Max Friar is the Managing Partner of Calder Capital, LLC, a nationally recognized M&A firm. Having entered the M&A space in 2005, he began his career as the Director of Marketing for a Midwest M&A firm. Max has also invested in, bought, and sold closely-held businesses, serving as a Partner and Co-founder at Weinkauf Plumbing & Heating, Inc. and Small Business Deal Advisors.

It’s rare for small businesses to document standard processes and procedures, let alone job descriptions. However, this is essential for growth or to sell the company. How can you develop sound processes to attract ideal buyers?

According to M&A expert Max Friar, implementing and documenting systems presents small businesses as organized and operationally efficient, making them more attractive to potential buyers. Investors and buyers look for businesses that can operate independently of their owners, so having repeatable processes increases your company’s value in the market. By transferring your knowledge into comprehensible systems, you can grow your company for an eventual exit.

Tune in to the latest episode of Systems Simplified as Adi Klevit welcomes Max Friar, the Managing Partner of Calder Capital, to discuss developing processes to sell your business. Max shares his go-to automation tools, his system for attracting buyers, and his definition of lower-middle market businesses.

Dan Pfister is the Founder of WinBack Labs, which helps companies win back lost customers. He has generated over 50,000 customers, allowing him to work with brands and notable figures like Fidelity Investments and Tony Robbins. With over 20 years of marketing experience, Dan generated 57x ROI from his first win-back campaign.

Customers leave for many reasons, and it’s not always because they’re unsatisfied. Businesses often acquire new customers rather than winning back churned ones, believing they’re a lost cause. However, these customers hold the highest ROI potential. How can you reengage them before it’s too late?

Customer retention marketer Dan Pfister leverages a proven system to win back lost customers. It involves identifying why your customers left and whether it’s profitable to reengage them. You can accomplish this through qualitative and quantitative surveys. Once you have a list of customers you want to retain, Dan advises determining their needs and creating additional value through personalized offers. You can also prevent churn by communicating with your customers consistently and encouraging them to provide feedback.

In the latest episode of Systems Simplified, Adi Klevit talks with Dan Pfister, the Founder of WinBack Labs, about winning back lost customers. Dan explains how he leverages data systems to reengage customers, why customers leave, and how to prevent them from going.

Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. Having spent over 30 years working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience.

As a serial entrepreneur who has launched multiple successful companies, Pat understands how to scale a business sustainably. He helps businesses improve their leadership and performance through a proprietary system, RSTMM® (Recruit, Select, Train, Manage, and Motivate), which enables companies to select, train, manage, and motivate the right people in the right positions.

The three most substantial roadblocks in an entrepreneur's journey involve hiring, finances, and sales. Business owners may make rash hiring decisions they regret later, mismanage their finances, or lack a steady lead generation system for sales. How can you align these fundamental aspects to reach the next destination in your business?

Business consultant Pat Mancuso has developed a proprietary system for eliminating roadblocks and developing a clear path for growth. He maintains that businesses must first acquire a third-party manager who can provide objective guidance. Entrepreneurs can then implement a behavior-based hiring system that aligns leadership candidates’ behaviors with role responsibilities and identifies their career trajectories. A manager can also encourage business owners to review their balance sheets, align them with future business goals, and develop a process to measure ROI on sales initiatives.

In this episode of Systems Simplified, Pat Mancuso, the CEO of Mancuso Consulting Group, joins Adi Klevit to discuss optimizing your business for future growth. Pat shares how his first real estate business shaped his career, how to avoid common business pitfalls, and the lessons he learned from his first partnership.

Nathan Baar is the Founder and CEO of HealthBar, which offers custom health services provided by skilled clinicians. He is also the Co-founder and Partner of DecentraCare, a healthcare staffing company, and the Board President at Nurses Saving Nurses, an organization empowering nurses. As a registered nurse, Nathan combines business and clinical healthcare.

Disrupting a long-established business model is a huge undertaking, especially in industries resistant to radical change like healthcare. How can you execute a new business model effectively?

Having enabled access to preventative healthcare, Nathan Baar says that the key to initiating a revolutionary business model is to acquire early adopters. This involves guiding businesses or clients through a test phase and using the results for widespread education and implementation. Nathan also cites the role of strong processes in a new model’s long-term performance, emphasizing the importance of repeatable systems.

In today’s episode of Systems Simplified, Adi Klevit chats with Nathan Baar, the Founder and CEO of HealthBar, about how he subverted traditional healthcare models using sound systems and processes. He describes how to market a new business model, how he navigates the burden of entrepreneurship, and how a patient received lifesaving care from HealthBar.

Jonathan Small is the host of the Write About Now podcast and the author of the book of the same name, which is based on the podcast. In 2020, he launched Strike Fire Productions, a podcast production company offering full-service production and consulting to high-profile clients, including the Screen Actors Guild and Purely Elizabeth. Jonathan has worked as a multimedia storyteller for top media companies like The New York Times and Hearst. He is also a Chief Content Strategist at Maverick Public Relations.

Most entrepreneurs struggle to differentiate themselves or their businesses in the market at some point during their journey. Yet every entrepreneur has a unique origin story that distinguishes them from their competition. How can you convey your story to bring value to your business and customers?

Passionate about storytelling, producer and journalist Jonathan Small identified podcasting as the ideal medium to convey origin stories. He maintains that these stories allow you to communicate authentically with your audience. Jonathan’s narrative system involves identifying a hurdle you overcame in your business and sharing it as an inspirational story for others. You can also determine and convey your purpose for launching your business and conquering challenges, making you more relatable to your audience.

Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Jonathan Small, the host and author of Write About Now, to talk about the process of storytelling in entrepreneurship. Jonathan explains the value proposition of an entrepreneur’s origin story, how he wrote a book based on podcast interviews, and how to convey your purpose.

Eric Doumani is the Owner of Sunset Outdoor Creations, a family-owned general contracting business specializing in swimming pools and outdoor construction. Eric designs and builds pools and has led Sunset Outdoor Creations to become one of the top pool builders in Southern California.

If you’re burned out managing every aspect of your business, from clients to administrative tasks, it may be time for some structure. Yet many business owners in this situation hesitate to implement the proper systems and processes since they often fear the unknown outcomes. How can implementing and documenting processes make a transformative impact on your business?

While working long hours managing operations, projects, and selling, entrepreneur Eric Doumani felt hopeless and discouraged. He was so unfamiliar with delegation, hiring, and onboarding that when presented with systems to streamline his business, he became uneasy. However, after documenting and implementing delegation and hiring processes through interactive flow charts and step-by-step instructions, Eric acquired an office and project manager, allowing him to step away from the business and gain freedom.

In today’s episode of Systems Simplified, Adi Klevit hosts Eric Doumani, the Owner of Sunset Outdoor Creations, to talk about how he transformed his business through delegation and hiring systems. Eric talks about the obstacles he faced while delegating, the key attributes of entrepreneurs, and how he overcame the lowest point in his business.

Matthew Pohl is the Owner, CEO, and Principal of The ReWild Group, a research and development company that has produced a transformative business growth strategy. He is also the Founder and Principal of Herculean Litigation Solutions, which provides data analytics solutions for complex commercial litigations. Matthew is the author of Organizational ReWilding Rules for Business Growth, a series of books detailing the seven stages of business growth.

Research conducted on small and medium-sized businesses reveals that they often fail to grow because they don’t follow the rules outlined in their specific growth stages. What are these growth stages, and how can you navigate them effectively?

Seasoned entrepreneur Matthew Pohl has spent decades researching business growth systems, which consist of seven stages distinguished by the number of people on your team. Each stage focuses on people, processes, and profits, which you prioritize based on your current growth level. Matthew maintains that stage three is the most pivotal since it involves building your teams to prepare for delegation. Transitioning to the next stage successfully requires completing the previous phase’s requirements, like optimizing profits in stage two and developing a management team in stage three.

Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Matthew Pohl, the Owner, CEO, and Principal of The ReWild Group, to discuss the seven stages of growth. Matthew talks about the importance of assessing your company’s current growth stage, how to advance to the next level, and the systems for effective delegation.