Max Artz's guest appearances

Max Artz

Think Like an Owner

Running Stuff, a Peterson Partners podcast

Moses Kagan

Joel Peterson

Stanley McChrystal

Ryan Callaghan

Tim Brown

Karl Sun

Sterling Jones

Hamid Moghadam

Brent Beshore

Michael Curry

Craig Fuller

Glenn Gonzales

David Johnson

David Neeleman

Davis Smith

OwlTail

Our topic is "Identifying your Customer,” with JOJO’s co-founder Sterling Jones. In 2016, JOJO’s Chocolate was founded in the kitchen of Jodie Jones while she was battling breast cancer and looking for a healthy alternative to her sugar cravings. Inspired by his mom’s story and through trial and error, Sterling Jones has successfully doubled the size of JOJO’s every year and built a loyal and fanatic customer base. JOJO’s started selling to cross-fit and yoga studios in search of the ideal customer while growing their customer base enough to allow for distribution into major U.S. retailers including Costco, Walmart, and Whole Foods. The story of JOJO’s is about identifying and focusing on a core customer base.  The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold, or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts, and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic is "Identifying your Customer,” with JOJO’s co-founder Sterling Jones. In 2016, JOJO’s Chocolate was founded in the kitchen of Jodie Jones while she was battling breast cancer and looking for a healthy alternative to her sugar cravings. Inspired by his mom’s story and through trial and error, Sterling Jones has successfully doubled the size of JOJO’s every year and built a loyal and fanatic customer base. JOJO’s started selling to cross-fit and yoga studios in search of the ideal customer while growing their customer base enough to allow for distribution into major U.S. retailers including Costco, Walmart, and Whole Foods. The story of JOJO’s is about identifying and focusing on a core customer base.  The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold, or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts, and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Identifying your Customer with Sterling Jones, JOJO’s Chocolate, moderated by Max Artz

I’m continuing to focus on specific themes within small company investing and this episode focuses on owner outreach during a search. My guests for this episode are JR De Agostini and Max Artz from Peterson Partners who ran their own search and are now running the search investment fund at Peterson. Our conversation covers how to craft your message to owners, filter through owners who aren’t actually interested in selling, build relationships, and a short detour near the end on the Pittsburgh Steelers and the Cleveland Browns.   I’m also the founder of The Operator’s Handbook, a print publication where small company operators share their insights and ideas for building more effective and profitable companies. Articles focus on process improvement, sales, hiring and training, managing culture, and all responsibilities within operating a small company. If you run a small business and are looking for new ways to grow and improve, subscribe today and join your peers in the endless pursuit of better at theoperatorshandbook.com. Links Mentioned  Peterson Partners 

I’m continuing to focus on specific themes within small company investing and this episode focuses on owner outreach during a search. My guests for this episode are JR De Agostini and Max Artz from Peterson Partners who ran their own search and are now running the search investment fund at Peterson. Our conversation covers how to craft your message to owners, filter through owners who aren’t actually interested in selling, build relationships, and a short detour near the end on the Pittsburgh Steelers and the Cleveland Browns. I’m also the founder of The Operator’s Handbook, a print publication where small company operators share their insights and ideas for building more effective and profitable companies. Articles focus on process improvement, sales, hiring and training, managing culture, and all responsibilities within operating a small company. If you run a small business and are looking for new ways to grow and improve, subscribe today and join your peers in the endless pursuit of better at <a href="http://theoperatorshandbook.com" rel="nofollow" target="_blank">theoperatorshandbook.com</a>. Links Mentioned <ul> <li><a href="https://www.petersonpartners.com/" rel="nofollow" target="_blank">Peterson Partners</a></li> </ul>

JR De Agostini & Max Artz - All About Owner Outreach - Ep. 22