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

In this episode of the M&A Mastermind podcast, Matt Gilbert, a founding partner of Gap Transaction Advisors, shares his extensive experience in the M&A industry. He discusses the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Matt emphasizes the need for a thorough discovery phase to understand client readiness and expectations, the significance of trust and communication throughout the process, and the strategies for managing client relationships effectively. He also highlights the importance of monitoring progress and achieving goals to ensure successful transactions.

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:

• Alignment between advisors and clients is crucial for successful M&A transactions.
• Understanding the emotional side of selling a business is essential.
• Past experiences shape the way advisors’ approach new clients.
• A thorough discovery phase helps in understanding client readiness.
• Listening to clients and adapting to their needs is key.
• Trust is foundational in the advisor-client relationship.
• Effective communication is vital throughout the transaction process.
• Managing expectations can prevent surprises during the deal.
• Monitoring business performance is necessary to achieve exit goals.
• Building strong relationships with clients leads to better outcomes.

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 M&A and Personal Experiences

03:01 The Importance of Alignment in M&A Transactions

06:07 Lessons Learned from Past Exits

09:02 Understanding Client Readiness and Expectations

12:06 The Discovery Phase: Building Relationships

14:46 Adapting to Client Personalities

17:58 Balancing Professional Judgment with Client Desires

21:07 The Role of Trust in Advisor-Client Relationships

24:00 Communication Strategies During the Process

27:03 Managing Expectations and Surprises

30:10 Monitoring Progress and Achieving Goals

32:47 Final Thoughts and Closing Remarks

Keywords: M&A, alignment, client readiness, trust, communication, exit strategies, business valuation, advisor-client relationship, transaction process, personal experiences