Dylan

@dtcprophet @Seanfrank 😭😭😭

@Seanfrank All I wanted to hear you say was that you predict 3-5x revenue deals are coming back and you didn't deliver it man

Everything you need to know to sell your brand: Ecom valuations are going to rise again in the next 24 months. Here is everything you need to know if you want to make money during this window. 1- How are companies valued? Almost everything will be sold on a multiple of earnings. If you are small, you will use "Seller discretionary earnings". The money you as an owner can take every year. If you are bigger, it will be a multiple of EBITDA. Right now, a mid growth brand (growing 20%), in an average category (clothing, not beverage), with a solid team and clean financials, with 10 million in trialing 12 month EBITDA could get 8x-10x. That means they will sell for 80 million to 100 million. What makes the multiple go down? - not at all time high revenue (shrunk one year) - weak margin / too discount focused - bad channel mix (too amazon, too wholesale) - platform risk (tik tok shop) - tariff risk (all china) What makes the multiple go up? - good product mix (multiple hero items) - very diversified revenue (omni) - best in class margin - very strong LTV - HIGH MER But this brand will not trade on REVENUE. If someone told you that, they lied to you or are old. PE buys profit. The only things trading on revenue will be beverage or the most elite CPG. Gruns could get a rev deal done. Ridge cant. But valuations, multiples, will continue to go up. why? 2- Interest rates are coming down. SAAS is being crushed. All this money needs to seek a return and ecom/brands/cpg have been suppressed for a while. It is a natural ebb and flow- Dollars are going to come in, valuations are going to go up. Covid highs we would see this appeal brand go for 10-14x EBITDA. In 2022-2025 the lows got as bad as 4x. So we have already recovered a lot from the low, but we are still 50% off the peak. Do I think we will see 20x EBITDA deals again? Or 3x revenue deals? no. But I think the asset class is still underpriced and will turn out to be pretty ai resilient. 3- Understand timing and terms. Part of the rise in valuations will be doing deals on forward looking projections. The past 4 years every deal was being done on trailing 12 months. I suspect in the next 12 months, more deals will be done on forward or current year numbers. SO doing a deal in June, but getting credit for the projected ebitda for the entire fiscal year. The flip of this, in the past 4 years most deals have been very preditorary. Lots of coupons, dividends, participation snuck in. I saw deals being done at 10x EBITDA, but its a minority deal where the buyer basically is guanreteed a 4x on their money... Someone was buying 25% of something but getting so many protections its like they owned th3 whole thing. Thats all going to go away 4- Hire help. If you are small use a broker or a lawyer. For 50k a lawyer can save your ass on a 3 million dollar deal. If you are bigger, 3-5m in ebitda and up, hire a banker they will charge 1-5% of the entire deal, but every banker pays for themselves. they will find more buyers, tighten the screws, and guarantee a deal closes also- if you want to sell, dont miss the window. the windows are open 2 years every 6 years. Eventually everything goes to shit and you gotta wait out the bad times anyway- this is actually a series and this is part 1 of 5 suckers see you soon

@chuckiegregory 2% opex>>>

Facts

@shauneng fax, my top strat making 20k/m+ bc of the uncapped upside

How to attract brilliant autistic ecom talent that actually mogs Hormozi’s VP of Ops built a company to 9 figures and exited in under 2 years He could do it himself. But he chose to work with Acquisition. It took him four years to hit $200M. Acquisition did $106M in 72 hours. He wanted to learn from that. Winners want to work with winners. If you’re trying to hire elite talent, understand this: The best CFOs already make 6 figures/month Top creative strategists get paid multi 5 figs/month Most of them could start their own business and do well They don’t need more money. “I want to make a $100M exit” is not a compelling vision for them. You need a vision so big they want to be part of it. Growth. Mission. Fulfillment. Give them uncapped upside, let them focus on what they’re best at, and provide a mission that fulfills them. That’s how you attract talent that actually mogs. If you read this and still not sure why you can’t get good creative strategists after offering them $3k/mth + “bonuses” while you’re selling garbage to grandmas That’s probably why

@Seanfrank AHHHHHHHHH

just got a deck for a brand raising at 4x REVENUE ARE WE BACK??????

@shauneng make millions w heavy DR and then reinvest into brand/new clinically backed SKUs, etc? or no?

A lot of Ecom brands scaling super fast (8-9 fig/yr run rate) rely on aggressive Direct Response marketing Most can't exit for huge multipliers. Even brands crushing TikTok Shop are too uncompliant. And no - adding MRR doesn't instantly mean a big exit. Unless you're approaching your brand product-first and adding killer marketing on top, a 9-figure+ exit is unlikely from what I've seen (could be wrong) At that scale, most investors want Level 2.5+ compliance. Most DR-heavy brands are nowhere near that - and changing it up means revenue tanks. Too risky. The CPG brands I know that exited for 9 figs+ are usually close to Level 3 compliant (if DTC heavy), or heavy into retail. Level 3 Compliance – Bulletproof / Enterprise-Grade - Clinical studies or third-party testing supporting claims - Legal review of all ad copy and landing pages - Proper substantiation files maintained - Full TCPA compliance for SMS - Documented compliance processes - Ready to withstand an FTC investigation or NAD challenge MAJORITY of brands aren't even close to Level 2. I would say Ryze is around Level 1.5+. PetLabCo around Level 2.5+ (and exited). At this compliance level, you can't make many claims. The only way to keep scaling online at Level 2.5+: - A f*cking good product with strong clinicals so you can make real claims - Enough distribution to market a "boring" product (celebrity brands - existing audience) Hailey Bieber's cosmetic brand Rhode exited for a $1B deal, for example And IM8 did $100M ARR their first year at level 2.5+. But it also took them 2 years and millions on product development to get it right from the start. I've seen DR-heavy brand owners doing 9 figs/year struggle to exit health gadget brands because of compliance risk. Even after adding MRR through aggressive greyhat tactics. To be clear, you can have a great "white hat" brand, but that doesn't mean it's fully compliant. And you don't have to maintain such strict compliance right at the get-go. Most brands gradually transition. Not everyone's goal is to exit. You can still have a great cashflow business, and you can still exit for a good 8 figures. But if a 9 fig exit is the goal: Product-first. Compliant. Then you're exit-ready.

@mariowritess @Bogzabs96 link?

@Dylanecommm Growthhub! What @Bogzabs96 does is on another level!

Best creative agencies for 8 figure supplement brands? msg me!

@itsjaxaco your not wrong lil bro

@Dylanecommm tiktok shop

@ariesnotebook lean teams moving fast>>

This is the year of the one-person Shopify store.

@victorcardenas when are you launching credit terms!!

Slash is exploding in 2026. In January we: - crossed $200M ARR - moved $150m in stablecoins - $40m+ in card volume in 1 day If you told me we’d be where we are a year ago I would have told you you’re crazy.

@sufianszn brand

[BRAND OWNERS] The next cohort of my creative strategy Bootcamp will be geared towards brands who want to upskill their team Send me your strategists, and I’ll send you back killers Increase your ad win rate Upskill your team Scale ad spend Dm me ‘BRAND’ if you want me to personally train your team

@coookwithchris @oasishealthapp jacob> david

The Jacob bar is one of the CLEANEST (and best tasting) protein bars on the market @oasishealthapp

@ssaaammiirr fact

BMs going down, reserves increases, creatives fatiguing, VA quiting still better than having suck off clients all day or having to catch a trade everyday

@aistisnotes lfg!

kandy things

@kevinxu @bryan_johnson @HamptonFounders im on the same wave

Net worth unlocks according to @bryan_johnson: $7M - freedom $50M - leverage $250M - new games $1B - change the world (h/t @HamptonFounders)

@hustle_fred what about $1m in MRR?

family reactions to MRR: > $100 MRR: "you need a job" > $500 MRR: "you need a job" > $1k MRR: "yeah, but you need a job" > $2k MRR: "yeah, but a job earns more" > $3k MRR: "okay, do what you want" > $5k MRR: "what exactly do you do?" > $10k MRR: "are you sure this is stable?" > $100k MRR: "you were always a smart kid"

Hiring a full-time funnel builder. Listicles. Advertorials. A/B tests. Offer tests. You execute. The team guides strategy. We scale together. DTC health brand doing 7 figures/mo. DM me if you're that person.

@thedennis if you do % ad spend ya

Controversial: Your creative strategist should be the highest paid person on your marketing team. Not the media buyer. Not the designer. Not the editor. The person who decides WHAT to say and WHO to say it to is the person driving all the revenue. Everything else is execution. But most brands pay creative strategists the least and wonder why their ads don't work. You're underpaying the person responsible for your entire growth engine. Then blaming the algorithm when results drop.

@kes11av @nicktheriot_ can you link their ad library?

@Dylanecommm @nicktheriot_ mood.com baysmokes.com

Just reviewed this advertorial for a CBD product and honestly, it's a solid B+ that could easily be an A if they fixed a few things. The structure's there. The mechanism's there. The length is right. But it's playing too safe. Firstly, the headline is weak. It reads like a health article on WebMD instead of something that makes you stop scrolling. When you're running advertorials to unaware audiences, you can't afford to be boring in the first three seconds. Right now it's: "Here's some health information." It should be: "This explains something uncomfortable about you." Big difference ‘cause one gets ignored and the other gets clicked. Secondly, the opening doesn't pull you in emotionally fast enough. They jump straight to symptom and explanation but unaware audiences need more than that. They need to see themselves in the story first. Feel the frustration. Connect with the emotional consequence. Then you can explain the problem. Right now they're going: Symptom → Explanation Should be: Life frustration → Emotional pain → Then explanation I've seen this mistake a hundred times. People think advertorials are about educating. They're not. They're about making someone feel understood before you teach them anything. Thirdly, problem agitation is too polite. They mention common solutions like vitamins, oils, shampoos. But they don't invalidate them hard enough. My rule for this is, Don't just say "here's why this happens." Say "here's why what you're doing is failing." You need to create frustration with their current approach. Then relief that there's a new way. Then openness to your mechanism. Fourthly, mechanism introduction is actually strong but comes too early. They've got a good new mechanism. Sounds scientific. Feels hidden. That's gold. But they introduce it before the emotional buy-in peaks. And they don't make it feel exclusive enough. When you introduce a new mechanism, you want soft conspiracy framing. Not crazy tinfoil hat stuff. Just withheld knowledge. - "Researchers recently found..." - "Doctors are quietly discussing..." - "This doesn't get talked about because..." That makes people lean in. Makes them feel like they're getting insider info. Fifthly, product introduction is good but the transition could be tighter. They don't name-drop the product too early. That's smart. Fits the advertorial tone. But before you introduce the product, you need a bridge. A clear reason why THIS product. Why now. Why different. Something like: "That's when I started looking for something that actually worked with this process…not against it." Then introduce the product. Makes it feel discovered instead of pitched. Sixthly, social proof is underused. Testimonials are there but buried. No pattern recognition. No authority stacking. I'd pull at least one testimonial way higher in the page. And I'd add three types: 1. Authority testimonial (scientist, professional, expert) 2. Relatable peer 3. Visual-result-oriented quote Seventhly, CTA copy is leaving millions on the table. It's generic. "Check availability" type stuff. But you can stack way more psychology here. Test: ● "See If This Is Right For You" ● "Check Availability In Your Area" ● "See Why Women Are Switching" And add more CTAs throughout. Not just one at the end. After every emotional peak, give them a way to click out. Eighthly, formatting needs work for mobile. Too many long paragraphs and not enough pattern breaks. Shorten paragraphs to 1-2 lines. More bolding. More sub-headers. Occasional bullets. Make it easy to skim on a phone while scrolling at night with a glass of wine. So if I were running this account, here's what I'd fix first: Tier 1 (biggest lift): 1. Rewrite headline for life outcome curiosity 2. Rewrite opening to emotion-first story 3. Move first testimonial higher 4. Aggressively invalidate common solutions Tier 2: 5. Strengthen mechanism with "why nobody talks about this" 6. Add authority-style social proof 7. Improve CTA language and frequency Tier 3 (polish): 8. Fix formatting for mobile 9. Test alternate angles (dating, career, confidence) 10. Create 2-3 completely different advertorial angles, not just tweaks Frankly speaking this advertorial has good bones. Structure's right. Strategy's right. But emotional pressure is too low and the hook isn't aggressive enough. Fix those and this thing could print way harder than it probably is right now.