The only podcast dedicated exclusively to Entrepreneurs and CEOs running Small to Medium Sized Businesses (SMB). Nobody knows what it’s like to be an Entrepreneur or CEO unless you’ve been one. Though many understand the rewards of company leadership, very few understand the arduous journey that’s required to get (and stay) there. I share my own lessons as an Entrepreneur and CEO, and interview experts spanning Sales, Leadership, Mental Health, M&A, and Operations (among others) all with a s ...
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The Entrepreneur’s Guide to Keeping Your Sh*t Together: With Dr. Sherry Walling
58:58
58:58
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58:58This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for S…
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The Art (and Science) of Building a High-Performance Sales Organization
1:30:58
1:30:58
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1:30:58This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by Boulay, the industry standard for Quality of Ear…
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A Super Primer on Evaluating and Acquiring a Software Company
1:17:29
1:17:29
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1:17:29This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Sear…
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Randy Street: Pioneer of the Topgrading Hiring Method & Co-Author of “Who: The A-Method for Hiring”
1:11:23
1:11:23
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1:11:23This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by Boulay, the industry standard for Quality of Earnin…
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Is the Search Fund Acquisition Rate Falling? With Jim Edmunds, Badge Stone & Kent Weaver
1:22:42
1:22:42
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1:22:42This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search …
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How to Avoid Common Stumbling Blocks in an M&A Process: With Raam Jani
1:28:44
1:28:44
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1:28:44This episode is brought to you byOberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you byBoulay, the industry standard for Quality of Earnings, t…
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How to Get Your Exit Proceeds (Mostly) Tax Free
1:11:11
1:11:11
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1:11:11This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Fun…
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Dr. Daniel Crosby: How our Psychology Impacts our Spending, Investing and Risk Taking Decisions
57:31
57:31
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57:31This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by Boulay, the industry standard for Quality of Earnings, ta…
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Long Term Holds: With Zac Carman, CEO of ConsumerAffairs for 14+ Years
59:30
59:30
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59:30This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds …
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This episode is brought to you by Oberle Risk Strategies:Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Archimedes said “Give me a lever long enough, and a place to stand, and I will move the earth.” Tho…
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"Like Changing Tires on a Moving Car": The Unseen Realities of Managing Rapid Growth
1:18:07
1:18:07
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1:18:07This episode is brought to you by Oberle Risk Strategies:Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Want to know what it's like to work with me as an investor? Check out our testimonials page here…
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Achieving the Entrepreneurial Dream Through Franchise Ownership
1:12:19
1:12:19
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1:12:19This episode is brought to you by Oberle Risk Strategies:Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Want to know what it's like to work with me as an investor? Check out our testimonials page here. *…
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An Investing Masterclass with Brent Beshore
1:14:54
1:14:54
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1:14:54This episode is brought to you by Oberle Risk Strategies:Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Want to know what it's like to work with me as an investor? Check out our testimonials page here. * Bac…
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This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting De…
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In Conversation with 3 Founders Who Sold Their Companies to Search Funds
1:28:25
1:28:25
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1:28:25This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search…
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How to Build a Business that will Attract a Private Equity Buyer
1:26:07
1:26:07
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1:26:07This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Depar…
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The Link Between Money, Meaning, and Happiness
53:58
53:58
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53:58This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Fu…
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The Entrepreneur and the Spousal Relationship: Part 2
1:04:41
1:04:41
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1:04:41This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Departme…
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Dr. Bill Hudenko: Professor of Psychology at the Dartmouth School of Medicine and a 4x Founder & CEO
1:12:08
1:12:08
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1:12:08This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds…
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From Combat to Classrooms: How Jim Vesterman Went from Special Forces to a 13.5x Return in 8 Years
1:26:20
1:26:20
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1:26:20This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department …
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17 Lessons on the Psychology of Being a Searcher and CEO
31:43
31:43
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31:43This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds an…
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You Don't Have an Engineering Problem, You Have a Product Management Problem
1:06:19
1:06:19
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1:06:19This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for…
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Evaluating The Most Common Forms of Debt Used to Finance Small Business Acquisitions
27:52
27:52
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27:52This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and O…
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From $7M to $50M via 14 Acquisitions: A Consolidation Success Story With Jay Davis & Jason Pananos
1:26:04
1:26:04
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1:26:04This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Sm…
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Why You May Be Ignoring Brokered Deals at Your Peril
1:06:32
1:06:32
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1:06:32This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Othe…
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Why You May Want to Reconsider Your Industry Roll-up Strategy
19:53
19:53
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19:53This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small…
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This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and …
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The Constellation Software Playbook for Acquiring and Growing Software Companies
1:17:56
1:17:56
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Evaluating Stock Options as Attraction, Retention, and Incentive Alignment Tools
22:55
22:55
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22:55This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Si…
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Can Ambition and Inner Peace Coexist? With Rob Dube
1:26:38
1:26:38
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1:26:38This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-…
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Answers to Recurring FAQs from Current and Prospective Searchers
44:57
44:57
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44:57This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized…
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Profit Before Anything Else: With Mike Michalowicz, Author of "Profit First"
1:19:11
1:19:11
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Royce Yudkoff & Rick Ruback: Educators, Mentors, and Leaders Within the SMB Community
1:02:18
1:02:18
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1:02:18This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Siz…
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Jeff Stevens & A.J. Wasserstein on The Future of Entrepreneurship Through Acquisition
1:32:44
1:32:44
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Michael Girdley on The Rise of Holding Companies
57:07
57:07
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57:07This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Busine…
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Questions You Should Be Prepared to Answer Before Buying (or Selling) a Small Business
29:05
29:05
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29:05This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses…
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What I'd Change if I Could Re-Do the First 90 Days of my Search: 3 Searcher Case Studies
1:00:32
1:00:32
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1:00:32This episode is brought to you by The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses * This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * In…
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Dr. Victoria Medvec on the Art and Science of High Stakes Negotiations
1:35:24
1:35:24
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1:35:24This episode is brought to you by Symphony. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping,…
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Peter Lehrman, Founder & CEO of Axial, The Largest Online Marketplace to Buy & Sell SMBs
1:24:16
1:24:16
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1:24:16This episode is brought to you by Oberle Risk Strategies, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by August Felker (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for …
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Conscious Leadership with Executive Coach and Best-Selling Author Kaley Klemp
57:49
57:49
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57:49This episode is brought to you by Symphony. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, U…
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Building a $5.5B Mid-Market Private Equity Firm: Brent Belzberg, Founder of Torquest Partners
1:16:24
1:16:24
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1:16:24This episode is brought to you by Oberle Risk Strategies, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by August Felker (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over…
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This episode is brought to you by Symphony. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, UI …
…
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This episode is brought to you by Oberle Risk Strategies, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by August Felker (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decad…
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This episode is brought to you by Symphony. On September 8th, 2023, Symphony will be live-streaming a webinar on searchfunder.com all about the technical due diligence process when acquiring a software company. Use this link to sign up: https://www.searchfunder.com/event/view/1200. Symphony not only performs technical due dili…
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"A Guide to the Good Life": What Entrepreneurs Can Learn From Stoic Philosophy
1:19:49
1:19:49
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1:19:49This episode is brought to you by Oberle Risk Strategies, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by August Felker (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decade no…
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Venture Capital “Orphans”: Exploring an Emerging Search Fund Investment Thesis
17:00
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17:00This episode is brought to you by Symphony. On September 8th, 2023, Symphony will be live-streaming a webinar on searchfunder.com all about the technical due diligence process when acquiring a software company. Use this link to sign up: https://www.searchfunder.com/event/view/1200. Symphony not only performs technical due diligenc…
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When Search Funds Don’t Go As Planned (Part 2): With Jim Sharpe
1:02:56
1:02:56
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1:02:56This episode is brought to you by Symphony. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, UI refres…
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Lessons Learned From 400+ Post-Exit Entrepreneurs: John Warrillow, Host of Built to Sell Radio
53:43
53:43
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53:43This episode is brought to you by Oberle Risk Strategies, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by August Felker (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decade now. Their…
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When Search Funds Don't Go As Planned (Part 1): 3 Searcher Case Studies
1:54:02
1:54:02
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1:54:02This episode is brought to you by Oberle Risk Strategies, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by August Felker (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decade now. Their du…
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This episode is brought to you by Symphony. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, UI refreshes, Q…
…
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