Podcasts

How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal and meets clients wherever they are in the M&A journey. He’ll also cover M&A in the professional services and marketing sector, his ideal client profile, and more. Mentioned in this episode: https://tobinleff.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 David Tobin of TobinLeff, based in Pittsburgh. TobinLeff is an M&A Advisory and Exit Planning consulting firm that helps business owners maximize and monetize their life’s work, which puts us David, in direct alignment. So welcome to the podcast today. David Tobin:  Patrick, thank you for having me. Patrick:  Now, before we get into TobinLeff, what you guys are bringing, because you do address a real niche here. Let’s start with you. What brought you to this point in your career? David:  I appreciate you sharing that, like many of your listeners and you, we’ve had our journeys. I grew up in an advertising family. I started founded marketing agencies. One of the more niche our specialty, which you will appreciate was prospecting for financial advisors and insurance professionals who wanted to be in front of business owners on a favorable basis. My crew, I, we came up with the

In the case of an unexpected death or disability, a business can face hardship and significant economic consequences… But in this episode, we’re covering two essential products that can mitigate this risk: key person life insurance and excess disability insurance. Here to speak with me is Lynne Rosenberg, President of Innovative Solutions, which provides broad market access to leading carriers of annuities, life, disability, and long term care insurance. She’ll cover what businesses need to know about these products and how they can protect your employees, clients, and business. Mentioned in this episode: pstroth@rubiconins.com https://rubiconins.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 my colleague, Lynne Rosenberg, president of Innovative Solutions. Innovative Solutions provides broad market access to leading carriers of annuities, life, disability, and long-term care insurance. As with Rubicon, Innovative Solutions is also a proud member of the Liberty Company Insurance Broker Network. I asked Lynne to join me today to talk about a couple of areas that we haven’t talked about in the past, and that’s key person life insurance, as well as something that’s new out there for emphasis that we want to spend some time on. And that is excess disability insurance. So Lynne, welcome to the show. I appreciate you joining me today. Lynne Rosenberg: Thank you, Patrick. It’s a pleasure. I look forward to talking with you and all of your clients. Patrick: Well, Lynne, before we get into talk about these topics.

How can quality of earnings reports impact lower middle market transactions? Patrick McMillan, CFO and Transaction Advisor at Amplēo, is here to share how sellers and buyers can leverage this tool for smoother transactions. Patrick will cover: What is a quality of earnings report? Why is it different from an audit? How to tell a story with numbers M&A trends for this year And more Mentioned in this episode: https://ampleo.com/ https://ampleo.com/insights/guide/sample-quality-of-earnings-report/ https://www.linkedin.com/in/patrickmcmillan/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority and 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 Patrick McMillan, Transaction Advisor at Ampleo. Since 1996, Ampleo has provided a part time CFO and outsource comptroller services to small and mid sized businesses. I asked Patrick to join me today to talk about quality of earnings or Q of E reports, and how they can have a significant impact both for the better and for the worse on lower middle market transactions. Patrick, thanks for being here today. Welcome to the podcast. Patrick: Hey, thanks for having me, Patrick. Patrick Stroth: Yeah, it makes it really easy with the two of us here. Now, before we get into all things QofE, let’s start with you. What brought you to this point in your career? Patrick: Yeah, great question. Thanks for asking. I actually started my career while I was in college and accounting. I did not study accounting in college. But just loved numbers. Knew I wanted to do something with them. So I joined a bank

What does it take to successfully purchase businesses & grow them for the long term? Malcolm Peace is the founder of Tsetserra Growth Partners, a firm that specializes in buying family-owned small businesses with established Texas legacies. In this episode, he’ll share his M&A wisdom. He’ll cover: His firm’s buy-and-hold strategy Working with B2B businesses in blue-collar industries Reps & warranties M&A predictions for this year And more Mentioned in this episode: https://tsetserra.com/ https://www.facebook.com/photo/?fbid=10157228155650271&set=a.10152562644625271 https://www.linkedin.com/in/malcolmpeace/ 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 Malcolm Peace, founder of Tsetserra Growth Partners. Tsetserra Growth Partners specializes in buying family owned small businesses with established Texas legacies. Unlike other acquirers who buy businesses with a short term relationship in mind, Tsetserra positions itself to purchase businesses to operate and grow for them for the long term. So it’s a definite buy and hold strategy there for you, Malcolm. Welcome to the program. Thanks for joining me today. Malcolm Peace: Oh, I appreciate that. I liked the note about a clean exit for owners. I think that we embody that. We would say it slightly differently. We want to work, you know, collaboratively with everybody involved and make sure it’s the best possible outcome for everybody. But I like that. That’s succinct, and to the point. A clean exit. I like that for everybody. Patrick: Well, I appreciate that. I think that’s the goal as you go through this, it tends to get

Helping small business owners realize their life’s work is one of the great joys of M&A… But what does it take to have generational impact on owners and founders? Jeff May is the executive vice president of Carolina Acquisitions Partners, which was formed to fulfill a need in the underserved market segment of business owners without succession strategies. Jeff is here to share why planning an exit strategy is critical. As Jeff says, “Is your business ready for you to not come back tomorrow?” We’ll also cover what Jeff looks for in a client, reps & warranties insurance, and more. Mentioned in this episode: https://www.cap.investments https://www.linkedin.com/in/jeff-may/ 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 Jeff May, Executive Vice President of Carolina Acquisition Partners. Based in High Point, North Carolina, Carolina Acquisition Partners was formed to fulfill a need in an underserved market segment of business owners without succession strategies. And Jeff, you and I met, and I met a couple of your team, probably late 2022 in San Diego. It was a real pleasure to meet you, today, welcome to the podcast. Jeff May: Thank you, Patrick. It’s great to be here. Patrick: Now, Jeff, before we get into Carolina Acquisition Partners, let’s just start with you. What brought you to this point in your career? Jeff: Yeah, well, it’s been a while Patrick. But when I graduated college, I got into public accounting. And I lived in Florida.

If you’re selling, you want to be where your buyers are. But what does it take to thrive in a massive tech industry marketplace? In this episode, entrepreneur, author, and franchise owner Nate Lind gives an inside look at WebsiteClosers.com, which provides sell-side advisory and transactional services for tech companies in the lower middle market. Nate will also share insights from his book Maximum Exit, which guides tech founders through the process of a clean exit. Mentioned in this episode: https://www.linkedin.com/in/natelind/ https://www.websiteclosers.com https://natelind.com/gift/ 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 Nate Lind, entrepreneur, author and franchise owner of WebsiteClosers.com. Nate provides essential sell-side advisory and transactional services for sellers of E Comm, SaaS, tech, and internet companies in the lower middle market. And you’re a recent publisher of the book, Maximum Exit. So Nate is great to have you here. Welcome to the show. Nate Lind: Thank you very much for having me, Patrick, how are you? Patrick: I’m doing really well. And I’m excited because one of the things that we want to talk about here with M&A are the huge volume of these lower middle market activity opportunities, particularly in the tech space. And it’s not infinite, but it’s pretty large. And you’ve developed a real great practice. Before we get into Website Closers and Maximum Exit, let’s talk about you. How did you get to this point in your career? Nate: Yeah, I, I was

What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share his wisdom on all things M&A, from reps & warranties to his firm’s ideal clients. Mentioned in this episode: https://jdmerit.com/ https://www.linkedin.com/in/josephdurnford/ 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 to the leading experts of 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 Joseph Durnford, Chairman and Senior Managing Director of the award-winning investment banking firm, JD Merit. With seven offices throughout the US JD Merit is comprised of forward-thinking bankers who get deals done, real simple. Their motto, your future, our focus. And also it’s great pleasure to have JD here to us today, because he was just recently inducted into the M&A Advisor’s Hall of Fame. So JD, welcome. Congratulations to that. Thank you for being here today. Joseph Durnford: Well, thank you, Patrick. And thank you to the audience for tuning in today. It’s a real pleasure to be here. Patrick: Now before we get into your firm, and the practice and so forth, let’s start with you. What brought you to this point in your career? Joseph: Well, you know, when I was nine years old, my brother and I were asked what we wanted to be when we grew up, and my brother quickly said he wanted to