M&A Focused CPA @BoilerPlateCPA
Mark Edler | CPA | Building my CPA firm to $10M EV | QoE, Tax, Accounting & CFO services. tweets not advice https://t.co/TSe8kT4uSe builders.cpa Philadelphia, PA Joined June 2022-
Tweets2K
-
Followers12K
-
Following1K
-
Likes7K
Main reasons to do a QoE: 1. Validate the financials reconcile to actual data sources 2. Normalize financials for non-recurring items 3. Understand other key characteristics that will impact the perceived value of the business What’d I miss?
Understanding Financial Accounting in the SMB world can be the difference between becoming a millionaire or going bankrupt. DO NOT analyze financial statements without understanding these 10 principles 🧵
1. Budget to actual 2. P&L by business unit 3. Monthly cash flow analysis How many of these do you have in place for your business?
I’ve heard so many experienced finance professionals talk about “low hanging fruit”. Finance is all about doing the fundamentals correctly. Not reinventing the wheel.
If you want to improve an outcome in your business, you should define the components first.
I’m putting together a list of over 40 cash flow improvement tactics in my cash flow workshop. This workshop will pay for itself in about 30 minutes of applied effort for any business owner.
Being a remote company is hard. I recently implemented a weekly team in review to communicate all the good stuff going on in our company. Figured I'd share it below for anyone else who wants to implement something similar!
SMB Attorney @SMB_Attorney
110K Followers 2K Following Eric Pacifici | Helping folks buy, sell and operate enduringly profitable businesses at @SMBLawGroup & @theSMBCenter | @Kirkland_Ellis & @GibsonDunn | @dukelawMichael Girdley @girdley
214K Followers 2K Following CEO of an 11-business, 600-person holding company. Fireworks, software, +9 more. Writing about holding co's, starting businesses, life, and leading.Clint Fiore 🛩 🦬.. @ClintFiore
48K Followers 892 Following Follow me for Small Business Buying/Selling Info. Join my newsletter for Deals. Building the most trusted M&A / Business Brokerage in the USA: Bison Business.Matthias Smith, CEO -.. @SBA_Matthias
26K Followers 6K Following CEO @ Pioneer Capital Advisory / I help business buyers using the SBA 7(a) loans get funded / $65 million closed in '23 / Aiming for $100 million in '24Ben Tiggelaar 🟠 @bentigg
21K Followers 436 Following Learn how to acquire, grow, and invest in cash-flowing SMBs | Bought healthcare biz at 26, grew 8x by 31 | Subscribe to the SMB Scoop weekly newsletterBruce Marks, MBA, CM&.. @sbabmarks
27K Followers 286 Following SMB & SF Acquisition Lender | Author | Closed $400 Million in 9 yrs| SBA loans from $2.5 - $10.0 million | tweeting real SBA stories | War Story Saturday 🪖Connor Abene @ConnorAbene
23K Followers 1K Following Fractional CFO & Bookkeeping services helping $1m-$40m SMBs streamline their financials & accelerate growth | Tweets on business & finance | DM’s wide openThe Secret CFO @SecretCFO
119K Followers 446 Following Sharing real world insights as the CFO of a multi-billion dollar company. Opinions, not advice.Chris Munn @chrisxmunn
66K Followers 727 Following Owner of 2 businesses @ The Fairfield Company I Goal: $100M valuation I Sneaker Guy I Sign Up for Mailing List to Follow AlongBuySellSMB @BuySellSMB
15K Followers 1K Following “Will Fry the SMB guy.” I run Beacon, a modern business brokerage. Follow for tweets on buying and selling small businesses. Not investment advice.Thomas Ince @thomasince
13K Followers 2K Following Compounding w/ @lpfirstcapital • Follow me to learn how to buy a business, & to be a better Entrepreneur/Operator/Investor. Former Entrepreneur turned InvestorEric Hsu @lawyer4SMBs
18K Followers 415 Following I write about building a Family + Freedom First lifestyle by buying profitable everyday businesses. M&A lawyer. $160+M deals closed. Newsletter @ftanewsletter.Steve Wiesner @SteveWiesnerSMB
9K Followers 441 Following Twenty years in IB and mid-market PE. Sharing my journey to scale a fast-growing tech-enabled B2B live training company. Proudly 🇨🇦 | 🇺🇲Reg Zeller @RegZeller
18K Followers 612 Following 7x biz owner. Rolling up foundries now @canekast, moving to other SMB manuf soon. Sharing W’s and L’s … most tweets lessons learned from L’sPatrick Dichter @patrickdichter
12K Followers 1K Following Provide quality bookkeeping and tax nationwide. Acquired 3 firms. Fly fisherman and small business geek. NH and CO📍Virtual Executive Off.. @vrexec
13K Followers 1K Following suprema quaero | @thejunteau @thegoodsletterHeather Endresen @EndresenHeather
14K Followers 2K Following Tweeting about SMB M&A | Owner @ Viso Business Capital | Dedicated to assisting Acquisition Entrepreneurs SBA 7(a) | SBA 504 | CA iBank | USDAJon Matzner @MatznerJon
17K Followers 1K Following Cofounder of the "Costco for Global Talent" - @saganpassport . Used to hunt terrorists for State Department.Bryant Suellentrop @SullyBusiness
32K Followers 2K Following 27yo / Married to @erindpt / Father x 2 / I run @eanddstaffing where we’ve helped 700+ businesses hire offshore. Book some time below 👇Stephen Olmon @stephenolmon
16K Followers 3K Following I start, buy, and invest in businesses with friendsLara Juanillo @dtblackbox
46K Followers 13K Following 🌟Author w/25+yrs #health insurance pricing expertise,helps #CEO #CFO #HR boost EBITDA & Revenue w/o cutting #EEBenefits & Union Plans. Curios? DM me now.Marcella Chamorro @marcelladotco
4K Followers 1K Following Executive coach to tech teams // Process podcast → https://t.co/Kz4CYZVGfD // Take The Growth Quiz to unleash your potential → https://t.co/FOC8L9owYYNikita @SoloSMB
1 Followers 31 FollowingMatt Banker @mattbanker
420 Followers 845 Following On Twitter for conversations about marketing for accounting firms, Arsenal football club, weird Christian 90’s pop culture, and Minnesota housing/transit policySeshan Nissanka @seshan_nissanka
2 Followers 13 FollowingW @MeimeiChen11
1K Followers 270 Following Travel ✈️ |Beach 🌊|Yoga 🧘♀️|Love to read 📚|Hardworking person|Like to explore and experience new things|#windenergy|#travel🇺🇸Matt Schaefer @RepMattSchaefer
16K Followers 2K Following God is sovereign. Jesus saves. Liberty loving conservative, Tx House of Reps. US Navy Reserve (retired).Phil Paret CFP®, ChF.. @acemoneymgr
86 Followers 149 Following Wealth & Business Manager for Entrepreneurs #RizeAnton Ansalmar @antona23
743 Followers 4K Following Product/Growth Expert for AI/Mobile/Ecom/SaaS & Paid Ads | Founder @RapidHealthcare @HybridAdsai | Digital Nomad 🇺🇸🇬🇧🇱🇰🏴🇳🇬🇨🇦 🏎️ 🚀🤖👽Paddy Naidu @PaddyN57248
1 Followers 31 Following HR and Talant acquisition specialist. EntrepreneurLucky favorite @favorite1_lucky
1K Followers 351 Following Time can heal a wounded heart, but it can also tear a waiting heartjulio @julioboolio88
23 Followers 475 Following Premier League, NFL, NBA, WNBA, College Football, College Basketball | #RavensFlock | #RollTide | #MUFC | #GeauxTigersJeroen @jnetten
242 Followers 843 Following I sometimes get curious about weird things, lately I’ve been diving into the wedding rituals of 13th century danish farmers.Dallin Drescher @ddrescher44
231 Followers 380 Following Husband | Dad of 3 | Attorney specializing in helping small to medium sized business owners sell their life’s workjpb @jpbaleato
41 Followers 421 FollowingBryce Crawford 🐱 @bryce_meow
590 Followers 540 Following Founder and CTO @Meow. Business Banking with Interest. Meow is a financial technology company and not a bankBenjamin Taran @TaranBenjamin
42 Followers 220 FollowingSenorDownUnder @SenorDownUnder
140 Followers 1K FollowingAnthony Kous @AnthonyKous
6 Followers 949 Following Thinking out loud | Thoughts evolve with new information | Philosophizing Business & LifeMagnolia Management S.. @magnolia247b
6 Followers 36 Following We solve problems for business owners by providing staffed operational support & creating back office procedures & efficiencies. How can we help you? DM us! 🤓Jessica Smith, Enroll.. @Taxsavvyjessica
767 Followers 448 Following America's #TaxDome Sweetheart I Co-Founder of Workflows for Tax Pros I Founder of The 100K EA @the100kea I Co-Founder of @taxreview2DWtjc468c @tjc468c
16 Followers 77 FollowingCJB @BTopher95
297 Followers 964 Following There is no Dollar Sign on Peace of Mind. tough times don't last, tough people do. If you ain't runnin' with it, run from it. You want a job Ernie?Vlad @VladPasca5
45K Followers 3K Following Made multiple 5 figures online before finishing high-school.Rahul Singh @RahulSinghcpapc
2 Followers 92 Following Passionate about numbers and helping businesses thrive. Expert in accounting, tax strategies, and financial planning. Let's make your money work smarter! 💼📈Hendrik @HMMinkenberg
14 Followers 9 Followingtax.associate @crypt0moves
22 Followers 101 FollowingHouston Frost @houfro
283 Followers 607 Following Banker, fintech executive, founder, and investor. PhD, Chemical Engineering. Very curious and always experimenting.Duwe Elly @DuweElly
268 Followers 496 Following Private Equity Investor & Business Consultant Founding Partner Duwe CapitalBert Gonzalez @hrgonz0
2 Followers 61 FollowingDanielle Mary @DanielleMa26110
5 Followers 155 FollowingSedemea @sedemea48324
33 Followers 251 Following In the dull and boring world, there is also occasional luck. No cross, no crown.Steve Marks @mistr_marks
67 Followers 254 Following Interested in Entrepreneurship Through Acquisition (ETA). Background: BizOps @ a FAANG co, Tech Sales + RE Entrepreneurship. Interests: Ops, Strategy, RevenueKelvin Zach @KevinZach455400
168 Followers 1K Following Proud gay looking for a serious relationship with someone 🏳️🌈👨❤️👨👬🌈SMB Attorney @SMB_Attorney
110K Followers 2K Following Eric Pacifici | Helping folks buy, sell and operate enduringly profitable businesses at @SMBLawGroup & @theSMBCenter | @Kirkland_Ellis & @GibsonDunn | @dukelawMichael Girdley @girdley
214K Followers 2K Following CEO of an 11-business, 600-person holding company. Fireworks, software, +9 more. Writing about holding co's, starting businesses, life, and leading.StripMallGuy @realEstateTrent
226K Followers 313 Following Candidly sharing 20+ years of real estate knowledge. Buying strip centers anywhere in the US - As featured in The Real Deal. Posts are opinions, not advice.Clint Fiore 🛩 🦬.. @ClintFiore
48K Followers 892 Following Follow me for Small Business Buying/Selling Info. Join my newsletter for Deals. Building the most trusted M&A / Business Brokerage in the USA: Bison Business.Matthias Smith, CEO -.. @SBA_Matthias
26K Followers 6K Following CEO @ Pioneer Capital Advisory / I help business buyers using the SBA 7(a) loans get funded / $65 million closed in '23 / Aiming for $100 million in '24Ben Tiggelaar 🟠 @bentigg
21K Followers 436 Following Learn how to acquire, grow, and invest in cash-flowing SMBs | Bought healthcare biz at 26, grew 8x by 31 | Subscribe to the SMB Scoop weekly newsletterBruce Marks, MBA, CM&.. @sbabmarks
27K Followers 286 Following SMB & SF Acquisition Lender | Author | Closed $400 Million in 9 yrs| SBA loans from $2.5 - $10.0 million | tweeting real SBA stories | War Story Saturday 🪖Connor Abene @ConnorAbene
23K Followers 1K Following Fractional CFO & Bookkeeping services helping $1m-$40m SMBs streamline their financials & accelerate growth | Tweets on business & finance | DM’s wide openThe Secret CFO @SecretCFO
119K Followers 446 Following Sharing real world insights as the CFO of a multi-billion dollar company. Opinions, not advice.Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️Chris Munn @chrisxmunn
66K Followers 727 Following Owner of 2 businesses @ The Fairfield Company I Goal: $100M valuation I Sneaker Guy I Sign Up for Mailing List to Follow AlongBuySellSMB @BuySellSMB
15K Followers 1K Following “Will Fry the SMB guy.” I run Beacon, a modern business brokerage. Follow for tweets on buying and selling small businesses. Not investment advice.Thomas Ince @thomasince
13K Followers 2K Following Compounding w/ @lpfirstcapital • Follow me to learn how to buy a business, & to be a better Entrepreneur/Operator/Investor. Former Entrepreneur turned InvestorEric Hsu @lawyer4SMBs
18K Followers 415 Following I write about building a Family + Freedom First lifestyle by buying profitable everyday businesses. M&A lawyer. $160+M deals closed. Newsletter @ftanewsletter.Steve Wiesner @SteveWiesnerSMB
9K Followers 441 Following Twenty years in IB and mid-market PE. Sharing my journey to scale a fast-growing tech-enabled B2B live training company. Proudly 🇨🇦 | 🇺🇲Reg Zeller @RegZeller
18K Followers 612 Following 7x biz owner. Rolling up foundries now @canekast, moving to other SMB manuf soon. Sharing W’s and L’s … most tweets lessons learned from L’sSean O'Dowd @SeanODowd15
38K Followers 3K Following Buying single family rentals in Elite School Districts as GP for Scholastic Capital | Ran a solo consulting practice on Catalant | Ex-BCG | WhartonPatrick Dichter @patrickdichter
12K Followers 1K Following Provide quality bookkeeping and tax nationwide. Acquired 3 firms. Fly fisherman and small business geek. NH and CO📍Virtual Executive Off.. @vrexec
13K Followers 1K Following suprema quaero | @thejunteau @thegoodsletterBrent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows JesusNick Gray / How to Ma.. @nickgraynews
41K Followers 3K Following Follow me to be more interesting and meet inspiring people 👋🏻 I built and sold 2 multi-million dollar companies, Museum Hack and FDS AvionicsAdrian Barraza @adrianbarrazas
209 Followers 403 Following Financial analyst for $1-$25mm digital businesses at Scalable CFO | Helping you get your business numbers organized in Causal.Christopher Small @TheChrisSmall
22 Followers 30 Following Own CMS Law Firm. Own Big Bird Accounting. Content creator. Competitive competitor. I don’t like networking.Jumbo Mail Marketing @MailJumbo
898 Followers 257 Following We send UNIQUE direct mail that converts.Jason Jones @JasonGrowJones
84 Followers 232 Following ETA/SMB Investor, CEO, Head of Growth | Former Cravath & Marines | Intersection of Sales, Marketing, Law, M&AHouston Frost @houfro
283 Followers 607 Following Banker, fintech executive, founder, and investor. PhD, Chemical Engineering. Very curious and always experimenting.Steve Marks @mistr_marks
67 Followers 254 Following Interested in Entrepreneurship Through Acquisition (ETA). Background: BizOps @ a FAANG co, Tech Sales + RE Entrepreneurship. Interests: Ops, Strategy, RevenueBeak Lord @LL_Cool_K_
231 Followers 460 Following I enjoy long walks on the beach. If had to describe myself in one word, it would be Fun. Some of my hobbies include hungry hippos, magic tricks, and twistermacy @macycrossin
338 Followers 255 FollowingWill Schryver @Will_Schryver
736 Followers 839 Following Entrepreneur and #SMB investor. Recovering investment banker. Marine Corps veteran.Dylan Ander | CRO & S.. @DylanAnder
20K Followers 296 Following After $3b in client sales, only dude on Twitter that guarantees to increase your conversion rate or I’ll pay YOU. Saas: https://t.co/jjoNBZEY4f | Agency: https://t.co/V30tXhHW10Brenda C, CPA @bsuecannon
2K Followers 1K Following Partner, Cannon & Associates, CPA,Mom,Wife, gardener,crafter. Trying to find better ways to improve our clients’ experience. I’m here for the pollsScribe Media @scribemediaco
5K Followers 132 Following The Leader in Professional Publishing. Helping experts and entrepreneurs write, publish, and market their book.Nick Chertock @golfprogress
5K Followers 5K Following Exploring the golf improvement process. Open Forum cofounder. HNW Tax Director (CPA). dad of 3 vb players. startups. side hustles. equity comp tax expertChris Sparling @_Sparling_
13K Followers 113 Following Co-Founder of Tiny @Dribbble @MetaLab @weworkremotely @WeCommerce_co @Meteorjs @MealimePritesh | Independent.. @PriteshSMB
3K Followers 619 Following 2x'd revenue at a struggling indie motel. Scaling Hotel Pommier with tech and purpose. Recovering PwC consultant.Michael Bowie @TheMotelMan
2K Followers 529 Following Making Motels Great Again. 117 keys,100% owned. Doubled rev and val of a 62 key motel from $3.3M to $7.2M in less than a year. Did it again. Working on 3rd timeThe Local Newsletter .. @lifeof_scoop
4K Followers 157 Following Local newsletter expert. Created Naptown Scoop – Annapolis, MD's most popular media and a six-figure advertising biz. I want to teach you how to do the same.Adam Carley @adamcarley
217 Followers 3K Following Founder at @withflagstone Giving brokers superpowers and helping their clients have better exits. | Formerly @Azuga_GPS, @driveclutch, @McKinseyRohit Mittal @rohitdotmittal
11K Followers 1K Following Built and sold a fintech startup for 8 figures. Immigrant. Co-founder/CEO @stilt_inc (acq by JGW). YC W16. Raised $350M in debt. Fintech and debt finance guy.Lee Betts @leebetts_
1K Followers 2K Following I scaled my agency to $2m ARR, then used the profits to build a personal holdco. Every month I share my secrets. Subscribe below.Nate Anglin @NateAnglin
842 Followers 489 Following CEO of Skylink Group: $100M 🎯 | I help others build a thriving B2B biz with better systems & mouth-watering results, all with fewer, more impactful employees.Eytan Bensoussan @eytansmb
701 Followers 907 Following Small business ride or die // Day job: Founder of @northoneapp // Side Hustle: Host of This Week in Small Business podcastTravis Woods @Tbwoods2
373 Followers 581 Following Entrepreneur at heart, with an eye on finance and the world of small businesses.Clint Murphy @IAmClintMurphy
370K Followers 408 Following I simplify psychology, success and money by sharing advice from millionaires, expert authors and my life.Erik Kaiser @ErikKaiser
19K Followers 509 Following I solve problems through 30 years of self-funded startups. CEO, author, husband, dad. Debunking business tweets.Andrew Petrie @andrewwpetrie
437 Followers 484 Following Search Fund | Former Tech M&A and Operations | Kellogg MBAPrivateEquityGuy @PrivatEquityGuy
43K Followers 450 Following Mikk Markus | Building a portfolio of niche businesses to double their revenue. Tweets about the process.Alex Forbes @alexforbes__
5K Followers 399 Following Growing Lane 17 Cabinet Co. | SMB | Manufacturing & LEAN | General Aviation AspirationsCliff Kennedy @CliffKennedy_3
346 Followers 397 Following Building Frios Gourmet Pops to 1000 franchise territories | Ultramarathoner (Completed 3 100’s and 1 200 miler) | Dad and Husband Always | Momento MoriJohn Hittler @EvokingGenius
2K Followers 259 Following CEO Coach and Trusted Advisor. 9x Founder. Author of 3 books. TEDx Speaker. Dad of 7. Urban Farmer. Foodie.Jay Bourgana @JayBourgana
347 Followers 611 Following I help business owners plan and excecute restructures, turnarounds, aquisitions and exits.Dennis Unrein | SMB P.. @dennis_unrein
167 Followers 266 Following Founder @smb_pe | Boring SMBs | Micro Cap PE | We sell + buy + invest in cash flowing Co.'s $1MM - $10MM | Solo VC @pvg_vc 25x Deals | Former @jpmorgan M&AVeteran Executive Lea.. @NextGenVeteran
34 Followers 274 Following VXL is promoting the Next Generation of Veteran Entrepreneurs. Business Strategy | Professional Services | Executive Coaching | Strategic InvestmentKristian Wosik @KristianWosik
78 Followers 74 Following Ex-banker and big four CPA who left to pursue a family bizjason f griffith @jasonfgriffith
215 Followers 1K Following Entrepreneur, CEO, CPA, Innovator, Author, Speaker. Most of all Follower, Husband and Father.Steve Rolle @steve_rolle
2K Followers 391 Following TOP 1% Seller on Amazon | $30M in Private Label Sales since ‘18 | Amazon FBA meets Private Equity | I Tweet about Long Term Brand Building & 7 to 8-figure ExitsJosh York @joshyorkgg
3K Followers 22 Following Started @GYMGUYZ in 2008 out of my parents dining room with 15k. Today, we are the largest In-Home & On-Site personal training company in the world.Zack Sayer @SAVER305
121 Followers 351 Following 20+ years in B2B IT & Low Voltage Systems. From local SMB to nationwide projects. Been doing managed services long before it was cool!Sean Planchard @seanplanchard
137 Followers 226 Following Christian | I invest in, and am searching to lead, SMBs | Sharing the journey along the way | Alum of @CUBoulder, @TeachForAmerica, @UChicagoLaw, and @McKinseyPost Close @dealpostclose
5K Followers 535 Following Post-Close, anonymous case studies of private company transactions. By @thegeneralmillsJohn Ferraro @jferraro_ags
42 Followers 173 FollowingZac Prince @CostSegZac
68K Followers 794 Following CEO @ReCostSeg - Helping Real Estate Investors Save on TaxesAndres Martinez @Andresmtz_d
165 Followers 320 Following I’m all in on ETA: Self-Funded Searcher. I own 2 small companies in 🇲🇽. Living in the 🇺🇸. Many failures and many lessons.Calico @amc0433
406 Followers 1K Following Private Investor. Here to learn, not to sell. DMs are open.David Lewis @DavidLewis9523
285 Followers 48 Following Home Service Entrepreneur in Houston TX // Mission Air Conditioning, Plumbing, & Electric // Ever Ready Generators // UVa Grad //4 reasons why most SMBs are worthless: - They sell to everyone - Can't run w/o the Owner - Unpredictable client acquisition process - Their offer is customized, not productized The most valuable SMBs do the opposite
@BoilerPlateCPA This is funny and spot on. That’s exactly what we focused on to start and it was ….fruitful 😂
48K! Time to reintroduce myself to the new folks: - I'm all about making it easier for people to buy and sell small businesses. I teach stuff here about it and build companies to do so as well. - Family man, married 17 years to an awesome wife with 4 wonderful kids. I work from…
I've seen a lot of the 🌍 in my life. The western states of the USA are still top of my list. Give me the Rockies, the Sierras, the Cascades, Yellowstone, the amazing Pacific Coast - from Mexico to Canada. God's country.
On the way to Disney yesterday I had 2 Searcher calls. Evidently my granddaughter was listening in. this morning she said to me, Gramps, I didn’t know a person could buy a $3 million dollar business with so little money down. A future Searcher for sure!
@BoilerPlateCPA @joshuamschultz Happy to discuss whenever you’re free!
The critical time periods for a new acquisition - pre 90 days - day 1 - first 7 days - first month - first 90 - first year Understand what is critical for each of those, show up prepared, and execute - and you’ll avoid many of the problems most have.
Had a great office hours yesterday in our small SMB community. Covered Acumatica and building custom views and datasets.
Josh helped me out with an issue I’ve been having in Acumatica - an ERP one of our clients uses. 10 minutes with Josh prevented a couple hours of headache. Come check out his community and he can help you too!
This is what it’s all about !
Six months ago… a lawyer, a banker and a client. Now, friends. Cc: @SuccessWithJake, @sbabmarks
Here are your options: - public company CEO - professional athlete - highly respected politician - owner of a privately held co You make the same amount of money in each. Which life are you choosing? Why? I think the answer is obvious.
@Tom_Stubb Please stop reminding me of things I said
@Turnaroundartst Jeff has an incredible bankruptcy story and now helps others organizations going through it. When he saw my story, he said call me. And that turned into a new friend. Jeff and I even explored working together as there is a huge gap in restructuring for SMBs.…
@CoFoundersNik the type of guy Nik is, is the type of guy that says, "You just want to sleep on our couch?" Dang, I'm glad I said yes. He's become a friend, mentor, and dare I say cough* coach. He's working for cash flowing entities to put his money to work.
INVITE: I'm starting a new (free) online lecture series around HoldCo topics. Ask me what I love doing MOST, and the answer is "incubating companies." This is starting companies, but I never work in them. Many people want to do it, but it’s not taught anywhere in…
Week one down post merger. Three banks into one in just over 60 days. A lot of work done, a lot yet to do. Still not used to looking at a balance sheet with over $1.1 billion in assets.
@SMB_Attorney @awilkinson @KHendersonCo Hence he will be known… Kevin “The Panther” Henderson 👑
@adrianbarrazas, @Tom_Stubb and I are posting something REALLY cool tomorrow regarding your SBA backed deal and how to model it correctly. It’s becoming something new for us to share the details about what we do and how we do it 🤝🏼