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The Deal Factory

The Deal Factory

著者: Jeff Harkness
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概要

The Deal Factory, powered by 3PG Advisors, brings practical insights from the front lines of mergers & acquisitions, scaling, and exit strategies in the skilled trades and service industries. Hosted by Jeff Harkness, each episode cuts through the jargon and translates complex deal-making into real-world lessons for business owners. With 30 years of experience helping companies create transformational wealth, Jeff and his guests share stories, strategies, and leadership insights to help you scale smarter, build stronger, and exit bigger. This is your seat at the deal table.Jeff Harkness 経済学
エピソード
  • The HR Problems You Don’t Know You Have (Until It’s Too Late)
    2026/02/03

    Today under the Trump Administration, scrutiny regarding labor compliance, immigration practices and employment policies is at an all time high.

    In this episode Jeff sits down with Todd Stanton, founder of Stanton Law and author of The 95% Rule, to break down why most employment issues are not surprises, they’re patterns. Todd shares decades of frontline experience helping business owners navigate HR, compliance, culture, and people problems before they turn into expensive legal battles.

    From holiday parties and company culture to employee handbooks, misclassified contractors, and private equity readiness, this conversation delivers practical, no-jargon insights every growing business owner needs to hear.

    Key Topics Discussed:

    • Why hiring HR often reveals problems, not creates them

    • The “95% Rule” and why most employment disputes are predictable

    • Holiday parties, alcohol, and the hidden legal risks business owners ignore

    • Contractors vs. employees: the costly mistake owners keep making

    • Why culture decisions always come with legal consequences

    • What investors and buyers look for in HR and compliance

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    52 分
  • Are You Happy After the Millions? Why Money with Scale Alone Never Wins
    2026/01/22

    What happens after you make the money? In this episode, Jeff Harkness sits down with longtime mentor and serial entrepreneur Brian Will to unpack why wealth without purpose leads to burnout and how real success is built.

    Brian has built, scaled, and exited businesses across multiple industries, from landscaping and insurance to internet marketing and private equity-backed companies. In this wide-ranging conversation, Brian and Jeff dig deep into the psychology of success, the concept of a “success filter,” and why most entrepreneurs unknowingly sabotage their own growth. They explore the fundamentals that actually drive enterprise value: mindset, data-driven sales and marketing, margin discipline, and cash flow clarity. The episode closes with a powerful discussion on purpose, advisory boards, and why scaling leaders must surround themselves with people who have already been where they’re going.

    Key Discussion Points:

    • Why money alone never creates happiness or fulfillment

    • The “success filter” and how mindset determines outcomes

    • From blue-collar beginnings to multiple exits across industries

    • Why business principles are universal, regardless of industry

    • Passive vs. active growth strategies in the skilled trades

    • Sales teams, data, and why margin matters more than revenue

    • Cash flow, gross profit, and knowing your numbers

    • The difference between peer groups and true advisory boards

    • Finding purpose after an exit, and resetting your compass

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    50 分
  • From a Small Lawn Trailer to $60M: How APHIX Scaled with the Right Partners
    2026/01/06

    Some business owners believe partnering with private equity means losing control. The right partner can do the opposite: alignment, accelerating growth, strengthening culture, and creating generational wealth.

    In this episode of The Deal Factory, Jeff sits down with Allen Sweeney, founder and CEO of APHIX Grounds Maintenance, to unpack his journey from starting a landscape business in high school to leading a $60M, multi-state platform. Allen shares the pivotal decisions that fueled APHIX’s growth: hiring a true CFO earlier than felt comfortable, redefining the company’s name and mission, and ultimately partnering with private equity. Together, Jeff and Allen break down what the partnership process really looks like, how management equity transformed APHIX’s leadership team, and why culture and vision mattered more than capital at every stage.

    Key Discussion Points:

    • Starting a service business in high school and scaling over decades

    • Why APHIX changed its name, values, and mission

    • Hiring a real CFO before “feeling ready”

    • Letting your “Why” unlock your growth

    • Unsolicited offers and valuation surprises

    • What private equity partnerships actually look like in practice

    • Management equity and creating generational wealth for leaders

    • Scaling culture, leadership, and accountability alongside growth

    Chapters:

    0:00 Intro

    1:00 Meet Allen Sweeney & APHIX Grounds Maintenance

    3:40 How Jeff and Allen First Met

    7:00 Starting a Business in High School

    10:00 Why APHIX Changed Its Name and Mission

    14:10 Hiring a CFO Before Feeling Ready

    18:30 Scaling from $8M to $18M in One Year

    22:30 Unsolicited Offers & Valuation Shock

    26:00 Deciding Whether to Take Private Equity

    30:00 Selecting the Right PE Partner

    33:30 Management Equity & Sharing the Win

    38:00 Life After the First Private Equity Deal

    41:30 Leadership Routines & Mental Discipline

    44:30 Growing Leaders Inside APHIX

    47:00 Final Reflections & Closing


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    47 分
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