Podcasts

How can you transition a business successfully from a retiring entrepreneur to the next generation? This episode dives into the human element of mergers and acquisitions, revealing strategies to make these transitions smooth and profitable. Brian Shields, co-founder of Handoff Partners, shares his journey of combining financial expertise with operational insights to help retiring entrepreneurs pass their businesses to the next generation. In this episode, you’ll discover… The significance of understanding industry knowledge for successful business takeovers. How Handoff Partners is revolutionizing the way retiring entrepreneurs transition their businesses. Unique strategies for investing in people with industry-specific experience. New developments in M&A transactions for small to medium-sized deals. The crucial role mental health plays in leadership and preventing burnout. Mentioned in this episode: https://www.linkedin.com/in/brianleeshields/ https://www.brianleeshields.com/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. Welcome to M&A Masters, where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today, I’m joined by Brian Lee Shields. Brian is a business development and acquisition expert specializing in advising entrepreneurs on how to create sustainable, profitable enterprises that thrive across generations. Oh, and while avoiding burnout. Brian, welcome to the show today. Brian Shields: Patrick, thanks so much for having me on. I’m really excited to be here. Patrick: Brian, before we get into your organization, Handoff Partners, let’s start with you. What brought you to this point in your career? Brian: Yeah, a lot of providence and some level of intention in there. So I’m originally from Houston, Texas. You cannot hear it in my accent. I went to college in Atlanta, Georgia, at Morehouse. And while

Unlock the secrets of sustainable growth and discover the power of a founder’s mindset in transforming consumer brands, as revealed by industry veteran Mark Tarchetti. In this episode, Mark Tarchetti, founder of Alchemy-Rx and author of “Pick a Lane: Growth Strategy in a Fast-Changing World,” shares his insights on reimagining businesses and implementing practical growth strategies. You’ll discover… Why relying solely on acquisitions may not be the solution for sustainable growth in consumer products How applying a founder’s mindset can drive growth and innovation The importance of having a clear, actionable plan and operational disciplines for continuous growth What sets Alchemy-Rx apart in helping ambitious teams, from up-and-coming to household-name brands, achieve success How rep and warranty insurance has become a game-changer in providing confidence to buyers in transactions Mentioned in this episode: https://www.alchemy-rx.com https://www.amazon.com/Pick-Lane-Growth-strategy-fast-changing/dp/1735388017 Transcript Patrick: Hello there. I’m Patrick Stroth, trusted authority in transactional liability and national practice leader for the Liberty Company Insurance Brokers. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today, I’m joined by Mark Tarchetti, founder of Alchemy-Rx. Alchemy-Rx specializes in helping consumer brands achieve ambitious yet sustainable growth. Mark is also the author of Pick a Lane, Growth Strategy in a Fast-Changing World. And Mark, it’s great to have you here, because we’re going to look at another element of M&A. So welcome to the podcast today. Mark Tarchetti: Thanks for having me on. I really appreciate it, Patrick. Patrick: Mark, we get to Alchemy-Rx and growth with consumer brands and strategies and so forth, let’s set the table with you. What brought you to this point in your career? Mark: So I came from pretty humble beginnings, to

Imagine a world where you could buy and sell businesses with just a few clicks, all while having the peace of mind that your transaction is protected. Sounds too good to be true? Not anymore, thanks to Flippa’s innovative platform and their new game-changing capability. In this episode, Blake Hutchison, CEO of Flippa discusses how Flippa is revolutionizing the way individuals buy and sell online businesses by offering a seamless, all-in-one platform with an exclusive new feature that mitigates risk for deal parties. In this episode, you’ll discover… How Flippa’s platform streamlines the process of buying and selling online businesses The groundbreaking new capability that sets Flippa apart from the competition Why even small deals can benefit from the protection of insurance The exciting new categories and features coming soon to Flippa’s platform How Flippa’s innovative approach is making mergers and acquisitions more accessible than ever Mentioned in this episode: blake@flippa.com https://flippa.com/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here, that’s a clean exit for owners, founders, and their investors. Today, I’m joined by Blake Hutchison, CEO of Flippa. Flippa is the number one platform dedicated exclusively to helping individuals buy and sell online businesses. Flippa provides the only all-in-one platform for buyers and sellers looking to execute their transactions, and that’s from original listing to closing the deal. Blake was kind enough to join us today here at M&A Masters to share with us news of Flippa’s new, one-of-a-kind capability that removes a substantial amount of risk for the deal parties that use the platform. Blake, great to have

Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters. Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is renowned for its multi-strategy investment firm ethos based on conscious capitalism. Sunny, the best-selling author of Selling Without Selling Out, shares invaluable insights drawn from his extensive experience in tech entrepreneurship and investment. In this episode, you’ll discover: Sunny’s journey from tech entrepreneur to championing conscious capitalism. How conscious capitalism drives long-term success and impacts all stakeholders. The vital role of culture and values in driving business decisions. Insights into Sunny’s best-selling book and his philosophy on ethical business practices. Strategies for achieving a clean and strategic exit for founders and investors. Mentioned in this episode: https://www.linkedin.com/in/sunnyv https://www.satoricapital.com/ Sunny’s book on Amazon Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today I’m joined by Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is a multi-strategy investment firm founded on the principles of conscious capitalism. Sunny is also the best-selling author of Selling Without Selling Out. Sunny, it’s great to have you here today. Welcome to the podcast. Sunny Vanderbeck: Thanks so much happy to be here. Patrick: Now, before we get into Satori Capital

98% of the time, outdated financial records turn off potential buyers… How can you ensure your business stands out in a competitive market? In this episode, Michael Frew, entrepreneur and expert in business acquisitions, shares invaluable tips on structuring deals, organizing finances, and navigating the dynamic world of mergers and acquisitions. In this episode, you’ll discover… The critical factor that signals to buyers that a seller means business. Why the M&A market is more competitive than ever and what buyers are really looking for. The benefits of creative deal structuring and how it can meet both buyers’ and sellers’ needs. How insurance products can mitigate risks in smaller M&A transactions. Michael Frew’s ideal acquisition targets and the latest trends in the online business space. Mentioned in this episode: https://www.linkedin.com/in/michaelfrew/ https://twitter.com/point_of_frew https://www.michaelfrew.com Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today I’m joined by Michael Frew. Following a 20-plus-year career in technology, Michael turned to acquisition entrepreneurship, acquiring software and SaaS companies through a variety of online brokers such as Empire Flippers, FE International, and Quiet Light Brokerages. He now manages a portfolio of cloud-based software companies. I asked Michael to join me today to share his insights on the new front and M&A, digital business acquisitions. And, Michael, it’s great to have you here. Thanks for joining me today. Michael Frew: Great to be here. That’s a great intro and description. I’m impressed by my own self a little bit there. Patrick: What I

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares insights into the unique challenges and rewards of working with owner-operators to achieve successful exits and the evolving landscape of M&A. He’ll cover: Why Britehorn Partners is agnostic in terms of industries they serve, focusing on the “who” not the “what” The challenges and rewards of working with owners and founders of family-owned companies Insights into how demographic shifts, especially among baby boomer business owners, are likely to influence M&A activities in the coming years And more Mentioned in this episode: https://www.linkedin.com/in/brettstory/ https://www.britehorn.com Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today I’m joined by Brett Story, founder of Britehorn Partners. Founded in 2013, Britehorn is a leading middle market investment bank led by an experienced team of dedicated professionals. With its main offices in Denver, Colorado, and Delray Beach, Florida, Britehorn Partners conducts transactions across the United States. And Brett with all the action going on, it’s great to have you here. Thanks for joining me today. Brett Story: I’m really excited to be here. Thanks for inviting me and looking forward to the discussion. Patrick: Now, Brett, before we get into Britehorn Partners, okay, let’s start with