When Alan Turkus found a business with a mission, he knew he'd found the right fit for the final chapter of his career.

Topics in Alan’s interview:

• Background in book publishing
• Post-MBA career in tech
• Taking a career break to raise his son
• From co-op cashier to co-CEO
• Seeking security through business ownership
• Acquiring a home health and hospice franchise
• Raising equity from search investors
• Retaining a little over 50% ownership
• Structuring with 2 forgivable seller notes
• The advantage of buying a bigger business

References and how to contact Alan:

• LinkedIn
• Interim Healthcare of Twin Cities
• Elliott Edge on Acquiring Minds: 1 Business vs Many: Deciding to Roll Up
• Grant Hensel of Entrepreneurial Capital
• Jacob Hall of Kando Capital
• PROX Capital Group

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter

Edited by Anton Rohozov and produced by Pam Cameron

Brendan Burdette and Ryan Conner have launched personal guarantee insurance to enable more — and stronger — SBA buyers.

Register for the webinar:

• Score It or Skip It: A Framework for Fast Deal Evaluation - Thu, Jun 11 - https://bit.ly/3Q1D9qM

Topics in Brendan & Ryan’s interview:

• Psychological weight of the personal guarantee
• Building a personal guarantee insurance product
• Taking the risk from a 10 to a 5
• Sequence of events after default
• Targeting mid to late career operators
• Premiums decrease over time
• Balancing risk between unequal partners
• Solving the seller rollover conflict
• Philosophy of “skin in the game”
• How they hope this affects ETA ecosystem

References and how to contact Brendan & Ryan:

• Brendan Burdette’s LinkedIn
• Ryan Conner’s LinkedIn
• Personal Guarantee Insurance

Get complimentary due diligence on your acquisition's insurance & benefits program:

• Oberle Risk Strategies - Search Fund Team

Work with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:

• Pioneer Capital Advisory

The ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:

• The Acquisition Lab

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter

Edited by Anton Rohozov and produced by Pam Cameron

Greg Shapiro & Zach Cooper-Vastola are building a long-term, compounding business they see as the anti-PE of the trades.

Register for the webinar:
Franchising for the ETA Buyer: Resales, Roll-Ups, and Real Deals - TODAY - https://bit.ly/49sKF4H

Topics in Greg and Zach’s interview:

• Founders combined technical and financial expertise
• Shifted from SaaS to long-term ownership
• Acquired century-old Manhattan HVAC company
• High cost and complexities of New York market
• Avoided SBA limits to scale acquisitions
• What “Anti-PE” means to them
• Digitization takes longer than you think
• Living lean on low salaries
• Predicting HVAC roll-up market shakeout ahead
• Influence and investment from Will Thorndike

References and how to contact Greg and Zach:

• Hickory
• Greg Shapiro LinkedIn
• Zach Cooper-Vastola LinkedIn
• Will Thorndike
• Steve Carroll on Acquiring Minds: ETA Unicorn: $1 Billion in Revenue in 5 Years

Get a complimentary IT audit for acquisition diligence or post-close transition.

• Visit inzotechnologies.com/eta.

The ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:

• The Acquisition Lab

Get complimentary due diligence on your acquisition's insurance & benefits program:

• Oberle Risk Strategies - Search Fund Team

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter

Edited by Anton Rohozov and produced by Pam Cameron