever in acquisitions Guest Contact Info: Tyrell McGee Email: [email protected] LinkedIn: https://www.linkedin.com/in/tyrellmcgee/ Additional Resources: Contact Casey Minshew and Feras Moussa: [email protected] Explore more: https://www.equity-launchpad.com

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:  What infinite banking is and how it differs from traditional banking  How cash value whole life insurance functions as a private banking system  Borrowing against your policy while continuing to earn compound growth  Asset protection strategies and why policies act as a financial “vault”  Using life insurance to meet SBA liquidity and collateral requirements  Erica’s strategy for acquiring a CPA firm  The difference between buying a firm vs. a book of business  How she sourced deals using niche brokerage platforms  Negotiation dynamics including SBA delays and non-compete structuring  CPA firm valuation multiples and how timing impacted pricing  Using policy loans for down payments and maintaining control of capital  Turning your policy into a revolving source of capital for future deals  The role of masterminds and accountability in scaling a business  Guest Contact Information:  Email: [email protected]  Additional Resources:  Equity Launchpad – A platform for acquisition entrepreneurs, investors, and operators focused on buying and scaling businesses.  Explore more: https://www.equity-launchpad.com  Join us at the M&A Launchpad Conference on May 2, 2026 in Houston. This is a one-day, high-impact event focused on real deal execution. Use code LAUNCH for $150 off tickets: https://malaunchpad.com  Contact Casey Minshew and Feras Moussa: [email protected]  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 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:  Why building the right deal team early is critical to closing successfully  The hidden risks in financing structures and how lenders actually evaluate deals  Working capital mistakes that can kill your business after closing  How to stand out in a competitive market when buying a business  Guest Contact Information  LinkedIn: https://www.linkedin.com/in/drew-eckman-15918613/  Website: https://smbloansupport.co/  Additional Resources  Join us at the M&A Launchpad Conference on May 2, 2026 in Houston, Texas. Use code: LAUNCH for $150 off. Event details: https://www.malaunchpad.com/event/Houston2026/summary  Equity Launchpad – Resources, community, and support for acquisition entrepreneurs looking to buy, scale, and operate businesses. Website: https://www.equity-launchpad.com  Contact Casey Minshew and Feras Moussa: [email protected]  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 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:  How Village Wealth helps buyers organize, evaluate, and accelerate their deal search    Why credibility with brokers is critical—and how to stand out in a crowded market    How AI and structured processes are changing how deals are sourced and underwritten    The realities of today’s acquisition market, including competition, proprietary sourcing challenges, and where opportunities still exist    Guest Contact Info:  Email: [email protected]   Additional Resources:  Join us at the M&A Launchpad Conference on May 2, 2026 in Houston, Texas. Use code: LAUNCH for $150 off your ticket.    Get details: https://malaunchpad.com    Ready to start your acquisition journey or scale faster?    Work directly with the Equity Launchpad team to source deals, structure acquisitions, and raise capital alongside experienced operators.    Contact Casey Minshew and Feras Moussa: [email protected]    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/

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:  What an independent sponsor is and how it differs from a traditional private equity fund  Why bigger deals often fall outside the SBA and classic ETA model  The tradeoff between control, risk, and upside in different acquisition structures  How independent sponsors get paid through upfront fees, management fees, and promote  Why SBIC lenders matter and how they can bring both debt and equity to a deal  What it takes to structure an LOI, align with a seller, and package a deal for capital partners  Why Quality of Earnings, a teaser, an NDA process, and a data room are all critical to fundraising  How long it can take to build traction as an independent sponsor and why patience matters  What lenders and equity partners want to see before they back a sponsor  Additional Resources:  Join us at the M&A Launchpad Conference on May 2, 2026 in Houston, Texas. Use code LAUNCH for $150 off your ticket. Get details: https://malaunchpad.com  Contact Casey Minshew and Feras Moussa: [email protected]  Explore more at Equity Launchpad: 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, 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: [email protected] · 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/

In this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa sit down with Blake Hutchison, CEO of Flippa, to explore the rapidly evolving world of digital M&A. Flippa is one of the largest marketplaces to buy and sell online businesses, with over 1.6 million registered users and transactions ranging from $10,000 to $10 million. Blake shares insights into current valuation trends across e-commerce, SaaS, and content businesses, how AI is reshaping deal sourcing, and what today’s buyers need to understand about skill sets, brand equity, and community-driven business models. If you're considering buying your first digital asset or integrating digital distribution into an existing company, this episode delivers practical guidance and forward-looking strategy. In this episode, we discuss: · What Flippa is and how the marketplace works · Deal size ranges on Flippa: $10K to $10M · Valuation multiples for e-commerce, SaaS, and content businesses · Why brand equity and community matter more than ever · What skill sets buyers need when acquiring digital businesses · Financing options including SBA loans, seller financing, and syndicates · Using digital assets as owned media and distribution channels · Lauren AI: Flippa’s AI-powered off-market deal sourcing tool · How AI is changing the M&A lifecycle · Flippa’s partner directory and M&A ecosystem support Guest Information: · Email: [email protected] · Website: https://flippa.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: [email protected] · 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/

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Marci LaRouech, CEO and owner of Seay HR, to unpack her path from two decades in HR outsourcing to buying a 60-year-old HR consulting firm. Marci shares how she narrowed her search, why she chose a self-funded acquisition, what she actually bought (a book of fractional HR clients and a strong team), and how she modernized operations while keeping the business stable for long-tenured clients.  In this podcast episode, we discuss:  How Marci discovered entrepreneurship through acquisition (ETA) through the PEO world and mentors in Hawaii  Why she chose a self-funded search (and what she was aiming for: ~$250K–$1M in SDE)  How her deal came together through a warm intro—and closed fast after months of reps  What she bought: an asset sale, a sticky book of business, and a seasoned team delivering fractional HR  Post-close approach: “do no harm,” stabilize first, then upgrade contracts, pricing, and client experience  Modernization moves: monday.com as a CRM, better tracking, an HR hotline, and AI-powered research tools  PEO valuation multiples (as she saw them in 2023–2024) and why that market didn’t fit her goals  The emotional side of ownership: responsibility, pressure, and why she loves being back in the seat    Guest Contact Info:  Email: [email protected]  LinkedIn: https://www.linkedin.com/in/mLaRouech/    Additional Resources:  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  Contact Casey Minshew and Feras Moussa: [email protected]. Explore more: https://www.equity-launchpad.com  M&A Launchpad Conference – Upcoming in October 2025 Date and Location TBD  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 Feras Moussa sit down with Clint Fiore, Founder and CEO of Dealonomy, to break down what really happens behind the scenes in lower middle market mergers and acquisitions. Clint shares how his journey started with a simple goal: buy a business. That curiosity led him deep into the world of business brokerage, deal structuring, and valuation — and ultimately to building Dealonomy, a firm designed to bring more education, transparency, and alignment to the transaction process. The conversation dives into the biggest misconceptions buyers and sellers have, how SBA financing actually works in practice, and why many deals fall apart. Clint also explains why Dealonomy does not charge sellers and how that approach shifts incentives in meaningful ways. If you are considering buying your first business, selling a company, or building a career in M&A, this episode provides practical insight from someone who has structured and supported real transactions. In this podcast episode, we discuss: · How Clint Fiore built Dealonomy after exploring business ownership himself · The truth about business valuation and why education matters for sellers · Navigating SBA loans, deal terms, and common financing pitfalls · How broker incentives shape transactions and why Dealonomy does not charge sellers Guest Contact Information Clint Fiore Founder & CEO, Dealonomy Website: https://www.dealonomy.com LinkedIn: https://www.linkedin.com/in/clintfiore/ Additional Resources Join us at the M&A Launchpad Conference on May 2, 2026 in Houston, TX. This event brings together serious buyers, sellers, brokers, lenders, and operators who are actively closing deals. Use code LAUNCH for $200 off your ticket. Register at: https://malaunchpad.com To learn more about working with Equity Launchpad on acquiring, scaling, or exiting a business, visit: https://www.equity-launchpad.com For direct inquiries, email: [email protected] 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 Bob Stabell of Think Tax Strategies to discuss how R&D tax credits, revitalized and expanded under the One Big Beautiful Bill, are creating real leverage for business buyers. Bob breaks down what qualifies today, how credits can be accessed retroactively in certain situations, and why these incentives matter far beyond traditional manufacturing or technology companies. This conversation is especially relevant for buyers navigating acquisitions in the lower and middle market, where tax strategy can materially impact deal economics, post-close cash flow, and negotiations with sellers. In this episode, we discuss: How R&D tax credits actually work and why they differ from deductions What types of businesses qualify today, including service and field-based companies How buyers use credits as negotiation and cash-flow tools in acquisitions What the process looks like and how Bob’s team supports CPAs and buyers Guest Contact Information Bob Stabell Think Tax Strategies Website: thinktaxstrategies.com Email: [email protected] 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: www.oconnelladvisorygroup.com Join us at the M&A Launchpad Conference on May 2, 2026 in Houston. Use code LAUNCH for $150 off your ticket. Learn more at: malaunchpad.com Contact the M&A Launchpad team at: [email protected] Explore more resources at: equity-launchpad.com Chapters        00:00 – M&A Launchpad Conference invitation + code LAUNCH for $150 off 00:57 – Introducing Bob Stabell and the opportunity created by the “Big Beautiful Bill” 02:28 – Bob’s background: 30+ years in tax incentives and R&D credits 04:12 – “It’s not what you make, it’s what you keep”: why buyers should care 04:26 – What changed under the Big Beautiful Bill (retroactive access and timing) 06:16 – R&D credit history and how “new to you” expanded eligibility 07:30 – Credit vs. deduction: why the math works differently 09:09 – Superseding returns vs. amendments and how refunds get processed faster 10:10 – Service business examples: how companies qualify without “creating widgets” 11:24 – Field fixes and prototypes: what counts as qualified activity 12:38 – What you need to provide (tax returns, payroll, financials) and what the team does 13:03 – Real-world results: six-figure credits and how they carry forward 14:10 – Acquisition structure, stub years, and how credits create negotiation leverage 15:40 – Ongoing benefit: lowering quarterly tax payments and improving cash flow 18:34 – Audit defense and why the technical report matters 20:48 – Other strategies buyers miss: cost segregation, 179D, and “out of matrix” review 22:14 – How big is this program? Budget growth and who benefits most 24:57 – How Bob works with CPAs to get filings done correctly 28:21 – Fees and billing: retainer + percentage of credits collected (typical ROI framing) 31:07 – Is it permanent? How the credit became part of the tax code long-term 32:54 – How to reach Bob for a quick fit-check call 33:18 – Rocket Round

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 Transitioning from corporate stability to entrepreneurship Why people are the true unfair advantage in private equity The three legs of the private equity stool: equity, deals, and people Relationship-driven deal sourcing strategies Flexibility in deal structuring and investor alignment Lessons learned from scaling a private equity firm Risk, vision, and adapting to changing market conditions Contact: Kevin Ramsier  Founder, Sier Capital  [email protected] LinkedIn: https://www.linkedin.com/in/askramsier/ 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.   Visit: www.oconnelladvisorygroup.com  M&A Launchpad Conference – May 2, 2026, Houston, Texas. Use Code: LAUNCH for $150 off Learn more: https://malaunchpad.com  Contact the show hosts: Casey Minshew and Feras Moussa at [email protected] Explore more: https://www.equity-launchpad.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/

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:  Deal terms: the $450K all-cash purchase and what was included (equipment, limited backlog/contracts, and accounts receivable)  Quality of Earnings: where small-business financials can mislead buyers (add-backs, credit cards, and lines of credit)  Post-close reality: managing cash flow, people, and growth capital in a contracting business  Scaling from roughly $1.3M revenue at close to a $5M annual run rate and what that growth required  Culture as a growth constraint: why growing too fast can change a company’s DNA  Guest Contact Info:  Email: [email protected]  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: www.oconnelladvisorygroup.com.  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  Contact Casey Minshew and Feras Moussa: [email protected]. 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: 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, 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 [email protected]   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 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 [email protected]. 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/

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 [email protected] 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/

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: [email protected]  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: [email protected]  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 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 [email protected]. 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 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 [email protected].    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 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 [email protected] 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 [email protected]  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: [email protected]  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 [email protected]  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 [email protected]  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: [email protected] · 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: [email protected] 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: [email protected]    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: [email protected]  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:[email protected]  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: [email protected]  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: [email protected]   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: [email protected]    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 [email protected] · 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: [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/

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: [email protected] 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: [email protected]  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: [email protected]  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  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/ 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:  [email protected]  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: [email protected]  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: [email protected]   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/

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: [email protected] Website: https://www.lippes.com/ LinkedIn: linkedin.com/in/john-koeppel-98b3a833 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 Get in touch with show hosts Feras Moussa and Casey Minshew: [email protected] Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit Equity Launchpad 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 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:  How Michael went from commuter school and corporate job to buying three companies  The lessons from each business that made the next one stronger  Why margins matter more than revenue  How a terrible bookkeeper nearly sunk his first business  What really happens when sellers stay on after the sale  The power of employee one-on-ones and why he regrets not doing them sooner  The surprising upside of chaos—and how Michael re-centered himself  How he's structured investor deals, including 49/51 equity splits  When it's worth walking away from a deal—even after doing the work  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: [email protected]  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/  

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: [email protected]  • 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/

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: [email protected] 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 – [email protected] 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, 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 – [email protected] · 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/

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: [email protected]  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 – [email protected] · 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.

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: [email protected] · 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 – [email protected] 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/

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: How to use your first business as a launchpad to acquire others Building long-term wealth through a buy-and-hold acquisition model Why culture is a competitive advantage in small business ownership The power of cash flow compounding across multiple businesses Connect with Dustin Carreon: · LinkedIn: https://www.linkedin.com/in/dustinCarreon/ Email: [email protected] · Website: https://www.coiholdings.org Additional Resources: O’Connell Advisory Group – Financial diligence and Quality of Earnings experts for business buyers. Website: https://www.oconnelladvisorygroup.com Attend the M&A Launchpad Conference – May 3, 2025 in Houston Premier event for entrepreneurs and investors in the lower-middle market. Tickets and info: https://www.malaunchpad.com Explore M&A investing and advisory with Equity Launchpad Website: https://www.equity-launchpad.com Contact the Hosts, Casey Minshew and Feras Moussa at [email protected] 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 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:  The rise of the search fund asset class  Why small business transitions matter now more than ever  How mentorship and community fuel entrepreneurial success  The economics and models behind search funds  Why grit and passion are critical traits in operators  The role of AI and technology in business acquisitions  Personal stories of taking risks and building a life through entrepreneurship  You can connect with Jon Staenberg via LinkedIn: https://www.linkedin.com/in/jonstaenberg/  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 – [email protected]   Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit www.Equity-Launchpad.com   

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 - [email protected] 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/)

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: Learn how to understand the mindset of sellers and the emotional challenges they face during M&A processes.  Discover practical strategies for building trust and meaningful relationships with business founders  Explore the critical role of early succession planning in ensuring smooth transitions.  Gain insights into generational differences and their impact on communication and decision-making in M&A.  Understand the significance of face-to-face interactions in fostering seller cooperation and closing deals.  Hear Nate’s advice on creating a strong wealth management plan for post-sale success.  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 - [email protected]  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/) 

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: How Michael and Meredith Schlinkert navigated the business acquisition process while maintaining full-time jobs.  The challenges of entering the background screening industry and how they adapted.  Key strategies for post-acquisition growth, including technology investments and client relationships.  How they financed their acquisition using self-raised equity and an SBA loan. You can contact Meredith Schlinkert at [email protected]   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 - [email protected]  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/)  Love this podcast?  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/ 

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: What is an Independent Sponsor? How does an Independent Sponsor differ from a searcher or an ETA Sale Leasebacks and how you can use them Take advantage of the private credit/cash flow loan explosion How everybody wins! There’s so much opportunity in this market. You can contact Bryan Rand on his website: https://rand-co.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 - [email protected] 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/ Love this podcast? 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/