Google Doc for Q&A w/ Seller
When dealing with sellers, create a Google Doc with a Q&A (your questions & their answers). I use
HR in 4 parts
HR consists of 4 parts: Administration, Recruiting, Training, Retention. From left to right, tactical/reactive to strategic/proactive. Sadly, most
US Federal Deficit in 2024
The market has priced in several rate cuts in 2024, but in reality the $1T+ federal deficit may force the
UpWork for CIM-building
If you're a business broker and make a living selling companies, how come your sales prospectus for target
Get in upfront
Major recaps aside - it’s just about impossible to buy into an SMB. Every now and then I’ll
Apprentices at Service Star
Just wrapped up an inspiring session with our new apprentices at Service Star Brands! I met 10 incredible gentlemen selected
Acquiring Minds (June 2023)
I met Will Smith, who later became my business partner at Minds Capital, when I joined him on his podcast,
Kids blow up deals
Kids can blow up deals. I’ve been at the altar before, only to experience that the kid won’t
Training = Vertical integration
Training is actually vertical integration. One often hears about how companies use M&A to vertically integrate as a
Move on w/o DD
If a deal doesn’t feel right, more due diligence will typically not make it feel better. Move on.
People vs. Profitability
It took me a while to understand the link between people and profitability. I routinely ask our management team how
Commercial Real Estate Crisis
If you’ve heard about the looming commercial real estate (hashtag#CRE) crisis, tonight 60 Minutes had a segment on
Bank of Dave
I stayed up (too late) watching "Bank of Dave" on Netflix last night. A real feel-good movie! I
Freak in the Sheets
Monday morning gift on my desk 🎁 😆 ☕️
To the porn stars in my network
To the porn stars in my network: I recently met a tax strategist for adult movie actors. I'm
