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Mark & Katie Fleming - Building A Unique Equity Partner HoldCo For Acquisitions

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Manage episode 497533842 series 3569043
Content provided by Patrick Dichter and Clint Fiore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Dichter and Clint Fiore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.

Owner Actions: https://owneractions.com/
Owner Action on TikTok: https://www.tiktok.com/@owneractions
Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/
Eversite - show sponsor & digital marketing: Eversite.com/inspired
Clint Fiore & Dealonmy: https://www.dealonomy.com/
Patrick Dichter & Appletree: https://appletreebusiness.com/

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 497533842 series 3569043
Content provided by Patrick Dichter and Clint Fiore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Dichter and Clint Fiore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.

Owner Actions: https://owneractions.com/
Owner Action on TikTok: https://www.tiktok.com/@owneractions
Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/
Eversite - show sponsor & digital marketing: Eversite.com/inspired
Clint Fiore & Dealonmy: https://www.dealonomy.com/
Patrick Dichter & Appletree: https://appletreebusiness.com/

  continue reading

52 episodes

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