David C Barnett Small Business and Deal Making M&A SMB

#BuyingABusiness #ProprietarySearch #Entrepreneurship #SmallBusiness #BusinessAcquisition ***New Video Alert! Forbes magazine shares a secret that increases your odds of getting an interview by 115%. AND- it applies directly to those looking to buy a business as well. Check it out in this week’s new video: https://youtu.be/5Nt8QvY1hX4 Cheers See you over on YouTube David C Barnett #smallbusiness #mergersandacquisitions #M&A Get a job in a business you want to buy: https://youtu.be/oTObbWYtkl0 * CHAPTERS 00:00 Introduction 01:20 Why Buying a Business is Like Job Hunting 03:30 The Forbes Article | Tailored Resumes & ATS Filters 06:10 Parallels Between Job Search & Proprietary Business Search 08:00 First Impressions & The Buyer Resume 11:00 Gatekeepers, Brokers & Getting Ghosted 13:00 Clarity and Focus in Your Business Search 16:30 Why “Spray and Pray” Doesn’t Work 20:00 Standing Out in a Crowded Buyer’s Market 22:30 Defining Your Ideal Business Profile 25:00 Building Credibility with Sellers & Lenders 28:30 Avoiding Common Pitfalls in Outreach 31:00 Case Study | Hiring My Own Analyst 34:00 Tailored Outreach vs. Mass Emails 37:00 Lessons from John Bly & CPA Firm Acquisitions 40:00 Practical Steps for Proprietary Search Success 44:00 Building Sales & Business Experience Before Buying 47:00 How to Customize Your Buyer Pitch to Sellers 50:00 Why You Must Impress Business Owners First 53:00 Wrapping Up | Job Search Lessons for Business Buyers 56:00 Resources for Buyers & Sellers | BusinessBuyerAdvantage.com #BuyingABusiness #Entrepreneurship #BusinessAcquisition #SmallBusiness #ProprietarySearch #BusinessBuyerAdvantage #EntrepreneurshipTips #DealMaking #BusinessGrowth #ExitStrategy #businessstrategy ** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

From Barista to Wealth Planners for Small Business Owners New Interview guest- Brandon & Amanda Neely CFP. I’m happy to have The Neeley’s join me for a one-on-one interview! They’ve got experience running a small business just like yours or the one you might run one day. Tune in and as we’ll be discussing the story of tragedy in their business, how they recovered and what they learned from my latest book. This is a ‘must see event’ for anyone who owns or will own a business one day. Set yourself a reminder on YouTube here: https://youtu.be/1H4uPZ9r1s0 It will be going live Monday September 29, 2025 at 1 PM Atlantic Time 12 Noon Eastern Time See you there! David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

***New Video Alert! 12 Million Baby-Boomer owned businesses up for sale in 2025!!! Must be a great opportunity, right? Hold your horses cowboy. There are a few things you need to know about first. Check it out in this week’s new video: https://youtu.be/yK-2Rgpbpmw Cheers See you over on YouTube David C Barnett *** 0:00 Introduction – Why gold & silver matter for small business 1:20 The hidden impact of inflation on business owners 3:10 Why gold and silver protect purchasing power 5:45 How precious metals diversify your wealth 7:30 Risks of ignoring gold & silver in financial planning 9:15 Practical advice for entrepreneurs using gold & silver 11:00 Final thoughts – Building wealth protection strategies #Gold #Silver #Inflation #WealthProtection #SmallBusiness #Investing #PreciousMetals #FinancialFreedom #MoneyTips #Entrepreneurship **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Nosebleed commodity prices New Livestream guest- David Morgan I’m happy to have David join me on a live broadcast. I was going to have David on to discuss how he evaluates the worthiness of mining stocks. It’s all about proven reserves and extraction costs. But hey, Gold is hitting all-time highs and silver is on a tear so we’d better just talk about that too, right? This is a ‘must see event’ for anyone who might do some investing some day. Find David on LinkedIn at https://www.linkedin.com/in/thedavidmorgan/ Find his website at https://www.themorganreport.com/dcb **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Customer Concentration Risk ***New Video Alert! I’ve been making YouTube videos for 11 years and this is the first one about customer concentration?? Today, we fix that and look at this from all points of view. Sellers Buyers Bankers Check it out in this week’s new video: https://youtu.be/1t-MdRHTijQ Cheers See you over on YouTube David C Barnett #smallbusiness #mergersandacquisitions #M&A #CustomerConcentration #BusinessAcquisition #BusinessValuation #ExitStrategy #DealStructuring #SmallBusinessRisks #EntrepreneurshipTips #BusinessBuyerAdvantage #SmallBusiness #Entrepreneurship #BusinessGrowth #BusinessStrategy #FinancialFreedom #BusinessPodcast #BusinessCoaching #StartupTips *** 0:00 Intro 01:15 What Is Customer Concentration Risk? 03:40 Why Customer Concentration Matters in Small Business 06:10 Buyer’s Perspective | Risks of Losing a Major Customer 09:05 Seller’s Perspective | Why Many Owners Overlook the Risk 12:30 Lender’s Perspective | SBA Rules & Financing Challenges 15:20 Real-World Examples of Customer Concentration Problems 19:45 Deal Structures Buyers Use to Manage Concentration Risk 23:50 Strategies for Sellers | Reducing Concentration Before Exit 27:15 Industry Concentration vs. Customer Concentration 30:40 Switching Costs & Customer Stickiness Explained 34:20 What If a Business Has Only One Customer? 37:50 How Customer Concentration Affects Business Valuation 41:30 Risk Mitigation | Earnouts, Seller Financing & Holdbacks 45:00 Long-Term Solutions for Buyers and Sellers 48:10 Final Thoughts | Why Diversification Protects Business Value 49:30 Resources for Buyers & Sellers | BusinessBuyerAdvantage.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Live Trademarks, Patents and Franchise Investing New Livestream guest- Jeff Holman I’m happy to have Jeff Holaman join me on a live broadcast. Jeff has 20+ years of experience solving complex business and legal problems for entrepreneurs and companies in growth phases. Tune in and we'll be discussing having your very own attorney on staff! Well, part of one anyways. We’ll also be talking about patents, trademarks and the effects of tariffs on e-commerce businesses. This is a ‘must see event’ for Franchise Investors & Operators, Entrepreneurs. Find Jeff on LinkedIn: https://www.linkedin.com/in/holman/ Jeff's website: https://www.linkedin.com/in/holman/ You may also enjoy this video I did about IP and Brand value in small business: https://youtu.be/0CcQV2yiycI

This discussion illuminates the crucial concepts of depreciation and capital expenditures in business transactions. Misinterpretations can lead to costly pricing mistakes for buyers and sellers. The conversation emphasizes the significance of understanding replacement costs over mere financial metrics. Listeners also gain insight into how these elements impact business valuation, particularly in small enterprises. It's a solid reminder that clarity is key to successful deal-making!

Soothe growing pains with a fractional COO New Livestream guest- Ashish Gupta I’m happy to have Ashish join me on a live broadcast. He’s got operational experience in making things go smoothly across a great array of business sizes and types. Tune in and as we’ll be discussing how a growing business can take advantage of a fractional Chief Operating Officer while controlling costs vs. having a full time expert on staff. This is a ‘must see event’ for anyone growing quickly in their business or who knows they suffer from bottlenecks and clients who regularly ‘slip through the cracks’ of how you would like them to be served. Be sure to join live so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: https://youtube.com/live/I9HhK21cdr0 We’ll be going live September 08, 2025 1 PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

**** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

***New Video Alert! Confused by some of the terms you come across? This week, I run down a list of the top 10 SMB deal making terms you need to understand to avoid bad deals. Even if you believe you’re experienced, you may learn a thing or two in this week’s video: https://youtu.be/xVU_HofGDys Cheers See you over on YouTube David C Barnett #businessbroker #bizbroker #businessbrokers #smallbusiness #mergersandacquisitions #smallbiz #buyabusiness #sellabusiness #M&A #terms #definition