<![CDATA[Deal Playbook with Tom Shipley]]>83b870a2-f4a0-5889-8115-92032cce1579Thu, 02 Apr 2026 14:00:04 +0000Captivate.fmTom Shipleyhttps://artwork.captivate.fm/35f0a6bb-aa06-46e7-9b6d-5bad0afc958a/S1S2259qteksXHllvV-bBjjJ.pngDeal Playbook with Tom ShipleyTom ShipleyTom ShipleyWelcome to The Deal Playbook Podcast — the ultimate show for entrepreneurs, CEOs, and founders who want to scale their businesses, diversify risks, and unlock multiple exit opportunities through strategic acquisitions and deals. Hosted by Tom Shipley, an experienced entrepreneur with 18 successful acquisitions and exits, this podcast offers invaluable insights into the world of M&A. Each episode features expert guests who share their knowledge on how to identify once-in-a-lifetime deals, navigate the acquisition process, and engineer lucrative exits. Discover how top business leaders overcame their toughest challenges, maximized wealth, and turned obstacles into opportunities. Whether you're looking to scale your company, explore exit strategies, or learn from others' successes and failures, this podcast is packed with actionable advice, practical tips, and inspiring stories. Tune in to The Deal Playbook Podcast to sharpen your business acumen and accelerate your path to a successful exit. Ideal for anyone searching for expert guidance on mergers, acquisitions, and business exits.https://deal-playbook.captivate.fmfalseepisodicnopodcastAdd a Zero: How Acquisitions Collapse Time for Founders with Callum LaingAdd a Zero: How Acquisitions Collapse Time for Founders with Callum LaingMost entrepreneurs are taught to build everything from scratch.I lived that path.

It’s slow.

It’s painful.

And eventually, it hits a ceiling.

In this interview with Callum Laing, I share why acquisitions became the single biggest force multiplier in my career—and how they’ve allowed me to scale faster, reduce risk, and think like a CEO instead of a grinder.

I walk through real stories: running out of money, hitting walls, facing breakdowns, and making the decision to buy instead of build when it mattered most.We talk about:

- Why organic growth eventually stalls

- How acquisitions solve real business problems

- The “add a zero” mindset that forces better decisions

- Turning breakdowns into breakthroughs

- Why trust, timing, and people matter more than deal mechanics

If you’re a founder doing $1M–$100M and thinking seriously about your next chapter, this episode will challenge how you see growth, leverage, and risk.

]]>Most entrepreneurs are taught to build everything from scratch.I lived that path.

It’s slow.

It’s painful.

And eventually, it hits a ceiling.

In this interview with Callum Laing, I share why acquisitions became the single biggest force multiplier in my career—and how they’ve allowed me to scale faster, reduce risk, and think like a CEO instead of a grinder.

I walk through real stories: running out of money, hitting walls, facing breakdowns, and making the decision to buy instead of build when it mattered most.We talk about:

- Why organic growth eventually stalls

- How acquisitions solve real business problems

- The “add a zero” mindset that forces better decisions

- Turning breakdowns into breakthroughs

- Why trust, timing, and people matter more than deal mechanics

If you’re a founder doing $1M–$100M and thinking seriously about your next chapter, this episode will challenge how you see growth, leverage, and risk.

]]>3c3379e5-ca4e-4c31-97c8-5701253e714aThu, 02 Apr 2026 07:00:00 -070039:04falsefull2424The Mind Behind $75 Billion in Growth: Jay Abraham on Preeminence, Force Multipliers, and Exponential ScaleThe Mind Behind $75 Billion in Growth: Jay Abraham on Preeminence, Force Multipliers, and Exponential ScaleIn this episode of Deal Playbook, I sit down with Jay Abraham, the most trusted strategic mind in modern business and the force behind over $75 billion in growth across 10,000+ companies.

Jay doesn’t talk tactics. He talks leverage.

We break down why most businesses stay stuck in incremental growth, how elite operators engineer exponential upside, and why strategy—not effort—is the real unlock. Jay walks through his philosophy of Preeminence, revenue geometry, force multipliers, and how the smartest founders scale without betting the company on risky moonshots.

This is a masterclass in how to:

  1. Demand more yield from everything you already have
  2. Turn partnerships, JVs, and acquisitions into growth accelerants
  3. Escape the “incremental trap” and enter the exponential zone
  4. Think like private equity before private equity shows up
  5. Build dominance without adding risk, capital, or complexity

If you’re a founder doing $1M–$100M and looking for unfair advantages, this episode will permanently upgrade how you think about growth.

If you want to gain access to the Jay-I, you can do so here: https://ai.abraham.com/

]]>In this episode of Deal Playbook, I sit down with Jay Abraham, the most trusted strategic mind in modern business and the force behind over $75 billion in growth across 10,000+ companies.

Jay doesn’t talk tactics. He talks leverage.

We break down why most businesses stay stuck in incremental growth, how elite operators engineer exponential upside, and why strategy—not effort—is the real unlock. Jay walks through his philosophy of Preeminence, revenue geometry, force multipliers, and how the smartest founders scale without betting the company on risky moonshots.

This is a masterclass in how to:

  1. Demand more yield from everything you already have
  2. Turn partnerships, JVs, and acquisitions into growth accelerants
  3. Escape the “incremental trap” and enter the exponential zone
  4. Think like private equity before private equity shows up
  5. Build dominance without adding risk, capital, or complexity

If you’re a founder doing $1M–$100M and looking for unfair advantages, this episode will permanently upgrade how you think about growth.

If you want to gain access to the Jay-I, you can do so here: https://ai.abraham.com/

]]>1a26a6f0-9c73-40ea-a9b2-dba29a70d185Thu, 19 Mar 2026 07:00:00 -070050:57falsefull2323Mastering Wealth & Financial Freedom: Tax Leverage Strategies to Scale Your Business (Without Outside Capital) with Chris JarvisMastering Wealth & Financial Freedom: Tax Leverage Strategies to Scale Your Business (Without Outside Capital) with Chris JarvisIn this episode of Deal Playbook, I sit down with Chris Jarvis, financial fixer, wealth strategist, TED speaker, and author, to break down what most founders miss about building real wealth.

We go straight at the trap: the “comfortable” $300K–$500K income that quietly becomes a ceiling… and the fairy tale that your business sale will be the payday (when most businesses never actually sell).

Chris explains how the real game is structure, how to redesign entities, cashflow, and tax exposure so you can fund growth from money that would’ve gone to the IRS. We talk C-Corps, “double taxation” myths, entity layering, and why the right setup can create an immediate EBITDA lift and unlock capital for hiring, tech, and acquisitions.

What you’ll learn:

  1. Why most “organic growth” plans stall (and what to change drastically)
  2. The harsh reality of exits and why banking on a sale is risky
  3. How entity structure can create more free cashflow without outside capital
  4. The C-Corp “double tax” misconception and the math that flips it
  5. How founders turn tax savings into a scaling engine (operators become architects)

If you’re doing $300K–$1M+ in profit and still feel cash-constrained, this episode will change how you think about growth.

]]>In this episode of Deal Playbook, I sit down with Chris Jarvis, financial fixer, wealth strategist, TED speaker, and author, to break down what most founders miss about building real wealth.

We go straight at the trap: the “comfortable” $300K–$500K income that quietly becomes a ceiling… and the fairy tale that your business sale will be the payday (when most businesses never actually sell).

Chris explains how the real game is structure, how to redesign entities, cashflow, and tax exposure so you can fund growth from money that would’ve gone to the IRS. We talk C-Corps, “double taxation” myths, entity layering, and why the right setup can create an immediate EBITDA lift and unlock capital for hiring, tech, and acquisitions.

What you’ll learn:

  1. Why most “organic growth” plans stall (and what to change drastically)
  2. The harsh reality of exits and why banking on a sale is risky
  3. How entity structure can create more free cashflow without outside capital
  4. The C-Corp “double tax” misconception and the math that flips it
  5. How founders turn tax savings into a scaling engine (operators become architects)

If you’re doing $300K–$1M+ in profit and still feel cash-constrained, this episode will change how you think about growth.

]]>0d0741a9-fd2a-4f41-a344-99d6bc20f9bdThu, 05 Mar 2026 05:00:00 -070035:59falsefull2222How Venture Capital Really Works: Storytelling, Unicorn Investing & Family Office Strategy with Nate CooperHow Venture Capital Really Works: Storytelling, Unicorn Investing & Family Office Strategy with Nate CooperVenture capital isn’t luck. It’s pattern recognition, storytelling, and backing founders who refuse to quit.

In this episode, I sit down with Nate Cooper, Founder & Managing Partner of Barrel Ventures, an early-stage VC fund behind breakout brands including the unicorn beverage giant Ollipop.

Nate shares the inside story of writing the first check into Ollipop before it hit a grocery shelf, how the company scaled to a multi-billion-dollar valuation, and what he looks for when evaluating early-stage founders.

You’ll also learn how family offices operate, why they differ from traditional VC, and how founders can partner with them for rollups, acquisitions, and long-term growth. From venture portfolio construction to rollup strategies and founder psychology, this conversation is a masterclass in how real investors make decisions.

Topics We Covered:

  1. Why storytelling is the #1 skill in entrepreneurship, fundraising, and hiring
  2. The inside story of investing early in unicorn Ollipop
  3. How Barrel Ventures evaluates founders, teams, and grit
  4. Why family offices behave differently than VCs
  5. How to find and pitch family offices for acquisitions and rollups
  6. Portfolio strategy, power laws, and identifying future breakout companies
  7. How to think about rollups in industries like distribution, HVAC, CPG, and more
  8. What makes a founder fundable (and what kills deals fast)

Perfect for founders, CEOs, dealmakers, and anyone raising capital or scaling through acquisitions.

]]>Venture capital isn’t luck. It’s pattern recognition, storytelling, and backing founders who refuse to quit.

In this episode, I sit down with Nate Cooper, Founder & Managing Partner of Barrel Ventures, an early-stage VC fund behind breakout brands including the unicorn beverage giant Ollipop.

Nate shares the inside story of writing the first check into Ollipop before it hit a grocery shelf, how the company scaled to a multi-billion-dollar valuation, and what he looks for when evaluating early-stage founders.

You’ll also learn how family offices operate, why they differ from traditional VC, and how founders can partner with them for rollups, acquisitions, and long-term growth. From venture portfolio construction to rollup strategies and founder psychology, this conversation is a masterclass in how real investors make decisions.

Topics We Covered:

  1. Why storytelling is the #1 skill in entrepreneurship, fundraising, and hiring
  2. The inside story of investing early in unicorn Ollipop
  3. How Barrel Ventures evaluates founders, teams, and grit
  4. Why family offices behave differently than VCs
  5. How to find and pitch family offices for acquisitions and rollups
  6. Portfolio strategy, power laws, and identifying future breakout companies
  7. How to think about rollups in industries like distribution, HVAC, CPG, and more
  8. What makes a founder fundable (and what kills deals fast)

Perfect for founders, CEOs, dealmakers, and anyone raising capital or scaling through acquisitions.

]]>5122d498-ef55-42a0-9580-a947923131deThu, 29 Jan 2026 04:00:00 -070029:37falsefull2121Everybody Exits: Ethical Capitalism Is How You Control It with Jason Sisneros on M&A, Due Diligence & Building to ExitEverybody Exits: Ethical Capitalism Is How You Control It with Jason Sisneros on M&A, Due Diligence & Building to ExitEverybody exits.

The only question is how.

In this episode, I sit down with Jason Sisneros — serial acquirer, operator, and creator of the Built-to-Exit system — for a raw, unfiltered conversation on business failure, acquisitions, exits, and ethical capitalism.

Jason shares his real story:

  1. Three failed businesses
  2. Bankruptcy
  3. Divorce
  4. Homelessness
  5. And the exact lessons that rebuilt his life and fortune

We break down:

  1. Why 95% of businesses exit involuntarily
  2. The three types of exits every founder faces: involuntary, dictated, and custom-tailored
  3. How private equity really buys companies — and how founders get trapped
  4. Why “everybody exits” should shape every decision you make today
  5. How to build on two tracks: cash flow now and exit leverage later
  6. The 52-week exit prep system Jason uses in his own acquisitions
  7. Due diligence mistakes that cost founders millions
  8. How culture, certainty, and leadership decide post-acquisition success
  9. Why business is a machine — not your identity

This episode is for founders doing $1M–$100M, operators considering acquisitions, and CEOs who want to collapse time, avoid bad exits, and play offense.

If you’re buying, selling, or scaling through M&A, this conversation will permanently change how you think about business.

]]>Everybody exits.

The only question is how.

In this episode, I sit down with Jason Sisneros — serial acquirer, operator, and creator of the Built-to-Exit system — for a raw, unfiltered conversation on business failure, acquisitions, exits, and ethical capitalism.

Jason shares his real story:

  1. Three failed businesses
  2. Bankruptcy
  3. Divorce
  4. Homelessness
  5. And the exact lessons that rebuilt his life and fortune

We break down:

  1. Why 95% of businesses exit involuntarily
  2. The three types of exits every founder faces: involuntary, dictated, and custom-tailored
  3. How private equity really buys companies — and how founders get trapped
  4. Why “everybody exits” should shape every decision you make today
  5. How to build on two tracks: cash flow now and exit leverage later
  6. The 52-week exit prep system Jason uses in his own acquisitions
  7. Due diligence mistakes that cost founders millions
  8. How culture, certainty, and leadership decide post-acquisition success
  9. Why business is a machine — not your identity

This episode is for founders doing $1M–$100M, operators considering acquisitions, and CEOs who want to collapse time, avoid bad exits, and play offense.

If you’re buying, selling, or scaling through M&A, this conversation will permanently change how you think about business.

]]>457ba88f-86ad-4121-a3af-3c243ee42008Wed, 21 Jan 2026 04:00:00 -070050:30falsefull2020Building, Exiting, and Leading: Empowering Women to Win in Business Exits with Carrie KerpenBuilding, Exiting, and Leading: Empowering Women to Win in Business Exits with Carrie KerpenWomen are starting businesses at twice the rate of the rest of the population but they’re still massively underserved when it comes to acquisition strategy, exit preparation, and deal-making clarity.

Carrie Kerpen is changing that.

In this episode of The Deal Playbook Podcast, I sit down with Carrie, founder of Likeable Media, exited agency CEO, and now founder of The Whisper Group, a powerful collective built to help women navigate exits, acquisitions, and strategic growth from a position of strength.

Carrie built one of the first social media agencies, grew it through industry upheaval, and sold at the height of the 2021 market. Now, she’s helping women founders step into the rooms, conversations, and opportunities they’ve historically been shut out of, with the frameworks and confidence to win.

Inside this episode, we break down:

• Why female founders need tailored exit strategy support, and why most don’t get it

• How women can use acquisitions to scale faster, strengthen their position, and increase exit value

• The “personal readiness” factor, especially critical for women balancing multiple roles

• How diverse-led companies often outperform (and why they’re strong acquisition targets)

• Why women tend to underestimate projections and how to use that to build trust in deals

• How to reduce founder dependence and build true enterprise value

• What it takes to own your narrative, elevate your secret sauce, and shift from transactional exits to transformational ones

Carrie also unpacks her WHISPER Framework that has helped dozens of women founders prepare for exits, acquire businesses, or step into a bigger vision for their company and their wealth.

This is more than an interview, it’s a roadmap for women who want to build optionality, negotiate from strength, and lead their next chapter on their terms.

If you’re a woman founder, or you lead alongside them, this episode will change how you think about exits, acquisitions, and the leverage you already have.

]]>Women are starting businesses at twice the rate of the rest of the population but they’re still massively underserved when it comes to acquisition strategy, exit preparation, and deal-making clarity.

Carrie Kerpen is changing that.

In this episode of The Deal Playbook Podcast, I sit down with Carrie, founder of Likeable Media, exited agency CEO, and now founder of The Whisper Group, a powerful collective built to help women navigate exits, acquisitions, and strategic growth from a position of strength.

Carrie built one of the first social media agencies, grew it through industry upheaval, and sold at the height of the 2021 market. Now, she’s helping women founders step into the rooms, conversations, and opportunities they’ve historically been shut out of, with the frameworks and confidence to win.

Inside this episode, we break down:

• Why female founders need tailored exit strategy support, and why most don’t get it

• How women can use acquisitions to scale faster, strengthen their position, and increase exit value

• The “personal readiness” factor, especially critical for women balancing multiple roles

• How diverse-led companies often outperform (and why they’re strong acquisition targets)

• Why women tend to underestimate projections and how to use that to build trust in deals

• How to reduce founder dependence and build true enterprise value

• What it takes to own your narrative, elevate your secret sauce, and shift from transactional exits to transformational ones

Carrie also unpacks her WHISPER Framework that has helped dozens of women founders prepare for exits, acquire businesses, or step into a bigger vision for their company and their wealth.

This is more than an interview, it’s a roadmap for women who want to build optionality, negotiate from strength, and lead their next chapter on their terms.

If you’re a woman founder, or you lead alongside them, this episode will change how you think about exits, acquisitions, and the leverage you already have.

]]>fafa533f-6a24-444f-8012-d05e13d812ecFri, 02 Jan 2026 04:00:00 -070045:37falsefull1919How Agencies Scale Through Acquisitions: Valuation, Timing & PE Strategy with Bob GlazerHow Agencies Scale Through Acquisitions: Valuation, Timing & PE Strategy with Bob GlazerMost founders grow by effort. The smart ones grow by acquisition.

In this episode of The Deal Playbook Podcast, I sat down with Robert Glazer, founder of Acceleration Partners, a 300-person global performance marketing firm that scaled 20–30% a year for a decade and turned into a true acquisition platform.

Bob built a real business with real systems, then partnered with private equity and used M&A to accelerate growth. But the reason I brought him on isn't the highlight reel, it's because he’s one of the few operators who tells the truth about valuation, timing, and what actually determines the outcome of a deal.

Most founders get this wrong. They confuse a P&L with a bank account. They wait for the “perfect year.” They misread the market. And by the time they’re ready to sell, the window has already closed.

Bob breaks it down with clarity and data:

  • When to sell and when you’re lying to yourself
  • How private equity really values a business
  • Why consolidation forces you to choose: roller, roll-in, or get rolled
  • The simple mistakes that torpedo deals (family lawyers, fantasy multiples, hiding issues)
  • How to structure deals that close now and true-up later
  • Why AI won’t replace agencies but will replace agency roles

He also shares the founder's reality almost no one talks about: when 99% of your wealth sits in one illiquid asset, your “wait another year” strategy is actually a risk strategy, and a dangerous one.

If you’re growing a business, thinking about acquisitions, preparing for a sale, or trying to build a platform instead of a practice, this conversation will give you the clarity, frameworks, and mindset to play offense.

This is the episode I wish every founder listened to before stepping into a negotiation.

]]>Most founders grow by effort. The smart ones grow by acquisition.

In this episode of The Deal Playbook Podcast, I sat down with Robert Glazer, founder of Acceleration Partners, a 300-person global performance marketing firm that scaled 20–30% a year for a decade and turned into a true acquisition platform.

Bob built a real business with real systems, then partnered with private equity and used M&A to accelerate growth. But the reason I brought him on isn't the highlight reel, it's because he’s one of the few operators who tells the truth about valuation, timing, and what actually determines the outcome of a deal.

Most founders get this wrong. They confuse a P&L with a bank account. They wait for the “perfect year.” They misread the market. And by the time they’re ready to sell, the window has already closed.

Bob breaks it down with clarity and data:

  • When to sell and when you’re lying to yourself
  • How private equity really values a business
  • Why consolidation forces you to choose: roller, roll-in, or get rolled
  • The simple mistakes that torpedo deals (family lawyers, fantasy multiples, hiding issues)
  • How to structure deals that close now and true-up later
  • Why AI won’t replace agencies but will replace agency roles

He also shares the founder's reality almost no one talks about: when 99% of your wealth sits in one illiquid asset, your “wait another year” strategy is actually a risk strategy, and a dangerous one.

If you’re growing a business, thinking about acquisitions, preparing for a sale, or trying to build a platform instead of a practice, this conversation will give you the clarity, frameworks, and mindset to play offense.

This is the episode I wish every founder listened to before stepping into a negotiation.

]]>27cff008-5386-4104-8598-bcefdd3bfc4aSun, 14 Dec 2025 07:15:00 -070044:41falsefull1818Startup to Unicorn IPOs to Leveraging M&A in the AI Era: Brett Hurt’s PlaybookStartup to Unicorn IPOs to Leveraging M&A in the AI Era: Brett Hurt’s PlaybookIn this episode of The Deal Playbook, Tom Shipley sits down with Brett Hurt, one of Austin’s most accomplished entrepreneurs and investors. Brett has built and successfully exited three companies, including:

  • Coremetrics (acquired by IBM for ~$300M)
  • Bazaarvoice (scaled to $100M+ ARR and a unicorn IPO in 2012)
  • data.world (a B-Corp acquired by ServiceNow in July 2025 to power their enterprise AI platform)

Through Hurt Family Investments, Brett and his wife Deborah have also backed over 146 startups and 47 VC funds, making him a cornerstone of the Austin tech and venture ecosystem.

Tom and Brett dive deep into:

  • The buy vs. build rubric and how to know when an acquisition will compound value.
  • Lessons from PowerReviews and Longboard Media acquisitions—what worked, what didn’t, and why.
  • How Bazaarvoice became one of the most capital-efficient SaaS unicorns of its time.
  • Preparing your company for acquisition—what must be true before conversations begin.
  • Why culture is the real integration strategy in M&A.
  • Brett’s perspective on AI, agentic systems, and the future of deal-making.
  • His new mission through Love Conquers Fear—a podcast, book, and holding company aimed at shaping humanity’s future in the AI era.

Whether you’re running a 7–9 figure company or planning your first acquisition, this fireside chat is packed with hard-won lessons, cautionary tales, and forward-looking strategies that will help you scale smarter and exit stronger.

]]>In this episode of The Deal Playbook, Tom Shipley sits down with Brett Hurt, one of Austin’s most accomplished entrepreneurs and investors. Brett has built and successfully exited three companies, including:

  • Coremetrics (acquired by IBM for ~$300M)
  • Bazaarvoice (scaled to $100M+ ARR and a unicorn IPO in 2012)
  • data.world (a B-Corp acquired by ServiceNow in July 2025 to power their enterprise AI platform)

Through Hurt Family Investments, Brett and his wife Deborah have also backed over 146 startups and 47 VC funds, making him a cornerstone of the Austin tech and venture ecosystem.

Tom and Brett dive deep into:

  • The buy vs. build rubric and how to know when an acquisition will compound value.
  • Lessons from PowerReviews and Longboard Media acquisitions—what worked, what didn’t, and why.
  • How Bazaarvoice became one of the most capital-efficient SaaS unicorns of its time.
  • Preparing your company for acquisition—what must be true before conversations begin.
  • Why culture is the real integration strategy in M&A.
  • Brett’s perspective on AI, agentic systems, and the future of deal-making.
  • His new mission through Love Conquers Fear—a podcast, book, and holding company aimed at shaping humanity’s future in the AI era.

Whether you’re running a 7–9 figure company or planning your first acquisition, this fireside chat is packed with hard-won lessons, cautionary tales, and forward-looking strategies that will help you scale smarter and exit stronger.

]]>3a6d92cf-0731-4939-a527-4ce349889e4dSat, 06 Sep 2025 04:00:00 -070033:34falsefull1717How to Achieve Agency Success Without Cheap Labor with JC HiteHow to Achieve Agency Success Without Cheap Labor with JC HiteThis episode features JC Hite, founder of Hite Digital, sharing how he disrupted the traditional digital agency model by blending franchising with global talent acquisition. JC recounts his evolution from a white-label provider to building one of the fastest-growing agency networks, spanning 16 offices across the U.S. and Latin America. You will gain insights into how focusing on integrity, premium talent, and scalable systems helped him stand out in a competitive industry. From overcoming challenges in leadership to transforming his team’s approach to growth, JC offers advice for entrepreneurs looking to scale with intention and impact.

Chapters:

  • 00:00:00 - Why Entrepreneurs Thrive with Their Own Systems
  • 00:00:49 - Meet JC Hite: Transforming Agencies Through Innovation
  • 00:01:41 - How Hite Digital Scaled to 16 Offices in Record Time
  • 00:02:48 - Evolution of Business Models: From White Label to Franchise
  • 00:04:52 - Building a High-Performance Team in Latin America
  • 00:07:49 - Navigating Cultural Challenges and Staying True to Core Values
  • 00:11:16 - Taking the Leap: Starting a Business from Scratch
  • 00:14:50 - Why the Franchise Model Simplified Growth and Increased Revenue
  • 00:18:27 - Overcoming Client Issues with Long-Term Partnerships
  • 00:20:14 - How JC Recruited and Retained Franchise Partners
  • 00:21:33 - The Downside of Entrepreneurial Freedom in Franchises
  • 00:27:32 - Pioneering a New Business Model: Equity and Rev-Share Partnerships
  • 00:29:06 - Breaking Down Equity and Profit-Sharing Deals for Growth
  • 00:35:37 - Closing Thoughts and an Invitation to Future Events

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>This episode features JC Hite, founder of Hite Digital, sharing how he disrupted the traditional digital agency model by blending franchising with global talent acquisition. JC recounts his evolution from a white-label provider to building one of the fastest-growing agency networks, spanning 16 offices across the U.S. and Latin America. You will gain insights into how focusing on integrity, premium talent, and scalable systems helped him stand out in a competitive industry. From overcoming challenges in leadership to transforming his team’s approach to growth, JC offers advice for entrepreneurs looking to scale with intention and impact.

Chapters:

  • 00:00:00 - Why Entrepreneurs Thrive with Their Own Systems
  • 00:00:49 - Meet JC Hite: Transforming Agencies Through Innovation
  • 00:01:41 - How Hite Digital Scaled to 16 Offices in Record Time
  • 00:02:48 - Evolution of Business Models: From White Label to Franchise
  • 00:04:52 - Building a High-Performance Team in Latin America
  • 00:07:49 - Navigating Cultural Challenges and Staying True to Core Values
  • 00:11:16 - Taking the Leap: Starting a Business from Scratch
  • 00:14:50 - Why the Franchise Model Simplified Growth and Increased Revenue
  • 00:18:27 - Overcoming Client Issues with Long-Term Partnerships
  • 00:20:14 - How JC Recruited and Retained Franchise Partners
  • 00:21:33 - The Downside of Entrepreneurial Freedom in Franchises
  • 00:27:32 - Pioneering a New Business Model: Equity and Rev-Share Partnerships
  • 00:29:06 - Breaking Down Equity and Profit-Sharing Deals for Growth
  • 00:35:37 - Closing Thoughts and an Invitation to Future Events

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>bd69acd9-4148-4d8f-9536-ad9aef910851Tue, 26 Nov 2024 04:00:00 -070037:35falsefull1616Strategic Acquisitions and Long-Term Vision: E-Commerce Growth with Brian BurtStrategic Acquisitions and Long-Term Vision: E-Commerce Growth with Brian BurtBrian Burt, founder of Canopy Management, shares his incredible journey from a scrappy Amazon seller to leading one of the fastest-growing e-commerce agencies in the country. Brian breaks down the strategic role acquisitions played in scaling his business, revealing how buying companies unlocked massive growth opportunities. From leveraging TikTok Shop's powerful affiliate network to designing innovative pricing models, Brian offers game-changing insights into building multi-platform success. Whether you're an e-commerce entrepreneur or a growth strategist, this episode is packed with actionable takeaways on scaling fast, fostering client relationships, and staying ahead in the ever-evolving digital landscape.

Chapters

  • 00:00:00 – Unlocking TikTok Shop Success: How Affiliates are Changing the Game
  • 00:01:00 – Meet Brian Burt: From Scrappy Startup to Scaling E-commerce Empires
  • 00:02:00 – Building Canopy Management: Lessons from Growing a Multi-Platform Agency
  • 00:04:05 – The Power of Acquisitions: How Strategic Buys Built Canopy’s Backbone
  • 00:06:54 – Innovating Pricing Models: Creating Win-Win Client Success Stories
  • 00:13:41 – Relationships and Vision: Brian’s Path to Long-Term Growth and Future Plans
  • 00:15:34 – Final Takeaways: What’s Next for E-commerce Titans and Industry Disruptors

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Brian Burt, founder of Canopy Management, shares his incredible journey from a scrappy Amazon seller to leading one of the fastest-growing e-commerce agencies in the country. Brian breaks down the strategic role acquisitions played in scaling his business, revealing how buying companies unlocked massive growth opportunities. From leveraging TikTok Shop's powerful affiliate network to designing innovative pricing models, Brian offers game-changing insights into building multi-platform success. Whether you're an e-commerce entrepreneur or a growth strategist, this episode is packed with actionable takeaways on scaling fast, fostering client relationships, and staying ahead in the ever-evolving digital landscape.

Chapters

  • 00:00:00 – Unlocking TikTok Shop Success: How Affiliates are Changing the Game
  • 00:01:00 – Meet Brian Burt: From Scrappy Startup to Scaling E-commerce Empires
  • 00:02:00 – Building Canopy Management: Lessons from Growing a Multi-Platform Agency
  • 00:04:05 – The Power of Acquisitions: How Strategic Buys Built Canopy’s Backbone
  • 00:06:54 – Innovating Pricing Models: Creating Win-Win Client Success Stories
  • 00:13:41 – Relationships and Vision: Brian’s Path to Long-Term Growth and Future Plans
  • 00:15:34 – Final Takeaways: What’s Next for E-commerce Titans and Industry Disruptors

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>5ebca8a6-6ed4-4b38-b7c1-bdba0fe00524Tue, 15 Oct 2024 04:00:00 -070015:39falsefull1515Mastering the Art of Acquisitions: 100+ Deals a Year with Robyn SiersMastering the Art of Acquisitions: 100+ Deals a Year with Robyn SiersRobyn Siers is a seasoned M&A attorney telling you her insights on what it takes to successfully navigate mergers and acquisitions, especially in the marketing and tech industries. She talks about the importance of having a clear buying thesis, understanding seller motivation, and using creative deal structures to close deals. Robyn also discusses how AI is becoming part of the M&A world and why building a repeatable process can make transactions smoother and faster. With over 100 deals a year, Robyn offers up advice for buyers and sellers looking to make smart decisions.

Chapters:

  • 00:00:00 – Nailing the Buying Thesis: Say No to the Wrong Deals
  • 00:01:00 – Robyn Siers on M&A Mastery: Why Experience Matters
  • 00:02:30 – Top Advice for Entrepreneurs Navigating Their First M&A Deal
  • 00:03:15 – Is AI Part of Your Buying Thesis? The Future of Acquisitions
  • 00:05:00 – How Seller Motivation Can Make or Break Your Deal
  • 00:07:45 – Creative Deal Structures: Getting More Than Just Cash Upfront
  • 00:18:00 – M&A Nightmares: The Challenges of Closing Tough Deals
  • 00:21:30 – Wrapping Up with Robyn: What to Expect at DealCon

Links and Resources:



Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Robyn Siers is a seasoned M&A attorney telling you her insights on what it takes to successfully navigate mergers and acquisitions, especially in the marketing and tech industries. She talks about the importance of having a clear buying thesis, understanding seller motivation, and using creative deal structures to close deals. Robyn also discusses how AI is becoming part of the M&A world and why building a repeatable process can make transactions smoother and faster. With over 100 deals a year, Robyn offers up advice for buyers and sellers looking to make smart decisions.

Chapters:

  • 00:00:00 – Nailing the Buying Thesis: Say No to the Wrong Deals
  • 00:01:00 – Robyn Siers on M&A Mastery: Why Experience Matters
  • 00:02:30 – Top Advice for Entrepreneurs Navigating Their First M&A Deal
  • 00:03:15 – Is AI Part of Your Buying Thesis? The Future of Acquisitions
  • 00:05:00 – How Seller Motivation Can Make or Break Your Deal
  • 00:07:45 – Creative Deal Structures: Getting More Than Just Cash Upfront
  • 00:18:00 – M&A Nightmares: The Challenges of Closing Tough Deals
  • 00:21:30 – Wrapping Up with Robyn: What to Expect at DealCon

Links and Resources:



Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>32ded732-4173-4ae7-a744-b21f36b389f6Tue, 08 Oct 2024 04:00:00 -070022:28falsefull1414Big Picture Marketing: Scaling Through Offers, Content, and Acquisitions with Molly PittmanBig Picture Marketing: Scaling Through Offers, Content, and Acquisitions with Molly PittmanMolly Pittman, CEO and Managing Partner at Smart Marketer, shares her proven strategies for growing businesses in today’s rapidly changing digital marketing landscape. Due to how she helps brands scale from $5 million to $50 million, Molly talks about the importance of strong offers, using native ads, and thinking big-picture when navigating market shifts. She also discusses why many brands are struggling while others are thriving, how to measure success in a world with less data, and the role acquisitions can play in growth. Whether you're an agency owner or a business looking to scale, Molly's insights offer practical, actionable advice for winning in 2024.

Chapters

  • 00:00:00 - How Data-Driven Decisions Shape Success
  • 00:01:00 - Meet Molly Pittman: From Intern to Industry Icon
  • 00:02:30 - Surviving Market Shifts: Insights from the Field
  • 00:05:10 - Smart Growth Strategies for Scaling Your Business
  • 00:06:50 - Deep Dive: The Latest Paid Media Analysis
  • 00:08:30 - Offers That Win: Reinventing Business Models
  • 00:11:45 - Mastering Content & Personal Branding for Growth
  • 00:15:20 - Native Ads vs. Non-Native Ads: What Actually Works
  • 00:19:10 - Future Trends in E-Commerce and Digital Marketing
  • 00:20:30 - Attribution & ROI: The Ultimate Guide to Measuring Success
  • 00:22:50 - Scaling Up with Acquisitions & Lead Generation
  • 00:24:30 - Closing Thoughts: Simplifying for Success

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Molly Pittman, CEO and Managing Partner at Smart Marketer, shares her proven strategies for growing businesses in today’s rapidly changing digital marketing landscape. Due to how she helps brands scale from $5 million to $50 million, Molly talks about the importance of strong offers, using native ads, and thinking big-picture when navigating market shifts. She also discusses why many brands are struggling while others are thriving, how to measure success in a world with less data, and the role acquisitions can play in growth. Whether you're an agency owner or a business looking to scale, Molly's insights offer practical, actionable advice for winning in 2024.

Chapters

  • 00:00:00 - How Data-Driven Decisions Shape Success
  • 00:01:00 - Meet Molly Pittman: From Intern to Industry Icon
  • 00:02:30 - Surviving Market Shifts: Insights from the Field
  • 00:05:10 - Smart Growth Strategies for Scaling Your Business
  • 00:06:50 - Deep Dive: The Latest Paid Media Analysis
  • 00:08:30 - Offers That Win: Reinventing Business Models
  • 00:11:45 - Mastering Content & Personal Branding for Growth
  • 00:15:20 - Native Ads vs. Non-Native Ads: What Actually Works
  • 00:19:10 - Future Trends in E-Commerce and Digital Marketing
  • 00:20:30 - Attribution & ROI: The Ultimate Guide to Measuring Success
  • 00:22:50 - Scaling Up with Acquisitions & Lead Generation
  • 00:24:30 - Closing Thoughts: Simplifying for Success

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>0a5d583e-2bdd-4da5-826c-55707da9eefdTue, 01 Oct 2024 04:00:00 -070029:15falsefull1313EBITDA, Earn-Outs, and the Exit Plan with Todd TaskeyEBITDA, Earn-Outs, and the Exit Plan with Todd TaskeyTodd Taskey discusses the key strategies digital marketing agencies need to know when preparing for a successful exit. He explains why finding the right buyer matters more than you think and how clear messaging about your business can drive up your transaction value. Todd also covers the importance of realistic projections, navigating earn-outs, and the factors that can either help or hurt your chances of closing a good deal. With examples, including a case study on Social SEO’s 8X growth, this episode is packed with advice for agency owners looking to sell.

Chapters

  • 00:00:00 - Kickoff: Making Partners as Happy as Customers
  • 00:00:53 - Meet Todd Taskey: Maximizing Digital Marketing Exits
  • 00:01:54 - The Top Advice for Agencies Eyeing an Exit
  • 00:02:15 - Aligning with the Right Buyer for Lasting Success
  • 00:03:38 - How Social SEO Scaled 8X with Private Equity
  • 00:04:46 - EBITDA Demystified: Boosting Your Transaction Value
  • 00:10:24 - The Power of Realistic Projections in Business Deals
  • 00:11:56 - Earn-Outs and Retention: How to Stay in Control
  • 00:17:20 - Navigating Market Trends & What They Mean for Agencies
  • 00:23:28 - Secrets to Client Retention: Don’t Let Them Walk
  • 00:33:19 - Final Prep: How to Ensure a Successful Business Exit

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Todd Taskey discusses the key strategies digital marketing agencies need to know when preparing for a successful exit. He explains why finding the right buyer matters more than you think and how clear messaging about your business can drive up your transaction value. Todd also covers the importance of realistic projections, navigating earn-outs, and the factors that can either help or hurt your chances of closing a good deal. With examples, including a case study on Social SEO’s 8X growth, this episode is packed with advice for agency owners looking to sell.

Chapters

  • 00:00:00 - Kickoff: Making Partners as Happy as Customers
  • 00:00:53 - Meet Todd Taskey: Maximizing Digital Marketing Exits
  • 00:01:54 - The Top Advice for Agencies Eyeing an Exit
  • 00:02:15 - Aligning with the Right Buyer for Lasting Success
  • 00:03:38 - How Social SEO Scaled 8X with Private Equity
  • 00:04:46 - EBITDA Demystified: Boosting Your Transaction Value
  • 00:10:24 - The Power of Realistic Projections in Business Deals
  • 00:11:56 - Earn-Outs and Retention: How to Stay in Control
  • 00:17:20 - Navigating Market Trends & What They Mean for Agencies
  • 00:23:28 - Secrets to Client Retention: Don’t Let Them Walk
  • 00:33:19 - Final Prep: How to Ensure a Successful Business Exit

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>9c93d108-e01c-49a9-a5b5-5afa5567b8f6Tue, 24 Sep 2024 04:00:00 -070034:20falsefull1212Building an Empire: Acquisitions, Leadership, and Vision in the Agency World with Jason SwenkBuilding an Empire: Acquisitions, Leadership, and Vision in the Agency World with Jason SwenkJason Swenk breaks down how agency owners can scale their businesses, overcome common challenges, and position themselves for success. He shares his Eight System Framework, which has helped countless agencies grow from scratch to eight figures. Jason also dives into the power of strategic acquisitions, the importance of having a clear vision, and why most agencies fail to get the right clients. Whether you're looking to fine-tune your offer, attract better leads, or understand the future of agencies with AI on the rise, Jason gives great advice that you can put into action. 

Chapters

  • 00:00:00 - The Journey: From Small Beginnings to Big Success
  • 00:00:53 - Meet Jason Swenk: The Mind Behind Scaling Agencies
  • 00:02:16 - The Biggest Agency Challenges & How to Tackle Them
  • 00:03:17 - Jason’s Eight System Framework: The Blueprint for Agency Growth
  • 00:05:08 - Positioning & Offer Strategies That Win Clients
  • 00:09:03 - Scaling Through Acquisitions: How Republics Changes the Game
  • 00:12:30 - Acquisitions vs. Organic Growth: Which is Right for Your Agency?
  • 00:16:45 - Real-Life Acquisition Success Stories: Lessons from the Field
  • 00:21:00 - Integrating New Teams: How to Keep Culture and Efficiency Intact
  • 00:25:09 - AI in Agencies: Adapt or Get Left Behind
  • 00:29:43 - Final Thoughts: Practical Advice to Elevate Your Agency

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Jason Swenk breaks down how agency owners can scale their businesses, overcome common challenges, and position themselves for success. He shares his Eight System Framework, which has helped countless agencies grow from scratch to eight figures. Jason also dives into the power of strategic acquisitions, the importance of having a clear vision, and why most agencies fail to get the right clients. Whether you're looking to fine-tune your offer, attract better leads, or understand the future of agencies with AI on the rise, Jason gives great advice that you can put into action. 

Chapters

  • 00:00:00 - The Journey: From Small Beginnings to Big Success
  • 00:00:53 - Meet Jason Swenk: The Mind Behind Scaling Agencies
  • 00:02:16 - The Biggest Agency Challenges & How to Tackle Them
  • 00:03:17 - Jason’s Eight System Framework: The Blueprint for Agency Growth
  • 00:05:08 - Positioning & Offer Strategies That Win Clients
  • 00:09:03 - Scaling Through Acquisitions: How Republics Changes the Game
  • 00:12:30 - Acquisitions vs. Organic Growth: Which is Right for Your Agency?
  • 00:16:45 - Real-Life Acquisition Success Stories: Lessons from the Field
  • 00:21:00 - Integrating New Teams: How to Keep Culture and Efficiency Intact
  • 00:25:09 - AI in Agencies: Adapt or Get Left Behind
  • 00:29:43 - Final Thoughts: Practical Advice to Elevate Your Agency

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>d611c890-205d-4c97-8603-c4b3d3b75068Mon, 23 Sep 2024 04:00:00 -070032:03falsefull1111Building a Brand that Sells Out Through TikTok with Josh SnowBuilding a Brand that Sells Out Through TikTok with Josh SnowJosh Snow shares how he built a multi-million dollar brand by tapping into the power of TikTok and leveraging an army of creators. He explains the strategies that helped him generate $1 million in sales within days of launching on TikTok Shop and how this platform has become a game changer for e-commerce. Josh breaks down the importance of viral content, affiliate marketing, and how TikTok’s unique tools allow businesses to scale quickly. He also discusses how brands can adapt to stay competitive in a rapidly changing online market.

Chapters

  • 00:00 - Authenticity Over Ads: The New Era of Marketing
  • 00:50 - Meet Josh Snow: The Mastermind Behind Viral Success
  • 01:55 - TikTok Shop: The Gold Rush You Can’t Ignore
  • 03:10 - E-commerce Shakeup: TikTok’s Impact on the Industry
  • 07:55 - Viral Marketing Unleashed: How to Leverage Creators for Explosive Growth
  • 14:55 - The Future of E-commerce: Scaling Beyond Limits
  • 16:00 - Nashville Bound: CEO Summit Preview and Key Takeaways

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Josh Snow shares how he built a multi-million dollar brand by tapping into the power of TikTok and leveraging an army of creators. He explains the strategies that helped him generate $1 million in sales within days of launching on TikTok Shop and how this platform has become a game changer for e-commerce. Josh breaks down the importance of viral content, affiliate marketing, and how TikTok’s unique tools allow businesses to scale quickly. He also discusses how brands can adapt to stay competitive in a rapidly changing online market.

Chapters

  • 00:00 - Authenticity Over Ads: The New Era of Marketing
  • 00:50 - Meet Josh Snow: The Mastermind Behind Viral Success
  • 01:55 - TikTok Shop: The Gold Rush You Can’t Ignore
  • 03:10 - E-commerce Shakeup: TikTok’s Impact on the Industry
  • 07:55 - Viral Marketing Unleashed: How to Leverage Creators for Explosive Growth
  • 14:55 - The Future of E-commerce: Scaling Beyond Limits
  • 16:00 - Nashville Bound: CEO Summit Preview and Key Takeaways

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>a9dd18e4-f0c4-49a6-a3f6-4648091a4605Fri, 20 Sep 2024 04:00:00 -070016:26falsefull1010Building Multimillion-Dollar Brands with Celebrity Partners with Rudy MawerBuilding Multimillion-Dollar Brands with Celebrity Partners with Rudy MawerRudy Mawer shares his journey of building multimillion-dollar businesses through strategic partnerships, celebrity collaborations, and leveraging AI and automation. Rudy shares insights on acquiring iconic brands during the COVID-19 pandemic, his strategic partnership with Ty Lopez, and building multi-million dollar businesses while running an expansive agency. He reveals his innovative approach to celebrity partnerships through his company, More Capital, and how he's leveraging AI to streamline operations and amplify success. Rudy also emphasizes the importance of adaptability in business and teases his upcoming participation at the Deal Con M&A CEO Summit.

Chapters:

  • 00:00:00 - Introduction to Rudy Mawer
  • 00:00:29 - From Agency Owner to Partnering with Global Icons
  • 00:02:25 - Acquiring Pier 1 and Other Iconic Brands
  • 00:04:38 - Scaling Teams While Maintaining Efficiency
  • 00:08:31 - Running Multiple Brands Under One Roof
  • 00:09:11 - Building Profitable Brands with Celebrity Partners
  • 00:13:00 - Why Celebrity Brands Are Easier to Exit
  • 00:17:23 - Transforming Business with AI and Automation
  • 00:20:18 - Rudy’s Upcoming Appearance at Deal Con M&A CEO Summit

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Rudy Mawer shares his journey of building multimillion-dollar businesses through strategic partnerships, celebrity collaborations, and leveraging AI and automation. Rudy shares insights on acquiring iconic brands during the COVID-19 pandemic, his strategic partnership with Ty Lopez, and building multi-million dollar businesses while running an expansive agency. He reveals his innovative approach to celebrity partnerships through his company, More Capital, and how he's leveraging AI to streamline operations and amplify success. Rudy also emphasizes the importance of adaptability in business and teases his upcoming participation at the Deal Con M&A CEO Summit.

Chapters:

  • 00:00:00 - Introduction to Rudy Mawer
  • 00:00:29 - From Agency Owner to Partnering with Global Icons
  • 00:02:25 - Acquiring Pier 1 and Other Iconic Brands
  • 00:04:38 - Scaling Teams While Maintaining Efficiency
  • 00:08:31 - Running Multiple Brands Under One Roof
  • 00:09:11 - Building Profitable Brands with Celebrity Partners
  • 00:13:00 - Why Celebrity Brands Are Easier to Exit
  • 00:17:23 - Transforming Business with AI and Automation
  • 00:20:18 - Rudy’s Upcoming Appearance at Deal Con M&A CEO Summit

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>d7801306-0a45-4bc4-a3a3-a6ec8efcb535Thu, 19 Sep 2024 04:00:00 -070021:02falsefull99Mastering LinkedIn: Build Your Personal Brand and Double Your Business with Joshua B. LeeMastering LinkedIn: Build Your Personal Brand and Double Your Business with Joshua B. LeeJoshua B. Lee, known as the "Dopamine Dealer of LinkedIn," shares how he’s helped businesses scale by focusing on authentic human connections. He talks about the evolution from MySpace to LinkedIn, revealing why personal brands are critical for business success today. Joshua talks about content strategies that work on LinkedIn, the importance of trust in business deals, and how AI is shaping the future of search. He also tells hard lessons he’s learned from bad deals and points out how partnerships and communication can make or break a business. Tune in to learn how to leverage LinkedIn for real growth and avoid common pitfalls.

Chapters

  • 00:00:00 - Starting Strong: The Power of Positive Polarization
  • 00:00:44 - Meet the Dopamine Dealer of LinkedIn: Joshua B. Lee’s Journey
  • 00:01:49 - From MySpace to LinkedIn: A Social Media Pioneer
  • 00:04:09 - Humanizing Your Brand: Why it Matters More Than Ever
  • 00:07:53 - LinkedIn Strategies for Real Business Success
  • 00:11:25 - Building Trust on LinkedIn: Why Personal Connections Matter More Than Ever
  • 00:15:40 - The Content Game on LinkedIn: Strategies that Win
  • 00:17:43 - Storytelling & Engagement: Crafting Content that Sticks
  • 00:18:21 - Becoming a Value Aggregator: The Secret to LinkedIn Success
  • 00:21:10 - Trust and Lessons from Bad Deals: What Every Entrepreneur Should Know
  • 00:26:11 - Power of Partnerships: Communication and Collaboration
  • 00:28:58 - AI’s Impact on LinkedIn: Future Trends to Watch
  • 00:32:46 - Upcoming Event: Deal Con Live — Join the Revolution of Business Growth

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Joshua B. Lee, known as the "Dopamine Dealer of LinkedIn," shares how he’s helped businesses scale by focusing on authentic human connections. He talks about the evolution from MySpace to LinkedIn, revealing why personal brands are critical for business success today. Joshua talks about content strategies that work on LinkedIn, the importance of trust in business deals, and how AI is shaping the future of search. He also tells hard lessons he’s learned from bad deals and points out how partnerships and communication can make or break a business. Tune in to learn how to leverage LinkedIn for real growth and avoid common pitfalls.

Chapters

  • 00:00:00 - Starting Strong: The Power of Positive Polarization
  • 00:00:44 - Meet the Dopamine Dealer of LinkedIn: Joshua B. Lee’s Journey
  • 00:01:49 - From MySpace to LinkedIn: A Social Media Pioneer
  • 00:04:09 - Humanizing Your Brand: Why it Matters More Than Ever
  • 00:07:53 - LinkedIn Strategies for Real Business Success
  • 00:11:25 - Building Trust on LinkedIn: Why Personal Connections Matter More Than Ever
  • 00:15:40 - The Content Game on LinkedIn: Strategies that Win
  • 00:17:43 - Storytelling & Engagement: Crafting Content that Sticks
  • 00:18:21 - Becoming a Value Aggregator: The Secret to LinkedIn Success
  • 00:21:10 - Trust and Lessons from Bad Deals: What Every Entrepreneur Should Know
  • 00:26:11 - Power of Partnerships: Communication and Collaboration
  • 00:28:58 - AI’s Impact on LinkedIn: Future Trends to Watch
  • 00:32:46 - Upcoming Event: Deal Con Live — Join the Revolution of Business Growth

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>11ade72d-f2c2-492f-9275-860c6a3f8e27Wed, 18 Sep 2024 05:00:00 -070035:34falsefull88Mental Health & Money: Building Hawke Media Against All Odds with Erik HubermanMental Health & Money: Building Hawke Media Against All Odds with Erik HubermanIn this episode, Erik Huberman, founder and CEO of Hawke Media, shares his entrepreneurial journey, from starting his first business at age six to building a marketing empire that has generated over $2.9 billion in revenue for clients. He opens up about the highs and lows of running a business, including how mental health challenges nearly led him to quit. Erik also breaks down his approach to scaling through acquisitions, managing anxiety, and how he keeps pushing forward despite setbacks. If you want to hear real talk about building a business, managing tough moments, and thriving in the marketing world, this episode is for you.

Chapters

  • 00:00 | Igniting Progress: The Power of Forward Momentum
  • 00:30 | Meet Erik Huberman: Hawke Media’s Game-Changer
  • 00:59 | Erik’s First Steps: From a 6-Year-Old Entrepreneur to Building Empires
  • 01:53 | Mountain Peaks and Deep Valleys: Navigating the Highs and Lows of Business
  • 04:54 | Mental Health Struggles: How Anxiety Pushed Erik to the Brink
  • 10:56 | The Art of Exits: Lessons from Erik’s Early Business Sales
  • 12:45 | Scaling Hawke Media: Inside Erik’s Acquisition Strategy
  • 15:00 | The Vision: Future Goals and What It Takes to Dominate the Market
  • 21:59 | Profit Margins and Growth: Balancing Expansion with Efficiency
  • 25:23 | Integrating Teams: The Cultural Challenges of Merging Businesses
  • 29:46 | Legal Terms: How Erik Handles Attorneys and Deal Terms
  • 31:35 | Unveiling the Fund: What Hawke Ventures Looks for in Investments
  • 33:15 | Investment Strategy: From Tools to Success Stories
  • 40:31 | Wrapping Up: Final Thoughts and Excitement for DealCon Live in Nashville

Links and Resources:



Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>In this episode, Erik Huberman, founder and CEO of Hawke Media, shares his entrepreneurial journey, from starting his first business at age six to building a marketing empire that has generated over $2.9 billion in revenue for clients. He opens up about the highs and lows of running a business, including how mental health challenges nearly led him to quit. Erik also breaks down his approach to scaling through acquisitions, managing anxiety, and how he keeps pushing forward despite setbacks. If you want to hear real talk about building a business, managing tough moments, and thriving in the marketing world, this episode is for you.

Chapters

  • 00:00 | Igniting Progress: The Power of Forward Momentum
  • 00:30 | Meet Erik Huberman: Hawke Media’s Game-Changer
  • 00:59 | Erik’s First Steps: From a 6-Year-Old Entrepreneur to Building Empires
  • 01:53 | Mountain Peaks and Deep Valleys: Navigating the Highs and Lows of Business
  • 04:54 | Mental Health Struggles: How Anxiety Pushed Erik to the Brink
  • 10:56 | The Art of Exits: Lessons from Erik’s Early Business Sales
  • 12:45 | Scaling Hawke Media: Inside Erik’s Acquisition Strategy
  • 15:00 | The Vision: Future Goals and What It Takes to Dominate the Market
  • 21:59 | Profit Margins and Growth: Balancing Expansion with Efficiency
  • 25:23 | Integrating Teams: The Cultural Challenges of Merging Businesses
  • 29:46 | Legal Terms: How Erik Handles Attorneys and Deal Terms
  • 31:35 | Unveiling the Fund: What Hawke Ventures Looks for in Investments
  • 33:15 | Investment Strategy: From Tools to Success Stories
  • 40:31 | Wrapping Up: Final Thoughts and Excitement for DealCon Live in Nashville

Links and Resources:



Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>3b90120c-8262-45c2-94a3-7076d86ba82fTue, 17 Sep 2024 04:00:00 -070041:05falsefull77Creating Deals That Win: Leveraging Media and Exiting on Top with Max FinnCreating Deals That Win: Leveraging Media and Exiting on Top with Max FinnMax Finn shares his journey from early success with Facebook marketing to leading the charge on TikTok. He discusses the mindset shift required to approach deals with confidence, the importance of having options, and the fine line between abundance and scarcity in negotiations. Max also talks about key strategies for leveraging media to raise capital and the value of knowing when to walk away from a deal. 

Chapters

  • 00:00:00 - The Perils of Exciting Deals: Avoiding Costly Concessions
  • 00:00:47 - Spotlight on Max Finn: A Pioneer of Digital Marketing
  • 00:02:21 - Masterminds and Market Shifts: Max's Event During the COVID-19 Surge
  • 00:04:04 - Mastering Media: High-Quality Leads Through Precision Strategies
  • 00:07:29 - The Future of Media Buying: Innovations and AI’s Role
  • 00:10:14 - A Game-Changing Exit: Selling Startup Drugs to Russell Brunson
  • 00:13:54 - Smart Deal Crafting: How to Create No-Risk Win-Win Deals
  • 00:17:05 - The Hard Lessons: Navigating the Venture Capital Landscape
  • 00:18:22 - Investor Insights: Preferences, Deal Terms, and Hidden Traps
  • 00:20:20 - The Power of Knowledge: Leveraging Experience in Negotiations
  • 00:21:00 - Confidence in the Room: Negotiating from Strength
  • 00:23:11 - Building an Abundance Mindset for Deal-Making Success
  • 00:30:13 - TikTok Shop Revolution: New Opportunities for Brands and Creators
  • 00:32:25 - AI’s Role in Creative Generation: Where the Future is Headed
  • 00:33:14 - CEO M&A Summit: A Preview of What’s to Come

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Max Finn shares his journey from early success with Facebook marketing to leading the charge on TikTok. He discusses the mindset shift required to approach deals with confidence, the importance of having options, and the fine line between abundance and scarcity in negotiations. Max also talks about key strategies for leveraging media to raise capital and the value of knowing when to walk away from a deal. 

Chapters

  • 00:00:00 - The Perils of Exciting Deals: Avoiding Costly Concessions
  • 00:00:47 - Spotlight on Max Finn: A Pioneer of Digital Marketing
  • 00:02:21 - Masterminds and Market Shifts: Max's Event During the COVID-19 Surge
  • 00:04:04 - Mastering Media: High-Quality Leads Through Precision Strategies
  • 00:07:29 - The Future of Media Buying: Innovations and AI’s Role
  • 00:10:14 - A Game-Changing Exit: Selling Startup Drugs to Russell Brunson
  • 00:13:54 - Smart Deal Crafting: How to Create No-Risk Win-Win Deals
  • 00:17:05 - The Hard Lessons: Navigating the Venture Capital Landscape
  • 00:18:22 - Investor Insights: Preferences, Deal Terms, and Hidden Traps
  • 00:20:20 - The Power of Knowledge: Leveraging Experience in Negotiations
  • 00:21:00 - Confidence in the Room: Negotiating from Strength
  • 00:23:11 - Building an Abundance Mindset for Deal-Making Success
  • 00:30:13 - TikTok Shop Revolution: New Opportunities for Brands and Creators
  • 00:32:25 - AI’s Role in Creative Generation: Where the Future is Headed
  • 00:33:14 - CEO M&A Summit: A Preview of What’s to Come

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>b0097c4b-54c6-4cdd-99a5-116a79f1c366Mon, 16 Sep 2024 04:00:00 -070034:42falsefull66How to Build an Agency Without Sales Calls with Dennis YuHow to Build an Agency Without Sales Calls with Dennis YuDigital marketing pioneer Dennis Yu shares his expert advice on how businesses can amplify their success by focusing on what works and scaling those wins. From his proven Dollar-a-Day strategy to the power of the Lighthouse model, Dennis breaks down steps for growing agencies and boosting client results. Whether you're running local campaigns or working with global brands, this conversation offers advice on using data to identify winning content, choosing the right clients, and marketing without relying on traditional sales calls. Get ready to rethink how you approach marketing and business growth!

Chapters

  • 00:00:00 - The Secret to Being 'Google-able' and Why It Matters
  • 00:01:21 - Legendary Insights: A Conversation with Digital Marketing Pioneer Dennis Yu
  • 00:02:55 - From Data Analyst to Marketing Guru: The Rise of Dennis Yu
  • 00:04:45 - A Case Study in Success: How a Religious Campaign Went Viral
  • 00:07:00 - Choosing Clients Wisely: Elevating Winners with Proven Strategies
  • 00:09:07 - Exploring the Dollar-a-Day Strategy: Maximizing Impact with Minimal Budget
  • 00:11:43 - Influencer Marketing and Organic Reach: A Game-Changer in Campaigns
  • 00:13:29 - Scaling Local Businesses: Case Studies from World Gym to Plumbing
  • 00:16:53 - Local Celebrities and the $399 Couch: A Marketing Masterclass
  • 00:19:29 - Creative Campaigns that Surprised Everyone: Turning Unexpected Successes into Gold
  • 00:21:00 - Mentorship and the Lighthouse Strategy: Building Powerful Networks
  • 00:23:28 - Lighthouse Leaders in Action: Real-World Case Studies
  • 00:26:46 - The Economic Model of Agency Growth: Revenue Sharing and Scaling
  • 00:30:39 - Creating Content that Converts: Setting Expectations and Delivering Results
  • 00:33:55 - Acquiring and Scaling Agencies: Building Legacies through Business
  • 00:38:15 - Legacy Building in Action: How Business Can Shape the Future
  • 00:40:20 - Event Highlights and What’s Next: Wrapping Up with Powerful Insights

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Digital marketing pioneer Dennis Yu shares his expert advice on how businesses can amplify their success by focusing on what works and scaling those wins. From his proven Dollar-a-Day strategy to the power of the Lighthouse model, Dennis breaks down steps for growing agencies and boosting client results. Whether you're running local campaigns or working with global brands, this conversation offers advice on using data to identify winning content, choosing the right clients, and marketing without relying on traditional sales calls. Get ready to rethink how you approach marketing and business growth!

Chapters

  • 00:00:00 - The Secret to Being 'Google-able' and Why It Matters
  • 00:01:21 - Legendary Insights: A Conversation with Digital Marketing Pioneer Dennis Yu
  • 00:02:55 - From Data Analyst to Marketing Guru: The Rise of Dennis Yu
  • 00:04:45 - A Case Study in Success: How a Religious Campaign Went Viral
  • 00:07:00 - Choosing Clients Wisely: Elevating Winners with Proven Strategies
  • 00:09:07 - Exploring the Dollar-a-Day Strategy: Maximizing Impact with Minimal Budget
  • 00:11:43 - Influencer Marketing and Organic Reach: A Game-Changer in Campaigns
  • 00:13:29 - Scaling Local Businesses: Case Studies from World Gym to Plumbing
  • 00:16:53 - Local Celebrities and the $399 Couch: A Marketing Masterclass
  • 00:19:29 - Creative Campaigns that Surprised Everyone: Turning Unexpected Successes into Gold
  • 00:21:00 - Mentorship and the Lighthouse Strategy: Building Powerful Networks
  • 00:23:28 - Lighthouse Leaders in Action: Real-World Case Studies
  • 00:26:46 - The Economic Model of Agency Growth: Revenue Sharing and Scaling
  • 00:30:39 - Creating Content that Converts: Setting Expectations and Delivering Results
  • 00:33:55 - Acquiring and Scaling Agencies: Building Legacies through Business
  • 00:38:15 - Legacy Building in Action: How Business Can Shape the Future
  • 00:40:20 - Event Highlights and What’s Next: Wrapping Up with Powerful Insights

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>a2de9bed-acac-4c9f-86d9-402831522b6dFri, 13 Sep 2024 04:00:00 -070041:20falsefull55Why Most Businesses Fail to Sell—And How to Beat the OddsWhy Most Businesses Fail to Sell—And How to Beat the OddsTom Shipley and Matt Bodnar break down the world of business valuations and deal structures. They talk about how valuations are more an art than a strict science, influenced by market conditions, negotiation strategies, and individual motivations. Their discussion covers examples of how businesses are bought and sold, highlighting the strategies that can make or break a deal. With case studies and insights, they offer a no-nonsense guide to understanding the true value of a business and how to approach acquisitions with a savvy mindset.

Chapters

  • 00:00:00 - Valuation: The Art Behind the Numbers
  • 00:01:15 - Meet Tom and Matt: Masters of M&A
  • 00:02:00 - Cracking the Code: Deal Structure Essentials
  • 00:04:50 - Real-Life Valuation Stories You Need to Know
  • 00:08:17 - Unlocking Hidden Value: Key Deal Structure Tactics
  • 00:12:45 - Seller Financing and Rollover Equity: Maximizing Your Deal Potential
  • 00:17:14 - Creative Financing: Power Moves in Business Deals
  • 00:20:45 - Join Us at DealCon: Your Next Big Step in M&A

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Tom Shipley and Matt Bodnar break down the world of business valuations and deal structures. They talk about how valuations are more an art than a strict science, influenced by market conditions, negotiation strategies, and individual motivations. Their discussion covers examples of how businesses are bought and sold, highlighting the strategies that can make or break a deal. With case studies and insights, they offer a no-nonsense guide to understanding the true value of a business and how to approach acquisitions with a savvy mindset.

Chapters

  • 00:00:00 - Valuation: The Art Behind the Numbers
  • 00:01:15 - Meet Tom and Matt: Masters of M&A
  • 00:02:00 - Cracking the Code: Deal Structure Essentials
  • 00:04:50 - Real-Life Valuation Stories You Need to Know
  • 00:08:17 - Unlocking Hidden Value: Key Deal Structure Tactics
  • 00:12:45 - Seller Financing and Rollover Equity: Maximizing Your Deal Potential
  • 00:17:14 - Creative Financing: Power Moves in Business Deals
  • 00:20:45 - Join Us at DealCon: Your Next Big Step in M&A

Links and Resources


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>cc0e3dcb-5310-458f-a2e8-8eb9f157cce8Fri, 13 Sep 2024 04:00:00 -070021:58falsefull44Deal Flow Secrets: How to Find Million-Dollar Deals in Your Own NetworkDeal Flow Secrets: How to Find Million-Dollar Deals in Your Own NetworkTom Shipley and Matt Bodnar discuss the often-overlooked strategies for sourcing acquisition opportunities that go beyond traditional methods. They challenge the common reliance on brokers and competitive marketplaces, advocating instead for the power of off-market deals and the value of weak ties in your network. Tom and Matt provide simple and effective steps to consistently generate high-quality leads. Whether you’re an established entrepreneur or new to acquisitions, Tom and Matt offer  straightforward tactics that can change how you approach deal-making and business growth.

Chapters:

  • 00:00:00 - The Goldmine of Backyard Deals: How Local Networks Can Lead to Big Wins
  • 00:01:09 - Meet Tom Shipley and Matt Bodnar: Serial Entrepreneurs & Deal Con Hosts
  • 00:01:52 - Why Acquisitions Are the Fastest Path to Business Growth
  • 00:02:36 - No Tech, No Problem: Simple Lead Generation Hacks for Finding Deals
  • 00:05:35 - Unleashing the Power of Networking for Deal Flow
  • 00:06:37 - The Science of Weak Ties: Your Secret Weapon in Business
  • 00:08:32 - How to Proactively Source Deals Before Your Competitors Do
  • 00:10:27 - Why Off-Market Deals Can Be Your Biggest Win
  • 00:13:25 - Next-Level Strategies for Programmatic M&A
  • 00:19:05 - Inside Events: Networking, Real Deal Stories, and High-Stakes Negotiations
  • 00:21:08 - Event Invitation: Join 100 CEOs in Nashville for Deal Con

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Tom Shipley and Matt Bodnar discuss the often-overlooked strategies for sourcing acquisition opportunities that go beyond traditional methods. They challenge the common reliance on brokers and competitive marketplaces, advocating instead for the power of off-market deals and the value of weak ties in your network. Tom and Matt provide simple and effective steps to consistently generate high-quality leads. Whether you’re an established entrepreneur or new to acquisitions, Tom and Matt offer  straightforward tactics that can change how you approach deal-making and business growth.

Chapters:

  • 00:00:00 - The Goldmine of Backyard Deals: How Local Networks Can Lead to Big Wins
  • 00:01:09 - Meet Tom Shipley and Matt Bodnar: Serial Entrepreneurs & Deal Con Hosts
  • 00:01:52 - Why Acquisitions Are the Fastest Path to Business Growth
  • 00:02:36 - No Tech, No Problem: Simple Lead Generation Hacks for Finding Deals
  • 00:05:35 - Unleashing the Power of Networking for Deal Flow
  • 00:06:37 - The Science of Weak Ties: Your Secret Weapon in Business
  • 00:08:32 - How to Proactively Source Deals Before Your Competitors Do
  • 00:10:27 - Why Off-Market Deals Can Be Your Biggest Win
  • 00:13:25 - Next-Level Strategies for Programmatic M&A
  • 00:19:05 - Inside Events: Networking, Real Deal Stories, and High-Stakes Negotiations
  • 00:21:08 - Event Invitation: Join 100 CEOs in Nashville for Deal Con

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>a122c87b-0d45-44b6-b8ed-105ea0b10336Wed, 04 Sep 2024 06:00:00 -070021:04falsefull33Why 90% of Agencies Are Perfect M&A Targets—And Don't Even Know ItWhy 90% of Agencies Are Perfect M&A Targets—And Don't Even Know ItThis episode breaks down the immense potential that agencies and e-commerce brands hold for strategic acquisitions. Tom and Matt share their insights on why these sectors are prime for investment, highlighting the overlooked opportunities that many business owners miss. They argue that now is the time to capitalize on these opportunities, with a focus on the untapped potential in smaller agencies and brands. Through their conversation, they outline practical strategies for identifying and executing successful acquisitions, making a compelling case for why this approach could be the key to significant growth and success in today's market.

Chapters:

  • 00:00:00 The Power of Acquisitions: Transforming Brands to $100M+
  • 00:02:50 Why Agencies are the Untapped Gold Mine for M&A
  • 00:05:21 Hidden Opportunities in Underperforming Agencies
  • 00:07:42 Why Most Private Equity Firms Overlook These Profitable Agencies
  • 00:09:04 Maximizing Cross-Selling and Operational Synergies
  • 00:10:35 E-Commerce Growth: Leveraging Existing Infrastructure for Success
  • 00:12:10 Unlocking the Potential of Niche Markets: The Portable Sink Success Story
  • 00:14:43 The Risks and Rewards of Product Expansion in E-Commerce
  • 00:16:30 Crafting a Programmatic Acquisition Strategy for Long-Term Success
  • 00:18:00 Meet the Experts at DealCon: Join Us in Nashville

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>This episode breaks down the immense potential that agencies and e-commerce brands hold for strategic acquisitions. Tom and Matt share their insights on why these sectors are prime for investment, highlighting the overlooked opportunities that many business owners miss. They argue that now is the time to capitalize on these opportunities, with a focus on the untapped potential in smaller agencies and brands. Through their conversation, they outline practical strategies for identifying and executing successful acquisitions, making a compelling case for why this approach could be the key to significant growth and success in today's market.

Chapters:

  • 00:00:00 The Power of Acquisitions: Transforming Brands to $100M+
  • 00:02:50 Why Agencies are the Untapped Gold Mine for M&A
  • 00:05:21 Hidden Opportunities in Underperforming Agencies
  • 00:07:42 Why Most Private Equity Firms Overlook These Profitable Agencies
  • 00:09:04 Maximizing Cross-Selling and Operational Synergies
  • 00:10:35 E-Commerce Growth: Leveraging Existing Infrastructure for Success
  • 00:12:10 Unlocking the Potential of Niche Markets: The Portable Sink Success Story
  • 00:14:43 The Risks and Rewards of Product Expansion in E-Commerce
  • 00:16:30 Crafting a Programmatic Acquisition Strategy for Long-Term Success
  • 00:18:00 Meet the Experts at DealCon: Join Us in Nashville

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>7932f80c-df3a-473d-a227-93cf12c5a560Wed, 04 Sep 2024 05:00:00 -070018:41falsefull22Scaling Through Acquisitions Instead of Building a StartupScaling Through Acquisitions Instead of Building a StartupTom Shipley and Matt Bodnar discuss the power of acquisitions as a growth strategy that can outpace run-of-the-mill methods. They share how even in the face of financial hardship, strategic acquisitions allowed their businesses to break through barriers that would have been almost impossible otherwise. They push back against the traditional strategies, showing that buying the right company at the right time can catapult your business to levels that organic growth often fails to reach. This episode will make you rethink how you approach scaling and growth, and explains the untapped opportunities that mergers and acquisitions can offer, regardless of your current business size or financial situation.

Chapters:

  • 00:00:00 - Dive into the Abundance Mindset: Scarcity vs. Opportunity
  • 00:01:00 - Meet the Masters: Tom Shipley and Matt Bodnar on Mergers and Acquisitions
  • 00:02:05 - M&A for Business Growth: Anyone Can Play This Game
  • 00:03:00 - The Atlanta Coast Brands Story: A $100M Transformation
  • 00:04:15 - Struggling and Thriving: Lessons from Financial Risk
  • 00:05:50 - Securing the Deal: Creative Funding in Acquisition
  • 00:11:50 - Small Acquisitions, Big Impact: Game-Changing Lessons
  • 00:15:00 - The Math Behind M&A: Unlocking Enterprise Value
  • 00:20:00 - Micro Acquisitions: Why You Don’t Need Millions to Get Started
  • 00:25:00 - Join the Elite: Invitation to the Exclusive CEO M&A Conference

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>Tom Shipley and Matt Bodnar discuss the power of acquisitions as a growth strategy that can outpace run-of-the-mill methods. They share how even in the face of financial hardship, strategic acquisitions allowed their businesses to break through barriers that would have been almost impossible otherwise. They push back against the traditional strategies, showing that buying the right company at the right time can catapult your business to levels that organic growth often fails to reach. This episode will make you rethink how you approach scaling and growth, and explains the untapped opportunities that mergers and acquisitions can offer, regardless of your current business size or financial situation.

Chapters:

  • 00:00:00 - Dive into the Abundance Mindset: Scarcity vs. Opportunity
  • 00:01:00 - Meet the Masters: Tom Shipley and Matt Bodnar on Mergers and Acquisitions
  • 00:02:05 - M&A for Business Growth: Anyone Can Play This Game
  • 00:03:00 - The Atlanta Coast Brands Story: A $100M Transformation
  • 00:04:15 - Struggling and Thriving: Lessons from Financial Risk
  • 00:05:50 - Securing the Deal: Creative Funding in Acquisition
  • 00:11:50 - Small Acquisitions, Big Impact: Game-Changing Lessons
  • 00:15:00 - The Math Behind M&A: Unlocking Enterprise Value
  • 00:20:00 - Micro Acquisitions: Why You Don’t Need Millions to Get Started
  • 00:25:00 - Join the Elite: Invitation to the Exclusive CEO M&A Conference

Links and Resources:


Thanks so much for joining us this week. Want to subscribe to Deal Playbook? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

]]>1a438ae2-c747-43dd-8dc8-29e9cb377059Wed, 04 Sep 2024 04:00:00 -070025:29falsefull11