Mark & Katie Fleming - Building A Unique Equity Partner HoldCo For Acquisitions
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Mark & Katie Fleming - Building A Unique Equity Partner HoldCo For Acquisitions

53:24 Jul 31, 2025
About this episode
Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.Owner Actions: https://owneractions.com/Owner Action on TikTok:  https://www.tiktok.com/@owneractions Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/  Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/
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