The Deal Scout

Josh Wilson

Explore the Art of Deal-Making with The Deal Scout Podcast

Are you intrigued by the world of investment, business acquisitions, or commercial real estate? "The Deal Scout" is your go-to podcast for an insider's view into the high-stakes realm of deal-making. Join our host, Josh, a seasoned entrepreneur and investor with over two decades of experience in crafting impactful deals across various sectors.


Each episode of "The Deal Scout" offers you a front-row seat to in-depth interviews with seasoned dealmakers. Learn from their successes, understand their approaches, and avoid common pitfalls they've encountered. Our conversations aren't just theoretical; they're practical insights from those actively shaping the industry.


Whether you're an aspiring investor, an entrepreneur seeking to expand, or simply curious about the mechanics of high-level deal-making, this podcast is your guide. We cover a spectrum of topics, including venture capital, private equity, real estate investments, startup dynamics, and even emerging trends like real estate NFTs and SPACs.


What sets "The Deal Scout" apart? It's our commitment to authenticity and practical wisdom. Josh's extensive network and experience, combined with his engaging interview style, ensure that each episode is not just informative but also relatable.

Key Topics We Dive Into:

  • Venture Capital and Private Equity: Myths and Realities.
  • Angel Investors vs. Venture Capitalists: Understanding the Differences.
  • Strategies for Commercial Real Estate Investing: What Works Today.
  • The Dos and Don'ts of Startup Investment: Lessons from the Field.
  • Understanding and Navigating Hedge Fund Investments: A Beginner's Guide.
  • Crowdfunding: When and How to Use It Effectively.
  • The Intricacies of Acquisitions and Selling Businesses: A Closer Look.
  • Initial Public Offerings (IPOs): The Journey from Private to Public.
  • SPACs (Special Purpose Acquisition Companies): The New Wave of Investment.


Each topic is designed to offer insights and practical advice, ensuring that you're equipped with the knowledge to make informed decisions in the dynamic world of investments and deal-making.

https://www.thedealscout.com/


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Episodes

What Is Equity Crowdfunding
Apr 10 2024
What Is Equity Crowdfunding
🚀 The Crowdfunding Galaxy: Exploring New Frontiers Fuzzy took us on an interstellar journey through the three major crowdfunding constellations:Donation-Based Wonders: Think GoFundMe, where generosity knows no bounds, and backers support causes with no expectation of return.Reward-Based Systems: Kickstarter and Indiegogo are the stars here, where your support earns you a ticket to be the first to experience innovative products.Equity Universe: Where you, yes YOU, can claim a stake in the next big thing, with companies offering actual shares to their supporters.🌟 Navigating the Equity Space: The Tiers of Opportunity We zoomed in on equity crowdfunding, where Fuzzy illuminated the paths of Reg CF, Reg D, and Reg A – each a unique route for startups to attract investors and raise capital, from the grassroots $1,000 to the soaring heights of multimillion-dollar ventures.💼 Venture Capitalists & Angel Investors: The Gatekeepers' Perspective Venture into the minds of VCs and angels, as we discussed the importance of a clean cap table and the sometimes-unfair stigma attached to crowdfunding. Fuzzy shared the secret to setting realistic goals and showcasing success to attract these celestial investors.📈 The Startup Launchpad: More Than Just Money Crowdfunding isn't just about filling the coffers; it's a goldmine of data, a crucible to refine your marketing, and a proving ground for your business model. We talked about how to leverage this platform to rocket your startup to the next level before you even think about knocking on a VC's door.🤝 Managing a Universe of Investors: The Art of Organization As our conversation neared the event horizon, Fuzzy offered sage advice on managing a galaxy of individual investors. He shared strategies like creating a Special Purpose Vehicle (SPV) and employing transfer agents to keep your investor universe in perfect harmony.🔗 Join the Crowdfunding Constellation Fuzzy's invitation to connect is as open as the cosmos. Visit pre-ipo-hype.com for a universe of educational content, podcasts, and a community that's as passionate about crowdfunding as we are.https://www.preipohype.com/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
How to Raise Money with Equity Crowdfunding
Apr 9 2024
How to Raise Money with Equity Crowdfunding
🎸 From Rocker to Rainmaker: Mr. Fuzzy's Journey In our latest episode, I had the pleasure of welcoming back the legendary Mr. Fuzzy. He's not just a maestro of melodies but also a virtuoso in the crowdfunding arena. We jammed about his wild days in a rock band, complete with a mohawk adorned with feathers, and how he transitioned to orchestrating successful crowdfunding campaigns.🚀 Crowdfunding: The New Frontier for Startups We dove deep into the challenges of the early days of equity crowdfunding, the impact of the JOBS Act, and the delicate dance between creative marketing and regulatory compliance. Mr. Fuzzy shared his playbook on how to make your company irresistible to investors and the importance of a compelling narrative.💡 Keeping It Clean: The Cap Table Conundrum Ever heard of a safe note or an SPV? Mr. Fuzzy breaks down these crucial tools to keep your capitalization table pristine, ensuring you're ready for the big leagues when venture capitalists come knocking.🤔 Valuation Vexations: Setting the Right Price Determining your company's worth can be as tricky as hitting a high note. Mr. Fuzzy and I discussed the golden bear syndrome and the importance of being honest with yourself when setting your valuation.👥 Crowdfunding: Not Just for Startups Anymore We also explored how mature companies are now using crowdfunding as a strategic move to provide liquidity or clean up their cap table. It's not just for garage bands anymore!So, are you ready to turn up the volume on your crowdfunding knowledge? Tune in to "The Deal Scout" podcast for all this and more. Let's hit the play button on success together!https://www.preipohype.com/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: The E-Commerce Exit Strategy with Jason Somerville
Mar 29 2024
7 Minute Deals: The E-Commerce Exit Strategy with Jason Somerville
Navigating the Exit: A Guide for E-commerce Entrepreneurs In this post, I'll share the valuable insights from our discussion, focusing on how e-commerce founders can prepare their businesses for a successful sale.The Art of Building to SellJason joined me on the show to shed light on a unique approach to exiting e-commerce businesses. Unlike traditional banking methods that focus primarily on the transaction, Jason's firm takes a hands-on approach to help founders build their companies into irresistible acquisition targets. This strategy is not just about selling; it's about crafting a business that stands out in the marketplace.Understanding Valuation and KPIsOne of the key takeaways from our conversation was the importance of understanding valuation and key performance indicators (KPIs). For e-commerce founders looking to work with Jason's firm, it's crucial to have a grasp on these concepts. Valuation is not just a number; it's a reflection of your company's health and potential. KPIs, on the other hand, are the vital signs that keep you informed about the state of your business.Jason emphasized that before considering an exit, founders should meticulously analyze their financials, customer acquisition costs, lifetime value, and other metrics that impact valuation. By doing so, they can identify areas of improvement and increase their company's worth.The Shift in E-commerce: Another interesting point Jason brought up was the evolution of the e-commerce market. There was a time when the industry was in a "party era," where growth at any cost was the mantra. However, we're now entering a more profitability-focused era. This shift means that investors and acquirers are looking for sustainable, profitable businesses rather than just those with skyrocketing sales.For founders, this change in the market landscape means that it's more important than ever to focus on building a solid, profit-generating business model. The days of burning cash for growth are dwindling, and the businesses that will attract attention are those with strong fundamentals and a clear path to profitability.Final ThoughtsExiting a business is a significant milestone for any entrepreneur. It's the culmination of hard work, dedication, and strategic planning. My conversation with Jason highlighted the importance of building a business with the end in mind. By focusing on valuation, KPIs, and profitability, e-commerce founders can set themselves up for an exit that rewards them for their efforts.I hope this post has provided you with a clearer understanding of the exit process and what it takes to make your e-commerce business an attractive acquisition target. Stay tuned for more insights and discussions from the front lines of e-commerce, and as always, keep innovating and pushing the boundaries of what's possible.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: Selling Your Digital Marketing Agency with Todd Taskey
Mar 28 2024
7 Minute Deals: Selling Your Digital Marketing Agency with Todd Taskey
The Art of Selling a Digital Marketing Agency: Insights from an ExpertOur conversation was a deep dive into the process of selling a digital marketing agency, and I'm excited to share the wealth of knowledge Todd imparted during our discussion.Understanding the Transaction LandscapeTodd began by shedding light on a common misconception about selling a business. Many assume it's an exit strategy, but Todd clarified that for most sellers, it's an evolution and acceleration of their business. He pointed out that the typical clients in these transactions are digital marketing agencies with a net profit ranging from $1 million to $5 million of EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).Who's Buying?The buyers, Todd explained, are often private equity firms or companies that are backed by private equity. This is a crucial piece of the puzzle because these buyers are not just looking for a quick purchase; they're looking for a business they can grow into something much larger.The Deal StructureOne of the most eye-opening aspects of our conversation was the financial structure of these deals. Sellers usually receive a significant cash payout, which is about 50 to 70% of the deal's value. But that's not all—they also retain equity in the larger, combined company. Todd emphasized that the goal is for the 'second bite'—the value of the remaining equity—to be larger than the initial cash payout.A Real-World ExampleTodd provided a tangible example of a company that sold for $8 million while retaining a 40% stake. Over time, as the company's EBITDA doubled to $16 million, the value of that retained equity soared, making the sellers' stake in the larger entity even more lucrative.Life After the SaleA key question I posed to Todd was about the post-sale life for sellers. Do they need to show up every day? Do they have a new boss? Todd's response was enlightening. While sellers do have targets to meet, they essentially work for themselves if they hit those numbers. However, if they miss their targets, they find themselves working for the buyers. This dynamic creates a balance between independence and accountability.The Importance of EBITDA and GrowthThroughout our conversation, Todd reiterated the importance of EBITDA, recurring revenue, and client retention. He also mentioned that even businesses with narrower offerings could find opportunities for transactions. It's clear that a strong financial foundation and potential for growth are key attractors for buyers.Seeking Advice and Making ConnectionsAs we wrapped up our discussion, Todd offered advice for companies in the digital marketing space considering a transaction. He stressed the need for a solid understanding of EBITDA and the benefits of recurring revenue and retention. For those interested in exploring potential deals, Todd extended an invitation to connect with him through LinkedIn or his Second Bite Podcast.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: Crowdfunding for Web3 Startups with Christopher Perrillo
Mar 21 2024
7 Minute Deals: Crowdfunding for Web3 Startups with Christopher Perrillo
🚀 The Capital Raising Journey We all know that the startup path is an exhilarating one, but let's face it, it can also be quite daunting, especially when it comes to funding. Christopher, with his wealth of experience since 2004 in the financial industry, shed light on why having a Regulation Crowdfunding (Reg CF) exemption is a game-changer for startups. It's not just about having funds; it's about being ready to seize opportunities at a moment's notice.💡 Why Reg CF? Imagine having the ability to tap into a diverse pool of investors, turning customers into passionate brand ambassadors who don't just love your product but believe in your vision. That's the power of Reg CF. It's efficient, cost-effective, and positions you for the highest success in raising capital. Remember, the worst time to raise capital is when you desperately need it.🌐 ChainRaise: A Platform Like No Other ChainRaise isn't your average crowdfunding platform. It's tailored for the gen tech ecosystem, including tokens, NFTs, blockchain, and crypto. What sets it apart? A focus on aligning issuers with investors who share similar interests, comprehensive support for filing, structuring, and marketing offerings, and solid banking partnerships.🤝 Connect with the Future Curious to learn more about ChainRaise or connect with Christopher? Head over to chainraise.io or find him on LinkedIn. Trust me, it's a connection that could shape the future of your venture.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
From Real Estate Crowdfunding to Publicly Trading Industrial with CEO Aaron Halfacre
Mar 20 2024
From Real Estate Crowdfunding to Publicly Trading Industrial with CEO Aaron Halfacre
The Evolution of Modiv Industrial: Insights from CEO AaronOur conversation was a deep dive into the company's journey, its investment philosophy, and Aaron's personal commitment to transparency and continuous improvement.Aaron recounted the company's origins as a real estate crowdfunding company known as Rich Uncles and its transformation into Modiv Industrial. This evolution was not just a rebranding exercise but a fundamental change in focus towards industrial manufacturing. Navigating Public Market ChallengesGoing public is a monumental step for any company, and Modiv Industrial was no exception. Aaron was candid about the initial spike and then stock price dip and the market fluctuations that followed. He emphasized the importance of long-term investment and his dedication to fighting for the company's growth and value. This resilience is a crucial lesson for any investor or entrepreneur facing the volatile tides of the stock market.Learning from Mistakes: The Earnings Report RevelationOne of the most enlightening parts of our conversation was Aaron's discussion of the latest earnings report. He openly shared a mistake made in a property investment and the lessons learned from it. This level of transparency is rare and invaluable, as it provides a real-world example of how setbacks can be turned into learning opportunities to refine future decisions.The Art of "Calf Kicks" in InvestingDuring our talk, Aaron and I explored the concept of "calf kicks" in investing—a metaphor for the strategic, persistent efforts needed to overcome challenges. Aaron's insights into the company's unique investment strategies and his role as a CEO with skin in the game were particularly enlightening. It's a reminder that leadership involves both personal investment and a strategic mindset.Aligning Interests with ShareholdersAaron's commitment to aligning his interests with those of the shareholders is a cornerstone of his leadership philosophy. He consistently buys shares and invests his own money in the company, demonstrating a dedication to the success of Modiv Industrial. A Non-Linear Path to Public CEOAaron's journey to becoming the CEO of a publicly traded company was anything but linear. He shared his experiences across different sectors of the real estate industry, from working at a real estate office to joining a prominent investment firm. His diverse roles in client work, modeling, business development, and product development have all contributed to his broad expertise and leadership style.As we wrapped up, Aaron invited listeners to connect with Modiv Industrial and emphasized the company's genuine and folksy style.Conclusion: The Value of Transparency and ConnectionI am grateful for Aaron's transparency and the insights he shared about his career journey and Modiv Industrial's approach to business. It's a reminder of the value of connecting with guests and expressing gratitude for their time. Thank you for joining me on this exploration of Modiv Industrial's evolution and the investment wisdom of its CEO, Aaron. Stay tuned for more insights and stories from the front lines of industry and investment.Connect with Aaron here - https://www.linkedin.com/in/aaron-halfacre/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: Investing in "Made In America" with Aaron Halfacre
Mar 18 2024
7 Minute Deals: Investing in "Made In America" with Aaron Halfacre
# Investing in America's Industrial Renaissance with Modiv Industrial's CEOIn our discussion, Aaron Halfacre, who leads Modiv Industrial—a publicly traded REIT under the ticker symbol MDV—shed light on a critical and often overlooked aspect of the American economy: the industrial manufacturing sector. Modiv Industrial stands out as the only pure play REIT focused exclusively on industrial manufacturing assets, and Halfacre's passion for the resurgence of American manufacturing was palpable throughout our conversation.For decades, there has been a noticeable underinvestment in American manufacturing. However, Halfacre pointed out a pivotal shift towards reinvestment and the rebuilding of manufacturing capabilities in the United States. This shift is not just about economic growth; it's about strengthening the nation by investing in critical manufacturing components that are essential to our infrastructure and national security.## The Heart of Industrial InvestmentAs we explored the types of manufacturing assets that Modiv Industrial invests in, it became clear that the company's strategy is meticulously focused. From infrastructure components like guardrails and precast concrete to precision equipment used in the defense, aerospace, and medical industries, these assets are the backbone of our society. Halfacre emphasized the importance of these components over consumer goods that may not require the same level of immediate production or domestic manufacturing.One of the key takeaways from our discussion was the concept of survivorship bias in Modiv Industrial's investment approach. The company seeks out manufacturers that have weathered various economic storms and have proven their resilience and importance to their industries. This focus on infrastructure-based manufacturing, aerospace, defense, and medical industries ensures that the facilities they invest in are not just viable but essential.## A Transparent Approach to Investor CommunicationTransparency and communication are cornerstones of Modiv Industrial's relationship with its investors. Halfacre highlighted the company's commitment to candid and transparent earnings releases. This approach reflects their belief in the value of investing in America and the manufacturing sector. Moreover, with a monthly dividend presents a compelling case for investors.Halfacre encouraged investors to take a closer look at Modiv Industrial through the stock app on their smartphones. By accessing press releases and gaining insights into the company's operations, investors can better understand the opportunities that Modiv Industrial offers. The company prides itself on its straightforward and relatable communication style, making complex financial information accessible to a broader audience.## An Invitation to Engage and ExploreAs we wrapped up the episode, I invited listeners to reach out to our esteemed guest and express their appreciation for his insights. For those with potential deals or interests in the industrial manufacturing space, I encouraged them to fill out a form on our show's website for a chance to be featured in future episodes.Thank you for joining me on this journey, and until next time, keep investing in the future of America.Follow Aaron Halfacre here - https://www.linkedin.com/in/aaron-halfacre/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: M&A Deals: A Matchmaking Game with Dave Marx
Mar 12 2024
7 Minute Deals: M&A Deals: A Matchmaking Game with Dave Marx
Navigating the Intricacies of M&A Deals: In a recent episode, I sat down with my friend Dave, the owner of Front Runner Consulting, to unravel the art of deal-making in the M&A space. With 15 years of experience under his belt, Dave brought a wealth of knowledge to our discussion, offering listeners an insider's perspective on executive recruiting and M&A intermediary services.The Synergy of Recruiting and AcquisitionsOne of the key themes we explored was the alignment of interests between recruiting top-tier executives and facilitating successful acquisitions. Dave illuminated the critical role of matching the right leadership with the right companies or buyers. This synergy is not just about filling a position or closing a deal; it's about ensuring a seamless transition and setting the stage for future success.The Hunt for M&A OpportunitiesDave's approach to hunting for M&A deals is methodical and strategic. He underscored the importance of maintaining an extensive database of contacts—a network that's been cultivated over many years. Regular communication with this network allows for smart outreach, enabling Dave to filter through potential buyers and sellers, identifying those who are genuinely interested in making a move.Single Buyers vs. Multiple Buyers: A Strategic ApproachThe dynamics of working with single buyers as opposed to multiple buyers can vary significantly. Dave shared his insights on assessing the committed capital of individual buyers and the hurdles that can arise when raising capital for larger buyers. This part of the discussion was particularly enlightening for those interested in the strategic considerations of deal structuring.Connect with Dave Marx - https://www.linkedin.com/in/davemarx1/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: How Can You Match Your Skills with the Right Business to Buy? with Richard Parker
Mar 5 2024
7 Minute Deals: How Can You Match Your Skills with the Right Business to Buy? with Richard Parker
Navigating the Business Buying Journey: Insights from Richard Parker on "The Deal Scout" PodcastAs the host of "The Deal Scout," I have the privilege of engaging with some of the most insightful minds in the world of business and entrepreneurship. In a recent episode, I sat down with Richard Parker, a seasoned business expert from South Florida, to unravel the complexities of buying businesses. Richard's wealth of knowledge left me, and I'm sure our listeners, with invaluable lessons on aligning business acquisitions with personal skills, the essence of joy and passion in entrepreneurship, and the geographical considerations in the business buying process.Matching Your Business with Your Best Skill SetOne of the most profound takeaways from my conversation with Richard was the emphasis on the importance of matching a business with your single best skill set. Richard articulated that this alignment should be the cornerstone of the revenue and profits of any business you consider purchasing. He encouraged listeners to view the business for sale market as a laboratory, a place to explore various business types and gather insights from sellers, competitive businesses, and industry contacts.Identifying Your Top SkillThe distinction between experience and expertise was a pivotal point in our discussion. Richard pointed out that years in an industry do not necessarily equate to expertise. He urged potential buyers to pinpoint their shining skill set and to seek transparent and honest feedback from colleagues and industry connections. This resonated with me deeply as I reflected on my own love for sales and people, recognizing that joy and passion, while important, are not the sole indicators of true expertise.The Role of Joy and Passion in EntrepreneurshipRichard and I agreed that joy and passion often accompany entrepreneurship, especially when applying your best skill set in the right business context. However, Richard was quick to highlight that these emotions can be overrated. The focus, he insisted, should be on identifying and leveraging your top skill set to build and grow a business successfully.Geographical Considerations in Business AcquisitionsThe geographical aspect of buying a business was another intriguing topic we delved into. Richard advised starting your search close to home, which allows for easier visits to businesses and interactions with sellers. Yet, he also advocated for an open mind regarding relocation, as it can significantly expand your search and the platform for potential business opportunities.Where to Find Resources for Buying a BusinessFor those eager to learn more about buying a business, Richard generously directed our listeners to his website, richardparker.com. There, you can find free articles and reports that demystify the process and assist individuals in determining if entrepreneurship through buying a business is the right path for them.https://richardparker.com/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: Fee-Free, Fund-Free Real Estate Investing with Brian Dally
Mar 4 2024
7 Minute Deals: Fee-Free, Fund-Free Real Estate Investing with Brian Dally
🚀 Democratizing Investment Opportunities Brian and I dove into how Groundfloor is revolutionizing the investment landscape. They're on a mission to level the playing field, allowing everyone to access high-quality real estate deals, not just the top 1%. Imagine being able to invest alongside the big players with as little as $100!🏆 Forbes 50 Fintech Recognition Groundfloor's innovative approach hasn't gone unnoticed. They've been featured in Forbes as a top fintech company, a testament to their impact on the market. This is a trend that's reshaping the future of investing, and you won't want to miss out on it.🔍 The JOBS Act and Its Impact We also touched on the pivotal role of the JOBS Act in transforming capital formation. This legislation has opened doors for non-accredited investors, making it easier to diversify portfolios without hefty capital requirements or the constraints of traditional funds.💡 You're in Control With Groundfloor, you become your own fund manager, thanks to their user-friendly technology. Say goodbye to hefty fees and hello to a more personalized, profitable investment experience.🏡 Solving Real Problems Invest with purpose as Groundfloor finances projects that address housing affordability and supply shortages. Your investment helps rejuvenate America's aging housing stock while offering you a chance to profit.📱 Innovative Investing Made Simple Whether you're a seasoned investor or just starting, Groundfloor's mobile app simplifies the process, allowing for effortless diversification and management of your investments.https://groundfloor.com/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
The Genesis of a Global Family Office with Leanne Carling
Mar 2 2024
The Genesis of a Global Family Office with Leanne Carling
The Genesis of a Global Acquisition ExpertToday I want to share with you a more in-depth look into the life of a remarkable deal maker, Leanne, who is part of a global investment family office. From Humble Beginnings to High StakesBorn and raised in Glasgow within a loving family, she was instilled with the belief that richness comes from family, not necessarily from wealth.  Her parents worked tirelessly, providing them with a comfortable life that masked our financial limitations. This upbringing shaped her initial understanding of success and security.  Climbing the corporate ladder became her reality, but a pivotal moment arrived when she met her husband, Graeme, and was introduced to "Rich Woman" by Kim Kiyosaki. "This book flipped my world upside down, challenging everything I had learned about money and security."The Leap of Faith with The Power of Financial EducationThe principles of "Rich Dad, Poor Dad" taught her about the importance of good debt and investing. It was a complete paradigm shift from her father's advice of avoiding debt at all costs. This new knowledge required her to unlearn old beliefs and embrace a new financial mindset.Staying True to the VisionAs their savings dwindled, they faced the psychological challenge of preserving our funds while pursuing their dream. They remained focused, knowing that the deals they didn't do were just as important as the ones we did. It was crucial to avoid scrambling for deals out of desperation.Emotional Resilience in BusinessWorking together as husband and wife, with a baby on the way and financial pressures mounting, they relied on each other's strengths. They used practical tools like a flip chart and wine to map out our problems and solutions, breaking them down into manageable chunks.Leveraging Each Other's StrengthsThe Creative Mind of GraemeGraeme's creativity and expertise in financing and deal structuring were invaluable during this time. His ability to find innovative solutions and form strategic partnerships was vital to our success.Leanne's Superpower in BusinessHer forte lies in sourcing and negotiating deals, building relationships, and ensuring smooth transitions. She thrives on guiding sellers through the process and integrating new acquisitions into our portfolio.Embracing Global OpportunitiesThe Move to DubaiTheir decision to move from Scotland to Dubai was driven by the pursuit of growth and new opportunities. It was a significant sacrifice, especially for their children, who had to leave behind their schools and sports teams. Yet, the entrepreneurial path is one of learning and expansion, and they were committed to embracing it fully.The Criteria for the Perfect DealIn our quest for global deals, we focus on finding motivated sellers, well-established businesses, and opportunities for continued growth. Our satisfaction comes from the learning process, meeting new people, and forming lasting business partnerships.https://www.thecarlinggroup.com/https://www.linkedin.com/in/leanne-carling/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
7 Minute Deals: Mastering the Art of International Deal Sourcing with Leanne Carling
Mar 1 2024
7 Minute Deals: Mastering the Art of International Deal Sourcing with Leanne Carling
The Art of Global Dealmaking: Insights from Leanne  Carling on The Deal Scout PodcastWelcome to the podcast, fellow dealmakers and entrepreneurs! I'm Josh, the host of "The Deal Scout" podcast, where we dive into the intricate world of deals and acquisitions. Today, I'm thrilled to share with you the insights from a recent episode featuring the remarkable Leanne Carling. In just seven minutes, we uncovered a wealth of knowledge about global dealmaking that I'm eager to pass on to you.From Dundee to Dubai: Lianne Carling's Journey in Property and BusinessLeanne Carling's story is one of ambition and strategic growth. Starting in 2008, Leanne began her journey in property acquisition in Dundee, Scotland. Over a decade, she expanded her portfolio to include children centers, building services companies, healthcare, and dental practice roll-ups. Her approach to dealmaking is dynamic, always on the lookout for new opportunities while managing an impressive array of existing ventures.Going Global: The Shift from Local to International DealsThe transition from local to international dealmaking is a leap that many entrepreneurs aspire to make. For Leanne and her husband, this meant moving their base from Scotland to Dubai. The strategic relocation was driven by the desire to operate from a global hub, making it easier to travel and source deals from a fresh perspective.Learning the Ropes of International BusinessWhen venturing into new territories, understanding the local environment is crucial. Leanne emphasizes the importance of adapting to different cultures and overcoming language barriers. Partnering with knowledgeable locals, whether they are lawyers, accountants, or business advisors, has been a key strategy in navigating these challenges.The Hunt for Deals: Strategies and Criteria for SuccessLeanne's favorite aspect of dealmaking is the hunt—the process of sourcing and identifying potential deals. She advises having a strict set of criteria to quickly assess opportunities. This includes knowing the sector, desired turnover, number of employees, and location. As deals are analyzed, criteria may tighten or widen, but having a clear starting point is essential.Red Flags and Deal BreakersWhen it comes to red flags, Leanne is cautious about businesses lacking proper management structures. A well-managed business that can continue to thrive post-acquisition is a top priority. Motivations for selling, such as retirement due to health issues, can also be a red flag if there's no clear management succession plan.The Current Appetite: A Focus on HealthcareCurrently, Leanne's focus is on the healthcare sector, driven by the fact that people are living longer and spending more on health and aesthetics. The demand for home care services is particularly high, presenting numerous opportunities for savvy dealmakers.Connect with Leanne Carling and The Carling Grouphttps://www.linkedin.com/in/leanne-carling/https://www.thecarlinggroup.com/Conclusion: As we continue to explore the world of deals on The Deal Scout podcast, I hope these insights inspire you to broaden your horizons and pursue your own global ambitions.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
What Are Joint Ventures with Charles Byrd
Feb 9 2024
What Are Joint Ventures with Charles Byrd
Unlocking the Power of Joint Ventures: A Deep Dive with CharlesI'm Josh, the host of "The Deal Scout" podcast, and today I'm thrilled to share with you the insights from a recent episode where I had the pleasure of chatting with Charles, a master of joint ventures. In our conversation, we delved into the various types of joint ventures and how they can be a game-changer for your business growth and networking. So, let's break down the key takeaways and explore how you can leverage these strategies to your advantage. The Essence of Joint VenturesWhat is a joint ventures? Joint ventures (JVs) are often misunderstood as colossal corporate mergers, but Charles shed light on their true nature. They can also be about promotional and referral partnerships that hinge on the transference of trust and authority.  This trust is the cornerstone of successful JVs.Four Primary Types of Joint Ventures1. Presenting to Other People's AudiencesImagine stepping onto a stage, whether physical or virtual, and showcasing your expertise to an audience that's already been warmed up by the host. That's the power of presenting to other people's audiences. Charles himself has been booked to speak at prestigious events like the Genius Network and the Baby Bathwater Mastermind, demonstrating the value of this JV type.2. Referral PartnershipsReferrals can come by luck, but why leave it to chance? With a systematic approach, you can consistently receive referrals to ideal clients. I've experienced this firsthand, with 12 to 20 referrals a week to $1 million-plus businesses. And it's not just about quantity; it's the quality of referrals, like the warm introductions to Russell Brunson and Dr. Cialdini, that can lead to incredible opportunities.3. WebinarsWebinars are a dynamic way to engage with a large audience and grow your email list rapidly. By partnering with someone who has a substantial mailing list, you can offer valuable training and share revenue from any resulting sales. It's a win-win situation where you provide content, and your partner provides the audience.4. Social Joint VenturesPodcasts and social media collaborations are prime examples of social JVs. They require minimal overhead and offer a plethora of benefits, from relationship building to client acquisition. My conversation with Charles is a testament to this, as it opens doors to potential partnerships and speaking engagements.The Impact of Joint VenturesThe beauty of joint ventures lies in their versatility and the mutual benefits they offer. Whether you're a podcast host, a business owner, or an entrepreneur, understanding and implementing JVs can lead to significant growth and networking opportunities.Connect with CharlesFor those eager to dive deeper into the world of JVs, Charles has generously provided a special link for "The Deal Scout" listeners at my.purejv.com/deal-scout. You can also connect with him on Facebook for more insights.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Note Investing: Making Money Beyond Interest and Loan Sales with Shelby Reed
Feb 6 2024
Note Investing: Making Money Beyond Interest and Loan Sales with Shelby Reed
Unveiling the World of Note Investing: Insights from 'The Deal Scout' PodcastWe're now putting a seven-minute timer on our discussions to dive deep into the stories of deal makers and their ventures. In this blog post, I'm thrilled to share the insights from a recent episode where I had the pleasure of inviting my friend Shelby, co-host of the Naked Notes podcast, to join me on the show.The Naked Truth About Note InvestingShelby, a fellow podcaster and an expert in the financial realm, graced us with her presence to talk about her journey and the podcast she co-hosts with Jasmine, Naked Notes. Their mission? To engage in fun, honest, and authentic conversations about all things financial, including mortgage notes, passive income, private money, and funds. For those of you intrigued by the prospect of making passive income or delving into the secondary mortgage market, Naked Notes is your go-to resource.The Story Behind "Naked Notes"Curiosity got the better of me, and I had to ask Shelby about the origin of their podcast's unique name. She explained that "Naked Notes" is a testament to their commitment to truth and transparency. They strip away the fluff and get down to the nitty-gritty, even discussing deals that didn't pan out as expected. The goal is to encourage listeners to be metaphorically "naked," embracing honesty and authenticity in their financial endeavors. And yes, we did share a light-hearted reminder to keep the clothes on while tuning in!The ABCs of Note InvestingWhen it comes to note investing, Shelby emphasized the importance of education. She recommended Jasmine's Note Assistance Program as a valuable resource for those looking to get their feet wet in this field. With a plethora of communities and resources available, the key is to arm yourself with enough knowledge to navigate the potential pitfalls of note investing.Shelby's Investment JourneyShelby's own investment journey began with a rental portfolio that she aimed to transition into seller finance loans. This exploration led her to the world of note investing and originating notes, a path that many investors seem to follow, moving from renting to focusing on the financial side of real estate.Opportunities Abound for Note HoldersShelby highlighted the significant opportunity presented by alternative investing, which opens doors to avenues not widely recognized in the mainstream. Note investing, in particular, offers multiple exit strategies, providing a stark contrast to traditional real estate's single-exit approach.More Than Just Interest: The Profitable Paths of Note HoldersBeyond earning interest and selling loans, note holders can also purchase non-performing notes at a discount. This allows them to acquire distressed properties as collateral and then profit through various strategies, such as fixing and flipping, renting, or wholesaling.Who Should Tune In to Naked Notes?The Naked Notes podcast is a treasure trove of information for anyone curious about note investing. With 10 seasons under their belt, Shelby and Jasmine have covered a spectrum of topics, from beginner-level discussions to advanced dialogues on private money, hard money funds, and investing in funds.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Buy or Build / Shutdown or Sell with Michael Frew
Jan 31 2024
Buy or Build / Shutdown or Sell with Michael Frew
Navigating the Software Acquisition Landscape: Insights from Michael FrewToday, I'm excited to share with you the valuable insights from one of our recent episodes. I had the pleasure of sitting down with Michael Frew, a seasoned professional who has worn many hats: from developer and engineer to exit consultant and software project acquirer. This conversation was not just enlightening but also packed with actionable advice for anyone looking to dive into the world of software acquisitions.From Coding to Consulting: Michael Frew's JourneyMichael's journey is a fascinating one. He began his career deeply entrenched in the technical side of things, coding and engineering his way through complex software problems. But as his career progressed, he found himself drawn to the business side of software, specifically the niche of software project acquisitions. This transition from a hands-on developer to a strategic exit consultant and acquirer is a testament to the dynamic nature of the tech industry and the opportunities it presents for growth and diversification.The Art of Acquiring Software ProjectsAcquiring software projects is an art form that requires a keen eye for potential and a deep understanding of the market. During our conversation, Michael shed light on the types of projects he's on the lookout for. He's not just after any software project; he seeks out those with untapped potential, those that, with the right guidance and investment, could become real game-changers in their respective industries.Valuing and Structuring Deals: A Delicate DanceOne of the most critical aspects of software acquisitions is the valuation and structuring of deals. Michael and I delved into the complexities of this process, discussing the various factors that come into play when determining the value of a software project. It's not just about the numbers; it's about understanding the project's future prospects, the team behind it, and the problem it solves in the market.Michael also shared his approach to structuring deals, emphasizing the importance of creating win-win scenarios. Whether it's through creative financing, equity sharing, or other innovative deal structures, the goal is always to align the interests of both the buyer and the seller to ensure long-term success.Main Lessons and TakeawaysReflecting on our conversation, several key lessons and insights stand out:Transitioning Roles: The tech industry allows for incredible career fluidity. Michael's transition from developer to exit consultant is a prime example of how one can evolve within the tech space.Acquisition Criteria: Not all software projects are created equal. It's crucial to have a set of criteria to identify those with the potential for growth and success.Valuation Nuances: Valuing a software project goes beyond just crunching numbers. It involves a deep dive into the qualitative aspects of the project and its team.Deal Structuring: Crafting a deal structure is a delicate balance that requires creativity and a focus on mutual benefit.Networking: Connections in the industry are invaluable. Michael's openness to sharing his contact information underscores the importance of networking and collaboration.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Private Money vs Hard Money with Jay Conner
Jan 17 2024
Private Money vs Hard Money with Jay Conner
Today's Deal Scout episode features an eye-opening interview with Jay Connor, a seasoned investor who's mastered the art of private money lending, and you won't want to miss his advice on everything from raising capital to self-directed IRAs.🔑 Main Lessons:Traditional bank loans? Hard money lenders? Forget about them! Jay's approach to funding deals through private money lending is a game-changer. The importance of securing funding BEFORE you dive into real estate deals cannot be overstated. Be prepared, and you'll never miss out on a golden opportunity.🏡 Ideas to Ponder:Private money vs. hard money: Know the difference and why it matters. Building relationships is key. Your next private lender could be closer than you think – in your network, at your golf club, or even at your local Rotary Club. The money should come first, not the deal. With funds ready, you'll bid with confidence and avoid the stench of desperation.🤔 Curiosities to Spark Interest:Did you know that self-directed IRAs can be a goldmine for finding private lenders eager to invest in your deals? There's a world where YOU make the rules for lending, not the other way around. Intrigued? You should be!Jay's also offering his wisdom-packed book, "Where to Get the Money Now," for FREE (just cover shipping). It's not an e-book; it's a real, autographed copy that you can hold in your hands. Grab your copy at jayconner.com/book and unlock the secrets to endless funding for your real estate ventures.Don't miss out on this treasure trove of information. Tune into the podcast and let's make your real estate dreams a reality!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Buy and Hold Family Businesses with Malcolm Peace
Jan 16 2024
Buy and Hold Family Businesses with Malcolm Peace
I've just wrapped up a fascinating conversation with Malcolm Peace, a savvy investor who's got a knack for buying and scaling blue-collar businesses right here in the heart of Texas. I'm thrilled to share some highlights from our latest episode that I'm sure will pique your interest.👨‍👧 Girl Dad & Ironman EnthusiastMalcolm's not just a business whiz; he's a dedicated girl dad and an Ironman athlete. He's crafted a business model that allows him to balance his family life, training, and professional aspirations. It's all about creating a legacy his kids can be proud of while providing an exceptional experience for his employees.📈 Scaling Businesses the Texan WayBorn and raised in Austin, Malcolm has a unique perspective on the bustling Texas economy. He's on a mission to acquire family-owned businesses with a solid community reputation and help them reach new heights through lean scaling.🏭 The Ideal AcquisitionMalcolm's ideal targets are stable businesses with over a decade of history, healthy net margins, and a strong community presence. He's candid about the transition process, aiming for smooth handovers that respect the legacy of the original owners.🚧 Navigating Transition RisksAcquiring a business isn't without its challenges. Malcolm dives into the importance of due diligence, protecting against customer concentration, and the delicate balance of maintaining a business's reputation during the transition.🤝 Building Trust and Treating People WellFor Malcolm, it's not about flipping businesses; it's about long-term stability and creating value. He's all about fostering a culture of trust and humility, ensuring that each business thrives under his wing.🧠 Psychology in LeadershipMalcolm's background in psychology has given him a unique edge in leadership development. He shares how understanding group dynamics and emotional feedback is crucial in counseling and business interactions.🔍 The Search for TalentMalcolm's company is on the lookout for talented individuals who are eager to be part of their long-term vision. They're rolling out an internal development program to groom the next generation of operators who are ready to take the driver's seat in Texas-based businesses.If you're as intrigued as I am by Malcolm's approach to business and leadership, you won't want to miss this episode. Tune in to hear the full story and learn how Malcolm's strategies can inspire your own business ventures.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Buying Blue Collar Businesses with Malcolm Peace
Jan 16 2024
Buying Blue Collar Businesses with Malcolm Peace
I'm thrilled to share with you some of the most fascinating insights from the latest  Deal Scout episode, where I had the pleasure of chatting with Malcolm Peace, a savvy business buyer from Austin, Texas. If you're curious about the world of blue-collar business acquisitions and growth, you're in for a treat!🔍 Finding the Perfect Match: Malcolm is on the hunt for established Texas businesses with revenues between $3 to $12 million. He's got a keen eye for blue-collar industries and is ready to roll up his sleeves to scale these ventures with a touch of tech magic.🛠️ Blue-Collar Business Spotlight: We dove into the nitty-gritty of commercial services and government contracting. Think HVAC, manhole repairs, and the intricate dance of underground wiring. Malcolm's also peeking into manufacturing and logistics – sectors ripe for innovation.📈 Scaling Up the Smart Way: It's all about the playbook! Malcolm shares how aligning his strategies with acquired businesses is key to their joint success. He's the "quasi" family member many owners dream of to carry on their legacy and take their business to new heights.🎯 Setting Ambitious Goals: Like a football coach plotting the next big win, Malcolm emphasizes the importance of clear goals. Whether it's short-term gains or long-term sustainability, having those goal posts in sight is crucial for strategic decision-making.⏳ The Time Factor: We also touched on how time constraints influence business decisions. It's a delicate balance between immediate needs and future aspirations, and Malcolm has some sharp insights on navigating these waters.🔄 Transitioning with Care: The episode wraps up with a heartfelt discussion on the challenges family-owned businesses face when the founder steps back. Building a decentralized business and managing the emotional journey of exiting are topics close to Malcolm's heart.🤝 Let's Connect: Malcolm's ready to talk shop with anyone interested in potential deals. You can find him on LinkedIn, Twitter, or through his company, Tsetserra Growth Partners.I can't wait for you to join us on this episode. It's packed with wisdom for anyone looking to grow their business or step into the world of dealmaking. So, grab your headphones, and let's dive into the art of the deal together!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
What Is Note Investing with Fred Moskowitz
Jan 11 2024
What Is Note Investing with Fred Moskowitz
I'm thrilled to share with you the latest insights from this interview with finance expert Fred Moskowitz on the fascinating world of note investing. If you've ever been curious about how to turn debt into a profitable investment, this episode's is for you!📜 Understanding Note InvestingIn our chat, Fred broke down the concept of note investing, where you essentially become the bank, earning income through mortgage notes secured by real estate. It's a unique way to generate cash flow without the headaches of being a landlord.💡 The Benefits and How to Get StartedWe discussed the allure of steady cash flow and the protection that comes with having your investment backed by tangible assets. Fred shared invaluable tips for beginners on how to deploy capital wisely and the importance of due diligence.🚦 Navigating RisksInvesting isn't without its risks, and note investing is no exception. We covered the potential pitfalls, like defaults or early payoffs, and how to mitigate them with the help of loan servicing companies and thorough research.🔍 Due Diligence Mistakes to AvoidFred emphasized the common errors new investors make during the due diligence process and the significance of having a solid team and the right tools to support your investment decisions.🌎 Investing Near and FarWe explored whether to stick close to home or spread your wings to hotter markets across the country. Fred reassured us that with the right resources, you can confidently invest nationwide without needing to physically inspect properties.🏢 Diverse OpportunitiesAnd guess what? Note investing isn't limited to residential properties. You can apply the same strategies to commercial real estate and even land!🤝 Connect with FredFor those eager to dive deeper or even partner up on a deal, Fred's ready to share his expertise. Check out his website at fredmoskowitz.com or the easy-to-remember giftfromfred.com for a special report on note investing.I hope this peek into note investing has piqued your interest. Remember, knowledge is power, especially when it comes to making savvy investment choices. Tune into the podcast for the full conversation and discover how you can start making your money work for you in the world of note investing.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg