M&A Masters

Most business owners think accounting is just a necessary evil—until it costs them millions.
What hidden traps are killing the value of your business before you even go to market?

In this episode, Jason Kruger, Partner at Citrin Cooperman’s Business Process Outsourcing Practice, exposes how overlooked accounting gaps can sabotage your exit—and how precision financials can supercharge your company’s valuation.

You’ll disco...

Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What’s the secret to engineering a “clean exit” that safeguards both your wealth and your legacy?

In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on...

Unlocking the secrets of successful online business acquisitions…

How does one navigate the intricate world of mergers and acquisitions, especially in the ever-evolving tech industry?

In this episode, Andrew Gazdecki, founder of acquire.com, shares insights on building and operating the leading online platform for buying and selling online businesses.

Andrew reveals:

• The compelling story behind acquire.com's unique dom...

You might think snow is bad for a car wash business...

But what if it turns out to be their best friend?

In this episode, Harry Caruso, founder and CEO of Car Wash Advisory, unravels the intriguing dynamics of the car wash industry and how it stands as an attractive investment sector in the world of mergers and acquisitions.

In this episode, you’ll discover…

• The surprising impact of snow on the car wash economy.
• Why...

The collision industry is undergoing a major transformation…

But what factors influence a successful merger or acquisition in this niche market?

In this episode, David Roberts, founder and CEO of Focus Advisors, shares his journey from founding a leading collision center network to becoming a key player in the M&A advisory scene, guiding body shop owners through strategic exits.

You’ll discover:

• The surprising parallel...

In the world of business, accounting is often seen as a painful necessity. But what if it could be a strategic advantage instead of a chore?

In this episode, Matt Tait, Founder and CEO of Decimal, discusses how his company revolutionizes accounting services for small businesses and why he believes aligning business incentives is key to success.

You’ll discover:

• How Decimal fosters a people-first company culture in a remot...

Navigating the complex world of mergers and acquisitions can be daunting, especially for lower middle market founder-owned companies. But what if there was a more straightforward path to a clean exit?

In this episode, Rob Margeton, co-founder of Ryco Advisors, an Atlanta-based independent advisory firm, explores the vast opportunities within the lower middle market and reveals how Ryco Advisors guides business owners throug...

98% of business owners aren't prepared for the emotional toll of selling their companies...

Could you be one of them?

In this episode, JB Brown, founder of White Buffalo Advisors, reveals the secrets behind successful business exits and the often-overlooked emotional impact that follows.

You'll discover:

• The gripping story behind the name "White Buffalo Advisors."
• Why 75% of business owners regret selling their ...

Ever wonder how authentic connections and Midwest values could transform mergers and acquisitions? Dive into a compelling blend of business acumen and heartfelt legacy preservation with our latest episode.

In this episode, Jonathan Babcock, Senior Associate at Compass Group Equity Partners, joins Patrick Stroth to uncover the intricate world of lower middle market investments and the human-centric approach that defines ...

The world of M&A can seem elusive, but today’s guest lifts the curtain to reveal how lower middle market firms can achieve global reach and expertise.

In this episode, Nick Olsen, Managing Director of Cornerstone International Alliance, delves into the power of collaboration within the M&A network, highlighting how firms thrive by joining forces.

You’ll discover:

• The unique model that sets Cornerstone Inte...

From Brazil to the U.S.: Navigating the Cross-Border Investment Landscape

In this episode, Stephan de Sabrit, the Managing Partner of Leste Group, delves into the intricacies of expanding a Latin American investment firm into the North American market.

You’ll discover:

• How the name “Leste” encapsulates their vision of new beginnings and ideas.
• The strategic reasons behind Leste Group’s focus on the lower middle market.
• Uniq...

In the chaotic world of marketing mergers and acquisitions, how do you ensure a "clean exit"?

In this episode, Jonathan Baker, practice lead for mergers and acquisitions at Punctuation, dives into the critical intricacies of M&A in the marketing services sector. He shares the emotionally charged journey of selling a business and uncovers strategies that transcend mere financial gain, focusing instead on the value-driven...

What happens when you blend the financial expertise of big firms with the agility and personal touch of a nimble boutique? Discover how one company is revolutionizing the M&A landscape for middle-market companies.

In this episode, Nicholas Spezio, Director of Transaction Services at the Exbo Group, dives into the world of mergers and acquisitions, discussing the unique needs and challenges faced by growth-stage comp...

Ever wondered how the niche market of self-storage investments works and how it can become a powerful asset in your real estate portfolio? Discover the unexpected allure of self-storage and the success secrets behind this burgeoning industry.

In this episode, Matthew Horne, Co-Founder and CEO of Storage Point Capital, dives deep into the intriguing world of self-storage investments and acquisitions, uncovering why this seem...

Struggling with investment strategies in today's tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods.

In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook.

You’ll discover…

• The hidden opportunities in tough market...

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 n...

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...

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 sea...

What does it take to successfully sell a business and achieve a fulfilling outcome for all parties involved? Learn the secrets from an M&A expert who has helped countless business owners navigate the complex world of mergers and acquisitions.

In this episode we speak with Scott Bushkie, founder of Cornerstone Business Services, an investment banking firm. We dive into the strategies and approaches that have made Sco...