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How2Exit: Buy, Don't Build - M&A of Small Businesses
How2Exit Episode 62:Lowell Ricklefs - CEO & Founder of Traction Advising, and Investor.

How2Exit Episode 62:Lowell Ricklefs - CEO & Founder of Traction Advising, and Investor.

Lowell is the CEO & Founder of Traction Advising which specializes in helping B2B SaaS companies with greater than $5M ARR get acquired. Lowell’s been a Co-founder/CEO/Chairman, COO of a $120M public company, Startup CRO and Global VP Rockwell. He’s a Global Mentor, Investor, Board member and CEO coach.

His current business Traction Advising was started out of his frustration when he was in a buyer’s position. The investment banker model uses accounting/finance people trying to sell. “No one hires accountants to sell products so why hire them to sell a company?” Selling/Marketing a small SaaS company is more like selling a technology product than selling a financial instrument.

With company buying/selling experience of more than 30 organisations, he knows what internal stakeholders need to approve a transaction. As a founder/CEO he knows what it’s like to start up a company, build a product, hire employees, raise money, find customers, keep them happy and make payroll. He leverages this experience to craft acquisitions that get the best outcome for the founders/investors structured to maximize success.
Contact Lowell on

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Reach me to sell me your business, be on my podcast or just share some love:
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Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150
How2Exit Joins ITX's Channel Partner Network to help Tech companies valued from $5M - $30M

-Why ITX?
Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match.

"Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron Skelton

The ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.

If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.

Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit and complete the contact form. (Sponsored Link)

Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell tech business below the $5M mark, we recommend Flipppa.

Flippa - Real Buyers, Real Sellers - Where the Real Deals Are Made

Visit Flippa - (Affiliate Link)


Be sure to visit and subscribe to the video podcast interviews (or search for How2Exit on your favorite platform) -We’re Everywhere

Want to work with me? Book a 1 one on one with me: M&A related -

Interested in meeting other entrepreneurs who would like to buy/sell SMB’s We network twice a month
Check out "SMB Acquisitions Entrepreneurs Networking -Virtual" sponsored by How2Exit podcast

Join our SMB Acquisition Entrepreneurs slack group:

Other Resources:
Need help - One Time: Fiverr (Affiliate Link)
Need consistent help get a VA I use: (Affiliate Link)

Deeper by How2Exit -has moved
How2Exit: Buy, Don't Build - M&A of Small Businesses
Welcome to How2Exit, the premier podcast for entrepreneurs, advisors, and everyone in between who wants to dive deep into the world of buying, growing, and selling small businesses valued below $20 million. Our mission is to equip you with the insights and strategies you need to succeed in the small business M&amp;A space.<br /><br />Join us as we talk to the best in the industry and explore the full process of buying, growing, and selling businesses. You'll gain invaluable knowledge from interviews with successful entrepreneurs who have navigated the M&amp;A journey and experts who offer their wisdom on sourcing deals, building rapport, conducting due diligence, closing transactions, integrating acquisitions, and preparing for a successful exit. We cover it all, so you can make informed decisions and take calculated risks.<br /><br />At How2Exit, we pride ourselves on providing an unmatched resource for those looking to thrive in the small business M&amp;A world. Whether you're a seasoned entrepreneur, an aspiring business owner, or an advisor helping clients navigate the complex process, our podcast is your go-to source for the latest tips, trends, and real-world case studies.Tune in and discover the secrets to mastering small business M&amp;A and achieving your goals in the world of entrepreneurship. Don't miss a single episode of How2Exit – subscribe now and unlock the full potential of your next business venture!<br /><br />Keywords: small business, M&amp;A, entrepreneurs, advisors, buying businesses, growing businesses, selling businesses, due diligence, sourcing deals, rapport building, closing transactions, integrating acquisitions, preparing to sell, interviews, experts, case studies, How2Exit.