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In this episode of Keep the Change, Coco sits down with Kate to break down what due diligence (DD) really means: learning how to research opportunities, spot red flags, and make grounded decisions instead of emotional ones driven by FOMO. They open with an investment loss-and-recovery table to show why protecting capital matters like how a 50% loss requires a 100% gain to break even, and a 90% loss requires 900% and why understanding your downside tolerance humbles you, stabilises your emotions, and protects your long-term compounding.Coco and Kate explain how “fantasy vs nightmare” thinking can distort judgement, why time and a second set of eyes help make blind spots conscious, and why you should never feel pressured or “bamboozled” by complex language or sales pitches. They share two real examples: a fund marketed as delivering 20% p.a. from Australian shares, and a leveraged crypto trading fund promoted by influencers claiming 12% per month. For the Australian share fund, Kate outlines practical DD checks: unclear strategy descriptions, guaranteed returns, missing ASIC licensing/registration, investors owning units in a structure rather than the underlying shares, liquidity realities of the ASX (especially for small caps), and a major red flag when the referrer said they “got in trouble” for questions. They also discuss incentives—referral fees, what's “in it” for the person selling it—and why being told not to ask questions is a deal-breaker. Coco notes ASIC later froze the fund's assets and alleged it may be a Ponzi scheme, with some investors reportedly putting 100% of their self-managed super into it and losing everything.In the crypto example, they describe how leverage and a lack of stop-losses led to an intraday volatility event that wiped accounts to zero, with some investors adding more money only to lose it immediately. They highlight behavioural warning signs: inflated hype, promises of replacing income easily, and marketing-driven “instant riches” narratives.The core message: emotions and money don't mix; preserving capital is the first job of an investor; ask hard questions, trust your intuition, diversify, avoid guaranteed returns, and walk away when things feel off. They encourage listeners to bet on themselves, move steadily over time, and not let losses destroy confidence and compounding. They invite DMs for questions, ask listeners to share the episode, and emphasise getting more money into the hands of women who are educated and wise about money for community ripple effects.00:00 Welcome to Keep the Change + What ‘Due Diligence' Really Means01:29 Why Losses Hurt More Than Gains: The Investment Loss & Recovery Table03:54 Staying Grounded: Emotions, ‘Fantasy vs Nightmare,' and Avoiding FOMO07:28 Make the Unconscious Conscious: Blind Spots, Second Opinions, and Taking Time08:53 Real-World Cautionary Tales: Two Investments Going Wrong (Setting the Stage)11:18 Case Study #1 The ‘20% p.a.' Fund: Website Hype, Jargon, and Guaranteed Returns16:27 Regulation & Control: ASIC Licensing, Ownership Structure, and Who Holds the Assets20:30 Don't Go All-In: Position Sizing & Capital Allocation Rules21:32 The Liquidity Reality Check: Why 20% p.a. on Aussie Shares Can Be Impossible23:53 Due Diligence Pushback: ‘Stop Asking Questions' as a Major Red Flag26:31 Structure & Security: Unsecured Investments and ‘Bet on Yourself'27:55 Follow the Incentives: Referrer Fees, Pushiness, and Conflicts of Interest29:55 ASIC Steps In: Fund Frozen, Ponzi Allegations, and the Human Cost32:44 Wrap-Up Principles: Ask Hard Questions If you're after some more goodiesI have a FREE 5-Day Mindset Reset for you called Wealthy Women WinYou can also follow me on Instagram
Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age. In this episode we cover: Due Diligence and Value Creation Investment in Jumio and Identity Verification Growth Expectations and Market Realities Lessons from Netscape and Industry Evolution Investor Responsiveness and Connectivity Guest Links: Eric's LinkedIn Centana Growth Partners' LinkedIn Centana Growth Partners' Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
In this Resilience Unravelled episode, Alexis Sikorsky, a Swiss entrepreneur based in London, recounts building an internet café/ISP in Senegal, fleeing the country with only a suitcase, then returning to Geneva to grow a banking software and internet development business to about $10–11M revenue before the 2008 financial crisis cut 75% of revenue in a day. After years of survival, he rebuilt to breakeven and sold to private equity on an 11x EBITDA deal with 85% cash and 15% earnout, emphasising that PE deals involve uneven information and founders should do diligence on acquirers by speaking to prior CEOs. He discusses why most people shouldn't be entrepreneurs, differentiates “having a job” from owning a company, advises seeking free mentors who've done what you're doing, warns about conflicts with PE-paid advisors and small-company investment banks, explains when to avoid investment unless necessary, and describes his book Cashing Out and his initiative Night Scale to help firms stuck at $5–50M revenue using mission-based, part-time C-level expertise.00:00 Welcome 00:43 From Geneva to Dakkar02:03 Building and Losing It All03:20 Private Equity Exit Playbook06:24 Chairman Life and Retirement09:23 Who Should Be Entrepreneur11:57 Mentors and Real Advice16:14 Due Diligence on Buyers21:30 Investment vs Exit Decisions24:00 Why I Wrote Cashing Out26:05 Night Scale and Growth Plateaus27:49 Social Media Reality Check28:47 Final Thoughts and GoodbyeYou can contact us at info@qedod.comResources can be found online or link to our website https://resilienceunravelled.com
Welcome back to The Journey Podcast. In this episode, we tackle the "Comfort Trap" and the psychological reality of knowing when a relationship is truly over. We dive deep into the concept of Death by 1,000 Cuts, exploring why men often stay for security while their partners may have emotionally checked out months prior. From the "Due Diligence" mistake to the moment the arguments stop and silence takes over, we break down the signs of a relationship that has become a habit rather than a choice. If you feel like you're just "roommates with history," this honest conversation on the fear of leaving and the cost of staying is for you. Join our Patreon for the full two-hour uncut deep dive and exclusive internal episodes.The Journey Podcast Merchhttps://thejourneypodcast.shopEXCLUSIVE AD FREE EPISODEShttps://www.patreon.com/c/TheJourneyPodINSTAGRAMhttps://www.instagram.com/zacharycummings_https://www.instagram.com/thejourneypodcasthttps://www.instagram.com/johnscafiddijrTik Tok https://www.tiktok.com/thejourneypodcast__#TheJourneyPodcast #Relationships #BreakupAdvice #Psychology #DatingTips #SelfImprovement #EmotionalIntelligence #MensMentalHealth #RelationshipGoals #Communication #GrowthMindset
Roger and Annie check in mid-tax-season with a candid look at what's actually landing on desks — from W-2s showing overtime pay coded a half-dozen different ways to clients convinced their entire salary qualifies for the new deduction. They also break down the meal and entertainment changes taking effect in 2026, including why your office coffee pot is now a tax problem.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Mardi Gras Catch Up (01:53) - Tax Season Pulse Check (05:17) - New Tips and Overtime Law (07:07) - Tracking and Payroll Prep (10:58) - New Fees and Tip Confusion (12:46) - W2 Example Box 14 Codes (16:25) - Should We Ask About Overtime (20:36) - OT Premium Smell Test (24:39) - Weird W2 Overtime Codes (27:04) - Pay Stub Premium Math (29:25) - Pay Stub Math Costs (29:55) - Overtime Premium Basics (32:13) - W2 Box 14 Overtime (33:27) - When Details Are Missing (35:35) - Double Overtime Limits (36:18) - Salary vs Overtime Claims (38:36) - Due Diligence and Fees (41:01) - Meals Rules Change 2026 (45:01) - Zero Deduction Office Meals (45:37) - Coffee and Snacks Debate (48:59) - Client Education and COA (51:48) - IRS Paper Checks Ending (55:49) - Wrap Up and Next Steps Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Vendre son entreprise est souvent vu comme la consécration ultime. Mais que se passe-t-il quand le deal de vos rêves se transforme en cauchemar financier ?Dans cet épisode, Tanguy De Bangui analyse le cas de Khaby Lame et sa vente à 975 millions de dollars qui a fait la une des journaux. Derrière les gros titres, la réalité est beaucoup plus complexe : paiement 100% en actions, volatilité extrême, absence de cash... C'est une leçon puissante pour tous les entrepreneurs qui aspirent à vendre leur entreprise un jour.L'analyse se poursuit avec le cas de Malka Media, une entreprise vendue pour 75 millions de dollars où les fondateurs n'ont toujours rien touché des années après. Ces deux histoires révèlent les pièges cachés des fusions-acquisitions (M&A) et l'importance de bien structurer son deal.Au programme de cet épisode :•La vérité derrière le deal à 975M€ de Khaby Lame : pourquoi il n'a PAS reçu cette somme.•Le risque de la "Monnaie Toxique" : le danger des paiements 100% en actions.•Le piège de la clause de "Earn-Out" qui peut vous faire tout perdre.•Les 3 leçons essentielles à retenir avant de signer : Cash is King, Due Diligence sur l'acquéreur, et l'importance d'être bien entouré.━━━━━━━━━━━━━━━━━━━━ QUI SOMMES-NOUS ? ✊
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
This is Part 3 of our 3-part Exit Series.In Episode 175, we addressed clarifying your motivation before going to market. In Episode 176, we unpacked financial readiness, valuation, and Quality of Earnings (QoE).After signing a Letter of Intent (LOI), sellers enter an intense period of risk evaluation where buyers examine financials, contracts, employee retention, operational systems, and legal exposure. Many transactions fail at this stage — not because the business lacks value, but because risk is uncovered, preparation was incomplete, or expectations were misaligned.In this episode, we explain what due diligence actually is, why so many deals fall apart late in the process, how risk discovery leads to retrading, and how deal fatigue and seller overwhelm derail transactions. We discuss owner dependence, key employee concentration, the difference between documented and functioning SOPs, how buyers assess culture and retention, and why legal structure and indemnification exposure matter more than most sellers realize. We also address the most common reason deals fail — seller hesitation — and what due diligence realistically feels like from the inside.If you are considering an exit, this conversation will help you approach the process with clarity, preparation, and realistic expectations.Download the Leadership Guide in the show notes or subscribe to receive it automatically with each new episode release.
Bienvenue dans ce nouvel épisode de Private Equity Vox !
EPISODE 245. Key Takeaways: What due diligence is: The buyer's inspection/audit of the seller's business to confirm the story, financials, contracts, and assumptions made pre-LOI. The emotional shift for sellers: Post-LOI can feel like “we're done,” but diligence is often the most challenging phase and can be exhausting and distracting. Why buyers do it: Risk mitigation and validation, plus identifying upside (synergies, growth investment opportunities, consolidation savings). Common seller mistake: Underestimating diligence and showing up unprepared, both emotionally and operationally. Role of an M&A advisor: First point of contact, ensuring data is clean/defensible, fast response cadence, and pushing back where appropriate. “Scope creep” reality: Multiple outside parties (QoE, tax, legal, integration) often ask overlapping questions, creating a “Groundhog Day” effect without strong process management. Top diligence areas buyers focus on: Revenue quality, customer concentration, contracts/renewals, security posture, key person risk, and scalable delivery model. Retrade risk signals: Business performance softening during diligence, messy financials, messy contracts, or major unexpected changes in the business. Keep momentum (they cite ~90 days as a good diligence window) and don't let diligence distract leadership so much that performance slips. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
In this episode, Aakash Patel shares insights on networking, scaling businesses, leadership, and giving back to the community, with practical tips for entrepreneurs and professionals in Tampa and beyond. As he reaches 14 years in business, he is ready to share his tips for success and how he has been taking on additional roles.Welcome back to the show, Aakash! As You Listen00:00 Introduction and Networking Challenges00:27 The Skill of Being Present in Meetings02:06 Seasonal Business Cycles and Marketing 02:33 Networking Tips and Social Media Strategies03:03 Scaling Challenges and Tips for Entrepreneurs 03:31 Balancing Multiple Roles and Leadership04:10 Community Involvement05:06 Advocacy and Education for Children06:02 Self-Care and Personal Wellness08:49 Advice for New Entrepreneurs09:57 Looking Ahead to 2026 and Growth Goals11:22 Choosing the Right Companies to Work With12:36 Due Diligence in Business Relationships 13:47 Celebrating Tampa Entrepreneurs like College Hunks14:23 Starting Small and Building Connections15:44 Ideal Conversation Partners and Mentors16:43 Prioritization and Focus in Business18:33 Where to Find Aakash
What drives someone to make their very first investment in a company that becomes a unicorn, and how can others follow suit? In this episode, host Marcia Dawood sits down with Jaclyn Johnson—serial entrepreneur, angel investor, and founder of Cherub—to unpack her journey from building and selling companies to becoming a prolific dealmaker and innovator in the fundraising space.Jaclyn Johnson shares her candid story, beginning with her initial leap into angel investing and continuing through her experience with high-profile exits and the founding of Cherub. The conversation also explores the challenges founders face today in fundraising, why many potential angels remain on the sidelines, and how Cherub is transforming access and simplicity for both founders and investors.This episode is a must-listen if you want to learn how successful angels think, discover what's changing in startup investing, or get inspired to start your own journey as an investor or founder. It's packed with practical wisdom and fresh perspectives on how to build a more inclusive and impactful entrepreneurial ecosystem. To get the latest from Jaclyn Johnson, you can follow her below!Jaclyn's LinkedinInvest with CherubCreate and Cultivate Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
Inversionistas de Amplifica Capital y Acelera Latam revelan la verdad sobre los lead investors y qué buscan realmente los fondos en etapas tempranas en LatAm.En este episodio aprenderás:- La diferencia real entre Lead Investor y co-inversionista.- Cómo negociar un term sheet sin perder el control de tu startup.- Por qué seguir las inversiones de otros fondos puede ser un error fatal.- La responsabilidad real de un Lead Investor en la mesa directiva.- Estrategias para cerrar tu ronda cuando ya tienes al líder asegurado.Frase clave:"No puedes seguir las inversiones de otro fondo porque si haces esto te va a ir muy mal, podés estar siguiendo sus malas inversiones." - Anna RaptisCapítulos:00:00 - Introducción: El rol del Lead Investor03:20 - ¿Lead investor, co-investor o depende de la situación?11:32 - Factores para liderar una ronda: Due Diligence y términos34:11 - Estrategias para construir la ronda y traer otros fondos46:31 - ¿Qué significa realmente ser Lead para el resto de la mesa?57:45 - ¿Se puede levantar una ronda sin Lead Investor?1:08:45 - Cómo conseguir un Lead Investor sin asustarloInvitados:- Anna Raptis - Fundadora y Managing Partner de Amplifica CapitalLinkedIn: https://www.linkedin.com/in/annaraptis/- Eugenio "Keno" Cantuarias - Socio de Acelera LatamLinkedIn: https://www.linkedin.com/in/eugenio-cantuarias-78098a52/Sígueme para más sobre innovación y startups:LinkedIn: linkedin.com/in/jaimersb/Instagram: https://www.instagram.com/jaimersbWeb: https://www.jaimesotomayor.comEpisodio en YouTube: https://youtu.be/AMqToLpl8ds#LeadInvestor #Fundraising #VentureCapital #StartupsLatAm #AnnaRaptis #KenoCantuarias #InnovacionSinBarreras
What does it really mean to invest in mineral rights?In this episode of the Alternative Investing Advantage Podcast, Alex Perny sits down with Troy Eckard of Eckard Enterprises to break down how mineral rights investing works and why it has become an attractive alternative asset for long-term income and portfolio diversification.Troy explains how mineral ownership differs from traditional real estate, how lease agreements generate royalty income, and why investors can benefit from oil and gas production without taking on drilling costs or environmental liability. The conversation also covers how mineral rights are valued, the impact of commodity prices, tax advantages available to investors, and how technology continues to expand recoverable reserves in major U.S. energy basins.Whether you're exploring alternative real estate strategies, energy investing, or passive income opportunities, this episode provides a practical introduction to investing in mineral rights and understanding how royalty-based income works.00:00 Intro & Episode Overview01:13 Troy Eckard Background03:08 What Mineral Rights Actually Are05:40 Why Troy Chose Oil & Gas Investing08:54 How Mineral Lease Income Works11:49 Tax Treatment of Mineral Income13:14 How Mineral Rights Are Valued20:04 Technology & Oil Price Economics24:00 Demand for Fossil Fuels Explained31:55 Mineral Rights vs Traditional Real Estate37:53 Long-Term Income Potential41:46 Natural Gas, LNG & Market Factors47:13 Geopolitics & Energy Prices51:38 Due Diligence for Investors53:32 How to Contact Troy Eckard54:43 Closing ThoughtsSubscribe 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, Troy Eckard:https://eckardenterprises.com/about-eckard-enterprises/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/#MineralRights #OilAndGasInvesting #RoyaltyIncome #PassiveIncome #AlternativeInvesting #EnergyInvesting #RealEstateInvesting #SelfDirectedIRA #PortfolioDiversification #CashFlowInvestingAdvanta 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.
Why do most climate startups fail to scale? Tom Chi, a founding member of Google X and inventor with 77 patents, argues that relying on "Green Premiums" or even price parity is a death sentence. In this interview, he reveals the "CapEx Inertia" trap that prevents factories from adopting new tech and why your solution needs to be 3x cheaper than the incumbent to survive. Tom shares the heartbreaking story of watching a coral reef die in just two months—a tragedy that pushed him from inventing to investing. He breaks down his unique physics-based diligence process (analyzing Matter, Energy, Time, and Space) and explains why he focuses on the four industries responsible for 90% of water pollution. Finally, he shares his life philosophy on why you should focus on "verbs" (your metabolism of learning) rather than "nouns" (status and titles).Check out the company: https://www.atoneventures.com
In dieser Episode tauchen wir tief in das Thema CO₂-Zertifikate ein, das in der Versicherungs- und Finanzwelt zuletzt für Aufsehen gesorgt hat. Gemeinsam mit unserem Gast Adrian Wons, Gründer von Senken, und Simon Moser an der Seite von Host Sebastian Langrehr gehen wir spannenden Fragen nach: Wie investiert man effektiv in den Klimaschutz? Was macht eigentlich ein gutes CO₂-Zertifikat aus – und wie kann die Branche Greenwashing vermeiden?Wir beleuchten die Herausforderungen, vor denen selbst Großunternehmen wie Volkswagen oder Lufthansa standen, als Millionen in letztlich wertlose Zertifikate investiert wurden. Adrian Wons erklärt, warum Transparenz, Daten und Verantwortung beim Klimaschutz unerlässlich sind und wie Senken Unternehmen hilft, wirklich wirkungsvolle, regulatorisch abgesicherte und hochwertige Projekte zu identifizieren.Ihr erfahrt außerdem, warum es selbst für Versicherer mit großen Rechtsabteilungen keine Garantie auf „sichere“ Zertifikate gibt, welche Rolle neue Richtlinien wie die CSRD spielen und wie sich Versicherer gegen faule Portfolio-Eier schützen können. Und natürlich bleibt es auch unterhaltsam: Mit persönlichen Einblicken, schnellen Fragen und einem ehrlichen Blick hinter die Kulissen der Nachhaltigkeitsstrategien in der Branche.Freut euch auf spannende Insights, konkrete Tipps für Versicherer und eine inspirierende Diskussion rund um das Thema „CO₂-Zertifikate und Klimaschutz – was die Branche jetzt tun muss“. Viel Spaß beim Hören!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.
Christians often say “Jesus is King,” but live as if someone else has to keep order. Every system promises order. Few ever ask what that order costs. Craig sits down with economist Bob Murphy, author of Chaos Theory, to explore a disruptive question many Christians have never been invited to ask out loud: What if law, safety, and social order didn't require rulers at all? This conversation isn't about voting, parties, or political strategy. It's about discipleship. Craig and Bob wrestle with fear, control, Christian politics, and the quiet assumption that force is necessary to hold a society together. They examine what a voluntary society might look like in real life—how cooperation could replace coercion, why consent matters more than compliance, and what changes when no one gets a special pass to use force “for the greater good.” Along the way, Craig keeps circling back to Jesus. If we wouldn't threaten our neighbor to make things right, why do we trust systems built on threats? And what does it say about our faith when Christian nationalism feels more practical than the Sermon on the Mount? This episode gives listeners language for naming fear, tools for thinking beyond power, and space to ask a deeper question beneath the politics: Do we actually trust the way of Jesus to hold a people together? Their conversation digs into: Why “law and order” feels safe—and what it costs What a voluntary society actually means (and what it doesn't) Contracts, incentives, insurance, and reputation as alternatives to force Why voting isn't the same as consent Fear as a driving force behind Christian politics Christian nationalism as a discipleship problem, not just a political one A simple test: would this be okay if my neighbor did it?
In this daily editorial for Tuesday, February 10, 2026, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. As precious metals navigate a volatile range, with gold holding near $5,000 and silver around $80, Dave shares his tactical approach to portfolio management, risk mitigation, and the shifting dynamics between majors and juniors. Key Discussion Points Strategic Profit Taking: Dave explains his recent decision to alert subscribers to sell portions of their holdings during the parabolic spikes in gold and silver, emphasizing the importance of turning paper gains into risk-free positions. Market Rotation: A look at how retail interest is shifting from the AI sector into the gold sector as investors seek value in miners that remain relatively cheap compared to record-high metal prices. The Vizsla Silver Crisis: A sobering discussion on the tragic events surrounding Vizsla Silver (VZLA) in Mexico, the implications for jurisdictional risk, and how such events impact the likelihood of major buyouts in the region. Due Diligence & Risk Management: Insights into Dave's criteria for selecting high-risk junior plays, focusing on share structure, management longevity, and the necessity of diversification to protect against unforeseen sector shocks. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/ ---------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Send us a textWelcome back to the Laundromat Resource podcast! In this episode, host Jordan Berry dives into Part 3 of his free course on how to buy your first laundromat. If you haven't caught Parts 1 and 2 yet, you'll want to go back and listen, as Jordan Berry builds on those earlier lessons about finding deals and getting them under contract. Now, in Part 3, it's all about what happens after you have a laundromat under contract.Jordan Berry breaks down the essentials of due diligence using his "four pillars" framework: verifying income, checking expenses, evaluating the business's trajectory, and identifying value-add opportunities. You'll get expert tips on handling coin collections, analyzing water usage, and tracking down every expense—along with some practical hacks and resources from laundromatresource.com. Whether you're ready to jump in yourself or you'd prefer guidance from a pro, this episode is packed with advice to help you buy your first laundromat the right way and avoid costly mistakes. So, grab your notepad, settle in, and get ready to take your investment game to the next level!In this episode; Jordan discuss:00:00 "Laundromat Buying Guide: Due Diligence"05:35 Verifying Laundromat Income09:10 Laundromat Revenue Accountability Insights12:46 "Accurate Washer Water Analysis Tips"14:57 Streamlining Laundromat Payment Systems18:50 Checklist Prevents Costly Oversights22:53 Due Diligence and Value-Add Strategy24:20 "Laundromat Help: DIY or DFY"
In this episode of Third Party Risk Perspectives, host Chris Sindik, Senior Director of Third-Party Risk and Due Diligence at Blue Umbrella, sits down with Sakshi Sharma, Assistant Manager and leader of Blue Umbrella's monitoring team, to explore the fast-evolving world of terrorist financing. Sakshi shares frontline insights into both traditional funding methods—such as counterfeit goods, drug trafficking, charity fraud, and illicit oil sales—and the next-generation tactics reshaping the threat landscape. Together, they discuss how terrorist groups now exploit social media, online gaming, digital payments, deepfakes, and AI-powered propaganda to recruit vulnerable youth, launder money, and spread misinformation. Listeners will learn: • How modern online platforms enable covert recruitment and financial flows • Why deepfakes and AI increase the effectiveness of terrorist propaganda • How scammers manipulate youth culture through “easy money” schemes • What organizations and individuals can do to stay vigilant • Why awareness, skepticism, and strong internal controls are more critical than ever This is an essential conversation for compliance professionals, risk leaders, parents, and anyone navigating today's hyperconnected world.
Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed's role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate. 00:00 Dynex Capital Co-CEO Smriti Popenoe Joins 01:03 What Dynex Capital Does and How a Mortgage REIT Works 02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac 03:44 Government Guarantees, Credit Risk and Mortgage Securities 04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts 06:21 Due Diligence and Mortgage Selection at Dynex 06:41 Specified Pools and Managing Prepayment Risk 08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity 10:49 Leverage Strategy and Risk Management at Dynex 13:55 Competition in the Agency Mortgage REIT Market 15:53 Dynex's Growth Strategy and Focus on Housing Finance 19:29 Institutional Ownership of Housing and Proposed Regulations 22:01 Portfolio Duration and Weighted Average Life of Mortgages 23:19 Why Dynex Uses a Co-CEO Structure 26:45 Decision-Making, Accountability, and Leadership Structure After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DX Learn more about your ad choices. Visit megaphone.fm/adchoices
Real Estate Investor Dad Podcast ( Investing / Investment in Canada )
Isaac Lee Collins, the founder and CEO of Fifth & Emery Frozen Yogurt and Chocolate, shares his journey from managing a chocolate shop at age 22 to owning five locations in Kansas City that combine frozen yogurt with gourmet chocolates and caramel apples. The conversation explores the "philosophy of hospitality," the evolving work ethic of Gen Z employees, and the practical financial strategies, such as choosing between SBA and traditional bank loans, that Collins used to scale his business while maintaining 100% independence.10 Key TakeawaysThe Power of Hospitality Systems: Collins credits his time at Olive Garden for teaching him that seamless systems and processes are the backbone of a successful restaurant.Balancing Seasonal Revenue: By combining frozen yogurt (summer-heavy) with chocolates and caramel apples (winter-heavy), Collins created a year-round sustainable business model.Gen Z Management: With nearly 70 employees under 21, Collins emphasizes that while "kids these days" are motivated differently, they bring unique energy when mentored with intentionality.The "COVID Shift" in Work: Collins observed a notable change in employee expectations and engagement post-pandemic, which he refers to as the "COVID shift".Funding Independence: Collins prefers traditional bank loans over SBA loans to avoid excessive red tape and retains 100% ownership to avoid having partners who might limit his vision.Due Diligence on Lenders: When pursuing SBA loans, it is critical to ask the bank how many SBA loans they actually close per year rather than just accepting a sales pitch about the size of their team.Community Connection as a Moat: In a market with over 100 dessert spots, Fifth & Emery focuses on small touches, like coloring pages and knowing customers' names, to build lasting community ties.Digital Presence and Disconnect: Both the host and guest discuss the mental benefits of disconnecting from smartphones to remain present with family and focused on business.The "Pay It Forward" Concept: The episode explores using digital loyalty programs to allow customers to "pay it forward," creating a culture of kindness that mirrors the human element of hospitality.Entrepreneur vs. Owner: Collins distinguishes between someone who can work a system and someone who has the "dog in them" to handle the high-stress, 24/7 reality of true entrepreneurship
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 textDiscover Richard C. Wilson's #1 capital raising strategy—the "Due Diligence Advantage"—delivered live at the Capital Raising Mastery Workshop. In this high-impact session, Richard breaks down how to position your offering, create investor trust, and carve out a unique niche in a crowded marketplace.You'll learn:✅ Why trust in leadership, local relevance, and industry understanding drive deals✅ How to use positioning and investor avatars to attract capital faster✅ The secret to making your investment offer stand out in any inbox✅ Strategic choke points that create moats around your business✅ The proven content marketing funnel that turns you into the go-to expert in your niche✅ Real examples of tools, structures, and tactics raising millions todayWhether you're raising $3M or $300M, this masterclass gives you practical, real-world frameworks you can use immediately.
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
Due diligence fatigue has long affected the apparel and textiles sector, with heavy administrative workloads and repeated supplier checks that often fail to identify real labour risks. Uncertainty around the Corporate Sustainability Due Diligence Directive (CSDDD) has made it harder for companies to commit to long-term investment. Recent policy signals now offer clearer direction, including a narrower scope, removal of the mandatory climate transition plan requirement, and a higher applicability threshold of around 5,000 employees and €1.5bn in annual turnover. While formal endorsement is pending, clarity is returning. This allows attention to shift from regulatory interpretation back to action. This webinar explores the business case for holistic due diligence beyond compliance, showing how better data, improved visibility and coordinated approaches can reduce duplication, ease supplier fatigue, strengthen sourcing relationships and support long-term resilience. This session explored: What are the real business risks of limited supply chain visibility, and how do these risks translate into financial, operational and reputational impact? How can evolving compliance expectations be framed in CFO-level terms that support investment decisions, prioritisation and long-term value creation? Which data actually matters in a simplified regulatory landscape, and how can companies ensure it reflects workers' rights and on-the-ground risks without creating unnecessary reporting burden? How can brands and suppliers collaborate in shared supply chains to improve transparency, reduce duplication and enable effective, pre-competitive problem-solving?
We speak with two first time buyers, in the market for cheap, vacant homes in Japan - what are the most important things they should be aware and cautious of during the purchase process?
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
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/
Follow Agency Confidential on Spotify: https://open.spotify.com/show/6lbaJzKRArC51qwCX00fUp?si=QdWT3jyjTAC3cUgB--r58wFollow Agency Confidential on YouTube: https://www.youtube.com/@AgencyConfidential“Any business problem can be solved with an acquisition.”In Episode 1 of Agency Confidential, Jeff Shannon sits down with investor and operator Tom Shipley to break down how agencies actually use M&A as a growth lever—from buying businesses with limited capital to structuring deals that reduce risk.Tom shares the stories behind his first acquisitions, the criteria he uses to identify potential deals, and why he sees growing opportunity for agency acquisitions amid AI disruption and market uncertainty.If you're an agency founder, operator, or leader thinking about growth beyond organic sales, this episode explores the mental models, deal structures, and real-world mechanics behind acquisition-led growth.What you'll learn:Why acquisition can outperform organic growth at scaleHow to define a “buy box” for acquisition targetsWhy volume of seller conversations mattersThe real purpose of due diligenceWhat integration looks like after an acquisitionHow AI and uncertainty are influencing agency exits and dealsChapters:00:00 Any Business Problem Can Be Solved With an Acquisition 00:31 Meet Tom Shipley and His M&A Journey 01:57 Buying a Business When You're Out of Cash 05:17 Using Acquisitions to Add Capability (Agency Examples) 08:03 Organic Growth vs Acquisition Growth (The Math) 12:18 Motivated Sellers and Creative Deal Structures 20:50 Due Diligence and Risk in Agency Acquisitions 24:33 Integration: What Actually Breaks Deals 30:11 AI, Market Uncertainty, and the Future of Agency M&ALinks & Resources:DealCon: https://dealconlive.comPilothouse: https://www.pilothouse.co/Agency (peer network): https://www.joinagency.co/?utm_source=podcastSubscribe to the DTC Newsletter: https://www.directtoconsumer.co/
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)
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
-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.
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
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