Podcasts about acquisitions

It's finally here! Today we are releasing Acquired's first “concert film” — the full video recording of our Radio City live show from this summer with Jamie Dimon, Andrew Ross Sorkin, New York Times CEO Meredith Kopit Levien, Barry Diller, and cameos from around the Acquired Cinematic Universe including Christina Cacioppo, Ben Clymer, and Howard Schultz.To watch the full production on any device, please head over to Spotify where you'll find it available for free in the Acquired feed right alongside all our other episode.Sponsors:Live Show Presented By: J.P. MorganShopifyServiceNowMore Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons fully acquires and operates digital companies like Evernote, Meetup, Vimeo, and most recently AOL.  Our conversation explores the unique model behind Bending Spoons, and the culture required to scale it. Luca shares exactly how their acquisition playbook works – from identifying promising businesses to rebuilding every part of them across product, design, monetization, and marketing. We discuss their approach to financing long-term ownership through both debt and equity, Luca's obsession with finding and developing exceptional talent, and his decision to build the company in Europe.  I found Luca's description of himself as perennially unhappy to be the clearest window into how he builds. It's a mindset that fuels his pursuit of excellence and defines the culture at Bending Spoons. Please enjoy my conversation with Luca Ferrari. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:12) The Vision and Ambition (00:07:56) Challenges and Early Days (00:11:01) The Turning Point: Evertale to Bending Spoons (00:13:12) Acquisition Strategy and Growth (00:24:22) Case Study: Evernote Acquisition (00:33:34) Pricing and Valuation Insights (00:40:02) Making Competitive Offers (00:40:37) Walkaway Rate and Offer Success (00:41:14) Financing the Business (00:43:21) Lessons from Acquisitions (00:46:32) The AOL Acquisition (00:48:21) Simplifying Business Operations (00:56:10) Incentives and Motivation (00:58:31) Balancing Discontent and Growth (01:03:21) Raising Debt Capital (01:06:37) Impact of AI on Business (01:11:00) Company Culture and Traditions (01:16:00) The Kindest Thing

Today's show features: Liza Borches, President & CEO of Carter Myers Automotive Jake Hales, Digital Operations Manager at Gee Automotive Companies This episode is brought to you by: CR Stream – Put the power of multiple auctions in your hand! CR Stream multi-lists your inventory to OVE, SmartAuction, and Copart simultaneously. Capture vehicle photos, damage, details and pricing start to finish in under 10 minutes with the CR Stream iPhone and Android mobile apps. Pay only $150 sell fee when you vehicles sells at auction! visit https://crstream.com/ to learn more. CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit ⁠https://cdgcircles.com/⁠ to learn more. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at ⁠⁠https://carguymedia.com/cdglive⁠⁠ and we hope to see you in Vegas! — Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠https://news.dealershipguy.com/⁠⁠ CDG Jobs ➤ ⁠⁠https://jobs.dealershipguy.com/⁠⁠ CDG Recruiting ➤ ⁠⁠https://www.cdgrecruiting.com/⁠⁠ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ ⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠ TikTok ➤ ⁠⁠https://www.tiktok.com/@guydealership⁠⁠ LinkedIn ➤ ⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠ Threads ➤ ⁠⁠https://www.threads.net/@cardealershipguy⁠⁠ Facebook ➤ ⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠ Everything else ➤ ⁠⁠dealershipguy.com

Joelle Pineau is the Chief Scientist at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, robotics, and responsible AI development. AGENDA:  00:00 Introduction to AI Scaling Laws 03:00 How Meta Shaped How I Think About AI Research 04:36 Challenges in Reinforcement Learning 10:00 Is It Possible to be Capital Efficient in AI 15:52 AI in Enterprise: Efficiency and Adoption 22:15 Security Concerns with AI Agents 28:34 Can Zuck Win By Buying the Galacticos of AI 32:15 The Rising Cost of Data 35:28 Synthetic Data and Model Degradation 37:22 Why AI Coding is Akin to Image Generation in 2015 48:46 If Joelle Was a VC Where Would She Invest? 52:17 Quickfire: Lessons from Zuck, Biggest Mindset Shift  

In this episode, Matt continues his conversation with attorney Vince Nardone on the legal mistakes dentists make around practice acquisitions. Building on Part 1, they expand the discussion and continue breaking down areas where dentists get themselves into trouble, often without realizing it until much later. Vince shares additional examples and insight that apply whether you're preparing to buy a practice or already own one and want to avoid costly legal surprises. Connect with us: • Learn more about 1-on-1 coaching • Get access to TLP Academy • Suscribe to The Lifestyle Practice Podcast • Email Derek at derek@thelifestylepractice.com • Email Matt at matt@thelifestylepractice.com • Email Steve at steve@thelifestylepractice.com

Entrepreneurs spend years hustling to grow their businesses, but too many leave life-changing wealth on the table simply because they don't know the rules of the exit game. In this episode of BizNinja Entrepreneur Radio, Tyler sits down with private equity expert and author Nick Bradley, who has helped lead more than $5 billion in successful exits, to break down how founders can scale smarter, negotiate better, and prepare themselves emotionally and financially for the biggest moment of their entrepreneurial journey.What You'll Learn• Why founders fail at exits they should win• The real difference between startup founders vs. scale-up builders• How private equity actually works behind closed doors• The two sets of rules in every deal: price vs terms• Why culture and transferable value matter more than you think• How roll-ups and acquisitions multiply valuations quickly• What it means to operate off the buyer's math• How founders can prepare emotionally for losing the CEO hat• Where the biggest growth opportunities are in the next decade Chapters00:00 Welcome to BizNinja & Meet Nick Bradley01:00 Nick's First Business and Early Entrepreneurial Spark03:30 Transition to Corporate and Discovering Private Equity06:00 Why Founders Fear PE and What They Get Wrong09:00 The Emotional Rollercoaster After Selling Your Business11:30 Prize vs Prey: How Buyers Judge Founders14:00 Price vs Terms: The Rules Most Founders Miss17:30 Preparing 12–36 Months Before an Exit19:30 Roll Ups, Arbitrage & Scaling Through Acquisitions23:00 Culture, Vision & Transferable Value in PE Deals26:00 Big Industry Opportunities on the Horizon27:30 Nick's Move to Dubai & Personal Growth28:30 Where to Connect with Nick & Final Takeaways

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How would you go about making acquisitions to accelerate your growth? Would you buy for revenue, culture fit, or client roster? Would you be willing to fire big clients that are holding your agency back? Most agency owners chase growth by saying "yes" to everything, from new services, new clients, and every new opportunity. Today's featured guest built one of the fastest-growing mobile and digital agencies in the world by narrow focusing, firing bad-fit clients, and mastering the art of strategic acquisitions. Today he'll unpack how his agency evolved from a small mobile startup in Tel Aviv to a global digital powerhouse working with brands like Google, Uber, Samsung, and Microsoft. Gilad Bechar is the CEO and founder of Moburst, a mobile-first marketing and digital transformation agency with offices in Tel Aviv, New York, and San Francisco. Since 2013, Moburst has helped startups and Fortune 500s alike scale their reach through creative, data-driven, and tech-forward strategies. Under Gilad's leadership, the agency has raised capital, acquired multiple specialized firms, and built proprietary technology that keeps them ahead of the curve in AI, mobile UX, and cross-platform performance. In this episode, we'll discuss: The similarities between the mobile boom and the new AI era. Raising capital without losing control. Using acquisitions as a growth strategy. The power of saying no and focusing on fit. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. From A Mobile-First Niche Focus to Global Agency Powerhouse When Moburst launched in 2013, the agency world was flooded with "digital experts" who claimed to understand mobile. Most didn't. Gilad noticed that agencies were simply repurposing desktop experiences for smaller screens without real mobile UX thinking, no data-driven optimization, and definitely no understanding of how users behaved differently on apps. That insight became Moburst's edge. Instead of trying to compete as another full-service digital shop, they doubled down on mobile-first marketing. They mastered app store optimization (ASO), performance tracking, and mobile UX design. That focus helped them land early wins with major clients who were desperate for expertise in a fast-changing environment. As Gilad puts it, "When you show big clients that a critical piece of their marketing is being ignored, and you can fix it, that's your entry point." The AI Parallel: Most Agencies Talk, Few Deliver Gilad sees history repeating itself with AI. Just like the early mobile days, everyone's suddenly an "AI expert." But the difference between hype and real expertise shows up fast in a conversation. He believes the proof lies under the hood. Real experts can answer deep implementation questions: which tools integrate best, how to handle data security, and what AI models perform for specific tasks. Pretenders can't. For agencies, this is a reminder that credibility is earned through insight, not jargon. Clients see through the buzzwords. And the ones who don't will eventually learn when the work doesn't deliver. Raising Capital Without Losing Control Unlike most agency founders, Gilad took venture funding, not once, but three times. But he did it differently. Instead of giving away huge equity chunks, Moburst only diluted small percentages (around 6% each round). The investors came to them after seeing how fast their clients were growing. Without that, his agency wouldn't have its current success in the US market and would probably still be a very local agency in Israel. That capital gave him the means to hire a team in New York and then eventually move there to lead that office. It was the start of many new opportunities for the agency, like building internal tech tools that set them apart. It was also the way his team has stayed ahead of the curve from competitors that are not investing in the future and stay too focused on the right here and now. Furthermore, despite having 11 investors, Moburst kept full control. Only one board seat represents all investors, and it can't override the founders' decisions. According to Gilad, that control is what allowed them to make hard but smart moves, like firing clients and cutting costs in 2017 when growth was strong but profitability wasn't. The Hard Reset That Saved the Agency and Restored Profitability In 2017, Moburst was scaling fast but losing money just as quickly. The agency was adding clients and headcount, but without the right systems to manage profitability. At one point, they were bleeding up to $70,000 a month. So Gilad made the tough call: he cut unprofitable clients, reduced staff, and rebuilt the agency around systems that supported healthy margins. "It was brutal," he admits. "We let go of big, well-known clients we loved working with. But it didn't make sense to keep losing money just to say we worked with them." That painful reset worked. By 2018, the agency was profitable again and positioned for sustainable growth. That reset set the stage for their next evolution: acquisitions. How to Use Acquisitions as a Growth Strategy (Not a Gamble) Moburst's acquisition strategy wasn't about buying revenue or chasing vanity growth. It was about buying capabilities that solved their biggest operational gaps. Their first acquisition was a video production studio they had already worked with for over a year. The partnership was strong, the culture aligned, and the collaboration was smooth. So they brought them in-house in 2019 and the agency's offerings instantly expanded. Then they looked at their next biggest outsourced expense: web and app development. So in 2022, they acquired a dev shop after a successful collaboration period. In total, Moburst has made five acquisitions, each one following a simple rule: test first, integrate later. As Gilad says, "We don't buy to solve problems. We buy what already works and multiply it." When asked about whether or not these brands keep their names after acquisition, Gilad says it all depends on their brand authority. If they do great work and have a solid team but their brand isn't as strong, then it's best to just bring it under the Moburst umbrella. In case they do have a strong brand, then they'll just make sure their website reflects they are part of a larger group. How to Structure an Agency Acquisition Deal the Smart Way For agency owners eyeing their own M&A moves, Gilad shared his preferred deal structure. Each acquisition has four key components: Cash upfront - Rewards founders for their hard work. Equity - Gives them a stake in the larger vision. Dividends - Paid yearly so they benefit from the agency's profits. Performance bonuses - Tied to the profitability of their specific business unit. This structure keeps founders motivated and aligned for years to come, without the traditional burnout that comes from rigid earnouts. Everyone wins when growth is sustainable and collaborative. Why Firing Bad Clients Helps Scale Smarter One of the biggest lessons Gilad takes away from journey is the courage to say no: to clients, deals, or directions that don't fit. Agencies often cling to bad accounts out of fear of losing revenue, but simply put, that's a silent killer. If you're not profitable on a client, you're not just breaking even; you're paying for the privilege of overworking your team. Moburst's growth didn't come from doing more — it came from doing what mattered most. By focusing, pruning, and strategically acquiring, Gilad turned a niche mobile startup into a global digital powerhouse. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH's oversubscribed ICO, Monad's airdrop, Polymarket's confirmed token, and JP Morgan's $34B Base token estimate. Plus Solana's new ETF, Western Union's stablecoin, Circle's controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs. ------

In this episode of Mining Stock Education, host Brian Leni welcomes Nicole Adshead-Bell to discuss the psychology of participants in the junior mining sector. Listen as Nicole shares her insights on the current state of the gold and copper markets, the importance of profit-taking, and the dynamics driving M&A activity. Learn how understanding investor behavior and market cycles can help you make more informed and profitable investment decisions in the mining sector. Nicole Adshead-Bell is the Director of Cupel Advisory. She is a PhD geologist by trade and has worked in the resource sector for more than 25 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member. Notable quote from Dr. Adshead-Bell: " None of us can predict the top or the bottom, but I think behavioral characteristics in bull markets are very, very predictable.  There's been really interesting psychological studies done on this, people get more upset with their broker for selling a winning position too early than they do for holding onto a losing position. And you just think about how irrational that is." 00:00 Introduction 00:27 Insights on Precious Metals 00:45 Market Behavior and Investment Strategies 03:46 The Psychology of Selling and Profit Taking 08:42 Generalist Investors and Market Sentiment 18:29 Mergers and Acquisitions in the Bull Market 24:04 Understanding Incentive Compensation in Mining 25:12 The Aurion and Rupert Resources Deal 28:11 Copper Market Dynamics and Predictions 32:13 Challenges and Opportunities in Mining Companies 36:20 The Importance of Geologists in Mining 39:27 Financing Strategies in the Mining Sector 43:13 Investment Strategies and Time Horizons 45:33 Conclusion and Final Thoughts Nicole's website: https://www.cupeladvisory.com/about Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that's accelerating growth across practices.Key Chapters:00:00 – Intro  03:10 – Ken Grider introduces the advisor lineup and program structure05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients10:14 – Training through IBex (Institute for Business Owner Excellence)12:31 – How Raymond James bridges investment banking and planning14:11 – Addressing big-bank perception vs. Raymond James capabilities14:28 – Ryan Bass: learning the language of business-owner conversations18:27 – Will Deupree: early-stage conversations that create loyalty25:13 – Cody Hilbun: building an 18-person IB-focused advisory team30:11 – Mike Tutcher: growth through Masterclass and golf-course networking38:17 – Ken Grider: going where competition isn't39:29 – Zac Hersman: Americas Group and cross-border opportunities45:06 – Lisa Detanna: culture, client-centric service, and firm leadership50:16 – Inside IBex & Masterclass: demystifying the process01:02:14 – Hosting local business-owner events and strategy summits01:12:18 – Educating business owners creates lasting relationships01:16:08 – Final thoughts: culture, vision, and paying it forwardIf you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

FinPod: The Billion Dollar Question: How Corporations Pay for Massive Acquisitions (M&A Financing)When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It's the central strategic decision that determines a company's risk, flexibility, and future.In this episode of Corporate Finance Explained on FinPod, we break down the complex toolkit used for mega M&A Financing, providing a shortcut to understanding the mechanics behind the biggest headlines.This episode covers:The Basic Building Blocks: The core trade-offs of the three main payment methods: Cash (certainty vs. drained reserves), Stock (saves cash vs. dilution), and Debt (amplifies returns vs. increased leverage).The Advanced Toolkit: Specialized financing methods, including Leveraged Buyouts (LBOs), Bridge Financing for speed, and Syndicated Loans for distributing massive risk across multiple banks (as seen in the Microsoft/Activision deal).Strategy in Action: We analyze the tailored financing mix of major deals: Microsoft's cash and debt strategy to avoid dilution, Disney's stock/cash balance to protect its credit rating, and Amazon's all-cash approach for speed with Whole Foods.The Critical Checkpoints: The toughest challenge, modeling reality. We discuss how analysts value deals using DCF, stress-test synergies, and what happens when optimism fails (Kraft Heinz).The Resilience Framework: Five key strategic questions every CFO must ask to engineer a capital structure that is robust, aligning the financing's term and structure with the assets being acquired.

In this episode we take a look at the new Simplified Acquisitions and the MicroPurchase thresholds. We discuss the changes and impacts this may have on the Department of War and Federal Government. Learn more about The Quill & Sword series of podcasts by visiting our podcast page at https://tjaglcs.army.mil/thequillandsword. The Quill & Sword show includes featured episodes from across the JAGC, plus all episodes from our four separate shows: “Criminal Law Department Presents” (Criminal Law Department), “NSL Unscripted” (National Security Law Department), “The FAR and Beyond” (Contract & Fiscal Law Department) and “Hold My Reg” (Administrative & Civil Law Department). Connect with The Judge Advocate General's Legal Center and School by visiting our website at https://tjaglcs.army.mil/ or on Facebook (tjaglcs), Instagram (tjaglcs), or LinkedIn (school/tjaglcs).

Click to text the show!Connect with Mike:https://www.linkedin.com/in/mavhendzel-74026a38/https://www.youtube.com/@PowerofRealEstatehttps://www.instagram.com/powerofrealestate_?igsh=MW1kdTkwNDI1cHp2MA==Previous episode with Mike: https://podcasts.apple.com/us/podcast/the-source-of-commercial-real-estate/id1651275017?i=1000673828553 Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into several significant shifts in the industry, marked by scientific advancements, regulatory changes, and strategic corporate maneuvers.Starting with a major acquisition, Novartis has strategically purchased Avidity Biosciences, a San Diego-based biotech company specializing in muscular dystrophy treatments, for a striking $12 billion. This substantial investment underscores Novartis's dedication to expanding its neuroscience portfolio. Avidity's innovative RNA-based therapies show great promise for treating neuromuscular diseases, highlighting a broader industry trend where large pharmaceutical companies are investing heavily in late-stage biotech firms to bolster their pipelines with cutting-edge technologies. Such moves are pivotal as they align with the growing emphasis on precision medicine and the development of novel therapeutic options for conditions with limited existing treatments.In other acquisition news, Eli Lilly has expanded its gene therapy portfolio through acquiring Adverum Biotechnologies for up to $262 million. This acquisition is expected to bolster Eli Lilly's position in the gene therapy space, particularly in ophthalmology. Gene therapy offers transformative potential by directly addressing underlying genetic causes of diseases, with Adverum's focus on ophthalmic conditions potentially offering innovative solutions for unmet medical needs in eye-related disorders. The acquisitions by Novartis and Eli Lilly reflect broader trends within the pharmaceutical industry where companies actively seek to diversify their pipelines through mergers and acquisitions. These transactions emphasize strategic incorporation of advanced biotechnologies such as RNA therapeutics and gene therapy into development portfolios aiming to deliver breakthroughs in patient care.On the regulatory front, Bayer has achieved a milestone with the U.S. FDA approval of Lynkuet (elinzanetant), a nonhormonal medication designed to manage menopause symptoms. This approval represents a significant step forward in providing alternative treatment options to a traditionally hormone-reliant segment, emphasizing the industry's shift towards diversifying therapeutic solutions and addressing unmet medical needs. This move highlights continuous efforts to address women's health issues through new pharmacological interventions.Meanwhile, Merck's Winrevair has received an updated FDA label following successful results from the Phase 3 Zenith trial. This label expansion is anticipated to enhance its market position, potentially propelling Winrevair to blockbuster status. These developments highlight the critical role of rigorous clinical trials in validating drug efficacy and safety, which ultimately influence regulatory decisions and market dynamics.BridgeBio has also made headlines with its successful Phase 3 trial for a rare disease candidate. By demonstrating significant improvements in clinical outcomes and biomarkers, BridgeBio is poised to file for FDA approval. This reflects an increasing focus on precision medicine within the industry, particularly in addressing rare and genetic disorders.In diabetes management news, Innovent and Eli Lilly's mazdutide has outperformed Novo Nordisk's semaglutide in a head-to-head study focused on glucose regulation and weight loss. As a GLP-1/glucagon dual receptor agonist, mazdutide offers broader therapeutic effects, showcasing the competitive landscape in metabolic disorders where novel mechanisms are vying for superiority.Regulatory activities remain pivotal, as demonstrated by Syndax receiving a second indication for its leukemia drug Revuforj. Such expansions underscore the importance of ongoing clinical research and regulatory engagement in maximizing a drug's therapeutic reach.NSupport the show

Trader Joe's breaks every rule of modern retail. They don't do e-commerce. They don't do delivery. No sales, coupons, or loyalty programs. They only stock 4,000 SKUs versus 50,000+ at normal supermarkets. Their parking lots are famously terrible and they're constantly out of your favorite items. Shoppers brave long lines and cramped aisles while overly-friendly employees in Hawaiian shirts try to chat them up. Everything about the Trader Joe's experience seems designed to drive modern consumers away. And yet they generate $2,000+ per square foot in sales — double their nearest competitor in Whole Foods and nearly 4x the industry average — and Americans are obsessed with them. How on earth did a company that so steadfastly refuses to participate in the 21st century build the most beloved grocery chain in America?Today we tell the full story: how “Trader” Joe Coulombe started out cloning 7-Elevens in 1960s Los Angeles, pivoted to slinging hard liquor, discovered the enormous market opportunities for California wine and health food before anyone else, and ultimately built perhaps the most counter-positioned business we've ever studied on Acquired by doing almost everything differently than the supermarket-CPG industrial complex. Tune in for a wild voyage on the high seas of grocery retail!Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan PaymentsSentryWorkOSShopifyLinks:Sign up for email updates and vote on future episodes!Worldly Partners' Multi-Decade Trader Joe's StudyBecoming Trader JoeThe Secret Life of GroceriesBuild a Brand Like Trader Joe'sAll episode sourcesCarve Outs:AirPods Pro 3Mario Kart 8More Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Key Chapters0:00 –From concept to execution of Raymond James' advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode, Matt sits down with attorney Vince Nardone, a legal expert who has handled countless dental practice acquisitions. They break down the most common mistakes dentists make when buying a practice and why many of these errors don't surface until it's too late. Vince shares real-world scenarios and key red flags to watch out for, whether you're currently looking to buy a practice or already own one and want to avoid hidden legal and financial traps. Connect with us: • Learn more about 1-on-1 coaching • Get access to TLP Academy • Suscribe to The Lifestyle Practice Podcast • Email Derek at derek@thelifestylepractice.com • Email Matt at matt@thelifestylepractice.com • Email Steve at steve@thelifestylepractice.com

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of pivotal changes and innovations shaping the industry landscape.Let's begin with a significant acquisition that is resonating across the sector. Alkermes has strategically acquired Avadel Pharmaceuticals for a noteworthy $2.1 billion. This acquisition is primarily aimed at Avadel's long-acting narcolepsy drug, Lumryz. This move not only acts as a growth catalyst for Alkermes but also strategically positions the company to potentially advance its own narcolepsy candidate, Alixorexton. This acquisition highlights a broader trend within the industry: a shift towards consolidation and specialization in niche therapeutic areas, reflecting the ongoing strategic maneuvering within the pharmaceutical sector to enhance therapeutic portfolios.In regulatory developments, there is an ongoing discussion around FDA cancer drug policies that's gaining attention. Eli Lilly's Oncology President has highlighted the need for clearer regulatory pathways. The debate revolves around whether to prioritize survival metrics without crossover incentives or encourage U.S. participation through crossover designs. This underscores a tension between maintaining regulatory rigor and offering flexibility in clinical trial design—a balance that impacts how quickly new oncology therapies can reach patients.Turning to international trade, there are significant movements as the Trump administration initiates a probe under Section 301 of the Trade Act of 1974. The aim is to assess if foreign nations are contributing their fair share to drug costs. Such an investigation could lead to tariffs, potentially altering global pharmaceutical trade dynamics and influencing international pricing strategies. Reports suggest that former President Donald Trump is exploring strategies to impose tariffs on U.S. trading partners not adequately compensating for pharmaceuticals, reflecting ongoing tensions regarding international drug pricing.Technology is revolutionizing life sciences commercialization strategies, with AI playing a pivotal role. Despite many organizations not being fully prepared for this digital shift, companies like Real Chemistry are pioneering AI applications to navigate regulatory complexities such as FDA marketing compliance. This digital transformation is set to redefine how pharmaceutical companies engage with patients and healthcare providers, enhancing efficiency and compliance.In legal news, Regeneron has settled a patent dispute with Celltrion over Eylea, allowing for the launch of a biosimilar by the end of 2026. This settlement is part of the growing biosimilars market, which offers cost-effective alternatives to high-priced biologics and enhances patient access to essential therapies.The industry's focus on oncology is further exemplified by Takeda's $1.2 billion upfront payment to Innovent Biologics for cancer assets. This deal includes substantial milestone payments, marking oncology as a key growth area post-Entyvio era and highlighting the high stakes associated with breakthrough cancer therapies. Continuing with significant industry maneuvers, Takeda Pharmaceuticals has announced a potential investment up to $11.4 billion to acquire three antibody-drug conjugates from Innovent Biologics. This deal includes an upfront payment of $1.2 billion and up to $10.2 billion in milestone payments—highlighting Takeda's commitment to expanding its oncology portfolio with innovative therapies that promise enhanced treatment outcomes for cancer patients.Ipsen's acquisition of ImCheck Therapeutics for $1.6 billion further emphasizes this focus on novel cancer treatments. The move includes ImCheck's mid-stage leukemia monoclonal antibody ICT01—an asset aimed at acute myeloid leukemia—indicating Ipsen's strategic push intSupport the show

In this conversation, Perry Sook discusses his journey in the media industry, the importance of local news, and the challenges posed by big tech. He emphasizes the need for strong companies to invest in local journalism and the significance of engaging younger audiences. Sook also highlights the trust that local news holds in communities and the role of personalities in building that trust. The discussion touches on the launch of News Nation and its vision to serve the middle of the country, aiming to provide unbiased news coverage.Answer questions from the end of the show here.TakeawaysPerry Sook's journey in media began in small markets.Local news is crucial for community engagement and democracy.Big tech poses significant challenges to local media.Acquisitions can strengthen local news organizations.Younger generations consume news differently from previous ones.Local journalists build trust by being part of the community.News Nation aims to provide unbiased news coverage.The importance of personalities in local news.Engaging with the community is essential for local news.The future of local news relies on adapting to new platforms.

Roger Barbieri, Harbor Group Consulting, is joined by Jon Gilbert, Alliant Mergers & Acquisitions, to examine the unique risks involved in financing healthcare real estate compared to traditional commercial assets. They explore key challenges including medical professional liability, environmental exposures, and evolving post-COVID regulations, highlighting how comprehensive insurance reviews and active lender involvement can lead to stronger healthcare transactions.

In this episode, we sit down with Mark Sedgley for an incredible conversation on strategic acquisitions and how the smartest players are scaling fast. Mark shares insider perspectives on what's happening behind the scenes, why acquisitions are becoming a major growth lever in the green industry, and how top companies are playing chess while everyone else is playing checkers. We unpack mindset, strategy, and real-world examples that will challenge how you think about growth. Whether you're just starting out or ready to level up, this episode will give you a front-row seat to the power moves shaping the future of the industry. SnowNtell.com (Oct. 27-31)

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and closing thoughtsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Alex Bouaziz is the Co-Founder and CEO @ Deel, the $17BN global payroll juggernaut that just last week announced their latest $300M fundraise led by Ribbit, a16z and Coatue. Deel has been on the most insane journey, they do $1BN+ in ARR, they just had their first $100M revenue month and they have been profitable for over 3 years.  AGENDA: 03:38 Announcing $300M Fundraise at a $17BN Valuation 06:24 Rippling vs Deel: WTF is Going On? Where is the Lawsuit?  14:01 Why 1-1s Are BS and Leaders Should Stop Doing Them 17:31 Do Rich Leaders Make Better Leaders 28:33 Biggest Lesson from Ben Horowitz? Why Most CMOs Are Bad? 34:48 Lessons from Nik @ Revolut and Why Companies Need to Make Their Own Software 42:23 Deel's Acquisition Playbook: Lessons from 13 Acquisitions 45:17 How to Price Acquisitions? How to Align Incentives with Founders? 55:45 Deel is Profitable and Growing Fast: When is the IPO? 01:01:35 Best Acquisition Ever + Worst Ever: What Did We Learn?  

As a sales leader, have you ever felt disconnected from your marketing team? You're not alone. In fact, up to 50% of Chief Sales Officers believe they're going it alone when it comes to driving revenue. But it doesn't have to be this way.                                                      In this episode of the Modern Selling Podcast, I sit down with Dan Lowden, CMO of Blackbird AI, to explore how sales and marketing can truly become a unified go-to-market team. With eight successful startup exits under his belt, Dan shares his proven marketing playbook for creating strategic customer relationships and driving exponential growth. Building Trust Through Face-to-Face Connections Dan emphasizes the critical importance of in-person events for building trust, especially in industries like cybersecurity where the stakes are high. He shares creative ways to maximize event impact without breaking the bank, including: Leveraging venture capitalist connections for cost-effective meeting spaces Sponsoring targeted events alongside larger competitors Featuring customer speakers to gain coveted speaking slots The Marketing Playbook for Startup Success Drawing from his extensive experience, Dan outlines key elements of an effective marketing strategy: Engaging customers to build trust and add value Creating content that showcases detailed problem-solving Participating actively in industry communities Aligning closely with sales to drive qualified leads Fostering Long-Term Customer Relationships Dan reveals his approach to creating lasting partnerships: Ensuring products deliver on promises and improve over time Reacting quickly to support customers during challenges Demonstrating ongoing value to justify renewals and even price increases. For sales and marketing professionals looking to boost collaboration and drive results, this episode offers actionable insights from a seasoned expert. Don't miss Dan's tips on creating a unified go-to-market approach that positions your company for acquisition and long-term success. Key Moments of This Episode 00:00:00 - Marketing's Value to Sales: Bridging the Gap Many CSOs feel marketing isn't providing value, with up to 50% saying they're doing it alone. The key is building trust through regular engagement, providing valuable tools and assets, and demonstrating marketing's direct impact on sales opportunities and customer relationships. 00:06:37 - The Met Kiss: CMO's Secret Romance Novel Dan Loden, CMO of Blackbird AI, reveals he published a romance novel called "The Met Kiss" during COVID as a creative outlet. This unexpected hobby showcases his multifaceted personality beyond his cybersecurity expertise. 00:10:06 - Building Successful Partnerships Between Sales and Marketing Dan emphasizes the importance of a unified go-to-market team. Marketing should actively engage with sales, provide valuable tools, and directly contribute to customer acquisition. Regular communication and demonstrating marketing's impact on sales success are crucial for building trust. 00:15:22 - Leveraging Events and Community Engagement for Marketing Success Dan shares strategies for effective event marketing, even on a limited budget. He highlights the importance of face-to-face interactions, sponsoring targeted events, and leveraging customer speakers for greater credibility and exposure at industry conferences. 00:28:18 - Creative Marketing Strategies: LinkedIn Posting Party Mario shares an innovative "posting party" concept to drive engagement and build community. This low-cost strategy leverages AI tools for content creation and encourages participants to boost each other's posts, demonstrating creative approaches to marketing on a budget. 00:33:29 - The Marketing Playbook for Startup Success Dan discusses his proven marketing playbook, developed over years of experience. It includes strategies for brand building, customer engagement, and creating market momentum. The playbook is adaptable and has contributed to multiple successful startup exits. 00:36:41 - Creating Strategic Customer Relationships Dan emphasizes the importance of delivering consistent value through product performance and customer support. Building trust and demonstrating reliability, especially during challenging times, leads to long-term partnerships and customer loyalty across job changes. About Dan Lowden Dan Lowden is the CMO at Blackbird.AI and leads the company's strategic marketing efforts, including demand generation and brand leadership. He has over 20 years of strategic experience at the executive level. He has served as CMO at cybersecurity firm HUMAN Security (acquired by Goldman Sachs), named one of the TIME100 Most Influential Companies of 2023. Lowden also served as the CMO at Digital Shadows (acquired by Reliaquest) and, before that, CMO at Invincea (acquired by Sophos) and VP of Marketing at vArmour (acquired by Night Dragon). He has held marketing leadership positions at Wayport (acquired by AT&T), IBM ThinkPad (acquired by Lenovo), NEC Technologies, and Sharp Electronics. Lowden holds an MBA in International Business from Rutgers Graduate School of Management and a Bachelor of Science from Rider University. Follow Us On: ·         LinkedIn ·         Twitter ·         YouTube Channel ·         Instagram ·         Facebook Learn More About FlyMSG Features Like: ·         LinkedIn Auto Comment Generator ·         AI Social Media Post Generator ·         Auto Text Expander ·         AI Grammar Checker ·         AI Sales Roleplay and Coaching ·         Paragraph Rewrite with AI ·         Sales Prospecting Training for Individuals ·         FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: ·         As a Chrome Extension ·         As an Edge Extension  

Welcome to episode #1006 of Thinking With Mitch Joel (formerly Six Pixels of Separation). Disruption isn't always loud. It's often quiet, slow and deeply human. That's one of the lessons Scott Anthony has spent his career unpacking. As a leading voice on innovation and the managing partner emeritus at Innosight (the consultancy founded by the late Clayton Christensen), Scott has helped global companies navigate the uncertainty that comes with change. He si currently a Clinical Professor of Strategy at Dartmouth's Tuck School of Business. His latest book, Epic Disruptions – 11 Innovations That Shaped Our Modern World, reframes how we think about progress through stories that stretch from gunpowder to generative AI, showing that real innovation rarely arrives overnight (he's also written eight other books). It compounds through persistence, vision and luck. In this conversation, we explore what disruption really looks like inside organizations: the emotional toll of change, why mergers and acquisitions often fail, and how the next generation of intrapreneurs can learn from past innovators rather than repeat their mistakes. We also talk about the future of business education and how AI is rewriting the way we learn, teach, and measure knowledge (and why the classic case study model still has a role to play if it evolves with the times). Scott's perspective is grounded in humility and curiosity, shaped by years of studying leaders who dared to think differently and systems that resisted transformation. Whether you're navigating the next big pivot, building within a legacy organization, or simply trying to understand how the forces of innovation ripple through industries, this conversation offers a rare mix of strategy and soul. It's not about predicting the next big thing, it's about learning to see the patterns in change itself. Enjoy the conversation… Running time: 54:55. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with Scott Anthony. Disruptions – 11 Innovations That Shaped Our Modern World. Scott's other books on innovation and strategy. Dartmouth's Tuck School of Business. Follow Scott on LinkedIn. Chapters: (00:00) - Introduction to Disruptive Change. (05:03) - Navigating the Use of AI in Learning. (09:32) - The Language of Collaboration with Technology. (10:32) - Reflections on Clayton Christensen's Influence. (14:19) - The Role of Case Studies in Business Education. (18:21) - Understanding Failure in Business Contexts. (20:44) - The Complexities of Mergers and Acquisitions. (23:02) - The Challenges of Change Management. (25:21) - The Future of Work and Collaboration. (27:16) - Defining Disruption and Collaboration. (28:04) - Epic Disruptions: The Selection Process. (29:24) - The Stories Behind Disruptions. (31:01) - Lessons from Julia Child and Disruption. (34:05) - Understanding Stasis in Business. (38:37) - Why Great Companies Fail. (41:20) - The Role of Incumbents in Innovation. (43:18) - The Emergence of Intrapreneurs. (45:12) - Navigating the Great Unfreezing. (47:36) - The Long Game of Technology Adoption. (49:04) - The Four Questions of Disruption.

Skye LaJaunie joins the Blue-Collar Twins to unpack how she moved from salon owner to visionary at LaJaunie's Pest Control, why EOS transformed her leadership, and how the Eagles Nest peer groups are forging courageous, accountable operators. From door-knocking with her family to doubling goals and navigating the next wave of regulation and tech, Skye lays out a clear, people-first path to scale. You'll hear: How Skye shifted from integrator to visionary—and why disciplined meetings changed everything.The origin of Eagles Nest peer groups and the “feedback is a gift” covenant that drives real results.Women in leadership: turning “different” into a superpower and finding mentors across the industry.Daily cadence: 4–5 a.m. starts, meditation, yoga, and staying out of the office to empower leaders.Future lens: drones, smart traps, and why regulation may force evidence-based applications.Growth plan: doubling the business while keeping purpose, clarity, and culture at the core. Show links: From Gym Teachers to Service Leaders: The Julio Twins' Story | Last Bite Mosquito, Viking Pest https://youtu.be/DAYxtzhswxs From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps 00:00 – Cold open: “Entrepreneurs and leaders make the world better—by showing up.” 00:50 – Intros and early story: salon owner → service entrepreneur → pest business partner 02:30 – Counting doors at age 8: the money/operations curiosity that never left 04:10 – “Be better to do better”: mentors, books, and servant leadership 06:45 – EOS enters the chat: L10s, IDS, and hiring a pro implementer 10:55 – Roles evolve: from Jared's integrator to Skye as visionary with an integrator under her 13:40 – Women in pest: why being “different” opened doors and accelerated mentoring 18:50 – Eagles Nest: structure, radical accountability, and measurable growth 26:00 – Purpose over shiny objects: clarity, focus, and saying no to distractions 31:30 – Daily habits: 4–5 a.m. routine, yoga, meditation, task mastery 34:45 – Why grow now: doubling as a way to expand people, capacity, and impact 39:30 – Tech & regulation: smart traps, IPM, and the shift away from calendar apps 42:30 – Acquisitions: two small buys and lessons learned 45:30 – Wrap: staying positive, empowering leaders, and writing “The Writer” book next

In this episode, we're examining the surprising layers of ai integration behind The Hidden Cost of AI Acquisitions. We uncover how these hidden dynamics are altering innovation paths quietly beneath the surface. This discussion peels back the curtain on what AI takeovers mean beyond the headlines.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Founders often talk about an acquisition as the ultimate business goal. But Gwen Whiting knows M&A isn't always the fairytale it's made out to be. Gwen cofounded The Laundress, grew it into a cleaning empire, and sold the company to Unilever for a reported $100 million. But then... the product recall happened. Gwen tells Nicole about the scrappy days of launching and scaling The Laundress without investor capital, and the cautionary tales from the Unilever deal. Gwen talks about how she's approaching her new venture The Fill differently— and why she's not building it to sell. Then, Gwen opens up about her experience as one of the survivors of sexual assault by Dr. Robert Hadden, and what talking with other survivors taught her the power of collective action. Learn more about The Fill Unilever's response to the product recall Gwen's piece about learning her OBGYN was a predator

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter Kit for AdvisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comVisit Angela's website here: https://www.angelawolfvideo.com/Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

What would change if you stopped chasing one off flips and rebuilt a real business that runs without you? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Tiffany High. Tiffany lays out how she left a demanding corporate path to be present for family, stumbled into flipping, then scaled from 40 flips in year one to a virtual operation closing 20 plus deals a month. The turning point was tearing everything down in 90 days and rebuilding with systems, training, and leadership so the company could run without constant firefighting. She explains why newbies should start with wholesaling, how to use licensed inspections plus a GC to scope work, and why leverage and team building beat solo grind. The theme is simple. Real estate is copy and paste when you install infrastructure and remove limiting beliefs. If you are ready to replace hustle with a system, check out the four week Real Estate Business Accelerator and grab a seat at the Columbus workshop. Start implementing one channel, one closer, one scorecard today.   Highlights: 00:00 - 09:59 Origin story and first flips ·        Leaving corporate to support family ·        Discovering flipping and investing in education ·        First 40 flips as a one person show ·        Early mistakes without CRM or lists ·        Why wholesaling should have come first 10:00 - 19:59 From grind to systems ·        Hiring a GC before subs ·        Virtual acquisitions and scope of work flow ·        Inspector plus GC on site together ·        Cosmetic rehabs over gut jobs ·        Median price focus for multiple exits 20:00 - 29:59 Rebuilding the business ·        Year two crash and 90 days reset ·        Installing onboarding training tracking ·        Each closer worth eight deals a month ·        Leadership and removing limiting beliefs ·        Option freedom through leverage 30:00 - 39:59 Marketing and deal flow ·        Diversified channels inbound and outbound ·        Partnering with a realtor team for listings ·        San Diego success case million-dollar month ·        Define success then reverse engineer 40:00 - 49:59 Money and risk management ·        Private lenders and double-digit returns ·        Deals versus business capital ·        Why real estate beats stocks for control ·        Lender package inspections comps photos ·        Only funding deals you would take over 50:00 - 01:00:53 Wholesaling first and next steps ·        What wholesaling is and why to begin there ·        Contract timelines 30 day close 21-day inspection ·        Dispo in under three weeks with buyers list ·        Workshops plus four-week accelerator outline ·        Tactical podcast for ongoing execution   Quotes: “Flipping a house is not a unique thing. It is a copy and paste system.” – Tiffany High “We rebuilt every aspect in less than 90 days and did 300 deals after that.” – Tiffany High “We lock everything up virtually over the phone through an acquisitions process.” – Tiffany High “Success is you define it. Our job is to get you to where you want to go.” – Tiffany High   To contact Tiffany High, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, YouTube, LinkedIn, and Podcast.   Connect with Tiffany High! Website: https://resultsdrivenrei.com/ Instagram: https://www.instagram.com/tiffanyhighofficial/ Facebook: https://www.facebook.com/officialtiffanyhigh  YouTube: http://www.youtube.com/@resultsdriven-rei Podcast: https://www.theresultsdrivenpodcast.com/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #TiffanyHigh #RealEstateInvesting #WholesalingHouses #HouseFlipping #VirtualFlipping #Acquisitions #Dispositions #PrivateLending #RealEstateSystems #KPI #CRM #DealFlow #MarketingChannels #GC #HomeInspection #MindsetShift #Leadership #OptionFreedom #ResultsDriven #ColumbusRealEstate #SanDiegoRealEstate

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How' Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comeXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coachListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Chapters(01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto (01:31) - Big News: Carbon's Acquisition of ER (02:41) - Defining Workflow Revolution in Small Firms (04:35) - Kenji's Journey: From Big Four to Acuity (07:03) - Challenges in Building Advisory Workflows (08:59) - Empowering Teams Through Workflow (17:46) - The Importance of Time Studies (19:14) - Kenji's Hands-On Approach to Workflow (25:16) - The Role of Workflow in Mergers and Acquisitions (28:08) - AI and the Future of Workflow in Accounting (30:39) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Mary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at  https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q 

Join us for a special anniversary episode of Durable Value as we reflect on five years of podcasting and 17 years in business together. Hosts Joe and Ryan share candid insights on personal growth, leadership, and the evolution of their company. From navigating market cycles and scaling a team to the enduring power of friendship and core values, this episode is packed with wisdom for entrepreneurs, investors, and anyone interested in building something that lasts.00:00 – Introduction: 5 Years of Podcasting00:24 – How We've Changed: Personal Growth and Reflection01:52 – Building a Team and Shifting Roles02:31 – The Value of Long-Term Partnership03:08 – Lessons from 55 Acquisitions and Market Cycles03:29 – Navigating Market Downturns and Building Resilience03:55 – Embracing Leadership and Overcoming Imposter Syndrome04:38 – The Spark of Joy in Building a Business05:17 – From Surviving to Scaling: Process and Evolution06:01 – The Importance of Boldness in Business06:37 – The Story of the Podcast Chairs06:57 – The Power of Showing Up and Leadership07:18 – Market Shifts: Secondary Markets and Industry Recognition08:24 – Scaling a Local Strategy to Institutional Level09:03 – What Hasn't Changed: Core Values and Company Purpose09:59 – Improving Buildings, Neighborhoods, and Lives10:46 – The Enduring Friendship Behind the Business11:11 – How Relationships Evolve Over Time11:36 – Looking Ahead: The Next 5 Years of the Podcast12:35 – Staying Reflective and Visionary13:05 – Final Thoughts

Reports from early deer hunts, Crazy news out of Arkansas with it's second alleged fatal bear attack only weeks apart, A pro bass angler got indicted for manslaughter, an elk hunter in British Columbia called in a grizzly by mistake, and Lake accidentally bought 60 acres of hunting land. Check it out! 

Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at  https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q 

A-Dub and AmC discuss EA getting acquired, Game Pass price hikes, and Playstation peddling Franchise Rewards. Tweet Us: x.com/MYCONTROLISSUES | Skeet Us: bsky.app/profile/controlissuespod.bsky.social | CommentQuestionMail Bag: controlissuespod@gmail.com

Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis Hassabis, Dario Amodei — more or less everyone who leads modern AI worked at Google circa 2014. They built the best dedicated AI infrastructure (TPUs!) and deployed AI at massive scale years before anyone else. And yet... the launch of ChatGPT in November 2022 caught them completely flat-footed. How on earth did the greatest business in history wind up playing catch-up to a nonprofit-turned-startup?Today we tell the complete story of Google's 20+ year AI journey: from their first tiny language model in 2001 through the creation Google Brain, the birth of the transformer, the talent exodus to OpenAI (sparked by Elon Musk's fury over Google's DeepMind acquisition), and their current all-hands-on-deck response with Gemini. And oh yeah — a little business called Waymo that went from crazy moonshot idea to doing more rides than Lyft in San Francisco, potentially building another Google-sized business within Google. This is the story of how the world's greatest business faces its greatest test: can they disrupt themselves without losing their $140B annual profit-generating machine in Search?Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan PaymentsSentryWorkOSShopifyAcquired's 10th Anniversary Celebration!When: October 20th, 4:00 PM PTWho: All of you!Where: https://us02web.zoom.us/j/84061500817?pwd=opmlJrbtOAen4YOTGmPlNbrOMLI8oo.1Links:Sign up for email updates and vote on future episodes!Geoff Hinton's 2007 Tech Talk at GoogleOur recent ACQ2 episode with Tobi LutkeWorldly Partners' Multi-Decade Alphabet StudyIn the PlexSupremecyGenius MakersAll episode sourcesCarve Outs:We're hosting the Super Bowl Innovation Summit!F1: The MovieTravelpro suitcasesGlue Guys PodcastSea of StarsStepchange PodcastMore Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Check out an episode from earlier this year with Shane Jackson from Jackson Healthcare.Imagine leading a company that serves over 10 million patients annually while ensuring it remains one of the best places to work.For Shane Jackson, President of Jackson Healthcare, purpose and conscious leadership aren't just ideals, they're at the heart of his business. In this episode, Shane shares how aligning personal values with organizational culture has driven Jackson Healthcare's success.He also dives into his latest book, This is the Thing about Life, Joy, and Owning Your Purpose, which explores finding joy through purpose, starting with a powerful reflection on mortality. Plus, he reveals his strategies for fostering leadership, building a purpose-driven company, and launching philanthropic initiatives like Love Lifts Village and Go Beyond Profit.If you're passionate about integrating purpose into leadership and business, this episode is for you!**If you enjoy this podcast, would you consider leaving a review on Apple Podcasts/iTunes? It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew Jones as Executive Producer, Rithu Jagannath as Lead Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & RajTime Stamps00:00 Introduction and Guest Welcome01:37 Shane Jackson's New Book and Personal Insights05:52 Reflections on Life and Death09:06 Leadership and Organizational Culture20:00 Acquisitions and Business Strategy35:19 Rediscovering Purpose in Healthcare36:54 The Joy of Purpose40:10 Caring for Caregivers42:58 Guiding the Next Generation50:12 Philanthropy and Conscious Capitalism

In this episode, host Dan Sixsmith interviews Marilee Bear the CRO at Gainsight. Marilee reflects on her first year at the helm, discussing the company's impressive growth trajectory, recent strategic acquisitions, and the challenges and opportunities presented by a major leadership transition. Marilee shares actionable strategies for improving net revenue retention, such as leveraging data-driven insights, fostering cross-functional collaboration, and investing in customer education. The conversation also explores the impact of AI on sales processes. Marilee offers candid leadership insights, discussing the importance of transparency, adaptability, and building a culture of continuous learning. She also recounts her career journey, from her early ambitions and formative experiences to the pivotal moments that led her to lead a major SaaS company, offering advice for aspiring leaders in the tech industry.Timestamps:Welcome and Introductions (00:00:01) Dan welcomes Marilee Bear who reflects on her first year at Gainsight, company growth, and recent leadership changes.Company Growth, Acquisitions, and Leadership Transition (00:00:30) Marilee discusses acquisitions, repositioning Gainsight for growth, and the CEO transition from Nick Mehta to Chuck Apathy.Team Structure and Business Unit Model (00:02:04) Explanation of new hires, business unit model, and leadership structure within product and customer success teams.Integrating Customer Success into Revenue Organization (00:03:21) Describes shifting customer success under the revenue team and the industry trend of CS as a revenue driver.Defining Roles and Realigning the Revenue Team (00:05:25) Outlines the jobs-to-be-done exercise, clarifying roles across sales, CS, and other go-to-market functions.Customer Success as a Pipeline Engine (00:06:24) Details how CS now contributes to pipeline generation and the metrics used to measure CSM impact.Net Revenue Retention (NRR) Challenges (00:07:29) Discussion of industry-wide NRR declines and the need for strategic retention and value delivery.Retention Strategies and Multi-threading (00:08:21) Emphasizes proactive retention, business value demonstration, and multi-threading within customer organizations.Competitive Landscape and Expansion Focus (00:12:29) Explains how competition now includes internal build vs. buy, and the importance of expansion within existing customers.Convergence of Sales and Customer Success Roles (00:13:53) Observes the merging responsibilities of CS and sales, with CS teams adopting more sales-like approaches.State of B2B Sales and Impact of AI (00:14:25) Explores ongoing challenges in B2B sales, the impact of generative AI, and the need for business acumen.Reaching C-level Executives and Sales Best Practices (00:17:00) Shares the difficulty of accessing executives, the importance of detective work, and value-driven outreach.Effective Sales Outreach to Executives (00:19:12) Marilee describes what makes sales outreach compelling: offering choices, concise meetings, and understanding executive preferences.Marilee's Career Journey (00:21:31) Covers her early ambitions, work history from restaurants to Oracle, Akamai, Zendesk, and her path to Gainsight.Retention and Customer Success Experience (00:25:54) Highlights her experience with retention at Akamai, building CS teams, and her initial exposure to Gainsight.Key Career Lessons and Leadership Growth (00:28:54) Shares lessons on authenticity, operational rigor, and the importance of direct feedback and self-improvement.Leadership Philosophy and Team Management (00:33:58) Discusses leading diverse teams, empathy, balancing encouragement with accountability, and fostering a feedback culture.Definition of Success (00:36:00) Marilee defines success as delivering the best outcomes for customers, company, and self, in that order.Closing Remarks (00:36:43) Dan thanks Marilee, wraps up the episode, and previews future collaborations.

As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? SHOW: 964SHOW TRANSCRIPT: The Cloudcast #964 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Clouded Judgement (Jamin Bell)100 Biggest SaaS CompaniesCOULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?Do the hyperscalers start moving from primitive providers to bundlers?Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Zeta Global's CTO, Chris Monberg talks about building AI that helps brands grow with repeatable, scalable programs without losing the spark that makes a brand feel human. Zeta's promise is simple to say and hard to do. Help marketers deliver better results with less waste by pairing strong data, clear identity, and practical AI inside the Zeta Marketing Platform. What stood out first was Chris's view of design as a contact sport. He hires builders who live in the work, and he still enjoys rolling up his sleeves himself. That mindset shows up in how Zeta approaches AI for marketing. Rather than shouting for the next click, he wants systems that perceive intent and context. He described an early lesson from retail floors in Seattle. The best experience came from people who noticed a customer's posture and pace before speaking.  Empathetic design translates that awareness into algorithms that understand latent signals and respond with care, not noise. We also dug into a tension many leaders feel. Automation is exciting, but nobody wants generic content. Chris answered with a practical frame. Give marketers a way to create a personal “super agent” that learns from their choices, their brand voice, and the paths they take through the platform. Offload the repetitive chores, keep creative control, and grow pride of ownership. That pride matters because it breeds adoption. When teams feel the system reflects them, they keep using it and keep improving it. Another thread was trust. In Chris's words, the market still underestimates what these tools can do, partly because users are unsure where the value comes from. Zeta is leaning into transparency so teams can see how decisions are made and how results tie back to their inputs. Data and identity are the moat, but privacy and compliance are the foundation. He was candid about the weekly grind of meeting new regulatory needs region by region. That operational discipline shapes how Zeta decides to build, buy, or partner. Acquisitions must make sense on day one and integrate fast, with people as the primary asset. Chris also spoke directly to younger builders who feel stuck. There are no shortcuts. The only way through is work, curiosity, and a willingness to learn in public. He sees small teams pushing new protocols and patterns forward, and he wants more marketers and technologists to join that frontier with clear eyes and a bias for doing. We closed on culture. Zeta Live in New York brings sports and tech onto the same stage, and there is a reason. When the wider world pays attention, ideas travel further. If you care about marketing that respects customers and still moves the needle, this episode will give you a practical blueprint. It is about AI that makes room for people, systems that earn trust, and a product leader who still enjoys getting a little grease under his nails.

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your practice to build enterprise value31:40 – The role of AI in practice management34:17 – Balancing high-tech with high-touch in client relationships40:23 – Breaking the status quo to unlock potentialResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com  Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com  Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com  JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com  Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson  Visit Pareto Systems: https://www.paretosystems.com  Download Duncan's AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/  Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners   

Jeff Berlin is the Founder and President of Bridge Industries & Chairman and CEO of TransTech Energy. Jeff's journey spans from his early days at Parker Hannifin to helping grow Hawk Corporation from a $20 million single-plant business into a $200 million global operation, and ultimately to founding his own company, Bridge — an industrial holding company anchored by TransTech — that has quietly scaled into a multi-hundred-million-dollar enterprise based in Chagrin Falls.In our conversation, we cover Jeff's conviction in the importance of American manufacturing and how it shaped his career-long commitment to building enduring businesses; the creation of Bridge Industries and his intentional choice of a permanent holding-company model over traditional private equity; the more than 25-fold scaling of TransTech into a diversified industrial platform with over 700 employees, up from just 35 a decade earlier; and the lessons learned along the way — the resilience and philosophy that guide him, how to weather downturns, usefulness as a true measure of value and success, culture across companies, and much more.00:00:00 - The Roots of American Manufacturing Belief 00:07:35 - Formative Experiences in Leadership 00:09:00 - Transformational Growth at Hawk 00:11:55 - Resilience in Business 00:13:10 - The Birth of Bridge 00:14:14 - Understanding Industrial Holding Companies 00:16:25 - Differentiation from Traditional Private Equity 00:19:00 - The Journey of Bridge 00:20:47 - Strategic Growth and Acquisitions 00:27:31 - Managing Geographic Expansion 00:30:01 - Introducing TransTech 00:31:28 - Building Infrastructure for Energy Solutions 00:35:59 - Strategic Growth and Acquisition Insights 00:38:10 - The Importance of Vertical Integration 00:42:51 - Cultural Dynamics in Business Integration 00:43:43 - The State of American Manufacturing 00:46:30 - Defining Success and Value Creation 00:48:10 - Future Ambitions for Bridge and TransTech 00:49:40 - Mentorship and Leadership Evolution 00:51:22 - Understanding the Nature of Industrial Work 00:54:40 - The Role of Infrastructure in Daily Life 00:55:56 - Excitement for Future Challenges 00:58:07 - Investing in Financial and IT Infrastructure 00:59:52 - Automation and Its Implications 01:01:53 - Guiding Wisdom and Philosophy 01:02:51 - Renewable Natural Gas and Environmental Impact 01:05:51 - Hidden Gem-----LINKS:https://www.linkedin.com/in/jeff-berlin-9b156a12/https://bridgeind.com/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

If you're thinking about selling your online business, there's one part of the process that can make or break your deal: due diligence. Many sellers underestimate how important it is, and how much control they actually have over the process. In this week's podcast episode, Greg sits down with Ahmed Raza, founder of Rapid Diligence, to unpack the realities of due diligence and how sellers can prepare to maximize their exit. Ahmed starts by breaking down what due diligence really is and the steps sellers should take long before they go to market. He explains which diligence requests sellers can push back on, and the most common due diligence myths and misconceptions. Ahmed shares how buyer habits have evolved over the past few years and how, in some cases, due diligence can actually help sellers negotiate a higher sale price. We also dive into due diligence success rates, negotiation strategies when diligence turns tricky, and the typical timeline sellers should expect as their business works its way through the due diligence process. If you're planning an exit, this episode will help you avoid costly surprises, protect your leverage, and position your business for a smoother, more profitable sale. Topics Discussed in this episode: What is due diligence, and how sellers should prepare for it (03:53) How due diligence changes over different business models (11:16) Analyzing key man risk and team diligence (17:33) Due diligence requests that sellers can push back on (26:14) Biggest due diligence myths and misconceptions (29:17) How buyer habits have changed over the last few years (34:26) When due diligence can help you sell your business for more  (39:08) Due diligence success rates (41:50) How to negotiate better deals and work around due diligence issues (46:07) How long the due diligence process takes on average (49:21) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our newsletter Rapid Diligence Sit back, grab a coffee, and get the insider's perspective on what really happens during due diligence.  

Dusten Hendricksen is the founder and CEO of Mailbox Money Real Estate. Dusten turned his path from roofing and development into a mission-driven company focused on affordable, wellness inspired multifamily housing. You'll hear how Dusten sources deals, structures syndications, elevates tenant satisfaction through thoughtful design, and gives back to his community. Connect with Dusten: https://mailboxmoneyre.com  Highlights: 02:15 — Why Hold Multifamily 06:20 — Pivot To Ground-Up 06:50 — Premium Workforce Model 07:15 — $200k vs. $150k Units 09:05 — Amenities Rarely Used 13:00 — Local Banks Over Agency 18:15 — Raising Capital Got Harder 19:20 — Dev Risk vs. Acquisitions 25:10 — Biggest Risk: Demand 29:10 — AI For Communication   Quote: “We're not building cheap housing, we're building beautiful, attainable communities that people can actually afford to live in.”   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

天高皇帝远 "Heaven Is Vast & the Emperor is Far Away" On the far side of the realm from th celestial halls of shining Beijing, an outcast girl born on the fringes of society will scrabble to survive amidt the coastal chaos of the end of the 18th Century. With little more than her looks and wits, she'll have to outwit & outplay freebooter, bandit, and official alike if she is ever going to rise above her station on the boats of Guangdong harbor. Time Period Covered: ca. 1775-1807 CE Major Historical Figures: Zheng Yi Sao/Ching Shih (née Shi Yang), Pirate Queen of the Red Flag Fleet [1775-1844] Captain Zheng Yi, Fleet Commander of the Red Flag Fleet [1765-1807] Zhang Baozai (Cheung Po Tsai), "The Kid" [1783-1822] Major Sources Cited: Andrade, Tonio. The Gunpowder Age: China, Military Innovation, and the Rise of the West in World History. Antony, Robert J. Like Froth Floating on the Sea: The World of Pirates and Seafarers in Late Imperial South China. Mann Jones, Susan and Philip A. Kuhn. "The Ch'ing Government and Its Problems, 1800–1812” in The Cambridge History of China, Volume 10, Part 1: Late Ch'ing, 1800–1911. Murray, Dian. Pirates of the South China Coast. Rawski, Evelyn. Education and Popular Literacy in Ch'ing China. Learn more about your ad choices. Visit megaphone.fm/adchoices