Expensive Advice with Adam Rundle

Whether you’re on the selling or buying side of an acquisition, the details in between can get a little too complex if you don’t have the right people giving you advice along the way. That is why there are many instances where transactions fall through. How do you avoid disputes arising before, during, and after an acquisition?

In this episode, we discuss the ten common mistakes business owners make in acquisitions and how to pre...

Being a good leader means adapting to disruptions and initiating changes that benefit the organization and its people in the long term. However, conjuring optimal transformations and actually applying them are two different beasts. One wrong move, or one change done too hastily, can lead to friction between you and your workers. How does a leader manage change without being on the receiving end of employee resistance?

In this epi...

EA031 – Planning for Parenthood and Beyond with Kaitlyn Carlson 

Kaitlyn Carlson, CFP®, CEPA®, AWMA, is the CEO and founder of Theory Planning Partners, a boutique wealth advising company that caters explicitly to top female entrepreneurs in the United States. Kaitlyn founded the business after observing the vast support for male multi-millionaires and billionaires, seeking to help close the gap for their female counterparts. Kaitl...

EA030 – Debt’s Impact on the Selling Process with the Advisory Team

When a company needs to scale, it will almost always incur debt. This adds a layer of risk when purchasing a company, as you also have to consider inheriting that debt. While debt itself won’t make the transaction volatile, owners and advisors should assess whether it would be to their advantage to proceed. What are the questions you have to ask about debt? Can y...

Sean Pastuch is the founder and CEO of the company Active Life, the self-described bridge between healthcare and fitness. Sean conceived Active Life out of the need to innovate the current medical model by incorporating an emotional approach to pain management. He earned a degree in Chiropractic Care from Northeast College of Health Sciences and has worked for various fitness organizations, including CrossFit. Sean is also a coach ...

EA028 – Creating Executable Plans for Your Business

When we are trying to achieve any goal, we need to go through a planning phase. Whether the goal is to add a new revenue stream, launch a new product or service, or develop a new marketing campaign, strategic planning is the key to success. But there is a difference between planning effectively and theoretically—and the former is significantly more impactful than the latter.

T...

Every business owner must have a firm grasp of their company’s earnings—be it monthly, quarterly, or annual. There are plenty of metrics you can use to determine your profits and losses, and among them is what we call Seller’s Discretionary Earnings or SDE. What is Seller’s Discretionary Earnings? How do you compute your company’s SDE, and how reliable is it as a measurement of earnings?

Matt and Jean-Luc join me today to break d...

Adrienne Richardson owns Powerplay Media, a digital marketing company specializing in Facebook and Instagram ad optimization for business growth. Due to her lead generation expertise, her clients have generated over $50 million in new revenue over the past eight years. Before becoming an entrepreneur, Adrienne served in the Air Force as a paramedic from 1995 to 2002. She later graduated magna cum laude from Rowan University with a ...

Buying or selling companies can be complicated, but it all boils down to two primary transactions: stock sale and asset sale. Both have their fair share of pros and cons, but when is it better to buy and sell one over the other? What risks should be considered from a buyer’s perspective? What would benefit the seller the most? What would make both parties mutually benefit from the transaction?

Matt and Jean-Luc from our Advisory ...

Patrick Campbell is an entrepreneur as well as the Founder of ProfitWell, a company that provides business intelligence solutions that boost retention and monetization automatically through subscription financial metrics. He has extensive experience in pricing strategy, analysis, and online marketing. Before starting ProfitWell, Patrick was an economist at Google and the US Intelligence community. He also led Gemvara’s Strategic In...

Megan Bowen is the Chief Operating Officer at Refine Labs, a demand accelerator for B2B SaaS companies. She describes herself as a problem solver, customer advocate, and operator with an extensive record of building and leading teams to success. As COO, her leadership style revolves around team empowerment and accountability while creating a culture of vulnerability, kindness, and empathy. Megan is also the co-host of the podcast, ...

Kyle Clements is the founder and CEO of Quipli, a SaaS company that offers software for the rental market. Their software allows independent rental companies to receive payments, manage inventory, and accept customer orders. Kyle holds a Master of Science degree in Commerce: Financial Services from the University of Virginia. Before founding Quipli, Kyle was the Senior Strategic Operations Manager at Uber.

Kyle joins me today to ...

Creating The Right Terms for Commission Structures

One of the most effective ways to expedite growth is having a commission structure for employees or agents. Commissions allow people to go the extra mile and get more leads or better contracts, ultimately letting the company earn higher profits. What should you consider when writing a commission structure? And when is it the right time to promote profit-sharing and equity over comm...

Missy Livingston is the Owner of Twisted Wares, an adult gifts maker that applies pun-intended phrases, jokes, and witty graphics on otherwise everyday, practical, and functional household items. They sell everything from towels and tote bags to car air fresheners, notepads, and coasters. Before starting Twisted Wares, Missing was a realtor who was on a path to success in the early 2000s until the recession of 2008. She learned abo...

Raising capital is a balancing act. On the one hand, you receive funding that can expedite growth. Conversely, you lose equity and risk losing your company if you don’t play your cards right. What should business owners understand about raising startup money? What are the investor expectations if they help you jumpstart a product or service? 

CleverProfit’s Matt Smith and Jean-Luc “JL” Johnstone share their take on raising capita...

James Langridge is a professional copywriter and marketer with a particular focus on digital marketing. He works with businesses, owners, and diverse teams looking to scale their businesses without funnels or expensive webinars. James also regularly consults with various business leaders and coaches to help them get their brands out there, gaining loyal customers beyond one-time purchases.

James joins me to describe how marketing...

Andrew Gazdecki is the CEO of MicroAcquire, a company that helps startups get acquired in as little as 30 days. The company has closed over $ 500 million worth of deals and aims to establish itself as the most founder-friendly acquisition marketplace for startup owners. Andrew has always been an entrepreneur, which started in his teen years when he started selling on eBay. His first official experience as an entrepreneur was when h...

Jean-Luc  Johnstone and Matt Smith are part of the CleverProfits’ team of advisors. Both are chartered accountants in South Africa. Jean has over seven years of advising experience focusing on mergers & acquisitions and corporate finance across South Africa, Ireland, and the UK. Matt was a junior lecturer at Rhodes University. Both completed a 3-year Audit course at Moore Cape Town. Their job at CleverProfits is to ensure we ma...

Inflation has become one of the most searched words on the internet in 2022, and it’s a sign that many things will get more expensive. More than just everyday necessities, business owners also have to factor in various added costs on existing projects, especially marketing and client acquisition. What should business owners prepare for during inflation, and what should be our mindset?

In this episode, I discuss how businesses can s...