Archive for category: Podcast

We welcome back a familiar voice, Jason Moxness, who recently transitioned from a long banking career into the business brokerage world. Jason, a well-known figure in the banking and SBA sector, joins Apex as a knowledgeable advisor and shares his insights on navigating economic challenges such as tariffs, which have both positive and negative impacts on businesses.

Listeners will learn from Jason’s inspiring journey, spanning over 32 years in finance, where he honed his expertise in lending and SBA operations, to his new role in business brokerage. This episode dives into the personal relationships and networking strategies that have been instrumental in Jason’s early success at Apex, including his impressive first deal which closed in record time.

Join the conversation as Jason shares key stories of his first successful deal under the Apex banner, the role economic elements played in fast-tracking transactions, and how his vast network of financial and banking contacts continues to drive referrals and growth in his new career path. Whether you’re interested in finance, business brokerage, or industry trends, this episode promises insightful discussions and valuable takeaways.

Andy and Doug dive into the complexities of deal closings, discussing the dynamics and challenges that come with the territory. Listeners are taken through the journey of recent closings, including a rapid cash deal that concluded in under two weeks and the hurdles associated with a protracted six-month deal.

We explore the role of cash buyers in the current marketplace and the speed and efficiency they bring to transactions. Mainly, we delve into the shifting economic landscape and its influence on business sales, examining how tariffs and SBA loan changes are affecting buying and selling decisions.

With a reflective look at the past, including the 2009 financial crisis and the COVID-19 pandemic, Doug and Andy share insights into how businesses have adapted to challenging times. They also discuss current trends, such as the strong demand for business services and the evolving landscape concerning lending practices and governmental regulations.

Whether you’re a seasoned investor or new to the world of business transactions, this episode provides valuable insights and updates on the latest in deal-making and the business brokerage world.

Discover the differences between corporate-led acquisitions and buying a business on a personal level. Andy and Doug highlight the challenges faced by individuals used to having large teams and resources at their disposal as they venture into entrepreneurship. The conversation sheds light on the nuances of due diligence, asset versus stock purchases, and the critical mindset shift required to succeed in this new, competitive landscape.

Listeners will gain valuable insights into the strategic approach necessary for evaluating smaller acquisitions, the importance of adapting one’s expectations, and the reality of building a support network when corporate safety nets are absent. Whether you’re an experienced professional looking to own your venture or someone interested in the intricacies of business acquisition, this episode provides a roadmap to navigating the complexities of buying and running your own business.

This episode features “Friend of the Show” Jason Terry back once again to share his wealth of experience in marketing, IT, and building fruitful peer advisory groups.

Join the conversation as Jason delves into the significant differences between peer advisory and networking groups. He shares riveting anecdotes and life-changing stories from decades-long participation in peer advisory groups, accentuating the essential support system they provide through both business hurdles and personal challenges. Whether you are new to the concept or looking to refine your existing group, this episode offers insightful guidance and motivation to cultivate a thriving business environment.

Also, during this podcast, Jason mentions a couple of YouTube videos about starting and operating a peer advisory group… so we include those resources below:

• Brain Food: How to start your own Peer Advisory Group
• Peer Advisory Groups Part 1: Why they are so powerful.
• Peer Advisory Groups Part 2: Signing in and Processing Issues

It is the return of veteran Steve Weaver, who joins from Fairhope, Alabama. Steve shares his journey in business brokerage across various locations, highlighting his plans for expanding Apex’s influence in the booming Gulf Coast region.

Steve talks about his involvement with Rotary, leading efforts to make a positive community impact through service. The conversation also delves into the importance of selecting the right business listings, maintaining Apex’s commitment to quality over quantity, and the value of leveraging personal experiences to connect with clients.

Doug and Andy explore Steve’s strategic plans for the Southeastern market, emphasizing targeted growth in manufacturing and distribution. This informative episode sheds light on business advisement, regional growth opportunities, and the community-focused approach embraced by Apex Business Advisors.