Podcasts about acquisitions

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Best podcasts about acquisitions

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Latest podcast episodes about acquisitions

Fullerton Unfiltered
881. Strategic Acquisitions: How the Smart Players Scale Fast

Fullerton Unfiltered

Play Episode Listen Later Oct 20, 2025 59:28


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

Advisor Talk with Frank LaRosa
From Lead to Loyalty: CRM's Role in Customer Journey Mapping

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 20, 2025 22:17


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

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Deel CEO Alex Bouaziz on Raising $300M+ at a $17BN Valuation | Deel vs Rippling: WTF is Going On | Management Lessons from Ben Horowitz and Nik Storonsky | Deel's M&A Playbook: Lessons from 13 Acquisitions: What Works & What Doesn't

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Oct 20, 2025 75:23


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

Selling With Social Sales Podcast
Marketing Magic That Turns Startups into Billion Dollar Acquisitions with Dan Lowden | Ep. #309

Selling With Social Sales Podcast

Play Episode Listen Later Oct 20, 2025 46:32


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

Six Pixels of Separation Podcast - By Mitch Joel
Epic Disruptions And The Future of Innovation With Scott Anthony - TWMJ #1006

Six Pixels of Separation Podcast - By Mitch Joel

Play Episode Listen Later Oct 19, 2025 54:55


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

The Boardroom Buzz Pest Control Podcast
Skye LaJaunie: Purpose-Driven Leadership, EOS Discipline, and Building Eagles Nest Peer Groups

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Oct 16, 2025 47:09


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

Money Rehab with Nicole Lapin
A Multimillion Dollar Deal, a Product Recall and a New Chapter: Gwen Whiting on the Good, the Bad and the Ugly of Acquisitions

Money Rehab with Nicole Lapin

Play Episode Listen Later Oct 13, 2025 56:48


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

Advisor Talk with Frank LaRosa
The Power of Video Marketing for Financial Advisors - with Angela Wolf

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 13, 2025 37:27


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

Real Estate Excellence
Tiffany High: How Wholesalers / Flippers Build Predictable Scalable Businesses

Real Estate Excellence

Play Episode Listen Later Oct 10, 2025 60:54


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

Advisor Talk with Frank LaRosa
From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 9, 2025 43:04


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

Earmark Accounting Podcast | Earn Free CPE
Unlocking Capacity: The Workflow Revolution

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Oct 9, 2025 31:09


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

The Sales Lab
TSL S3E21 - "What is Technical Sales" - Aaron Elliott, SRS Distribution

The Sales Lab

Play Episode Listen Later Oct 8, 2025 53:15


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

Durable Value: An Investor's Podcast
Durable Value Ep 82 - 5 Years of Durable Value: Lessons, Growth, and the Future of Real Estate

Durable Value: An Investor's Podcast

Play Episode Listen Later Oct 8, 2025 13:42


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

Speak the Language
Crazy Bear Attacks & Accidental Land Acquisitions

Speak the Language

Play Episode Listen Later Oct 7, 2025 34:38


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

The Sales Lab
TSL S3E20 - "What is Technical Sales" - Jason Koshy, Infinite Electronics

The Sales Lab

Play Episode Listen Later Oct 7, 2025 50:36


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

Control Issues
471: Acquisitions, Price Hikes, and Rewards Programs

Control Issues

Play Episode Listen Later Oct 7, 2025 89:49


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

Acquired
Google: The AI Company

Acquired

Play Episode Listen Later Oct 6, 2025 246:38


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

Advisor Talk with Frank LaRosa
AI and Sentiment Analysis in Social CRM

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 6, 2025 24:00


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

The Conscious Capitalists
Best Of: How Shane Jackson Built a Healthcare Empire with Heart

The Conscious Capitalists

Play Episode Listen Later Oct 6, 2025 64:29


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

Sales Is King
207: Marilee Bear | CRO, Gainsight

Sales Is King

Play Episode Listen Later Oct 6, 2025 37:09


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

The Cloudcast
Will Cloud Providers start acquiring SaaS?

The Cloudcast

Play Episode Listen Later Oct 5, 2025 28:16


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

The Tech Blog Writer Podcast
3439: Zeta and the Future of AI-Powered Marketing That Drives Real ROI

The Tech Blog Writer Podcast

Play Episode Listen Later Oct 3, 2025 22:18


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

Advisor Talk with Frank LaRosa
Breaking the Status Quo: How Advisors Can Redefine Success

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 2, 2025 46:09


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

Lay of The Land
#225: Jeff Berlin (Bridge Industries) — American Manufacturing, Permanent Capital, and Patiently Scaling an Industrial Platform

Lay of The Land

Play Episode Listen Later Oct 2, 2025 68:08


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

Empire Flippers Podcast
The Seller's Guide to Due Diligence: Myths, Mistakes, and Smarter Exits With Ahmed Raza [Ep.191]

Empire Flippers Podcast

Play Episode Listen Later Sep 30, 2025 58:10


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

The Opportunity Podcast
The Seller's Guide to Due Diligence: Myths, Mistakes, and Smarter Exits With Ahmed Raza [Ep.191]

The Opportunity Podcast

Play Episode Listen Later Sep 30, 2025 58:10


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

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
#953 Build Smarter: Designing Housing People Actually Need

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Sep 29, 2025 34:33


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

Advisor Talk with Frank LaRosa
Why Most CRMs Fail (and How to Fix Them)

Advisor Talk with Frank LaRosa

Play Episode Listen Later Sep 29, 2025 41:57


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

Yet Another Value Podcast
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

Yet Another Value Podcast

Play Episode Listen Later Sep 29, 2025 55:21


In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together, they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed care organization, making it uniquely resilient amid rising medical costs and regulatory challenges. They discuss Molina's competitive advantages, risks tied to healthcare policy, redetermination effects, and its strategic M&A playbook. Tune in to understand why Steve believes Molina remains undervalued and poised to outperform its peers—even as the broader Medicaid sector stumbles.___________________________________________________________[00:00:00] Intro and sponsor mention[00:02:25] What is Molina Healthcare?[00:05:31] Medicaid model and revenue growth[00:06:25] Molina stock chart and July crash[00:07:13] Industry-wide margin compression[00:11:28] Why Steve sees alpha in Molina[00:13:29] ROE vs. cost structure explained[00:15:04] Admin efficiency as competitive edge[00:17:04] Molina's playbook and cost culture[00:20:16] Medicaid redetermination impact[00:24:07] Market share gains amid member losses[00:26:26] What's driving cost inflation now[00:28:44] Will premiums rise to match costs?[00:30:26] Regulatory risks in Medicaid[00:32:19] Medicaid vs. private cost efficiency[00:33:54] Denials, approvals, and outcomes[00:37:50] Molina's denials as cost control[00:40:42] Tender process and doctor networks[00:41:43] What keeps Steve up at night[00:44:41] Acquisitions: model and pipeline[00:47:18] M&A parallels to John Malone[00:48:19] CEO incentives and share ownership[00:50:48] Share buybacks and capital returns[00:51:19] Could Molina be acquired?[00:52:57] Long-term compounding vs. exit[00:53:28] Scooby-Doo investing explained[00:54:23] Wrapping up the conversationLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

The DownLink
Space Power: Acquisitions And A Big Pot Of Money

The DownLink

Play Episode Listen Later Sep 26, 2025 38:47


There's no Golden Dome requirements shopping list yet, but with an expected $40 billion for FY 2026 the U.S. Space Force Chief of Space Operations is thinking about how to spend now for the fight tonight and what will be needed by 2040. Appearing in this episode from the Air, Space, Cyber conference are Secretary of the Air Force Troy Meink, Chief of Space Operations Gen. Chance Saltzman, Commander, Space Systems Command Lt. Gen. Philip Garrant. Laura Winter breaks it down with Todd Harrison, a Senior Fellow at the American Enterprise Institute.

The History of China
#307 - Zheng Yi Sao, Pt. 1: Murders & Acquisitions, Mostly

The History of China

Play Episode Listen Later Sep 25, 2025 52:33


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

Advisor Talk with Frank LaRosa
When Is the Best Time for Financial Advisors to Transition Firms?

Advisor Talk with Frank LaRosa

Play Episode Listen Later Sep 25, 2025 29:41


Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year?  2:27 – Why Q4 is often the best time to transition  3:59 – How holidays and client schedules factor into timing  5:35 – Deferred comp considerations for advisors  10:23 – Why firms sweeten deals in Q4 to hit quotas  12:48 – The myth of the “perfect” time to move  14:42 – Leveraging holiday parties and events for client communication  17:08 – Why every advisor's timing decision is unique  23:12 – Emotional readiness vs. waiting too long  25:27 – Rip the Band-Aid off: once you decide, just go  27:09 – Risks of delaying and firm pushback  28:11 – How to connect with Frank & Stacey  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

Investor Fuel Real Estate Investing Mastermind - Audio Version
From Chaos to Growth: How to Integrate Teams and Scale Real Estate Operations

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 25, 2025 18:14


In this episode of the Investor Fuel Podcast, host Leo Wehdeking interviews Giano A. Pace, a dynamic figure in the real estate industry. Giano shares insights on his focus in the market, strategies for integrating teams, and the importance of consistency and follow-up in business operations. He discusses the challenges faced in real estate, particularly in pricing and client perceptions, and emphasizes the significance of networking and building relationships. Giano also outlines his goals for expansion and growth within his organization, highlighting the need for effective systems and a strong team.   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   —--------------------

ThePrint
CutTheClutter: Journey of MiG-21 as it retires after 62 yrs, & IAF's chronically troubled fighter jet acquisitions

ThePrint

Play Episode Listen Later Sep 25, 2025 38:26


As the Soviet era MiG-21 takes last flight, ThePrint Editor-In-Chief Shekhar Gupta recounts the 62-year journey of the IAF mainstay of six decades. #CutTheClutter episode 1736 also looks at the IAF's chequered record of warplane acquisitions.----more----Read Anchit Gupta's article here: https://theprint.in/author/anchit-gupta/----more----Watch Walk The Talk with Shekhar Gupta here: https://www.ndtv.com/video/walk-the-talk-the-men-who-fly-migs-aired-september-2003-288477----more----Read Shekhar Gupta's India Today article here: https://www.indiatoday.in/magazine/cover-story/story/19940515-exporting-terror-755620-1994-05-14

Hey Docs!
Market Mastery: Choosing the Right Location with Dentagraphics

Hey Docs!

Play Episode Listen Later Sep 25, 2025 47:39


"Identify where you don't want to go." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Jill chats with Kent Miller to dive into the intricacies of demographics and market analysis within the dental industry, particularly focusing on orthodontic practices. Kent shares his journey from urban planning to founding Dentagraphics, emphasizing the importance of understanding market needs, sustainability, and competition when planning for startups or acquisitions. They discuss the significance of evaluating potential locations, the role of data in decision-making, and the innovative tools offered by Dentagraphics to assist practitioners in making informed choices. Connect With Our Guest Dentagraphics - https://www.dentagraphics.com/ Takeaways Kent Miller is the founder of Dentagraphics, specializing in market analysis for the dental and orthodontic industry.Understanding the market for care is crucial for orthodontic practices.Sustainability and alignment with personal vision are key for practice success.Saturation in a market does not necessarily mean failure for practices.Identifying areas to avoid is as important as finding good locations.New construction does not guarantee growth; infrastructure matters.The right demographics must align with the practice's target audience.Data should inform decisions, but it is not the only factor to consider.Dentagraphics offers innovative tools for demographic analysis and market insights.Entrepreneurship in the dental field requires careful planning and data-driven decisions.Chapters 00:00 Introduction to Kent Miller and Dentagraphics03:09 Understanding Market Analysis in Orthodontics06:00 Key Concepts for Startup and Acquisition Planning09:01 Evaluating Potential Locations for Practices12:06 The Role of Real Estate in Practice Success15:03 Analyzing Competition and Market Dynamics18:14 Metrics for Success in Orthodontic Practices22:25 Understanding Demographics in Orthodontics26:07 The Importance of Growth and Infrastructure30:29 Navigating Urban vs. Suburban Practices34:40 Data-Driven Decision Making for Practices38:16 Innovative Tools for Demographic Analysis43:05 Final Thoughts and ResourcesEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   

Journal of Accountancy Podcast
Professional liability risks related to Form 1065, CPA firm acquisitions

Journal of Accountancy Podcast

Play Episode Listen Later Sep 25, 2025 12:38


Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and the advice CPAs can gain from them. In particular, Ference details some of the risks for CPA firms engaging in mergers and acquisitions, the subject of a recent two-part series. The articles discussed in this episode are: n  June: “Form 1065: Pay Attention or Pay Up.” n  July: “Professional Liability Risk Stemming From CPA Firm Acquisitions: Part 1.” n  August: “Professional Liability Risk Stemming From CPA Firm Acquisitions: Part 2.” n  September: “Start Risk Management With Employee Onboarding.” What you'll learn from this episode: Why CPA firms should pay close attention to recent changes in tax compliance for partnerships. A summary of the two-part article on professional liability risk related to CPA firm acquisitions. The importance of cultural alignment in firm acquisitions. What “tail coverage” is and why it's essential for post-transaction protection. How a strong onboarding process can serve to mitigate some risks for firms — and why that topic is timely this month.

CTO Confessions Brought to you by IT Labs
Episode 191: There Are No Mergers, Only Acquisitions with Adan Pope

CTO Confessions Brought to you by IT Labs

Play Episode Listen Later Sep 25, 2025 39:41


How do you lead through culture shifts, acquisitions, and organizational change, without losing sight of people? In this episode, Adan Pope, Senior VP at TAG, shares insights on leadership during high-stakes transitions. From building tension maps to understanding organizational dynamics, his perspective highlights how leaders can turn uncertainty into clarity and growth. This conversation is a masterclass in leading with methodology, empathy, and foresight during times of change.

The Smylie Show
267: Smylie's RYDER CUP GAME SHOW + NBC's Jon Miller on the Ryder Cup's Evolution

The Smylie Show

Play Episode Listen Later Sep 24, 2025 82:09


It's Ryder Cup week! Smylie Kaufman and Charlie Hulme get things rolling with trivia, stats, and stories before welcoming Jon Miller, NBC Sports President of Acquisitions & Partnerships, who was instrumental in bringing the Ryder Cup to NBC. From the legendary 1991 “War on the Shore” to today's global stage at Bethpage, Jon shares behind-the-scenes stories, strategy insights, and how the Ryder Cup has evolved into one of golf's biggest events. Presented by Johnnie Walker, this episode dives into the atmosphere, the rookies, the captains, and what makes this event so unique for fans, players, and TV. Chapters 0:00 – Intro & Ryder Cup week vibes 2:20 – Johnnie Walker “Spirit of the Cup” kickoff 5:40 – Smylie's Ryder Cup prep & trivia setup 7:30 – Ryder Cup true/false game begins 12:40 – Keegan Bradley stories & player stats 19:40 – Smylie's game show hosting flashback 22:40 – Tommy Fleetwood's Ryder Cup dominance 26:00 – Team USA records & trivia twists 30:20 – More Ryder Cup stats & surprises 34:20 – JT, Cantlay, and U.S. singles records 40:10 – Momentum swings & session breakdowns 49:40 – Europe's edge in key sessions 52:40 – Rookie impact at the Ryder Cup 55:40 – Conversation with Jon Miller begins 57:20 – How NBC first got the Ryder Cup 1:02:20 – War on the Shore & dramatic moments 1:09:40 – How Ryder Cup TV coverage evolved 1:12:20 – Captains, strategy, and Sunday pairings 1:13:30 – Crowds at Bethpage & fan culture 1:15:10 – Favorite chants & Ryder Cup atmosphere 1:18:10 – Jon Miller's prediction for Bethpage 1:19:20 – Closing thanks & future live show talk 1:20:30 – Wrapping up: next stop, Bethpage #RyderCup #GolfPodcast #NBCSports #SmylieKaufman #TheSmylieShow #BethpageBlack #TeamUSA #TeamEurope #GolfHistory #RyderCup2025

The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants

Mid-sized law firms are facing pressure from every direction. Associates are poached with six-figure pay bumps, partners are stretched thin between billing and management, and specialty practices vanish without succession plans. At the same time, clients expect broader reach and deeper benches than many firms can deliver. In this episode, host Chris Batz shares what he's hearing directly from managing partners and executive committee members across the country. He outlines the squeeze mid-sized firms are feeling - lagging organic growth, talent retention challenges, leadership burnout - and the difficult choices leaders are weighing: scale up, go lean, or join a larger platform. Chris also looks at the emerging role of private equity in law firm ownership and the ripple effects it could have on culture, compensation, and competition. Along the way, he points out steps firms can take now: sharpen strategic vision, invest in leadership and succession, strengthen recruiting systems, and pursue growth through the right mergers or acquisitions. At its heart, this episode asks a question every firm should confront: how do you stay competitive without exhausting the people who make your firm strong?   Episode Breakdown: 00:00 Why Mid-Sized Law Firms Are Struggling 03:30 Why Talent Keeps Leaving Mid-Sized Firms 04:28 The Leadership Burnout Crisis in Law Firms 07:37 Scenario 1: Losing Lead Counsel Work to Bigger Firms 11:31 Scenario 2: Rainmakers With No Succession Plan 14:04 Billing vs. Leading — Can Firm Leaders Do Both? 18:19 Growth Choices: Lateral Hires, Acquisitions, or Mergers 24:01 Should Mid-Sized Firms Join Larger Platforms? 26:09 The Hidden Cost of Burnout in Firm Leadership 32:17 How Private Equity Is Changing Law Firms 34:18 Strategies for Mid-Sized Firms to Compete 43:48 Key Lessons for Law Firm Leaders   Connect with Chris Batz: LinkedIn profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm

Advisor Talk with Frank LaRosa
The #1 Tech Mistake RIAs Make (And How to Fix It)

Advisor Talk with Frank LaRosa

Play Episode Listen Later Sep 22, 2025 22:06


Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows13:00 – Why scalable, repeatable processes matter for growth and long-term success14:20 – The rise of AI tools in wealth management and how advisors can take advantage16:05 – JEDI's new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationshipsResources: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 | Technology Solutions for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Telecom Reseller
Navigating Compliance and Growth in Telecom: The CommLaw Group at Navigate 25, Podcast

Telecom Reseller

Play Episode Listen Later Sep 22, 2025


“Compliance missteps can shut a company down, but the right legal partner can also unlock growth.” – Jonathan Marashlian, Managing Partner, The CommLaw Group At Navigate 25, Doug Green, Publisher of Technology Reseller News, sat down with Jonathan Marashlian of Marashlian & Donahue, The CommLaw Group, to discuss the evolving communications ecosystem, regulatory risks, and why specialized legal guidance has never been more critical. Marashlian reflected on his firm's two decades advising communications providers, from the early days of VoIP through today's cloud-native era. He highlighted the impact of Alianza's merger with Metaswitch as a pivotal ecosystem development—one that positions providers to meet demand for both legacy and cloud services in a diverse, fast-evolving market. Key insights from the conversation: Execution matters: Acquisitions alone don't guarantee success; vision, agility, and customer understanding are essential. The compliance burden: States such as California and Massachusetts are extending regulatory authority into VoIP, adding to already complex federal and tax compliance rules. Legal specialization is essential: Telecom law requires industry-specific expertise; general counsel may not anticipate emerging risks like robocall mitigation enforcement. Ecosystem thinking: The CommLaw Group, together with its companion Compliance Group, blends legal and consulting services—providing scalable options from fixed-fee compliance work to high-level legal strategy. Growth through guidance: Beyond avoiding penalties, effective legal partnerships help providers navigate expansion, M&A, and new market opportunities. As Marashlian stressed, the pace of technology far outstrips regulation. Providers that invest in experienced legal and compliance partnerships are better positioned not only to survive but to thrive. Learn more at The CommLaw Group.

The Chad & Cheese Podcast
Workday Shopping Spree & iCIMS' Panic Buy

The Chad & Cheese Podcast

Play Episode Listen Later Sep 19, 2025 69:42


Buckle up for The Chad & Cheese Podcast, where Joel Cheesman, Chad Sowash, and Maureen Clough dive into HR's wildest waves with their signature no-filter banter! This episode tackles the HR tech consolidation frenzy: Workday's $1.1B Sana acquisition, paired with recent Paradox and Flowise buys, signals a bold AI-driven strategy to streamline everything from sourcing to onboarding with a slick, unified dashboard. It might be Workday's “peanut butter and jelly” integration but execution's the key. Meanwhile, iCIMS grabs Apli (or is it Aptly? Nobody knows! Not sure it matters) for frontline hiring, but it may be a desperate “last girl at the bar” move to keep up in the conversational AI race. The crew also mourns layoffs: Fiverr's 250 job cuts and ZipRecruiter's axing of 80 in Israel, with Chad slamming Zip's post-IPO pivot to a dud chatbot, Phil, and Mo decrying Fiverr's dystopian AI push that kneecaps freelancers. Gen Z's “revenge quitting” and “great lock-in” trends spark debate—Mo and Chad urge caution, while Joel's all “life's tough, kids!” Starbucks' dress code drama (no Crocs, tattoos, or piercings!) ignites a fiery clash: Mo and Chad call it discriminatory nonsense, while Joel insists baristas can just take their hustle to Arby's. Chapters 00:00 Introduction and Podcast Overview08:10 Job Market Challenges for Older Workers11:15 Technology and the Future of Work18:46 Sneak Preview of Chicken Cock Whiskey HQ24:11 Acquisitions in the HR Software Sector29:44 Workday's Strategic Moves and Market Positioning35:00 The Future of Work and AI's Impact41:00 Industry Layoffs and AI Transformation51:25 Gen Z's Workplace Challenges and Trends59:18 Starbucks Dress Code Controversy

Advisor Talk with Frank LaRosa
Financial Advisor Transitions: Don't Get Played on Recruiting Deal Numbers

Advisor Talk with Frank LaRosa

Play Episode Listen Later Sep 18, 2025 38:00


Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--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/

Street Smart Success
650: Co-Warehousing Is A Brilliant, New Concept For Small Business Entrepreneus Who Need Smaller Spaces With Shorter Leases

Street Smart Success

Play Episode Listen Later Sep 18, 2025 29:29


Sometimes the best ideas are the simplest and seem the most obvious in hindsight. Co-warehousing is one of these ideas. Co-warehousing was created for small, often start-up businesses to rent smaller spaces for shorter periods of time. These spaces are typically sub-1000 s/ft, as small as 250 s/ft, which are desirable to entrepreneurs who can be moving out of a home office or storage space, or just starting out. Co-warehousing also offers these tenants shared amenities. Jeff Jenkins, Vice President of Acquisitions for WareSpace, was the second employee back in 2021 and is responsible for expanding the company's footprint nationwide.

TD Ameritrade Network
Serve Robotics (SERV) CEO on Voysys & Vayu Acquisitions, A.I. Applications

TD Ameritrade Network

Play Episode Listen Later Sep 18, 2025 6:03


Ali Kashani returns to Market on Close to talk about how Serve Robotics (SERV) will use its acquisitions of Voysys and Vayu to improve its robots. The combined technology will utilize A.I. and apply data to the company's robots. Ali also talks about how the company will apply all of this to top and bottom line growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alex & Annie: The Real Women of Vacation Rentals
Preserving People, Culture, and Legacy: Inside Nocturne's Acquisition Strategy with CEO, Scott Wiseman

Alex & Annie: The Real Women of Vacation Rentals

Play Episode Listen Later Sep 17, 2025 48:32 Transcription Available


Send us a message!What does it take to scale luxury vacation rentals while protecting the legacy of the brands that built them?In this episode, Alex & Annie welcome back Scott Wiseman, CEO of Nocturne Luxury Villas, for an inside look at how Nocturne approaches acquisitions in the luxury vacation rental space. Instead of treating acquisitions as one-size-fits-all deals, Scott explains how his team works with founders to create personalized exit plans that honor their legacy, protect employees, and keep guests at the heart of the business.We discuss:1️⃣ How Nocturne has grown to nearly 1,200 homes across six markets2️⃣ Why culture and relationships are as important as financial outcomes3️⃣ How Nocturne's concierge services give vacation rentals an edge over resorts4️⃣ What he sees ahead for the luxury travel sector5️⃣ Honest advice for owners considering selling their businessScott brings a grounded, people-first perspective to what's often seen as a purely financial process. His approach reminds us that growth can happen without losing the heart of a company — its people, its culture, and the relationships that built it.Connect with Scott Wiseman:LinkedIn: https://www.linkedin.com/in/scottfwiseman/ Connect with Nocturne:Website: https://www.nocturneluxuryvillas.com/ ✨ Exclusive Offer to Alex & Annie Listeners:Get free onboarding when you partner with Xplorie! Valid through November 30, 2025.

RBN Energy Blogcast
Let's Wait Awhile - E&Ps Worried About Oil Prices Keep Spending in Check as Acquisitions Boost Output

RBN Energy Blogcast

Play Episode Listen Later Sep 17, 2025 15:19


21 Hats Podcast
In Four Years, This Will Be Your Business to Run

21 Hats Podcast

Play Episode Listen Later Sep 16, 2025 52:26


This week, Jaci Russo and Sarah Segal wrestle with a question that haunts many entrepreneurs: How do you bring your kids into the business—whether for a summer or for good—without messing up the business (or the kids)? For years, Jaci and her husband Michael quietly hoped their son Jackson might one day take over their marketing agency. Their unusual strategy? Never mention it to him—at least not until he'd demonstrated interest and not until he'd proven himself somewhere else. The approach seems to have worked: Jackson has joined BrandRusso, and Jaci has told him he'll take over in four years. Which prompted Sarah to ask Jaci an obvious question, “What happens if he takes over, and he does a bad job?” As it happens, Jaci and Michael have thought about that, too. Plus: Jaci and Sarah discuss the merits of the new tech trend, especially hot in San Francisco, where more and more people are wearing AI-powered devices that can stealthily transcribe every conversation they have.

Inside the Birds: A Philadelphia Eagles Podcast
Howie Roseman Showing His Urgency To Repeat With Rash Of Trades, Acquisitions

Inside the Birds: A Philadelphia Eagles Podcast

Play Episode Listen Later Sep 11, 2025 41:27 Transcription Available


ITB hosts Adam Caplan and Geoff Mosher go inside all the recent Eagles moves and the injury situation headed into Week 2 vs. the K.C. Chiefs, and why Howie Roseman's roster actions are so urgent. #philadelphiaeagles #eagles #flyeaglesfly #howieroseman #jalenhurts #jalencarter #saquonbarkley #ajbrown #nolansmith #vicfangio #nicksirianni Timestamps0:00 – 6:27 Intro6:27 – 12:27 Za'Darius Smith Signing12:27 – 21:59 Tank Bigsby Trade21:15 – 28:03 Other Transactions28:03 – 35:42 Eagles Injuries35:42 – 40:05 Chiefs InjuriesSUBSCRIBE TO OUR PATREON CHANNEL FOR EXCLUSIVE, BONUS CONTENT NOT SEEN OR HEARD ANYWHERE ELSE!!!: https://www.patreon.com/insidethebirds ► Sign up for our newsletter! • Visit http://eepurl.com/hZU4_nCheck out our sponsors!► My Bookie Promo Code link!: https://bit.ly/joinwithTHEBIRDS► Sky Motor Cars • Visit https://www.skymotorcars.com and tell them Adam and Geoff sent you!►Catch Ray Didinger's new play coming this fall, "Spinner:" https://www.delawaretheatre.org/spinner Follow the Hosts!► Follow our Podcast on Twitter: https://twitter.com/InsideBirds► Follow Geoff Mosher on Twitter: https://twitter.com/geoffpmosher► Follow Adam Caplan on Twitter: https://twitter.com/caplannfl► Follow Andrew DiCecco on Twitter: https://twitter.com/andrewdiceccoHow to access our FULL Podcast:APPLE: https://podcasts.apple.com/us/...SPREAKER: https://www.spreaker.com/user/...NFL insider veterans take an in-depth look that no other show can offer! Be sure to subscribe to stay up to date with the latest news, rumors, and discussions.For more, be sure to check out our official website: https://www.insidethebirds.com.

Cash Flow Connections - Real Estate Podcast
From REITs to Raising Capital: Lessons in Acquisitions, Asset Management, and LinkedIn Growth - E1133 - TT

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Sep 9, 2025 44:48


In this Topical Tuesday episode, I spoke with Gregg Gruehl  who is a seasoned real estate professional with a background in acquisitions and asset management at top real estate investment trusts, and today he serves as an advisor to investors providing institutional quality, underwriting and asset management services to help them evaluate and optimize their deals. Be sure to tune in if you're interested in learning about: Gregg shares his path from multi-generational real estate roots to working in acquisitions and asset management for top REITs like Blackstone and Stag Industrial Key takeaways from managing multi-billion-dollar portfolios, negotiating hundreds of leases, and navigating institutional investment strategies The transition from institutional roles to entrepreneurship—syndications, advisory services, and capital-raising challenges How consistent LinkedIn content helped build deal flow, partnerships, and brand credibility in the real estate space To your success, Tyler Lyons Resources mentioned in the episode: Gregg Gruehl LinkedIn Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre