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Michael Girdley (@Girdley) and Bill D'Alessandro (@Bill) talk about a B2B Internet Business in Petcare Vertical. In this episode, we will examine their sales strategy and see if they have any unutilized pricing power, in addition to learning how this deal operates. We found something exceptional in this deal, so we will explain why its growth is delayed. Moreover, we realize something super interesting about this deal. Tune in to the episode to find out!
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Acquisitions Anonymous episode 141
(00:00) - Introduction
(00:50) - Our sponsor is Cloud bookkeeping
(02:18) - Deal & financials: B2B Internet Business in Petcare Vertical
(03:05) - Wait… what does this business do?
(04:53) - What is their sales strategy?
(06:41) - What does Bill love about this deal?
(10:31) - Do they have unused pricing power?
(12:54) - Where is the moat of this business?
(17:21) - Is there a recurring revenue here?
(19:54) - Why is this business’ growth on hold?
(20:25) - What are the usual options when you find a reasonably priced deal?
(23:28) - What gives us the chills on this deal?
(25:52) - Is this a trend that will continue?
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