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M&A Unplugged


Jul 16, 2019

In this episode, Domenic and Michael Polzin discuss: 

  • The leap of faith to start Leeward Business Advisors. 
  • Focusing on documenting and transactions. 
  • How Leeward Elite came about and evolved after acquisition. 
  • The importance of customer service. 



Key Takeaways: 

  • Spend time with the owner of the business. 
  • Be careful – is the seller the business, or are they running the business. 
  • There is no perfect business. 
  • Synergies – make sure all the synergies are there, not just a surface fit.


"One of the most powerful aspects of Leeward Elite is that our customers now have a full, trusted advisor." —  Michael Polzin

About Michael Polzin: Michael Polzin is passionate about process and efficiency. He took his first major step forward in the IT Industry when he was hired by Allstate Insurance Company. He led several large projects that modernized technology and streamlined the delivery of complex technical services to their various business units. He continued his corporate career growth when he joined Microsoft. As a Microsoft employee, Michael provided served over 130 unique organization, many of which were fortune 500 businesses, and several international clients. His passion for entrepreneurship brought him to the conclusion that he could provide similar services to a widely under-served market, small business. 

Since founding Leeward Business Advisors, Michael has engaged deeply in many community improvement efforts. He helped launch Start IT which creates IT career pathways for disadvantaged youth. He facilitates technology and entrepreneur experiences for students from 5K through High School. Michael participates in the youth apprenticeship committee for Kenosha Unified Schools, is a board member for Junior Achievement, is an active executive member of Building our Future Kenosha County, and supports Higher Expectations of Racine. Recently Michael lead two teams of middle school girls in the nationwide Cyber Patriot Competition with one team taking first in the state level round.

Connect with Michael Polzin:
Twitter: @LeewardBA
Facebook: Leeward Business Advisors
Instagram: @leewardbusinessadvisors
LinkedIn: Leeward Business Advisors
Phone: 262-358-4116
Website:
LeewardBA.com
LeewardElite.com

Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&A Unplugged Website: www.maunplugged.com
Email: marketing@sunacquisitions.com

Linkedin:  
Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/
Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/

Facebook:
Sun Acquisitions: https://www.facebook.com/sunacquisitions/
M&A Unplugged: https://www.facebook.com/MAUnplugged/

Twitter:
@SunAcquisitions https://twitter.com/SunAcquisitions
@M_A_Unplugged https://twitter.com/M_A_Unplugged

Instagram:
@sunacquisitions https://www.instagram.com/sunacquisitions/
@ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/

YouTube:
Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg
  

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.