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Inspired Or Acquired
Clint Fiore, Patrick Dichter
54 episodes
1 month ago
The show where business owners get a valuation and share if they would sell or want to hold on. Real conversations, real numbers, real life.
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Entrepreneurship
Business
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All content for Inspired Or Acquired is the property of Clint Fiore, Patrick Dichter and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The show where business owners get a valuation and share if they would sell or want to hold on. Real conversations, real numbers, real life.
Show more...
Entrepreneurship
Business
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Mark & Katie Fleming - Building A Unique Equity Partner HoldCo For Acquisitions
Inspired Or Acquired
53 minutes
3 months ago
Mark & Katie Fleming - Building A Unique Equity Partner HoldCo For Acquisitions

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.

Owner Actions: https://owneractions.com/
Owner Action on TikTok:  https://www.tiktok.com/@owneractions
Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/  
Eversite - show sponsor & digital marketing: Eversite.com/inspired
Clint Fiore & Dealonmy: https://www.dealonomy.com/
Patrick Dichter & Appletree: https://appletreebusiness.com/

Inspired Or Acquired
The show where business owners get a valuation and share if they would sell or want to hold on. Real conversations, real numbers, real life.