Former wealth-manager Kevin Couper discusses why he walked away from finance and used Acquira’s “search-funder” playbook to buy 30-year-old Kyle Plumbing transforming it from construction-heavy and paper-based to service-focused, tech-driven, and rapidly scaling.

He and host Wes Shelton unpack their experience from two years ago when Wes served as a sell-side advisor for Kyle Plumbing, discussing the process, overcoming its challenges, tips and insights from their experiences and other great business minds like Gary V and Alex Hormozi. They also talk through some of the successes that followed, like Kevin rolling out ServiceTitan and AI chatbots, as well as the straight-talk KPIs & culture moves he made that keep top plumbers on the team.

If you’re looking to sell, are considering buying or just crave more control over your career—you won’t want to miss this episode of Like A Champion.

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

She went from food stamps to multi-million-dollar deals building The Yoga Joint.

Wes talks with his friend Paige Held as she shares the raw truth behind building The Yoga Joint. They discuss everything from the process of learning how to choose the right business partner and building a team that maximizes your strengths to the power of believing in yourself and not taking 'no' in business for an answer. Hear how Paige turned passion, vision boards and discipline into a nationally expanding yoga and fitness empire—and why yoga is more than just exercise, it’s a way of life.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

More from Paige Held:
@Watchmegrowpod

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

Keith Costello has built and exited multiple banks. Working daily with entrepreneurs and business owners in South Florida for decades has given him a unique perspective and a lot of great insights into what makes for a successful business and life. He's also big into philanthropy and deeply values giving back to his community, including his friend's non-profit, Sebastian Strong, created to help families like his when having a child battling cancer.

Connect with Keith and give to Sebastian Strong: https://www.linkedin.com/posts/keithcostello1_help-kids-with-cancer-do-i-need-to-say-more-activity-7325201645145911297-CazM?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAuRUcBJdD35UpTJbcWzG__59Fuf64Rn4s

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Find Keith's Podcast, "Making Bank" at: https://localitybank.com/podcast/

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

In this episode of Like A Champion Podcast, Danny Kanell returns to talk with Wes about his broadcasting career, the ever changing landscape of college and professional football, and what kind of car goes best with a turtleneck. They dive into the rapidly changing landscape of college football, from the introduction of NIL deals and the transfer portal to the expansion of the college football playoff. Danny shares insights from his journey as a professional athlete into full-time broadcaster, and reveals his tricks for staying relevant in the competitive sports media world. They also delve into the challenges of balancing sports analysis with family life, the impact of AI on broadcasting, and the evolving role of college football coaches in this new era. Whether you're a fan of college football, sports broadcasting, or the business side of sports, this episode is packed with valuable insights and some behind-the-scenes stories.

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

Join M&A attorney David Black of Berger Singerman, a seasoned expert with decades of experience, as David shares insider legal strategies that help businesses avoid costly pitfalls when selling. In this must-watch conversation with Wes, David reveals invaluable insights that could transform the way you approach business transactions. Whether you're an entrepreneur or an investor, you won't want to miss the wisdom that can help you navigate the complex world of mergers and acquisitions.

00:00:00 Introduction and Purpose of the Podcast
00:01:18 Dave's Background and Journey into M&A
00:02:24 The Fun and Challenges of Sell-Side M&A
00:04:37 Building the Right Team for a Liquidity Event
00:11:33 The Importance of Specialized M&A Attorneys
00:20:36 Common Deal Killers and Financial Pitfalls
00:31:42 Engaging Advisors Early and Exit Planning
00:35:50 Handling Key Employees and Management During a Sale
00:38:00 Navigating Sign and Close Deals
00:38:31 Managing Employee Communication During M&A
00:41:03 Legal Risks in M&A Transactions
00:42:42 Tax Implications of Asset vs. Stock Sales
00:46:16 Impact of AI on Legal and Business Practices
00:51:56 FTC Ban on Non-Competes: Implications and Opinions
00:55:27 Career Advice for Aspiring M&A Lawyers
01:04:41 Personal Insights and Recommendations

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

This special episode with Steve and Tom Shelton - Wes's father and uncle - explores their history in South Florida with building the number one Ferrari dealership in North America, their love of racing, and the overall experience of building and selling their multiple high-end dealerships across multiple transactions.

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

Considering selling your business?
****GET A FREE CONSULTATION WITH WES****
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/

*NEW EPISODE* with Dr. Rick Harris | Hear why Dr. Harris, alongside his business partner and wife, used an M&A advisor. Glean insights from what they learned and how Wes and his team were able to increase the practice's valuation and find the perfect buyer.

*To listen on your favorite apps like Spotify & Apple go to:*
https://likeachampionpodcast.com

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)

Joseph Safina has lived an incredible life - from starting his first investment firm in his early twenties to an illustrious career in the music industry to getting caught in a burning car on a racetrack - and there's still a lot left to be done. Learn about the biggest mistakes sellers make, how to position your business to sell, insights into the worlds racing, the value of a great mentor, and living a life of success and substance.

Join Joe and Wes Shelton for the whole fascinating conversation or use the timestamps below to jump around to what you find most interesting!

*Please be aware that some explicit language is used in this episode.

Considering selling your business?
***GET A FREE CONSULTATION WITH WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/

***SUBSCRIBE & FOLLOW*** for more great stories, actionable tips and leadership insights from Wes Shelton of SM2 Advisors and his guests.

TIMESTAMPS
00:00:11 Did I Get Life Wrong?
00:04:40 The Early Days in New York
00:09:22 Starting an Investment Firm at 24
00:13:25 Losing Everything...And Then Some
00:19:12 The Power of a Mentor
00:22:58 He Threw a Wrench at Me
00:25:17 I'm Not a Hero, I'm a Driver
00:33:26 Collaboration & Community in Racing
00:34:40 "Racing Gives Me Grace"
00:38:55 Back to Business
00:41:56 "Sometimes You Gotta Go For It"
00:46:35 Tin Cans, Missiles & a Music Career
01:04:58 A Baker's Dozen Businesses
01:08:30 Turnkey Business or Full Restoration
01:09:44 How M&A Advisors Can Help
01:15:59 Top Mistakes Sellers Make
01:18:22 Handling Employees During the M&A Process
01:20:44 Flames, Race Cars & Insurance Policies Don't Mix
01:27:30 Handling Partnerships
01:38:42 Writing a Best-Selling Cookbook: Amici del Lago
01:49:27 Meditations, Charity, Mentorship & Society
02:02:10 No Business Before Family


Love Italian cuisine as much as we do?
Get Joe's bestseller, Amici del Lago, on Amazon: https://a.co/d/27tPHIu

***GET A ONE-ON-ONE, COMPLIMENTARY CONSULTATION with WES***
https://sm2advisors.com/like-a-champion-podcast-request-a-meeting/


***LIKE, SUBSCRIBE & FOLLOW***
Hear more great stories, actionable M&A tips, and leadership insights from Wes Shelton of SM2 Advisors and his guests.

FOLLOW WES:
https://www.linkedin.com/in/wes-shelton-fll
https://x.com/wwshelton

Sponsored by SM2 Advisors (https://sm2advisors.com)
and Rebel Motor Company (https://www.rebelmotorclub.com)
Produced by DTM Creative Solutions (https://dtmcreativesolutions.com)
Logo & Website Design by PixelWorks (https://pxlwrx.com)