Podcasts about Due diligence

In this episode, we explore how focusing on the right actions can lead to greater success in real estate investing. Vinney shares insights on wealth building and effective investment strategies that can enhance your passive income. Don't miss out on this valuable discussion that emphasizes doing what truly matters!

Send us a textWelcome back to another episode of Laundromat Resource! In this episode, Jordan Berry dives deep into the crucial steps of valuing and making the right offer on a laundromat. Drawing from personal experience—including the tough lessons learned from overpaying on his very first laundromat—Jordan Berry walks us through a simple yet powerful framework for analyzing laundromat deals. You'll learn the four essential numbers needed to determine a laundromat's value, how to use those numbers to craft a compelling, protected offer, and the key factors that can make or break your investment. Whether you're a first-time buyer or looking to refine your approach, this episode is packed with actionable advice and real-world tools to help you avoid costly mistakes and confidently get into the laundromat game. Grab your notepad—this episode is your step-by-step guide to making smarter laundromat investments!In this episode; Jordan discuss:00:00 Valuing and Buying a Laundromat03:19 Valuing a Laundromat: Key Numbers06:41 "Laundromat Value Analysis Overview"10:17 "Evaluating Laundromat Rent Costs"16:10 "Lease Contingencies for Laundromat Purchase"18:07 Lease Negotiation Tips22:24 "Laundromat Valuation Overview"25:54 "Creating a Compelling Offer"27:33 "Expert Guidance for Due Diligence"

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationJoin Bronson Hill on the Mailbox Money Show for a replay of this powerful Due Diligence Masterclass webinar, where a battle-tested panel shares hard-earned lessons on spotting red flags, avoiding costly mistakes, and protecting capital in today's high-stakes investing landscape.The Panel:Jason HartmanFounder of Empowered Investor and Hartman Media, host of the long-running Creating Wealth Show podcast (one of the earliest real estate investing podcasts). He's a veteran real estate investor, educator, and author focused on income-producing properties, nationwide investing strategies, and helping people build wealth through controlled, direct real-estate ownership.Denis ShapiroFounder of SIH Capital Group, specializing in multifamily and alternative real estate investments. He is the author of a comprehensive guide on alternative investing (often referred to as the "Almanac of Alternative Investing"). Denis has deep experience raising capital, structuring deals, and navigating both successful syndications and painful lessons from fraudulent schemes.Tom BurnsPhysician-turned-real-estate investor and founder of the Rich Life Mastermind. With decades of experience in multifamily real estate, Tom is known for his practical, conservative approach to investing. He emphasizes transparency, market-rate returns, and thorough vetting; he previously presented "How to Spot the Wolf Before the Wolf Spots You" at Bronson's Wealth Forum events.Whether you're a passive investor tired of black-box deals or an operator building trust, this session delivers actionable green/red flags, real-world fraud stories, and mindset shifts to turn obstacles into resilience. Don't invest blind—equip yourself with the tools to see the wolf before it sees you.TIMESTAMPS1:49 - Episode Overview2:57 - Panelist Introductions: Tom Burns, Denis Shapiro, Jason Hartman5:00 - Tide Goes Out: Exposing Weak Deals6:18 - Two Types of Risk: Fraud vs. Exposed Fundamentals8:18 - Poll: Top Fear in Passive Investing8:30 - Tom Burns: Short Memories, Boring Wins, Control Matters10:45 - Jason Hartman: Tolerance for Failure, Commandment #3 - Maintain Control14:27 - Three Risks of Relinquishing Control: Crook, Idiot, High Fees16:05 - Vet Fees Like Mutual Funds19:02 - Tom Burns: Stories of Brilliant Frauds, Be the Irritating Investor21:30 - Poll Results: Fear of Losing Principal21:52 - Bronson: ATM Fund Lessons - Predictable Income, Black Box Red Flags23:04 - Denis Shapiro: Three Ponzi Experiences, Green Flags Overview25:41 - Too-Good-to-Be-True Terms and Over-Glorification of Taxes26:49 - Culture & Direct Access to Operator29:42 - American Greed Traits: Generosity, Charisma, Aspirational Show31:58 - Jason: Marco Santarelli Case Study35:13 - Affinity Group Targeting & Group Vetting Power37:58 - $100K Allocation Lightning Round38:28 - Tom: In-Place Multifamily, Below Replacement Cost39:21 - Denis: Affordable Housing & Hospitality Opportunities40:36 - Jason: Housing (Single-Family Rentals) as Proven Asset41:40 - Green Flags: Transparency, Market-Rate Returns, Simple Structures46:21 - Q&A: Due Diligence Services & Tools50:30 - ClosingJoint the Wealth Forum: bronsonequity.com/wealthConnect with the Guests:Jason Hartman:Pocast: "The Creating Wealth Show with Jason Hartman"Website: https://www.jasonhartman.com/Denis Shapiro:Email: Denis@SIHCapitalGroup.comWebsite: https://sihcapitalgroup.com/Tom Burns:Email: hello@richdoctor.comWebsite: richdoctor.com#DueDiligence#InvestorProtection#RealEstateInvesting#SyndicationRisks#AlternativeAssets#PassiveInvesting#OperatorVetting

BIO: Athena Brownson is a Denver realtor, investor, developer, and former professional skier whose resilience through chronic illness fuels her refined, strategic, and client-focused approach to real estate.STORY: Athena lost $130,000 in her first development project when a builder she considered a friend vanished with the upfront funds. Her trust and incomplete due diligence led to a total loss, teaching her that personal relationships can create dangerous blind spots in business.LEARNING: Due diligence is non-negotiable. Trust is a liability. “A simple conversation with someone that we know, like, and trust is invaluable, because they can point out to us the blind spots that we may have missed in our excitement.”Athena Brownson Guest profileAthena Brownson is a Denver realtor, investor, developer, and former professional skier whose resilience through chronic illness fuels her refined, strategic, and client-focused approach to real estate.Worst investment everAthena Brownson entered her first development project with confidence and a seemingly dream team. With a 45-year veteran developer—her father—by her side, she felt prepared. She had saved diligently, owned the land, and chose a builder she'd known for three years, a dear friend's business partner.After multiple interviews where her father asked all the right questions, they felt secure. They signed a contract and paid $130,000 upfront for site clearing, asbestos abatement, and foundation work.Initial excitement turned to unease as progress was glacial. A blue fence went up, and some abatement started, but then communication stopped. Phone lines went dead. Subcontractors began calling Athena directly, asking why they hadn't been paid.The devastating truth emerged: the builder had vanished with the funds. Athena later discovered she was one of eight victims of the same scam. Despite her real estate expertise and her father's decades of experience, they had been outmaneuvered by a trusted contact.Lessons learnedDue diligence is non-negotiable: Trust is not a replacement for verification. Athena's key takeaway was the need for exhaustive due diligence: calling not just a few references, but a comprehensive list of past and current clients to hear the unfiltered story of their experiences.Friendship clouds judgment: A personal connection created a dangerous blind spot. It made her and her experienced team less likely to probe aggressively or assume the worst, a bias scammers often exploit.Assume the worst, hope for the best: The mindset must shift from “I trust you until you prove me wrong” to “Show me consistent, verifiable proof that you are trustworthy.” In business, healthy skepticism is a necessary form of self-defense.Measure twice, cut once: This adage applies to money and contracts. Double and triple-check every detail, every claim, and every line item before funds change hands.Andrew's takeawaysMoney is life energy: Andrew referenced the classic book Your Money or Your Life, emphasizing that money represents hours of your life traded for it. Guarding it fiercely is an act of...

Understanding common errors in business acquisitions and integrations New Livestream guest- Mark Sims I'm happy to have Mark join me on a live broadcast. He's spent years helping private equity firms do due diligence and integration work on new acquisitions. Tune in and as we'll be discussing what small business buyers can learn from his stories and experiences. This is a ‘must see event' for anyone who wants to buy a business. Be sure to join live so that you can ask questions, replay will be available. We'll be going live Monday Febraury 02, 2026 at 1PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com

In this Strategy Saturday episode, Charles Carillo breaks down how investors can identify deferred maintenance during property walkthroughs before going under contract. You'll learn how to spot hidden repair issues, what major systems to inspect first, and how to budget correctly for potential problems during multifamily due diligence. This episode focuses on practical, real-world walkthrough insights, not turning you into a property inspector, but helping you know what to look for and who to hire. In this episode, we cover: What deferred maintenance really means for investors Walkthrough red flags most buyers overlook How roofs, plumbing, electrical, and HVAC issues impact underwriting Why water damage is one of the biggest hidden risks How deferred maintenance affects insurance costs and liability Using walkthrough insights to price offers and negotiate confidently Whether you're a first-time multifamily investor or already buying apartment buildings, this episode will help you avoid costly assumptions and make better-informed decisions. Links Referenced in Episode: SS161: What is Due Diligence in Real Estate - https://youtu.be/c_IajLHirNc Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

Welcome to this episode of the Monday Money Coaching Call. Look, it is absolutely freezing here in Austin, Texas. We are talking 18 degrees, which basically means the entire state shuts down because—let's be honest—nobody here knows how to drive on ice. So, while the roads are slick, we are chilling inside where the coffee is hot, and the deals are even hotter.If you missed our massive livestream this past Saturday, don't worry. We spent over two hours breaking down a tape of 3,067 non-performing first liens. But for today's coaching call, I wanted to peel back the onion a little further. We are doing a deep dive specifically into the remaining 200+ Texas assets. Why Texas? Because it's the fastest foreclosure state in the country, and when you combine speed with equity, you find the magic.In this episode, I'm walking you through my exact process of filtering a massive spreadsheet—hiding the columns that don't matter (looking at you, "QM Flags") and highlighting the ones that equal profit. We take a serious look at a specific asset in Tyler, Texas. This isn't just looking at numbers; we become digital detectives. We look at the borrower's emotional equity (solar panels and garden gnomes count!), the "Zillow Zombie" values, and even do a Google search that reveals the heartbreaking backstory of why the borrower likely defaulted.We also tackle the difference between chasing "Subject To" deals versus buying the Non-Performing Note. Spoiler alert: You aren't getting a massive discount on a note that is only 90 days late. We run the math on calculating yields, determining legal balances, and deciding when to aim for a re-performing note versus when to accept that a property is headed for foreclosure (like a massive upside-down property we found in Dripping Springs).In this episode, we cover:The Texas Deep Freeze: Why staying off the icy Austin roads is the best investment decision you can make today.The 3,000 Note Breakdown: A recap of the massive tape we analyzed on Saturday and where to find the remaining opportunities.Geographic Breakdown: Mapping out opportunities from the Panhandle to the Valley, including Dallas, Houston, and the Piney Woods.Spreadsheet Mastery: How to filter data efficiently—calculating estimated legal balances, equity percentages, and hiding useless columns.The Tyler, Texas Case Study: A full breakdown of a property with 82% equity, analyzing photos, tax records, and potential 17-19% cash-on-cash returns.The "Human" Element: How a simple Google search revealed a borrower's personal tragedy and how that informs our strategy.Bankruptcy & Foreclosure Plays: Analyzing a deal in Montgomery, TX involving a bankruptcy plan, and a luxury builder home in Dripping Springs that is $200k upside down.Sub2 vs. NPN: Why buying the note makes more sense than a Subject To deal when the borrower is 6+ months behind.Texas Foreclosure Trends: A look at Roddy's List and current numbers in Travis, Bexar, Dallas, and Harris counties.Look, it might be 20 degrees outside, but these yields are keeping us warm. Whether you are looking to get a borrower back on track with a modification or taking a property back in a fast foreclosure state, the opportunity is right there in the data. You just have to know how to filter for it.Make sure you grab the updated spreadsheet from the Basecamp repo (I'll add the formulas so you don't have to do the heavy lifting). If you are catching the replay, go back and watch the Saturday breakdown, and then join us live next time at NoteNightInAmerica.com.Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe No

In today's RaiseMasters Radio episode, Pat sits down with Jodi Satkunam to talk about the real importance of due diligence, the hard lessons learned from early mistakes, and how building the right systems and relationships can completely change the way you raise capital and scale your portfolio. Tune in to hear the key insights every capital raiser needs to know. Resources mentioned in the episode: Jodi Satkunam 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

As we enter into this new phase of abundance it's so important to remember to do your due diligence.    Just because someone has something for you to buy into doesn't mean it's guaranteed to return.    Before you jump into investments in this season of abundance, be sure to research.    Ask questions.     Ask more questions.    Verify.     Ask questions again.    Ask for proof.    Verify again.    And as it pertains to funds, those who are fund raising are not in the refunding business and many times they tell you up front there is no guarantee of a return on your investment.    Stay sharp.    Stay liquid.    Start a 401K or an IRA for yourself that way if you have to liquidate, you can flow money back to you with ease.    About the ReWire Podcast   The ReWire Podcast with Ryan Stewman – Dive into powerful insights as Ryan Stewman, the HardCore Closer, breaks down mental barriers and shares actionable steps to rewire your thoughts. Each episode is a fast-paced journey designed to reshape your mindset, align your actions, and guide you toward becoming the best version of yourself. Join in for a daily dose of real talk that empowers you to embrace change and unlock your full potential.    Learn how you can become a member of a powerful community consistently rewiring itself for success at ⁠⁠https://www.jointheapex.com/⁠⁠   Rise Above

What does it really take to acquire 26 SaaS businesses—and keep them growing? In this episode, Jaryd Krause sits down with SaaS M&A professional Guillaume Lussato for a behind-the-scenes look at how successful software acquisitions actually happen. Guillaume breaks down his unconventional path from software sales at a cybersecurity company to sourcing and closing deals at Constellation Software, one of the most disciplined acquirers in the SaaS world. Guillaume reveals why the best SaaS acquisitions aren’t rushed deals but relationships built over years. He shares how patience, credibility, and consistent founder outreach led to his first acquisition at SaaS Group—a low-profile digital calendar tool called DacBoard—and why targeting under-the-radar SaaS companies can unlock outsized opportunities. The conversation dives deep into today’s hyper-competitive M&A environment, including how to stand out when every founder is being pitched. Guillaume unpacks the red flags most buyers miss, from risky customer concentration to weak net dollar retention, and explains SaaS Group’s clear acquisition framework—capital-efficient, product-led growth businesses with strong fundamentals. The episode wraps with a powerful discussion on how to balance organic growth with acquisitions, avoid overextension, and make smarter strategic decisions when scaling a portfolio of software companies. If you’re serious about SaaS acquisitions, this episode is a must-watch. Click through and watch the full video to learn exactly how Guillaume evaluates, sources, and scales SaaS businesses. Episode Highlights 02:52 Transition from Sales to M&A Origination 05:52 The Art of Deal Sourcing 09:04 Evaluating Founders and Their Businesses 11:47 Understanding Acquisition Criteria 15:10 Growth Strategies: M&A vs. Organic Growth 18:00 Identifying Red Flags in Due Diligence 21:06 Navigating Operational Complexity 23:57 AI Risks and Opportunities in Software 27:06 Balancing Capital Allocation and Diversification Key Takeaways ➥ You need to build relationships, build trust, build credibility. ➥ It can take a really long time to acquire a business. ➥ We try to identify red flags as early as possible. ➥ We don't manage our portfolio through spreadsheets; we're not finance people. ➥ Should we buy it? Why? For how much? About Guillaume Lussato Guillaume Lussato is a senior business development and M&A professional at saas.group, where he helps identify, acquire and scale profitable B2B SaaS companies. He hosts discussions on SaaS M&A, growth, and founder transitions and frequently speaks at industry events about how to grow without VC and what makes SaaS acquisitions succeed or fail. Guillaume focuses on sourcing deals, operational playbooks for scaling post-acquisition, and practical insights that matter to anyone buying online businesses to replace income, scale a portfolio, or prepare for exits. Connect with Guillaume Lussato ➥ https://www.linkedin.com/in/guillaumelussato/ Resource Links ➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Google Ads Service - https://buyingonlinebusinesses.com/ads-services/ Buy & Sell Online Businesses Here (Top Website Brokers We Use)

Born out of the 2020 lockdowns, Alts.co has grown into a unique platform offering access to unconventional asset classes, including tequila barrels, sports ventures, and K-pop music rights. But how do you promote alternative investments like these without getting lost in the hype?A conversation with Stefan von Imhof, CEO of Alts.co.We covered:* How to deal with the fact that you can't be an expert in everything* The power of community and decentralized due diligence* The right risk-return profile for Alts offeringWatch it on YouTube or listen on all podcast apps.A few quotes from our conversationTrust vs Fun Trust is earned slowly but surely, and you can lose it like that if you're not careful. But that's why we're careful. And so, it feels good. It feels really good to bring great deals to the community. And yeah, if we have stories to tell on top of it, fantastic.I've asked Stefan a few questions about what I call “investing beyond returns”, because investing is not multi-dimensional; topics for dinner conversation, status, learning, etc., all matter. But it turns out that the answer is more boring than I was hoping. Returns matter more than anything else, and trust is built on returns.That Tequila TripWe've been to Mexico twice now. We've been working with our tequila dealer, and yes, he's as cool as he sounds, but we've been working with Miguel for about a year before this. And then as we matured as a company and realized tequila really is a great investment. It has all the same appreciation as wine and whiskey, without the wait. Tequila goes from Blanco to Reposado, to Anejo, to extra Anejo in three and a half years, and you're out. I was a bit obsessed about something that sounded too much fun to be a sound investment: a tequila tasting and investing trip to Mexico. It turns out that meeting people, visiting locations, are just a normal part of a thorough due diligence, a topic that kept coming back in the conversation.The Right Risk-Profile It's tough to get our community excited for anything under like 12%, roughly. I would say the sweet spot is like 13 to 18%. The area above 20%, people just start   getting skeptical.  It sounds like b******t.And then it's got to have downside protection.Stefan also added that they don't offer startup investments and avoid Equity risk for the same reason. This brought me back to the issue I expressed with YieldStreet Willow Wealth: the most toxic offering for retail investors is a high headline yield, combined with a high level of risk (such as equity tranches) hidden in the footnotes. More information about Stefan & Alts.co:Alts.co https://alts.co/Stefan on LinkedIn: https://www.linkedin.com/in/stefanvonimhof/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.George LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/Related episodesYieldstreet (now Willow Wealth): Leyla Kunimoto: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Make your startup investor-ready with fractional CFO Armine Alajian in this episode of Zero to CEO. Discover the financial foundations every startup needs to attract funding, pass due diligence, and scale with confidence. Armine shares how clean books, KPI tracking, and smart forecasting can help founders avoid costly mistakes and secure better deals from investors.

Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mike Johnson, Beau Morgan, and Ali Mac react to a report from NFL insider Tom Pelissero that John Harbaugh and the New York Giants are still working through some details in his five-year $100 million-dollar contract, and that a deal could get done in the coming hours, but Harbaugh is still doing his due diligence.

HR1 - Matt Ryan, Falcons must balance doing due diligence & not watering down vision In hour one Mike Johnson, Beau Morgan, and Ali Mac quickly touch on some of the biggest headlines around the local and national sports scene, react to the Atlanta Falcons announcing that they have completed interviews with Green Bay Packers Defensive Coordinator Jeff Hafley and Chargers Defensive Coordinator Jesse Minter for the organization's head coach position, explain why they think the Falcons interviewing a lot of head coach candidates may water down their vision, let you hear Senior NFL Insider for ESPN Adam Schefter give the latest update on Matt LaFleur's contract situation with the Green Bay Packers on The Pat McAfee Show, react to what Schefter had to say, explain why thinking LaFleur will become available is wishful thinking, talk about how the Falcons should still definitely go after LaFleur if he becomes available though, and talk about how the Falcons probably won't be able to outbid any other team that are interested in getting LaFleur. Mike, Beau, and Ali also preview Monday night's National Championship game between Miami and Indiana, explain why they think Miami winning the National Championship is better for the college football brand, but Indiana is the team that deserves to win, react to the latest and biggest college football headlines, and then close out hour one by diving into the life of Ali Mac in Ali's Mac Drop!

In this week's episode of "Maximize Business Value," Nicole Rose Yen guest stars for a conversation with our host, Amy Morin! Listen in as they discuss the importance of strategic due diligence. You can follow Nicole on LinkedIn or reach her on her website: nicoleroseyen.com Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #NicoleRoseYen #Aerial #DueDiligenceGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Nicole Rose YenNicole Rose Yen is the CEO & Founder of NRY Advising, a bootstrapped firm delivering accounting clarity and strategic insight to scaling businesses. She's captained NRY to year-over-year growth of 30–50%, offering both fractional advisory services and hybrid FTE roles that blend compliance precision with executive-level strategy. Known for her grit, creativity, and vision, Nicole is building toward a $15M roll-up that integrates finance, HR, and operations into a plug-and-play back office platform for ambitious businesses.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In corporate development and finance, the excitement of an acquisition often masks the underlying risks. Financial Due Diligence (FDD) is the structured investigation into a company's total financial health. It is the crucial "forensic" step that moves a deal from celebration to investigation, determining whether a transaction is a winning strategy or a multi-billion dollar mistake.The 5 Pillars of Financial Due DiligenceTo assess risk and validate value, finance teams focus on five critical areas in the financial data room:1. Quality of Earnings (QoE)This is the bedrock of FDD. It separates "accounting profits" from repeatable, sustainable core performance. Teams look for Normalization Adjustments, stripping away one-time legal settlements or non-market salaries to find the true Adjusted EBITDA.2. Revenue and Customer AnalysisHigh revenue numbers can be deceiving. Analysts dig into:Customer Concentration Risk: If one customer accounts for 40% of revenue, the valuation must be discounted due to instability.Churn Rates: Understanding why customers leave and how long they stay.Revenue Quality: Differentiating between recurring contracts and one-time projects.3. Working Capital and Cash Flow HealthThis pillar determines if paper profits convert to usable cash. Red flags include:Accounts Receivable Aging: Customers paying slower and slower, masking potential bad debt.Inventory Turnover: Massive buildups that suck cash out of the business without guaranteed future sales.4. Debt and Off-Balance Sheet ItemsLurking "landmines" can blow up deal economics. Analysts search for:Pending litigation or unknown tax exposures.Underfunded pension liabilities.Environmental cleanup costs.5. Forecast AssessmentEvery target company presents a "conservative" growth story. FDD stress-tests these assumptions by modeling the unit economics (e.g., Customer Acquisition Cost vs. Lifetime Value) and building conservative "downside" scenarios.The Role of FP&A: The Bridge to IntegrationIf you are in FP&A, your role is pivotal. You are the bridge between historical numbers and the forward-looking plan. Your team must:Tear apart growth claims: If a company claims 20% growth, what is the required hiring plan and CapEx?Scrutinize Synergies: Cost synergies (office closures) are reliable; revenue synergies (cross-selling) are highly speculative and should be heavily discounted in models.Final Strategic ThoughtFDD is not a box-checking exercise; it is the firewall that protects shareholder value. Master it by prioritizing the Quality of Earnings and never letting deal enthusiasm override forensic investigation.

Mike Johnson, Ali Mac, and Beau Morgan let listeners call in and talk about what they thought about Matt Ryan's first press conference as the Atlanta Falcons President of Football, and give their take on who they think Matt should hire to be the next Falcons Head Coach and General Manager in the Wake Up Call! Mike, Beau, and Ali also explain why they think the Falcons will do their due diligence on Mike Tomlin, but it's unlikely that he'll be the Falcons next head coach.

-AI and Financial Markets (0:11) -AI Compliance and Claude Code Incident (2:56) -Trump's Claims and International Law (9:20) -Trump's Aggressive Foreign Policy (22:04) -Trump's Threats to the Federal Reserve (34:14) -Trump's Tariffs and Economic Impact (41:35) -Trump's Impact on Global Relations (45:22) -Trump's Vision for America (47:53) -Trump's Economic and Political Strategy (1:08:55) -Trump's Impact on American Society (1:09:50) -Economic Challenges and Job Market Changes (1:10:06) -Impact of AI on Various Industries (1:27:56) -Adapting to AI and Future Job Prospects (1:30:39) -Robotics and Automation in Society (1:43:31) -The Role of Creativity and Human Skills (1:53:01) -Financial Advice and Debt Management (2:02:27) -The Power of Asking and Building Relationships (2:21:35) -Resilience and Adaptability in a Changing World (2:22:04) -Final Thoughts and Encouragement (2:22:54) -Reinventing Ourselves and the Power of AI (2:24:48) -The Power of Ask and Supernatural Help (2:34:37) -The Year of the Mirror and Technological Discernment (2:36:47) -Due Diligence and Trustworthy Information (2:45:41) -The Story of Todd and Yana's Love (2:51:50) -Future Plans and Technological Innovations (3:02:30) -Closing Remarks and Final Thoughts (3:03:29) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

1.13.26 Hour 1 1:00- Longtime Steelers head coach Mike Tomlin has stepped down and will no longer be the head coach for the Steelers. 20:45- With a lot of sexy head coaching names on the market, should Washington do its due diligence?

With a lot of sexy head coaching names on the market, should Washington do its due diligence?

In this episode of AML Conversations, Elliot Berman is joined by Christopher Sindik, Senior Director of Third‑Party Risk and Due Diligence at Blue Umbrella, for a deep dive into the Foreign Corrupt Practices Act (FCPA) and the recent deferred prosecution agreement involving Tigo Guatemala, Millicom, and the U.S. Department of Justice. Elliot and Christopher break down how the misconduct unfolded, why the joint‑venture structure created an environment ripe for corruption, and what lessons compliance professionals can draw from the case. The conversation explores practical strategies for strengthening third-party risk management, including intrinsic and acquired risk factors, enhanced controls for high‑corruption jurisdictions, and the critical role of data analytics and AI in detecting anomalies. They also discuss the importance of tone from the top, resource allocation for compliance programs, whistleblower protection, and how companies can ensure that legitimate services are properly documented and auditable. The episode highlights how proactive self-disclosure and robust compliance frameworks can significantly impact outcomes in enforcement actions.

Ed and Clay discuss the explosion of IDP entrants in the AI document processing and data analysis marketplace, cover questions and considerations when assessing the viability of an IDP solution, vetting demos, and review a helpful tool for performing IDP due diligence.

Today's episode is all about real estate, straight from the questions you asked during our recent live webinar. We dig into Real Estate Professional Status, short term rental rules, and how the tax benefits actually work across direct properties, syndications, and private funds. We also tackle REITs, including whether target date funds are enough, other Vanguard options beyond VNQ, and where REITs belong in your portfolio from a tax perspective. We also discuss if you really need real estate at all, and how do syndications, funds, and real estate debt compare in the real world. Questions from the Real Estate Webinar: -What does due diligence actually mean? -For the short term rental REP loophole can you still spend more than 100 hours doing a different job, any qualify? -Please go in more detail about short term and opportunity tax loopholes. Any specific resources? -Can the tax benefits of REPs apply to your whole portfolio? ie. direct real estate and private investments? -If you become a real estate professional, for rentals, do you still have to be picked up by a brokerage or can you be the brokerage? -Can you benefit from bonus depreciation to offset your w-2 income in syndications and private real estate funds and does this require REPS? -Are there other REITs with vanguard other than VNQ that may not only include large commercial properties? -If you are going to invest in REITs, where is the best place to purchase those funds? 401? Taxable account? Roth? HSA? -Am I leaving money on the table if I don't invest in real estate in some way? -What are pros & cons of investing in RE Syndication vs Fund vs RE Debt Locumstory.com is a free, unbiased educational resource about locum tenens – it's not a staffing agency. They help answer your questions about the how-to's of locum tenens work on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Locumstory.com is where you should go to find out if locums makes sense for you and your career goals. Locumstory is unique because it's more of a peer-to-peer platform, with real physicians sharing their experiences and stories – both the good and bad – about working locum tenens – hence the name, "Locum-story." See for yourself on their self-service platform with no obligation. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 WCI Podcast #453 09:27 Due Diligence in Real Estate 14:12 Goodman Capital Interview 24:35 REPS - Real Estate Professional Status 34:26 REITs - Real Estate Investment Trusts 42:06 Should I Invest in Real Estate? 47:22 Real Estate Syndication vs. Equity Fund vs. Debt Fund

In this live session from a recent SDAC Knowledge & Network Event hosted at Mintz Law's office, investor Neal Bloom and corporate attorney Sebastian Lucier pull back the curtain on what due diligence really means for early-stage startup investing.Whether you're a founder preparing to fundraise or an aspiring angel investor doing your first deal, this session is packed with sharp insights and war stories - from spotting red flags on cap tables to identifying green flags that signal breakout potential.Moderated by Cathy Pucher, this conversation offers a rare dual lens: from the investor side and the legal side.Key Topics Covered:* Why due diligence is different for early-stage companies* How to structure founder equity and employment terms the right way* Why investor scorecards work best as conversation tools, not decision tools* When to walk away - even after doing the work* How investors stay involved after the check clearsConnect on LinkedIn:* Sebastian Lucier – Mintz* Cathy Pucher – SDSU ZIP Launchpad* Neal Bloom – Rising Tide Partners This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

Send us a textIn this empowering episode of Living the Dream with Curveball, we sit down with Matt Raad, a digital investor and educator who specializes in helping individuals break free from the 9 to 5 grind. Matt shares his inspiring journey from struggling with traditional business models to discovering the lucrative world of online investments and digital assets. He explains how he and his wife transitioned from owning bricks and mortar businesses to thriving in the digital space, highlighting the freedom and leverage that comes with online entrepreneurship. Listeners will learn about the essential skills needed to succeed, the mindset shifts required to transition from employee to entrepreneur, and the common pitfalls beginners face when starting an online business. Matt also shares success stories from his students, including Ashleen, who transformed her life by building and managing online businesses. This episode is packed with actionable insights and strategies for anyone looking to create financial freedom through digital investing. Don't miss out on this opportunity to gain valuable knowledge that could change your life! Discover more about Matt and his work at www.ebusinessinstitute.com.auSupport the show

Send us a textWhat separates the enduring capital raisers from the ones who fade?In this candid exchange, the panelists share their most painful lessons, from misaligned partners and unrealistic timelines to communication breakdowns.An honest roadmap for founders learning how to build sustainable trust under pressure.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#Entrepreneurship #InvestorLessons #CapitalRaising #Leadership #FamilyOfficeClubhttps://familyoffices.com/

This is an Impact Pricing Blog published on October 27, 2025, turned into an audio podcast so you can listen on the go. Read Full Article Here: https://impactpricing.com/blog/what-pe-firms-miss-in-pricing-due-diligence/ If you have any feedback, definitely send it. You can reach us at mark@impactpricing.com.  Now, go make an impact.   Connect with Mark Stiving: Email: mark@impactpricing.com LinkedIn: https://www.linkedin.com/in/stiving/  

Join the brand new season of Elite Finance Podcast with Kaushik, with Greg Giordano, from Veritas Capital, one of the leading technology & services Private Equity firms in the world! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world245 | Greg's Intro350 | Greg's Experience with Onefinnet500 | What does Veritas Actually Do700 | What does it Look Like to Work in Private Equity900 | Different Kinds of Private Equity Firms1100 | What Goes in Minds of Private Equity Investors1300 | Best Practices of Due Diligence for Private Equity Firms1500 | How to Overcome Large Risks in Private Equity1710 | Strategies Employed in Private Equity2000 | How does a Private Equity Deal Look Like2240 | Private Equity : How does Value Addition Work2510 | Private Equity : Kinds of Exit Strategies2845 | Promising Market Sectors for Next 5 Years3100 | Competition : How to Standout from other Private Equity Firms3350 | Deal Sourcing : How does a Deal Lands with a Firm3600 | Importance of Teams : How is a Team Formed3850 | How to Build a Skillset for Private Equity Operator4110 | Role & Impact of Technology in Private Equity4345 | Future of AI and Human Capital in Finance Industry4630 | Balancing Short-Term & Long-Term Investments 4935 | How to Standout as Candidate for Private Equity5225 | Early Careers : How to Standout as an Analyst5530 | Potential Candidate : Important Factors to Standout5850 | How does Operational Sides of Private Equity Look Like10130 | Challenges You Face in Private Equity10355 | How does MBA help in Career10700 | One Piece of Advice10845 | Ending Note

Welcome back to The SaaS CFO Podcast! In this special end-of-year episode, host Ben Murray is joined for the third time by Jim Williams, Managing Director at GLC Advisors, for an in-depth update on the state of the software M&A and capital markets. Ben Murray and Jim Williams dive into what's really happening in SaaS dealmaking, cutting through the social media noise to explore trends in deal volume, valuations, and what truly makes a quality asset in today's market. They discuss why 2025 felt “steady but not spectacular,” how founders can position their businesses for attractive outcomes, and the continued importance of the fundamentals—think retention, growth, and profitability. Jim Williams shares what buyers are looking for, why clean financials and clear revenue models are deal breakers, and what to expect if you're planning to sell in the near future. Plus, they touch on timely topics like the shifting impact of AI, earnouts, deal structures, and preparing for due diligence. Whether you're a SaaS founder, CFO, or simply want a no-nonsense perspective on the M&A environment, this episode is packed with actionable insights and predictions for 2026—straight from the front lines of the software dealmaking world. Let's jump in! Show Notes: 00:00 "2025: Steady Market Trends" 03:33 "Deferred Deals and Future Growth" 08:38 "Evaluating Business Revenue Models" 10:55 Evaluating Recurring Revenue Quality 15:55 "Contextualizing Seasonal Business Metrics" 19:10 Renewal Rate and Visibility Challenges 20:50 "Clarity in Business Value Proposition" 23:17 "Misaligned Business Metrics Unveiled" 28:33 "Platform vs. Add-On Trends" 32:46 "Fair Earnouts and Deal Terms" 35:55 Equity Rollover and Founder Involvement 39:19 "Deal Delays and Due Diligence" 41:53 "Preparing Financials for SaaS Market" 45:45 Strategic vs. Sponsor Buyer Perspectives 50:25 "Achieving Product-Market Fit Fundamentals" 51:41 "Early-Stage Funding Uncertainty" 55:25 "Open, Accessible, and Supportive" Links: Jim Williams LinkedIn: https://www.linkedin.com/in/james-williams-5754953/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Friday Dec 19, 2025 UnPacking Live on WURD 96.1 FM/900 AM wurdradio.com/shows/unpacking-with-eric-cole/ 07:44 Philadelphia Housing Authority brings affordable housing to center city and pushback from community. TRIGGER WARNING 16:12 2 Year Old Key'Monnie Bean unalived in South Philadelphia; Boyfriend arrested, but mother was not even though present during the incident. 20:23 Lola from Jenkintown calls in 25:58 Icebreaker with Marquise 27:24 UnPacking Keepin' it a Bean Podcast, Leroy's Blend and Due Diligence with Marquise 28:11 Roz from North Philly calls in

In this holiday edition and season finale of Between Bombs Ep. 320 Callbacks, Dan and Larry go back to their conversation with Cori Stewart to break down the unspoken rules of hosting and producing comedy. We talk about why stealing jokes, even as an intro, is a fast way to lose trust, how bringing comics up in weird ways derails a show, and why due diligence matters more than last-minute winging it. The big reminder of the episode: you're not the star, you're the manager, and strong callbacks only work when you respect the room and the comics in it.Our SponsorsVisit any of the following sponsors and use promo code "AOBPOD" at checkout to receive:20% off an item at Liqure Gummies: https://liqure.com/15% off an item at Old Glory: https://oldglory.com/20% off an item at Aspire Drinks: https://aspiredrinks.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/the-art-of-bombing-a-comedy-podcast--5788059/support.Art of Bombing:"Nobody Had a Podcast Called The Art of Bombing" Theme by John Hult https://johnhult.bandcamp.com/album/half-a-life-to-recoverWebsite: http://artofbombingpod.comLinks: https://linktr.ee/artofbombingpodBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-art-of-bombing-a-guide-to-stand-up-comedy--5788059/support.Hosts:Dan Bublitz Jr: http://www.danbublitz.com/ Larry Smith: https://larrysmithcomedy.com/

By Adam Turteltaub Michael Savicki, Senior Vice President and Chief Risk & Compliance Officer at American Express Global Business Travel (Amex GBT), best known as Amex GBT, knows the challenges and opportunities in merger's and acquisitions. The company  recently completed the acquisition of CWT, a global business travel and meetings solutions provider. In this podcast he shares their playbook for effective due diligence, born out of their experience and the heightened regulatory requirements that they face. Among the insight he provides: Integrate your efforts with the business unit's and work cross-functionally Partner with finance and the commercial team Have a solution-oriented “yes and” mindset Be sure the due diligence process focuses on all the risks: legal, regulatory, operational and reputational Perhaps most importantly: think beyond the transaction. Look to what the acquired entity will need post-acquisition. Embrace the technology that will help get you where you want to be, including AI, which can help spot emerging risks sooner, while freeing your team up to do more strategic work.

Data centers sit at the crossroads of real estate, energy, and technology—and they're exploding in demand thanks to AI and our always-online lives. In this episode of The Alternative Investing Advantage, host Alex Perny talks with Mike Embry of Embry Companies about how investors and developers can capitalize on the data center boom in the Southeast.Mike explains how power, fiber, water, sewer, and politics all shape where data centers get built, what it costs to entitle land, and why a single site can generate 3x the profit of a residential project. They also dive into gray-water cooling, natural gas turbines, redundancy, zoning battles, and why having a “Plan B” (industrial, multifamily, or commercial) is critical on every deal.00:00 Introduction to Data Centers and Real Estate02:15 Mike Embry's Background in Real Estate03:37 The Evolution and Growth of Data Centers05:41 Key Components for Data Center Development07:22 Due Diligence in Land Acquisition11:39 Engaging with Power Companies14:12 Financial Considerations in Data Center Projects16:52 Exit Strategies and Flexibility in Real Estate21:23 Development and Engagement with End Users24:16 Standardization in Data Center Design26:25 The Importance of Fiber Infrastructure35:11 Navigating Political Hurdles in Data Center Development40:30 The Economic Benefits of Data Centers48:53 Connecting with Experts in Data Center DevelopmentSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Mike Embry:https://www.linkedin.com/in/mike-embry-2b009521/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.#DataCenters #RealEstateInvesting #DigitalInfrastructure #AlternativeInvesting #LandDevelopment #AIInfrastructure #CommercialRealEstate #PowerAndFiber #AdvantaIRA #MikeEmbry

Thoughts on Utah's private equity Sports Roulette

Key Takeaways: Rock Dividends: These provide a special way to earn income with fewer taxes, similar to how cash value life insurance pays dividends. Check Stability First: Before investing, it's important to make sure the company is financially strong and dependable. Know the Tax Rules: It's important to understand how these dividends affect your taxes, including how they change your cost basis and how they might lead to capital gains in the future. Smart Reallocation: Moving money from real estate into high-yield, tax-efficient stocks can be a smart choice when market conditions change. Plan with Experts: The discussion highlights how important it is to work with financial advisors and CPAs so you can make informed decisions and avoid expensive mistakes.   Chapters: Timestamp Summary 0:01 Exploring Tax Efficient Income Through Rock Dividends 1:46 Exploring Tax-Free Dividends Through Life Insurance and Preferred Stock 3:59 Exploring Wealth Building Through Bitcoin Treasury Companies 7:09 Understanding Tax Implications and Due Diligence in Investments 10:03 Real Estate Repricing and Investment Strategies for Wealth Growth   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In this week's episode of "Maximize Business Value," Dave Casey continues his insightful conversation with M&A expert John Gorbutt in Part Two of our deep dive into the acquisition process. Building on his vast experience from over 75 mergers and acquisitions, John goes beyond identifying risks to focus on securing and preserving value through the rigorous Due Diligence stage. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #JohnGorbutt #MergersAndAcquisitions #DueDiligenceGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about John GorbuttJohn Gorbutt brings over 45 years of hands-on experience in accounting, operations, and financial leadership, with a track record of executing over 75 mergers and acquisitions. He has developed best practice manuals, due diligence playbooks, and leadership training materials. John's expertise extends to analyzing and designing operational/accounting process flows to identify risks and establish repeatable processes. He has also served as interim CFO/Controller for various companies during transition and acquisition periods. With transferable skills applicable to any industry, John possesses comprehensive knowledge across all functional areas of business management.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

This is Part 1 of our deep dive with Jay Kathol and Ashley Wells, and it's a masterclass in what really happens behind the scenes of bigger real estate deals. Jay and Ashley walk through the highs and gut-punch lows of taking on a 40-unit multifamily, why their due diligence grade was a hard “C-minus,” and what they'd do differently before ever touching another boiler building again.They talk legacy properties, inheriting a deal from family, and why sometimes singles and doubles beat swinging for home runs. You'll hear how they started navigating bad tenants, contractor issues, surprise capital expenses, and a property with a rough reputation—plus how creative financing and buying the LLC instead of just the asset set the stage for what comes next in Part 2.If you're thinking about scaling into bigger multifamily or commercial, start with this episode so you don't learn these early lessons the hard (and expensive) way.

This episode is your essential guide to surviving financial due diligence, the number one hurdle in selling your business. Learn how to prepare your company's books before you go to market, ensuring buyers see a clean, consistent EBITDA that justifies your asking price. Stop leaving millions on the table and discover the expert moves that speed up the process and guarantee a successful M&A exit. View the complete show notes for this episode. Want To Learn More?  Most Common Deal Killers When Selling Your Business Preparing Financial Statements When Selling a Business M&A Due Diligence Preparation Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Rebecca Heun is Managing Director of Aksia LLC where she is a senior leader in their Operational Due Diligence function. She has spent 18 years at Aksia and prior to that held a series of other financial roles. We met during a recent trip to Omaha, and what followed was a fascinating fresh look at the process of operational due diligence as well as a deep dive into financial sector start up life.Our conversation starts with Rebecca's aspirations to be on Broadway, and how some practical realities led to a detour into initially fraud investigations and other back office financial roles. A move to NYC followed and some assertive moves that led to Rebecca ultimately interviewing to be one of the early employees at Aksia, then a bare start up. She helped build the operational due diligence function there and later led Aksia's expansion into London. We dig in to the craft of operational due diligence and the importance of psychology, studying human behavior, the desire to present everything in a glowing and positive light and the importance of both reading between the lines and digging in to motivations and the reasons for certain disclosures. This gets to the essence of fraud, and we learn about the fraud triangle and the circumstances that often have to be in place for fraud to take place.Moving then to the recent phase of her career, we hear about pivots, dialing up and dialing down intensity when necessary, as well as other entrepreneurial urges that she has occasionally listened to. Her latest passion is a focus on health, and the importance of modulating stress so as to focus on the body's balance and resilience.This is a fascinating discussion about a less well understood aspect of the due diligence process.Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.

After a run of White Whales, Old Money, and lots of fresh hops, Alex and Stephen return to the NA space to Power Rank an XL line-up of beers (and a soda) that have popped up in the Beer News in recent months. Sapporo, Paulaner, Years Beer, Rhinegeist Brewery, and Athletic Brewing Company are all represented for this due diligence episode. In the Beer News, A Class of '88 pillar topples as Rogue Brewing abruptly shutters their operations, The Siebel Institute of Technology and World Brewing Academy move to Canada in response to visa operations in the US, and Cigar City ditches aluminum and glass as they sell Jai Alai in a plastic five gallon bucket.    To get involved with the  "Life" International Barleywine Collab, click the link for info about the recipe, BSG discount, and links to help raise awareness of colon cancer.  If you'd like to make a direct donation to help support Alex, head over to his GoFundMe.  For more info about colon cancer and to help support the fight against it check out the Colon Cancer Foundation.  Head to our Patreon for weekly exclusive content. Get the Malt Couture Officially Licensed T-shirt. Follow DontDrinkBeer on Instagram and Twitter.

Hey, investors! Scott Carson here, and I've got a juicy deal that's hotter than a Texas summer! If your lazy assets (and maybe your self-directed IRA) are sitting idle, this is your chance to put them to work on a prime piece of Georgetown, Texas real estate. This isn't some long-haul, snail-paced investment – we're talking a six-month or less turnaround, with conservative numbers figuring in a year!This beauty is one of 48 reverse mortgages we snagged from a hedge fund. The borrower's already passed, HUD's got it cleaned out, and we're looking at a clean, well-maintained property needing just a little lipstick and a fresh coat of paint. Texas foreclosures are fast, and we've got the team ready to rock and roll. This is a potential 10% (or more!) return on your money, secured with a first lien.Here's the breakdown on this Georgetown Goldmine:The Deceased HUD Gem: A clean, 3-bed, 2-bath, 1,348 sq ft home in Georgetown's hot 78628 ZIP code. Borrower deceased, heirs not fighting, property in good shape (interior inspection available!), needs cosmetic updates only – no structural nightmares.The Numbers Make Sense: Current legal balance: $185K. Conservative Fair Market Value: $297K. We're picking up the note for just $170K. Add back taxes and foreclosure costs, and we need $176K in funding. That's over $112K in built-in equity!Exit Strategy 1: Quick Auction Cash! With a 90-day Texas foreclosure and a $191K legal balance (after taxes), a quick auction sale is likely. You get a guaranteed 10% return on your $176K, paid out even if it sells faster than 90 days. We're talking $4,400+ interest in under three months!Exit Strategy 2: REO Flip for Bigger Bucks! If it doesn't sell at auction (our preferred scenario!), we take it back as an REO. An additional $20K for rehab (total $196K invested) for light cosmetic work. Potential net profit of $52K+ with ROI up to 20% if we're doing a one-year prepayment penalty.Due Diligence & Timeline: Full collateral file, realtor CMAs, title update, HUD interior inspection, and exterior video are all available. We're aiming for mid-December funding to kick off a February foreclosure and a March/June sale. Fast, efficient, and profitable!This isn't just another podcast episode; it's a real-time opportunity. We're looking for funding in December, so if you've got an IRA or some passive investment cash ($176K) burning a hole in your pocket, and you want 10% or more, let's talk!For the full due diligence package, comps, and all the nitty-gritty details, reach out directly! Book a call with me at talkwithscottcarson.com or text (512) 585-3810. Let's make some money together before 2026 hits!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Eugene Gershman is based in Bellevue Washington where he specializes in development. His projects are not constrained to the Pacific Northwest. On today's show we are talking about how to choose sites that are candidates for development. To connect with Eugene, you can find him on LinkedIn at https://www.linkedin.com/in/eugenegershman/ or at giscompanies.co-----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Finding a buyer for your business is only half the battle, and due diligence can feel like a daunting hurdle. This episode explores three major trends you can expect in your due diligence process. You'll learn how AI is revolutionizing the process, why specialization matters, and how to get ahead of buyers by doing your own sell-side diligence to get a better price and a faster close.   View the complete show notes for this episode.   Want To Learn More?  M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation M&A Closing Process | A Complete Guide   Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com. —

Protect your family with our 1-minute free parent quiz https://www.smartsocial.com/newsletterJoin our next weekly live parent events:  https://smartsocial.com/eventsEpisode Summary:In this episode of the SmartSocial.com Podcast, host Josh Ochs engages in a detailed conversation with Eric Turman, the Superintendent of the Central Dolphin School District, about the role of AI in education. They discuss the importance of using AI to enhance rather than replace student learning, the challenges posed by digital safety including hidden direct messages, dangerous TikTok challenges, and screen time addiction. Superintendent Turman shares his experiences and insights into how schools can create a balanced approach to technology use, and the importance of parental involvement and clear policies to navigate the digital landscape. Tune in for practical advice and strategies to keep students safe and successful online.Become a Smart Social VIP (Very Informed Parents) Member: https://SmartSocial.com/vipDistrict Leaders: Schedule a free phone consultation to get ideas on how to protect your students in your community https://smartsocial.com/partnerDownload the free Smart Social app: https://www.smartsocial.com/appdownloadLearn about the top 190+ popular teen apps: https://smartsocial.com/app-guide-parents-teachers/View the top parental control software: https://smartsocial.com/parental-control-software/The SmartSocial.com Podcast helps parents and educators to keep their kids safe on social media, so they can Shine Online™

It's … Indicators of the Week! We look at some of the most fascinating economic numbers from the news and bring them to you.On today's episode: The cost of living is outstripping wage growth for most of us, the math behind the Trump administration's proposed 50-year mortgages, and how we're just giving Uber and Lyft free money. Related episodes: Trump's plans for the housing market The Money Illusion: Have Americans really gotten a raise? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy