We recently connected with Kelly Roach and have shared our conversation below.

Kelly, thanks for joining us, excited to have you contributing your stories and insights. What do you think it takes to be successful?

Discipline, perseverance, and the ability to handle failure — mental toughness.

As always, we appreciate you sharing your insights and we’ve got a few more questions for you, but before we get to all of that can you take a minute to introduce yourself and give our readers some of your back background and context?

I spent several years working in a Fortune 500 company, where I was promoted seven times in eight years and became the youngest senior vice president in the organization, managing a team of 100 people across 17 locations. I absolutely loved the work—I thrived on teaching, coaching, and training others, as well as the sales, growth, and business management aspects. However, I realized that the work itself didn’t truly fulfill my desire to make a meaningful impact in the world. I yearned for more hands-on, direct engagement with people and wanted to leverage my business knowledge for a greater good.

This realization prompted me to take the expertise I gained in corporate settings and teach it to others. My goal was to help them blend billion-dollar corporate strategies with innovative internet marketing techniques, enabling them to scale their businesses. I wanted to share my story of overcoming challenges during my own journey, illustrating how these combined strategies could create transformative opportunities for others.

What do you think helped you build your reputation within your market?

What helped me build my reputation was the results we delivered for our clients—results that outshined even our exceptional sales and marketing efforts. It all comes down to driving customer lifetime value, putting the customer first, and continually improving the product to make it the best it can be.

Let’s talk M&A – we’d love to hear your about your experience with buying businesses.

I had an unexpected opportunity to acquire a business in which I was previously a 50% owner, serving only as a silent partner and investor.
When my partner unexpectedly decided to step away, I had to take a fresh look at the business. Since I hadn’t been involved in the day-to-day strategy, I approached it as a prospective owner, assessing the acquisition strategy and overall growth plan.

Quickly, I identified three key issues. First, the business had too many different offers at various price points, creating confusion and leading to lost sales, so we simplified the focus. Second, there were negative redundancies in staffing. While redundancy in key areas is important to prevent single points of failure, the team had unnecessary overlap in roles that didn’t contribute to productivity or performance. By eliminating these redundancies, we streamlined the team from eight employees to two while improving overall business performance. Third, we refined the offer to ensure it was aligned with the ideal customer and the brand we wanted to build, which significantly upleveled the overall positioning.

In short, we simplified the offerings and price points, streamlined the team, and aligned the business for long-term growth. These changes resulted in an immediate boost to profitability and accelerated growth.

When evaluating a business for acquisition, it’s critical to review its financial track record, including revenue, profits, and expenses. The team structure and strategy must be assessed to ensure it is positioned for success. Customer retention, renewals, upsells, and overall lifetime value should also be considered, along with the brand reputation and market perception.

In my case, I had access to this information, which gave me a clear understanding of what I was stepping into. Ultimately, the key to success in this acquisition was simplification and alignment.

Contact Info:

• Website: https://kellyroachinternational.com/
• Instagram: https://www.instagram.com/kellyroachofficial/?hl=en
• Facebook: https://www.facebook.com/kelly.roach.520
• Linkedin: https://www.linkedin.com/in/kellyroachint/
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• Youtube: https://www.youtube.com/c/kellyroach