Podcasts about acquisitions

Why has Acquired — seemingly against all odds — “worked”? It's a puzzling question: episodes are four hours long, they come out infrequently, and they usually don't have guests or video. Hardly the standard-issue playbook for podcasting success! And yet well over a million smart, curious and exceedingly busy humans share their (your!) valuable time with us every month. Why? This is the exact paradox that has been rolling around in the head of Michael Lewis (yes, that Michael Lewis) since he found the show earlier this year.So we asked Michael to be our guest "interlocutor" and share what he thinks is going on here, while we share ten lessons we've stolen (graciously) from companies we've studied and brought into Acquired itself. He takes us through the entire Acquired journey: how we started, why we've never hired anyone or raised money, how we pick episodes, what our business model actually is, why we focus on quality and enjoyment over maximizing enterprise value, and ultimately why we're all — you, him, us — kindred spirits together. Oh, and just for fun, we recorded this episode where another special journey began — the garage where Google was founded.Thank you for an incredible decade together… here's to the next one!Thank-yous:First, to Google for loaning us the garage. The sawhorse table desk, PC and CRT monitor on display in the background were all Google originals courtesy of the Google Founders Collection at the Computer History Museum. So cool!Second, to our friends at Shep Films for helping us seriously up our game on production quality this episode!Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan Payments (you can watch our full show with them at AWS re:Invent here!)WorkOSSentryShopifyOur Favorite Michael Lewis Books:Home GameMoneyballLiar's PokerThe Blind SideThe Undoing Project (as referenced by Michael in the beginning, about Daniel Kahneman and Amos Tversky)Carve Outs:Books: The Name of the Wind by Patrick RothfussScience, the Endless Frontier by Vannevar BushLast Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase by Duff McDonaldThe Art of Spending Money by Morgan HouselEmperors of Chocolate by Joel Glenn BrennerMorris Chang's AutobiographyPodcasts: Against the RulesRevisionist HistorySmartLessThe DailyThe Bill Simmons PodcastGraham Duncan on Invest Like the BestGlue GuysVideo: Jay KellyThe RehearsalDoug DeMuroTiresF1 The MovieAndorFalloutSeveranceSiloVideo Games: Sea of StarsKirby and the Forgotten LandProducts: ARTEZA Rollerball Pen 0.7mm FineRotring 800 Mechanical PencilFujifilm X100VIUniqlo Socks!On Running ShoesRimowa LuggageParenting: Guided Access on iPadToy StorySlumberPodBluey Experience in NYCMore 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.

Show highlights include:-Why client experience and technology will be the primary differentiators for advisors in 2026.-What a true CRM “health check” looks like and why clean data is the foundation of everything.-How workflow automation and AI note-takers are reducing friction and reclaiming advisor time.-The tradeoffs between all-in-one platforms and best-of-breed technology stacks.-Why personalization at scale is becoming essential for modern advisory firms.-How firms should think about cybersecurity, compliance, and regulatory readiness.-The metrics and insights advisors should be tracking to better understand growth, profitability, and client value.Brian and Sue make one thing clear: firms that treat technology as a strategic asset - not just a collection of tools - will be best positioned to grow, compete, and serve clients more effectively in 2026 and beyond.Download our whitepaper here:https://jedidatabasesolutions.com/resources/Articles discussed today include:https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.htmlhttps://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873Learn more about our companies and resources:-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 | Technology Solutions for Advisors:https://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/

In this episode of the FT Adviser podcast, senior features reporter Chloe Cheung chats to Mark Spiers, managing partner at Ocorian, and Donald Reid, co-founder of Solve Partners, about the Financial Conduct Authority's findings in its latest consolidation review, where culture was high up on the agenda. Hosted on Acast. See acast.com/privacy for more information.

Singapore shares rose today, tracking gains seen across Asian markets. The Straits Times Index was up 1.26% at 4,577.92 points at 1.15pm Singapore time, with a value turnover of S$816.74M seen in the broader market. In terms of counters to watch for today, we have CDL, UOL, and GuocoLand, after DBS Research took a bullish stance on Singapore property counters, initiating a sector-wide lift in its target prices for developers including CDL, UOL and GuocoLand. Elsewhere from how earnings from chip titan Broadcom failed to meet investors’ lofty expectations, to higher than expected initial jobless claims numbers out of the US, more corporate and international headlines remained in focus. Also on deck, how Lululemon Athletica said its CEO Calvin McDonald was leaving the company without a replacement. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.See omnystudio.com/listener for privacy information.

Together, they explore practical decision points advisors should consider:• The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration• When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based• Why some RIAs are now “breaking away again” and rolling into larger platforms or supported-independence models• The emotional and operational realities of dropping a Series 7, and how that can change your flexibility with media, branding, and marketingChuck also opens up about Sovereign's “three doors” approach - including “Sovereign as a Service” - and how advisors can use incubation-style models to learn the RIA world before fully standing up their own firm. Frank underscores a central theme: there's no universally “right” answer, only informed vs. uninformed decisions.Resources:Chuck's LinkedIn: www.linkedin.com/in/charlesfailla  Chuck's Websites: www.sovereignadvisorsolutions.com | www.goria.com  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

Brianna K Hunter transformed her life through courage, mentorship, and strategic investing, revealing an inspiring path toward personal freedom and long-term success. This one's for anyone willing to take bold action.See full article: https://www.unitedstatesrealestateinvestor.com/creating-your-path-to-rising-toward-a-bigger-life-with-brianna-k-hunter/(00:00) - Welcome Back to The REI Agent with Guest Brianna K. Hunter(00:09) - Warm Weather Banter and San Diego Backdrop(00:24) - Brianna Shares Her Current Focus in Multifamily Investing(00:47) - How Brianna Entered Real Estate and Bought Her First Property in College(03:03) - Growing Up in Connecticut and Early Success as an Agent(03:26) - House Hack Beginnings and Using FHA to Buy a Duplex(04:10) - Hands On Renovations and Learning Construction Skills(05:00) - Cash Flowing as a College Student During the COVID Market Shift(06:45) - Mindset, Risk, and Listening to Mentors Instead of Naysayers(07:43) - Appreciation of Duplex Cash Flow and Challenges of Today's Rates(08:16) - Dropping Out of College to Pursue Real Estate Full Time(09:36) - Transition from Neurobiology to Psychology and Human Development(10:02) - Mattias and Brianna Discuss College Value and ROI(11:06) - Education, Drive, and Why Degrees Don't Guarantee Success(12:38) - Scaling as an Agent and Working with Investors(13:54) - Outgrowing Connecticut and Preparing for the Next Big Life Move(15:12) - Brianna's Grandmother Inspires a Cross Country Leap to San Diego(16:21) - Moving to California with No Job and Starting Over Completely(16:31) - Selling Her First Investment Property and Leveraging the Equity(17:19) - Apartment Hunting Without a Job and Signs of Alignment(18:06) - Day One Hustle: Printing Resumes and Knocking Doors in San Diego(19:11) - Landing a Restaurant Job and Transitioning into an Investment Company(20:45) - Learning Fix and Flip, Acquisitions, and Leadership From Mentors(21:05) - Jumping Into Multifamily Syndication and Working for Herself(21:58) - Syndicating Across Multiple States and Market Differences(22:06) - Value Add Investing and Stabilizing Properties in Three to Five Years(23:00) - The Long Term Equity Play in High Value Markets Like San Diego(23:33) - Brianna's Role in Raising Capital and Managing Investor Relations(24:24) - Becoming a General Partner and Vetting Opportunities for Investors(24:46) - The Alignment Between Agents and Syndications Explained(26:37) - Mattias' Personal Example of Depreciation and Syndication Returns(28:19) - Compounding Wealth, Bonus Depreciation, and Using a Self Directed IRA(30:02) - Cap Rates, Forced Equity, and How Operators Add Value(31:17) - Market Risks, Bridge Loans, and Why Understanding the Deal Matters(33:50) - Accredited vs Sophisticated Investors and Understanding Risk(35:38) - Golden Nugget: Lean on Mentors and Ask Questions Relentlessly(36:23) - The Importance of Your Circle and Surrounding Yourself With the Right People(37:30) - Current Reads: Free a Lot of Power and Personal Growth(38:14) - Where Listeners Can Connect With Brianna Online(39:15) - Closing Thanks and Final Messages From Mattias and EricaContact Brianna K. Hunterhttps://www.facebook.com/briannaKhunter/https://www.instagram.com/briannakayh/https://www.linkedin.com/in/brianna-kay-hunter-598b71380/https://www.tiktok.com/@briannakayh https://www.zillow.com/profile/Brianna%20K%20HunterThank you for joining us today. Brianna's journey proves that your next level begins the moment you choose courage over comfort and take action toward the life you want. For more powerful stories and tools to grow your future, visit https://reiagent.com

In this episode, Shakil Prasla details his riveting journey from scraping together personal loans to make his first big bet, to seeing multi-million-dollar failures and ultimate success. Shakil Prasla candidly discusses his transition from e-commerce to acquiring over 30 businesses, managing a diverse portfolio of gas stations, convenience stores, and real estate. Learn how he built a system around optimizing efficiency, minimizing risk, and the importance of finding the right people for the right roles. This insightful conversation also touches on overcoming massive financial setbacks, the emotional toll of failure, and the importance of family and mental health. Discover the strategies that led to Shakil Prasla's recovery and ultimate success, as well as how he finds meaning and excitement in his entrepreneurial pursuits.   00:00 The Big Bet: From $200 to $10 Million 00:13 The Rise and Fall of a Glove Empire 00:54 Luxury Cars and Lifestyle 01:15 From Poverty to Prosperity: Shakil Prasla's Journey 02:33 Building a Business Empire 03:56 Secrets to Managing Multiple Businesses 05:57 The Real Estate Strategy 07:36 E-commerce Success Stories 10:56 The Challenge Coin Success 30:22 The Gloves Gamble: A Cautionary Tale 45:30 Cashflow Issues and Acquisitions 46:44 Overcoming Setbacks and Staying Positive 49:27 The Drive for Relevance and Success 51:32 Evaluating Goals and Motivations 53:50 Lessons from Failures and Successes 56:08 The Importance of Time and Freedom 57:32 Strategies for Buying Businesses 01:03:34 The Role of People in Business Success 01:09:00 Maintaining and Growing Businesses 01:14:56 Finding Meaning Beyond Financial Success 01:19:38 Reflections and Future Plans    

He’s bought over 15 digital businesses—and learned some lessons the hard way. In this episode of the BOB Podcast, Jaryd Krause sits down with Yury Byalik, a seasoned growth marketer, acquisitions strategist, and digital-business investor who has spent over 15 years building, buying, and scaling profitable online companies. Currently serving as Head of Strategy & Acquisitions at Onfolio Holdings, Yury has mastered the art of spotting opportunities, structuring deals, and growing digital businesses into high-performing assets. But here’s the thing: acquisitions aren’t as simple as signing papers. Mistakes happen—and they can cost you time, money, and growth. Yury shares exactly what to avoid and what strategies actually work. In this episode, you’ll learn:

In this episode of Elevated Access, Chad Hughes is joined by IRWA President Koby Godwin for a deep dive into his journey through the International Right of Way Association and the path that led him to his top leadership role. Koby's career began in urban and regional planning with the Alberta government, then evolved into a passion for the right-of-way industry, association involvement, and professional development. Chad and Koby discuss his early exposure to IRWA meetings, the value of education, mentorship, and building long-term relationships across the profession.Koby shares the personal and professional barriers he faced along the way, including overcoming a fear of public speaking, managing growing leadership responsibilities, and finding work-life balance while navigating career transitions. He reflects on the impact of volunteer service and how IRWA provided opportunities to stretch his skills beyond his day job in land acquisition, surplus property disposition, and infrastructure planning. Chad finds that Koby's insights offer practical takeaways for right-of-way professionals and those looking to enter the profession.Koby discusses his future top priorities as IRWA President, including strengthening mentorship programs, expanding industry partnerships, and elevating recognition of the SR/WA designation across North America. With IRWA membership growing and new education initiatives underway, he shares why now is a pivotal time for professionals to get involved and make the most of the association. This episode is packed with valuable perspective and actionable advice for those in the right-of-way profession or anyone wanting a behind-the-scenes look at how the IRWA operates.“The way we work has changed. With people remote and disconnected, mentorship is harder. But that makes it even more important.” - Koby GodwinAbout Koby Godwin:Koby Godwin is the current International President of the International Right of Way Association, stepping into the role in June of 2025. The IRWA is a global, member-led organization of dedicated professionals within the right of way industry. The IRWA's purpose has always been to improve people's quality of life through infrastructure development. They provide invaluable connections and education through its network of over 8000 members across 15 countries. One of the main goals for his tenure as President is to increase awareness of the IRWA, it's educational programs and improving member benefits.He has been a member of the IRWA for 18 years and has been a part of leadership is his local chapter, region as well as being a conference co-chair for the 2018 conference in Edmonton. He decided to become more involved in leadership once he realized the global experience he could gain by becoming more involved in the association. Koby Godwin has worked with Alberta Infrastructure for 19 years, starting as a Land Planning Technologist before moving into his current positions as a Property Agent with Acquisitions, Sales and Development disposing of surplus government land. In his position he has dealt with sale of small parcels of land to local landowners, to multimillion dollar dispositions to large corporations. In the due diligence of surplus parcels, he works with various other government departments and reviews all aspects of the sale, including environment site assessments, appraisals, historical land use, encumbrances, easements as well as any other items that may relate to land use and rights. Prior to his time in Government, he worked as a drafting technologist doing land planning and engineering design for various engineering companies. He was born and raised in the Edmonton area and has been married to his wife for almost 25 years and they have two children attending the University of Alberta. He graduated from the Urban and Regional Planning Drafting Technology program at NAIT in 1996. Outside of work and the IRWA he enjoys sketching, game design and playing board games, as well as playing hockey, curling and axe throwing.---Chad Hughes | CEO, Entrepreneurial Leader, Author: website |linkedinKoby Godwin |IRWA President: website | linkedin__ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Latinx Business Podcast Show, host Randy Gomez welcomes Claudia Luquerna from VR Business Sales & Acquisitions. Claudia shares her journey from Colombia to the United States, where she built a successful career in business sales and mergers. The conversation delves into the strategies that propelled VR Business Sales to rapid growth, emphasizing the importance of structured deal-making, strategic target selection, and efficient team building. Claudia also discusses the emotional challenges business owners face when selling their companies, likening it to letting go of a cherished child. The episode highlights the significance of cultural understanding in international business dealings and offers valuable insights for aspiring entrepreneurs, particularly young Latinas, encouraging them to be confident, well-prepared, and resilient in their pursuits.#BusinessGrowth #LatinxEntrepreneurs #MergersAndAquisitions #GlobalBusiness #EntrepreneurshipJournet #BusinessSuccess #Business Strategy Claudia's Social Media:Facebook: VR Business Brokers Global Headquartershttps://vrbizworld.com/Randy's Social MediaInstagram: @randygmz.mbaFacebook: Randy Gomez Mba EALinkedIn: Randy Gòmez, MBA, EA

Lithium-ion batteries are powering our daily lives, from phones to e-bikes to electric cars, but they also bring a silent risk most workplaces aren't prepared for. Many don't know that traditional firefighting techniques often make these fires worse, and without public awareness, communities remain exposed to catastrophic incidents. EHS International is a leading provider of Environmental, Health and Safety services in Ireland, with offices in Cork, Dublin and Belfast) has said many Irish businesses are now scrambling on this, with training on fires related to Lithium-ion batteries increasing 10% in the past year. Derry Cronin the Business Development Director of EHS International also flagged that many do not have policies in place on the issue.I recently caught up with Derry to learn more about this. Derry spoke to me about his background, battery disposal, e-scooters and moreMore about EHS International:EHS International provide their clients nationally and internationally with the broadest range of Environmental, Health and Safety (EHS) services available on the market today. These include comprehensive EHS Services Delivery and EHS and Safety related Projects. As well as EHS related Acquisitions and Investment and EHS Technology solutions divisions. These are all led by experts in their respective fields. 

In this episode, Ryan Deiss shares his insights on the impact of AI on business and marketing. He discusses the uncertainty surrounding the future, the shift in consumer behavior towards AI-driven results, and the steps his companies are taking to adapt. Ryan elaborates on the strategic pivot at Digital Marketer, transitioning from traditional training to leveraging AI tools trained on proprietary IP. He also provides practical advice on how businesses can audit and implement AI to improve efficiency and drive growth. Whether you're an entrepreneur, marketer, or business owner, this episode is a must-watch to understand the transformative potential of AI in today's market. 00:00 Uncertainty in the Age of AI 00:38 Exploring Ryan Deiss' Marketing Empire 01:25 Navigating Market Conditions and Deal Strategies 05:19 Reviving Businesses: The Process 12:08 The Role of AI in Business Optimization 19:32 AI's Impact on the Information and Coaching Industry 25:59 AI Integration in Business Operations 32:35 Future of Work: AI and Human Roles 36:40 AI's Influence on Business Valuations 39:21 Implementing AI in Portfolio Companies 41:36 AI Integration in the Workplace 42:26 Challenges and Fears of AI Adoption 43:23 AI as a Competitive Advantage 43:59 AI in Marketing and Acquisitions 44:45 The Future of AI in Business 48:26 Implementing AI for Efficiency 55:55 The Rise of AI Agents 01:03:50 AI's Impact on Employment and Economy 01:08:05 Digital Marketer's AI Pivot 01:17:47 Final Thoughts and Reflections

Show highlights include:-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.-How advisors are using automation to reclaim time and improve meeting quality.-Why organic growth is becoming a top priority for billion-dollar RIAs.-The true indicators that it's time to outgrow an entry-level CRM.-How disconnected systems create hidden cost drains inside every firm.-Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors.-The KPIs most advisors aren't tracking - but should.Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the entire business - the system where data, insights, efficiency, and client experience all come together.Download our whitepaper here: https://jedidatabasesolutions.com/resources/ Articles discussed today include:  https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html?https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873?Learn more about our companies and resources:-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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

In this episode James covers the latest market and economic news, breaks down a LinkedIn discussion he had about the S&P 500, and explains why waiting is sometimes the best move for investors. He also revisits his stock pick on Warner Brothers Discovery and how Netflix is set to acquire them and what that means for investors. #investing #marketnews #15minutesoffinance #economy #S&P500All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Bending Spoons is the acquisition machine of the tech world. They have acquired the likes of Evernote, Vimeo, Eventbrite, Streamyard and more. However, they never open their gates to the secrets behind Evernote's product machine. Today that changes with Federico Simionato joining 20Product. Fede has been a Product Lead at Bending Spoons for 8 years where he has led product teams at Evernote, WeTransfer and more.   AGENDA: 03:02 From Dentist Games to $11BN Bending Spoons 04:54 Advice for Aspiring Product Managers 05:38 Building a Coveted Brand at Bending Spoons 07:43 Evaluating and Testing New Product Ideas 13:35 How Evernote has Mastered User Retention 25:24 The Impact of AI on Product Design and Prototyping 31:19 How Bending Spoons Does Product Launches and Lessons Learned 33:27 How Every Product Team Should Do Monthly Updates to Users 36:38 Recording and Transparency in Updates 38:06 Lessons from Failed Product Launches 45:14 Structuring Teams and Acquisitions 47:12 Monetization Strategies and Push Notifications 57:21 Quick Fire Round: Insights and Reflections  

Most companies still rely on dashboards to understand their data, even though AI now offers new ways to ask questions and explore information. Barry McCardel, CEO of Hex and former engineer at Palantir, joins a16z General Partner Sarah Wang to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. Barry also explains how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, and he reflects on his post about getting rid of their AI product team and the process behind Hex's funny launch videos.Timecodes: 0:00 – The problem with dashboards1:20 – The evolution of data teams and AI's role2:05 – Democratizing data: challenges and opportunities3:45 – The rise of agentive workflows9:48 – Threads and the changing UI of data analysis13:16 – Building AI agents: lessons from the notebook agent16:12 – Model capabilities and the future of AI in data19:10 – The importance of context and trust in data analysis24:34 – Semantic models and context engineering29:27 – Data team roles in the age of AI31:52 – Accuracy, trust, and evaluating AI systems37:43 – Building Hex: embracing AI as core, not an add-on48:48 – Pricing, value capture, and the future of SaaS55:55 – The modern data stack and industry consolidation1:04:26 – Acquisitions and owning the data insight layer1:06:46 – Lessons from Palantir: forward-deployed engineering1:13:11 – Commitment engineering and customer collaboration1:17:25 – Brand, launch videos, and having fun in SaaSResources:Follow Barry McCardel on X:  https://x.com/barraldFollow Sarah Wang on X: https://x.com/sarahdingwang Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn:https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures.  Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank and Jon unpack:• Why today's competitive landscape means growth-motivated buyers must approach deals differently.• The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success.• How leverage, bank financing, and EBITDA-based lending really work in practice.• Why “fixer-upper” books may offer the strongest ROI.• How elite buyers win deals by understanding the emotional side of selling a practice.• The art of creating a safe landing place for sellers, their teams, and their clients.• Why phased buyouts and seller glide paths often create better retention and better economics for everyone.Jon also shares numbers, structures, and stories that demystify the math behind buying a practice - and the mindset required to scale from practitioner to true enterprise builder.If you're a buyer, seller, or advisor considering M&A in any form, this episode is a blueprint you can't afford to miss.Resources:Jon Kuttin's LinkedIn: www.linkedin.com/in/jonathankuttin  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

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/Want to invest like the pros? In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder sit down with Brad Bell, VP of Acquisitions at Roofstock, to unpack how large institutional investors choose markets, analyze deals, manage properties at scale, and adapt to changing economic cycles. Brad shares his own journey into investing, the differences between “mom & pop” investors and billion-dollar funds, the real reasons build-to-rent exploded, what metrics institutions use to select markets, and his personal top picks for long-term growth.He also explains how Roofstock's platform simplifies property management, data analysis, and acquisition for investors of all sizes. If you want to invest smarter, reduce risk, and understand how the world's largest investors allocate capital, this is the episode for you.

Jerry Schill is the founder and CEO of Schill Grounds Management — a company he launched in 1993 with his brother after a chance summer job revealed a passion for landscaping. What began as a two-person side hustle has grown into a large-scale commercial grounds management company, now one of the fastest-growing platforms in the industry.In 2020, Jerry began a bold new chapter—scaling Schill Grounds Management through strategic acquisitions alongside organic growth. Under his leadership, the company has completed more than 16 acquisitions and now operates across six states and Ontario, Canada. With a growing family of nine brands and more than 1,400 team members, Schill Grounds Management is recognized as a national leader built on consistency, performance, and a people-first culture — and Jerry is still very much in building mode.Beyond the business, Jerry is an active contributor to several industry associations, including the National Association of Landscape Professionals, the Accredited Snow Contractors Association, and the Ohio Landscape Association. He also founded Holiday Feast — an annual charitable tradition that has served thousands of free meals to families in need throughout the Cleveland community.Throughout our awesome conversation, Jerry reflects on entrepreneurship, drive, discipline, humility, ambition, what it means to build something that lasts, and lots more.00:00 Introduction to Jerry Schill and His Journey00:59 The Impact of Family and Early Influences01:49 The Leap into Entrepreneurship03:54 The Evolution of Show Landscape07:21 Understanding the Landscaping Industry13:08 Leadership Evolution and Personal Growth19:04 The Importance of Peer Networks20:58 Scaling the Business and Maintaining Culture24:32 The Shift to Acquisitions for Growth27:47 Integrating Acquired Companies Successfully31:38 The Role of Technology in Landscaping34:47 Motivation and Future Vision for SGM38:09 Lessons Learned from the Journey39:55 Curiosity and Lifelong Learning41:13 The Holiday Feast Initiative44:08 Aiming for a Billion-Dollar Company45:46 Advice to Younger Self46:56 Hidden Gems in Cleveland-----LINKS:https://schilllandscaping.com/abouthttps://www.linkedin.com/in/jerry-schill-2b010b1a/Referenced Episode — Sanjay Singh: https://www.layoftheland.fm/218-sanjay-singh-macer-get-good-at-hard-things/-----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.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/Want to invest like the pros? In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder sit down with Brad Bell, VP of Acquisitions at Roofstock, to unpack how large institutional investors choose markets, analyze deals, manage properties at scale, and adapt to changing economic cycles. Brad shares his own journey into investing, the differences between “mom & pop” investors and billion-dollar funds, the real reasons build-to-rent exploded, what metrics institutions use to select markets, and his personal top picks for long-term growth.He also explains how Roofstock's platform simplifies property management, data analysis, and acquisition for investors of all sizes. If you want to invest smarter, reduce risk, and understand how the world's largest investors allocate capital, this is the episode for you.

In this episode of the BOB Podcast, Jaryd Krause sits down with Nick Bradley, a world-renowned author, speaker, and business growth expert known for helping entrepreneurs, business leaders, and investors build, scale, and sell high-value companies. Nick brings more than a decade of Private Equity experience to the conversation. Throughout his career, he has completed over 50 acquisitions, sold 26 businesses, created over $5 billion in value, and played key roles in three exits exceeding $1 billion each. His expertise offers a rare, behind-the-scenes look at what it truly takes to buy, integrate, grow, and exit companies at scale. In this episode, listeners will learn:

We continue our SEC-focused series with a discussion on transaction-related matters, including IPOs, mergers and acquisitions, spinoffs, and divestitures. Our guests share insights into the SEC preclearance process and common SEC comment letter themes. Getting ahead of these issues can help avoid delays that may significantly impact deal timing and disclosures.In this episode, we discuss:3:56 – Overview of 2025 IPO and M&A market activity7:08 – SEC preclearance process and common issues19:59 – Typical transaction filing review comment letter themes32:49 – Final takeaways on anticipating and addressing SEC commentsFor more information:Going for a spin: Accounting and reporting for spinoffsFinancial statement presentation guideBusiness combinations guideIn case you missed it, check out the previous episodes in this SEC-focused series: SEC now: Today's landscape and recent developmentsSEC now: Non-GAAP 2025 comment letter trendsFor more on the SEC, listen to our recent episode on frequency of reporting, SEC to revisit quarterly reporting: Pros, cons, and what's ahead. Also, check out our SEC reporting series from earlier this year where we take a “back to basics” look at key reporting areas:Inside SEC reporting: Capital formationInside SEC reporting: Acquisitions and divestituresInside SEC reporting: Pro forma financial informationInside SEC reporting: Form 8-K (current report)Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guests, Katie Driessen, a partner in PwC's National Office who assists companies with complex accounting and financial reporting issues related to capital markets transactions and Scott Feely, a PwC National Office Deputy Chief Accountant with 30 years of experience supporting clients.About our guest host, Kyle Moffatt, PwC's Professional Practice leader who guides teams partnering with regulators and delivering influential thought leadership and educational materials.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode Connor sits down with Parker White, COO & CIO at DeFi Development Corp to discuss the strategies and future plans of DFDV, a pioneer in Solana-based Digital Asset Trusts (DATs). The founders, primarily former Kraken employees, discuss the initial inspiration and rapid development of their company. They delve into the significant advantages of Solana over other asset classes, such as Ethereum and Bitcoin, and emphasize the importance of being a first mover in the market. Key strategies include leveraging capital markets for growth, deploying assets on-chain to generate yield, and potential international expansions. The conversation also explores the market dynamics of DATs, comparing them to ETFs, and underlines a commitment to long-term ecosystem support and growth. The founders assert that the four-year cycle is dead, positing that cryptocurrencies now move in alignment with mega high beta tech stocks, driven by liquidity conditions.Timestamps: 00:00 - Introduction00:48 - The Rise of DFDV: From Idea to Public Company04:02 - The Founding Team: Ex-Kraken Knights05:28 - Why Solana?09:03 - The Proliferation of DATs13:42 - Active Management Strategies for Solana20:13 - Reflecting on the Galaxy FTX Estate Deal20:54 - International Treasury Accelerator Program23:20 - Challenges of Mergers and Acquisitions in DATs26:31 - Maintaining MAV Multiples Amid Market Compression29:48 - The Death of the Four-Year Cycle34:34 - Adapting Strategies for Bull and Bear Markets37:41 - Future Plans and Integration in DeFi Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

In this episode, host Mike Shanley sits down with Major General Thad Bibb (Ret.), former Commander of the 18th Air Force and now VP of Defense Business Development at Radia. They discuss Radia's WindRunner™, the world's largest aircraft by volume, how it emerged from commercial wind-energy needs, and why its logistics capacity could redefine modern warfare, allied readiness, and dual-use innovation. General Bibb shares insights from 33 years in the Air Force, lessons in defense acquisition, and practical advice for defense tech companies entering the market. RESOURCES: Radia (WindRunner Aircraft) - https://radia.com BIOGRAPHY: Thad is an innovative leader, passionate about bringing unique solutions to complex problems. In 2024, he retired from the Air Force as a Major General with over 33 years of service. As a command pilot with over 5,000 flight hours, Thad led operations around the world, from gravel strips in Alaska to combat zones in Afghanistan and Iraq. As Commander of 18th Air Force, he led 36,000 Airmen, conducting all Air Force active duty airlift, air refueling and aeromedical evacuation missions. As Commander, 618th Air Operations Center, his team planned, tasked, executed and assessed operations for a global fleet of 1,100 aircraft. Managing budgets of over $320B dollars, Thad also served as a leader in Air Force Materiel Command, where his teams led strategy, budget and operations efforts for all Air Force Research, Test, Acquisitions and Sustainment programs. In 2025, Thad joined Radia, bringing his skills to bear on energy security and logistics for the defense of the United States and its allies. Radia is building a unique aerial transportation solution, WindRunner™, to enable the movement of the largest cargo to the hardest to reach places. Addressing a global deficit of outsized airlift, WindRunner will provide new solutions for Defense, onshore wind energy and outsized commercial cargo. When delivered in 2030, WindRunner will be the largest aircraft in the world. Thad earned a Bachelor's Degree in Engineering Mechanics from the USAF Academy and a Master's Degree in Aeronautical Engineering from the Air Force Institute of Technology. He is also an Ancien of the NATO Defense College in Rome, Italy. Thad enjoys spending free time with his family traveling, skiing at the lake or in the mountains, and flying his grandfather's 1967 Mooney. LEARN MORE: GovDiscovery AI provides defense market intelligence, early demand signal tracking, and business development support for companies entering or expanding in the defense sector. Subscribe for: - Weekly interviews with industry leaders - Defense market analysis - GovTech + defense innovation insights Thank you for tuning into this episode of the GovDiscovery AI Podcast with Mike Shanley. You can learn more about working with the U.S. Government by visiting our homepage: Konektid International and GovDiscovery AI. To connect with our team directly, message the host Mike Shanley on LinkedIn. https://www.govdiscoveryai.com/  

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

If you've ever wondered what it really looks like to build a thriving, multi-location aesthetic business while staying grounded, humble, and values-driven… this episode is your permission slip. Melissa Hubiak, MD is a quiet powerhouse, a contrarian thinker who has scaled her practice not by following the industry "rules," but by rewriting them. From growing up with no electricity as the oldest of six, to navigating a pandemic right after a massive expansion, to purchasing multiple buildings and stepping into the role of CEO, Melissa has built her empire with resilience, creativity, and a whole lot of grit. In our conversation, she opens up about: Transitioning out of the treatment room to lead a growing team Why she chose to buy businesses instead of selling Her real estate strategy (including how she purchased six buildings) Navigating trademark challenges, expansion fears, and identity shifts How confidence is created through action — not handed to you What it really takes to scale with integrity, clarity, and courage This is an episode for the founder who's craving expansion, but wants to do it the right way. The woman who senses a bigger vision calling her forward — and needs the reminder that she is capable of so much more than she realizes. I can't wait for you to hear Melissa's story. It will change the way you think about leadership, growth, and what's truly possible for your business. Resources → Download the The Ultimate Practice Growth Audit & Save Your Spot for our 2026 Strategic Planning Masterclass → Learn more & secure your spot for Confidence to Scale Live → Join the Fierce Factor Society → Follow Kaeli on Instagram: @kaeli.lindholm Additional Ways to Connect: Book a Discovery Call: Ready to scale with intention? Let's map out your next strategic move.   Press play, and let's dive in. KLC Consulting Website Kaeli on LinkedIn

Today I’m talking to a guy who believes every company needs to be built to last—not just to flip. Neil Lansing is a turnaround specialist who left private equity to bet his own money on small, underperforming businesses. He’s taken companies from 18 employees to over 400. From $2 million to $40-50 million in revenue. And when everyone else was laying people off in 2008, he told his refrigeration company’s team: “We need more clients.” After transforming mom-and-pop service companies one after another, he found his final stop, Piedmont Machine & Manufacturing. At 67, he’s not looking for the next flip. He’s building something that will outlast him. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights The Journey from Satellites to Shop Floors Neil started as a satellite engineer at Hughes Aircraft, became a CFO of a publicly traded pharmaceutical company, then worked in private equity doing turnarounds and startups. But eventually he walked away from working with other people’s money to bet his own cash on small businesses. It wasn’t an easy mental shift. As he told me: “I remember the first time I did something. I was sitting there and I remember, now I’m not in corporate America, I’m not in these nice New York digs… I’m in some place where it’s like, my God, what did I get myself into?” But then he told himself: “Quit crying, figure it out, make it work.” The Five-Person Rule One of Neil’s key insights is his management structure. Nobody has more than five direct reports. Not supervisors, not managers, not even Neil as owner. This tight span of control is how he grew his refrigeration company from 10-18 people to over 400 in six years while maintaining quality and accountability. “Everyone has to do what we’re supposed to do,” he explains. “If we all do what we’re supposed to do and take the accountability of what we’re supposed to do, then it can work.” Growing When Others Retreat The 2008 financial crisis tested every business owner, but Neil’s response was counterintuitive. While the country was laying off 700,000 people a month, he gathered his top 10 guys and said: “We’ve just got to get more clients.” By Christmas, they were bringing in all new work. Then their existing clients–Target, Publix, Costco – suddenly needed massive expansions. Neil went from laying off 40-50 people to desperately hiring them back plus another 40-50 more. Why Manufacturing, Why Now After several successful turnarounds, Neil decided manufacturing would be his next chapter. He bought Piedmont Machine in Concord, North Carolina, seeing opportunity where others saw decline. The company does Swiss machining for smaller diameter work and can handle parts up to 30 inches in diameter—from roller bearing components for landing gear to automated door systems. He envisions growing his company to 80-100 employees, consolidating into a new 60-75,000 square foot facility, and implementing comprehensive training programs. The Grinder’s Legacy Neil calls himself a “grinder” – someone focused on day-to-day execution rather than just deal-making. His philosophy centers on personal responsibility: “If I don’t do what I’m supposed to do, then I can’t pay these people. And if I can’t pay these people, that means that we did it wrong.” What drives someone to keep grinding at 67? Neil says it's about legacy, not money. “Everything I’ve done, it still works. It still runs. If I do something and it goes under or it stops being in existence, then I feel like that’s not a good legacy. That means I didn’t do it right.” Neil doesn’t know how to run a machine and doesn’t want to. He knows how to run a business with clear strategy, deep understanding of people, and balls, and he's still betting big because that’s what real builders do.

From there, the conversation turns to what advisors actually experience on the ground: Cetera's unique ownership with Genstar and the benefits of a “fresh clock”• The breadth of affiliation models and why Cetera calls itself a “forever home”.• How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A.• Insights on Avantax, Concourse, and ongoing industry consolidation.• Why advisor equity ownership strengthens alignment.• Cetera's focus on organic growth through regional teams and the Growth Line program.• How the firm thinks about transition deals, scale, and long-term profitability.• What advisors may not realize about Cetera's structure, communities, and support model.Frank and Mike also contrast Cetera's approach to scale with other major players, discuss the realities of transition deals in a changing rate environment, and talk about why insurance, tax, and planning-based advice remain central to a “super hybrid” advisor value proposition.If you're an advisor considering independence - or re-evaluating your current platform - this conversation offers a detailed, unscripted look at how Cetera operates, what makes it different, and how it's preparing for what Mike calls a very “dynamic” next ten years in wealth management.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

Send us a textPeter Lang, accomplished entrepreneur, investor, and philanthropist, has cracked the code on agency growth through strategic acquisitions, a skill he believes most agency owners are uniquely positioned to master but rarely tap into. As a former agency CEO who executed eight acquisitions before his successful exit in 2022, he offers listeners a refreshingly practical perspective on breaking through growth ceilings with M&A strategies.In this episode, Peter shares how mentorship has shaped his path, what it takes to prepare for a business exit or transition, and the strategies he's used to scale companies through mergers and acquisitions. From building high-performance teams to navigating complex deals, Peter delivers insight for entrepreneurs looking to grow intentionally and sustainably.Episode Highlights: Peter Lang's global education and a semester abroad in Paris shaped his entrepreneurial mindset and opened doors to international business opportunities.This episode highlights the role mentorship has played throughout Peter's career, from tactical advice to aspirational guidance from legendary thinkers.Peter gives insights to why agency owners are uniquely suited for mergers and acquisitions, and how M&A can unlock growth far beyond organic scaling.Peter's three keys to mentoring success: Radical Clarity, Accountability With Cadence, and Real-World Playbooks; and how they directly drive results.Real-world success stories from Peter's clients, including multi-million-dollar exits and transformative acquisitions in the digital agency space, gives inspiration to entrepreneurs looking to grow intentionally and sustainably.Episode Links: Lang Acquisitions WebsitePeter's LinkedIn Peter's Instagram21-Day M&A Email Course for Agency OwnersFollow The Digital Marketing Mentor: Website and Blog: thedmmentor.com Instagram: @thedmmentor Linkedin: @thedmmentor YouTube: @thedmmentor Interested in Digital Marketing Services, Careers, or Courses? Check out more from the TDMM Family: Optidge.com - Full Service Digital Marketing Agency specializing in SEO, PPC, Paid Social, and Lead Generation efforts for established B2C and B2B businesses and organizations. ODEOacademy.com - Digital Marketing online education and course platform. ODEO gives you solid digital marketing knowledge to launch/boost your career or understand your business's digital marketing strategy.

We continue our SEC-focused series with an episode on non-GAAP financial measures, commonly used by companies to supplement their financial statements and provide investors with a deeper understanding of their performance or financial condition. Given their importance, it's been a top focus area for the SEC staff over the last several years, and we expect that trend to continue. We highlight common comment letter themes and share practical guidance for year-end reporting and comment letter responses.In this episode, we discuss:2:17 – Overview of non-GAAP measures 6:20 – SEC comment letter trends and recurring issues23:15– Possible shifts in focus under the new SEC administration27:35 – Year-end reminders and best practices for responding to SEC commentsIn case you missed it, check out our first episode in this SEC-focused series: SEC now: Today's landscape and recent developments.For more on the SEC, listen to our recent episode on frequency of reporting, SEC to revisit quarterly reporting: Pros, cons, and what's ahead. Also, check out our SEC reporting series from earlier this year where we take a “back to basics” look at key reporting areas:Inside SEC reporting: Capital formationInside SEC reporting: Acquisitions and divestituresInside SEC reporting: Pro forma financial informationInside SEC reporting: Form 8-K (current report)Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.Our guests are Kevin Vaughn, a PwC National Office partner specializing in SEC reporting matters, and John Ly, a PwC National Office managing director within the SEC & Capital Markets group.Our host is Kyle Moffatt, PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

If you're a roofing or home service owner thinking about selling in the next 1–5 years, this is required viewing. Tim and Gregg Schonhorn (Business Development Advisor, SF&P Advisors) unpack the real story behind platform roll-ups, the Minnesota Rusco / Nucco situation, AirPros, and why roofing is still 5+ years behind HVAC, plumbing, and electrical on the private equity curve.You'll hear why some buyers are rock-solid long-term partners… and others are ticking time bombs built on ugly debt structures and bad covenants.In this conversation, you'll learn:How roofing PE platforms are actually structured (and where they make their money)Why deals like Minnesota Rusco and AirPros went sideways – and what warning signs you can spot earlyHow storms, demand cycles, and “one huge year” really factor into your valuationThe difference between real platforms and “let's bundle 10 shops and flip” con jobsHow to vet a buyer's debt, covenants, and capital stack so you don't get wiped out by their financingWhy integration (systems, CRMs, chart of accounts, handbooks, compensation) is what creates real enterprise valueHow culture, community reputation, and referrals quietly drive higher multiples for roofing businessesPractical steps to add 3–5% net and hundreds of thousands of EBITDA before you go to marketIf you want to protect your people, your brand, and your upside when you sell, this episode will give you the questions to ask and the traps to avoid.

Coca-Cola is… sugar water. And somehow it's also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale economy businesses of all-time. And oh yeah, there's also cocaine, WW2, Mad Men, Warren Buffett, James Dean, Bill Cosby, Michael Jackson, Michael Ovitz, Steve Jobs, Bill Gates, McDonald's and Monsanto. So cozy up to the fire with your favorite images of Santa Claus and Polar Bears and enjoy an ice-cold episode of Acquired — always delicious, always refreshing.Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan PaymentsWorkOSShopifySentry — Link to ACQ Cassette Players, use code “audiophile”Links:Sign up for email updates and vote on future episodes!The Hilltop ad / Mad Men finalePepsi Challenge commercialsPepsi's Michael Jackson commercialsCoke's Bill Cosby commercialsTwo liter bottles inflatingWorldly Partners' Multi-Decade Coca-Cola StudyFor God, Country, and Coca-ColaSecret FormulaAll episode sourcesCarve Outs:SkiErgSuper Smash Bros. UltimateClaudeNike Vomero PlusHermanos GutiérrezMore 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.

This conversation covers:-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.-The growing appeal of dual monetization for advisors who want flexibility.-Why partial sales can limit control and create long-term complications.-How technology, data quality, and operational readiness drive your valuation.-The emotional side of selling - and why so many deals stall late in the process.-Why larger platforms often offer deeper buyer pools and stronger financing options.-What advisors should start updating now to strengthen a future exit.Whether you're planning to sell soon, exploring a transition, or simply trying to position your practice for the next phase, this episode delivers clear guidance, real-world examples, and forward-looking insights to help you make informed decisions.Tune in and prepare your practice for what's ahead in 2026 and beyond.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://eliteadvisorssuccessions.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

Matt Faircloth interviews Christian Macellari, Head of Acquisitions and CIO at RSN Property Group, about how their team has grown more than 20% in the past 15–16 months by staying disciplined, data-driven, and relentless in sourcing opportunities. Christian explains how RSN underwrites roughly 400 deals a year to close just a few, why top-down market conviction matters before drilling into individual assets, and how their team blends off-market outreach, broker relationships, and distressed-debt conversations to secure deals. He also breaks down RSN's buy box, when they'll consider heavy-lift opportunities, and why Chicago is the market he “loves to hate.” Christian and Matt wrap by discussing JV/co-GP equity structures and how operators can realistically partner with larger institutional groups. Christian MacellariCurrent role: Chief Investment Officer & Head of Acquisitions, RSN Property GroupBased in: (Not explicitly stated in transcript)Say hi to them at: https://rsnpropertygroup.com | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Zoom just bought AI interview intelligence darling BrightHire. Chad and Joel discuss why this is a savvy chess move to stop Microsoft Teams, and if the brand will really survive the deal. Moving on, Meta says your 2026 performance review is an AI report card. We explain why every job is now a tech job and why Big Brother AI is watching. Verizon is yeeting 15,000 people. We go deep on the real, uncomfortable reasons behind their biggest layoff ever. Workday is playing Hungry Hungry Hippos on a massive M&A spree. And finally, 22% of candidates are finding work by sliding into DMs on Tinder and Bumble! Acquisitions, AI overlords, mass layoffs, and dating apps posing as job boards. Zero apologies, maximum truth bombs. Hit play!

What happens when you build a company around one niche, listen obsessively to customers, and never stop improving? In this episode, host Trace Blackmore finally sits down for a full-length conversation with Frank Lecrone, Founder, President, and CEO of AquaPhoenix Scientific. What started in a small 60' x 60' space in Hanover, Pennsylvania, with three employees, maxed-out credit cards, and endless Staples runs has grown into a 300+-person organization serving industrial water professionals around the world.   Frank shares how AquaPhoenix became "the booth everyone wants to be next to" at AWT, why they built their entire business around industrial water treatment instead of trying to be everything to everyone, and how a simple continuous improvement system now generates hundreds of ideas a year from frontline team members. He also pulls back the curtain on acquisitions and private equity, explaining EBITDA in plain language, how to think about "add-backs," and what owners should understand long before they think about selling. Whether you're leading a growing company, running a route, or thinking about your own "second chapter," this conversation is a masterclass in culture, courage, and caring deeply about the people you serve. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps   02:20 - Trace Blackmore shares a recap from the recent 2025 AWT Conference, The Hang, and a Blood Donation Story   14:02 - Water You Know with James McDonald  15:20 - Upcoming Conference for Water Professionals  18:16 – Introduction of Frank Lecrone, CEO of AquaPhoenix Scientific (eight years in the making)  24:52 – Why Hanover?   26:59 – Supporting AWT  37:38 – Color-coded caps & QR Codes  42:30 – Learning from mistakes  45:31 – Core Values   48:26 – Acquisitions and Culture   1:03:32 – Valuations and EBITDA    Quotes  "We didn't grow by doing everything for everyone. We grew by doing exactly what one market needed and wanted—and then doing it better every year."  "The lack of information is almost always interpreted negatively. That's why you have to over-communicate, especially during acquisitions."  "EBITDA equals freedom. The more EBITDA you have, the less anybody can tell you what to do with your own company."  "We're not perfect. We screw things up like everyone else—but we fix it, and we fix it quickly, and we make doing business with us as easy as possible."  "I don't want to be the smartest person in the room. I want great people around me, giving ideas and pushing things forward, so I'm not the bottleneck."  "Business is like standing in a bathtub while the water rises. It feels fine until it reaches your mouth. The trick is noticing when it's at your knees and fixing the bottleneck then."  "We give a darn. We have 'GAS'—Give a #$%@—and if we can make it right and do it better, we absolutely will."    Connect with Frank Lecrone Email: frank@aquaphoenixsci.com   Website: Water Quality Testing Products | AquaPhoenix Scientific  LinkedIn:  Frank Lecrone | LinkedIn       Guest Resources Mentioned   AquaPhoenix Scientific   Aliquot – AquaPhoenix's Water Management Software  QR-coded Custom Test Kits (AquaPhoenix EndPoint® ID)    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind  American Red Cross    Water You Know with James McDonald  Question: What industrial water treatment word is derived from the Greek word meaning "claw?"    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

This conversation covers:-What branding really means for financial advisors-How marketing supports your brand—and why they're not interchangeable-Where advisors should focus their time to create stronger visibility-Practical ways to communicate your value more effectively-How to think about audience, channels, and message delivery-The philosophy behind the Bill Good Marketing systemWhether you're refining your personal brand or looking for better ways to reach the right audience, this episode delivers clear, practical insights to help you communicate with more clarity and purpose.Tune in and start thinking differently about how you show up in the marketplace.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 Matt Hicken on LinkedIn: https://www.linkedin.com/in/matt-hicken/Check out Bill Good Marketing here: https://www.billgoodmarketing.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Carl and Mike get into the latest sports headlines including the Braves resigning Raisel Iglesias and trading for Mauricio Dubon and sending Nick Allen to the Astros, Kirby Smart telling the Steakhouse he is an SEC enthusiast and wants the Dawgs to play in the SEC Championship every opportunity they can, and Kirk Cousins addressing Falcons taking over as QB1 and whether or not he can "reignite the fire".

In this episode of HALO Talks, industry veteran CJ Bouchard opens up to host Pete Moore about the realities of entrepreneurship in the fitness industry, sharing candid stories of risk, resilience, and what it really means to build from the ground up. From betting his savings on a fledgling franchise in North Carolina and initially making daily two-hour commutes, to pivoting and learning tough lessons about club size, site selection, and market expansion, CJ reveals how grit, adaptability, and a clear mission have fueled Excel Fitness's phenomenal growth. Planet Fitness (NYSE:PLNT) is one of the largest and fastest-growing operators of fitness centers in the U.S, and Excel Fitness Holdings is one of their largest franchisees currently operating 150+ clubs in Austin, Dallas/Ft Worth, Tulsa, Northwest Arkansas, North Carolina, Tennessee, Utah, Georgia, and Virginia. Their mission is to build a team culture and atmosphere constructed on trust, humility, and strong relationships, always leading by example and putting others first with the utmost integrity, dedication, and accountability. Pete and CJ also dive into how partnering with private equity has transformed the business, what it takes to be a successful operator in today's market, what to expect when working with a PE firm, and the importance of building a strong team and community-driven approach. CJ also shares the meaning behind his "Hope is not a strategy" tattoo, and why execution—not wishful thinking—remains his guiding principle. Whether you're a club owner, aspiring HALO sector entrepreneur, or curious about how major fitness brands expand, this episode is packed with actionable insights, real-world advice, and plenty of inspiration from one of the industry's top leaders. Key themes discussed Entrepreneurial journey and early struggles in fitness industry. Evolution and disruption of the Planet Fitness business model. Challenges involved in club building and expansion. The critical importance of location for a gym's success. Strategic growth: Acquisitions, private equity, and territory development. Leadership style: Clarity, vision, and execution over hope. A Few Takeaways: 1.Entrepreneurial Grit & Humble Beginnings: Bouchard started in the fitness industry as a personal trainer without a college degree, working in Connecticut's gym scene and grinding through tough times. He didn't take a paycheck for two years and put payroll on credit cards when launching his first Planet Fitness in North Carolina. Real entrepreneurship often means sacrifice, resilience, and relentless commitment. 2. Evolution from "Hardcore" Gyms to Disrupting the Market: CJ's transition from traditional gyms (Gold's, World Gym, etc.) to Planet Fitness highlights a change in business philosophy. It went from focusing on "results" to focusing on "access." He recognized Planet's disruptive model early on, betting on a concept that many were skeptical about and ultimately building one of the largest Planet Fitness area development companies in the country. 3. Importance of Site Selection and Operational Knowledge: Both Bouchard and Moore emphasized how crucial it is to understand the nuances of real estate, site selection, and the operational details of running clubs. The value of personally touring sites and knowing the history and layout of each location is essential. Software and reports can't replace firsthand experience. 4. Strategic Growth: Mergers, Acquisitions & Private Equity: Under CJ, Excel Fitness strategically expanded through acquiring clubs, merging with other operators, and partnering with private equity (Olympus Partners.) CJ shared how growth now includes both new club development and acquisitions of existing gyms (like Texas Family Fitness), always with an eye on preserving legacy and community as much as possible. 5. Culture, Team, and Values: CJ's leadership philosophy stresses execution, daily engagement in operations, and a moral compass focused on building communities through fitness. His tattoo "Hope Is Not a Strategy" clearly shows his belief in preparation and action, not relying on luck. He also spoke passionately about valuing long-term employees and creating opportunities for others in the organization. Resources:  CJ Bouchard: https://www.linkedin.com/in/cj-bouchard-9ba3aa7 Excel Fitness: https://www.excelfitness.com Planet Fitness: https://www.planetfitness.com Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com

In this conversation, Rick discusses a recent real estate deal where he successfully negotiated a property purchase. He outlines the process of acquiring land, the negotiation with the seller, and the subsequent sale to a buyer, highlighting the profit margin involved in the transaction.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, we kick off a new SEC-focused series with an overview of current developments shaping SEC reporting. Our guests unpack recent leadership changes, the evolving rulemaking agenda, reporting themes, and key trends in SEC comment letters.In this episode, we discuss:1:54 – SEC leadership updates8:31 – Rulemaking agenda and expected priorities15:29 – Rulemaking challenges: staff capacity and shutdown constraints18:27 – Government shutdown effects on IPOs and the SEC review process24:09 – SEC comment letter themes and focus areasFor more, listen to our recent episode on frequency of reporting, SEC to revisit quarterly reporting: Pros, cons, and what's ahead. Also, check out our SEC reporting series from earlier this year where we take a “back to basics” look at key reporting areas:Inside SEC reporting: Capital formationInside SEC reporting: Acquisitions and divestituresInside SEC reporting: Pro forma financial informationInside SEC reporting: Form 8-K (current report)Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsScott Feely is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience supporting clients as they address the SEC and financial reporting implications of their capital markets and merger and acquisition-related activities.Lindsay McCord is a PwC National Office partner specializing in matters related to the SEC and the capital markets. Prior to joining PwC, Lindsay spent over 15 years at the SEC, most recently as the Chief Accountant in the Division of Corporation Finance. In this role, Lindsay led an accounting team in providing technical accounting and reporting support to the Division, including SEC rulemaking, interpretation, and guidance.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company's approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE's nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth's career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices

Meeting the right people can completely change the trajectory of one's career. In this episode of Medtech Talk, host Geoff Pardo speaks with Stacy Enxing Seng, independent director and venture partner, about her journey from Harvard Business School to SciMed to ev3 and beyond. She delves into the lessons learned, the challenges, and—most importantly—the people that have impacted her illustrious career. She also shares advice on why soft skills are key to acquisitions and integrations, the importance of transparency, and determining the difference between a CEO who isn't the right fit versus a CEO who has room to grow. Medtech Talk Links:  Cambridge Healthtech Institute   Medtech Talk  Gilde Healthcare  Corza Medical Lightstone Ventures   

Show highlights include:  00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.Learn more about our companies and resources:-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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Master Your Cashflow (Templates Included): https://startup-ideas-pod.link/money-map On this episode, I share my simple financial operating system that helps me run my business. I share actual workflows that have saved one of my portfolio company from an 11-week runway crisis (when they thought they had 8 months), and the templates behind his 13-week cash tracker, Bear/Base/Bull decision framework, and one-page board report. This is a rare look inside the tactics I use to think about cash flow, dilution strategy, and building companies that don't run out of runway by accident. Bank with Brex: https://startup-ideas-pod.link/brex-sip Timestamps 00:00 – Intro: The whiteboard that saved two companies 02:08 – The Financial Rhythm: Daily, weekly, monthly cadence 03:23 – Rule 1: The 13-Week Cash Flow System 06:10 – Rule 2: Cash vs. Accrual 08:14 – Rule 3: Extend Runway 12:13 – Rule 4: Be Exit Ready 15:06 – Rule 5: Cards and Credit 18:01 – Rule 6: Track 5 Weekly Metrics 20:00 – Rule 7: The Monthly One-Pager 21:12 – Rule 8: Tools and Automation 26:11 – Rule 9: Dilution Mindset 27:59 – How to implement: The weekly rhythm in practice 29:31 – Action plan and closing Key Points Your P&L lies about survival—one portfolio company thought they had 8 months of runway but actually had 11 weeks when mapped to real cash flow The Bear/Base/Bull decision framework prevents emotional spending: if two-plus scenarios say no, wait (a $60K conference booth was rejected in bear case, approved two months later in bull case) Acquisitions happen in 48 hours—keep a 10-file data room updated quarterly so you can respond to Tuesday emails with Wednesday meetings Trust doesn't scale, policy does: weekly corporate card reviews caught an $8K personal ad spend in 7 days instead of 30 The system runs itself once built: 15 minutes Monday + 30 minutes Friday + 4 hours/month replaces heroic monthly scrambles Every dollar raised costs ownership forever—cutting $40K/month burn has the same 12-month runway impact as fundraising but with 0% dilution The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ Boringmarketing - Vibe Marketing for Companies: boringmarketing.com The Vibe Marketer - Join the Community and Learn: thevibemarketer.com Startup Empire - get your free builders toolkit to build cashflowing business - https://startup-ideas-pod.link/startup-empire-toolkit Become a member - https://startup-ideas-pod.link/startup-empire FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios. 00:00 Introduction 00:59 Key Takeaways from the New Orleans Investment Conference 01:39 Current Gold Market Analysis 04:55 Gold Price Predictions and Market Dynamics 13:52 Managing Risk in the Gold Market 18:39 Mergers and Acquisitions in the Mining Sector 21:22 Jurisdictional Considerations for Mining Investments 23:46 Investment Strategies for Senior Mining Companies 27:31 Opportunities in Exploration and Development 31:15 Monetary Reset and Future Gold Prices 34:31 Top Picks and Recommendations 36:12 Conclusion and Final Thoughts 39:54 Disclaimer and Cautionary Notes New Orleans Investment Conference Link: https://neworleansconference.com/ Brien Lundin's newsletter: https://goldnewsletter.com/ 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. 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/

Frank and Brian also dig into:• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.• Why it's “all about how much you make, not the payout.”• How Ameriprise's E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.• The power of home-office visits and what advisors should look for in firm culture.• Why advisors who said “never” to Ameriprise often end up saying “yes.”If you've ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.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.comConnect with Brian Mora on LinkedIn or via phone: (609)-335-8844https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Listen now to learn:00:00 – Intro:02:35 – What Is Generative AI (Really)?06:04 – Compliance Concerns & Data Privacy:14:20 – Can You Trust AI to Run Your Practice?18:09 – Data Is the New Asset Class:22:19 – Trust, Credibility & the Human Factor:27:11 – The Future of Work in Financial Services:31:05 – Final Thoughts: Trust But Verify:Learn more about our companies and resources:-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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

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