In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Mike Garrison, founder of the Strategic Referral Team, about the significance of predictable referrals in the M&A industry. They discuss the challenges faced by M&A advisors in obtaining referrals, the importance of being interesting and authentic in marketing, and how personal passions can enhance business connections. Mike emphasizes the need for continuous self-development and the role of effective communication in building strong client relationships.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Referrals are a crucial lead generator for M&A advisors.
• Successful M&A professionals should receive referrals from past clients.
• Many referrals occur without the advisor's knowledge.
• Being interesting online is essential for attracting referrals.
• Authenticity in marketing helps in building trust with clients.
• Personal passions can lead to valuable business connections.
• Continuous self-development is necessary for scaling referrals.
• Clients should love meeting and working with their advisors.
• The sales process in M&A is often lengthy and requires relationship building.
• Referrals are not a universal system; they require personal branding.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Predictable Referrals

01:15 The Importance of Referrals in M&A

02:08 Understanding the Referral Process

04:03 Challenges in Obtaining Referrals

07:34 Becoming Interesting to Generate Referrals

10:29 Authenticity in Marketing and Referrals

12:12 The Role of Passion in Business Connections

16:41 Self-Development and Continuous Learning for Success

Keywords: M&A, referrals, business growth, networking, marketing strategies, self-development, authenticity, client relationships, sales process, value acceleration

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude.

Matt shares his insights on defining success, living authentically, and the necessity of embracing discomfort in the pursuit of personal and professional growth. In this engaging conversation, Matt LeBris shares insights on resilience, personal branding, and the importance of perspective in overcoming life's challenges. He emphasizes the need to embrace our human experiences, learn from failures, and recognize the value of our unique personal brand. Through metaphors of surfing and sports, he illustrates how to navigate the ups and downs of life and business, ultimately encouraging listeners to step into discomfort for growth.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Matt LeBris aims to impact a billion lives through his work.
• Overcoming adversity is a key theme in Matt's journey.
• Gratitude plays a significant role in personal growth.
• Success is not a straight path; it's filled with ups and downs.
• It's essential to live a life true to oneself, not for others.
• Embracing discomfort can lead to growth and opportunity.
• Podcasting has become a platform for deeper conversations.
• Helping others transition to the next phase of life is rewarding.
• Identifying personal success is crucial for fulfillment.
• It's always the right time to start over if you're unhappy. Know what's coming and learn to ride the waves.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Matt LeBris and His Mission

01:29 The Journey to Impacting a Billion Lives

09:12 Overcoming Adversity: Matt's Background

16:00 Transforming Pain into Purpose

25:05 Defining Success: Insights from the Podcast

30:08 Living Authentically: Pursuing Your True Path

30:36 Riding the Waves of Life

36:02 Building Resilience Through Experience

42:09 The Power of Perspective

46:04 The Importance of Personal Branding

Keywords: Matt LeBris, M&A Mastermind, podcasting, entrepreneurship, overcoming adversity, success, personal growth, impact, Tony Robbins, Shark Tank, resilience, personal branding, perspective, life lessons, M&A, success strategies, overcoming challenges, self-awareness, growth mindset, emotional intelligence

In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Bentley Blackmon, founder and CEO of Navitor Wealth, about the critical role of wealth advisors in the M&A process. They discuss the importance of family office services, the timing of exit conversations, and the necessity of pre-transaction planning. Bentley emphasizes the value of conducting thorough financial analyses and tax considerations for clients post-sale.

The conversation also touches on the dynamics of family wealth management and the challenges faced during the post-transaction phase. Overall, the episode highlights the need for strategic planning and collaboration among advisors to ensure successful outcomes for clients.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Wealth advisors play a crucial role in M&A transactions.
• Family office services integrate various financial aspects for clients.
• Timing the exit conversation is essential for effective planning.
• Pre-transaction planning can lead to significant tax savings.
• Understanding the client's financial needs post-sale is vital.
• M&A advisors should be involved early in the process.
• The importance of fiduciary responsibility in wealth management.
• Family dynamics can complicate wealth transfer discussions.
• Post-transaction chaos can be mitigated with proper planning.
• Educating clients on investment opportunities post-sale is beneficial.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Wealth Advisory Services

04:41 Timing the Exit Conversation

09:02 The Importance of Pre-Transaction Planning

12:27 Differentiating Navitor Wealth

16:25 Conducting a Financial Analysis for Clients

19:26 Tax Considerations Post-Sale

21:25 The Role of M&A Advisors

23:26 Navigating Post-Transaction Chaos

30:33 Family Dynamics in Wealth Management

32:54 Final Thoughts and Resources

Keywords: wealth advisor, family office, M&A, financial planning, tax strategy, exit planning, business sale, fiduciary services, financial analysis, generational wealth