Jeff Buettner's guest appearances

Jeff Buettner

Intentional Growth

The ESOP Podcast

OwlTail

Brian Beaulieu

THREE SEGMENTS IN TODAY'S QUARTERLY ECONOMIC AND M&amp;A UPDATE:   1. UNDERSTANDING &amp; NAVIGATING ECONOMIC CYCLES WITH BRIAN BEAULIEU:   We need to understand and navigate the ebbs and flows of economic cycles. From dissecting sector-specific challenges in banking and real estate, to understanding the economic cycle and its impacts, to providing actionable strategies for economic highs and lows, the discussion emphasizes the importance of a forward-looking approach, early forecasting, and strategic planning in ensuring business success in fluctuating economic conditions.   2. NAVIGATING SHIFTING M&amp;A CURRENTS WITH JEFF BUETTNER:   The world of M&amp;A is being reshaped by shifting interest rates, cautious lending, and economic conditions. Despite a tightening landscape, founder-led businesses have a unique opportunity to capitalize on this shift, if they're equipped with the right knowledge and strategic flexibility.   3. UNPACKING THE NEW LANDSCAPE OF SBA LENDING WITH JOHN THWING:   The changes in SBA lending practices are creating a new world of possibilities for business owners. From allowing partial buy-ins to slashing the standby period for seller financing, these transformations offer innovative financing, growth, and exit strategies.   // WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast   View Section: ButcherJoseph, Jeff Buettner // 08:18 ITR Economics, Brian Beaulieu // 40:57 Live Oak Bank, John Thwig // 1:08:31   // Sign up for the Intentional Growth™ Starter Kit: the kit has intro videos on each of the 5 Intentional Growth™ Principles, the Intentional Growth™ Financial Scorecard along with videos reviewing a case study on how to project out the value of your company, and the entire Intentional Growth™ Podcast Library.   Interview Quotes: 09:58  - “In the last three months or so, it has been a bit of a slower pace of progression. Obviously there is continuing interest in what the FEDs will do going forward. At this point it has given the universe of buyers an opportunity to recalibrate and rethink of the way they are approaching value.” - Jeff Buettner 13:40 - “You’re going to be talking about prices for the particular asset coming down.” - Jeff Buettner 22:00 - “Not only have a competitive type of scenario with private equity and strategics if you're selling to an ESOP, but it actually might be the more lucrative route to pursue.” - Jeff Buettner 41:59  - “We had three banks fail now and all three of them had something in common, and that is they were very focused in terms of who they lent money to.” - Brian Beaulieu 49:14  - “Office space amounts to about 14% of total private commercial, so it’s not like it’s the lion’s share of it. So I recite those numbers to myself at night when I start to hyperventilate.” - Brian Beaulieu 1:06:19 - “We thought that maybe, because the country went into so much more debt, we thought that would change the timeline, but no it doesn’t. As long as you win the ugly dog contest, you can get away with it.” - Brian Beaulieu 1:15:15  - “Now some of the changes that are going on in SBA SOP (standard operating procedures) are going to liberalize a little bit of that so SBA might be a fit more often than it was previously.” - John Thwig 1:15:33 - “Unless it’s an ESOP, where there's no owners over 20%, an SBA loan is always gonna require a personal guarantor.” - John Thwig 1:29:35 - “Banks love revenue streams.” - John Thwig   Links and Resources: Intentional Growth™ Vision Board Intentional Growth™ Online Training Reach out to me if you have questions about the Intentional Growth™ Training or Fractional CFO services

<h2>THREE SEGMENTS IN TODAY'S QUARTERLY ECONOMIC AND M&amp;A UPDATE:</h2> <h4>1. UNDERSTANDING &amp; NAVIGATING ECONOMIC CYCLES WITH BRIAN BEAULIEU:</h4> We need to understand and navigate the ebbs and flows of economic cycles. From dissecting sector-specific challenges in banking and real estate, to understanding the economic cycle and its impacts, to providing actionable strategies for economic highs and lows, the discussion emphasizes the importance of a forward-looking approach, early forecasting, and strategic planning in ensuring business success in fluctuating economic conditions. <h4>2. NAVIGATING SHIFTING M&amp;A CURRENTS WITH JEFF BUETTNER:</h4> The world of M&amp;A is being reshaped by shifting interest rates, cautious lending, and economic conditions. Despite a tightening landscape, founder-led businesses have a unique opportunity to capitalize on this shift, if they're equipped with the right knowledge and strategic flexibility. <h4>3. UNPACKING THE NEW LANDSCAPE OF SBA LENDING WITH JOHN THWING:</h4> The changes in SBA lending practices are creating a new world of possibilities for business owners. From allowing partial buy-ins to slashing the standby period for seller financing, these transformations offer innovative financing, growth, and exit strategies. // WATCH THE INTERVIEW ON YOUTUBE: <a href="https://www.youtube.com/playlist?list=PL5-NSSElJYC8ZSLljxhixU8NFNjFglugR" rel="noopener nofollow" target="_blank">Intentional Growth™ Podcast</a> <h3>View Section:</h3> ButcherJoseph, Jeff Buettner // 08:18 ITR Economics, Brian Beaulieu // 40:57 Live Oak Bank, John Thwig // 1:08:31 // Sign up for the <a href="https://intentional-growth-academy.mn.co/plans/308181?bundle_token=500625c049dca5381800b966dadcc811&amp;utm_source=manual" rel="nofollow" target="_blank">Intentional Growth™ Starter Kit</a>: the kit has intro videos on each of the 5 Intentional Growth™ Principles, the Intentional Growth™ Financial Scorecard along with videos reviewing a case study on how to project out the value of your company, and the entire Intentional Growth™ Podcast Library. <h3>Interview Quotes:</h3> 09:58  - “In the last three months or so, it has been a bit of a slower pace of progression. Obviously there is continuing interest in what the FEDs will do going forward. At this point it has given the universe of buyers an opportunity to recalibrate and rethink of the way they are approaching value.” - Jeff Buettner 13:40 - “You’re going to be talking about prices for the particular asset coming down.” - Jeff Buettner 22:00 - “Not only have a competitive type of scenario with private equity and strategics if you're selling to an ESOP, but it actually might be the more lucrative route to pursue.” - Jeff Buettner 41:59  - “We had three banks fail now and all three of them had something in common, and that is they were very focused in terms of who they lent money to.” - Brian Beaulieu 49:14  - “Office space amounts to about 14% of total private commercial, so it’s not like it’s the lion’s share of it. So I recite those numbers to myself at night when I start to hyperventilate.” - Brian Beaulieu 1:06:19 - “We thought that maybe, because the country went into so much more debt, we thought that would change the timeline, but no it doesn’t. As long as you win the ugly dog contest, you can get away with it.” - Brian Beaulieu 1:15:15  - “Now some of the changes that are going on in SBA SOP (standard operating procedures) are going to liberalize a little bit of that so SBA might be a fit more often than it was previously.” - John Thwig 1:15:33 - “Unless it’s an ESOP, where there's no owners over 20%, an SBA loan is always gonna require a personal guarantor.” - John Thwig 1:29:35 - “Banks love revenue streams.” - John Thwig <h3> </h3> <h3>Links and Resources:</h3> <a href="https://3989ac5bcbe1edfc864a-0a7f10f87519dba22d2dbc6233a731e5.ssl.cf2.rackcdn.com/Arkona1/pdfs-and-downloads/Intional_Growth_Vision_Board_-_Podcast_Handout.pdf" rel="noopener nofollow" target="_blank">Intentional Growth™ Vision Board</a> <a href="https://arkona.io/#Register" rel="noopener nofollow" target="_blank">Intentional Growth™ Online Training</a> <a href="https://arkona.io/contact-us" rel="noopener nofollow" target="_blank">Reach out to me </a>if you have questions about the Intentional Growth™ Training or Fractional CFO services

#356: Q2 2023 Economic & M&A Market Update with Brian Beaulieu, Jeff Buettner and John Thwig

Bret Keisling is joined by Jeff Buettner of ButcherJoseph &amp; Co [www.butcherjoseph.com], who discusses challenges faced by mature ESOPs that go beyond repurchase obligations to funding organic and inorganic growth, achieving company goals, and assuring sustainability.ButcherJoseph advises both the ESOP sell and trustee sides, which gives them valuable insights that lead to successful transactions and ongoing relationships. Jeff takes us through the lifecycle of an ESOP and discusses when and how expert advisors can be used. Often, focus on the mature ESOP translates to "how do we finance a repurchase obligation." Jeff goes beyond with an overview of various strategies including, changes to corporate structure, and even the ESOP partnering with minority owners, be it the management team or private equity.Further show notes, and all of our past episodes, are available on our website at https://www.theesoppodcast.com/post/224-challenges-for-mature-esops-with-jeff-buettner

Bret Keisling is joined by Jeff Buettner of ButcherJoseph &amp; Co [<a href="http://www.butcherjoseph.com" rel="nofollow" target="_blank">www.butcherjoseph.com</a>], who discusses challenges faced by mature ESOPs that go beyond repurchase obligations to funding organic and inorganic growth, achieving company goals, and assuring sustainability. ButcherJoseph advises both the ESOP sell and trustee sides, which gives them valuable insights that lead to successful transactions and ongoing relationships. Jeff takes us through the lifecycle of an ESOP and discusses when and how expert advisors can be used. Often, focus on the mature ESOP translates to "how do we finance a repurchase obligation." Jeff goes beyond with an overview of various strategies including, changes to corporate structure, and even the ESOP partnering with minority owners, be it the management team or private equity. Further show notes, and all of our past episodes, are available on our website at <a href="https://www.theesoppodcast.com/post/224-challenges-for-mature-esops-with-jeff-buettner" rel="nofollow" target="_blank">https://www.theesoppodcast.com/post/224-challenges-for-mature-esops-with-jeff-buettner</a>