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Every PE-backed company is “undergoing a transformation.” It’s become the universal excuse for underperformance: “We’re not hitting plan... but we are transforming!” Let’s decode what that usually means: – Hired a CFO who finally built a budget – Fired the founder (again) – Finance moved from Excel v95 to NetSuite
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I’d start with buyers. And I definitely wouldn’t copy what exists today, because the current SMB brokerage landscape is terrible. Let’s be honest: The average business broker today is either: — A retired accountant who thinks they understand dealmaking because they did a few taxes — An attorney who’
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AI is already writing emails, building decks, writing copy, designing ads, optimising media… and it’s only getting better. What used to be a 15-person team doing grunt work across SEO, SEM, cold outreach, and reporting? Now it’s a prompt and a feedback loop. But the interesting bit isn’
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There’s a whole ecosystem now built on one promise: “You can buy a business with no money down and become financially free in 12 months.” It sounds like M&A. It looks like private equity. But it behaves like a multi-level marketing scheme. Because here’s what’s
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If even three of these sound familiar, congratulations: You’re funding someone else’s lifestyle while your growth flatlines. Let’s begin: 1. They lock you into long-term contracts If they were confident in their work, you wouldn’t need handcuffs. 2. They control your ad accounts, website, and analytics
Everyone knows something big just happened, but most people have no idea what it actually means. Back then, the iPhone launched. And suddenly, every company was scrambling to “go mobile.” - Mobile-friendly websites - Mobile CRM dashboards - Shrunk-down apps that did less, looked worse, and cost more to build
theses
Buying a home services business? Still a smart play. You get: – Non-discretionary demand – Fragmented competition – Predictable cash flows – And plenty of exit paths (especially if you stack a few trades together) But here’s a better question PE firms should ask: What if instead of owning a service company... you
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If I could only fix one thing in a home services business, it wouldn’t be sales. It would be the lead funnel. Because the best home services businesses aren’t just good at closing, they’re built like lead conversion machines. Full-funnel, operationally disciplined, and margin-obsessed. We mapped the
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Here’s the dirty secret of private equity: Most firms don’t actually know how they’re going to exit a deal when they buy it. Oh sure, they’ve got some ideas. “Maybe a strategic will pick it up.” “Could be a tuck-in for a bigger platform.” “Or maybe
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No “proprietary IP” nonsense. Just out in the open for anyone to use. Why? Because in 2025, opacity isn’t a competitive advantage, it’s a liability. Most funds still act like their diligence framework is the nuclear codes. The truth? Everyone’s using the same ingredients: hire a CRO,
life
Never heard of him? Think of him as the Vince Lombardi of English football... if Lombardi had a sharper tongue, a bigger ego, and had won the Super Bowl with a team no one had heard of. Clough didn’t manage the big-name clubs. He took small, under-resourced, overlooked teams
theses
Morbid margins, minimal tech, and a $100B generational wealth transfer. The funeral industry is one of the last remaining consumer sectors untouched by modern technology. It’s awkward, analog, and full of friction. And that’s exactly what makes it interesting. Let’s start with the basics: the average cost