Deal flow management software for retail trade

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hey everybody welcome back it's jamie um i want to show you how if you're considering joining the the right strategies uh right strategies brand and becoming a deal strategist i want to show you i think one of the most important things is is if you found a client what next what do you do next um and and as importantly what how do you how do you keep that client he's got to pay you every month you know how do we do this so the trick is it's all about deal flow the offload's a really important um thing to bear in mind build flow is is basically what's going to drive your business so let's say for today's example let's say we found a manufacturing company and they're in the nutrition space because that's a great example because i'm actually working on one of those deals at the moment i'm going to show you how the deal stack works this is this is the deal stack so the company just just the context the business is an e-commerce business and they sell a nutritional supplement they've got a a quantized platform they've got about a hundred thousand customers who are repeats repeating regularly so it's a nice business so in the first instance they can pay you they've got the money um but what happens is the owner of those companies are on day-to-day running that business what they don't have the time the capacity or the knowledge to do is to is to grow it and to grow their business through acquisitions they're constantly looking for the next buyer of their products and to get him enrolled into their program but actually our job is to say well there's another way to there's another way to grow so that's what we're going to do on this example so let's say manufacturing company the first thing the first conversation we would have with them is to say well you can buy a competitor you can buy another nutritional company another e-commerce company or another you know another bricks and mortar business and that will give you immediately extra market share and that's the main one in the in the middle here it's by no means the main uh the main strategy but what happens with a lot of businesses is that's as far as they go in terms of their their thought process they're missing all of these things these other uh six steel stacks meaning there are there are seven in in total so let's start from um we'll start from number one absolutely we would if you were a deal strategist you would be talking to the to the supplement company say okay let's go into the market and i can go on to the line for this uh market supplement company and i can find all of their competitors in a space of about 25 minutes hundreds and hundreds of people are really really good at what these guys do we can we can supply them to do a deal with them but i want to show you something this is this is this is the bit that makes you clever this is the bit that makes you valuable to that company owner so that business owner so let's say manufacturing uh manufacturing of uh of supplements retail supplements via their e-commerce business they're just after customers and they're after customers one day at a time they thought okay well if we bought a customer a competitor we have a customer i'll show you something else here number two media let's take that business again let's let's go with them for supplements you go anywhere online go to youtube you can go on to uh on linkedin you can go onto instagram you can go onto facebook it's a huge one of course and you can do this today if you go on to onto groups within facebook so so facebook bringing the media in this example and there are hundreds and hundreds of groups and pages for the nutritional space the wellness space the diet space the uh the yoga space you know anything that fits around what these guys do they have there is uh facebook pages for it so let i know from from working on this deal that you can go on to um nutrition just type in nutritional into facebook and there are there are sites with hundreds of thousands of people and all of those people are into in some way shape or form they are into nutritional supplements into dieting into yoga into wellness and all the places which just mentioned in other words they are perfect perfect businesses for our client or sorry perfect platforms requirements now of course you can't buy a facebook page but what you can do is you can buy the admin rights from the owner of that facebook page so let's say that you know it's a passion for them they build this thing up and they post every day they don't know how to monetize it our guys our clients know exactly how to monetize it so with media they're buying leads because the minute they take over that they've got let's say let's say there's a hundred thousand members of their page so our nutritional client the company that we're working with immediately has direct access to a hundred thousand buyers of their product just by taking over their facebook page and you know we do the negotiations to make to make that happen the same on on youtube the same on instagram the same on all of the the uh the main social platforms you would do research do the outreach and talk to the talk to the media companies and see if there's any interest in selling so that's just one so you can use this for your client and find him hundreds and hundreds of thousands so buying digital assets gives you hundreds and hundreds of thousands of eyeballs okay what happens when you've done that bit and that's a constant it's a constant flow but what happens when you've done that now you'll know there's all this new business coming into into them so that's great there's new money coming in there's a very easy businesses to run they probably they may keep the the admin on on on the salary to to continue to run it that's a very popular thing but of course there's infrastructure needed now so number three is teams and systems so most companies buy at buy or most probably start this they set up they set up their systems within the business and they bring one sales guy and another sales guy and so on but actually we could go out of mind so let's say again using our supplement company so what about in terms of growth what about getting your product into into retail shops into the high street shops what about that that's a great idea let's look at that okay what you can do is you can buy sales things that are already up and running and you can buy the systems the companies that run those systems so maybe a software company uh it may be a company within within warehousing distribution that kind of stuff but we can buy them and of course they're already they're already good businesses they're already existing they're only making money they're already making a profit and all of that profit becomes your clients profit and of course it gives them access to be able to to grow their business so they've got hundreds of thousands of new leagues coming through and they've got the infrastructure to to take care of it so the next one let's say there are so many of those you know so many of these that you can constantly go for and that's what keeps your client with you okay the fourth one is products and services and what we're doing with this we're looking to increase lifetime customer value so basically again sticking within the supplement company they are on a mission to make sure that their customers buy from them every month because there's real value there as we'll get too shortly but that's that's what they want they want those people buying from them constantly putting putting a monthly buy order in earning a recurring revenue for the business but that's what we're doing so how do you do that in terms of your role okay so there are other companies out there that do that sell products that would also be great for our guy for our client so they're in supplement well what about dietary products what about health and wellness products what about not just just food products what about um uh for example like you know bathing products what about bathroom products what about sports products you know you you get an avatar of who their customer is and they'll be sure to tell you that they've done all that research and they say okay what else can we sell to those people and let's buy a company to do it and that will increase the lifetime value of the business and of course increase revenues because once again the businesses that you're buying you're finding and you're negotiating to acquire those businesses are already up and running already making money already got clients so immediately there's a cross-sell so they they bring in all of this new business all of these new products and they cross sell those products and again there are stacks and stacks of businesses businesses like that okay so moving down the chain into number five and moving down the deck right so number five is supply and distribution companies so who are they they are basically the companies that your client pays every month for services so let's take an example of a warehouse we'll split the supplement game we've now bought some other companies so we've got more and more product that needs to be stored and we are paying your clients paying 25 30 000 a month to to store them in this huge warehouse but it's fractional meaning there are other companies still storing their goods in that warehouse too it's a real business it's making profit it's it's a it's an existing uh business with clients by the buying those companies in the in the supply chain means our guys can add to them to their profits because they can lower prices for themselves but they've also got more revenue again coming through from buying a a healthy healthy business and important to note so our original our client doesn't necessarily know anything about logistics or about warehousing about anything like that he doesn't have to because what's happening is the um the business is coming with with management in place so perhaps the owner will go and perhaps the owner was paying himself 150 000 pounds a year 200 000 200 000 a year so when the business is taken over in order to save that money they may let them go and move that job to a general manager so the so the owner of the business becomes your client but they've got a general manager in place in the distribution and warehousing pilot business and they're going to 0.6 is intellectual property what can you buy for your client what businesses or intellectual property can you buy for your client that would make them a much stronger business and the reason you're doing that is because when private equity are looking to buy these companies that's one of the things they're looking for what makes this special this deal why are we going to pay 20 times earnings for this business because we've got the revenues we've got the network of businesses we've got all that stuff but the ip gives means it's low risk because if it's defensible ip it's got copyright it's uh it's got um it's got copyright on the on the intuition property it has a value it can't be copied so it makes a it makes um a businesses coming in to take over to you what our guys do makes it much much more difficult for them to do so there's a real value there so one of the things you would look out for let's again go back to our plan here you would look for let's say that the systems that they use for for client management or the software systems or the selling system and the the on online platforms that they use that all slips into ipv so that's that has its own value and i've got to say most most companies don't even see value in their ip you know most companies are only happy that you'll go out and talk to these companies and they won't even know that there's a real value because they had some guy develop it five years ago or whatever there's lots of lots of approaches to these things okay and our last one on this is monthly recovery revenues and annual return revenues can you imagine like a private equity company or a family office or sort of people who are going to buy our clients looking at it what do they really want to see his monthly monthly monthly recurring going on and on and on so it's set up on paypal it's set up on revolution all of these different payment platforms but it's monthly revenue coming through for your client if you were if you got them to that and they are they're getting that monthly revenue through and they may get it as a result of that they get it as a result of that as well over here number four but once they've got the uh the recurring revenue then that has a real value because because a buying company an acquiring company for the whole deal sees that as a a much much stronger more robust more reliable revenue and ultimately that's what that's what's being bought so these are the companies and there are for every client that you get this is what you'll be doing the average to these businesses that's a constant flow it's not an email it's not on linkedin it's done you know getting on getting on the phone if that's your way of operating but it's a constant thing but what it does it adds so much value to your client business that they are happy to pay every month for to have somebody to take care of this stuff this is a buy it's absolutely a full-time role for a business for somebody who's already running your company for us we have systems in place to make this make this easy and that's why you can handle somewhere between six and six and seven maybe eight clients who who you are constantly running these campaigns or using our systems automated systems using a virtual assistant that will have spoken to you about um you know using the platforms that we have you will be able to constantly be on outreach and you will also be able to ensure that you are billing your client every month and to get paid so that's how that's how we uh we create constant deal flow that's how we keep our customers happy our clients happy that's how we get a share of these deals that's how this part of the business works