Meet Leny
When Leny joined the DealFlowSystem, she was a W2 employee at a large company, juggling a demanding career and family life. Her husband was also working a corporate job, and they both dreamed of owning a business that could provide financial freedom and flexibility for their growing family.
Jumping In with Both Feet
Leny didn’t waste any time. During her very first group meeting, she brought two deals to the table.
- The first deal? Not great. We quickly identified red flags and moved on.
- The second deal? Promising.
It was a window dressing company with:
- $1.1 million in revenue.
- Over $550,000 in net income, proven year after year through 1120 tax returns.
- A 30-year track record of stability, with retiring owners in their 70s who were ready to pass the torch.
I told Leny, “This is a good business. Go meet the sellers face-to-face. Bring your husband and your newborn. Let them see themselves in you—build that relationship.”
The Power of Connection
Leny followed through, meeting the sellers in person and making a personal connection. Her family’s story resonated with them, and despite receiving multiple offers, the sellers chose her LOI. It was a testament to the importance of relationships in business acquisitions.
The Process
With the LOI accepted, we moved forward with:
- Light accounting due diligence to confirm the financials.
- Drafting the Asset Purchase Agreement to finalize the deal structure.
A Difficult Decision
Unfortunately, during this process, complications arose with Leny’s second pregnancy. After much consideration, she made the difficult decision to step away from the deal. It was a tough call, but it was the right one for her family.
A New Direction
What’s remarkable is that Leny didn’t let this setback stop her. Inspired by the experience and the skills she gained in the DealFlowSystem, she decided to launch her own bookkeeping and accounting firm. Now, she’s building a business from the ground up, using the same principles she learned to create a path toward entrepreneurship and freedom.
Why Leny’s Story Matters
Leny’s journey is proof that the DealFlowSystem isn’t just about buying businesses—it’s about transformation. She learned how to evaluate deals, build relationships, and create opportunities. Even though her initial deal didn’t close, the process empowered her to pivot and take control of her future.
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