Simon Plummer is the co-founder of Arbor Permanent Owners, a holding company built for long-term ownership.

In this episode, Simon drawing on his experience acquiring and operating three founder-led SMEs, he shares a practical playbook for the first year of ownership:
- how to settle a team,
- build trust,
- create momentum,
- improve sales,
- think about pricing,
- and know when to invest for growth.

We also discuss why investor alignment matters so much in small business, what makes founder-led companies different, and why simple strategy plus relentless execution usually beats sophistication.

Timestamps:
0:00 Simon on buying and building founder-led SMEs
1:19 Why Arbor chose 44 small-business-owner investors
3:32 Simon’s background: IPO journey, acquisitions, and operating experience
7:21 Small businesses are “loosely functioning disasters”
9:42 What Simon looks for before making an acquisition
13:21 What founder-led manufacturing businesses usually look like
15:25 Why the wrong investors can hurt a small business
19:11 The first 90 days: listen, communicate, and settle the business
22:42 Q2: deep dive into operations and build the sales platform
27:58 Q3: sell, review, improve - creating momentum with customers
31:48 What not to do: why “just implement AI” is bad post-acquisition advice
33:28 Q4: invest and scale once conviction is earned
35:27 Sales in small business: the hardest lever in value creation
47:29 Managing the board, reading recommendations, and final lessons on resilience

This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.