The SMB Investor
The SMB Investor
Podcast Description
Forget startups. Forget climbing the corporate ladder.
The real path to wealth? Owning profitable small businesses.
Hosted by Sean Smith and Nick Bryant, The SMB Investor dives into how investors, operators, and dealmakers are building wealth through small business acquisitions, syndicates, and holding companies.
We talk to the pros—fund managers, investors, searchers, and service providers—who are making SMB investing the next big asset class.
Whether you want to invest, operate, or build your own holding company, this podcast is your playbook.
Podcast Insights
Content Themes
The podcast covers a range of content themes centered on small business investing, including evaluating small business acquisitions, building supportive communities for entrepreneurs, and the nuances of creating a profitable SMB portfolio. Specific episodes highlight important factors such as Quality of Earnings evaluations, effective community building for success, and strategies for distinguishing successful SMB investing approaches.
Forget startups. Forget climbing the corporate ladder.
The real path to wealth? Owning profitable small businesses.
Hosted by Sean Smith and Nick Bryant, The SMB Investor dives into how investors, operators, and dealmakers are building wealth through small business acquisitions, syndicates, and holding companies.
We talk to the pros—fund managers, investors, searchers, and service providers—who are making SMB investing the next big asset class.
Whether you want to invest, operate, or build your own holding company, this podcast is your playbook.
In this episode, Sean Smith, Managing Partner at Search Fund Ventures and founder of the SMB Investor Network, sits down with Roman Basi, Managing Partner of Basi & Basi, Attorneys & CPAs.
Roman brings nearly three decades of experience advising on mergers, acquisitions, and tax structuring. Together, they break down the critical aspects of tax diligence in SMB transactions — from entity selection (C-Corp, S-Corp, LLC) to advanced structuring tools like QSBS (Section 1202), F Reorganizations, 338(h)(10) elections, and personal goodwill strategies.
Key discussion points include:
- Why tax diligence is essential in SMB acquisitions
- The risks of bad S-Corps and how to avoid them
- How to mitigate post-close tax liabilities
- Strategies to minimize double taxation
- Structuring to maximize value for buyers and sellers
- Insights on the new tax bill and its impact on investors
This conversation is a must-watch for investors, operators, and advisors navigating the SMB acquisition ecosystem.
👉 Subscribe for more interviews with SMB dealmakers and experts.
👉 Share your thoughts in the comments below — what tax diligence questions do you want answered?
Connect with Roman Basi & Sean Smith:
- The Center for Financial, Legal & Tax Planning, P.C.– https://www.taxplanning.com/
- Roman Basi LinkedIn – https://www.linkedin.com/in/roman-basi-/
- Sean Smith LinkedIn – https://www.linkedin.com/in/sean-smith-47ab2a70/
- SMB Investor Network – https://www.smbinvestornetwork.com/
Disclaimer
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