My Guests
Today’s I speak with 3 searchers, each of whom are at different stages of their respective search journeys. As I have done in the past, I will again be asking these guests only a single question. That is: “Knowing what you know now, if you could go back and re-do the first 90 days of your search, what might you do differently?“
The reason why I think this question is an important one is because every searcher that I’ve ever met (including and especially myself) learns so much along the way, and as a result we often reflect back on our first few months and wish we knew then what we know now. My hope is that this episode will help you learn from those who have come before you in this regard.
First, I speak with Paul Winkels, who is the new CEO of Allied Threaded Products, a company he that acquired only 1.5 months ago after ~1.5 years of searching. Next, I speak with Dustin Johnson, who recently closed down his funded search after a 2-year effort, but who is now late in the process of acquiring a behavioral health business after continuing his search with his wife & business partner on a self-funded basis. Finally, I conclude with Adnan Fakhoury, who has recently passed the 1-year mark of his search.
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What I'd Change if I Could Re-Do the First 90 Days of my Search: 3 Searcher Case Studies – In The Trenches
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Questions Asked
“Knowing what you know now, if you could go back and re-do the first 90 days of your search, what might you do differently?”
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Thanks to our Sponsors
This episode is brought to you by The Profit Line. The Profit Line is a boutique finance and accounting firm that provides a wide range of accounting services to small and medium businesses generating anywhere between $5M to $50M in revenue. On a fractional, outsourced basis, they do day-to-day bookkeeping, bank reconciliations, month-end accruals, tax compliance, and financial statement preparation, among countless other things. I was a customer of theirs for 7 consecutive years while running my own company, and am speaking as a happy customer. Book a call with Founder and CEO, Fern Gordon (Ferngordon@theprofitline.com) or visit their LinkedIn page to learn how they might be able to help you exactly as they helped me.
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 decade now. Their due diligence offering (which is 100% free of charge) will assess the pros and cons of your target company’s insurance program, including any potential coverage gaps, the pro-forma insurance pricing, and the program structure changes needed for closing. At or shortly after closing, they then execute on all of those findings on your behalf. Oberle has serviced over 900 customers across a decade of operation, including countless searchers and CEOs within the ETA community.
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