BizNexus Roundup
BizNexus
AI breakdowns of key real-time business acquisition data and niche industry reports.
Real human interviews & tips from the trenches of business acquisition, growth & sale.
We aim for value, efficiency & fun, so you'll walk away with something useful to take with you along the journey of buying, growing & selling a business.
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Top 10 BizNexus Roundup Episodes
Goodpods has curated a list of the 10 best BizNexus Roundup episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to BizNexus Roundup for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite BizNexus Roundup episode by adding your comments to the episode page.
Lower Middle Market Deal Sourcing: A Strategic Guide for 2025
BizNexus Roundup
12/23/24 • 19 min
This Biznexus article provides a strategic guide to sourcing deals in the lower middle market (LMM) for 2025. It highlights the opportunities presented by the LMM, including a large pool of capital seeking smaller investments and business owners looking for exit strategies.
The article also addresses key challenges like market fragmentation and limited data visibility, emphasizing the need for sophisticated strategies. Solutions discussed include leveraging new technologies like AI-powered platforms, developing proprietary networks, and implementing systematic outreach programs.
Ultimately, the piece advocates for a balanced approach combining cutting-edge technology with traditional relationship building to achieve success in LMM deal sourcing.
Get the full story here:
https://www.linkedin.com/pulse/lower-middle-market-deal-sourcing-strategic-guide-2025-biznexus-dehle/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
12/31/24 • 22 min
This McGuireWoods article advises single-family offices (SFOs) considering direct private equity-style investments. It emphasizes five key strategies: partnering with experienced independent sponsors to access deal flow; prioritizing deal sourcing and adhering to investment criteria; considering co-investing with experienced partners to learn and mitigate risk; leveraging existing industry knowledge; and hiring expert advisors across various fields for due diligence and beyond.
The article highlights the challenges and complexities of direct investing for SFOs and offers practical solutions to navigate these hurdles successfully. It features advice from several industry professionals.
Explore that full report here:
https://www.mcguirewoods.com/client-resources/alerts/2019/8/strategies-family-office-contemplating-direct-investments/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
11/13/24 • 23 min
Today we speak with guest Eric Owens, CEO & Co-Founder of App Business Brokers, one of the pioneers in the mobile app business brokerage space since the early 2000s.
Eric dives into the world of acquisition financing solutions specifically available in the mobile-app acquisition space, exploring funding options available and opportunities for financing eCommerce, SaaS, apps, and startup acquisitions moving forward. Eric shares insights on current funding resources, including eCom acquisition lenders, SaaS capital providers, and growth funding for app developers, and his thoughts on new opportunities in app acquisition financing—a space ripe for innovation.
About Eric
Eric Owens is a seasoned internet entrepreneur with a career spanning over two decades, beginning in 1998. With extensive expertise in brokering the sale of internet businesses and mobile apps, Eric specializes in the acquisition and sale of app-based businesses, eCommerce (including Amazon businesses), and SaaS companies. Over the years, he has successfully launched multiple products and companies, both for himself and his clients, generating millions of dollars in online sales. Eric’s comprehensive knowledge and experience make him a trusted advisor in the digital acquisition space, guiding entrepreneurs through the intricacies of buying and selling online businesses.
Connect with Eric on Linkedin: https://www.linkedin.com/in/ericowens/
About AppBusinessBrokers
App Business Brokers is a leading resource for entrepreneurs looking to buy or sell online businesses. As the first innovator in an increasingly popular field, they specialize in connecting buyers with established digital ventures that have already proven their worth in the marketplace. App Business Brokers understands that businesses are more than just transactions; they're opportunities for individuals to expand their dreams and reach new heights
App Business Brokers is dedicated to helping entrepreneurs find the right opportunity to take their ambitions to the next level, whether they're looking to acquire a thriving online business or sell their digital venture for maximum value.
Learn more @: https://www.appbusinessbrokers.com/
Podcast Links & Convo Recap
Current acquisition financing:
- eCom acquisition funding - multiple resources, contact Eric directly
- https://www.boopos.com/
- https://www.ecommercelending.com/
- https://fullyfundable.com/
- eCom growth funding - https://clearbanc.com/
SaaS growth funding:
Cashflow funding sources for apps (for sellers looking to grow, not for acquisition financing)
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
04/04/25 • 17 min
Key Ideas and Facts:
The AI breaks down a recent LinkedIn post by Ben Kelly (and the comments) about his zero-money down business acquisition process.
- Background: Ben Kelly acquired three businesses (SaaS, Nail Salon, and Web Design) while working as a W-2 employee. He claims to spend only 2 hours per week on one of them, and none on the other two.
- SaaS Company: Revenue - $1,318,163, Cash Flow - $150,000, Weekly Effort - 2 hours
- Nail Salon: Revenue - $1,124,889, Cash Flow - $30,000, Weekly Effort - None
- Web Design Company: Revenue - $256,667, Cash Flow - $10,000, Weekly Effort - None
- 8-Step Acquisition Strategy: The post outlines an 8-step strategy for acquiring a small business while employed:
- SBA Loan Application: Apply for an SBA loan at a bank, providing a business plan, W-2 pay stubs, tax returns, and a personal financial statement.
- Financial Audit: Audit Profit and Loss statements (P&Ls) and tax statements. Kelly suggests offering an accountant 2.5% equity in the business in exchange for their services.
- Seller Communication: Understand the seller's motivation, prioritizing retiring owners with well-built businesses. "I love buying from retiring boomers because I know their businesses are usually built well & the reason for selling isn't to do with a business flaw."
- Private Investor Search: Find a private investor, potentially through your network or LinkedIn.
- Financial Analysis and Offer: Analyze Seller's Discretionary Earnings (SDE), which Kelly equates to cash flow. Make an offer of 2.3x the SDE. "If SDE is $1M, make an offer of $2.3M."
- SBA 7a Program and Investor Equity: Use the SBA 7a program where a private investor covers the 10% down payment on the loan in exchange for a 15% equity stake (a 50% equity bonus on their 10% down payment). "Essentially, they get 15% equity for paying 10% down. You're $0 out of pocket."
- Business Management: Implement changes to run the business "passively" using employee bonus schemes, hiring a general manager, and building out systems. "Your staff are incentivized and able to run daily operations without you being there."
Find that full post here: https://www.linkedin.com/feed/update/urn:li:activity:7295804728960028672/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
M&A Market Outlook from RKCA
BizNexus Roundup
04/02/25 • 16 min
RKCA, an investment bank focused on privately-held lower middle market businesses, presents its outlook for the 2025 M&A market. The firm anticipates a strong year driven by significant private equity dry powder and increasing activity from family offices and individual investors.
While senior lenders are cautious and the cost of capital has risen, "quality" companies with strong financials, documented processes, experienced management, and resilience will command premium valuations.
RKCA advises business owners considering a sale to begin preparation early, emphasizing that a proactive and well-managed process yields the best results. They offer services to evaluate businesses and guide owners through various transaction scenarios, aiming for client success.
Find information on RKCA Investment Banking here: https://www.linkedin.com/company/rkca/posts/?feedView=all
Find the full post here: https://www.linkedin.com/posts/rkca_rkca-2025-ma-market-outlook-activity-7298444358574358528-pBBO?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
Taking a look inside Bruce Mark's Transaction Brain - LinkedIn
BizNexus Roundup
03/31/25 • 12 min
Here’s a condensed version under 1,700 characters:
SBA Financing for Partial Acquisitions
This post explores using SBA 7(a) loans to acquire 88% of a company, with the seller retaining a minority stake. Bruce Marks states, "So there you have it, a stock sale for the purchase of 88% of an existing business, funded by an SBA Loan," demonstrating its feasibility.
Synergistic Acquisition
The deal aims to create a stronger combined business through:
- Operational Synergies: Cost savings and process efficiencies
- Strategic Synergies: Market expansion and competitive positioning
- Financial Synergies: Improved profitability and cash flow
Deal Structure & Seller Financing
- Equity Injection: $1,100,000
- Seller Notes: $4,000,000 (39% of the deal) – critical to making the deal work
- SBA Loan: $5,000,000 + $700,000 Pari Passu Loan
Contingent Seller Notes vs. Earn-outs
"SBA does NOT allow for 'earn-outs' but does allow for 'Contingent' Seller Notes," ensuring compliance.
Valuation & Sale
The buyer paid 6x EBITDA ($2M avg. past 3 years)—a standard multiple in the insurance industry. While this was a stock sale, Neal Patel notes that asset sales can also facilitate equity rollovers.
Personal Guarantees & Equity Concerns
- No PG required if seller owns <20% post-close (Patel)
- The seller’s 12% stake (~$1.5M value) vs. buyer’s 88% ($1.1M) often causes deal friction (Adhikari)
Conclusion
This case study illustrates SBA-backed acquisitions with seller equity rollovers, highlighting structuring strategies, compliance considerations, and financial implications.
Read that full post here: https://www.linkedin.com/posts/bruce-marks-mba-cmaa-7938b67_wssbruce-im-looking-to-acquire-88-of-activity-7282422490096660481-QTrR?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAB93fwBBqpG4EyWpoMTT0FThJ1EDPH5rg8
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
Seven Ways Family Offices are Different from Other Buyers of Lower Middle Market Companies
BizNexus Roundup
01/01/25 • 18 min
This article from Akoya Capital discusses seven key differences between family offices and other investors in lower middle-market companies. Family offices possess a longer-term investment horizon, often stemming from their unique family wealth creation experiences. Their internal structures are diverse and complex, reflecting varied family member goals and needs. Investment strategies vary widely, sometimes favoring industries connected to the family's original wealth and other times prioritizing diversification.
Active involvement in portfolio companies is common, alongside a desire to minimize fees. However, access to suitable deals can be challenging, often requiring leveraging networks and partnerships. Finally, co-investing with other entities is a common strategy to mitigate risk and gain expertise.
Dive into the full article here:
https://akoyacapital.com/articles/seven-ways-family-offices-are-different-from-other-buyers-of-lower-middle-market-companies/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
SBA History
BizNexus Roundup
04/09/25 • 13 min
The SBA 7(a) loan program has undergone significant transformations over the past two decades, adapting to technological advancements, economic crises, and evolving policy priorities. While recent changes aimed at simplification and accessibility show promising early results, the program faces potential challenges related to its zero-subsidy funding model and rising default rates.
The future trajectory of the SBA 7(a) program remains uncertain, with stakeholders closely watching how these factors will shape its evolution and its ability to continue serving as a vital source of capital for small businesses. The concerns raised by Sterling Birdsong underscore the importance of ensuring the program remains accessible to a diverse range of entrepreneurs, particularly those who may face traditional barriers to financing.
Find more information on that here: https://x.com/SBA_Ray/status/1873416856394170440
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
04/08/25 • 17 min
According to Forbes, an increasing number of individual buyers are entering the business acquisition market, yet the supply of quality businesses for sale has not kept pace. Despite heightened demand, median sale prices have only modestly increased, partly because the anticipated wave of Baby Boomer-owned businesses hasn't fully materialized.
Social media trends promoting unrealistic acquisition strategies and the rise of inexperienced individuals mislabeling themselves as "Searchers" contribute to confusion and inefficiency. Furthermore, securing financing remains challenging for many individual buyers, and online communities of novice buyers often lack helpful expertise.
Ultimately, practical experience and targeted learning from established experts are crucial for successful business acquisition, outweighing formal education or self-proclaimed titles.
Read that full article here: https://www.forbes.com/sites/richardparker/2025/02/17/individual-business-buyers-are-flooding-and-messing-up-the-market/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
12/29/24 • 23 min
This PwC report analyzes the mergers and acquisitions (M&A) activities of US family offices. Family offices are increasingly investing in smaller, growth-oriented companies, particularly in technology, biotechnology, and TMT sectors, shifting away from traditional real estate investments.
The report highlights the complexities of these deals, including tax, regulatory, and cybersecurity considerations, especially in cross-border transactions. Recommendations emphasize the need for flexibility, adaptability, and robust governance structures to navigate these challenges and achieve long-term investment success. PwC underscores the importance of due diligence and strategic partnerships in this evolving M&A landscape.
Uncover the full details here:
https://www.pwc.com/us/en/services/audit-assurance/private-company-services/library/family-offices-deals-market.html
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
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FAQ
How many episodes does BizNexus Roundup have?
BizNexus Roundup currently has 79 episodes available.
What topics does BizNexus Roundup cover?
The podcast is about Entrepreneurship, Private Equity, Podcasts, Business and M&A.
What is the most popular episode on BizNexus Roundup?
The episode title 'Due Diligence 101 - Virtual Data Room Overview, Tips and Tactics with Estelle Black' is the most popular.
What is the average episode length on BizNexus Roundup?
The average episode length on BizNexus Roundup is 19 minutes.
How often are episodes of BizNexus Roundup released?
Episodes of BizNexus Roundup are typically released every 2 days.
When was the first episode of BizNexus Roundup?
The first episode of BizNexus Roundup was released on Feb 25, 2021.
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