23 Jul Deal Studio: Beyond the CRM
Most CRM systems track activity. The best systems help you make better decisions. Join us to see how Deal Studio connects leads, sales, relationships, and...
Most CRM systems track activity. The best systems help you make better decisions. Join us to see how Deal Studio connects leads, sales, relationships, and...
In this episode the hosts analyze a high-margin Amazon agency for sale while a veteran business broker reveals how buyers can win—or lose—competitive acquisition deals...
This week, we got practical about protecting confidential information across a broker's real workflow: how leaks actually happen, what 'reasonable security' looks like when a...
It’s not the obvious path from Fortune 500 digital marketing to buying a direct mail business. But today’s guest saw something most people missed. Brian...
In this episode the hosts break down exactly how they evaluate private investment opportunities as limited partners, revealing what makes them say yes—or pass—on search...