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The stories that you’re about to read are the result of me being passionate about

helping people invest in or acquire successful businesses over the past 30 years.

Throughout my career as a "recovering attorney” and entrepreneur, I've bought and

sold over 100 public and private companies ranging from a few million to over $100

million over the past 30 years. I've focused my career on creative deal structuring

and low to no money down acquisitions where I can add value, grow, scale, and sell

the businesses I acquire. I've developed step-by-step strategies and tactics on both

finding businesses to acquire, how to approach the right people, and how to get

the deals done! And that’s why I created EPIC and, more specifically, this book you

now possess: because I wanted to help entrepreneurs transform their lives and the

lives of business sellers. I wanted to give the tools and resources necessary to scale

every aspect of their business, from bottom-line to valuation, systems to culture,

and everything in between. And above all else, I wanted to put this together to show

people that these strategies are working for people every single day.

In this special Investor Deal Book, we highlight some of our community’s major

successes. From acquisitions to mergers, across industries and at a variety of deal

sizes, we are so excited for every single deal that appears in this book (as well as the

ones that don’t!). However, we also don’t shy away from lessons learned, reflecting

on what went well and what could have gone better.

Whether you close a deal a week or you’ve never done a deal before, our hope is

you finish this book inspired to build a better business of your own—and that you

know the EPIC Network is here to support you when you need it.

Let this book encourage you to make your first (or next acquisition). My only

question for you is, what are you waiting for?

To your success,

Roland Fraiser

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DISCLAIMER

The following stories and reviews are presented to prove what you are

capable of, to show you what your future can look like, to show you

what’s possible.

The following stories come from people who have achieved amazing

success through Ethical Profits In Crisis (E.P.I.C.). You can never expect

the same results as your neighbor or peer, so set your own goals for

your own success. We ask that you do not interpret these stories as a

guarantee of success, but only a driving factor to get to YOUR results.

These people come from all walks of life. They have struggled and

juggled many things that life has thrown at them, but ultimately came

out on top.

• Each of these people...

• Positioned themselves as an investor

• Took on challenges that pushed them to their success

• Utilized the E.P.I.C. Network to connect and build a strong deal flow

• Acquired deals for $0 out of pocket by applying E.P.I.C. strategies

and resources to manifest their mindset to find, fund, buy, and grow

these acquisitions

Success does not come easy. It takes hard work and focus.

These people took on the challenge and set a precedent for their future.

So, to be real, this stuff works - but it’s not easy. E.P.I.C. can provide

the right coaching and skillset to walk you through every step of the

process to come out on top.

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Tom Rauen 8

Result: A Seven Figure T-Shirt Business

Matt Fischer 10

Result: Two Health Clubs with Everything Included

Dominic Wells 12

Result: eCommerce Supplement Business Essentially for Free

Christopher Wick 13

Result: 9 Examples of EPIC’s ROI

Adam Lyons 22

Result: Finding Deals in Non-Traditional Places

Eric Gesinski & Gia Cilento 27

Result: A Partnership of EPIC Proportions

Chris Daigle 29

Result: Passing Plateaus

Erik Bilicki 32

Result: Convenience Store, Consulting, and CEO

Matt Anderson 34

Result: Magnificent Matchmaking

Matt Bodnar 36

Result: Eight Case Studies in Successful Deals

Ritchie Hale 45

Result: Zero Money Down with 80% Financed

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Investor Deal Book

CONTENTS

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Paddy Deighan 48

Result: Magnificent Matchmaking

Justin Stephens 50

Result: Become a partner by offering the service they are missing

Frank Cao 52

Result: Consultation Upfront to Help Secure Future Business

James Bradley 54

Result: Keep the license - keep the business

Josh Marsden 57

Result: E-Comm Acquisition

Mike Woo-Ming 60

Result: Profitable Clinicals

James Gardiner 62

Result: Rule of Price Came With No Price!

Daniel Sweet 64

Result: “As Is” Purchase With Discounted Price

Leslie Levy August 67

Result: Consulting + Phantom for the Equity Win!

Trevor Mauch 70

Result: A Seed Planted Years in Advance Results in a Seven-Figure Acquisition

David Cole 72

Result: A company purchased on 0% interest credit card

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Investor Deal Book

CONTENTS

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Marie-Helene Lammare 75

Result: 7% equity on recurring revenue and 20% on core business

Michael Johnson & Lexi Ruffell 77

Result: From coach to 20% equity partner

Josh Wilkinson 80

Result: 40% of salesprice for pre-exit revenue growth

Mike Demo 82

Result: A zero-down financing deal with equity

Erik Russell 84

Result: Acquisition of SaaS Technology and Equity

Jeff J. Hunter 87

Result: Leveraged an acquisition to expand other businesses

Don Williams 90

Result: A “short circuit” deal

Samuel Cody 92

Result: Increased revenue for 40% at sale

Ed O’Keefe 94

Result: “Sweat Equity” as payment in a big deal

Josmar Tejeda 96

Result: A quick deal with big results

Steve Larosiliere 98

Result: A half day for 50/50 Share

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Investor Deal Book

CONTENTS

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Steve Harward 101

Result: Consulting for Equity in a Highly Profitable Tax Business

Jesse Jackson 104

Result: Persistence Delivers $0 OOP Acquisition

Tom Shipley 106

Result: An idea turns into millions in funding

James & Jennifer Crean 108

Result: Equity and Future Services Contract

Yelitza Mora 110

Result: Equity Stake and a Retainer

Kent Clothier 114

Result: Acquisition Garners Expanded List

Cole Humphus 117

Result: Flipped Script on Acquisition

Brad Costanzo 119

Result: 1X Acquisition After One Conversation

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Investor Deal Book

CONTENTS

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Investor Deal Book

Tom Rauen

Result: A Seven Figure

T-Shirt Business

Contributor: Tom Rauen

Tom Rauen is an

entrepreneur with a

passion for community,

marketing, and innovation.

He is recognized worldwide

for his marketing stunts,

most notably breaking the

Guinness World Record for

wearing the most t-shirts at

once with 247 t-shirts. Tom

has served on the board of

directors for the Eastern

Iowa Juvenile Diabetes

Research Foundation,

Dubuque Area Chamber of

Commerce, Mercy Health

Foundation, Dubuque Men’s

Association, and Dubuque

Community YMCA/YWCA.

Deal Overview:

As the founder and CEO of a custom

screenprinting and embroidery company

(as well as founder and owner of other

companies), Tom Rauen was not new to the

T-shirt industry. This made it easy for him

to approach the owner of a competitor in

the T-shirt industry in 2015 to inquire about

acquiring the intellectual property and/or

domain. What made the acquisition even

easier was that the owner told Tom he was

planning on retiring in 2020. So, over the

course of those 5 years, they kept in touch,

through email and phone calls, building a

relationship and learning about each other

and their businesses. They found that they

shared the same values and beliefs and their

customer base overlapped. When the owner

did retire in 2020, Tom was able to secure his

6th acquisition in 7 years: a zero money down,

owner-financed deal for a T-shirt company

pulling in seven figures in revenue.

EPIC Accelerator

Building a relationship with the

seller was key to a smooth and

successful transaction as well

as post transaction relationship.

“

“

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Investor Deal Book

Takeaways:

• “Building a relationship with

the seller was key to a smooth

and successful transaction

as well as post transaction

relationship.”

• Being proactive in looking for

opportunities also allowed

Tom “to be the first and only

person at the table without the

business going on the public

market.”

• The EPIC program helped

the most when it came

to “structuring the deal”,

especially dealing with seller

financing and the impact

of COVID, we were able to

negotiate terms that were a

win-win for both parties.”

The EPIC program

helped the most when it

came to structuring the deal

“

“

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Matt Fischer

Result: Two Health Clubs

with Everything Included

Contributor: Matt Fischer

EPIC NETWORK

Investor Deal Book

Matt Fischer has been

building, buying, and selling

business for almost 20 years.

He has owned an Internet

Service Provider, a 3D

Computer Assisted Drawing

(CAD) Value Added Reseller

(VAR), a real estate property

management company, a retail

business, and of course Gyms/

Health Clubs. This is a business

that he has grown from $30k

annually to almost $5M in

revenue per year, 9 locations,

and acquired nearly $10M in

real estate, without using any

money out of his pocket.

Deal Overview:

Matt Fischer isn’t new to building businesses

in a variety of industries, but in the last few

years, he has been focused on gyms and

health clubs. Matt’s recent acquisition of two

health clubs—including members, equipment,

and real estate—was found when he started

calling and formed a relationship with the

seller nearly 2 years before the deal closed.

The deal had two LOIs: one with the SBA

and one with the Seller. The first LOI was

an offer to assume the debt on the building

at 2% interest with a fixed low payment for

20 years, converting to a balloon, with no

money down. The second LOI with the Seller

was a simple fixed price on the assets of

the business payable at closing, which was

funded by two separate banks—both of which

agreed to no debt payments for 90 days.

When the dust settled, Matt Fischer was able

to walk away with a net worth increased by

nearly seven figures and an addition of several

thousand per month in positive cash flow.

“Staying patient and non-emotional

are keys to making sure as the deal

changes...its still a good deal.”

“

“

EPIC ELITE

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Investor Deal Book

Takeaways:

• “Staying patient and non- emotional are keys to making

sure as the deal changes...it’s

still a good deal.”

• “I am still growing this

business but also looking to

take these skills (and those I

am learning with EPIC) to find

other platforms to diversify

income and knowledge.”

• “Motivated seller” and a kind

of “deferred down payment”

were the EPIC methods

that helped the most in

establishing the deal.

Business Tips from Roland Frasier

Roland Frasier

@rolandfrasier

“I started to realize that while

that cash up front was nice,

having long-term, sustainable

income would be even nicer.”

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EPIC Accelerator

Deal Overview:

In December 2020, Dominic Wells acquired an

eCommerce supplement business with no money

down. Dominic hired someone who was working

for the supplement business already, and when

the employee told the owner he was leaving,

the owner surprised them with an offer to buy

the business rather than find a replacement hire.

The LOI was relatively straightforward, as the

person who was running the business previously

had just joined Dominic’s team, so they already

had all the due diligence items they needed. He

asked for a few days to look over the financials

and check everything was as it should be. Once

that was squared away and they were ready to

move forward with the purchase, he created an

LLC specifically for the business operations: as

an eCommerce business it needed its own bank,

stripe account, etc. That’s all it took to secure

several thousand dollars per month for a 1-year

deal, for a business that was already generating

enough revenue to cover the payments. This

made it a business that essentially paid for

itself. Without growing the business there was

no take home, but Dominic and his team have

since doubled revenue so that it now generates a

healthy monthly profit.

Takeaways:

• “The key takeaway is that no-money-down

deals do indeed exist.”

• Even though the seller suggested the terms,

“EPIC taught me that it was possible.”

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Investor Deal Book

Dominic Wells

Result: eCommerce

Supplement Business

Essentially for Free

Contributor:

Dominic Wells

Industry thought leader,

international speaker, and

7-figure portfolio business

owner, Dom has been

buying and growing online

businesses since 2014.

He has been featured in

Entrepreneur, Mixergy,

and countless other

publications and podcasts.

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EPIC Coach

The key takeaway is that

no-money-down deals do

indeed exist.

“

“

Deal Overview #1: No Money

OOP Men’s eCommerce Store

The conventional methods of

LinkedIn reach outs brought

Christopher Wick a lot of phone

calls, but no real deals. He decided

to hone in an area he was familiar

with: eCommerce. His reach out to a

men’s grooming eCommerce store

introduced him to a business owner

with his heart in the right place and

a business that he had built from

the ground up, that he was ready to

move on from. The founder wanted

six-figures for his business, but

unfortunately for him and for Chris,

his company wasn’t even worth a

fraction of that. Despite the store

running for 6 years and having an

over 60% recurring customer rate,

his finances weren’t organized, his

business wasn’t staffed, he didn’t

have processes in place, and his wife

was physically making the products

herself and shipping them out.

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Investor Deal Book

Christopher Wick

Result: 9 Examples of EPIC’s ROI

Contributor: Christopher Wick

Christopher is a heart-centered

entrepreneur with a talent for

numbers. As an entrepreneur who

won over 14 awards and helped

over 500 companies by the age of

30, Christopher has built, bought,

and sold various companies relating

to marketing, e-commerce, real

estate, retail, and investing. Wick’s

businesses have been featured by

Huffington Post, ABC, NBC, and Wall

Street Select. Currently, Christopher

is Chairman of Say Yes! Enterprises,

LLC, a Texas-based investment

management company that

acquires, builds and sells companies.

Christopher has a tremendous

passion for helping people thrive in

their companies to grow their profits

thereby growing their teams, families

and impacting their communities.

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Despite this, Chris took a liking

to this entrepreneur and his

business. He wrote them an

official offer and valuation for

what the business was truly

worth, which was less than a 10th

of what they were asking for,

but told them there was another

option: they could either sell it

for what it’s worth or partner

with Chris so he could help get

them exactly what they want.

They chose to partner with

Chris,, released 45% equity of

their small business, and agreed

to pay monthly consulting fees.

The expectations were set that

it would take approximately 12-

18 months to get to where they

wanted to be, and they now have

a closing date set for September

2021... Less than 9 months later.

Chris made it his mission to help

create a wonderful exit for them;

they’re overjoyed with their

outcome, and so is Chris.

The key takeaway is that

no-money-down deals do

indeed exist.

“

“

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Investor Deal Book

Takeaways:

• “Don’t just sell people;

educate them! Seller’s simply

don’t know how to value their

business. It’s your job to help

them understand.”

• “Play the Giver’s Game. I have

over delivered with my team,

my time and my consulting,

and that’s because I knew

what was going to happen. I

knew that I’d be buying them

out eventually and getting

everything that I wanted, so

I made it my life’s mission

to get them everything they

wanted.”

• “Make your first deal your

wildest success story. This

wasn’t my first deal, far from

it, although it was my first ‘No

Money OOP’ deal. I took that

seriously. I wanted to have a

wonderful case study of what

life is like for the seller when

they partner up with a highly

eager acquisition entrepreneur

like myself. I wanted to give

EPIC an amazing case story

of what life can look like when

you live by the question,

‘What does the seller want?’”

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Deal Overview #2: Sold

Majority Share of My Social

Media Marketing Agency

After 7 years of consulting and

over 500+ businesses served,

Chris knew his next chapter

as a professional acquisition

entrepreneur was just around

the corner, but he also knew that

he couldn’t run his successful

results-guaranteed agency where

he consulted for 10-20 hours

per week and also acquired

companies at the same time.

During the EPIC program,

he began interviewing other

students who were interested in

acquiring marketing companies.

His exit wasn’t about money, but

about finding the best potential

entrepreneur to carry our vision

forward. The agency had many

accolades and Chris was the face

of the business, on top of being

very personally involved, which

meant he had to be careful in

selecting someone with the right

vision. Chris found another EPIC

student whose superpower was

relationships and saw that he

had the capability to truly run a

successful agency.

Chris was first approached with

a wonderful, high valued, no

money out of pocket deal, which

was initially accepted, but after

a few months the buyer decided

to go the route of getting an

SBA loan to get Chris more than

50% of the company valuation

upfront. Chris was still getting

Be flexible and be

“

patient. Deals take time.

“

everything that was offered to

him, but it was no longer no

money out of pocket, which

ultimately became a grueling

9-month process with the SBA

and the government. Eventually,

in March of 2021, the pieces finally

began to align and everything

was completed financially.

The buyer purchased 85% of

Chris’s company and Chris

received over 50% of the asking

price upfront. Despite the

challenges, in the end, the buyer

is running a successful agency

and has something to truly sink

his teeth into as an entrepreneur,

and Chris has been liberated

from his duties as a social

media consultant to focus on

acquisitions and investments.

Takeaways:

• “Don’t choose the buyer with

the highest offer — choose

the buyer with the right

personality! You’ll have to

work with this person for a

long time. Make it enjoyable.”

• “See potential in others, even

if they aren’t perfect or have

all the right knowledge yet.”

• “Be flexible and be patient.

Deals take time.

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Investor Deal Book

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Deal Overview #3: Five-Figure

Monthly Consulting Agreement

with an Influencer Brand

During a business conference

Chris attended, a fellow attendee

approached him to discuss his

past as a social media consultant.

This attendee owned an influencer

brand with over 150,000 followers

on social media through various

channels, though the audience

had never been monetized.

Unfortunately, Chris had now

firmly stepped away from his social

media consultancy, and didn’t work

with start-ups as an acquisition

entrepreneur. However, he let

them know that his acquisition

firm for businesses who needed

help growing, but this program

was limited and had criteria for the

businesses applying.

They hunted Chris down, waited

until his schedule was free, and

then agreed to sign up for a

five-figure monthly consulting

arrangement so that Chris could

help them build their company

from the ground up, and they

could later release equity

to him. They’re a wonderful

visionary and their brand had

significant potential which meant

it was an easy “yes” for Chris.

Their persistence to work with

him showed an impressive drive

for success.

Chris credits the EPIC program

for teaching him the value of

partnerships. Before EPIC, he

had the limiting belief that he

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Investor Deal Book

wanted 100% of all deals in order

to keep control. However, through

his journey as an acquisition

entrepreneur, he learned the value

of partnering with others and

capitalizing on diverse strengths.

Choose carefully who

“

you want to work with.

“

Takeaways:

• “Leverage your past successes.

Even if someone approaches

you because of what you

used to be known for, build

on that. Use your past to give

credibility to your future.”

• “Even if someone doesn’t

meet your “criteria” let their

passion and drive give you

insights into who they are, it

may surprise you.”

• “Choose carefully who you

want to work with. Don’t rush

to do deals. Allow yourself

time in between deals to

think. One of my mantras is,

‘I’m not in a rush to sell, I’m in

a rush to serve.

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Deal Overview #4 - Five- Figure Monthly Consulting

Agreement with an Aspiring

Acquisition Entrepreneur

At a speaking engagement, there

was another aspiring entrepreneur

in attendance who would later

track him down. During this

particular seminar, Chris was

teaching the basics of scripting,

processes, and sales pitches. The

main theme, however, was about

the value of authenticity, which

is not only a major concept in

Chris’s book “Legacy”, but also

seemed to strike a chord that day.

Chris’s team informed him they

had received over 50 messages

within a few short hours of

the seminar. This concept of

authenticity is what captured the

heart of one particular aspiring

acquisition entrepreneur. This

student tracked Chris down, got

on his calendar and gave him a

pitch of his goal: he wanted Chris

to mentor him, and was willing

to sign the five-figure consulting

deal to make it happen. Of course,

Chris said yes. While having

more paid consulting gigs is a

successful deal in and of itself,

Chris takes pride in helping to

guide people down the “Yellow

Brick Road” of entrepreneurship

that he teaches and ultimately

sharing what he’s learned.

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Investor Deal Book

Mentor others “

sometimes for free.

“

Takeaways:

• “Mentor others, sometimes

for free (like classes to alumni

groups) and sometimes for a

fee. Choose wisely.”

• “Show people the road less

traveled, not the road highly

advertised. Success isn’t

about accolades, it is about

authenticity.”

• “The only difference between

me and my consulting

partners is that I’ve done what

they’ve wanted to do. My work

is to help them understand

how they, too, can do it and in

their own unique way.”

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Investor Deal Book

Deal Overview #5: Offer

Accepted: CFE Long-term

Partnership Monthly Cash

Retainer & 45% Equity

Partnership in A Million Dollar

Ecommerce Agency

Christopher did a half day

workshop with a consulting

client who expressed interest

in partnering with him long- term. He applied his consulting

for equity principles and since

he was able to vet them,

their follow-through and their

business, he decided to proceed

with a long-term partnership.

His partners will continue paying

him a monthly consulting

retainer, but in addition, they

are releasing 45% of their holding

company to him. They want to

be personally mentored by him

in order to do deals to grow their

business, so he’ll be working with

them to accomplish these goals.This

is a major win for multiple reasons.

The partners see this as a win

as they have the opportunity to

work with Christopher and he

has done over a dozen deals and

teaches M&A professionally. He

is going to show them how to

build their ecommerce business

and acquire other businesses.

He will be giving them the shortcut

to success by working side by side

to avoid the costly pitfalls and know

the special opportunities that exist

in the industry.

Christopher will be getting

monthly cash flow (because like

Roland says: all deals and no

cash = broke) for work that he is

already doing. He’s already doing

ecommerce acquisitions full-time,

so now he can leverage this by

partnering with someone where

they will divide and conquer. The

partner gets expert help, and

Christopher gets monthly cash

flow and 45% of the holding

company and every deal we

do together. The ecommerce

business does over a million in

revenue annually and that’s with

no acquisitions yet.

Takeaways:

• “This is a win for EPIC/CFE:

this is a textbook case of

WHY Roland teaches us to do

CFE. For cash flow and long- term wealth.”

• “Initially, using equity in the

company for down payment,

utilizing seller financing for

the purchase price, and using

an owner’s desire to head into

retirement slowly as a tool for

the purchase. In the end, we

used the delayed payment

and essentially loaned

ourselves the money for a

maximum of 90 days to make

the deal happen.”

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Investor Deal Book

Deal Overview #6: Paid Half

Day Consult

Christoper does a lot of half- day paid consulting. He found

an opportunity within the deal

flow reach-outs on business-for- sale listing sites and used the

CFE Framework on scripting,

structuring the deal, and legal

agreements to get a half-day

paid consult. He sees some long- term partnership opportunities

and plans to turn it into an equity

deal as soon as he finishes the

initial consult.

Takeaways:

• “Leveling up in mindset and

following Roland’s advice of

“getting paid to vet deals””

• “Politely declining “freebie”

phone calls, meetings, “pick

your brain” scenarios and

positioning ourselves as the

“genius” and not “the help.”

• “Never again getting stuck in

the “time for money” trap and

the “dancing bear” syndrome.”

positioning yourself as the

“

“genius” and not “the help.”

“

Deal Overview #7: Acquired

95% of an SMS SaaS Company

for $0 out of pocket

In January 2022, Christopher

was in the middle of the EPIC

Deal Team’s Flippa Sprint. He

was using the program’s scripts

to get some deal flow going and

happened upon an SMS business

that he was very interested in.

Excited by the opportunities

this acquisition could provide,

he reached out to one of his

colleagues that already owned an

SMS SaaS business to see if there

was potential for a partnership

down the road. Well, as it turns

out, his colleague had actually

been looking to sell his business!

Although Christopher decided to

not go forward with purchasing

the Flippa business, he was now

perfectly positioned to acquire his

colleague’s 13-year-old SMS SaaS.

Christopher used an LOI from

the EPIC templates and the

deal was structured to give him

95% equity, leaving the seller

with the other 5%... all for $0

out of pocket! It was a special

acquisition for Christopher,

representing a lot of milestones.

For one, it was his company’s

first SaaS acquisition. Also, this

deal will be the first deal done for

another EPIC student that Chris

brought on as an operational

partner. Finally, this deal provides

a long-term legacy for the seller

who has run this business for

over a decade. All in all, this deal

was a win for Chris in his Flippa

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Investor Deal Book

Sprint, a win for the EPIC student

getting their first deal, and a win

for the seller to see his brand

continue on and thrive! The deal

officially closed on March 4, and

Christopher and his team are

so excited to be integrating this

SaaS into some of their other

eCommerce stores.

Takeaways:

• #1: Be open to small (or cheap)

deals. If not for the example

of the small CRM deal, I would

have not looked at small deals.

One of the deals I have in my

pipeline is actually a small SMS

business and I’m really excited

about it. This is such a great

lesson. This small deal has

reignited a previous acquisition

goal I had to acquire SMS

companies. In addition, today

I’m speaking with a colleague

I’ve known for YEARS about

acquiring his SMS company.

So, a small deal is leading to a

bigger deal. This is my #1 result

I’m most grateful for as a result

of this sprint.

• #2: Be creative. (Part 1)

Be willing to step outside

your niche a little bit to see

“how” this could fit into your

business and acquisition

goals. Sometimes I find

myself so laser focused

on ecommerce, I miss on

opportunities to be creative

to challenge my mind to

think about fitting this into

Be open to small

“

(or cheap) deals.

“

my current eco-system. By

stepping out a bit, I gained

new lessons, new resources,

new connections and new

partnerships. (See data below

for partnerships!)

• #3: Be creative, again. (Part

2) Force yourself to think

creatively about funding. I

know I personally rely on

seller financing as my “go- to” EPIC strategy. It’s always

top of my list of funding

strategies (sellers are banks!

lol) and I found that with

Flippa, that doesn’t really

work. Just like how I thought

Flippa was a subpar/scammy

place for deals, a lot of Flippa

sellers get subpar messages

and scammy offers. I found

the BEST way (for me) to

get a Flippa seller’s attention

was by making a cash offer.

Therefore, I am forced to

think creatively on how to

fund that deal $0 OOP once

I know what I’m on the hook

for! The pre-selling CRM deal

was a great example of this.

Super creative.

Page 21 of 127

EPIC NETWORK

Investor Deal Book

ASK THE TEAM HOW TO

GET A CONSULT WITH

ME ON A PRIVATE JET.

“

“

Contact us at support@epicnetwork.com

ROLAND FRASIER

Page 22 of 127

Adam Lyons

Result: Finding Deals in

Non-Traditional Places

Contributor: Adam Lyons

EPIC NETWORK

Investor Deal Book

Adam is the president and

founder of Psychology

Hacker, a leader in the

personal and professional

development industry. He

works directly with individuals

as well as corporate

executives who desire to

transform their corporate

culture in an ever changing

marketplace. His passion

for his work is limitless and

his dedication to positively

impacting the world by

empowering every individual

is uncompromising.

Deal

Overview

#1: 9

Year Olds

Know

Games’

Adam Lyons has been helping people

learn how to buy businesses, buildings,

even leads and traffic for $0 for many

years now, and is currently an amazing

coach in the Epic Coaching Program. It

would make sense that he would pass

his eye for business opportunities down

to his 9 year old son. When Adam’s son

told him their local game shop was going

out of business, Adam had a talk with the

owner where he found out the store was

losing money every month and the gross

revenue was less than a quarter of what

the owner wanted.

It wasn’t the best deal to say the least,

and the owner wouldn’t budge but Adam

let him know every month that he was

still interested in buying at the actual

value of the business. Finally, the owner

agreed to a small fee paid in monthly

payments. As soon as he bought it,

EPIC Coach

Page 23 of 127

Adam sold all the assets and

product in the game store, and

used that money to buy out the

owner straight away without

payments. Adam then rebuilt the

store’s inventory by reaching out

to former customers to get pre- orders from them to determine

what to stock.

Now Adam has a game store with

several thousand dollars worth of

stock, with the 3rd largest social

media page in its local town, that

pulls in more than 3X what it was

before he acquired it.

But there was one more problem:

rent. The game store was located

in a small town on the outskirts

of a large, booming city. Rent

was booming in the big city, and

Adam saw the potential for the

rents in his suburban town to

skyrocket as well. Adam made

the decision to BUY the store’s

building instead of paying rent

and risking a huge increase.

There was a large down payment

(which Adam covered with a

loan that’s repaid by the game

store), and a monthly mortgage

payment, but he rented part of

the building to a tenant paying

who is covering more than half the

mortgage payment with his rent.

This means for no money down,

Adam now owns a game store

that is making real revenue, and a

building that is paying for itself.

Takeaways:

• Being open to unconventional

deals, even if they come from

a 9 year old, “I wanted to be

my son’s hero.”

• “When you talk about a small

dollar deal, most people scoff

at it, but when you can take

that small deal and turn it

into a profitable asset—with

no money out of pocket—

that’s actually the highest

percentage growth of almost

any deal.”

• Be forward thinking - the rent

wasn’t increasing yet, but being

prepared brought another

great deal in real estate.

EPIC NETWORK

Investor Deal Book

“

Be forward thinking.

“

Page 24 of 127

Deal Overview #2: Two

Competitors and a Hot Tub

You don’t need to have

everything in common with your

potential business partner to do

a deal; sometimes you just need

one thing. In Adam’s case, that

shared interest was hot tubs. A

conversation about hot tubs with

a competitor he’d known turned

into a business discussion.

Adam’s fellow business owner,

who he had known for 12 years,

told him about a new idea for a

product that he wanted Adam’s

help to launch.

Of course, helping direct

competition doesn’t seem like a

lucrative business strategy, but

Adam asked if he would be open

to releasing equity to him in order

to bring him on long term to grow

the business. In exchange, Adam

offered a free consultation on how

he would go about structuring

the business. That was enough to

convince Adam’s future partner

and they entered a negotiation

period, splitting the business with

a third minor partner 45%, 45%,

and 10%. What began with a lot of

heavy lifting, launch strategizing,

and negotiation is now a business

that produces revenue each month

for Adam in exchange for one 30

minute strategy call a week.

Takeaways:

• Be open to hearing from your

competitors, even if it’s just “to

chat about hot tubs.”

• Don’t be afraid to share what

you know to get something

even better.

EPIC NETWORK

Investor Deal Book

Don’t be afraid to share

what you know to get

something even better.

“

“

Page 25 of 127

cost them several thousand

dollars a year. Every sale that

the company makes is now pure

profit that Adam gets 25% of,

in addition to the leads he can

continue to sell to in the future.

EPIC NETWORK

Investor Deal Book

Deal Overview #3: The Perfect

Email List

Adam is now doing a deal

just about every 8 weeks—but

they often still surprise him.

With a recent acquisition, the

company told him how they got

their 120,000 leads that just so

happened to be the perfect leads

for Adam’s dating company.

Not only that, but as part of the

acquisition they’re an asset in the

purchase. Comparatively, Adam’s

mailing list is 330,000 people

and generates seven figures a

year; this company’s mailing

list was generating only a few

hundred dollars a month.

When Adam asked how they

found his perfect list of people,

the business owner offered

to just give them the system

because the owners had never

been able to really monetize

the list. Adam was offered 50%

of the company, and he found

a business partner to take half

of his half, so he paid for only

a quarter. The original partner

is now paying 50%, Adam’s

other partner is paying 50%

but receiving 25% and Adam is

receiving 25%. So Adam is now

a part of this company for zero

money down, and it’s currently

assessed to have a multiple of

about 5.

On top of that, the company

that Adam now has equity in

white labels Adam’s dating

program, which is an expensive

subscription product that would

Takeaways:

• “I turn down a lot more deals

than I say yes to.”

• “Roland talks about the goose

and the golden eggs; we bought

the golden goose and they didn’t

know how to get it to lay eggs,

but my company is uniquely

positioned to help a company

like that lay golden eggs.”

I turn down a lot more

“

deals than I say yes to.

“

Page 26 of 127

Takeaways:

• “Have a number in mind that

you’re willing to walk away

from—don’t share it, but hold

on to that.”

• He wasn’t afraid of a zero- valuation company because he

knew he had a structure to fall

back on. “With what I know I’m

going to boost the multiple.”

• He could help the company

focus on what they were best

at and “let another company

come onboard and worry

about the long-term scale.”

EPIC NETWORK

Investor Deal Book

Deal Overview #4: The Deal

that Almost Soured

You don’t do as many deals as

Adam does without running into

choppy waters at least a couple

of times. Not every deal has been

smooth sailing. For this particular

deal, Adam negotiated 10% of

phantom equity and during the

legal phase, the lawyer for the

company offered a negative

opinion of the agreement and

raised enough points that the

owners were convinced to pull

out of the deal. Adam responded

to every point that was raised,

including the lawyer’s argument

that, “You only have to watch one

episode of Shark Tank to see that

these guys should be putting their

own cash in on this deal.”

Adam countered, “If you’d watched

any episodes of Shark Tank, you

would know that they have never

put their money into a deal where

the company was in negative

equity, which is what this company

is.” Adam baited the owners by

taking a step back, and letting them

come to him to renegotiate. This

is where Adam hooked them with

a description of a new company

structure that would maximize the

creation of equity: making satellite

companies that they would then

sell within 18 months. And since

Adam was going to be helping set

up and create that structure, he no

longer wanted 10%—he wanted 40%.

They were never going to let go of

the umbrella company for 10%, but

Adam never wanted the 10% anyway.

Have a number in mind

that you’re willing to

walk away from

“

“

Page 27 of 127

Eric Gesinski & Gia Cilento

Result: A Partnership of

EPIC Proportions

Contributor: Eric Gesinski & Gia Cilento

EPIC NETWORK

Investor Deal Book

More about Gia Cilento:

Gia Cilento is an investor, publisher,

marketer and author. With her start

in newspapers she’s had her hand in

everything from production to sales

to distribution and advertising. Her

expertise in marketing, publishing,

sales, and advertising combined with

a strategic vision, she’s able to see the

patterns in a business necessity to drive

growth and expansion. In response to

the pandemic, she and fellow EPICer and

marketer, Eric Gesinski, formed Grow

Scale Exit, Inc. Their vision is to help 1000

small to medium business owners grow

and scale their businesses and get them

set up for a profitable and dignified exit.

More about Eric Gesinski:

Eric Gesinski is an investor, a marketer,

and a software engineer. He took his love

for technology and programming online

in 2005 when he began working with

Google AdWords. Using that experience

and knowledge, he started his first

company in 2008, founding a marketing

agency in order to help other businesses

grow with digital marketing and

advertising. Since then he has continued

learning in order to help businesses grow

through marketing, advertising, and

analytics. With the major events of 2020,

he joined with fellow EPIC member Gia

Cilento to form Grow Scale Exit, Inc.

Their vision is to help 1000 small to

medium business owners grow and scale

their businesses and get them set up for

a profitable and dignified exit.

EPIC ELITE

Page 28 of 127

Deal Overview:

Eric Gesinski and Gia Cilento

didn’t just meet in EPIC and

form a business together (Grow

Scale Exit, Inc.), they also got

their first client from EPIC.

Their fellow EPIC member was

looking to exit a business and

after multiple discussions, they

decided it was a great fit on both

sides. The LOI was structured to

outline an estimated valuation

of the company with an initial

agreement on distribution of

ownership. It was modeled as

an asset acquisition deal, all

going into a new entity with

ownership allocated as was set

up in the LOI. After they set

up the LOI, they then did Due

Diligence to find what the true

valuation was and what the level

of work needed would be. After

this discovery process revisions

were made on the valuation of

the business and the agreed

upon ownership split - Eric and

Gia ended up agreeing to take

80% of the business (all assets)

with the original owner keeping

20% with a seller note. Upon

full payment of the note, Eric

and Gia will own 95% and the

seller will keep 5%. They created

a partnership in an S Corp and

then pulled the assets from the

acquisition into a new LLC, and

that was that: Eric and Gia’s first

acquisition as a no money out of

pocket, 80% asset purchase with

a seller note that bumps to 95%

of a mid six-figure company.

Takeaways:

• “Overall it was a great

experience and learning

process for us. We look

forward to many more deals

and acquisitions in the future,

all thanks to our education with

EPIC and the members there.”

• “The strategies we used from

EPIC were combinations

of several approaches,

including: no down payment,

owner financing, usage of

the DealDone software, and

communication with the EPIC

community.”

• Among many takeaways from

their first acquisition, Eric

and Gia learned, “more about

negotiating a deal than we

ever did from a class or book.”

It was a great

experience and

learning process for us.

“

“

EPIC NETWORK

Investor Deal Book

Page 29 of 127

Chris Daigle

Result: Passing Plateaus

Contributor: Chris Daigle

EPIC NETWORK

Investor Deal Book

As a world-class Growth

Architect and M&A advisor in

the financial publishing, fintech

and financial services spaces

who’s built, bought and sold

several profitable businesses,

Chris launched his consulting

firm Daygull Strategic in

February 2011 offering Scaling

Strategy, M&A advisory and

business development.

Deal Overview:

Surprisingly, the types of deals Chris Daigle

likes best aren’t even acquisitions, even

though he’s done his fair share. Chris likes

benchmark or baseline deals: together,

he and a prospective business draw a line

at a revenue point and any revenue Chris

helps them get above that is split with him.

It’s become Chris’ niche to help people

grow beyond their perceived plateaus.

The best part is that using his expertise to

identify monetization gaps doesn’t cost

Chris a thing. The business provides the

resources he needs to help them grow, like

employees or budget, because it benefits

the company to have that new growth.

For example, if Chris has a deal with a

business, they might set the benchmark at

a couple hundred thousand a month. He

could introduce some new traffic structure,

affiliates, or anything the business might

need, and once they make 2X that amount

in one month, he would ideally take 50%.

That 50% isn’t set in stone, but if that’s

the cut he’s looking for he has plenty of

options to choose from; people find him

because he lets the world know that this

is what he does, and he’s damn good at it.

It’s always a simple LOI—Roland’s one page

agreement—and an SPV, and Chris is set to

take a business to the next level.

EPIC Member

It’s never about the deal,

“

it’s about the opportunity.

“

Page 30 of 127

EPIC NETWORK

Investor Deal Book

Takeaways:

• “It’s never about the deal,

it’s about the opportunity

to leverage somebody else’s

assets in a fair and equitable

way.”

• “A deal doesn’t always have

to look the same. It doesn’t

always have to mean, ‘hey, I’ve

got another trophy on my wall

from an acquisition’, I’d rather

not acquire.”

• “I knew how to do this stuff,

but Roland gave me the

confidence even beyond what

I had to do this stuff and it’s

been really transformative.”

Page 31 of 127

EPIC Network Coach

CHRISTOPHER WICK

EPIC NETWORK

Investor Deal Book

ASK ME HOW YOU

CAN ACQUIRE FOR

$0 OUT OF POCKET.

“

“

Contact us at support@epicnetwork.com

Page 32 of 127

EPIC ELITE

Don’t be afraid to ask

for what you want - the

worst they can say is no.

“

“

Deal Overview #1:

Erik put it out into the universe that he was

looking to buy a business, and the business

found him, courtesy of a broker that he met

through a former business acquaintance. Erik

would eventually be the owner of a wholesale

distribution company that has been in business

since 1979. The company serves convenience

stores, gas stations, truck stops, travel plazas,

casinos, waterparks, and other small businesses

throughout the upper Midwest (ND, SD, MN, IA,

WI). But first he had to structure it so he could

sign on the dotted line.

The LOI was structured as an asset purchase,

with a term sheet listing out the offer price for

the business assets, the real estate, and several

hundred thousand dollars in inventory, pending

inventory review. He also offered to take some

additional inventory on consignment, pending

inventory review and the financing was a

combination of seller carry, buyer injection, and

SBA loan. Erik shopped his deal to 5 different

banks, and took the best offer (although it was

painfully slow).

The sellers carried some, he put in some, and the

business, real estate, and inventory was rolled into

a blended SBA 7a and 504 deal, with additional

working capital added into the loan.

EPIC NETWORK

Investor Deal Book

Erik Bilicki

Result: Convenience Store,

Consulting, and CEO

Contributor: Erik Bilicki

Erik is a visionary,

collaborative, and hands- on executive leader

focused on cultivating

customer relationships,

generating new revenue

streams, and streamlining

operations and processes.

Continually search

for cutting-edge and

emerging technology

to implement within

fast-paced, retail and

consumer-driven

environments. Deliver

projects and results to

internal and external

teams that always exceed

expectations and goals.

Page 33 of 127

Erik then worked with the bank

to have them do interest only for

the first 4 months, and he’s now

taking advantage of the SBA

CARES Act offering where the

SBA will forgive several thousand

a month of the loan for up to 6

months. But most importantly,

what the deal was worth: the

initial asking price was several

million dollars for the business,

real estate, and inventory. But Erik

was able to work the deal to cut

the final sale price nearly in half.

Consulting first to gain

insights and equity

earn-in were key.

“

“

EPIC NETWORK

Investor Deal Book

Deal Overview #2:

Erik Bilicki was approached by a

startup firearms manufacturing

company, and they hired him to

consult with them. After a few

days of working together, the

company inquired about Erik’s

interest in being COO, which he

accepted with 5% equity with a

deferred salary.

Six months later, they offered Erik

a CEO role, which accepted with a

100% increase in deferred salary—

still deferred because he was still

helping to transition a previous

acquisition to a new GM—and an

additional 5% in equity. The kicker?

This opportunity wouldn’t have

existed if the company hadn’t

found Erik Bilicki on LinkedIn. Now,

their first firearm is being presented

to a SOCOM group in September

2021, with Erik at the helm.

Takeaways:

• “Have a good attorney at your

side! Mine was awesome; the

seller’s attorney almost sunk

the deal, and the sellers are

still upset with how she misled

them on what to expect.”

• “I used Fully Accountable to

help with the financial due

diligence. Patrick was fantastic!”

Takeaways:

• “Don’t be afraid to ask for

what you want - the worst

they can say is no.”

• When it comes to the

strategies he needed for

this deal, “Consulting first to

gain insights, equity earn-in

(although this was slightly

different)” were key.

Page 34 of 127

Matt Anderson

Result: Magnificent

Matchmaking

Contributor: Matt Anderson

EPIC NETWORK

Investor Deal Book

Matt’s background is in Import

/ Export and Supply Chain. He

came into M & A because of a

fruit farm he was purchasing

and has found his niche is

sourcing deals. For a Finder’s

Fee, Matt helps Investors spend

the majority of their time

speaking to the decision makers

with the purpose of Acquisition.

Matt believes that if he can

help enough other individuals

accomplish their goals, as a

by-product he will be able to

accomplish his own.

Deal Overview:

Matt Anderson is a matchmaking

extraordinaire. His speciality is

connecting motivated buyers and

sellers for a Finder’s Fee. For one deal

in particular, Matt connected a seller he

knew from his personal networks with a

buyer from within E.P.I.C. Matt was paid

out his commission on the same terms

that the buyer and seller set up. The

buyer paid a lump sum on closing and

then the next three months paid out the

difference—he received 6% of that lump

sum when the seller did, along with 6%

of each subsequent payout until finished.

Matt was able to make a nice profit in

less than 4 months and didn’t necessarily

spend “more time” working. In fact, he

was able to do it on top of his 9-5 job.

Having a small percentage

of something was worth

more than 100% of nothing.

“

“

EPIC ELITE

Page 35 of 127

EPIC NETWORK

Investor Deal Book

Takeaways:

• “A lot of the roadblocks are

myself and my own mindset I

had at the time.”

• “Having a small percentage of

something was worth more

than 100% of nothing.”

• The biggest strategies for Matt

were, “working with others”

and what Roland has said

“about putting deals together.“

Business Tips from Roland Frasier

Roland Frasier

@rolandfrasier

“Some work IN their business, many work

ON their business, but we really need to

be working ABOVE our business.”

Page 36 of 127

Matt Bodnar

Result: Eight Case Studies

in Successful Deals

Contributor: Matt Bodnar

EPIC NETWORK

Investor Deal Book

Matt Bodnar, named to “Forbes 30

Under 30” and partner in multiple

“Inc Fastest Growing Companies,” is a

deal maker and strategy expert who

has scaled businesses across multiple

industries. Bodnar is Chairman of Fresh

Technology, Cofounder & Managing

Partner of Fresh Capital, and Managing

Partner of Fresh Holdings. Bodnar has

a deep expertise in acquisitions from

more than a decade investing with his

family office Bodnar Investment Group.

He is also the Creator and Host of

The Science of Success Podcast with

more than 5mm downloads. Bodnar

previously worked as a consultant in

Nanjing, China and spent several years

at Goldman Sachs.

Deal Overview #1: SaaS

Acquisition for Zero Out of Pocket

Matt Bodnar was in it for the long

haul when it came to acquiring a SaaS

company. Matt worked as a JV partner

with the company for several years

before the business began struggling,

laying off, and spinning its wheels;

they didn’t have enough money to

grow and couldn’t raise money. The

deal started as an approximately 14%

stake in exchange for consulting,

development help, tech integrations,

etc. from Matt.

Ultimately the major shareholders

lost interest and were trying to figure

out what to do next—enter the

acquisition. After several months of

negotiations the major shareholder

agreed to sell 43% of the company

valued at six figures. Matt was able to

finance the down payment between

the company prepaying for half of

the cost in future services due, and a

bank loan that was easily financeable

considering that Matt had more than

the available balance sheet cash. In

the end, Matt ended up with ~57% of

the company (the original 14% + 43%),

and a business he was able to merge

with his own. The net cost savings

from the merger synergies resulted in

EPIC Coach

Some things are more

“

valuable than money.

“

Page 40 of 127

Deal Overview #4: Getting

A Six Figure Data Center

Business For Free

The owner of the data center

that Matt was a customer of was

looking to retire, and because

Matt had consulted with them,

he was the obvious choice to

discuss selling. Off-market and no

broker, a deal was struck for Matt

to acquire the data center that

was doing six figures in annual

revenue across with a strong

customer base.

The seller provided transition

assistance for 4 months both on

an operational level and helped

with customer transition and

onboarding to our business. They

gave Matt 60 days to close. He

paid the seller 5% of top line

revenue for the next 3 years from

the existing customer list (paid

annually) and Matt assumed all

costs and expenses associated

with the data center business.

After assuming the business,

payments to the seller, and

consolidating expenses, Matt nets

a yearly additional income from

the transaction. But the bigger

win was Matt gained the ability to

sell his IT services business to all

of the new customers that were

onboarded, expanding his other

business greatly.

Takeaways:

• “There is a lot of value that’s

unlocked from having an

existing company that you

can plug businesses into. If

we didn’t already have an IT

services company, it would

have been really hard to take

this business over.”

• “People are retiring and

exiting businesses all the

time. We were able to get

this opportunity because the

alternative for the seller was

to close his business, so it was

a win for both parties.”

• “You can almost always get

much better deals when you’re

dealing one on one with the

seller than when you’re dealing

through brokers.”

EPIC NETWORK

Investor Deal Book

There is a lot of value from

“

having an existing company

“

Page 41 of 127

Deal Overview #5: Turning a

Marketing Expense into a Seven

Figure Branding Agency

Marketing and branding are

pretty consistent expenses for

most businesses. Matt and his

team found a really talented and

small marketing agency that they

wanted to hire to do a lot of work

for their businesses. After looking

at the agency’s proposals, they

expected to pay the company

six-figures a year in services.

Most would just accept that

expense as necessary, but Matt

and his team had an idea for a

deal: They decided to make an

offer to hire the primary principal

of this agency and bring him

in-house. Matt created a JV

where he agreed to create a new

branding agency, Matt’s team

would bring their business to

the agency and the head of the

agency they just hired would

bring his existing customers. Matt

agreed to guarantee his current

salary with a lucrative bonus and

give him 25% equity in the new

entity they formed. Matt kept the

remaining 75% of the company.

The marketing spend dollars they

were going to use anyway with

the agency were then rolled over

to pay for the salary and costs

associated with the agency. With

the inclusion of the agency lead’s

existing customers as well, the

new agency did over 3X Matt’s

expenses in revenue year one. Matt

and his team were able to turn a

cost center and 3rd party vendor

into a business they owned. Today

the business does more than

seven figures per year in revenue.

Takeaways:

• “You can turn your expenses

into assets or even new

businesses.”

• “We could have just spent the

money on hiring that 3rd party

agency and we would have

had less control over ensuring

the agency prioritizes our

projects and ultimately much

less financial upside.”

• “Many people care more

about a steady salary than

about equity, especially in a

new venture. We were able

to leverage this to get the

lion’s share of the equity by

guaranteeing our partner a

bigger salary, which we funded

with marketing dollars we

were already going to spend.”

EPIC NETWORK

Investor Deal Book

You can turn your

expenses into assets

or even new businesses.

“

“

Page 78 of 127

Takeaways:

• People love the idea of equity

and the possibility it brings–

they start to see exponential

growth and big profits.

• It’s surprisingly easy to close a

deal when you add equity into

the picture.

• Once you have one deal

under your belt, it fuels a

drive for more. Look for ways

to turn every consultation into

an equity deal where you can

earn more and your clients

can scale more.

EPIC NETWORK

Investor Deal Book

Page 98 of 127

Steve Larosiliere

Result: A half day

for 50/50 Share

Contributor: Steve Larosiliere

Deal Overview #1: A Half Day Consultation

Resulted in 50% Equity Ownership

Steve has a friend who owns a surf school

and the friend asked if he could pick

Steve’s brain about expanding marketing

and sales. Following Consulting for Equity

principles, Steve suggested a half-day

consult where he would have time to really

dive in and understand his business better.

During the half-day, Steve saw clear ways

that he could bring in new money into the

business, and he told the owner what he

thought was possible. The owner listened

and liked what Steve had to say. That half day

consultation and the subsequent conversation

resulted in Steve doing a baseline deal of 50%

equity in a six-figure business.

Takeaways:

• When someone asks to pick your brain,

always suggest a consultation. Then set

aside the time to really dive into what

they are needing and contemplate how

you can help them solve their problems.

• If you think you can bring real, new

money into a business, then don’t be

afraid to ask for a percentage of that

money in equity or profit sharing.

EPIC NETWORK

Investor Deal Book

EPIC Board

A consulting for equity deal on

increased revenue is a win-win for

both the consultant and the owners

“

“

Steve is an agency owner, investor,

and mentor to small and medium

sized businesses. He specializes

in unique niches like lumber,

construction, and sawmill where

he helps consult on how to grow

sales and expand reach.

Page 114 of 127

Kent Clothier

Result: Acquisition

Garners Expanded List

Contributor: Kent Clothier

Deal Overview #1: Acquisition of Direct

Mail Company Expands Reach and

Customer Base for SAAS Company

Kent and his team had been owning and

operating a Saas business in the real estate

space since 2008 with business focused

on supplying monthly subscribers with

local transactional data related to buyers,

sellers, property information, and more. As

a component of that data, the company

also provided marketing tools that would

quickly turn the data into direct mail

marketing campaigns.

Knowing that his business represented

a large portion of one of his direct

mail suppliers revenue, Kent used EPIC

strategies to approach his direct mail

company about acquiring a significant

equity stake in the company. The company

quickly saw the value of the deal and

Kent’s team was able to acquire 20%

of the established, multi-million dollar

data company. Since the acquisition, the

company has quadrupled revenue and

profits and continues to grow substantially

year over year and Kent has discounted

access to his most important data list.

The entire deal was done with no money

out of pocket and Kent will be looking for a

substantial exit within the next 3-5 years.

EPIC NETWORK

Investor Deal Book

EPIC Board

Look for what they are

needing and find ways

to make deals a win-win.

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“

As an established authority

figure in the real estate

investing industry, Kent

Clothier has been able to use

his relationships and influence

to acquire large stakes in over

a dozen real estate related

entities over the last 10 years.

Some of these deals are a

direct result of being hired as

a consultant in the business

and then turning that into an

equitable partnership, others

are the result of these owners

being a part of his high-level

mastermind, The Boardroom,

and others are simply because

of his authority in the industry.