Shows
Dealmakers PodcastDealmakers Ep 14 feat Todd SteinbergAccounting Practice Sales is a discipline of it's own in small business acquisitions. Our own, Sara Sharp herself specializes in Accounting Firm Acquisitions. In this episode, Daniel and Sara talk to a Business Broker who's been working with CPAs and Accounting Firm owners nearly his entire life... literally since he was 16 years old.Todd Steinberg, owner of Thrive Group, has consulted countless accountants on the growth or sale of their firms. He shares with us how to value an accounting firm, how to position yourself as an ideal buyer, and how to...2024-06-0441 minDealmakers PodcastDealmakers Ep 13 feat Zack Toyota - Acquirer and CEO of SelfDisrptAcquiring SaaS (software as a service) Companies!Sara and Daniel interview Dealmaker, Acquirer and CEO of SelfDisrpt, Zack Toyota!This isn't some idealistic success story, and Zack isn't some ivy league dealmaker. He's scrappy, ambitious, and does what needs to be done to succeed. Still in the trenches, building his startup, Zack shares what it takes to acquire SaaS companies, how to build and lead teams, and leveraging LinkedIn! Zack is a real LinkedIn OG.Zack Toyotahttps://www.linkedin.com/in/zackary-r-toyota/https://www.selfdisrpt.com/H...2024-05-2942 minDealmakers PodcastAcquisitive (Dealmakers) BREAKING NEWS: FTC Bans Non-CompetesBreaking News: FTC Votes to Ban Noncompete Agreements Tuesday, April 23 2024, the Federal Trade Commission took a historic step toward changing the business landscape in the United States. Sara and I break down what's happening and what it could mean for small business acquisitions. Sara Sharp - Deal Attorney / sara-sharp-9a2a98b dealacademy.orgskandslegal.comDaniel Talbott - Advisory Accountant & Business Broker / danielt6 profitandgrow.comgetexitready.com2024-05-2232 minDealmakers PodcastAcquisitive (Dealmakers) Ep 12: $0 Down is EXPENSIVEHow to buy a business for $0 down! ... wait, is that even real?Sara and Daniel are discussing the popular acquisition influencer topic, $0 out of pocket, 0% down, and everything in between.Sara Sharp - Deal Attorney LinkedIn / sara-sharp-9a2a98b dealacademy.orgskandslegal.comDaniel Talbott - Advisory Accountant & Business Broker LinkedIn / danielt6 profitandgrow.comacquisitionexperts.com2024-05-2230 minDealmakers PodcastAcquisitive (Dealmakers) Ep 11: Time to become an Entrepreneur... through acquisitionSara and Daniel catch up and discuss the acquisition timeline! Want to skip the banter, jump to 12:00 to get into acquisition timelines.Sara Sharp - Deal Attorney LinkedIn/ sara-sharp-9a2a98b dealacademy.orgskandslegal.comDaniel Talbott - Advisory Accountant & Business Broker LinkedIn / danielt6 profitandgrow.comacquisitionexperts.com2024-05-2256 minDealmakers PodcastAcquisitive (Dealmakers) Ep 10 feat Dan P.: Selling Half a Firm?Dan sold part of his accounting firm... and oh man did he learn some hard lessons. Take a listen and learn from his challenges. We're looking forward to future conversations with Dan and announcing some awesome projects he's workin on in the future!Sara Sharp - Deal Attorney Linkedin/ sara-sharp-9a2a98b dealacademy.orgskandslegal.comDaniel Talbott - Advisory Accountant & Business BrokerLinkedIn/ danielt6 businessbuyersclub.comgetexitready.com2024-05-2229 minDealmakers PodcastAcquisitive (Dealmakers) Ep 9: Working CapitalSara and Daniel are breaking down what Working Capital is and why it's so important to understand your working capital needs in an acquisition. Sara Sharp - Deal Attorney LinkedIn/ sara-sharp-9a2a98b dealacademy.orgskandslegal.comDaniel Talbott - Advisory Accountant & Business Broker LinkedIn / danielt6 businessbuyersclub.comprofitandgrow.com2024-05-2220 minDealmakers PodcastAcquisitive (Dealmakers) Ep 8 feat. Brian Amann: The Thing about Buying CPA FirmsCPA and Accounting Firms are HOT right now. With firm owners retiring, new emerging technology, lower numbers of accounting students in the US and growing off-shore teams, the accounting industry is in a major state of change. An accounting firm operations expert like Brian Amann could be the difference between buying and building a successful modern firm or failure.Brian Amann LinkedIn / bamann https://www.cpaedge.com/2024-05-2233 minDealmakers PodcastAcquisitive (Dealmakers) Ep 7 feat. Ross McDaniel: Bad Reputation NOT a Red Flag!In this episode, Sara and Daniel talk to Ross McDaniel, founder of Fencepost, a digital marketing agency for home service businesses, and owner of Trellis Coffee Bar in Augusta GA. Ross drops a ton of tips and tricks for analyzing a company's marketing strategy, reputation, and how to start marketing from scratch after closing on your new business!For all things home service digital marketing and coffee in Augusta:Ross McDanielFencepost.coross@fencepost.co Linkedin/ lrmcdaniel 2024-05-2229 minDealmakers PodcastAcquisitive (Dealmakers) Ep 6 feat. Donna Lewis: Preferred Lenders are the only LendersWe know time kills deals, but do you know how much longer it takes to work with a non-preferred lender vs a SBA Preferred Lender? Donna Lewis, SBA lender and unofficial funding coach shares exactly what could happen. Don't accidentally add months to your loan processing, work with a qualified Preferred SBA lender like United Community Bank, and a loan originator who's no stranger to doing deals and a little coaching along the way. Donna Lewisdonna_lewis@ucbi.com Linkedin/ donnajlewis1 ucbi.com2024-05-2228 minDealmakers PodcastAcquisitive (Dealmakers) Ep 5 feat. Nathan Platter: Doing Deals isn't for the Faint of HeartDealmaker, Nathan Platter shares the ups and downs of vetting 62 deals to find the perfect fitness studio... that may not be so perfect. Take this journey with us as Nathan talks us through his acquisition and life as an ETA (entrepreneur through acquisition) over the last 5 months.Check out Nathan's podcast: "Business Buyer Diaries: the Reality Before, During, and After"https://businessbuyerdiaries.buzzspro...2024-05-2240 minDealmakers PodcastAcquisitive (Dealmakers) Ep 4 feat. Tom Codevilla, Esq: Mind the CultureNegotiations are very different around the world. If you're unaware of your counterpart's background and cultural norms, you could end up with bad deal terms... or worse... a failed acquisition. This week we talked to Tom Codevilla, Sara's partner at SK&S Law Group, and got the low down on a tough deal. Tom Codevilla, EsqCodevilla@skandslegal.com / thomas-codevilla-11524557 skandslegal.com2024-05-2230 minDealmakers PodcastAcquisitive (Dealmakers) Ep 3 feat. Brian Zapf CPA: Do Your Due DiligenceThis week, we have special guest, Brian Zapf, CPA, founder and fractional CFO at Flight Financial and former investment banking due diligence expert. Join us to hear about the massive impact a professional Quality of Earnings report (QoE) can have on a deal.For a FREE business/deal financial assessment:Brian Zapf, CPABrian@flight.financial Linkedin / bdzapf Flight.Financial2024-05-2232 minDealmakers PodcastAcquisitive (Dealmakers) Ep 2 feat. Shannon Hay: TIME KILLS DEALSIn this episode, Sara and Daniel talk to expert SBA lender and Accounting Firm Acquisition funding specialist, Shannon Hay. Shannon shares why deals don't make it to closing and what you should do to ensure the smoothest accounting firm acquisition!For all things Accounting/CPA Acquisition Funding:Shannon HayUnited Midwest Savings Bank614-648-9199 shannon.hay22@yahoo.comlinkedin.com/in/shannon-hay-1b6bb882024-05-2227 minDealmakers PodcastAcquisitive (Dealmakers) Ep 0: IntroductionsAll about Deal Attorney Sara Sharp, former Tax Accountant and Business Broker Daniel Talbott, and the Acquisitive Podcast!2024-05-2221 minDealmakers PodcastAcquisitive (Dealmakers) Ep 1: Daniel's Failed CPA Firm AcquisitionDaniel's failed acquisition of a $1m Accounting FirmLessons learned and Red Flags to watch out for in the future2024-05-2228 min