How to Improve Your Company's Valuation in Preparation for an Exit with Jim Stevenson, Founder & CEO of the Bletchley Group

In this episode of Exploring Growth, Lee chats with Jim Stevenson, founder and CEO of the Bletchley Group. Jim shares tips on boosting company valuation ahead of an exit. He highlights the importance of knowing your buyers and leveraging marketing effectively. Jim also reflects on his experiences with Bacardi and successful consulting projects. This episode offers valuable advice for entrepreneurs looking to enhance their business valuation and plan their exit.

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Go here: https://www.harvardmurray.com/exploring-growth-podcast

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Lee - https://www.linkedin.com/in/leehmurray
Jim - https://www.linkedin.com/in/jimstevenson/

#ExploringGrowthPodcast #BusinessInsights #EntrepreneurialJourney #BusinessExpansion #EmbracingGrowth #MarketingTalk #JimStevenson #BletchleyGroup #BrandConsistency #MarketingInnovation

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A real quick before we jump into this

next episode, which is a lot of fun.

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I just want to say thanks to

everyone who's listening and

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following the podcast.

This is so much fun for me to do.

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I love meeting new people and

talking about all the things

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that are related to growth.

And if you're not following the

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podcast on the email newsletter

and Exploring Growth newsletter.

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Just go over to Harvard murray.com,

click on Exploring Growth and

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sign up right there.

And you'll want to follow there

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because you get additional

thoughts from me on each episode

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as each episode is published.

Um, we've had a lot of really cool

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guests come through, a lot of CEOs,

strategist, um, all kinds of people.

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And you get to see, as the weeks go

on, all these different people that

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come through and their stories and,

um, just super, super interesting.

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So go over there and sign up for

the for the newsletter if you

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haven't for this episode.

Um, the first probably 11 or 12

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minutes is us talking about

Jim's background.

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So if you want to skip ahead to

the actual conversation about

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valuation in preparation to exit,

then go ahead and skip ahead to

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about 11 minutes 30s.

And that's kind of where we

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start our conversation.

But the first half is really me

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talking to Jim about his background,

working for Bacardi and the

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Bacardi family as a head of

global digital marketing.

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And some of the other things he did

earlier in his career that were

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just super interesting and I think

sets the stage for the conversation

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that we're going to have.

But either way, enjoy.

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Welcome back to Exploring Growth.

In this episode,

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I have the opportunity to sit down

with a growth consultant who has 23

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years of experience in strategy,

transformation and strategic growth.

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Today,

I'm talking with Jim Stevenson,

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founder and CEO of The Bletchley

Group. Welcome to the show, Jim.

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Thanks, Lee.

Glad to be here this evening.

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So I have to say, I.

Think that you're the first growth

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consultant I've had on the show.

Um, I just haven't found anyone

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that was a great fit so far.

But when we got introduced, uh,

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this topic of how a company can

improve their valuation as they

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plan for exit came up,

and I immediately saw an opportunity

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for us to dig into this a little bit.

And, um, mainly because I think

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at least half of my audience is

going to be thinking about and

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exit at some point.

So I'm excited to talk about this,

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uh, this with you?

Yeah, it's a great topic, and it's

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something that people very often

leave too late to think about it.

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Suddenly I wanted I wanted to

sell my business in three months

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or six months.

And it's like, well, yeah, you can.

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But yeah, it's much better if you

give yourself a bit of time and the

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ability to plan what you're going to

do and how you're going to do it.

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Yeah. Okay.

Well, before we jump into that,

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um, give us a little bit of

context for who you are and what

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kind of work you do.

I know you were just telling me

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about the inception of the

Bletchley Group and the name.

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You're gonna have to go through

that again. Yeah. That's okay.

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Um, I like it is a good story,

so I don't mind telling it as

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often as I can.

It was a good story. Yeah, yeah.

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Um, I, I worked in, um,

construction to start with,

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and when I wanted to move into, into.

And construction was a fantastic

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start for me personally.

It's very commercial.

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When your business is making

0.4% profit.

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Um, you need to be very

commercial in everything you do.

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So it gave me a really good basis.

But, um, my,

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my heart was always in technology.

And so I created my own business 23,

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24 years ago, now called Bletchley

Group. And Bletchley Park.

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Where I got Bletchley from is where

Alan Turing created the world's

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first programmable computer.

And the technology then went

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away to Manchester,

I think it was in Ferranti and

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got picked up by US universities,

but it started in Bletchley Park,

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where the allies needed to break the

German Enigma code. And I loved that.

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I loved the fact that we created

the whole technology industry that

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we know today for the purpose.

And there was a physical purpose

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of breaking that code.

And that's been the ethos of

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Bletchley Group.

So that was where we started.

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But we've evolved now.

Um, technology is still a big

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part of what we do.

And every company that we work with

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and every company in the world,

to be honest, and but we're much

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more strategic advisory now.

So we help companies to find growth.

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We help them to understand where

the next level is coming from,

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how they're moving forward as

their business or expanding

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geographically or their product set.

And a lot of that is fundraising and

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M&A, which is where they're how do

you value your business or improve

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the value of your business before

you do an exit comes from gotcha.

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That's super interesting.

Um, and as I was looking at your bio,

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I saw an example on there of a client

you had worked with in the past.

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Uh, I think the name is Scout 24,

and it said that you had boosted

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their valuation from 300 million to

850 million inside of 18 months now.

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That raised my eyebrows a little bit.

And I was like, okay,

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I got I gotta I gotta know more

about this. Absolutely.

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Scout School 24 was an amazing

company.

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Um, is, you know,

it's no longer there.

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It's been merged a couple of times

since then. It's an amazing company.

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And of course,

I didn't do it all myself.

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Um, I, I was, I was the guy from,

from Bletchley and we got brought in

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to kind of help them understand it.

They did all the work.

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I just brought some of the

brainpower and thinking, um,

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but originally it was, um,

bought into by KKR who paid 350

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300 million, I think, for it.

Um, and KCRW were a bit

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frustrated that it wasn't quite

growing quickly enough for them.

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They were obviously looking for

quick returns,

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and through a friend of a friend, I

was asked if I would go in and help.

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Um, and it was I mean,

I can break this down into being

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incredibly simplistic or I can tell

you a story. So I'll do. Both.

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Whichever. Whichever one you feel.

Yeah. Well, yeah.

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I mean, the reality is Scout 24

at the time was essentially

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Switzerland's equivalent to eBay,

to Rightmove and AutoTrader.

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Oh, you don't have to move here.

And so it was a simple.

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Trader on eBay. Yeah. Yeah.

It was essentially a marketplace

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that did everything in the EB world.

Um, okay.

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All the houses and all the cars,

they had 2 or 3 other things as well.

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But it was those three verticals

were the main thing. Okay.

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Um, and when I went in, um,

they had the three verticals.

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They had the profit and loss for

the three verticals working.

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But once you got below the level,

it became very clear that they

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were sharing resources.

So what you actually had was someone

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in charge of our personnel, um,

who didn't actually control the

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resources he needed to be successful.

So you would get further down and as

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you were building the website in

the marketplace and the platform,

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they all had their own advertising

teams, their marketing teams to

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get advertisers to come in.

But when you go into developing the

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product, which was the website,

and that would have to vie for

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resources, whether it be front end

developers or user experience or

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designers and things like that.

So essentially, what I did,

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and this is incredibly simplistic,

and I restructured the teams to

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balance them so that actually,

if you needed the user experience

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and you were one of the verticals,

you had the user experience that

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you needed,

you had the front in the back end so

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you could control your own destiny.

And part of that you could

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prioritize your own things.

And the biggest thing and this

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is this is I find this quite

embarrassing, but I'll tell you

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anyway, because it is valuable.

The biggest thing they did was

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they moved people's desks.

Um, they had their own.

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They had their own building.

It was a lovely big building that

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invested in their own building just

outside of Berne in Switzerland.

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It was fantastic building designed.

They actually had the walls.

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That was four levels that the walls

painted by an artist. Yellow.

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And each each floor had a slightly

different color of yellow.

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So we weren't allowed to put

sticky notes in the walls

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because of that reason.

But, um, if what you found was that

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all the engineers were on the ground

floor, all the user experience were

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in the first floor, all the, um, um,

marketing were in the second floor.

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They were structured in that

functional area, which is very

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common in organization structures.

Sure as well. Sure.

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Um, but what I did was I moved them

so that the teams that were working

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with were right next to each other.

So if I needed to collaborate with

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someone, I just needed to turn around

the person I was collaborating with.

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This right. There. I did.

I didn't need to organize a meeting

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next Tuesday, book a meeting room,

organize everything,

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get everyone in the one room.

I was literally just the person

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who was there.

That was one biggest thing that

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happened.

We moved people's desks. It's so.

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Interesting how. Something so.

Simple can have such a profound

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impact. Exactly.

And it isn't isn't rocket.

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I'm going to see it's rocket science

because they did it and it was.

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Yeah, sure.

In my head, but sure. Yeah.

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genuinely, it wasn't rocket science.

I mean, we went beyond that and

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we changed how they did product

management and testing and um,

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uh, a b testing is a framework.

We introduced that into them.

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We introduced doing customer flows

and then adding data onto those

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things to improve as they were going.

But the biggest, the genuinely

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the biggest thing that had the

impact was just moving people's

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desks so they could be better.

Yeah, it wasn't rocket.

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Rocket science. You're right.

But what it was was a genuine

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outside perspective.

And, you know, that's the value of

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a strategic growth consultant is

someone who can come in from the

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outside with no bias and have breadth

and depth of knowledge, you know,

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both across industries and in their

domain to bring that and say,

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well, you don't see that you could

just do this. They can't see it.

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There's no way they could ever

see it.

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It would take forever for them

to see it.

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So I think that's a massive value.

Yeah, completely.

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And it's one of those things

that when you're into the weeds

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of your business and you're

running it and maybe even you

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structured the business because

three years ago that made sense.

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And I genuinely believe that it

probably didn't make sense three

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years ago. The world has changed.

Your customers have changed.

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Your teams have changed.

Ways of working have changed.

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You need to keep on top of these

things.

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And it's very often the simple

things that you can change that

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will have the biggest impact.

And then then you're doing

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incremental additions onto that

as you go, as you flow and you

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get start to see the benefits.

So I want to move to another

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story here just to kind of as we

look through your background,

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because I think this all has

precedence for the conversation

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of valuation and exiting.

You were at one point head of

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digital marketing for Bacardi.

I'm sure that had to been an

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amazing experience,

just because I've read about the

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history of Bacardi and Miami and

all the things that, you know,

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the Bacardi family and all of that.

Uh, Ben down there seen the,

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you know, mansion that sits on

the island and everything.

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Uh, what was that experience like,

being ahead of digital marketing?

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Um, it was, uh, to be honest,

it was probably one of the best,

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um, clients I've had ever.

Um, they are just fantastic.

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The family members are all amazing.

Um, they are wonderful people.

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They brought a brilliant team

with them when I joined them.

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Um,

they were going through some changes.

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Um, they just appointed a new

chief marketing officer who is

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based in the UK, but the team was

based in Washington DC, so they

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wanted to move the team to London.

And that was my original kind of

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role there.

And but they liked what I did well

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enough that they asked me to stay

on and essentially became this.

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Um,

I can't remember what the title was,

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global Digital director or something.

And I was there for two and a half

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years and based out of London.

It was fantastic.

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Um, because the US is such a big

market, um, someone from the

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team had to go to Miami one week

every month, and it's horrible.

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I believe you,

you lead from the front? Yes.

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Your job to lead from the front.

And more often than not.

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I spent a week in Miami Beach

every month, um,

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heading into Biscayne Bay, Biscayne

Boulevard to meet with the team.

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It was it was an amazing experience,

but. That sounds like a horrible lie.

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That. Yeah, exactly. Yeah.

It's tough.

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Um, beyond that,

the company itself is fantastic.

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The products they have are fantastic.

The thinking within the company,

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though, is really quite, um,

immense that the part of the

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business I worked with was

called Bacardi Global Brands.

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So Bacardi, as well as owning

Bacardi owns Grey Goose and Bombay

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and Jr's and and there's eight

global brands that they had.

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And that was kind of our remit.

They also have two at the time, 255

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local brands. So huge, huge company.

I think when I was there was 4.6

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billion turnover.

And since then the last time I

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checked there was like 6 billion

and it's still family owned. Yeah.

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Um, which is an amazing, amazing, um,

um, thing to have. It really is.

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The big thing that drove what we were

doing was, um, there was a belief

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that the spirits industry was going

to go through a class action lawsuit,

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um, in the same way as tobacco had

done 20 years before. Oh, okay.

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Everything,

everything that was driving us was

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making sure that we were consistent,

making sure that we were compliant,

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making sure that there was legal

drinking age pages in front of it.

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Um, and because at one point,

the thought about going to an IPO,

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they wanted to have the

consistency required for an exit,

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essentially an IPO exit,

so that if an investment banker

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recommending buying Bacardi as

part of an IPO, keep in mind

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this is like 15 to 20 years ago.

Sure, they would fly from Hong Kong.

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They would go to Berlin, go to

London, they go to New York, they'd

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go to Los Angeles and wherever else,

and Bacardi would be consistent.

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And back in the day, the brand was

consistent, the logo was consistent.

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But how local markets activated

that brand was very different.

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Yeah, and we needed that consistency.

So that actually what you got was um,

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when you viewed Bakari, it didn't

matter where you were in the world,

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you knew what Bakari would.

You could see the logo.

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It was consistent.

It was you just knew what you were

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getting. It was a premium product.

It was exactly what you wanted.

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And that's what was very much

what drove it.

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My challenge at the time was, um,

um, they had made the decision that

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some of the local markets were doing

silly advertising that we didn't want

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to do for the consistency reason.

So we took the TV advertising budget

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of most of the local markets,

but that all that meant was they

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all jumped into digital.

Um, so I suddenly I suddenly became

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the gatekeeper for everything

that was going on digitally.

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And they did some really bizarre

things.

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I'm not going to tell you some.

Some of them are so bizarre.

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I'm not even going to tell you on the

podcast because they are quite rude.

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Um, um,

but that that consistency was a huge

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part of what I had to bring to it.

So it was allowing the brand

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directors, the marketers to, to be,

um, uh, innovative, to be driving

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the boundaries of what you could

do with the spirit advertising.

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And the laws are very different.

Yeah.

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And driving all that through the

digital channels while making

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sure it was consistent and it

was all kind of pulled together.

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So it was a fantastic role.

I was genuinely, um,

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a fantastic role that people that

were there were just second to none.

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There are some of the best marketers

I've ever worked with in my life.

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We worked with some of the best

agencies in the world.

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We had a really smart, I think,

anywhere really smart, um,

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strategy. And it wasn't mine.

I inherited it from the previous team

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that was based out of Washington,

DC, which was rather than going

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to some of the big companies

have 8 or 10 smaller companies

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because you get a better service.

The innovation was better,

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the creativity was better,

and as long as you had a big

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enough roster, then you were fine.

What I did find there was,

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which was a challenge for us,

was. And I got worried.

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I put in place steps to to

rectify this.

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We found that we kept going back

to some of the same agencies.

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So suddenly we were 50% of an

agency's revenue.

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So if we pool their work,

that agency was just knackered.

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They were just the revenue. Yeah.

So we purposely restricted how

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much work we could put into any

one agency and if they wanted

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more work from us, that's cool.

Go and get two other clients and

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we'll give you more work as well.

So we were happy to help them grow,

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but we just could never be above.

I think it was 30% of the revenue.

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Yeah one point.

Otherwise you were just too

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controlling.

Yeah, that's that's amazing.

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Thinking too on the family's part are

the companies part to to be thinking

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about their vendors in that way?

Yeah like that.

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Well and and after I left the Kindle

then changed all of that strategy

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and I can't remember who they were

in the winter, WPP or Omnicom or

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something and just kind of go,

but that's that's just the cycle

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of advertising goes through,

isn't it? Yeah. Yeah, yeah.

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Well that's I appreciate you

sharing all that.

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I mean, it's super interesting to

hear about Bacardi and a lot of the

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similar, you know, things I've heard

through documentaries or reading

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about the family and everything.

So I think that's that's super

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interesting,

especially being in Miami not

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far from here where I'm located.

Um, but, you know,

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all of that is great as a good

kind of precursor to this

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conversation and good background.

Um, so as we kind of jump into our

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actual conversation of valuation to

exit, let's start kind of broad,

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like, what are you seeing in the

market right now for, um, companies

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that could have successful exits?

I mean, I know that there's boomers

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that are trying to sell because they,

you know, don't have successors

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in their companies,

small and mid market.

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You've got, you know, mid sized

acquisitions that are happening.

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You've got the election coming

up and you've got,

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you know the economy with inflation

there's so much that's going on.

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I mean I'm curious to see your

perspective on exits right now.

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00:17:18,960 --> 00:17:22,140

Wow. That is such a broad topic.

But it is very broad.

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It's very broad.

My view is, um, and I do keep a

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little bit of an eye on this.

I'm not plunged hugely into the

305

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data and the trends,

but from what I'm seeing,

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the boomers exiting there is a whole,

um, subset subcategory of people who

307

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want to be a startup, but they're

now being encouraged to not be a

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startup by something from a boomer,

by a premium business and grew it.

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And I think there's a lot of

value in that.

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There's a lot of credibility, people.

I can't remember what the name

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of the book.

There was a famous book that was

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done like 10 or 15 years ago that

started this kind of thinking,

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but literally just go into Twitter

and you'll find 8000 people all kind

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of recommending how you go about

this and why it's a good idea,

315

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and it is genuinely a good idea.

A startup is a really

316

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challenging thing to do.

It takes much longer than you think.

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You need perseverance.

You need to dig deep,

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much to keep it going.

And so actually buying a successful

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business that may just be small,

but you can buy it.

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The other thing with buying a

business from a boomer,

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you can tend to do what's called

seller finance, so you can buy it

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without actually paying for it,

because the seller will kind of

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allow you to peer over your profits

in the next year or two years,

324

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five years. So you can do that.

So with very little money down,

325

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you can actually buy a business

that's quite valuable.

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And then you put your sweat and

blood and tears into to grow it

327

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and make it successful.

And I personally think that is

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significantly easier than doing

a startup. Startups are great.

329

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Um, if you want to do something

that's truly innovative and no

330

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one's done it before, that's why

venture capital is venture capital,

331

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because it's taking that risk in

small startups.

332

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But the reward has to be big for

those guys.

333

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Um, and then the other part of

it is the bigger part of it,

334

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the private equity guys doing exits.

Um, so for for me,

335

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there's the different layers,

depending on the size of your

336

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business, the category you're in,

things like that.

337

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It's challenging out there.

It is hugely challenging out there.

338

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I don't care who you are,

it is challenging.

339

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But the one thing that is getting

funded now is if you've got a good

340

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business. If you're good business.

People will give an actual.

341

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Valuable business in the market.

Valuable business,

342

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the people who are struggling at

the moment, of the people who

343

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have got half of a good idea,

they've half executed on it.

344

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They've not quite clarified it,

not pivoted, possibly.

345

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They've not quite got the

product market fit,

346

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but they've got a good idea.

And they the founders themselves

347

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can see that it's a good idea

and I can see it's a good idea,

348

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but it's just not quite ready

for someone to say, I'll give

349

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you X amount of money to buy it,

to take it on, to move it forward.

350

00:19:59,540 --> 00:20:04,880

Um, so it's, that's what I'm seeing

is there's lots and lots and lots

351

00:20:04,880 --> 00:20:08,480

of businesses out there that are

fantastic businesses, but they're

352

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just not quite ready to do the exit.

But if you've got a good business,

353

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if you've got some revenue, if

you've got clear product market fit,

354

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if you've got the wherewithal,

depending on what size you're at.

355

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People will give you money.

There is there is more than

356

00:20:22,770 --> 00:20:25,830

enough money out there.

And it's just that it's being very,

357

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very cautious about where it's

going and what is investing in.

358

00:20:29,220 --> 00:20:32,100

Are you seeing this when you say

people will give you money in

359

00:20:32,100 --> 00:20:36,000

general? Are you seeing that coming?

More for, uh, roll ups,

360

00:20:36,000 --> 00:20:39,660

acquisitions, private equity.

Is there something that stands out to

361

00:20:39,660 --> 00:20:46,050

you? More so than, um, than another?

Um, I tend to work with private

362

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equity more than anything else.

Um, I do some work with VCs.

363

00:20:50,670 --> 00:20:56,760

Um, I'm finding that private equity

is, um, going, well, I think private.

364

00:20:56,760 --> 00:21:00,780

I know I work with a couple of funds.

One funds just raised another.

365

00:21:01,260 --> 00:21:04,530

Um, so I work with a couple of

private equity firms.

366

00:21:04,530 --> 00:21:08,160

One is just raised 1.6 billion

is their new fund and other ones

367

00:21:08,160 --> 00:21:11,130

raised 3 billion.

It's actually just under 3 billion.

368

00:21:11,130 --> 00:21:14,250

And I do like to point out is

like 2.9 5,000,000,000 billion.

369

00:21:14,250 --> 00:21:16,920

So I'd like to point out it's not

3 billion because it upsets them.

370

00:21:17,610 --> 00:21:22,320

Um, so there are LPs are out there

giving money into these funds,

371

00:21:22,320 --> 00:21:25,440

but they are being very particular

about which funds if you're a

372

00:21:25,440 --> 00:21:29,940

mediocre fund, is challenging

because you've not got the returns

373

00:21:29,940 --> 00:21:32,820

that they are looking for.

But there is more than enough

374

00:21:32,820 --> 00:21:35,460

money out there.

They are just being very selective of

375

00:21:35,460 --> 00:21:39,390

which private equity fund firms are

putting it into, and then how those

376

00:21:39,390 --> 00:21:42,450

private equity firms are actually

deploying the cash that they have.

377

00:21:42,450 --> 00:21:44,850

But that's two funds that I work

with.

378

00:21:44,850 --> 00:21:48,090

And that's the best part of 5

billion. They've got to deploy.

379

00:21:48,120 --> 00:21:50,920

They've got to deploy it in the

next 2 or 3 years.

380

00:21:50,920 --> 00:21:54,880

So you know, they're actually in

fact one of them I know I probably

381

00:21:54,880 --> 00:21:58,030

shouldn't I won't say their name,

but one of them I know there is a 3

382

00:21:58,030 --> 00:22:03,700

billion fund probably a year ago now.

They currently have six deals in

383

00:22:03,700 --> 00:22:07,180

exclusivity.

Um, and they're they're not.

384

00:22:07,330 --> 00:22:10,690

I spoke to one of the guys last

week and he's kind of pulling

385

00:22:10,690 --> 00:22:14,470

his hair out. He's so busy.

And so they're not a big fund,

386

00:22:14,470 --> 00:22:17,980

a big team, but they've got a lot

of money and the money is there.

387

00:22:17,980 --> 00:22:22,900

But you have to be a good business.

They're not just giving it the.com

388

00:22:22,900 --> 00:22:26,140

boom of I've got an idea, let's

give me money that doesn't exist.

389

00:22:26,350 --> 00:22:29,560

I throw money at ideas. Yeah.

On that point of being a good

390

00:22:29,560 --> 00:22:33,280

business, it's to me I look out

there and I see the same thing.

391

00:22:33,280 --> 00:22:38,620

I see a lot of companies that

are kind of half baked and

392

00:22:38,980 --> 00:22:41,500

they're working really hard,

but they're struggling.

393

00:22:41,500 --> 00:22:45,160

And in part it's because they've

got they're sort of an amalgamation

394

00:22:45,160 --> 00:22:50,020

of a lot of things. They've tried.

Um, and they aren't really they

395

00:22:50,020 --> 00:22:55,150

don't really have a solid direction.

And so I'm, I'm curious, do you do

396

00:22:55,150 --> 00:23:01,330

you think part of the reason is that,

but also because companies leadership

397

00:23:01,330 --> 00:23:05,600

are not focused on an exit.

They're not focused on building their

398

00:23:05,600 --> 00:23:11,600

valuation or the value of their

company towards an actual sale point.

399

00:23:12,380 --> 00:23:15,350

I think there's a lot of companies

in that position, and I think a

400

00:23:15,350 --> 00:23:19,280

lot of companies and a lot of

leaders tend to fall into that.

401

00:23:19,280 --> 00:23:23,060

We're we're getting involved in

the day to day, we're running

402

00:23:23,060 --> 00:23:24,920

the business and we're running

the business and we're running

403

00:23:24,920 --> 00:23:28,640

the business. Yeah, I think.

Why we're running the business.

404

00:23:28,670 --> 00:23:30,590

What's the objective?

What are we going to do?

405

00:23:30,590 --> 00:23:33,320

We want to go to an exit.

Do we want to get to the next level?

406

00:23:33,320 --> 00:23:35,660

Do we want to get to 10 million

or 50 million? 100 million.

407

00:23:35,750 --> 00:23:41,660

And the fall into this, the day

to day, the day to day busyness

408

00:23:42,260 --> 00:23:45,590

takes over from the strategic,

the prioritization, the growing,

409

00:23:45,590 --> 00:23:49,550

the business.

And very often it's it comes from

410

00:23:49,550 --> 00:23:53,240

I personally think it comes from

a bit of experience and a CEO

411

00:23:53,240 --> 00:23:56,840

should not be running a business,

a CEO should be leading a business.

412

00:23:57,080 --> 00:24:00,710

And if you as a CEO are running

the business, you need to go and

413

00:24:00,710 --> 00:24:03,530

hire a chief operating officer.

They're the guys that were

414

00:24:03,530 --> 00:24:05,330

running the business.

While you're thinking much more

415

00:24:05,330 --> 00:24:09,080

strategically, do we expand into

the west coast of the East Coast

416

00:24:09,080 --> 00:24:12,620

or Europe or wherever?

And that's the CEO's job is to

417

00:24:12,620 --> 00:24:15,230

lead the business.

But if you spend all day,

418

00:24:15,230 --> 00:24:18,140

every day running the business,

you don't have the time.

419

00:24:18,140 --> 00:24:21,650

And it's it doesn't make you a bad

person. It just it's understandable.

420

00:24:21,650 --> 00:24:25,310

But you need to elevate yourself

above that and think, hang on,

421

00:24:25,310 --> 00:24:28,130

what is the objective here?

I've got three founders.

422

00:24:28,130 --> 00:24:31,940

I've got five investors.

They're all expecting to exit

423

00:24:31,940 --> 00:24:34,910

the business in five years time

and get this big number.

424

00:24:34,910 --> 00:24:39,630

And I'm I'm busy worrying about an

operational issue or a marketing

425

00:24:39,630 --> 00:24:43,950

issue, or is that you need to elevate

yourself within the business to focus

426

00:24:43,950 --> 00:24:47,670

on what the objective truly is,

and keep that in mind.

427

00:24:47,700 --> 00:24:50,370

Have a have a reminder in your

calendar every Monday morning.

428

00:24:50,370 --> 00:24:52,770

It says the objective is exit.

In five years time,

429

00:24:52,980 --> 00:24:56,970

do something to kind of keep that.

That's your role. You know, like a.

430

00:24:56,970 --> 00:24:59,850

Countdown or. Something. Yeah.

That's what I'm seeing too.

431

00:24:59,850 --> 00:25:04,800

I, I see like CEOs that when I,

when I meet CEOs that are, uh,

432

00:25:04,800 --> 00:25:07,290

in the business like that and

they're operating and putting

433

00:25:07,290 --> 00:25:10,410

out fires every day.

Generally, generally what I see

434

00:25:10,410 --> 00:25:13,710

is that they don't have a vision,

because those who do have a vision

435

00:25:13,710 --> 00:25:16,650

are generally executing against

that vision, and they're not

436

00:25:16,650 --> 00:25:19,710

going to get pulled into the fire

because they're more, you know,

437

00:25:19,710 --> 00:25:24,450

passionate about the vision.

Yeah, I know that's 99% of it.

438

00:25:24,450 --> 00:25:28,560

I do see the occasion when they

have a really great strategy deck,

439

00:25:28,560 --> 00:25:31,590

and that was probably why they got

the investors involved in the first

440

00:25:31,590 --> 00:25:34,800

place. Yeah. And it's kind of. Yeah.

When was the last time you read that?

441

00:25:34,800 --> 00:25:36,990

When was the last time you updated?

Yeah, it was the last time you

442

00:25:36,990 --> 00:25:40,410

told your entire team that this is

how we're progressing against it,

443

00:25:40,410 --> 00:25:41,850

and this is where we're going

next year. Yeah.

444

00:25:41,970 --> 00:25:45,720

And and it's not that they don't

have it all the time.

445

00:25:45,720 --> 00:25:48,540

Occasionally they don't.

Um, but it's the fact that it

446

00:25:48,540 --> 00:25:51,100

was it was done for a purpose

and then thrown away as opposed

447

00:25:51,100 --> 00:25:55,000

to done for the North Star where

we're trying to get to this is

448

00:25:55,000 --> 00:25:57,730

where we're going every month.

We should be telling our

449

00:25:57,730 --> 00:25:59,560

investors how you were

progressing against this.

450

00:25:59,590 --> 00:26:02,740

We should be telling the

employees of we had a bad month.

451

00:26:02,740 --> 00:26:05,470

We've not progressed as far as

we wanted. We had a bad month.

452

00:26:05,470 --> 00:26:07,990

We've taken a step back, but we're

going to use that strategically.

453

00:26:07,990 --> 00:26:10,960

But we're still locked on.

But this is where we're going

454

00:26:10,960 --> 00:26:13,750

because I think if you've got that

strategic vision of what you're

455

00:26:13,750 --> 00:26:17,590

trying to get to is guaranteed,

you're going to get pushed off

456

00:26:17,590 --> 00:26:20,260

the rails once in a while,

but you know where to come back to.

457

00:26:20,290 --> 00:26:23,320

You know how to come back because

you've still got that North Star,

458

00:26:23,320 --> 00:26:26,560

that vision that you're trying for.

Um, and far too many,

459

00:26:26,560 --> 00:26:29,890

far too many people that I see

are working in the business.

460

00:26:29,890 --> 00:26:33,940

The fires, the firefighting.

They're dealing with issues.

461

00:26:34,060 --> 00:26:37,870

All very important.

Just not your job. Yeah.

462

00:26:37,870 --> 00:26:40,120

That's right.

To hire someone to do that stuff

463

00:26:40,120 --> 00:26:43,090

for you so that you can keep

keep the company on track.

464

00:26:43,840 --> 00:26:48,040

So when should CEOs or owners

start thinking about getting

465

00:26:48,040 --> 00:26:52,240

their company ready for exit?

Um, given what we've said about,

466

00:26:52,360 --> 00:26:55,360

um, it's easier.

I'm not going to say it's easy.

467

00:26:55,360 --> 00:26:59,230

It's easier to get, um,

funding for, um, your business

468

00:26:59,230 --> 00:27:02,650

if it's a good business.

Um, everything you do should be

469

00:27:02,650 --> 00:27:05,530

working up to an exit,

having an exit in mind.

470

00:27:05,650 --> 00:27:09,610

You don't have to exit,

but having an exit in mind is a

471

00:27:09,610 --> 00:27:12,490

really good discipline for are

we doing the right thing?

472

00:27:12,490 --> 00:27:14,950

Are we operating as effectively

as we could be?

473

00:27:14,980 --> 00:27:17,800

Are we engaging with our consumers

in the right way and giving them

474

00:27:17,800 --> 00:27:21,730

products and services that they

need that value, and do our

475

00:27:21,730 --> 00:27:25,690

customers and want to come back?

So having the exit in mind or a

476

00:27:25,690 --> 00:27:30,740

fundraise or a nominee in mind, um,

whichever flavor of exit you wanted

477

00:27:30,740 --> 00:27:34,910

to think about, it's a good way of

giving yourself the discipline.

478

00:27:35,210 --> 00:27:39,800

Um, but if you've not been there,

today is the best day to start.

479

00:27:39,800 --> 00:27:43,760

If you are thinking about it,

to maximize your value,

480

00:27:43,760 --> 00:27:47,390

to maximize the exit you get.

I would always say give yourself

481

00:27:47,390 --> 00:27:50,570

two years, because there will be

some fundamental things that you

482

00:27:50,570 --> 00:27:52,310

want to change as you're going

through your business,

483

00:27:52,310 --> 00:27:56,570

and it will take a bit of time.

Um, you can do it. And I'm not.

484

00:27:56,660 --> 00:27:58,220

In fact, I'm not even going to say

I was going to say, you can do it

485

00:27:58,220 --> 00:28:00,230

in three months, but you can't.

If you do it in three months,

486

00:28:00,230 --> 00:28:02,300

you're going to get zero value

for your business.

487

00:28:02,510 --> 00:28:04,910

It's going to be someone just

coming in to pick up the pieces

488

00:28:04,910 --> 00:28:09,650

and to move forward with it.

And typically, an exit would take six

489

00:28:09,650 --> 00:28:14,210

months to go through the process,

figure out where you are and get

490

00:28:14,210 --> 00:28:17,210

someone to come in and actually

kind of acquire you in some way.

491

00:28:17,240 --> 00:28:20,150

It can be done much quicker and

it depends on who you are.

492

00:28:20,720 --> 00:28:23,060

Um, but if it's going to take six

months just to go through that

493

00:28:23,060 --> 00:28:26,930

process and due diligence and things,

you need to be giving yourself three

494

00:28:26,930 --> 00:28:30,050

months, six months before that to

really give yourself a chance.

495

00:28:31,070 --> 00:28:33,980

I mean, that's that's much

quicker than I thought.

496

00:28:33,980 --> 00:28:36,710

You know, I thought your answer

was going to be years.

497

00:28:36,740 --> 00:28:39,170

You know,

of of sitting down and retooling.

498

00:28:39,170 --> 00:28:41,940

And I mean, I guess it depends

on where you're at, but, um,

499

00:28:41,940 --> 00:28:47,220

that's that's pretty quick. Yeah.

I mean, it's it's my experience.

500

00:28:47,220 --> 00:28:50,310

I think if someone came to me

and said, I want my business.

501

00:28:50,310 --> 00:28:53,220

And I said to them, great, um,

we can we can start thinking

502

00:28:53,220 --> 00:28:56,070

about an exit in 2030.

They can go, oh, yeah,

503

00:28:56,070 --> 00:28:58,410

that's not where I am. I'm just.

Yeah. They want they just.

504

00:28:58,410 --> 00:29:00,990

Want to get out. Yeah. At some point.

Yeah I can last a year,

505

00:29:00,990 --> 00:29:03,060

maybe two years.

And then you go to give them the

506

00:29:03,060 --> 00:29:06,150

bad news that, well,

we can exit you in two years,

507

00:29:06,150 --> 00:29:09,390

but you've got a two year earnout,

so you're going to have to whoever's

508

00:29:09,390 --> 00:29:12,090

buying you is going to want you to be

there because you are the business.

509

00:29:12,090 --> 00:29:13,350

You're the knowledge and the

business.

510

00:29:13,350 --> 00:29:16,050

They want that handover process.

So you're going to have a new

511

00:29:16,050 --> 00:29:17,940

owner that's there.

So you're committing to four

512

00:29:17,940 --> 00:29:21,450

years to exit your business.

In a year or two years, it's going

513

00:29:21,450 --> 00:29:25,530

to be that type of, um, timeline.

So the more that you prepare

514

00:29:25,530 --> 00:29:28,800

yourself earlier and to be honest,

there's a the good thing about that

515

00:29:28,800 --> 00:29:33,870

is if you're the CEO that is working,

um, uh, on the business,

516

00:29:33,870 --> 00:29:37,020

not in the business, it's easy

for you to extract yourself.

517

00:29:37,020 --> 00:29:39,330

They probably want you to hang

around for six months,

518

00:29:39,330 --> 00:29:43,530

a year and then think, why are we

paying this guy? And the CEO's there?

519

00:29:43,530 --> 00:29:44,730

He's the one that's running the

business.

520

00:29:44,730 --> 00:29:47,100

We've got our new vision that we

want to implement anyway.

521

00:29:47,100 --> 00:29:50,550

So yeah, thanks a lot for six months.

But it's great. Yeah.

522

00:29:50,880 --> 00:29:53,980

That'd be ideal. Yeah yeah.

And it doesn't always work that way.

523

00:29:53,980 --> 00:29:56,710

Very often I find,

especially with institutional buyers,

524

00:29:56,710 --> 00:30:00,970

with VCs and private equity,

they're happy to pay a bit more

525

00:30:00,970 --> 00:30:04,030

of a premium to have you around,

even if you're not really adding

526

00:30:04,030 --> 00:30:07,810

too much value for too long.

This the safety belt that comes

527

00:30:07,810 --> 00:30:11,050

with the security kind of you're

still there just in case.

528

00:30:11,500 --> 00:30:14,890

That's always a good thing for them.

And that means they're paying your

529

00:30:14,890 --> 00:30:18,340

salary and maybe not getting value

from you, but you get value from it.

530

00:30:18,340 --> 00:30:20,860

You're getting your salary and you

get the comfort of you being there.

531

00:30:21,640 --> 00:30:25,090

Yeah, 100%. All right.

So now let's let's get into your

532

00:30:25,090 --> 00:30:29,050

thinking about, you know,

your framework of like take us

533

00:30:29,050 --> 00:30:32,170

through your process.

If, if when you work with a company

534

00:30:32,170 --> 00:30:35,530

to sort of prepare them for an exit,

what's the process?

535

00:30:35,530 --> 00:30:37,270

Do you take them through,

what's the thinking that you

536

00:30:37,270 --> 00:30:42,250

would want to deploy? Okay.

So I don't have a process. Um, okay.

537

00:30:42,250 --> 00:30:44,890

It's a simple truth. It is.

Everything I do is bespoke to

538

00:30:44,890 --> 00:30:47,350

the company I work with. Oh.

Well. Okay. Kind of.

539

00:30:47,350 --> 00:30:50,500

I do have a kind of mindset that

I go through when I'm doing.

540

00:30:50,500 --> 00:30:53,020

And the first part of any of

this stuff for me is discovery.

541

00:30:53,470 --> 00:30:56,770

Um, and, and that's, that's where

the most of the process is coming

542

00:30:56,770 --> 00:31:00,850

from or the mindsets coming from.

And I you start with, um,

543

00:31:01,240 --> 00:31:04,360

I'm not a finance guy.

I know enough about finance.

544

00:31:04,360 --> 00:31:07,480

I'm not a CFO.

I I'm more of a commercial guy

545

00:31:07,480 --> 00:31:09,850

than a CFO guy.

So I tend to start with the

546

00:31:09,850 --> 00:31:11,740

commercials.

And what are you selling?

547

00:31:11,740 --> 00:31:13,990

Who are you selling it to?

Which is your profit margin?

548

00:31:13,990 --> 00:31:17,410

How's it all hanging together?

And are you selling something

549

00:31:17,410 --> 00:31:20,800

that someone wants to buy?

Because I very often find that

550

00:31:20,800 --> 00:31:23,830

within that world,

just as a growth thing, it doesn't

551

00:31:23,830 --> 00:31:26,980

even have to be an exit thing.

People undervalue themselves,

552

00:31:27,070 --> 00:31:29,270

undervalue their products and

their value their services.

553

00:31:29,270 --> 00:31:32,330

So you can very often get a very

quick win there just by

554

00:31:32,330 --> 00:31:35,600

increasing your pricing by 10%.

And your customers would be

555

00:31:35,600 --> 00:31:37,820

delighted with that.

I mean, they're kind of think of

556

00:31:37,820 --> 00:31:40,460

a man of about five years of you

being incredibly cheap.

557

00:31:40,460 --> 00:31:43,550

Now I'm just paying what she's been

paying all along. Yeah, right.

558

00:31:43,550 --> 00:31:45,380

So you can look at that.

So I always look at the

559

00:31:45,380 --> 00:31:48,740

commercials first.

Um, I then go behind that and I look

560

00:31:48,740 --> 00:31:52,790

at the finances only because the

finances are where you can find

561

00:31:52,790 --> 00:31:56,120

lots of the skeletons, even if you

weren't looking for skeletons,

562

00:31:56,120 --> 00:31:59,000

even if the business doesn't believe

it has skeletons, the finances

563

00:31:59,000 --> 00:32:02,210

is where it's going to come out.

You're going to find a line in a

564

00:32:02,210 --> 00:32:04,370

budget somewhere, and it's kind

of like, what's that for?

565

00:32:04,370 --> 00:32:06,290

I don't know,

I've always meant to ask that.

566

00:32:06,620 --> 00:32:09,470

Yeah, I should, I should, I should

go and figure it all out. Yeah.

567

00:32:09,710 --> 00:32:13,070

Let's do that before we get into

due diligence then and. Right.

568

00:32:13,070 --> 00:32:16,820

And then from there I go into the

operations, the people of the HR

569

00:32:16,850 --> 00:32:21,530

who are key employees, who, who if

they choose to leave tomorrow, it

570

00:32:21,530 --> 00:32:24,500

would be sad to lose a team member,

but they're not going to disrupt

571

00:32:24,500 --> 00:32:26,720

the business and things like that.

But essentially,

572

00:32:26,720 --> 00:32:30,710

the thought process in my head,

I touch every part of the business.

573

00:32:30,710 --> 00:32:32,900

I look at every there's nothing

I don't touch.

574

00:32:32,990 --> 00:32:36,350

And the one that's very often

overlooked is customer service.

575

00:32:36,590 --> 00:32:39,440

I think I find people always

overlook customer service,

576

00:32:39,440 --> 00:32:41,910

and yet they're the ones that are

talking to your customers every day.

577

00:32:41,940 --> 00:32:44,430

It's like. Um, maybe.

Maybe, maybe you should be

578

00:32:44,430 --> 00:32:46,680

talking to them more often.

But essentially,

579

00:32:46,680 --> 00:32:51,360

I think what I do is, um,

during that discovery process is I do

580

00:32:51,360 --> 00:32:55,830

the type of due diligence I would

expect an investor to do so that

581

00:32:55,830 --> 00:32:59,520

I find that before they find it.

And if I find that we can fix it,

582

00:33:00,330 --> 00:33:04,200

and if we can't fix it because it's

2 or 5 years to kind of change

583

00:33:04,200 --> 00:33:07,860

something, Um, then at least we

can get a story or narrative

584

00:33:07,860 --> 00:33:11,070

round about it. We can start.

That's the plan we've identified.

585

00:33:11,070 --> 00:33:14,340

This is a weakness within our

business. Here's what we're doing.

586

00:33:14,370 --> 00:33:16,740

Working on it for six months.

But there's another 18 months

587

00:33:16,740 --> 00:33:18,870

before we've got it fixed.

But do you know what?

588

00:33:18,870 --> 00:33:20,700

That's a great thing.

Because you're going to invest

589

00:33:20,700 --> 00:33:22,680

in us now,

and you're going to get the benefit

590

00:33:22,680 --> 00:33:25,950

of this work in 18 months time.

And that's where the comes to grow.

591

00:33:25,980 --> 00:33:29,670

So so that that helps me a lot

actually when you saying that.

592

00:33:29,670 --> 00:33:33,270

because when you're talking about,

you know, 3 to 6 months of kind

593

00:33:33,270 --> 00:33:37,560

of getting ramped up to sell that

time frame surprised me thinking it

594

00:33:37,560 --> 00:33:40,410

would be much longer than that for

your typical company who doesn't

595

00:33:40,410 --> 00:33:43,380

have all their stuff together,

but you put it that way.

596

00:33:43,380 --> 00:33:46,770

There are probably some key things

that you're going to unearth that

597

00:33:46,770 --> 00:33:51,900

don't take two years to turn around.

It's about it's about the intent of

598

00:33:51,900 --> 00:33:55,080

turning them around and starting

to to work on that, that you can.

599

00:33:55,080 --> 00:33:58,740

Investors are going to see the

the truth in that. Yeah.

600

00:33:58,740 --> 00:34:01,860

And there's a couple of dynamics

in there.

601

00:34:02,130 --> 00:34:05,040

Um, one dynamic is no one's

going to buy your business if

602

00:34:05,040 --> 00:34:09,000

there's no upside for them.

So if we spend two years improving

603

00:34:09,000 --> 00:34:11,910

your business, and your business is

now perfect, which doesn't exist.

604

00:34:11,910 --> 00:34:15,210

But see, your business is perfect,

why am I buying your business

605

00:34:15,210 --> 00:34:17,850

when I get no upside?

You're taking all the money off

606

00:34:17,850 --> 00:34:20,140

the table.

I'm just ending up with your business

607

00:34:20,140 --> 00:34:22,750

and I'm running your business.

But I don't see how I can

608

00:34:22,750 --> 00:34:25,540

improve on it. And me?

And I want to have a return on

609

00:34:25,540 --> 00:34:27,940

my money, I want it.

I want to see something.

610

00:34:27,940 --> 00:34:31,090

I want to implement a better

strategy, a different strategy.

611

00:34:31,090 --> 00:34:34,270

I want to attach your company to my

other company so that between the

612

00:34:34,270 --> 00:34:37,630

two of you, we can move forward.

So any investor has to have an

613

00:34:37,630 --> 00:34:40,000

upside.

So if you do have a problem

614

00:34:40,000 --> 00:34:43,240

within the business, that would

traditionally be a negative.

615

00:34:43,270 --> 00:34:46,150

We can turn that into a positive by

saying this is where you get your

616

00:34:46,150 --> 00:34:49,060

upside. We're working on it today.

We've got a plan.

617

00:34:49,060 --> 00:34:51,580

We've identified it.

This is where the upside comes from.

618

00:34:51,580 --> 00:34:55,180

We're going to sell it to you today.

You get this upside in 18 months

619

00:34:55,180 --> 00:34:57,580

time.

That that's a really good story.

620

00:34:57,580 --> 00:35:00,910

So it means that anyone buying

the business can see the benefit

621

00:35:00,910 --> 00:35:04,660

and they get some return on it.

But the other thing then is the

622

00:35:04,660 --> 00:35:08,170

depends on the level and the

sector that you're in.

623

00:35:08,920 --> 00:35:13,390

Um, what a VC will look for is

entirely different to what

624

00:35:13,390 --> 00:35:16,540

private equity will look for,

which is entirely different to

625

00:35:16,540 --> 00:35:19,360

what your biggest competitor,

who's five times bigger than you,

626

00:35:19,360 --> 00:35:23,350

is looking for in your business.

So understanding what your exit

627

00:35:23,350 --> 00:35:28,330

strategy is and who's most likely

to buy your business will help

628

00:35:28,330 --> 00:35:32,510

us understand what parts of your

business we need to be working on,

629

00:35:32,510 --> 00:35:37,010

fixing any problems that we find

and where when we are coming across

630

00:35:37,010 --> 00:35:41,270

the story telling this narrative of

this is what you get out of buying

631

00:35:41,270 --> 00:35:44,990

my business today comes from all

of those things will be different.

632

00:35:45,140 --> 00:35:49,010

I very often talk about when you

get into valuations,

633

00:35:49,010 --> 00:35:53,720

your business is a value,

but the person the the value.

634

00:35:53,720 --> 00:35:57,500

So if I'm buying your business,

your business is of value as a

635

00:35:57,500 --> 00:35:59,480

fundamental value.

And we can calculate what that

636

00:35:59,480 --> 00:36:02,660

is based on lots of different

criteria discounted cash flow,

637

00:36:02,660 --> 00:36:06,410

which I'm not a huge fan of or a

multiple within your industry,

638

00:36:06,410 --> 00:36:08,090

that kind of stuff.

So I can value your business

639

00:36:08,390 --> 00:36:12,140

very easily.

But if my plan is to take your

640

00:36:12,140 --> 00:36:15,440

business and attach it to my two

other businesses, suddenly your

641

00:36:15,440 --> 00:36:19,490

business is worth significantly more

to me than anyone else, because

642

00:36:19,490 --> 00:36:22,100

that's going to be cross-selling my

other businesses into your business

643

00:36:22,100 --> 00:36:26,600

so I can increase your revenue by

40% a day by you. That's right.

644

00:36:26,780 --> 00:36:29,630

And so there's a value of your

business and a value to the

645

00:36:29,630 --> 00:36:32,900

buyer of your business. Correct.

And if. There's a financial.

646

00:36:32,900 --> 00:36:35,720

Value and a strategic value.

Yeah, exactly.

647

00:36:35,720 --> 00:36:40,010

And if we can understand what that

is it can take me I can change the

648

00:36:40,010 --> 00:36:43,010

valuation of your business within

a few weeks just by changing that

649

00:36:43,010 --> 00:36:47,150

narrative. By changing that story.

Yeah, that says this is what my

650

00:36:47,150 --> 00:36:50,690

business has done historically,

but it's part of your organization,

651

00:36:50,690 --> 00:36:54,500

VCP, our other competitor,

other business.

652

00:36:54,500 --> 00:36:59,450

This is the value we would bring

to you. Yeah, that's that's huge.

653

00:36:59,450 --> 00:37:02,180

I mean yeah, that's going to get

that's going to take you getting

654

00:37:02,180 --> 00:37:05,930

in there into the weeds and trying

to determine who that buyer is so

655

00:37:05,930 --> 00:37:09,600

that the narrative can can map.

Um, so there's a lot of digging

656

00:37:09,600 --> 00:37:12,780

that's got to happen for that to

happen. Yeah, completely.

657

00:37:12,780 --> 00:37:18,510

And, um, I very often, um, um,

tell people that, um,

658

00:37:18,510 --> 00:37:21,270

and this is a bad analogy,

but it's the best one I've got.

659

00:37:21,510 --> 00:37:24,690

Um, if you if you're going to sell

your house, the first thing you do is

660

00:37:24,690 --> 00:37:29,190

remove your furniture and stage it.

Yeah, because it's still your house.

661

00:37:29,280 --> 00:37:31,230

You've not fundamentally changed

your house.

662

00:37:31,260 --> 00:37:34,560

You're just presenting it in a way

that appeals to the best buyer,

663

00:37:34,560 --> 00:37:36,480

who's going to give you the most

money to sell your house.

664

00:37:36,630 --> 00:37:40,230

That's what I do with businesses.

I'm not changing your business,

665

00:37:40,230 --> 00:37:43,290

but sometimes I do because it's the

right thing to do for your business.

666

00:37:43,290 --> 00:37:47,310

But I'm staging your business

the right way for the best buyer

667

00:37:47,310 --> 00:37:49,650

to come in and give you the best

price for your business.

668

00:37:49,650 --> 00:37:53,550

And ideally, I would like a year

to do that, because sometimes I do

669

00:37:53,550 --> 00:37:56,220

want to fundamentally change some

parts of your business that aren't

670

00:37:56,220 --> 00:37:59,280

working as well as they could,

but that's just good business.

671

00:37:59,490 --> 00:38:01,740

Other times,

I sure do that in three months time.

672

00:38:01,740 --> 00:38:04,290

Just by changing the narrative,

changing your strategy,

673

00:38:04,290 --> 00:38:08,250

changing the vision that the

business has and that will appeal

674

00:38:08,250 --> 00:38:13,110

to a buyer in a different way.

Yeah, it's so interesting.

675

00:38:13,350 --> 00:38:16,260

Uh, I love it because, uh,

I have a lot of, a lot of thoughts

676

00:38:16,410 --> 00:38:18,690

swirling around in my head.

But we got to end this here pretty,

677

00:38:18,690 --> 00:38:21,190

pretty soon.

So, uh, let me let me ask.

678

00:38:21,340 --> 00:38:23,440

Let me. Wow.

Oh, I know, I know,

679

00:38:23,440 --> 00:38:26,740

I just have a part two of this.

I have you come back. Cool. Yeah.

680

00:38:26,740 --> 00:38:30,520

What what's the one thing right

now that maybe a mid-market

681

00:38:30,520 --> 00:38:34,000

company that wants to exit, what

can they do to improve valuation?

682

00:38:34,000 --> 00:38:36,010

Like, you know,

you go into companies all the time.

683

00:38:36,010 --> 00:38:40,240

What's the one thing you see

that people could just do the.

684

00:38:40,240 --> 00:38:42,940

Well, first of all,

the one thing that everyone is doing

685

00:38:42,940 --> 00:38:45,970

at the moment if they want to exit

is they're focusing on EBITDA.

686

00:38:46,300 --> 00:38:49,960

Every every company is looking

at EBITDA, and that's great.

687

00:38:49,960 --> 00:38:53,230

But you're not going to influence

your EBITDA in a significant way.

688

00:38:53,530 --> 00:38:56,440

Um, in the next three,

six months, it's going to be 12,

689

00:38:56,710 --> 00:38:59,500

24 months before you do that.

So sure, keep doing that.

690

00:38:59,500 --> 00:39:02,860

But that's a long term plea.

The one thing you can change is

691

00:39:02,860 --> 00:39:05,800

what we've just spoken about, which

is your vision and your strategy.

692

00:39:05,800 --> 00:39:08,650

Okay, where is this company going?

And if you can,

693

00:39:08,650 --> 00:39:12,520

if you can show that you're in a

marketplace where the total

694

00:39:12,520 --> 00:39:16,390

addressable market is a billion.

If you can change that by

695

00:39:16,390 --> 00:39:18,250

pivoting your business.

And now suddenly the total

696

00:39:18,250 --> 00:39:21,550

addressable market is 10 billion.

Hang on. That's more interesting.

697

00:39:21,550 --> 00:39:23,800

How do we get there?

So let's change the strategy to

698

00:39:23,800 --> 00:39:28,390

slightly describe the business

in a different way that says,

699

00:39:28,390 --> 00:39:31,360

actually we're going after this

1 billion marketplace,

700

00:39:31,360 --> 00:39:34,580

but as soon as we've got halfway

down that we're then going to start

701

00:39:34,580 --> 00:39:38,540

the second 10 billion marketplace,

suddenly your business is

702

00:39:38,540 --> 00:39:42,590

becoming much more interesting.

So that vision, that strategy,

703

00:39:42,590 --> 00:39:46,040

and essentially it's the staging

your house, staging your house,

704

00:39:46,370 --> 00:39:49,700

that's how you stage your house will

fundamentally change your business.

705

00:39:50,000 --> 00:39:54,980

So if you think about it in the most

simplistic terms, most valuations

706

00:39:54,980 --> 00:39:59,570

are the value of your EBITDA.

How much money you make before, um,

707

00:40:00,110 --> 00:40:04,250

tax and, uh, amortization and uh,

um, uh, things.

708

00:40:05,090 --> 00:40:07,040

The depreciation,

that was the word I was looking for.

709

00:40:07,130 --> 00:40:09,890

Um, so that's a number.

And then traditionally,

710

00:40:09,890 --> 00:40:11,840

depending on what sector you're in,

it's a multiple.

711

00:40:12,980 --> 00:40:16,640

If you focus on the EBITDA number,

that will take you a while to get it.

712

00:40:16,940 --> 00:40:20,360

If you focus on your multiple number,

the multiple is never a number,

713

00:40:20,360 --> 00:40:24,200

by the way. It's always a range.

So if you're in marketing services,

714

00:40:24,200 --> 00:40:27,410

it can be anywhere from four.

If you're kind of small,

715

00:40:27,410 --> 00:40:30,830

or if you've not got as much

recurring revenue in your project

716

00:40:30,830 --> 00:40:35,360

base and stuff up to 6 or 8.

Um, I do know one business that I've

717

00:40:35,360 --> 00:40:38,930

been working with that is up to 12.

Um, and that's unusual,

718

00:40:38,930 --> 00:40:41,570

but they've got a really unique

business and that's cool.

719

00:40:41,960 --> 00:40:44,510

Um, so if you focus on the

EBITDA number, it will take you

720

00:40:44,510 --> 00:40:47,330

a while to get there.

If you focus on changing all the

721

00:40:47,330 --> 00:40:51,110

narrative around about your, uh,

multiple number, I can take you from

722

00:40:51,110 --> 00:40:54,680

4 to 4 and a half in a few weeks.

I can take you from a six to an

723

00:40:54,680 --> 00:40:58,610

eight in a few months.

And suddenly you're talking about.

724

00:40:58,610 --> 00:41:00,170

Hang on.

So what you're telling me is I

725

00:41:00,170 --> 00:41:04,100

need to double my EBITDA number in

three months, or I doubled the or I

726

00:41:04,100 --> 00:41:09,030

increased one point on to the, uh,

multiple. Multiple on the multiple.

727

00:41:09,450 --> 00:41:12,720

Let's do the multiple. I can do that.

I can do that quickly.

728

00:41:12,720 --> 00:41:15,330

And that's where the staging of

your house comes from.

729

00:41:15,330 --> 00:41:18,390

Um, if you know what the

investors are looking for,

730

00:41:18,390 --> 00:41:22,410

if you know what they are, um,

willing to put their money behind,

731

00:41:22,410 --> 00:41:26,490

whether it's a VC, private equity

or a, um, a strategic buyer.

732

00:41:26,700 --> 00:41:30,120

Um, if you know what those things

are, we can we can tell a story

733

00:41:30,120 --> 00:41:33,270

that will increase that multiple

quite easily and quite quickly.

734

00:41:33,270 --> 00:41:35,490

It doesn't mean you need to

change your business.

735

00:41:35,490 --> 00:41:39,690

If I see if I see in your multiple,

we're expanding into Europe and the

736

00:41:39,690 --> 00:41:42,480

investor says, oh great, have you

got a plan to expand into Europe?

737

00:41:42,480 --> 00:41:44,910

And you go, uh, well, no,

we just spoke about it last week.

738

00:41:44,910 --> 00:41:48,510

We're not we've not done anything.

But yeah, we do need to have

739

00:41:48,510 --> 00:41:50,970

some substance about it.

So it's not just a case of a new

740

00:41:50,970 --> 00:41:53,250

stories.

It's making sure there's a new story.

741

00:41:53,250 --> 00:41:54,720

It's making sure it's a credible

story.

742

00:41:54,720 --> 00:41:58,230

It's making sure that you're going to

pass due diligence with that story.

743

00:41:58,230 --> 00:42:00,960

So you can't just kind of go,

oh, man, yeah,

744

00:42:00,960 --> 00:42:04,530

we're flying to the moon tomorrow.

It's great. I'm a 20 multiple. Yeah.

745

00:42:04,770 --> 00:42:07,050

There needs to be the backing

round about it.

746

00:42:07,050 --> 00:42:09,090

And that's kind of what I do.

I come in,

747

00:42:09,090 --> 00:42:13,170

I help you do the the the new story.

I help you change the multiple.

748

00:42:13,170 --> 00:42:15,030

I help you do the staging of

your house.

749

00:42:15,030 --> 00:42:19,800

Then I make sure through the the

discovery process I'm doing and

750

00:42:19,800 --> 00:42:23,320

preparing you for due diligence.

That actually is a credible story.

751

00:42:23,320 --> 00:42:26,110

It's a story that people will

understand this, a story that people

752

00:42:26,110 --> 00:42:29,860

will recognize that your best place

to deliver on, you've already

753

00:42:29,860 --> 00:42:32,680

started that part of the journey.

So it's not pie in the sky,

754

00:42:32,680 --> 00:42:36,190

and you can move forward.

And as one of the parts of the

755

00:42:36,190 --> 00:42:39,070

business that I do that that

improving your valuation and

756

00:42:39,070 --> 00:42:44,080

getting ready for an exit, that's a

fundamental part of it, I love it.

757

00:42:44,260 --> 00:42:47,740

This has been very interesting and

uncovered some new ideas for me,

758

00:42:47,740 --> 00:42:51,400

so I appreciate that.

Uh, and thanks again for coming on.

759

00:42:51,520 --> 00:42:54,370

Um, if I want to send people

your way, where do I send them?

760

00:42:54,700 --> 00:42:57,910

Generally, the best place to

find me is, um, uh, LinkedIn.

761

00:42:57,910 --> 00:43:00,340

I have a website which is

Bletchley group.com.

762

00:43:00,340 --> 00:43:01,930

I'm currently changing it at the

moment.

763

00:43:01,930 --> 00:43:04,690

But LinkedIn, you can always find me.

You'll see a face not too

764

00:43:04,690 --> 00:43:08,710

dissimilar to this one.

Um, I'm Jim Stevenson, so LinkedIn,

765

00:43:08,710 --> 00:43:12,460

Jim Stevenson, you'll find me.

And if anyone's got any questions,

766

00:43:12,460 --> 00:43:15,490

I'm always happy to talk to people.

If I can help, advise.

767

00:43:15,490 --> 00:43:18,820

If you want to employ me to do

your staging of your home, I'm

768

00:43:18,820 --> 00:43:22,870

happy to do that as well. Yeah, I.

Think it's it's, you know, for people

769

00:43:22,870 --> 00:43:26,830

that are in the market right now for

wanting to know more about valuation,

770

00:43:26,830 --> 00:43:30,610

thinking about exiting 100%

would think it's a great, great,

771

00:43:30,760 --> 00:43:33,670

great thing to have a conversation

with you and talk more about it,

772

00:43:33,670 --> 00:43:37,630

because it's really reframing

your mind about what about your

773

00:43:37,630 --> 00:43:41,080

business and where it's headed,

so that it maps to your buyer and

774

00:43:41,080 --> 00:43:44,140

understanding who your buyer is.

It's it's just marketing your

775

00:43:44,140 --> 00:43:47,470

company to a new market versus

your product to the market that

776

00:43:47,470 --> 00:43:51,970

you're I mean. It's marketing.

It's marketing. 101 Jamie Lee.

777

00:43:51,970 --> 00:43:54,520

So so when you started off this

conversation talking about my

778

00:43:54,520 --> 00:43:58,460

work at Bacardi, yes,

this is marketing for businesses,

779

00:43:58,460 --> 00:44:01,400

and it's just understanding your

buyer and making sure that

780

00:44:01,430 --> 00:44:04,970

you've got product market fit.

And the simplest terms.

781

00:44:05,330 --> 00:44:07,070

Um,

so as long as people are willing to,

782

00:44:07,100 --> 00:44:12,260

to accommodate my Scottish accent,

I need to talk to them. I love it.

783

00:44:12,920 --> 00:44:15,950

Okay, well, we'll send them there.

And, uh, thanks again.

784

00:44:15,950 --> 00:44:19,340

We'll definitely have you back and,

uh, do another part two of this.

785

00:44:19,820 --> 00:44:22,220

Awesome. I'm looking forward to it.

It's been great chatting, Lee.

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