M&A Launchpad

Casey Minshew and Feras Moussa
  • 5.0(11개의 평가)
  • 기업 운영
  • 매주 업데이트

Gain insights on acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, The M&A Launchpad Podcast equips you with the knowledge and guidance to navigate the world of mergers and acquisitions. Watch on YouTube: https://www.youtube.com/@MALaunchpad Apply to be a guest: https://forms.gle/pqNb8xrzyFzVYxzq6 Join The M&A Launchpad Conference- https://www.malaunchpad.com/

  1. 2일 전

    Building Exit-Ready Businesses with Jason Kruger

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Jason Kruger, President at Signature Analytics (a Citrin Cooperman Company). Jason shares his journey from Deloitte to entrepreneurship, scaling Signature Analytics, and ultimately navigating its acquisition.  This conversation digs into the fundamentals of building a business with the end in mind—why intentional growth, strong documentation, and client diversification are critical to maximizing valuation. Jason also unpacks how AI is transforming accounting and decision-making, and what entrepreneurs should do today to position their companies for a smoother, more profitable exit.  Whether you’re buying, selling, or still scaling, Jason’s insights will give you a clear roadmap for creating enterprise value that lasts.    Key Takeaways  Intentional Growth – Plan for your exit early and build a company that operates independently of the founder.  Systems & Documentation – Formal processes add tangible value and buyer confidence.  Diversification – Avoid client concentration risk to stabilize revenue and valuation.  AI in Accounting – Emerging tools are streamlining reporting and empowering real-time decisions.    Connect with Jason Kruger  LinkedIn: https://www.linkedin.com/in/jason-kruger/  Email: JKruger@citroencooperman.com    Don’t Miss the M&A Launchpad Conference  Join us in Chicago on October 25, 2025 for the flagship M&A Launchpad Conference—a one-day experience bringing together searchers, independent sponsors, capital partners, and M&A advisors. Networking, panels, and deal flow, all under one roof.  Register now at: https://www.malaunchpad.com  Use code LAUNCH for $150 off your ticket.    Additional Resources  Access our full archive of podcast and video interviews: https://www.malaunchpad.com/podcast  Connect with the hosts at Equity Launchpad: info@equitylaunchpad.com  Learn more about M&A opportunities: https://www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    38분

  2. 8월 28일

    Why 80% of Businesses Fail to Sell | Exit Planning Tips with Adam Koos

    In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Adam Koos, founder of Elevate and Exit and Libertas Wealth Management. With a unique background in both psychology and finance, Adam helps business owners prepare for the biggest decision of their lives—selling their company.  From the emotional side of letting go of a business to the hard numbers that make or break a deal, Adam shares why most owners wait too long to plan an exit—and how that mistake leaves millions on the table. He dives into consultative selling, minimizing key-person risk, and how to structure businesses for a smoother, more profitable transition.  If you’re buying, selling, or just starting to think about succession planning, this conversation will give you practical takeaways and a new lens for approaching the exit process.  In this episode, we discuss:  Why 80% of businesses never sell—and what owners can do differently  The role of psychology in exit planning (and why it matters as much as finance)  Top mistakes owners make before going to market (and easy fixes to de-risk)  How to prepare years in advance for the best valuation and smoothest deal  Legacy, taxes, and life after the sale—what every seller should consider  Consultative selling and building rapport with owners as a buyer  Connect with Adam Koos  LinkedIn: https://www.linkedin.com/in/adamkoos  Exit Planning Firm: https://elevateandexit.com  Financial Advisory Firm: https://libertaswealth.com    The M&A Launchpad Conference  Join us on October 25, 2025 in Chicago for the M&A Launchpad Conference — a one-day event designed for acquirers, operators, investors, and advisors. Learn from headliners, connect with dealmakers, and walk away with practical insights to accelerate your M&A journey.  Get $150 off your ticket with code LAUNCH at: https://malaunchpad.com    Additional Resources  Watch more interviews on YouTube: https://www.youtube.com/@equitylaunchpad  Connect with hosts Casey Minshew & Feras Moussa: mailto:info@equitylaunchpad.com  Learn more about investing, scaling, or selling a business: https://equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    40분

  3. 8월 21일

    Six Acquisitions in Three Years with Ryan Sullivan

    In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa sit down with Ryan Sullivan, Co-Founder of North Park Group, to unpack how he and his partner built a private equity firm from the ground up—acquiring six businesses in three years. Ryan shares practical insights on deal structuring, using real estate as a lever, leveraging SBA financing, and why a strong network and clear investor relations strategy matter at every stage of growth.  Key Topics Discussed:  Starting a private equity firm and buying the first business  Innovative real estate strategies and leveraging SBA loans  Maintaining and growing a high-value network in M&A  Practical approaches to deal structuring and investor relations  Connect with Ryan  Email: RyanS@northparkgroup.net  Website: https://northparkgroup.com  M&A Launchpad Conference  Join us at the M&A Launchpad Conference on October 25, 2025, at The Westin Chicago River North. It’s the premier event for acquirers, operators, and investors to connect, learn, and grow. Use code LAUNCH at malaunchpadconference.com for $150 off your ticket.  Additional Resources  Watch our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad  Get in touch with the hosts: info@equity-launchpad.com   Explore partnerships to acquire, scale, or sell a business: https://equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    42분

  4. 8월 14일

    Building Powerful Brand Stories & M&A Strategies with Mark Tarchetti

    In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa welcome special guest Mark Tarchetti, a veteran in the consumer products industry. Mark has held senior roles at global giants like Unilever and now runs his own boutique consulting firm, helping companies unlock the true potential of their brands.    The discussion dives deep into how major companies build and maintain strong brand stories, the psychology of mergers and acquisitions, and how to apply these insights to your own business ventures. Mark also shares why consumer research is critical to growth and how to preserve brand legacy during acquisitions.  In this podcast episode, we discuss:    Building a strong brand story and strategy  Insights into the psychology of mergers and acquisitions  The role of consumer research in driving business growth  How to maintain brand integrity and legacy during acquisitions    You can connect with Mark:  LinkedIn: https://www.linkedin.com/in/mark-tarchetti-312b88164/  Website: https://www.alchemy-rx.com/    Additional Resources:  Access our archive of video interviews on YouTube: https://www.youtube.com/@malaunchpad    Get in touch with show hosts Ben Suttles and Feras Moussa at: info@equity-launchpad.com    Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Meet our community in-person at the M&A Launchpad Conference https://malaunchpad.com — Use code LAUNCH for $150 off your ticket to the M&A Launchpad Conference.  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    43분

  5. 8월 7일

    Deferred Sales Trust & Passive Income Strategies with Brett Swarts

    In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Brett Swarts, founder of Capital Gains Tax Solutions and an expert in sophisticated tax planning strategies. Brett dives deep into the mechanics of the Deferred Sales Trust (DST), breaking down how it empowers entrepreneurs and investors to preserve their wealth, defer taxes, and generate truly passive income. The conversation covers why traditional exit strategies often fall short, the importance of legacy and mission in financial planning, and how the largest wealth transfer in history is creating unprecedented opportunities for proactive entrepreneurs. If you're preparing for an exit or looking to create long-term financial freedom, this is a must-listen. In this podcast episode, we discuss: · Why tax planning should be at the forefront of every entrepreneur’s strategy · The Deferred Sales Trust (DST) explained—how it works and who it’s for · How to create passive income streams through advanced tax structures · Why legacy planning starts with understanding your family’s mission and values · The biggest mistakes entrepreneurs make when exiting their business · How DSTs can be used for real estate, businesses, crypto, and more · Building a team of experts to navigate complex transactions · The government’s role in wealth transfer and how to plan accordingly · Why the time to plan your exit is before you sell Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-swarts/ Website: https://capitalgainstaxsolutions.com/meet-brett/ Additional Resources: · Learn more about Equity Launchpad and how they help buyers and sellers navigate acquisitions: https://www.equity-launchpad.com · Contact Casey Minshew or Feras Moussa at info@equitylaunchpad.com · Looking to buy or sell a business? Equity Launchpad can help guide you through your acquisition or exit strategy. · Don’t miss the next M&A Launchpad Conference – October 2025 in Chicago (Date and location TBD). Visit https://www.malaunchpad.com to learn more and join the waitlist. About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    49분

  6. 7월 31일

    Hard Lessons in Buying, Scaling, and Exiting with Carl Kleimann

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles are joined by Carl Kleimann, a proven entrepreneur with deep experience in scaling and exiting small businesses. Carl takes us through his business journey—from losing a $200K client, to navigating private equity partnerships, to launching his current venture, Moffitt Services.    He dives into the real-world lessons of leadership, the pivotal role of PEOs (Professional Employer Organizations), and why humility and a servant mentality are essential traits for any founder. Whether you're considering your first acquisition or preparing for an exit, Carl’s insight will change the way you think about business, leadership, and long-term growth.    Key Topics Discussed  How Carl lost a $200,000 customer—and bounced back • Why leadership with humility leads to better business outcomes • What every entrepreneur should know about exit strategy  • The upside (and downside) of private equity  • The role of PEOs in helping small businesses stay competitive  • How to maintain relationships through the stress of acquisitions  • Why continuous learning is key to long-term entrepreneurial success  • Carl’s new venture: Moffitt Services and what he’s building next    Guest Contact Info  LinkedIn: https://www.linkedin.com/in/carlkleimann/ • Website: https://www.moffittservices.com • Email: online@moffittservices.com  Additional Resources  Contact the Hosts – Casey Minshew & Ben Suttles: info@equity-launchpad.com • Learn more at: https://www.equity-launchpad.com • Attend the M&A Launchpad Conference – Coming October 2025 (Date & Location TBD)  Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    41분

  7. 7월 24일

    Inside SBA Lending: Strategies for Business Buyers with Matthias Smith

    In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Mathias Smith, founder of Pioneer Capital Advisory and a seasoned expert in SBA financing. Mathias shares his entrepreneurial journey, from launching his own firm to helping countless buyers navigate the often-complex SBA process. He opens up about the real challenges of growing a new business, the power of social media for client acquisition, and why being proactive and well-informed is key when seeking financing for business acquisitions. Whether you’re a first-time buyer or an experienced entrepreneur, Mathias offers practical insights into what it really takes to secure SBA funding and grow a business from the ground up. In this podcast episode, we discuss: • Mathias’s background in SBA lending and why he started Pioneer Capital Advisory • How social media (especially Twitter) has helped grow his client base • Key steps for navigating the SBA process with confidence • Why a solid business plan and clear financials are essential • Using HELOCs creatively for business acquisitions • The value of having expert guidance through the SBA journey • Real-world challenges of scaling a new business and building a team • Staying adaptable and resilient through entrepreneurship Connect with Mathias: Twitter:  @SBA_Matthias Website: https://www.pioneercapitaladvisory.com  Additional Resources: 🎧 Watch more interviews and episodes on YouTube: /@malaunchpad 💻 Learn more about Equity Launchpad: https://equity-launchpad.com 🎟️ Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com 📬 Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    46분

  8. 7월 3일

    Navigating Business Transactions with John Martinka

    In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with John Martinka, a seasoned intermediary and advisor with nearly 30 years of experience in business transactions. John shares candid insights into how buyer and seller dynamics have evolved, the critical role of financial preparedness, and why experience is key to successful deals.  The conversation highlights the importance of knowing your numbers, preparing a business for sale well in advance, and making incremental improvements that build real value — whether you’re buying for the long term or planning a strategic exit.   For anyone thinking about buying, selling, or growing a business, this episode is packed with hard-earned wisdom and actionable advice.  In this podcast episode, we discuss:  The Role of Intermediaries in Business Transactions  How Buyer and Seller Dynamics Have Changed Over the Years  Why Financial Preparedness is Essential for Both Buyers and Sellers  Navigating Buyer Sophistication — and Unsophistication  Buy and Hold vs. Quick Flip Strategies  How Sellers Can Prepare Their Business for a Successful Exit  Why Experience is King in Business Transactions    Connect with John:  Website: https://www.martinkaconsulting.com/  YouTube: https://www.youtube.com/@JohnAMartinka  Podcast: Getting the Deal Done https://podcasts.apple.com/us/podcast/martinka-consultings-getting-the-deal-done-podcast/id1550396853  Mention this podcast and John will send you a copy of one of his books: Buying a Business That Makes You Rich, Growth by Acquisition, or Exit with Style, Grace & More Money  Additional Resources:  Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad  Learn more about Equity Launchpad: https://equity-launchpad.com  Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com  Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    41분
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Gain insights on acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, The M&A Launchpad Podcast equips you with the knowledge and guidance to navigate the world of mergers and acquisitions. Watch on YouTube: https://www.youtube.com/@MALaunchpad Apply to be a guest: https://forms.gle/pqNb8xrzyFzVYxzq6 Join The M&A Launchpad Conference- https://www.malaunchpad.com/

정보

  • 제작진
    Casey Minshew and Feras Moussa
  • 방송 연도
    2024년 - 2025년
  • 에피소드
    64
  • 등급
    전체 연령 사용가
  • 저작권
    © Copyright 2024 All rights reserved.
  • 웹사이트 보기
    M&A Launchpad

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