The Deal Scout

In this episode of The Deal Scout, host Susan Reilly sits down with Alice Chen, a powerhouse private equity fund manager with a deeply unconventional path to success. From growing up in Taiwan to launching and selling multiple successful businesses in Canada, Alice shares her incredible entrepreneurial evolution—including how her experiences in pre-med, law, and international trade led her to become a fund manager specializing in U.S. land development.Alice opens up about the roots of her entrepreneurial drive, influenced by a high-achieving banker mother and a self-taught engineer father. She reveals how she built the discipline, analytical thinking, and risk tolerance required to lead a private equity fund, and why she and her team focus on land development—a misunderstood but high-growth niche within the real estate market.Susan and Alice also dive into what makes a successful business partnership, what to look for in potential collaborators, and the importance of stress-testing relationships before committing. Alice shares a candid story of a failed partnership that taught her the critical importance of alignment in values, work styles, and long-term vision.You'll also hear a behind-the-scenes look at how her firm identifies land development opportunities, partners with major homebuilders like D.R. Horton, and deploys capital into large-scale entitlement and horizontal development projects across the U.S. Alice explains their highly disciplined, data-driven due diligence process and why contrarian thinking often wins in investing.Whether you're an aspiring fund manager, a seasoned investor, or simply curious about how raw land turns into livable communities, this episode is packed with insight, strategy, and actionable wisdom.Interested in investing in U.S. land development or connecting with Alice? Use the links in the show notes to get in touch.Reach out to connect with Alice or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this episode of The Deal Scout, host Susan Reilly welcomes a longtime friend and seasoned real estate professional, Fred Beasley. With deep roots in Central Florida, Fred shares his journey from managing vending machines at 13 to becoming a highly respected commercial real estate broker and investor.Fred brings decades of experience in both corporate and independent real estate investing, including tenures at CBRE, Trammell Crow Company, and boutique development firms. He unpacks the lessons he learned from his ambitious, business-savvy mother and how early exposure to sales and operations shaped his investment mindset.Tune in for a deep dive into Central Florida's dynamic real estate landscape—specifically the growth corridor between Orlando and Tampa. Fred outlines the evolving nature of these two powerhouse metros and the explosive development happening in Polk County, their connective tissue. He explains why investors are betting big on the region, how limited land supply and rising rental rates are driving values sky-high, and why Polk County has become a strategic hotspot for both residential and industrial development.Fred also opens up about the shift from hands-on ownership to limited partnership investing, the pressures facing independent investors, and why he believes small-bay industrial developments may still hold untapped potential. With real-world insights, regional forecasts, and tactical advice, this episode is a must-listen for anyone interested in Florida real estate, value-add strategies, or understanding the broader forces reshaping commercial markets today.Whether you're a seasoned investor or curious about where Florida's booming real estate market is headed, this conversation offers actionable takeaways and an insider's perspective on building wealth through real estate in America's fastest-growing regions.Reach out to connect with Fred or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this episode of The Deal Scout, host Susan Reilly sits down with Carl Gould, founder of 7 Stage Advisors, whose entrepreneurial journey started at just 18 years old with a landscaping business—and a broken leg. From humble beginnings to mentoring over 5,000 businesses worldwide, Carl's story is packed with unexpected lessons, strategic pivots, and game-changing insights.Carl shares the early moments that shaped his success, including a pivotal realization that simply showing up gave him a competitive edge. He dives into the importance of business planning, how most companies—even million-dollar enterprises—operate without one, and why differentiation is essential for long-term growth. With his signature guarantee model, Carl turned industry standards on their head and charged a 35% premium, out-hustling competitors with clean proposals, fast turnarounds, and relentless consistency.Susan and Carl discuss the origin of his entrepreneurial drive, rooted in a family legacy of self-starters, including his mother's pioneering efforts in network marketing. Carl also opens up about relationship missteps in business, the cyclical nature of professional networks, and how he ultimately built a consultancy designed not just to advise, but to execute side-by-side with clients.Discover why most businesses grow in 18-month cycles, how 7 Stage Advisors embeds with clients to drive results, and what makes a company truly investable. Plus, Carl shares personal passions—from his love of live events and outdoor adventures to a family tradition of annual polar plunges.If you're a dealmaker looking to invest in or grow a business—or simply want to learn from someone who has helped thousands do just that—this episode is a masterclass in strategic thinking, operational execution, and entrepreneurial grit.Tune in to learn how showing up, asking the right questions, and having a clear plan can take your business to the next level.Reach out to connect with Bryan or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this episode of The Deal Scout, your host Susan Reilly sits down with Bryan Hancock, a born-and-raised Austin, Texas entrepreneur and investor, who shares valuable insights into one of the most overlooked but highly rewarding investment opportunities: oil and gas. Brian discusses how his upbringing, professional background in engineering and business, and decades of real estate experience have prepared him for success in this unique sector.He explains why oil and gas investments—especially those involving fracking in areas like the Eagle Ford Shale—offer not only strong return potential but also significant tax advantages through Intangible Drilling Costs (IDCs). Brian also shares how he launched the Texas Freedom Fund to make these opportunities accessible to more investors, lowering the traditional entry point from $250,000 to $25,000.Throughout the conversation, Brian offers advice for first-time oil and gas investors, discusses the real risks and returns in the sector, and explains why he believes global energy demand will only continue to grow. He also touches on personal milestones, including how life experiences like divorce have taught him humility and balance, and shares his passion for deal-making, family, and travel.Whether you're a seasoned investor or new to alternative assets, this episode will open your eyes to opportunities you might have never considered—and show you how to take advantage of them.Reach out to connect with Bryan or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this episode of The Deal Scout, host Susan Reilly sits down with franchise industry veteran Don Schin, who brings over 25 years of experience and a passion for doing franchising the right way. Whether you're thinking of buying into a franchise, launching your own, or scaling one with integrity, this episode is packed with real-world insights that matter.Don has worn nearly every hat in the franchise world—franchisee, master franchisee, CEO, broker, and now consultant. But it was his role as a master franchisee that most shaped his philosophy: responsible growth, local empowerment, and building businesses that truly impact families and communities.Don shares why undercapitalization is the #1 reason franchise brands stumble, and how many new franchisors get it wrong by focusing on speed over sustainability. He explains how the “plug and play” myth sets franchisees up for failure and why emerging brands often lack the systems, support, and profitability structure to survive.From building matching systems that pair the right people with the right opportunities, to guiding new franchisors through the process of going to market, Don's mission is clear: to raise the standard across the franchise industry and help people succeed long term. He even discusses his “Are You Franchiseable?” assessment and how his company operates as the “eHarmony of franchising.”If you're entering a season of career change, thinking about launching a franchise, or looking to scale without imploding, Don shares the tools, mindset shifts, and battle-tested truths to help you build something that lasts.In this episode, you'll learn:What “doing franchising right” really looks likeThe two biggest reasons franchises failHow Don identifies red flags in emerging brandsWhy mindset and support are just as important as capitalWhat a good franchise deal actually looks likeHow to avoid jumping into a business that's a short-term trendReach out to connect with Chris or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this episode of The Deal Scout, host Susan Reilly sits down with Chris Miles, also known as the Anti-Financial Advisor, to uncover his unconventional path to financial freedom and the hard lessons learned along the way.Once a traditional financial advisor, Chris realized that the advice he was giving—401(k)s, paying off mortgages early, saving aggressively—wasn't working, not even for his own father. His wake-up call came when he saw firsthand that the “American Dream” retirement strategy wasn't delivering results. This epiphany launched him into the world of entrepreneurship, real estate investing, and ultimately, financial independence at the age of 28.But Chris's story isn't just a highlight reel. He also shares the devastating financial setback that cost him over a million dollars, and how it taught him critical lessons about liquidity, diversification, and business integrity. From that failure, he rebuilt his wealth with a new philosophy—focusing on cash flow over accumulation and creating passive income streams that allow entrepreneurs to become work-optional.In this candid conversation, Chris also opens up about the emotional toll of financial and personal failures, including two divorces, and how leaning into relationships—not retreating from them—became a game-changer for his business and personal growth. His advice for entrepreneurs? Don't grind yourself into the ground. Build freedom into your life now through smarter investments and meaningful relationships.Whether you're a business owner, investor, or aspiring dealmaker, this episode offers a blueprint for breaking free from the traditional financial mold—and building lasting wealth on your own terms.Reach out to connect with Chris or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

On this episode of The Deal Scout, host Susan Reilly sits down with real estate investor and entrepreneur Keith, whose journey from a childhood on the Jersey Shore to becoming a sustainability-focused builder in Florida is filled with grit, reinvention, and strategic thinking.Keith's early exposure to real estate came from his parents, who flipped vacation rentals in the 1980s. That hands-on experience laid the foundation for his passion for real estate and entrepreneurship. After college, Keith worked as a sales engineer, but the pull of property investment led him to flip homes in Atlanta during the early 2000s. Then came the 2008 housing crash—and a pivotal moment in Keith's career. Faced with financial risk on a million-dollar build near Atlanta's Piedmont Park, Keith made a bold decision to finish the project and sell, ultimately escaping unscathed and even profiting.Susan and Keith dig into how that defining moment shaped his investment philosophy—one rooted in risk analysis, market timing, and resilience. Keith shares the evolution of his strategy, including how he now builds using steel framing and magnesium oxide board—materials chosen initially for cost-efficiency but that have proven to be eco-friendly, hypoallergenic, and fire-resistant. His projects now attract interest from funds focused on sustainability, even though that wasn't his original intent.He also breaks down his approach to sourcing deals: from networking with agents and finding off-market opportunities, to identifying overlooked MLS listings and creatively solving zoning and entitlement challenges. Keith's team of trusted experts—contractors, engineers, former city officials, and even a former NFL player—enables him to tackle projects others won't touch.The episode closes on a personal note, highlighting Keith's passion for fatherhood and how his 13-year-old son inspires and grounds him in his mission to build better, healthier homes.Whether you're a seasoned investor or just entering the world of real estate, this episode is packed with valuable insights on market timing, building smart, and thinking beyond the blueprint.Reach out to connect with Rudy or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this episode of The Deal Scout, host Susan Reilly sits down with Rudy Rudolfo, business broker at True Forte Business Group. Rudy shares a compelling journey that begins with humble roots as the son of Cuban immigrants in Michigan and leads to an impactful career helping entrepreneurs buy and sell businesses in Florida.Rudy's path wasn't linear—nor was it easy. He opens up about the missteps that cost him his first business, including a handshake deal gone wrong with a local pastor that left him fighting to keep his car lot afloat. Rather than let the experience break him, Rudy used it as fuel to learn the right way to do business. That painful lesson sparked a passion for helping others avoid the same mistakes.With deep family ties to entrepreneurship, a personal understanding of immigrant challenges, and firsthand knowledge of the risks buyers face, Rudy brings a rare level of empathy and insight to his work as a business broker. He dives into how he turned his early setbacks into tools for supporting clients—from guiding buyers through the emotional and logistical hurdles of relocation, to helping distressed sellers stabilize their businesses and exit successfully.Rudy also shares what makes a deal truly great, the emotional intelligence needed to read both buyers and sellers, and why mentorship is a critical part of his mission. With the help of his wife, Sharon, Rudy not only builds deals—he builds trust, community, and long-term success for everyone he works with.If you're a dealmaker, aspiring entrepreneur, or simply curious about the human side of buying and selling businesses, this episode is a masterclass in resilience, resourcefulness, and relationship-building.Reach out to connect with Rudy or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this powerful episode of The Deal Scout, host Susan Reilly sits down with investor, entrepreneur, and philanthropist Eddie Wilson—a man behind more than 100 business exits and a mission to change the world, one child at a time.Eddie opens up about his journey from growing up in a loving entrepreneurial family to experiencing devastating personal losses that reshaped his worldview. He shares how gratitude, instilled by his emotionally intelligent mother, became his secret weapon—first in healing, then in scaling, and now in giving back.You'll hear the story behind his nonprofit Impact Others, which feeds and educates thousands of children daily across Honduras, Colombia, and other underserved regions. Eddie explains why true fulfillment didn't come after selling companies—it came when he stepped into the dirt and gave his time to causes greater than himself.Susan and Eddie dive deep into:The emotional aftermath of his first big business exit—and losing $30MHow he transformed pain into a framework for gratitude-driven leadershipHis three-bucket wealth system: Active Income, Passive Real Estate, and Legacy CapitalHis favorite business success (spoiler: it's not what you'd expect)His plans to shift into more passive investing and incubate service-based companiesThis episode is packed with candid insights for dealmakers who want more than just ROI. If you're chasing purpose along with profit—or considering what comes after the exit—you won't want to miss this conversation.Key Topics:Scaling companies with impact in mindLegacy building through philanthropyNavigating risk and betrayal in early exitsThe power of emotional intelligence in leadershipCreating a sustainable portfolio with a missionWhether you're structuring your next deal or searching for deeper meaning behind your business moves, this conversation with Eddie Wilson delivers a rare mix of wisdom, strategy, and heart.Want to get in touch? Email SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Join host Susan Reilly on The Deal Scout as she sits down with seasoned commercial broker and investor Christian Peters of Dark Horse Commercial. With a lifelong background in real estate and deep-rooted industry expertise, Christian shares invaluable insights into the commercial real estate market, the 18.6-year economic cycle, and strategic investment moves.In this episode, Christian and Susan discuss:How growing up in a real estate family shaped his careerThe smartest entry point into real estate investingWhy industrial properties are a top investment choiceHow to anticipate market cycles and position yourself ahead of the downturnThe critical importance of listing properties as an agentWhy now might be the best time to sell if you're planning to exit within five yearsThe telltale signs of a peak market—and what's nextChristian also shares his personal investment strategies, including finding underutilized industrial properties and adding value through hands-on renovations. Whether you're a seasoned investor, a commercial real estate agent, or just getting started, this episode offers actionable strategies to stay ahead of market trends and make informed decisions.Want to connect with Christian or discuss potential deals? Reach out via Susan at Susan@thedealscout.com.Tune in now to gain expert insights and sharpen your investment game!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

In this special episode of The Deal Scout, host Josh Wilson makes a major announcement—his time as host is coming to an end. But as one chapter closes, another begins. Meet Susan Riley, the new host of The Deal Scout, who brings a wealth of experience in business brokering, commercial real estate, and deal-making.Josh and Susan dive into her background, from co-owning and selling multiple businesses to her passion for connecting people and facilitating deals. They discuss her journey into the world of business transactions, her superpower of networking, and her excitement for the future of The Deal Scout.Josh also shares insights into his next venture—his transition into investment banking, where he continues to connect the dots between businesses and investors in the capital markets.Tune in as Susan takes the helm, ready to expand The Deal Scout's mission of bridging buyers and sellers, facilitating meaningful connections, and uncovering exciting opportunities in the world of deal-making.Interested in being featured on the show? Reach out to Susan at susan@thedealscout.com to discuss your deal and schedule an interview!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Insights from the Frontlines of M&AI'm thrilled to share some highlights from our latest episode of "The Deal Scout," where I had an enlightening conversation with Shawn Flynn, a seasoned investment banker specializing in mergers and acquisitions (M&A). This episode is packed with valuable insights and practical advice for anyone navigating the complex world of dealmaking. Here's a sneak peek at what we covered:Key Takeaways from the Episode:The Mindset of Dealmaking:   Analogies that Resonate: Shawn likens mergers to marriages and acquisitions to getting a puppy, making complex M&A concepts relatable and easier to grasp.   Emotional Rollercoaster: Selling a business is not just a financial transaction but an emotional journey. Shawn shares how entrepreneurs can prepare mentally and emotionally for this significant life event.Focus on Transaction Size:   Why Size Matters: Shawn explains why his firm prioritizes transaction size over geographic or sector-specific constraints. Deals under $10 million often don't justify the involvement of investment bankers due to fee structures.   Fee Structures: We dive into the financial models used in investment banking, including the Lehman model, and discuss the importance of aligning fees with the complexity of each deal.Client Relationships:   Trust and Collaboration: Shawn emphasizes the importance of working with trustworthy and pleasant clients. Good relationships can make the deal process smoother, while difficult clients can create unnecessary stress.Retainers and Success Fees:   Ensuring Commitment: Retainers serve multiple purposes, from ensuring client commitment to covering operational costs. Shawn highlights how retainers demonstrate a client's seriousness about the deal.The Role of Due Diligence:   Thorough Preparation: Conducting thorough due diligence is crucial for understanding the nuances and potential challenges of a deal, setting appropriate expectations, and ensuring a successful outcome.Secondary Transactions:   Liquidity Options: Shawn explains how secondary transactions involving private company shares work, including the valuation process and options for founders or early investors looking to cash out.Valuation of Private Company Shares:   Assessing Value: Despite the lack of transparency in private companies, there are ways to assess their value based on available information, including databases and platforms that provide insights into recent transactions.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Insights from a Fractional CEOI had the pleasure of chatting with Karen, a seasoned fractional CEO and advisor to C-suite executives. Our conversation was packed with valuable insights on business management, financial literacy, and strategies for driving company performance. Here are some key takeaways that I think you'll find intriguing:Key Lessons and Ideas:The Role of a CEO in Challenging Times:**  Karen steps into organizations during tough transitions, often uncovering hidden issues by listening for key phrases.Financial Statements as a Business Health Indicator:**  Understanding financial statements is crucial. Karen starts by asking about labor costs and depreciation to gauge financial health.  She uses relatable examples, like a lemonade stand, to teach complex financial concepts.Cash Flow Management and Debt Restructuring:**  "Cash is king." Karen focuses on liquidity and quick wins to optimize performance.  She warns against hasty cost-cutting, sharing a cautionary tale where excessive cuts led to dysfunction.Boosting Sales Volume and Contract Management:**  Regularly review and renegotiate contracts to stay competitive.  Example: At Pepsi, Karen learned the importance of updating contracts to reflect market changes.Building a Sustainable Business Legacy:**  Establish strong banking relationships and assess family aptitude for succession planning.Curiosities and Strategies:The Risks of Aggressive Cost-Cutting:**  Karen explains how aggressive cost-cutting can strip essential functions and skills, advocating for a balanced approach.The Importance of P&L Management:**  Managing the profit and loss statement is critical for informed decision-making.  Karen emphasizes transparency and regular financial reviews to drive performance.Educating Employees on Financial Impact:**  Monthly reviews with managers help them understand their roles' impact on the P&L, fostering accountability and performance.Connect and Learn More:Karen is passionate about helping businesses grow and scale. Connect with her on LinkedIn for more insights on transformational leadership and emerging trends, especially in AI.I hope these highlights spark your curiosity and entice you to listen to the full episode. Karen's experiences and advice are invaluable for anyone navigating the complexities of business management and growth.Stay curious and keep scouting for those deals!P.S. Don't miss out on future episodes of "The Deal Scout." Subscribe now and stay ahead in the world of business and investment!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Hey there, fellow investors and sports enthusiasts!I'm thrilled to share the latest episode of "The Deal Scout" with you. This one is particularly special as it features Marques Colston, a former NFL player who has made an impressive transition into the world of deal-making and investment. Here are some key takeaways and intriguing insights from our conversation that you won't want to miss:Key Highlights:1. From NFL to Venture Capital:   Marques's Transition: After a decade in the NFL, Marques ventured into team ownership, angel investing, and eventually co-founded Champion Venture Partners. His journey is a testament to the power of continuous learning and adaptability.   Learning from Failures: Marques shares a candid story about an investment in a cannabis company that didn't pan out. His takeaway? Failures are only losses if you don't learn from them.2. Champion Venture Partners:   Investment Focus: Unlike traditional sports investments, Champion Venture Partners targets the broader sports ecosystem—think technology, fan experiences, player performance, and even sports medicine.   Creating Access: Marques and his team are committed to providing investment opportunities to a wider range of investors, including athletes and retail investors who typically wouldn't have access to this space.3. Understanding the Sports Value Chain:   Business Opportunities: From payment processing to media rights, Marques breaks down the multifaceted nature of the sports industry and where the money can be made.   Scalability: Technologies that enhance fan experiences and provide valuable data can lead to substantial returns on investment.4. Advice for Young Athletes:   Identity Beyond Sports: Marques emphasizes the importance of young athletes defining who they are outside of their sport.   Stay Humble and Take Action: Humility and proactive learning are key to preparing for life after sports.5. Personal Touch:   Tribute to His Father: Marques shares a touching story about how he honors his late father during games, adding a deeply personal layer to his professional journey.Why Listen?This episode is a goldmine of insights for anyone interested in the intersection of sports and business. Whether you're an investor looking for new opportunities or an athlete preparing for life after sports, Marques' journey offers valuable lessons and inspiration.I encourage you to tune in and soak up the wisdom Marques has to offer. As always, feel free to reach out with your thoughts and questions. Let's continue to learn and grow together!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Navigating the Legal Maze of StartupsI'm thrilled to share some golden nuggets from our latest podcast episode, where I had an enlightening chat with Jeff, an attorney who specializes in startup legalities. If you're a startup founder or an investor, this episode is a must-listen. Here's a sneak peek into the key takeaways:The Chaos of StartupsStartup Environment**: Jeff and I dive into the unpredictable nature of startups. Rapid changes and unexpected challenges are the norms, making legal preparedness crucial.Fractional Legal Teams**: Jeff's firm, Intellectual Strategies, offers a unique solution with fractional legal teams, providing startups with diverse legal expertise without the full-time cost.Legal Challenges for StartupsExpect the Unexpected**: Jeff emphasizes that startups often face legal issues they never anticipated. Being proactive can save a lot of headaches down the road.Intellectual Property (IP) Rights**: Protecting your brand and innovations is paramount. Jeff breaks down the essentials of IP rights for startups.Understanding Intellectual PropertyTrademarks vs. Copyrights**:  Trademarks: Protect brand identifiers like names, logos, and taglines.  Copyrights: Safeguard original artistic works such as music, literature, and visual art.Trade Dress**: Learn about the visual appearance of products and packaging that can also be protected.The Importance of TrademarksValuable Assets**: Trademarks can be one of your startup's most valuable assets. They attract customers and investors alike.Preliminary Searches**: Before you dive into branding, conduct a preliminary trademark search to avoid legal conflicts.Conducting a Trademark SearchUSPTO Website**: Jeff recommends using the U.S. Patent and Trademark Office website to check for existing trademarks and assess your chances of successful registration.When to Seek Legal HelpEarly Protection**: As soon as you start using a brand, consider seeking legal protection. Start with common law rights and move to federal trademark registration as you grow.Navigating Infringement IssuesAvoiding Legal Challenges**: Even unintentional infringement can lead to legal trouble. Thorough searches and awareness of existing brands are key.Building a Fractional Legal TeamTailored Legal Support**: Jeff's approach with fractional legal teams ensures startups get the right legal expertise at the right time, adapting as they scale.ConclusionThis episode is packed with insights that can help you navigate the complex legal landscape of startups. Jeff's practical advice on trademarks, copyrights, and due diligence is invaluable for boNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

The Deal Scout Newsletter: Jason's Journey from Ocala to the Skies and BeyondHello, fellow dealmakers!I'm thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of reconnecting with Jason, an inspiring entrepreneur from my hometown of Ocala, Florida. His story is a testament to resilience, innovation, and the power of leveraging opportunities. Here are some key takeaways and intriguing insights from our conversation that you won't want to miss:Key Lessons and Ideas:Early Influences and Entrepreneurial Spirit:   Jason grew up in an entrepreneurial family, learning the ropes of customer service and sales from his parents' pest control business.   His unique perspective on success was shaped by observing the lifestyles of both wealthy and struggling clients.The Power of Self-Improvement:   While his peers played video games, Jason was busy with personal development, listening to audiobooks by Zig Ziglar and John Maxwell while mowing lawns.   This early focus on self-improvement set the foundation for his future success.From Flight Instructor to Business Owner:   Jason's passion for flying led him to become a flight instructor at a young age.   Realizing the disparity in earnings, he invested his savings in buying his first airplane, viewing it as an asset to generate income.Leveraging Online Platforms:   Faced with the challenge of scaling his business, Jason turned to YouTube and GoPro cameras to film and share his flight lessons online.   This innovative approach allowed him to reach a broader audience and build a successful online aviation education business.Overcoming Adversity:   Jason faced significant financial challenges, including a near foreclosure and an engine failure during a flight lesson.   These adversities pushed him to focus solely on his online platform, leading to the growth and success of his business.Transition to Financial Literacy:   After selling his aviation business, Jason and his wife founded Moolah, a fintech company aimed at providing financial literacy and investment tools.Intriguing Moments:First Airplane Purchase**: At 18, instead of buying a truck, Jason bought an airplane, seeing it as an investment to leverage his business.Moolah's Vision**: The goal of Moolah is not just to offer banking and investment services but to educate users on financial stewardship, drawing from Jason's personal experiences.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Understanding Regulation DThis time, we dive deep into the world of raising capital through Regulation D with the help of our esteemed guest, Mr. Tilden, an experienced securities attorney. Whether you're a seasoned investor or just starting out, this episode is packed with insights that can help you navigate the complexities of capital raising.Key Takeaways from the Episode:1. Understanding Securities:What is a Security? & Why It Matters**: Knowing this helps you understand what falls under securities laws and why compliance is crucial.2. Regulation D Overview:Exemptions Explained**: Regulation D allows companies to raise capital without SEC registration, provided they meet specific criteria.3. Accredited Investors:Who Qualifies?**: Net worth over $1 million (excluding primary residence) or income of $200,000 ($300,000 with a spouse) for the past two years.Verification**: Essential for compliance, especially under Rule 506c.4. Choosing Between 506b and 506c:5. Transitioning Between Rules:6. Protecting Non-Accredited Investors:Limitations**: Rule 506b allows only a limited number of non-accredited investor7. Emotional Side of Deal-Making:Passion and Drive**: Successful capital raising often hinges on your enthusiasm and the compelling story behind your project.8. Friends and Family Investments:Compliance**: Even investments from close relations must comply with securities laws to avoid legal issues.Why Listen?This episode is a treasure trove of practical advice and expert insights that can help you successfully navigate the regulatory landscape of raising capital. Whether you're looking to understand the nuances of Regulation D or seeking strategies to attract investors, this conversation with Mr. Tilden is a must-listen.Connect and EngageI encourage you to reach out to Mr. Tilden for further insights and to express your gratitude for his valuable contributions. His contact information is available in the show notes, and you can also connect with me directly if you have deals you'd like to discuss on "The Deal Scout."https://www.linkedin.com/in/tildenm/https://www.youtube.com/@syndicationattorneyNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Unveiling the Secrets of Strategic AcquisitionsThis time, I had the pleasure of sitting down with Jude, a remarkable entrepreneur and dealmaker who has mastered the art of scaling businesses through strategic acquisitions. Here's a sneak peek into our conversation that you won't want to miss:Key Takeaways from Jude's Journey:Scaling Through Acquisitions**: Jude's journey from a small door and window business to a $100 million revenue powerhouse is nothing short of inspiring. He recently doubled his company's size by acquiring Pella Doors and Windows' luxury division.Building a Luxury Brand**: Learn how Jude launched Stately Doors and Windows, targeting high-end homes with bespoke products. His focus on quality and luxury has set his brand apart in a competitive market.Resilience in Deal-Making**: Jude's story of reaching out to 400 private equity firms to secure funding without giving away equity is a masterclass in persistence. He faced numerous rejections but refined his pitch and ultimately found the right partner.Adapting Your Pitch**: Initially presenting his company as a sponsor-backed group limited Jude's appeal. By repositioning himself as a business owner building a platform from scratch, he opened doors that were previously closed.Maintaining Equity**: Despite tempting offers that required giving up equity, Jude's belief in the long-term value of his business drove him to seek better opportunities. His story underscores the importance of holding onto your vision.Balancing Confidence and Humility**: Jude's entrepreneurial spirit is balanced by a strong foundation in faith and values. He shares how maintaining this balance helps him navigate the challenges of business.Cultural and Legal Complexities**: Jude's current venture into acquiring equity in a manufacturing partner in Vietnam presents new challenges. His willingness to take risks and learn on the go is a testament to his entrepreneurial mindset.Guiding Principles**: Jude emphasizes the importance of having a set of guiding principles rooted in faith, which helps him make ethical business decisions and respect the diverse beliefs of his team.Why You Should Listen:Jude's journey is packed with valuable lessons for both aspiring entrepreneurs and seasoned business owners. His insights into deal-making, resilience, and adaptability provide a roadmap for navigating the competitive landscape of business. Whether you're looking to scale your company, refine your pitch, or maintain equity, this episode offers actionable advice and inspiration.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

The Deal Scout Newsletter: Unlocking Growth with Summer CraigIf you're keen on understanding how to drive growth in private equity-backed portfolio companies through strategic sales and marketing, this episode is a must-listen!Here are the key takeaways1. Summer's Journey into Private EquityIdentifying a Market Gap:** Summer noticed that many mid-market companies lacked effective marketing strategies, leading her to establish Craig Group as a revenue growth advisor for private equity-backed firms.2. Bridging Marketing and FinanceAligning with EBITDA Goals:** Summer's team ensures that marketing efforts are directly tied to financial objectives, particularly EBITDA. This alignment helps in making marketing measurable and impactful.Integrated Functions:** Marketing and sales are fundamentally intertwined. Summer emphasizes the need for both functions to work together to drive revenue.3. Defining Clear Business GoalsMeasurable Objectives:** Establishing clear, measurable goals that align with broader business objectives is crucial. Sommer prioritizes these discussions with CFOs and boards to ensure everyone is on the same page.Customer Journey Focus:** Even in B2B contexts, understanding and guiding the customer journey is essential for effective marketing.4. Challenges in the Mid-MarketLack of Formal Marketing Functions:** Many mid-market companies struggle to scale due to the absence of a dedicated marketing team. Craig Group specializes in filling this gap.5. The Joy of Problem SolvingDiscovery Phase:** Sommer finds joy in understanding the unique challenges of each client and developing tailored solutions. This collaborative approach leads to impactful growth strategies.6. Avoiding PitfallsStrategic Hires:** Recognizing her strengths and weaknesses, Summer made strategic hires early on to focus on areas where she adds the most value, avoiding the less enjoyable aspects of running a business.7. Vision for the FutureEvolving Landscape:** Summer is optimistic about the increasing recognition of marketing's value in private equity. She believes in the potential for greater collaboration and innovation in the industry.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Faith-Driven Investing and PhilanthropyThis time, I had the pleasure of diving deep into the world of faith-driven investing with John, the co-CEO of Sovereign Capital. Our conversation was rich with insights on how to align investment strategies with personal values, particularly from a Christian perspective, while still achieving market performance. Here are some key takeaways and intriguing points from our discussion:Key Lessons and Ideas:Faith-Driven Investing**: We explored how integrating personal values and philanthropy into investment decisions can lead to both market performance and human flourishing. John shared how Sovereign Capital incorporates Christian principles into their strategies without sacrificing returns.Balancing Performance and Values**: John clarified that Sovereign Capital focuses on non-concessionary investing, aiming for high-performing investment products that also reflect their faith-driven mission. This approach challenges the stereotype that aligning investments with faith leads to lower returns.Company Culture and Performance**: We discussed the importance of strong, values-driven company cultures. Research shows that such organizations tend to outperform their peers by attracting and retaining talent more effectively.Activating Investment Capital for Mission**: John emphasized the potential of activating investment capital to align with personal values. He shared how Sovereign Capital invests in companies committed to positive social impact, broadening the definition beyond merely avoiding negative categories.Building a Culture of Care**: We tackled the challenges of maintaining a culture of care during tough times, such as economic downturns. John highlighted the importance of transparency, communication, and compassion in leadership, even when making difficult decisions like layoffs.The Challenge of Expectations**: We addressed the common perception that faith-driven investing might lower returns. John asserted that Sovereign Capital aims to break this stereotype by striving for market or better returns while maintaining their faith-driven approach.Personal Insights:Belief Systems and Money**: We delved into the belief systems surrounding money, particularly within the Christian faith. John clarified that it's the love of money, not money itself, that poses a danger. He shared examples of biblical figures who used their wealth for good.Self-Awareness and Financial Finish Lines**: John shared a personal anecdote about a wealthy friend who capped his net worth and donated the excess to charity. This concept of setting financial finish lines can help individuals focus on meaningful pursuits ratherNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Unveiling the Entrepreneurial Journey with Mark RampollaI'm thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of sitting down with Mark, an inspiring entrepreneur and investor, to delve into his incredible journey. From building and selling Zico Coconut Water to Coca-Cola, to his current ventures with Ground Force Capital, Mark's story is packed with valuable lessons and insights. Here's a sneak peek at what we discussed:Key Takeaways from Mark's Journey:The Drive Behind Success**: Mark opens up about his personal history and the deep-seated need for acknowledgment that fueled his entrepreneurial spirit. Growing up as the youngest of six, he often felt overlooked, which drove him to seek recognition through his business endeavors.Emotional and Psychological Challenges**: Entrepreneurship isn't just about financial success. Mark shares the emotional toll of making tough decisions, like laying off employees, and the importance of separating self-worth from business outcomes.Core Psychological Drivers**: Understanding the desire for acknowledgment, the need for security, and the quest for control can help entrepreneurs navigate rejection and failure more effectively.Therapy and Self-Awareness**: Mark credits therapy for helping him understand his motivations and emotional triggers, allowing him to approach challenges with a clearer mindset.The Myth of Financial Freedom**: Despite selling Zico for a significant sum, Mark experienced a sense of emptiness. He realized that true freedom and fulfillment come from within, not just financial success.Transition to Investing**: Mark discusses the challenges of shifting from an optimistic entrepreneurial mindset to a more analytical investment approach, emphasizing the importance of discipline and fundamentals.Ground Force Capital**: Mark's current venture focuses on supporting companies that prioritize health and sustainability, particularly in the food system. He believes in aligning passion with purpose and profitability.Balancing Passion and Detachment**: Mark introduces the concept of "holding it lightly," encouraging entrepreneurs to remain flexible and adapt to market realities without becoming overly fixated on a singular vision.Connect:I invite you to connect with Mark on LinkedIn and learn more about Ground Force Capital and Zico. Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I'm thrilled to share the latest episode of "The Deal Scout" with you! This time, I had the pleasure of sitting down with Seth Farbman a successful entrepreneur who has built and sold multiple businesses and now hosts the globally ranked podcast "Startup to Stock Exchange." Our conversation was packed with insights that are sure to spark your curiosity and provide valuable lessons for anyone in the investment and public company sectors.Here are the key takeaways from our engaging discussion:1. Seth's Entrepreneurial JourneyBackground: Seth has a rich history of founding and selling businesses, including vintage filings and V Corp.Current Ventures: He now runs V Stock Transfer, a stock transfer agency, and Share Media, a LinkedIn marketing firm.2. The Power of AuthenticityInvestor Relations: Authentic communication is crucial. Investors want to see CEOs actively engaging with their companies and the market.Personal Branding: CEOs should share their journeys on platforms like LinkedIn to build a personal brand and connect with investors.3. Engaging PresentationsInvestor Conferences: Avoid reading directly from slides. Engage the audience with compelling narratives and insights.Creating Excitement: Focus on creating a sense of urgency and excitement about your business.4. The Role of Transfer AgentsCritical Functions: Transfer agents manage shareholder records, facilitate stock transfers, and ensure compliance with regulations.Reliability: Having a reliable transfer agent is essential for navigating the complexities of being publicly traded.5. Traits of Successful CEOsProblem Solvers: Effective leaders are problem solvers who can articulate their vision clearly.Inspiration: They inspire confidence in their teams and investors.6. Future of V Stock Transfer and Share MediaInnovation: Seth is committed to innovation and adapting to changes in the capital markets.Trends: His firms aim to stay ahead of trends like IPOs, SPACs, and direct listings.7. Practical Advice for FoundersInvestor Presentations: Understand the IPO process, know your audience, and discuss your business's value proposition effectively.Shareholder List: Have a solid shareholder list and be realistic about current investors.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Capital Raising and Culture in Investment FirmsFeaturing Gui Costin, on the topic of capital raising and leadership within investment groups. This episode is packed with valuable lessons and strategies that can transform your approach to investment sales. Here's a sneak peek of what we covered:Key Takeaways from the Episode:Mastering Capital Raising:   Cold Outreach: Guy emphasizes the power of cold outreach and the necessity of a precise and accurate database of potential investors.   Persistence and Storytelling: Learn how persistence and sophisticated storytelling can turn complex investment strategies into compelling narratives that resonate with investors.The Art of Storytelling in Sales:   Engaging Conversations: Discover why the first two minutes of a meeting are crucial and how addressing key questions upfront can capture an investor's attention.   Two-Way Dialogue: Guy shares the importance of fostering a two-way conversation, allowing for questions and clarifications to build stronger connections.Building a Robust Database:   Fundraisers for Fundraisers: Understand the significance of having a database built by fundraisers, ensuring it meets the specific needs of investment sales professionals.Emotional Resilience in Sales:   Checking the Ego: Guy talks about the emotional challenges of sales and the importance of embracing cold outreach and rejection.The Importance of Culture:   People-Centric Business: Guy believes that every business is fundamentally about people and that a positive culture can significantly impact performance.Balancing Work and Family:   Family-First Philosophy: Guy shares his approach to maintaining a healthy work-life balance by prioritizing family events and strategically planning travel.Face-to-Face vs. Virtual Meetings:** Guy's take on why in-person interactions are invaluable, especially for significant capital raises.Unique Sales Strategies:** How respectful and concise emails can pique curiosity and lead to successful meetings.Emotional Support for Sales Teams:** The importance of showing appreciation for the hard work of sales teams facing frequent rejection.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I'm thrilled to share the latest episode of "The Deal Scout" with you! This time, I had the pleasure of diving deep into the world of international investing with Ankit, a seasoned venture capitalist with a unique perspective on blending venture capital (VC) and private equity (PE). Here are some of the key takeaways and intriguing insights from our conversation that you won't want to miss:Ankit's Journey from Consulting to Venture CapitalCareer Transition**: Ankit's shift from management consulting to venture capital was driven by his desire to leverage his skills in value creation, financial optimization, and strategic partnerships.Building a Strong Team**: He emphasizes the importance of a diverse team of global operators, policy experts, and specialists to validate deals and ensure strategic alignment.The Unique Investment ModelVC and PE Blend**: Ankit's fund operates at the intersection of VC and PE, providing a continuum of investment opportunities from pre-Series A to Series B and beyond.Navigating the VC and PE LandscapeValuation and Value Creation**: Ankit addresses potential conflicts between VC and PE, ensuring fair and reasonable valuations through a clear transfer pricing mechanism.Key Investment CriteriaFounders**: Coachability and fit within investment criteria are crucial.Product-Market Fit**: Ensuring the product meets market needs effectively.Unit Economics**: Mastering unit economics is essential for scaling businesses successfully.Understanding International MarketsAnkit highlights the growth phase in Southeast Asia, particularly India, and the favorable policies attracting foreign investment.The Intersection of Space, Sustainability, and HealthcareInnovative Solutions**: Exploring the interconnectedness of these sectors, such as deploying data centers in space to reduce environmental impact and advancing healthcare through space research.Building a Strong NetworkExpertise and Collaboration**: Ankit's team includes experts from NASA, government policy, and sustainability, enhancing their ability to identify and evaluate investment opportunities.Tune in to this episode of "The Deal Scout" for a deep dive into the intricacies of international investing and gain Send us a textDisclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

The Deal Scout Newsletter: Unveiling Innovations in Medical TechnologyI'm thrilled to share the latest episode of "The Deal Scout" with you! This week, I had the pleasure of sitting down with Justin, a remarkable guest whose journey from a certified public accountant (CPA) to a key player in the medical device industry is nothing short of inspiring. Here's a sneak peek into our conversation and the key takeaways that you won't want to miss.Key Lessons and Insights:From Numbers to Innovation**: Justin's transition from a CPA to raising capital for groundbreaking medical technologies is a testament to the power of adaptability and passion. His story is a reminder that diverse experiences can lead to impactful innovations.Capital Raising **: Justin's first foray into capital raising was for a gene-editing project aimed at creating pig kidneys for human transplantation. Despite the fear and uncertainty, he successfully helped secure nearly $70 million, showcasing the importance of commitment and relationship-building in the world of venture capital.Aligning Interests**: At SynerFuse, Justin emphasizes the importance of aligning shareholder and patient interests. His approach ensures that both groups benefit from the company's success, working on creating a win-win scenario for all stakeholders.Innovative Pain Management**: SynerFuse is pioneering new technologies that integrate stimulation with spinal surgeries to address chronic pain. Their innovative approach aims to improve patient outcomes and reduce reliance on opioids, a significant step forward in pain management.Intellectual Property and Competition**: With over 80 patents filed globally, they believe they are well-positioned to defend its innovations. Justin discusses the competitive landscape and the challenges faced by smaller companies in the medical device sector.Curiosities and Highlights:Entrepreneurial Roots**: Justin's interest in accounting was sparked by his father's entrepreneurial spirit and a family friend's advice that becoming a CPA would provide insights into numerous businesses.Pioneering Gene-Editing Technology**: Justin's decision to pivot his career and help raise capital for a gene-editing project marked a significant turning point iSend us a textDisclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

The Deal Scout Newsletter: Unveiling the Future of Senior Housing I'm thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with John Hauber, co-host of the "Senior Housing Investors Podcast." We delved deep into the senior housing sector, exploring everything from innovative business models to the role of faith in our professional lives. Here are the key takeaways you won't want to miss:

I'm thrilled to share some incredible insights from our latest episode featuring Ron Diamond,on the topic of family offices and private deals. This conversation was packed with wisdom, and I'm excited to give you a sneak peek into the key takeaways.Key Lessons and Ideas:Family Offices vs. Private Equity:   Long-Term Vision: Family offices are disrupting traditional private equity by adopting a long-term investment strategy, holding investments for decades and fostering stability.   Challenges in Execution: Many family offices struggle with infrastructure and expertise, often viewing hiring as a cost rather than an investment.Choosing the Right Partners:   Integrity Over Credentials: Ron emphasizes the importance of character and trustworthiness over mere credentials. He looks for partners who demonstrate integrity, especially in challenging situations.The Giving Mindset:   Altruism in Business: Ron advocates for a giving mindset, suggesting that genuine connections and collaboration are more valuable than immediate financial gain.Philanthropy and Business:   Entrepreneurial Philanthropy: Family offices can drive significant societal change by adopting an entrepreneurial approach to philanthropy, addressing issues that governments and corporations often overlook.Generational Shifts in Values:   Impact Investing: Younger generations are increasingly focused on ethical investments, aligning their financial decisions with their values, which is reshaping the family office landscape.Mindset and Ego:   Humility in Success: Ron discusses the importance of humility and the willingness to surround oneself with knowledgeable individuals, avoiding the pitfalls of ego.Defining a North Star:   Guiding Principles: Ron emphasizes the need for a guiding principle that balances profit with social impact, creating a legacy that extends beyond financial success.Exit Strategies and Legacy:   Holistic Approach: Ron encourages a holistic approach to investing, considering both financial returns and the broader implications of financial decisions.Vulnerability as Strength:** Embracing vulnerability can lead to deeper connections and personal growth, a concept Ron passionately supports.Send us a textDisclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I'm thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of chatting with Anmol about the the world of trading. We dove deep into the psychological aspects of trading, and I can't wait for you to hear it. Here are some key takeaways from our conversation:Key Lessons and Insights:The Power of a Trading Plan:   Anmol emphasizes the necessity of a well-structured trading plan.   A solid plan acts as your roadmap, helping you stay focused and disciplined.Emotional Mastery in Trading:   We discussed the emotional rollercoaster that comes with trading.   Anmol shared techniques to maintain emotional stability and avoid impulsive decisions.Technical Analysis Essentials:   Anmol breaks down the importance of technical analysis.Managing Trades and Controlling Losses:   Discover Anmol's strategies for setting stop-loss orders and managing risk.   Understand the importance of knowing when to cut losses and move on.Avoiding Common Pitfalls:   We talked about the traps many traders fall into, like overtrading and deviating from their plans. Curiosities and Thought-Provoking Ideas:Psychology Over Strategy**: Anmol believes that psychology plays a crucial role in trading success.Market Stages**: Learn about the four market stages—sideways movement, uptrend, consolidation, and downtrend—and how to navigate them.Impact of Wins and Losses**: Which affects traders more, big wins or losses? Anmol's insights might surprise you.P.S. Don't forget to subscribe to our newsletter for more insights and updates on upcoming episodes!Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Mr. Acers, recognized as a "CEO Visionary" by LA Times B2B Publishing, draws on his 20+ years of experience in investment banking, acquisition, and strategy experience advising middle market companies on transaction execution and strategy. Prior to founding Objective, Investment Banking & Valuation, he served as a Director at TGG Capital, leading the firm's financial and strategy consulting operations. He was also Director of The Oxford Investment Group's Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. He holds an MBA from the UCLA Anderson School of Management, FINRA Series 79 and Series 63 licenses, and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Additional Links:https://www.objectiveibv.com/resources/team/trever-acers/https://www.linkedin.com/in/treveracers/https://youtu.be/NH7BKWHGTuQ?si=UId0AHKFai5v1_FKSend us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

The Road Ahead: What My Series 79 Certification Means for "The Deal Scout"Hey Deal Scouts,I'm thrilled to share some exciting news with you all!

This week, I had the pleasure of sitting down with Edward Fernandez, a fellow podcaster and entrepreneur from Southern California, who has an incredible story to tell. Here are the key takeaways and intriguing insights from our conversation that you won't want to miss:Key Lessons and Ideas:Purpose-Driven Business: We dive deep into the significance of mission, purpose, and values in business. Edward's journey with 1031 Crowdfunding is a testament to how a strong sense of purpose can drive success.Starting with Faith and $60,000: Edward started his business with just $60,000 from investors, secured on a handshake. He shares the challenges of financial uncertainty and how he navigated those early days with faith and determination.Faith as a Business Foundation: A pivotal moment in Edward's journey was a seven-day fast that provided him with clarity and direction for his business. He emphasizes that his faith, not his bank account, is his true source of strength.Money as a Tool: We discuss common misconceptions about wealth, particularly in the Christian community. Edward clarifies that money itself is not evil; it's a tool that can be used for good when understood and managed wisely.1031 Exchange Explained: Edward breaks down the mechanics of a 1031 exchange, a tax-deferral strategy for real estate investors. He uses the analogy of surfing to explain how investors can "ride the wave" of tax deferral by reinvesting in real estate.Operational Insights: Learn about the inner workings of 1031 Crowdfunding, described as a "shopping mall" for real estate investments. With a team of 51 employees, the company offers comprehensive support across various asset classes.Overcoming Property Management Hassles: Edward reassures investors that 1031 Crowdfunding allows them to avoid the headaches of traditional property management, focusing instead on passive income and long-term growth.Curiosities and Personal Touches:Journaling Miracles: Edward keeps journals documenting the miracles and blessings he has experienced, which serve as reminders during challenging times.Family Leadership: One of his most strategic hires was his wife, who now serves as the CEO. Her empathetic leadership has been instrumental in the company's remarkable growth.Faith and Fear: We explore the nature of faith and fear, recognizing that both require belief in the unseen. Edward encourages us to choose where we place our faith.Call to Action:I invite you to listen to this inspiring episode and connect with Edward. Explore the resources available through 1031 Crowdfunding and his podcast, "The Ed Fernandez Show." Let's continue to build a community of purpose-driven entrepreneurs who support and learn from each other.Thank you for being part of "The Deal Scout" community. Your journey matters, and I'm here to support you every step of the way.Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share some exciting insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with Matt Bodnar, a seasoned expert in private equity and small business acquisitions. We delved into the often misunderstood world of private equity, the concept of Entrepreneurship Through Acquisition (ETA), and the unique opportunities that lie ahead. Here are the key takeaways:1. Demystifying Private EquityNegative Perceptions: We tackled the common misconceptions about private equity, often seen as ruthless and profit-driven. Matt shared how his approach focuses on long-term growth and sustainability, rather than quick flips.Positive Impact: Contrary to popular belief, private equity can create significant value, especially when it prioritizes building relationships and fostering growth.2. The Baby Boomer Business TransitionStatistical Insights: With around 70 million baby boomers retiring, approximately 8 million businesses will need new ownership in the next 20 years. This presents a golden opportunity for aspiring entrepreneurs.Market Dynamics: The current annual M&A transaction volume is about 30,000, indicating a significant increase in available businesses for acquisition.3. Entrepreneurship Through Acquisition (ETA)Advantages Over Startups: Matt argues that buying an existing business is often smarter than starting from scratch. Established businesses come with a proven track record, existing customers, and operational history, reducing risks.Financial Leverage: Programs like the SBA allow entrepreneurs to acquire businesses with significant financing. For instance, a $300,000 investment could potentially buy a $3 million company generating substantial profits.4. Operational Efficiencies and Growth PotentialUnder-Optimized Businesses: Many baby boomer-owned companies operate with outdated practices. Simple changes, like digital marketing and operational efficiencies, can significantly increase their value.Personal Anecdotes: Matt shared stories from his own acquisitions, highlighting how modernizing operations can lead to substantial growth.5. The Emotional Journey of Business OwnershipChallenges and Rewards: Matt candidly discussed the emotional toll of tough decisions, like layoffs and failed deals. He emphasized the importance of a strong support system and continuous learning.Resilience and Motivation: Maintaining motivation and resilience is crucial. Matt's journey underscores the importance of self-reflection and staying grounded.6. The Path ForwardFuture of Private Equity and ETA: Matt is optimistic about the potential for positive change in the industry. He encourages aspiring entrepreneurs to consider ETA as a viable path, especially with the upcoming wave of business transitions.Networking and Community: We wrapped up by highlighting the importance of networking within the deal-making community. Connecting with industry experts and peers can provide valuable insights Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of sitting down with Cliff Locks, a seasoned expert in private equity and business. Our conversation was packed with valuable lessons and intriguing ideas that I'm sure you'll find both enlightening and actionable.Here are the key takeaways:1. The Power of Cash FlowWhy It Matters: Cash flow is the lifeblood of any business. Cliff emphasizes that understanding and managing cash flow is crucial for sustaining operations and fueling growth.Actionable Insight: Prioritize cash flow management to ensure you can meet payroll, pay bills on time, and invest in growth opportunities.2. Strategic Business PlanningImportance: A well-defined business plan guides decision-making and helps identify potential challenges and opportunities.Pro Tip: Take the time to write down your goals. Cliff shares that only 3% of people have their goals written down, yet this practice is a critical step toward achieving success.3. Mentorship and Knowledge SharingResponsibility: Successful individuals have a duty to mentor the next generation. Cliff believes that by sharing knowledge and resources, we can cultivate future business leaders.Get Involved: Consider offering internships or mentorship opportunities to young professionals in your network.4. Building and Selling CompaniesExperience: Cliff has built and sold three companies, with the last one being sold to a Fortune 500 company.Key Insight: Understanding future cash flow is essential for buyers. Trust and transparency in business dealings are crucial for achieving higher multiples during sales.5. The Role of Technology and AIFuture Outlook: Cliff discusses the potential impact of generative AI on businesses, enhancing productivity and allowing team members to focus on higher-value tasks.Stay Ahead: Keep an eye on technological advancements and consider how they can be integrated into your business strategy.6. Family Dynamics and Wealth TransferChallenge: Wealth often diminishes across generations. Cliff shares that 60% of wealth is gone by the second generation and 90% by the third.Solution: Spend quality time with your children, teaching them the value of entrepreneurship and hard work. Involve them in investment opportunities to impart practical financial knowledge.7. Personal Responsibility and Self-EmpowermentPhilosophy: Success is not accidental but the result of careful planning and execution. Happiness comes from within, and we have the power to shape our futures.Take Charge: Set clear goals and work diligently towards them. Empower yourself to take control of your life and business.I hope these insights spark your curiosity and inspire you to tune into the full episode. Cliff's extensive experience and practical advice make this a must-listen for anyone navigating the complexitiSend us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share some exciting insights from our latest podcast episode featuring Jed, the mastermind behind Angel School VC. If you're passionate about venture investing or curious about the world of syndicates, this episode is a must-listen. Here's a sneak peek into the key takeaways and intriguing ideas we discussed:Key Lessons and Ideas:Venture Syndication Demystified: Jed breaks down the concept of venture syndication, explaining how it bridges the gap between startups seeking capital and investors hunting for deal flow. Think of syndicates as the matchmakers of the venture world!The Power of Larger Checks: Discover how syndicates can write substantial checks, starting at $100,000 and scaling up to million-dollar investments. This approach opens doors to a broader range of opportunities for both startups and investors.Serving the Investor Community: Learn how syndicates cater to business angels, high net worth individuals, and family offices, providing them with the expertise and resources they might lack. Syndicates offer due diligence and curated deal flow, making them invaluable intermediaries.Overcoming Syndicate Challenges: Jed shares the common pitfalls in syndicate execution, such as building investor networks and managing the syndication process. He reveals his journey of creating a scalable and efficient syndicate, leading to 100% inbound acquisition of limited partners (LPs).Angel School VC's Mission: Get inspired by Jed's venture, Angel School VC, which aims to empower angel investors to become super angels and lead their own syndicates. The global community of investors they've attracted is a testament to their success.Systematic Approach to Syndication: Jed emphasizes the importance of a systematic approach, including scripts, FAQ lists for resistance handling, and comprehensive marketing strategies. He even offers a free syndicate e-book on the Angel School VC website for those eager to dive deeper.Curiosities to Spark Your Interest:Jed's Unique Workflow: Discover the innovative workflow, automations, and systems Jed developed to scale his syndicate effectively.Global Community: Be amazed by the global network of investors that Angel School VC has built, fostering a collaborative and supportive environment for venture enthusiasts.Free Resources: Don't miss out on the free syndicate e-book available on the Angel School VC website, packed with valuable insights and practical tips for building your own syndicate.Call to Action:Ready to dive into the world of venture syndication? Tune in to our latest episode with Jed and explore the fascinating dynamics of syndicates. Visit Angel School VC for more information and resources to kickstart your journey in angel investing and syndicate building.Stay curious and keep scouting those deals!Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share with you the latest episode of The Deal Scout, where I had the pleasure of sitting down with Guy, a seasoned venture capitalist with over 35 years of experience. This conversation is packed with invaluable insights, lessons, and a genuine look into the world of venture capital. Here are some key takeaways that I believe will spark your curiosity and entice you to tune in:Key Lessons and Insights:The Journey into Venture Capital:Guy's serendipitous entry into venture capital post-business school.The evolution from associate to general partner and the founding of Alta Partners.Raising eight funds worth $2 billion and managing a portfolio of 180 deals.The Role of a General Partner (GP):Demystifying the responsibilities of a GP beyond just investing money.Balancing multiple roles: deal sourcing, board meetings, portfolio management, and fundraising.The importance of empathy and understanding the challenges of fundraising from both sides.Handling Failure:Cultural perspectives on failure and the growth mindset in America.Personal anecdotes of failed ventures and the emotional toll on both entrepreneurs and investors.The significance of authenticity, seeking support, and maintaining internal fortitude during tough times.Smart Capital vs. Dumb Capital:The value of partnering with VCs who offer wealth, wisdom, and work.The long-term benefits of strategic partnerships over merely accepting financial investments.Postmortem Process:The importance of open communication and transparency with investors and board members after a failure.Engaging in honest conversations about successes and failures to foster authentic connections.Curiosities and Highlights:Guy's Experience with IPOs:Taking 100-110 companies public and the expertise developed in the process.The intricate details of managing a life sciences-focused venture capital firm.Emotional Toll of Failure:Guy's personal story of a failed clinical trial and its impact.My own experiences with business failure and the lessons learned.Community and Gratitude:The importance of expressing gratitude and building a supportive community in the dealmaking world.Guy's willingness to connect with entrepreneurs and share his insights.This episode is a treasure trove of knowledge for anyone interested in venture capital, entrepreneurship, and the intricate dance of dealmaking. I encourage you to listen in and absorb the wisdom shared by Guy. His journey is not just about the successes but also the invaluable lessons learned from failures.Stay curious and keep scouting those deals!Check us out on YouTube: https://youtu.be/5dStQlq5iIQSend us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share some incredible insights from our latest podcast episode with Nicholas Capone, a film finance expert and executive producer at Mixed Slate Productions. If you've ever been curious about the world of film finance and investing in movies, this episode is a must-listen!Here are the key takeaways and intriguing points we covered:

I'm thrilled to share the latest episode of "The Deal Scout" with you! This week, I had an incredible conversation with my good friend Guy, who has been navigating the venture capital world for an impressive 35 years. Trust me, you don't want to miss the insights he shared!Here are some of the key takeaways from our chat:Networking is Key: Guy emphasizes the power of networking and how crucial it is to get introductions to VCs through service providers, ex-entrepreneurs, and other connections. It's all about who you know!Be Prepared: When pitching to VCs, being well-prepared and knowledgeable about your industry can make all the difference. Guy shares some golden tips on how to stand out.Insider Tips: From understanding the VC mindset to crafting the perfect pitch, Guy's advice is invaluable for any entrepreneur looking to make a mark.Resource Alert: Guy mentions his website, askguy.com, as a treasure trove of information for those eager to dive deeper into the world of venture capital.This episode is packed with practical advice and insider knowledge that can help you navigate the complex world of venture capital. Whether you're an aspiring entrepreneur or a seasoned pro, there's something in it for you.Tune in now and let's unlock the secrets of venture capital together!Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share some exciting insights from our latest podcast episode with Bob King, the brilliant author of "The Joy of Closing: The Definitive Guide to Building Trust, Getting the Deal, and Creating Happy Customers." Bob joined me to dive deep into the art of closing deals and building lasting customer relationships. Here are some key takeaways that you won't want to miss:Key Lessons and Ideas:Mindset of a Closer: Bob emphasizes the importance of adopting a closer's mindset before any presentation or meeting. Believe that moving forward is the best for everyone involved.Customer-Centric Approach: Putting the customer's needs first is crucial. Focus on helping them make an intuitive decision rather than just pushing for a yes.Effective Presentations: Learn how to craft a structured pitch that takes your customer on an emotional journey, making your presentation more impactful.The Power of Silence: After presenting the price, stop talking. This golden rule can significantly influence the outcome of your deal.Handling Objections: Bob shares strategies for working with customer resistance and effectively addressing objections to close the deal.Creating Intimacy: Building a genuine connection with your customer helps you understand and meet their needs better.Curiosities:Bob's unique approach to closing deals involves creating an emotional journey for the customer. Intrigued? You should be!Ever wondered how to handle that awkward silence after you state your price? Bob's got some fascinating insights on this.Connect and Learn More:Bob invites you to connect with him at joyofclosing.com and offers coaching for those purchasing multiple copies of his book on Amazon. Plus, I encourage you to reach out and submit your deals for discussion on the show!Tune in to this episode to transform your approach to closing deals and building trust with your customers. Trust me, you don't want to miss it!Stay curious and keep scouting those deals!Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

I'm thrilled to share some exciting insights from our latest podcast episode where I had an enlightening conversation with my good friend Peter about microcap IPOs. If you've ever wondered about taking your company public but thought it was only for unicorns, this episode is for you!Here are the key takeaways and intriguing points we covered:1. Debunking the Unicorn MythMicrocap IPOs Defined: Peter explains that you don't need to be a billion-dollar tech giant to go public. A microcap IPO is for companies with a market cap between $50 million and $300 million.Market Cap Basics: Learn how to calculate your market cap (number of shares x current stock price) and see if your company qualifies.2. Valuation InsightsPrivate Company Valuation: Discover how to determine your company's worth without spending a fortune on third-party experts. Peter shares straightforward methods like discounted cash flow models.Mark to Market: Understand the concept of mark to market and how it applies to private companies.3. Preparing for an IPOThe Journey: Peter walks us through the 12-24 month preparation process for an IPO, emphasizing the importance of early planning and commitment.Building Your Team: From forming your advisory team to getting your financials in order, Peter outlines the critical steps to get IPO-ready.4. Practical Steps and ResourcesFinancial Audits: Why getting your books audited is crucial and how to start this process.Legal and Investment Banking: The role of legal and investment banking in your IPO journey and how Peter's team can assist.5. Connect with PeterGet the Book: Peter's book, "The Entrepreneur's IPO," is a treasure trove of information for anyone considering this path. Available on Amazon!Reach Out: Connect with Peter on LinkedIn or visit his company's website, exchangelistingllc.com, for more insights and guidance.Why Listen?This episode is packed with actionable advice and demystifies the IPO process for smaller companies. Whether you're an entrepreneur looking to scale or just curious about the IPO landscape, this conversation is a goldmine of information.As always, I'd love to hear your thoughts and questions. If you have a deal you'd like to discuss on the show, head over to thedealscout.com and fill out a quick form. Who knows, you might be our next guest!Send us a Text Message.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Send us a Text Message.I'm thrilled to share some exciting insights from our latest podcast episode where I had an enlightening conversation with Greg about the fascinating world of advisory boards and governing boards. Here's a sneak peek into what we discussed:

Send us a Text Message.Subject: Unlock the Potential of Micro-Cap IPOs with Expert Insights

Send us a Text Message.Hey there, Dealmakers!It's your host, Josh, from "The Deal Scout," and I'm thrilled to share with you a sneak peek of our latest episode that's sure to ignite your entrepreneurial spirit!

Send us a Text Message.Hey there, fellow investors and curious minds!It's your host, Josh, reaching out with some eye-opening insights from our latest podcast episode. If you've ever considered dipping your toes into the oil and gas investment pool, you'll want to lean in for this one.

Send us a Text Message.Hey there, fellow dealmakers!It's your host, Josh, from The Deal Scout podcast, and I've got some exciting news to share in our latest newsletter. I recently sat down with the incredible Ewell, a mastermind in the franchising world and a fellow podcast aficionado. We dove deep into the franchise universe, and trust me, this is an episode you won't want to miss!

Send us a Text Message.Hey Guys,Josh here, and I've just wrapped up a fascinating conversation with Daniel, a wizard in the world of business acquisitions and growth strategies. I'm thrilled to share some golden nuggets from our latest podcast episode that I believe could revolutionize the way you think about scaling or exiting your business.

Subject: What is a Real Estate Investment Club?Dear Real Estate Enthusiasts,I hope this message finds you well and eager to expand your investment horizons. As the host of "The Deal Scout" podcast, I'm thrilled to share with you the insights from our latest episode, where we delve into the world of real estate investment clubs with my guest, Brian from a prominent real estate investment club.

Dear Esteemed Colleagues,I hope this message finds you thriving in your ventures. As the host of the Deal Scout Seven Minute Series, I had the pleasure of engaging in a thought-provoking conversation with Mr. Kip, an expert in leadership and talent acquisition. Our discussion unveiled invaluable insights that I am eager to share with you in this exclusive newsletter.Attracting High-Performance Leaders We explored the art of attracting the crème de la crème to leadership roles within our organizations. It's not just about offering a job; it's about presenting a career-defining opportunity that challenges and elevates their expertise. Remember, true A-players seek more than a paycheck; they chase the thrill of a challenge and the chance to scale new professional heights.More Than Money The common misconception that top talent can be won over by salary alone was debunked. Aspirational challenges, a compelling company narrative, and a culture that resonates with their values are what set the stage for attracting these individuals. They are driven by the potential to make a significant impact and to share in the success they help to forge.Engaging Board Members For seasoned professionals who have reached the pinnacle of their careers, the allure lies in mentorship and impact. Opportunities to guide an executive team and amplify their business success are what captivate these experienced minds.Motivating the CMO In the realm of marketing, the digital landscape offers boundless opportunities. A Chief Marketing Officer is galvanized by the prospect of leveraging digital marketing and social media to craft and disseminate a business's story in innovative and impactful ways.The Ultimate Recruitment Challenge Identifying the ideal CEO stands as the most intricate and time-intensive search, given the complexity and critical nature of the role. It requires a nuanced approach and a deep understanding of the multifaceted demands of leadership.For those of you seeking to elevate your organization with top-tier C-suite and board talent, Mr. Kip's firm, kipsearch.com, is your gateway to exceptional candidates.In closing, I invite you to indulge in the full conversation on the latest episode of the Deal Scout Seven Minute Series. Gain further insights and connect with Mr. Kip—details are available in the show notes.Let's continue to make strategic moves and secure the best talent that will propel our investments to unprecedented success.Warm regards,Josh Host of The Deal ScoutConnect with Kip - https://www.kipsearch.com/Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

As the host of "The Deal Scout" podcast, I'm thrilled to share with you the insights from our latest episode featuring the astute Dan French from ATX Acquisitions. If you're looking to sharpen your real estate investment strategies, this is one conversation you won't want to miss.

It's your host, Josh, from "The Deal Scout" podcast, and I've got some golden nuggets to share with you in our latest episode that you won't want to miss. If you've ever struggled with crafting that perfect pitch deck or wondered how to capture an investor's attention, this newsletter is your treasure map!

What is D&O Insurance?Essentially it is Insurance for Directors and Officers... Dive into this episode to learn the ins and outs of it in this 7 minute deal chatI am your host from "The Deal Scout," and I am pleased to share with you some insights that are imperative for anyone holding an executive or board-level position. In our most recent discussion, we explored the intricacies of Directors and Officers (D&O) insurance with the expert guidance of Chaz, revealing its critical role in corporate risk management.Here is a brief overview of the key points addressed:

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