March 21, 2024

Riding the Wave of Acquisition

On this episode of the Gross Profit Podcast, James Kennedy sits down with Fadi El Mouallem, Managing Partner at Valenta. They dive into the strategic nuances of purchasing and procurement in the context of business acquisitions. Whether you’re gearing up to sell or scouting for acquisitions to bolster your company’s growth, this episode offers invaluable insights and methodologies from a seasoned expert in the field.
The Gross Profit Podcast
The Gross Profit Podcast
Riding the Wave of Acquisition
Loading
/

Show Notes

Fadi El Mouallem, Managing Partner at Valenta, joins James Kennedyon this episode of the Gross Profit Podcast. They dive into the strategic nuances of purchasing and procurement in the context of business acquisitions. Whether you’re gearing up to sell or scouting for acquisitions to bolster your company’s growth, this episode offers invaluable insights and methodologies from a seasoned expert in the field.

What You’ll Discover:

  • Expert Strategies for Purchase and Procurement: Fadi shares his seasoned approach for businesses on the brink of sale or those actively seeking acquisitions.
  • Growth Through Acquisition: Learn key tips for integrating acquisition into your company’s growth strategy effectively.
  • Valenta’s Transformational Role: Explore how Valenta is leading the charge in helping businesses amplify profitability through strategic transformations.

Guest Spotlight: Fadi El Mouallem

Fadi brings over two decades of experience to his role at Valenta, specializing in operational excellence and procurement. His expertise spans helping both tech and non-tech firms optimize operations to fuel growth. With a strong background in various management and leadership roles, Fadi is a guiding force for businesses looking to navigate the complex waters of acquisition successfully.

About Valenta:

Valenta is at the forefront of empowering mid-size organizations to scale profitability through Process Optimization, Digital Transformation, Staff Augmentation, and Learning. Their customized solutions are designed to tackle common business pain points, ensuring sustainable growth and innovation in an increasingly competitive digital landscape.

The Gross Profit Podcast

More Episodes

Merushka Chetty

Nick Bilotta – The Medieval Accounting Trick That Still Works Today

In this episode, James Kennedy sits down with Nick Bilotta, Founder of Bilotta & Co. CPAs, to explore two powerful concepts often misunderstood in the accounting world: fund accounting and financial storytelling. Nick shares why fund accounting – often dismissed as an “old-school” practice – is becoming more relevant than ever for nonprofits, contractors, and organizations that need transparency, donor confidence, and better decision-making. He also breaks down how great accountants don’t just report numbers – they translate financials into narratives that inspire trust, secure funding, and shape an organization’s future. From motorcycle technician to SEC reporting leader to firm owner, Nick’s unconventional journey gives him a unique perspective on the role of modern CPAs, fractional CFOs, and the importance of clarity in financial communication.

Listen Now »
Merushka Chetty

Andy Mellor – The Truth About Fractional CFOs

In this episode, James Kennedy sits down with UK-based portfolio CFO Andy Mellor, founder of Summit17, to tackle a controversial question: what actually makes a “real” fractional CFO? Drawing on Andy’s journey from big corporate finance to PE-backed gym chains and nursery groups, through to running his own packed portfolio practice, they unpack how to separate serious CFOs from title-only pretenders, why great financial models should drive day-to-day decisions (not gather dust in Excel), and how fractional CFOs can build real equity instead of just selling hours. Along the way, Andy shares a live MBO case study where a retiring partner was bought out without private equity and how smart forecasting and cash planning made it possible.

Listen Now »
Merushka Chetty

Darren Cherry – The Exit Planning Blueprint

In this episode, James Kennedy talks with Darren Cherry, Partner at FocusCFO and leader of the firm’s Exit Planning practice, about building a business that thrives without the owner. Darren explains the three reasons companies bring in a fractional CFO, why exits take 12-18 months (minimum), and how to grow value (not just income) by reducing owner dependency, tightening approvals, and installing metrics that drive behavior. He also shares a turnaround story from industrial manufacturing and the mindset entrepreneurs need to scale and sell.

Listen Now »