The Investment Exchange

Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions, investment and personal growth insights. In this issue, we bring you the latest deals and opportunities plus introduce some of the podcasters, influencers and content creators that are shaping the investment landscape.  

Contents

1. Weekly Update - Where to find deals & SME Director of the Year

2. Current Investment Opportunities - ViatechMD

3. Property with Paul - Unlock the Power of Data in Property Investment

4. Expert Corner - Acquiring Minds Podcast

5. Investment Opportunity - $1,000,000 Commission available

6. Events, Offers and Announcements - Traditional Sales is Dead: The NEW Model of Selling with Dan Kuschell

Section 1 - Weekly Update

I often get asked where do we find new parters or potential deals so thought I’d break it down in this video shared on IG this week

rosstomkins4

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and before we kick on with this weeks opportunities, I need your help. I am thrilled and honoured to announce that I have been nominated for the prestigious Veblen Directors Award 2024 in the SME Director of the Year category!

Your support in helping me win this award would mean the world to me. Voting is quick and easy, taking less than 15 seconds of your time.

Here’s how you can vote:

1. Visit: Veblen Directors Award Voting Page

2. Locate my profile and click “VOTE.”

Every vote matters, so please feel free to share this with your friends, family, and colleagues.

Thank you so much for your support—it truly means a lot to me!

Section 2 - Investment Opportunity: ViaTechMD

Please contact Benjamin for more information

Section 3 - Property with Paul: Unlock the Power of Data in Property Investment

When it comes to property investment, data analysis tools can be incredibly valuable. While Rightmove is a well-known source for finding properties with numerous search criteria, what if you need more? Perhaps you’re looking for demographic information to base your investments on or deeper insights into potential deals. There are other data providers that can help you make informed decisions.

Key Search Criteria to Consider:

- HMOs

- Below market price

- Tenanted properties

- Probate sales

- Time on the market

- Re-marketed properties

These are just a few examples, and there’s plenty of help available. Platforms like Roofstock, Propmarker, Property Filter, and Property Data offer the ability to search for properties and analyze deals using metrics like rental values, which are crucial for buy-to-let purchases. Some even include checklists for purchasing costs, which can quickly add up and are often overlooked—not to mention the most important metric: your ROI.

While many tools claim to use AI, let’s be honest, who doesn’t nowadays? One standout tool is PaTMa, a Chrome extension that allows you to quickly analyze buy-to-let property deals. It calculates essential numbers like yield, ROI, and profit, and even assesses mortgage affordability based on standard criteria.

Remember, these tools are designed to streamline your analysis process, making property investment more efficient and informed. If you’re investing for the first time, it’s wise to have someone to bounce your ideas off before committing. In my experience, no matter how much analysis you do, having the right mindset is crucial. Discussing deals with a mentor, solicitor, or agent will help build confidence, making it easier to start building your portfolio.

Section 4 - Expert Corner: Acquiring Minds Podcast

We were introduced to this podcast this week by a US business broker. In this episode Austin Smoak shared his journey of securing investment to acquire a profitable roofing business from BizBuySell. Key points from his interview include:

- Goldman Sachs Experience: How it prepared him for business ownership.

- Franchise Ownership: Insights on passively owning franchises.

- Broker Preferences: Why he favours local brokers over proprietary searches.

- Business-Buyer Fit: Finding a business that aligns with his skills and goals.

- Roll-Up Strategy: Plans to scale the business by acquiring similar firms.

- Change Management: His approach to managing business transformations.

- Family Office Funding: Pros and cons of being funded by a family office.

- Roofing Business Scope: Overview of his residential roofing business.

- Florida Roofing Industry: Trends and opportunities in Florida’s roofing sector.

- Digital Marketing: Strategies for using digital marketing to drive growth.

For more details, connect with Austin through the provided links.

Section 5 - Investment Opportunity: Hydrogen Business, $1,000,000 Commission available

A cutting-edge hydrogen business, valued at $440 million, is offering a prime investment opportunity. The company is seeking a $20 million investment in exchange for 10% equity. This hydrogen business is positioned as a leader in the rapidly growing sector, driving innovation and poised to capitalize on the global shift towards clean energy.

The minimum investment is $1 million, and attractive commissions are available for successful introductions.

This is a chance to be part of the future of energy by investing in a market leader in the hydrogen industry.

For more information, potential investors can contact [email protected].

Section 5 - Events, Offers and Announcements: Traditional Sales is Dead: The NEW Model of Selling

The era of traditional sales methods is over, and companies that cling to outdated models are struggling to keep up. To achieve sustained success, businesses need to modernize their sales approach by fostering a buyer's culture rather than a seller's culture. This shift not only attracts your target audience but also doubles your sales, transforms employees into top-performing salespeople, and alleviates the daily grind of business operations.

In the latest episode of Growth to Freedom, Dan outlines essential strategies for contemporary sales success. He emphasizes the importance of creating a buyer's culture and shares crucial questions to ask potential clients. Additionally, listeners will get an exclusive preview of Dan's 12-step sales blueprint, designed to elevate customer service reps into high achievers.

Enjoy

Happy investing!

Ross and The Investment Exchange Team

P.S Whenever you’re ready, here are 3 ways we can work together

1. Apply to join our small group accountability program. With 3 and 12 month options this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.

2. Submit a pitch deck or investment proposal to share in an upcoming newsletter

3. Reach out about investing in one of our SEIS or EIS projects

Contact [email protected]

We hope you find this edition of "The Investment Exchange" informative and valuable. Your feedback and suggestions are important to us, so please feel free to reach out to us with any comments or ideas for future editions.

Note: This content is intended for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment de