Helping Veterans Acquire Businesses | No cost or gimmicks | https://xitter.cf/t.co/UwRkp9nqfA | No legal advice
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Joined May 2022
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🇺🇸Announcing Veteran ETA Roundtable🇺🇸
I'm launching the "Veteran ETA Roundtable" to create a platform for military veterans interested in ETA to learn about business acquisition, share experiences, and support each other. This program, recurring every three weeks on Zoom, starts November 8th, 7:30-8:30 PM EST.
Each session will feature a 20-30-minute subject matter expert-led presentation on a different stage of business acquisition followed by a Q&A session.
Interested in attending? The sign-up link is in my bio, or drop me your email, and I'll send you the invite with the recurring Zoom link. The signup page also provides the topics for the upcoming session. Please share with any veterans you think might be interested. Appreciate the feedback and support on this from @markbdelaney @elialbrecht @PhillySMB
Can't wait to connect with and learn from other vets in this space.
Just got off the phone with Veteran close to getting under LOI for a roofing business. Looking to connect him with another veteran who has acquired and operated a roofing business. Let me know if you’re interested in connecting. You can DM me your email and I’ll connect you all.
Thanks!
Veteran ETA will be highlighting veterans in the ETA space who have been featured on podcasts. Hope it connects with some fellow veterans!
Former Army Special Operations officer John Hubbard joined Acquiring Minds to share how he acquired Express Custom Trailers through a self-funded search. His story demonstrates how the leadership, decision-making, and team-building skills developed through military service can translate directly into owning and growing a small business.
If you're a veteran exploring Entrepreneurship Through Acquisition, this episode is well worth a listen. Link to the episode is in the comments.
Does anyone have experience in the trucking and transport industry and would be open to connecting? I have a contact—a Navy EOD veteran and former COO of a small trucking company—who’s launching his own business and looking to connect with others in the field.
SBA 7(A) Question– Seller’s Spouse Post-Sale Employment
In a complete change of ownership, can the seller’s spouse (a current employee) stay on post-sale? SOP limits the seller to a 12-month consultant role, but I can’t find guidance on spouses. Is this addressed in the SOP or left to lender discretion? Thanks for any help!
@SBA_Matthias @SAOliver_Atty @lawyer4SMBs @elialbrecht @SMB_Attorney
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, May 28 (730pm-815pm EST)
Join us for the 21st Veteran ETA Roundtable Session, featuring Goran Pavlovski, who will provide an overview of the newly released SBA SOP 50 10 8. Goran brings extensive experience as both a lender and advisor in SBA transactions and will share key insights and responding to questions on how the updated SOP may impact deal structures in SBA-financed acquisitions.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅ Access to the Veteran ETA Slack Channel for you to connect with other veterans and post questions/resources.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Goran, for supporting veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in comments, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
People often assume lawyers are cutthroat, but I want to give a heartfelt (and belated) thank you to @elialbrecht, @lawyer4SMBs, and @SAOliver_Atty for helping an associate from outside their firm. During a hectic time in my career, they each jumped on a call with me—without hesitation—and took time to provide educational guidance on SBA deal structuring purely as a professional courtesy. I’m incredibly grateful for their generosity and professionalism. I’ll always remember it and will pay it forward!
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, January 2nd (730pm-815pm EST)
Join us for the 20th Veteran ETA Roundtable Session, where @AdamMarkleySMB will share his extensive experience in acquiring and investing in multiple businesses. Adam is a trusted authority with extensive experience to draw from, offering practical insights that only someone who has, on multiple occasions, successfully navigated the complexities of business acquisitions firsthand can provide. He will specifically focus on how to maximize post-acquisition value by making strategic decisions during the pre-acquisition phase.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅Follow up weekly newsletter featuring additional resources to build upon and prepare for future roundtable sessions.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Adam, for supporting veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
🚨 CTA Update 🚨
FinCEN (the agency enforcing CTA) has now extended certain Beneficial Ownership Information (BOI) reporting deadlines in light of the recent dedicáis by the Firth Circuit to stay the national injunction, reinstating compliance deadlines. Key updates:
•Companies formed before 1/1/24: File by 1/13/25
•Companies formed 12/3/24–12/23/24: +21 days from original 90 days deadline
•Post-1/1/25 formed: 30 days from date of formation to file.
🚨CTA Breaking News🚨
The 5th Circuit has stayed the injunction against the Corporate Transparency Act (CTA), reinstating the January 1, 2025, BOI reporting deadline for existing companies formed before January 1, 2024. Companies formed in 2024 have 90 days from the date of formation (moving to 30 days starting in 2025)
CTA requires most U.S. corporations, LLCs, and similar entities to report their beneficial ownership information (BOI) to FinCEN. It is expected that nearly 90% of the approximately 30
million entities in the US have not filed.
It is unclear whether FinCEN will grant a deadline extension amid recent uncertainty and the holiday season.
Government at its finest. Happy holidays
🚨CTA Breaking News🚨
The 5th Circuit has stayed the injunction against the Corporate Transparency Act (CTA), reinstating the January 1, 2025, BOI reporting deadline for existing companies formed before January 1, 2024. Companies formed in 2024 have 90 days from the date of formation (moving to 30 days starting in 2025)
CTA requires most U.S. corporations, LLCs, and similar entities to report their beneficial ownership information (BOI) to FinCEN. It is expected that nearly 90% of the approximately 30
million entities in the US have not filed.
It is unclear whether FinCEN will grant a deadline extension amid recent uncertainty and the holiday season.
Government at its finest. Happy holidays
Anyone used verifyinvestor(dot)com?
I’m working through a 506(c) capital raise as part of an acquisition and wanted to see if it’s a service worth reccomendkng to my clients . Thanks
@investing_law @SMB_Attorney @Notion4Lawyers
Session #19 of the Veteran ETA Roundtable will take place today from 7:30 p.m. to 8:15 p.m. EST! Link to register in my profile. Thanks!
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, December 11th (730pm-815pm EST)
Join us for the 19th Veteran ETA Roundtable Session, where special forces veteran @jackson_jary will discuss his experience acquiring a gov con business and obtaining service disabled veteran owned small business (SDVOSB) certification. This is an excellent opportunity for Veteran ETA community members to learn about the gov con space and advantages for veterans who own and operated these businesses.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅Follow up weekly newsletter featuring additional resources to build upon and prepare for future roundtable sessions.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Jary, for supporting fellow veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, December 11th (730pm-815pm EST)
Join us for the 19th Veteran ETA Roundtable Session, where special forces veteran @jackson_jary will discuss his experience acquiring a gov con business and obtaining service disabled veteran owned small business (SDVOSB) certification. This is an excellent opportunity for Veteran ETA community members to learn about the gov con space and advantages for veterans who own and operated these businesses.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅Follow up weekly newsletter featuring additional resources to build upon and prepare for future roundtable sessions.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Jary, for supporting fellow veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
Veteran ETA 🇺🇸 retweeted
If you are:
- a military veteran in the U.S. 🇺🇸
- actively engaged in a self-funded ETA search ⚙️
… the Ambassador team at @IVMFBunkerLabs is hosting a free mastermind program.
🚨 Applications due 12/1. 🚨
Details below.
Veteran ETA Updates!
(1) We locked in our first intern! If you're a veteran interested in having a college student help support your search with part-time work, please reach out!
(2) Had a great session 16 with @patrickdichter discussing his acquisitions and post-close accounting considerations.
(3) Locked down our sessions 17 -20 with @JermanMichael leading this session and @jackson_jary, John Pancionne, and @AdamMarkleySMB on the schedule!
Thanks to all for their support of veterans buying a business.
Veteran ETA is a free and solicit-free community of veterans interested in entrepreneurship through buying a business.
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
Veteran ETA 🇺🇸 retweeted
Many worry that UVA's administration is engaged in a sustained war against Greek Life.
These fears have grown after a Theta Chi member shared an audio recording of Donovan Golich, the assistant director of accountability in Student Affairs, during a student interrogation.
16th Session of Veteran ETA Roundtable tonight!
If you're a military veteran interested in or experienced in entrepreneurship through buying a business, join us for this terrific discussion and connect with a great community.
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, September 18th (730pm-815pm EST)
Join us for the 16th Veteran ETA Roundtable Session, where @patrickdichter will discuss his experience acquiring accounting firms and how to streamline accounting post-close. This is an excellent opportunity for Veteran ETA community members to (i) connect with and learn from a successful searcher and (ii) gain insights into accounting considerations after closing a deal.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅Follow up weekly newsletter featuring additional resources to build upon and prepare for future roundtable sessions.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Patrick, for supporting fellow veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
🇺🇸Veteran ETA Roundtable # 7 - Tactical Quick Tip 🇺🇸
In March, @LisaGForrest led session #7 of our Veteran ETA roundtable sessions, speaking on the role of lenders and the SBA process.
Here, Lisa explains the concept of debt service coverage, how banks determine it, and how this debt is structured based on the principle that the new owner will 'do no harm' to the business." Thanks, @LisaGForrest, for sharing your time and insights with our community of veterans looking to acquire a business. The full video discussion and other terrific sessions can be found at the Veteran ETA website (link in my profile).
If you're a military veteran interested in learning about buying a business, join us tomorrow for Session 16 (details in post below). You can sign up through the link on our website (link in profile), or DM me your email, and I'll send you the invite along with the recurring Google Meet link. Feel free to share this with any veterans who might be interested. Veterans of all knowledge levels and areas within the SMB ecosystem are welcome to attend.
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, September 18th (730pm-815pm EST)
Join us for the 16th Veteran ETA Roundtable Session, where @patrickdichter will discuss his experience acquiring accounting firms and how to streamline accounting post-close. This is an excellent opportunity for Veteran ETA community members to (i) connect with and learn from a successful searcher and (ii) gain insights into accounting considerations after closing a deal.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅Follow up weekly newsletter featuring additional resources to build upon and prepare for future roundtable sessions.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Patrick, for supporting fellow veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.
🇺🇸Veteran ETA Roundtable 🇺🇸
Wednesday, September 18th (730pm-815pm EST)
Join us for the 16th Veteran ETA Roundtable Session, where @patrickdichter will discuss his experience acquiring accounting firms and how to streamline accounting post-close. This is an excellent opportunity for Veteran ETA community members to (i) connect with and learn from a successful searcher and (ii) gain insights into accounting considerations after closing a deal.
Here's what to expect in each Roundtable session:
✅A focused ∼20-minute presentation on a key aspect of business acquisition.
✅An interactive Q&A segment.
✅Follow up weekly newsletter featuring additional resources to build upon and prepare for future roundtable sessions.
✅No solicitation or cost to join. EVER. This is a veteran community, not a masterclass.
Thank you, Patrick, for supporting fellow veterans and helping them succeed in entrepreneurship through buying a business!
Interested in attending? The sign-up link is available on our website (link in profile, or you can DM me your email, and I'll send you the invite with the recurring Google Meet link. Please share with any veterans you think might be interested. All knowledge levels and elements of the SMB veteran ecosystem are welcome to attend.