• Acquiring Financial Educators and Publishers - A Conversation with Ian Rosen

  • Jul 17 2023
  • Length: 1 hr and 3 mins
  • Podcast
Acquiring Financial Educators and Publishers - A Conversation with Ian Rosen  By  cover art

Acquiring Financial Educators and Publishers - A Conversation with Ian Rosen

  • Summary

  • Have a Financial Education or Publishing company? Interested in the details of becoming acquired? Get your answers in today's episode. Ian is the CRO of Magnifi a division of Tifin and has acquired a number of smaller educators and publishers over the past couple years.

    00:00 | Who is Ian Rosen?
    05:56 | Why acquire Financial Education Companies?
    08:11 | Is it easier to build a product or an audience?
    09:28 | Why not start from scratch vs acquiring a Fined/Finpub company
    10:39 | Why aquire when you can joint venture or strike an affiliate deal?
    12:47 | How big of a factor are compliance issues when acquiring a company?
    17:30 | Did Ian ever consider acquiring companies related to Fintech?
    19:04 | Psychology behind Ian's ideal partners
    22:20 | Short list on why an acquisition would be attractive to a Finpub
    24:04 | The beauty of financial alchemy "Finpub to Fintech"
    27:32 | How have current acquisitions gone? What was learned? Plans going forward?
    30:44 | Does bad aqcuisition matter less if the backend monetization succeeds?
    34:16 | What types of products are working right now?
    36:15 | Themes on what marketing works better than others
    37:28 | Build a Financial Education company without the Guru phase?
    38:49 | Acquiring companies with established audiences vs faceless companies
    39:58 | What type of Revenue Multiples do you look to pay companies you aquire
    42:30 | Lifetime relationships with founders?
    43:24 | Compensation model for acquired founders?
    45:00 | What marketing machine will future partners have access to?
    46:48 | Amount of control business owners are going to lose
    49:51 | Ideal company size that Ian plans to acquire
    50:43 | What Ian wishes to fix at an early stage
    56:00 | Ian explains "Chateau Fibonacci"
    57:09 | Ian's advice for business owners who are planning to quit
    1:00:13 | Ian's recommended book that he read recently

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