Investing in Small Businesses For Profit

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 9 October 2020

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies.

We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy.

Join us this week to learn how to build wealth outside of your W2 income.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen

^{Today's Panelists:}

^{Kirk Chisholm | Innovative Wealth}
^{Barbara Friedberg | Barbara Friedberg Personal Finance}
^{Megan Gorman | The Wealth Intersection}

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcast listeners.
0:13.0	Welcome to this week's episode.
0:15.0	Today we have Carl Allen on the show.
0:18.0	How you doing today, Carl?
0:19.0	I'm good.
0:20.0	Kirk, thanks for having me. Good. Good. Well,
0:22.5	we've been looking to fill this void in our interviews lately because we've been trying to find
0:27.0	someone to talk about M&A with companies. We have a lot of people who are real estate investors.
0:32.9	We're bringing people to talk about how to acquire real estate. We don't really talk about
0:36.8	companies.
0:41.5	And I think that's a huge asset class that goes overlooked by way too many people.
0:44.1	So, Carl, what do you tell us a little bit about your background?
0:51.1	I've been a dealmaker for just over 28 years. So I started my career in 92. I went to work for an investment bank on Wall Street. So I was buying and selling businesses
0:54.4	on behalf of some large corporates like GE and Boeing and IBM and Microsoft and those kind of guys.
1:02.4	And then I did that right the way through to the early 2000s, decided to go and get my MBA.
1:09.1	So I went to the University of Chicago, then worked in private equity
1:13.0	in Boston for a while. And we ended up selling one of our portfolio companies to Hewlett-Packard.
1:19.0	And I went along with the deal and became one of Hewlett-Packard's M&A directors, trawling the globe,
1:27.0	you know, buying businesses, some of them in the billions of
1:30.0	dollars. So I was doing all that until 2008 was the first of February 2008. My life completely
	...

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