In this episode, we talk about how to build a company if you were an average, middling to above-average intelligence person living in the US. We talk about what it takes to start a company, how to get started, and what to look for in a potential CEO.
00:01:01.020And she goes, you just need to be firm.
00:01:03.080And I think so many older generations are this way.
00:01:05.380This isn't like, just go and bang on doors and offices until you get hired.
00:01:10.020But one of the things, you know, if you look at online influencers and stuff like that, sort of the place they always end up, whether you're talking about Girl Defined or Andrew Tate or even Trump is trying to teach people how to make money.
00:01:23.580And they'll create these little universities for making them because it's true.
00:01:26.400You know, if you're building your own little community, you know, one of the things that's easiest to promise them is financial independence and wealth.
00:01:33.440So you promise them that, you get them to waste money on that.
00:01:36.160And it ends up, you know, some, I think some of it is pretty good.
00:01:39.680So you look at like Hustle University and stuff like that, like what Andrew Tate is doing and some of the other ones.
00:01:45.220He has to figure out how to tell idiots.
00:01:49.560Like, because, and I'm not saying that he disproportionately attracts idiots.
00:01:53.640It's, I'm saying if your reach is wide enough, no matter who you are, a huge chunk of that is going, the majority of that is going to be idiots.
00:02:14.100The great thing about what he's doing that I really respect is most people who I see online who are selling these kinds of programs, they're like sort of pyramid schemes and they're based around coaching.
00:02:23.640Like I'm a coach, you be a coach, you make money like me, blah, blah, blah.
00:03:06.760That is what you typically see when some influencer tries to start teaching their audience to make money.
00:03:12.620I mean, I want to start by being clear that I actually think that he is probably the most honest in terms of what he's promising people of all of the people I have seen do this.
00:03:49.860But we went out there and we had to find a company to buy.
00:03:53.600So we were emailing, you know, thousands of companies, CEOs, every week, interviewing.
00:03:59.680I think you got an average of 80 interviews a week, finding out how, and you did this for about two years, finding out how just hundreds, if not thousands of companies worked inside and out.
00:04:10.200How they were built, everything like that, which gave you, and these are normal companies.
00:04:16.560So the first thing I would say to people interested is if you are uniquely intellectually gifted, so I'm going to like break this into categories.
00:04:25.140And if you're okay with high risk, high reward opportunities, go to Silicon Valley, go live in a hacker house, meet the VCs, start, you know, get working on startups, go that route.
00:05:25.700Actually, you are better off at having a big success in a country that is smaller than a country with a medium-sized economy.
00:05:31.440So like if you're in Korea or Japan or Germany, you are much less likely to have a huge economic success starting like a startup-style company than you would in a country like Norway or Finland or Sweden or Estonia.
00:05:45.000So keep that in mind or Singapore for that matter.
00:05:48.140And the reason why, just to give a little bit of color there per Malcolm's hypothesis, is that nations that are so small basically have to start out being global,
00:05:55.780which basically means that you'll discover if you can have global range and global market potential very quickly.
00:06:02.380Whereas when you're in a medium market where you could sell a lot domestically, like Germany, like South Korea,
00:06:08.540you could basically get stuck in the trap of selling and specializing for your local market, which ultimately has a very limited ceiling.
00:06:16.420And so people kind of get stuck in that.
00:06:18.760And then, you know, companies that do well, like Kakao and South Korea, they begin to grow inwards on themselves with stuff like, you know, Kakao Uber, basically.
00:06:27.640Kakao Talk, you know, Kakao App Store.
00:06:30.300So anyway, I'm going to take a quick moment here to describe the different types of capital,
00:06:36.300because this is important to know about if you're thinking about starting a company.
00:06:39.080So we just talked about one core category, which is if you just have enormous faith in yourself and you're young and you have educated yourself to some extent.
00:06:47.160And I mean, you need to be like actually highly educated.
00:06:50.960I know a lot of them are of this smart category, but the people in this ecosystem will ferret you out very quickly if you aren't highly educated.
00:06:59.220And I don't mean in a university context.
00:07:00.780I just mean that you've taught yourself.
00:07:01.880And hopefully when we build our school system and we release it like Q1 this next year or Q2 this next year, it would get you there if you completed it.
00:07:10.300Well, and I do really want to emphasize that, like, especially in Silicon Valley, thank goodness, this is not one of those worlds where you really do need credentials.
00:07:17.260And many VCs really, really just care about merit.
00:07:20.340So this is one of those few places where educated actually means what Malcolm is saying, like literally knowing your shit, not having a piece of paper.
00:08:16.580So, with venture capital, on average, even if you're looking at the best firms, they make their money on one of every 13 deals, which means that they cannot invest in companies that will do middlingly well.
00:08:52.620And it requires a lot of, you know, what is called CapEx, you know, ownership of property.
00:08:57.580So, you would never, with VCs, do a construction company.
00:09:00.320You would never, with VCs, do a real estate company.
00:09:02.780Basically, they need to invest in something that is very low CapEx, which basically only software is, and a few other like weird business models where like the CapEx is owned by like a different model.
00:09:26.460The next source of capital is going to be the source of capital that I would recommend for most people who want to start something with a high probability of working, a high probability of providing them independence, and lower costs to get into.
00:09:41.540Which is what I would call search fundy type companies, right?
00:09:45.160And these are companies that you can get into with debt.
00:09:57.540Search funds, also known as entrepreneurship through acquisition, involves acquiring an existing company that is already performing well, typically from someone who's looking to retire and sell that company.
00:10:06.220Because they, you know, don't have a son or daughter to pass it on to for whatever reason.
00:10:10.640So, these are often companies that are really small mom and pop businesses, very practical.
00:10:16.160This is where you are going to see dry cleaning businesses and dental offices and mosquito remediation companies and all things like that.
00:10:22.140And why the debt can be uniquely low is because this is not just bank loans that you're getting.
00:10:30.760Yes, a small business association in the United States.
00:10:33.020So, this doesn't necessarily apply to every nation.
00:10:35.060Other nations may have similar loan programs to this.
00:10:38.260Are available to small business owners to do all sorts of things.
00:10:42.360But indeed, to also sort of put leverage on businesses that they acquire.
00:10:45.940So, what many individual searchers do to become entrepreneurs through acquisition by acquiring one of these small businesses is they use some of their money to acquire the business in the form of equity.
00:10:56.360And then they get out an SBA loan to cover the rest of the acquisition cost.
00:11:00.020And they may do some what's called seller financing with the person basically saying, okay, well, I will pay you this much up front with a combination of my money and debt.
00:11:07.760But then I will also pay you this other amount from the profit that I get from the business after I acquire it.
00:11:13.460So, let's talk about the two ways that you can go about doing this, right?
00:11:16.460Because you're talking about one way what I actually probably wouldn't recommend to most people because it's a little bit more sophisticated to acquire an existing company.
00:11:24.100But if you want to, you know, and you're coming in with some, you know, maybe some money you inherited or something.
00:11:29.520Let's say you've inherited like $200K or $250K.
00:11:32.520And then on top of that, you're putting that down.
00:11:34.740You can talk to a bank, you know, if you don't have a criminal history or something.
00:11:38.820And that can get you into a company for like $500K, right?
00:11:41.720If you buy a company at around that range, this can be a company that is earning, let's say, you know, when you're buying these really small companies, you can buy them at like 1X EBITDA or like 2X EBITDA or like 1.5X.
00:11:55.020EBITDA does roughly the profit of the business.
00:11:57.640Basically, it means that if you own this company, you would be bringing in about $250K a year yourself because other people don't want companies that small.
00:12:06.380So, they sell for really low multiples.
00:12:08.660And then you can do something called a roll-up.
00:12:09.900You know, you take that money, you set it aside for a couple years, and you buy other companies in the same space.
00:12:14.840And banks are going to be even more trusting of you then because they're like, oh, you've run a company like this before.
00:12:19.460But let's talk about why SBA loans are so useful if you do not come from an economically advantaged position.
00:12:26.720Defaulting on a bank loan, a lot of people are like, oh, this is terrible.
00:12:29.480Like, what if I buy a company and it fails, right?
00:12:31.800If you get an SBA loan and you buy a company and it fails, then you go into bankruptcy.
00:12:36.820That will hurt your ability to get credit for about like five or six years, but it eventually clears out of your record.
00:12:43.100Especially if it wasn't your fault and then you can do it again, basically.
00:12:46.620Not necessarily with an SBA loan, with another type of loan or something like that.
00:12:49.360But as long as it wasn't criminal or anything like that, and what this means is that if you don't have a lot of money to you, you have access to a way to get money.
00:12:58.040Or if you're willing to put down all of the money you have on a deal and then you can take an SBA loan on top of that.
00:13:02.360To get capital that's actually not available to people who have assets they have to worry about.
00:13:07.320I would warn people that SBA loans are personally guaranteed.
00:13:31.160Now, with normal like bank debt, like our travel business that we acquired through the entrepreneurship, through acquisition model has debt.
00:13:52.080Or you need to have basically a long history of audited financials for your company that sort of show that it has, you know, or you need to have a company that has like a lot of real estate assets.
00:14:38.240Included in the price of the company is going to be all the real estate.
00:14:42.240So, I can take out debt, you know, against that asset, the real estate that's included with the company, but that debt won't exceed the real estate that's included with the company and will be less than it.
00:14:55.600So, then where am I getting the rest of the money to buy that company?
00:14:58.340I either need to be independently wealthy or I would need to get a personally backed loan on top of the loan that is covered by the real estate the company already has.
00:15:07.780Point of clarification here, this isn't obvious to listeners, but a company's value is going to be its real estate and hard assets value plus the value of a multiple on its EBITDA, i.e. how much cash it's pulling in every year.
00:15:23.100So, the value of the company is always going to be higher than the value of the real estate.
00:15:27.800I mean, unless you're in some weird situation, it's just worth noting in terms of how you value companies.
00:15:33.600If this video does well, we could go into this stuff in a lot more detail, like how to value companies and where to find companies to buy, et cetera.
00:15:53.180Anyway, yes, SBN loans are great and they do provide a lot of opportunity.
00:15:57.520However, let's go into what I would suggest is the number one way that I would look at creating a company if I was an average middling to above middling intelligence person living in the U.S., right?
00:16:11.540Or really anywhere is I would first look at search fundy type companies.
00:16:15.820So, look at sites like DealStream and stuff like that.
00:16:17.920See the type of companies that are selling.
00:16:19.900Talk with people who run these small companies.