The Intentional Owner

Apr 03 2025 7 ep. 51 mins 5
The Intentional Owner Podcast artwork

The Intentional Owner provides an in-depth & personal look at life as a small business owner. We discuss how to acquire, operate, and grow small businesses in ways that achieve positive impacts for yourself, for your family, for your employees, and for your community. We love everything to do with small business acquisitions & entrepreneurship and want to support our fellow small business owners in having a fulfilling life.

  Business
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Owning 100% vs. Taking Capital: The Tradeoffs That Matter - The Intentional Owner #6

Apr 03 2025 63 mins  
In this episode of The Intentional Owner, co-hosts Kaustubh Deo and Sam Rosati unpack one of the most important and nuanced decisions a small business buyer can make: whether to self-fund and retain 100% ownership or raise equity from outside investors. Drawing from their own experiences and those of other operators, Kaustubh and Sam explore how this decision impacts governance, fi

The Impact of SMB Ownership on Family, Spouses & Children - The Intentional Owner #5

Mar 27 2025 64 mins  
In this episode of The Intentional Owner, co-hosts Kaustubh Deo and Sam Rosati dive into a topic that rarely gets the spotlight in small business ownership: how running a company impacts your personal relationships, especially with spouses and children. Through honest, personal reflections, Kaustubh and Sam explore how owning and operating a small business affects everything from d

Long-Term Hold Philosophies: SMB, PE, and Investor mindsets - The Intentional Owner #4

Mar 20 2025 45 mins  
In this episode of The Intentional Owner, hosts Kaustubh Deo and Sam Rosati explore the realities of long-term ownership in small business. Many entrepreneurs enter the space with the intention of holding a business indefinitely, but the challenges of day-to-day operations, shifting risk tolerance, and unforeseen opportunities often reshape that vision. Kaustubh shares insights fro

The Mindset and Skills that set Successful SMB Owners Apart - The Intentional Owner #3

Mar 13 2025 65 mins  
In this episode of The Intentional Owner, hosts Kaustubh Deo and Sam Rosati dive into what it truly takes to succeed as a small business owner. They break down the mindset, attributes, and leadership qualities that make the difference between thriving in SMB ownership and struggling under its demands. Kaustubh shares lessons from running Blooma Tree Services, including the reality

Surviving Search, Closing the Deal, and Scaling a Business for the Long Haul - The Intentional Owner #2

Mar 06 2025 54 mins  
Surviving Search, Closing the Deal, and Scaling a Business for the Long Haul In this episode of The Intentional Owner, Sam Rosati and Kaustubh Deo dive deep into the journey of buying and running a small business—specifically, Kaustubh’s experience acquiring and growing Blooma Tree Services. Kaustubh shares how his path from private equity to entrepreneurship was shaped by a

Abandoning the Rat Race for SMB & ETA -The Intentional Owner #1

Feb 27 2025 64 mins  
In this inaugural episode of The Intentional Owner, Sam and Kaustubh discuss their transitions from high-pressure corporate careers in law and finance to owning small businesses. They delve into the emotional and practical challenges they faced during their searches, the importance of having a clear 'why,' and how they manage time and productivity as business owners. With personal

Welcome to The Intentional Owner

Feb 19 2025 1 mins  
Welcome to The Intentional Owner, hosted by Sam Rosati & Kaustubh Deo. Sam is a Founder at SMBootcamp, SMB Law Group, SMBash and Pursuant Capital as well as an investor in self-funded Searchers. Kaustubh is the President at Blooma Tree Experts and former analyst at Bain Capital and Associate at Searchlight Capital Partners. Together, they'll discuss small business operations, acqui