Podcasts about Due diligence

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

Jack Chambers, Deputy Leader of Fianna Fáil and director of elections for the presidential election (TD for Dublin West and Minister for Public Expenditure, explains the situation that led to Jim Gavin's withdrawal from the Presidential election.

A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.

Send us a text Discover how top investors, family offices, and entrepreneurs are navigating today's fast-changing landscape with advanced strategies and AI-driven tools. Richard C. Wilson, Founder of the Family Office Club, shares insights from 18+ years, 300+ events, and 22,000 investor profiles—highlighting how to leverage AI for due diligence, deal structuring, and building trusted investor relationships. Our Investor Club Connects you to 1,000+ Investors, 25 Events a Year, and 40 Ready-to-Use Artificial Intelligence ToolsClients@FamilyOffices.com 

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

In this conversation, Keith Pinder discusses his extensive experience in the financial markets and real estate investment. He emphasizes the importance of understanding real estate as an investment tool and the need for a holistic approach to client needs. Keith shares insights on navigating the complexities of the real estate market, the significance of fiduciary responsibility, and his journey from hedge funds to managing capital for qualified investors. He also highlights the misconceptions surrounding real estate and the importance of context in investment decisions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Many entrepreneurs fail at investing for one simple reason: they say “yes” too much. In this episode, Erik Van Horn and Justin Donald break down the investor mindset, tax plays that compound, and how world-class networks unlock better terms, sponsors, and returns—plus the Guardian Bikes grand-slam story (featuring Mark Cuban).   Timestamps:   00:00 – Why great investors say “no” 95% of the time 01:57 – Solar credits & how fast legislation changes 03:56 – Masterminds that pay for themselves 04:24 – Compounding: tax, education, deals 07:37 – Money-back guarantees from sponsors?! 11:06 – The real ROI of networks (vendors, sponsors, peers) 12:40 – Deal terms you should ask for: the “put option” 24:53 – How to spot outlier deals that look “the same” 46:56 – Family-office asset allocation (60/40 is dead) 50:44 – Build a non-emotional investment machine   Resources Mentioned   Website: lifestyleinvestor.com  – free resources, masterclasses, masterminds, and courses   Podcast: https://lifestyleinvestor.com/podcast/   Book: The Lifestyle Investor (updated & expanded edition) https://access.lifestyleinvestor.com/lifestyleinvestor-book?utm_source=website&utm_medium=organic&utm_campaign=redirect   Free strategy call: lifestyleinvestor.com/consultation     Connect with Erik Van Horn:

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

Here is the 2-min "Sniff Test" on how you can avoid going after the wrong deals for you. It will eventually get to the point where it can be done in a few seconds but start out going deep into about 20-30 business summaries (CIMs) to get a handle on things.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now.  https://hubs.li/Q03zlvqH0   Join the How to Buy a Business Cohort - Oct 2025? https://www.letsbuyabusiness.com/p/how-to-build-a-business-cohort-with-ryan-condie/   Sourcing List:https://www.letsbuyabusiness.com/source

In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Charles Dobens, a multifamily investing expert and attorney. They discuss the importance of understanding the multifamily investing business, the common pitfalls in repositioning properties, and the significance of building a strong network. Charles shares his insights on the sales and marketing aspect of real estate, the lessons learned from failures, and the future of integrating AI into the multifamily operating system.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ideal Size of a Due Diligence Team Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Due diligence works best when it's a shared endeavor. It can take a substantial amount of time to diligence a startup. The ideal size of a due diligence team is six people. Here are the key roles and responsibilities of the team: The lead. Takes responsibility for the overall diligence process and typically recruits the others on the diligence team. Sales, marketing, and competition. Investigate the sales of the startup, as well as the marketing strategy and the current competitors. Financials. Reviews the financial pro forma, income statement, and balance sheet to understand the financial health of the business. Product and technology. Reviews the status of the product and the technology underlying it. Team. Reviews the skills of the team and the commitment of each one to see if it meets the needs of the business objectives. Terms sheet. Builds and negotiates the terms sheet, including the valuation. Consider joining an angel network to find others to help with due diligence.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

In this first episode of Season 6 of Risk! Engineers Talk Governance, due diligence engineers Richard Robinson and Gaye Francis discuss the pressures and complexities different stakeholders are having with SFAIRPThey follow on from the theme of Season 5, “Difficult Conversations Engineers Need to Have”, how it generated discussions and comments, and determined holding an in person event with speakers from different perspectives and professional backgrounds - a lawyer, an architect, and two engineer. Richard and Gaye highlight the need for a cooperative and collaborative approach among stakeholders, rather than a competitive one, in order to effectively implement SFAIRP. They also examine the challenges that arise when the commercial imperative conflicts with safety considerations, how independent consultants can facilitate these difficult conversations around SFAIRP, and reinforce the importance of all key stakeholders to be involved. Details and tickets (Melbourne & online) for R2A's Live Forum on 22 October 2025 “Preventing Criminal Manslaughter – Understanding & Implementing SFAIRP” can be found via https://www.eventbrite.com.au/e/preventing-criminal-manslaughter-understanding-implementing-sfairp-tickets-1653602251849. For further information on Richard and Gaye's consulting work with R2A, head to https://www.r2a.com.au, where you'll also find their booklets (store) and a sign-up for their quarterly newsletter to keep informed of their latest news and events.Gaye is also founder of Australian women's safety workwear company Apto PPE https://www.aptoppe.com.au.  

Shane Pogue is based in Dallas Texas where is specializes in Investigative Due Diligence. He helps investors with their due diligence process. To connect with Shane, reach out to him on LinkedIn at https://www.linkedin.com/in/shane-pogue-6b900a11a/--------------**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)  

Key Areas of Focus:Value Proposition of Governance Structures: Distinguish between different governance models to make informed board decisions and expand your board opportunities.Board Skills Needs & Development: Continue to develop broad, adaptable skills to meet evolving board needs and corporate strategy.Due Diligence and Fit: Conduct thorough research on organizations before joining a board.Director Independence & Conflict of Interest: Maintain independence, know the risks of conflict of interests, and be able to constructively challenge in board discussions.Expanding Professional Acumen and Access to Governance Networks: Pursue ongoing education and build relationships to enhance governance expertise.Resources:BDO's Center for Corporate Governance: Resource centerMastering Private to Public Board Excellence: 3-session governance course over 3 weeks beginning October 29, 2025 – Register Today!

Tune in as the team discusses:Why access is everything and how to verify itThe red flags investors often missHow to do quick, effective research on any parcelTools and websites the hosts personally use during their due diligence processThe mindset to have before signing on the dotted line TIP OF THE WEEKMike: Just because a property looks great on a map doesn't mean it's a good deal. Always, always confirm legal and physical access or you might end up stuck with land you can't even use. WANT MORE?Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing.UNLOCK MORE FREE RESOURCES:Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—it's all here: https://thelandgeek.ac-page.com/Podcast-Linktree."Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

Highlights from this week's conversation include:Michaela's Career Journey and Entry into Impact Investing (1:06)Lessons from Early Impact Experiences (3:36)Misconceptions about Impact Investing and Returns (6:39)Lessons from Clean Energy Investments (10:11)Venture and Asset Class Inclusion in Impact (12:03)Capricorn's Ecosystem Building and Value Add (15:59)Current Client Questions and Market Backlash (17:49)Strategies and Dislocations in Capital Markets (19:39)Marie-Celine's Background and Role at Capricorn (22:40)Asset Class Commitments (25:10)GP Engagement and Inflection Points (26:49)Investment Excellence and Entrepreneurial Teams (29:01)LP Relationships and GP Support (31:17)Mission Alignment for GPs (34:02)Due Diligence, Regulatory Risk, and Diversification (35:49)Connecting with Capricorn and Parting Thoughts (37:19)Capricorn Investment Group is a $13B mission-aligned investment firm founded on the belief that sustainable investment practices can enhance risk-adjusted returns. With offices in New York City and Palo Alto, Capricorn invests across asset classes, from venture capital to GP staking, supporting scalable solutions to the world's most pressing problems. Learn more at www.capricornllc.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if philanthropy, as we know it, is a flawed system?In this episode, we're joined by Jen Nguyen, a director at the Stupski Foundation, a unique "spend-down" organization designed to close its doors after giving away all of its assets by 2029. Jen, a former college counselor, provides an unapologetically candid look at a sector she may soon leave, revealing a rare freedom to challenge the status quo from within.We'll discuss how a "wait and see" approach to philanthropy falls short in moments of crisis, why foundations often prioritize their own survival over the needs of the communities they serve, and what it truly means to lead with a "nothing to lose" philosophy. Jen unpacks her critiques of the 5% payout rule, the "overhead" myth, and the power imbalances between funders and the organizations on the front lines.This conversation is a must-listen if you've ever wondered what a more just, trusting, and effective philanthropic sector could look like, or if the "rainy day" that so many foundations are saving for is already here. ⛈️Notable Quotes“The rainy day is here. So what are we saving for? What good is the Stupski Foundation going to be if it exists 50 years from now?” — Jen[06:05]“In my opinion, my job is not hard. The work is hard... We just need to give out money more quickly.” — Jen[28:24]“We need to be able to value that solidarity… The philanthropic field is set up to reflect capitalism, competition….” — Jen[34:50]“It's their practices that are causing executive directors to have to stretch themselves into different practices and way too thin….” — Jen[40:42]Timestamps[00:00] The “Wait and See” Approach[01:03] The Flaws of Institutional Philanthropy[02:18] Why Funders Are Reluctant to Speak Out[03:55] A Crisis of Government Funding[07:01] The Spend-Down Foundation Model[10:09] Rethinking Trust-Based Philanthropy[14:49] The Proper Role of Philanthropy[19:38] Balancing Intentionality and Impact[22:16] A Magic Wand for Philanthropy[26:22] The Problem with Due Diligence[29:22] What Philanthropy Can Learn from Venture Capital[35:32] The Overhead Conversation[40:33] Advice for Foundations[42:28] Advice for Nonprofit Leaders[46:31] Where to Connect with Jen and the Stupski FoundationP.S. — Feeling a disconnect between your mission and your brand? Cosmic helps social impact leaders build trust through story-rich brands, compelling campaigns, and values-aligned strategy. Let's talk about how to elevate your impact: https://designbycosmic.com/Listeners, now you can text us your comments or questions by clicking this link.*** If you liked this episode, please help spread the word. Share with your friends or co-workers, post it to social media, “follow” or “subscribe” in your podcast app, or write a review on Apple Podcasts. We could not do this without you! We love hearing feedback from our community, so please email us with your questions or comments — including topics you'd like us to cover in future episodes — at podcast@designbycosmic.com Thank you for all that you do for your cause and for being part of the movement to move humanity and the planet forward.

Send us your thoughtsIn this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Charlotte Crowley, CFO at Altano, to explore her journey through finance leadership, acquisitions, and the challenges of integrating companies without losing their culture.Charlotte shares her unique career path — from starting in advertising and PR to working in boutique firms, McKinsey, and private equity-backed businesses — and reflects on what she's learned along the way.

In this episode of the Real Estate Pros podcast, Louis Bazan shares his journey from an accountant to a successful real estate investor. He discusses the importance of due diligence, understanding market conditions, and having clear investment goals. Louis emphasizes the significance of mindset in real estate investing and offers practical advice on identifying good properties and knowing when to buy. He also introduces his podcast, Authentic You, which focuses on personal growth and financial independence.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What does it take to go from writing your first passive investment check to becoming a general partner with 3,500 doors—and what due diligence mistakes do most new investors make? In this episode, Angel Williams sits down with Sean Griffith, who shares his 10+ year journey from passive investor to general partner. Sean Griffith reveals how his first deal in Carrollton, Texas spoiled him with 12-14% cash-on-cash returns when 10% was the minimum standard. He explains the critical importance of reading PPMs thoroughly, getting SEC attorney reviews, and asking hard questions about contingency planning. This conversation covers the reality of illiquid investments, the impact of events like COVID on cash flow expectations, and why vetting sponsorship teams is essential before writing large checks. Sean Griffith also discusses the transition from Wall Street retirement planning to active real estate investing and the value of mentorship in avoiding expensive mistakes. [00:01 - 07:00] Getting Started: The First Deal and PPM Education How Sean Griffith's first Carrollton, Texas deal returned 3x with 12-14% cash-on-cash distributions Why paying an SEC attorney $500 to review your first PPM is worth the investment The reality that passive investments are illiquid until property sale or major capital events [07:01 - 12:00] Due Diligence and Risk Assessment Why you should never be a "totally passive" passive investor How to use the 14-15 page risk section in PPMs to ask better questions The importance of vetting sponsorship teams through multiple references and channels [12:01 - 17:30] Operational Realities and Contingency Planning Real examples of what can go wrong: hurricanes, fires, and tragic accidents Why asking about deep pockets and capital reserves is crucial before investing How capital calls happen and what they reveal about property performance [17:31 - 22:15] The LP to GP Transition How kitchen table retirement planning revealed Wall Street's limitations Why taking care of tenants must be the top priority for sustainable success The value of mentorship and coaching to avoid expensive beginner mistakes Connect with Sean Griffith: https://www.linkedin.com/in/shawn-griffith/ Key Quotes:  "Don't just jump in and be a totally passive, passive investor. Get off your butt, do a little homework. 'Cause this is your hard earned money." - Sean Griffith Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!  

Send us a textJoin us on Average Joe Finances as our guest Dr. Axel Meierhoefer shares his remarkable journey from serving in the German Air Force to becoming a successful real estate investor and mentor. He discusses his transition to the United States through an exchange program with the US Air Force, his stint in the corporate world, and his eventual dive into real estate investing. Key insights include his approach to buying out-of-state investment properties, the importance of due diligence, and the value of mentorship in real estate.In this episode:Learn how shifting from pilot to investor highlights the power of embracing new opportunities.Discover why treating real estate as a business is key to long-term financial success.Understand how cash flow–focused strategies help weather financial crises and market downturns.Grasp the value of mentorship, mindset, and turnkey solutions in building a resilient portfolio.And so much more!Key Moments:00:00 Introduction and Welcome00:56 Meet Dr. Axel Meierhoefer01:38 Dr. Hofer's Journey from Germany to the US05:11 Discovering Real Estate Investing18:29 Navigating the 2008 Financial Crisis24:26 The Importance of Due Diligence in Real Estate Investing24:46 Challenges and Realizations in Early Investments26:12 Investing Out of State: A Strategic Approach28:06 Discovering Turnkey Real Estate Investing30:44 The Ideal Investor Show and Its Impact32:46 Final Round: Insights and Reflections43:57 Final Thoughts and Closing RemarksFind Axel MeierhoeferWebsite: https://tinyurl.com/iwg-strategyLinkedIn: https://www.linkedin.com/in/ameierhoefer/Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

How can we lead our churches through division? What needs to be considered before appointing someone to a role? What is it like to dine with the king?In this episode of In:Dependence, Phil Topham (FIEC Executive Director), John Stevens (FIEC National Director), and Adrian Reynolds (FIEC Associate National Director) discuss stories in the news over the past weeks about what we can learn from them in church leadership.Show notesRising Lights (fiec.org.uk)Charlie Kirk: Conservative influencer who rallied a youth movement (bbc.co.uk)6 Lies We're Being Fed Right Now, Glen Scrivener (youtu.be)Starmer: I would never have appointed Mandelson if I knew then what I know now (news.sky.com)What was on the menu and who was on guest list at state banquet? (bbc.co.uk)About In:Dependence: In:Dependence is FIEC's official podcast, where you'll hear conversations on topics for church leaders.About FIEC: We are ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠a fellowship of Independent churches⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with members of the family across England, Scotland and Wales. Our mission is to see those Independent churches working together with a big vision: to reach Britain for Christ.00:00 - FIEC update10:01 - The death of Charlie Kirk14:58 - How can church leaders lead through division?21:00 - The gospel opportunities from Charlie Kirk23:23 - Peter Mandelson and due diligence30:01 - Dining with the king

This episode dives into one of the most important steps in any land purchase: due diligence. Guest Audra Rod Smith joins the conversation to share practical tips and legal insights on what buyers (and sellers) need to know before closing a deal.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Robert Esposito, Managing Director in the firm's Transaction Advisory Services Group. Bob shares his outlook for dealmaking in the life sciences industry, including the opportunities, challenges and due diligence considerations. He also discusses what private equity managers look for in the buy-side process to better ensure that both a mutually beneficial and efficient transaction can be consummated in today's economic and transaction market environment. The conversation dives deep into life sciences M&A, private equity dealmaking, and healthcare investment strategies. Whether you're an investor, entrepreneur, or advisor, you'll gain insights into how deals are structured, what risks matter most, and where the biggest opportunities lie in 2025.

Unlock Your Retirement Potential: The Ultimate Guide to Self-Directed IRAs!

In this episode of the Rainmaker Podcast, Gui Costin speaks with Michael Ashmore, Founder of Rondeivu, an end-to-end InvesTech platform transforming how institutional investors source diligence, transact, and monitor investments across private markets. Michael, with over 20 years of experience in finance, private equity, and venture capital, shares his journey from a background in law and economics to founding Rondeivu after recognizing the inefficiencies in private markets and deal processes.Michael recounts his career path, starting with a desire to pursue corporate law, but transitioning into the investment world after realizing that law wasn't the right fit for his long-term career. He began his career in institutional investments, gaining valuable experience managing multi-billion-dollar portfolios for pensions and fund-of-funds. His time at firms like OMERS and PGGM laid the groundwork for his entrepreneurial venture into the tech-enabled private market space.Rondeivu, founded in 2021, was built to address the inefficiencies Michael experienced as an investor at OMERS. These inefficiencies included duplicative efforts, disparate data, and lack of centralized systems for managing private market deals. Michael and his co-founder set out to create a platform that would streamline the deal process, making it more efficient for both investors and managers. The platform includes automated tools for sourcing deals, conducting due diligence, and managing transactions, with a focus on real-time updates and seamless workflows.Michael discusses Rondeivu's initial success, including its ability to secure $371 billion in investor mandates, representing discretionary private market capital from sovereign wealth funds, pension funds, insurance companies, and family offices. He also shares how the firm has been able to close deals with large institutional players, and his approach to business development and building a client base. The platform's ability to help investors leverage technology to save time and improve decision-making is a central part of its value proposition.Rondeivu's value proposition, according to Michael, is its ability to provide a quicker “yes or no” for investors, cutting down on the time spent analyzing opportunities and giving them the tools they need to make faster, more informed decisions. He describes how their algorithmic matching and deal sourcing capabilities help reduce inefficiencies and create a seamless experience for institutional investors.In the episode, Michael also shares his leadership style and the challenges of scaling a fintech startup. He emphasizes resilience, the importance of learning from mistakes, and staying focused on building the business. Michael's advice for young professionals is clear: embrace the challenges, keep learning, and stay patient.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

How To Perform Technical Due Diligence Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Investors perform diligence on a startup before investing. Most of the diligence focuses on the financial aspects of the business. Technical diligence is just as important. For startups, it's also important to focus on the technical aspects. Here's a list of areas to review for technical due diligence: Architecture Review the technical architecture for scalability and robustness. Check the architecture for fit with the application. Code Review the code for quality and documentation. Are there processes for testing and verification? Security Review the code for security measures. Perform penetration exercises to check its strength. People Interview the technical team for their technical background and skills. See if the skills match the project requirements. Intellectual property Review the intellectual property to see if the key technical features are covered. Consider these steps in performing technical due diligence on a startup.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

Welcome to our latest episode! Today, Dave Menapace and Will Van Wickler tackle one of the most pressing issues in real estate and hospitality—the growing wave of short-term rental regulations. From Boston and Portland to vacation markets like Cape Cod and Bar Harbor, they break down how local governments are shaping the landscape and what it means for investors, operators, and homeowners.Dave and Will explore whether regulations are killing innovation or simply protecting neighborhoods. They highlight the differences between metropolitan markets, where affordability and neighborhood impact are driving restrictions, and vacation markets, where safety and infrastructure are the focus. The conversation also dives into the opportunities these changes create—such as boutique hotels, ADUs, and other creative strategies that thrive within regulatory frameworks.Whether you're considering your first investment property or already operating multiple units, this episode delivers essential insights on zoning, HOA rules, due diligence, and the importance of common sense in real estate investing. Tune in now to learn how to navigate regulation with confidence, spot hidden opportunities, and avoid costly mistakes.TIMESTAMPS01:57 – Why regulation isn't always a bad thing02:58 – Metro and vacation markets03:53 – How regulations shape neighborhoods05:41 – Boutique hotels create opportunities where STRs are restricted07:14 – Creative approaches with ADUs and owner-occupied rentals08:47 – HOAs: hidden rules that can make or break your investment10:37 – Due diligence and using common sense before buying11:40 – Why relationships and neighbor dynamics matter for operators12:43 – Deal analysis, and avoiding bad buys13:53 – Why AI tools fall short on regulation research14:43 – How to connect with Dave and Will#ShortTermRentals #RealEstateInvesting #STRRegulations #BoutiqueHotels #PropertyManagement

Lesperance and Peters give insights into the world of CBI due diligence, what happens behind the scenes, and more.View the full article here.Subscribe to the IMI Daily newsletter here. 

In this week's episode, Jonathan sits down with his long-term legal partner, John Andrews, for a masterclass on the legal do's and don'ts of buying a business. With over 250 deals completed for Dealmakers clients and three decades of M&A experience, John shares the essential legal knowledge every buyer needs — especially if you're serious about avoiding costly mistakes. Whether you're preparing for your first deal or scaling up your acquisition strategy, this episode gives you the legal edge to navigate deals with confidence. What You'll Learn in This Episode: Why a Shareholders' Agreement is Crucial — and why skipping it can cost you dearly later How to Choose the Right Lawyer — and why not all solicitors are qualified to handle M&A What Goes into a Share Purchase Agreement (SPA) — and the key clauses that protect you The Three Types of Due Diligence — and how each one helps avoid nasty surprises The True Cost of Legal Work — from fixed fees to due diligence and abortive deal risks Asset Purchase vs. Share Purchase — the pros, cons, and tax implications of each What to Expect During the Completion Process — and why most deals are now done digitally The Most Common Legal Mistakes Buyers Make — and how to avoid them How to Avoid Overpaying or Becoming a “Motivated Buyer” — and stay in control of negotiations Why a Strong Legal Team on Both Sides Speeds Up the Deal — and can save you thousands If you've ever wondered what your lawyer should really be doing for you — or how to make sure your deal doesn't unravel at the last minute — this episode pulls back the curtain on the legal side of business buying.  

Tom Haberstroh, Amin Elhassan and producer Anthony Mayes have identified their new favorite phrase that keeps popping up all over the place, and even consider renaming Tom's Research segment. Truth Teller Law Murray of The Athletic joins us to dig deeper into the Kawhi Leonard / Clippers cap circumvention situation that provides a boundless level of intrigue. If the allegations levied by Pablo Torre Finds Out are corroborated by the NBA, what type of punishment could Steve Ballmer be facing? Will this affect the Intuit Dome hosting the All Star Game next February? Plus, we revisit his ⁠landmark Bryan Colangelo piece⁠ and how it compares to the Malik Beasley story and FreeMoose. Basketball Illuminati is now part of the Count The Dings Network. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join the Count The Dings Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to support the show, get ad free episodes and exclusive content at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠https://www.patreon.com/countthedings⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ILLUMINATI MERCH HAS RETURNED⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Check it out here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠https://bit.ly/CTDMERCH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to Basketball Illuminati! On⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Watch Truth Teller Interviews on YouTube⁠⁠⁠⁠ Email us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠basketballilluminati@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@bballilluminati⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@basketballilluminati⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textDue diligence can make or break a multifamily investment. In this episode of Due Diligence Done Right, The Laurens unpack the critical items lenders and insurers zero in on — from structural issues and life-safety systems to hidden environmental risks. Learn how to identify red flags before closing, avoid costly repair escrows, and set your property up for long-term cash flow success. 

In this episode of Mining Stock Education, host Bill Powers is joined by Jeff Phillips, a highly successful junior mining speculator and activist investor. Jeff shares his journey from entering the resource market in the 90s to his current role as a strategic consultant. He discusses the importance of understanding the speculative nature of junior mining stocks, key factors he looks for in investments like management ownership and share structure, and his multi-bagger formula for achieving massive returns. Jeff also highlights his experiences with notable companies and offers practical advice for navigating the junior resource sector. 00:00 Intro 00:28 Meet Jeff Phillips: A Successful Junior Mining Speculator 00:56 Jeff's Early Days in Resource Investing 01:29 The Bull Market and Learning Curves 02:11 Transition to Corporate Communications 03:20 Success in Oil and Gas Investments 04:41 Re-entering the Resource Market 05:52 Speculating vs. Investing in Junior Resources 06:49 The Thrill of Speculation and Key Success Factors 08:40 Importance of Share Structure and Management 14:27 The Role of Warrants and Shareholder Support 16:04 Consulting and Due Diligence in Early-Stage Projects 18:08 Investment Opportunities with Bob Dickinson 19:22 Exit Strategies and Market Dynamics 20:21 Success Stories in Lithium and Rare Earths 24:59 The Future of Natural Resources 27:32 Navigating the Junior Resource Sector 32:30 Concluding Thoughts and Advice Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Unlocking Note Investing Secrets: The 4 P's to Profit!

Interview with Dave Lewis on Security's Role in M&A Due Diligence In this episode, Dave Lewis from 1Password discusses the critical importance of security in mergers and acquisitions, from due diligence through integration. He explores common pitfalls, essential security assessments, and practical strategies for security leaders to protect organizational value throughout the M&A process. Topic: The Challenge of Breach Transparency Every industry concerned with safety has a process for publishing the details of accidents, incidents, and failures. Cybersecurity has yet to reach this milestone, and hiding the details of failures is holding us back. This talk will argue for the need for breach details to go public, and share strategies for finding and using some little-known sources of detailed breach data. Weekly Enterprise News Finally, in the enterprise security news, A funding, a few acquisitions, and an IPO for the first time in forever! Attackers are really actually starting to use AI now Some researcher spent all of August poking holes in all the AI tools Someone got Microsoft Copilot to be an accomplice in a coverup Microsoft is making a big change in Azure that will probably break some stuff No, Flipper Zero can't help you steal your car (just the stuff in it) Domain names are free to register now, maybe? Disgruntled former employee goes to jail AI tricked into doing more bad things All that and more, on this episode of Enterprise Security Weekly. This segment is sponsored by 1Password. Visit https://securityweekly.com/1password to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-422

Interview with Dave Lewis on Security's Role in M&A Due Diligence In this episode, Dave Lewis from 1Password discusses the critical importance of security in mergers and acquisitions, from due diligence through integration. He explores common pitfalls, essential security assessments, and practical strategies for security leaders to protect organizational value throughout the M&A process. Topic: The Challenge of Breach Transparency Every industry concerned with safety has a process for publishing the details of accidents, incidents, and failures. Cybersecurity has yet to reach this milestone, and hiding the details of failures is holding us back. This talk will argue for the need for breach details to go public, and share strategies for finding and using some little-known sources of detailed breach data. Weekly Enterprise News Finally, in the enterprise security news, A funding, a few acquisitions, and an IPO for the first time in forever! Attackers are really actually starting to use AI now Some researcher spent all of August poking holes in all the AI tools Someone got Microsoft Copilot to be an accomplice in a coverup Microsoft is making a big change in Azure that will probably break some stuff No, Flipper Zero can't help you steal your car (just the stuff in it) Domain names are free to register now, maybe? Disgruntled former employee goes to jail AI tricked into doing more bad things All that and more, on this episode of Enterprise Security Weekly. This segment is sponsored by 1Password. Visit https://securityweekly.com/1password to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-422

Interview with Dave Lewis on Security's Role in M&A Due Diligence In this episode, Dave Lewis from 1Password discusses the critical importance of security in mergers and acquisitions, from due diligence through integration. He explores common pitfalls, essential security assessments, and practical strategies for security leaders to protect organizational value throughout the M&A process. Topic: The Challenge of Breach Transparency Every industry concerned with safety has a process for publishing the details of accidents, incidents, and failures. Cybersecurity has yet to reach this milestone, and hiding the details of failures is holding us back. This talk will argue for the need for breach details to go public, and share strategies for finding and using some little-known sources of detailed breach data. Weekly Enterprise News Finally, in the enterprise security news, A funding, a few acquisitions, and an IPO for the first time in forever! Attackers are really actually starting to use AI now Some researcher spent all of August poking holes in all the AI tools Someone got Microsoft Copilot to be an accomplice in a coverup Microsoft is making a big change in Azure that will probably break some stuff No, Flipper Zero can't help you steal your car (just the stuff in it) Domain names are free to register now, maybe? Disgruntled former employee goes to jail AI tricked into doing more bad things All that and more, on this episode of Enterprise Security Weekly. This segment is sponsored by 1Password. Visit https://securityweekly.com/1password to learn more about them! Show Notes: https://securityweekly.com/esw-422

In this episode of The Digital Executive, host Brian Thomas welcomes Paul Boynton, Co-founder and COO of Company Search Inc. (CSI), a business intelligence platform transforming how companies perform global due diligence and risk analysis. Drawing from a career spanning underwriting, reinsurance, and corporate risk management with Fortune 100 firms, Paul shares how his deep industry expertise led to building CSI—a next-gen analytics platform designed for today's complex regulatory and global trade environment.Paul discusses how real-world experience and local partnerships inform CSI's data-driven tools, and how the company's proprietary AI assistant, ZABA, delivers precision insights that generic models can't. From uncovering hidden ownership structures under the new BIS 50% rule to mapping international trade flows, Paul explains how CSI's platform empowers compliance and strategy teams with actionable intelligence—without ever needing to board a plane.If you're navigating global markets, supply chains, or regulatory frameworks, this episode offers a practical look at how AI and specialized data can give you the edge.If you liked what you heard today, please leave us a review. Apple or Spotify See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Season 2 of The Dealist, Catherine Ford and senior M&A leaders cut through the hype to reveal how AI is reshaping M&A — from faster due diligence to sharper efficiencies and real competitive advantage. Discover where AI is taking dealmaking next when the first episode premieres September 2, 2025. Don't miss these conversations. Subscribe to The Dealist wherever you get your podcasts. Subscribe to The Dealist Apple: https://podcasts.apple.com/us/podcast/the-dealist/id1805660414 Spotify: https://open.spotify.com/show/5zinlPsfd2xDuY10zdIBqJ YouTube: https://www.youtube.com/intralinks Further reading The Dynamics of Due Diligence, a report produced by SS&C Intralinks in association with Mergermarket and The M&A Research Centre (MARC) that explores the reasons behind the ever-expanding due diligence period in the past decade and reveals why those deals that have a “medium” duration in terms of timing are the most likely to succeed. Download here: https://www3.intralinks.com/the-dynamics-of-due-diligence-report?&utmcampaign=701pq00000ca6xu&utm_content=podcast-blog) Discover how Intralinks DealCentre™ revolutionizes deal management with cutting-edge AI technology and smart solutions here: https://www.intralinks.com/products/dealcentre-ai?utm_source=podcast-platform&utm_medium=partner-referrals

Due diligence isn't the most glamorous part of real estate investing—but it's the backbone of protecting your capital. In this episode of The Property Profits Podcast, Dave Dubeau sits down with Chris Price from Boost Capital Group to talk about the lessons learned from recent market turbulence and how to bulletproof your due diligence process moving forward. Chris shares insights on why vertically integrated operators often outperform, the red flags in non-vertically integrated partnerships, and how a fund-of-funds approach can secure better terms for investors. They also discuss the current challenges in raising capital and how investor education is helping Boost Capital build stronger, more informed partnerships. If you're serious about safeguarding your investments and partnering with the right people, this conversation will give you practical steps you can apply today.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

On this episode of Next Leve CRE, Matt Faircloth interviews Chris Zona. Chris explains how litigation can be used offensively to acquire properties—leveraging non-performing loans (NPLs), credit bids at auction, and receivership—to turn “conflict into capital.” They break down practical playbooks for both quick exits and long-term holds, including borrower workouts and covenant rewrites, plus where smaller and mid-market investors can realistically start. Chris also outlines risks, jurisdictional timelines, and why disciplined diligence and capital planning are essential before diving into distressed debt. Chris Zona Current Role: Partner & Trial Attorney, Mandelbaum Barrett PC (complex commercial litigation; real estate-focused strategies using litigation) Based In: New York City, NY Say Hi To Them At: LinkedIn | mblawfirm.com Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we unpack the story of Val Berechet, founder and CEO of Sun Solar Solutions, one of the fastest-growing solar installation companies in the U.S. From his early days in Romania to becoming a customer-turned-entrepreneur in the solar industry, Val shares how a bad installation experience sparked his mission to build a company rooted in quality, transparency, and customer trust. In this conversation, the discussion explores entrepreneurship, the solar market's future, and the mindset required to scale a business without sacrificing integrity. Val opens up about building a company culture based on accountability, navigating industry challenges, and why long-term thinking beats chasing short-term gains. Perfect for entrepreneurs, operators, and anyone curious about renewable energy, leadership, and what it takes to build a sustainable business in a fast-changing market. Chapter Markers: 00:00 – Introduction to Val Berechet & Sun Solar Solutions 00:38 – From Romania to America: How Childhood Shapes Perspective 02:22 – Early Businesses & Starting in Entrepreneurship 03:16 – A Nightmare Solar Experience That Sparked a Company 05:11 – Customer Experience as the Core Mission 07:19 – Lessons from Scaling Sales & Install Teams 09:04 – Why Cutting Corners Kills Long-Term Growth 12:13 – Proactivity vs. Reactivity in Business 15:13 – Guiding Principles: The Golden Rule in Business 17:02 – What It Takes to Be a Good Operator in 2025 20:04 – Risk vs. Consistency: Business Lessons from Investing 22:17 – Due Diligence & Setting Honest Expectations 26:50 – Recruiting, Partnerships, and Building Culture 27:09 – The Immigrant Mindset & Opportunity in America 30:13 – The Future of Solar & Energy Demands 33:38 – Market Shifts, Tax Credits, and Long-Term Stability 35:06 – Fear vs. Opportunity: Thriving in Uncertain Times 36:15 – Balancing Business with Travel & Lifestyle 39:24 – Money as a Tool for Experiences & Future Goals 42:03 – Scaling Through Leadership & Empowering Teams 44:12 – Growth vs. Quality: Choosing Sustainable Scale Connect with Val Berechet & Sun Solar Solutions: Sun Solar Solutions: https://sunsolarsolutions.com Instagram: https://www.instagram.com/valberechet/?hl=en   Subscribe, leave a review, and share this episode with someone looking to grow with integrity in business and leadership. What lesson will you take into your own journey? #Entrepreneurship #SolarEnergy #Leadership #BusinessGrowth #Mindset #Sustainability #ScalingBusiness #IntegrityInBusiness #WealthBuilding #LongTermSuccess #StevenCohen #MillennialMillionaire

Send us a textIn this Family Office Club investor panel, seasoned investors share exactly how they separate real opportunities from overhyped pitches. From customer validation to live product demos, this discussion covers the due diligence mindset used for deals ranging from $500K to $15M+.Key insights from this panel:

Connect with Frank:https://www.youtube.com/channel/UCFK1RjZJFQ5QkhoxGf1YaYAClick to text the show! Click to Access the Southwest Airlines 100,000 Point Offer Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this episode, we dissect a deal that started with so much promise but quickly devolved into a non-performing note nightmare. Learn from my (mis)adventures as we uncover the importance of due diligence and what to do when a "performing" note turns out to be a dud. Get ready for some real talk and actionable insights that could save you from making a costly mistake!Initial Assessment: The deal involves a property in Toledo, Ohio, with a $106,000 UPB and a sales price of $110,000. The interest rate is 8.9%, with P&I payments of $845.71 a month. Sounds good, right?The Red Flags: Concerns arise when the previous value was $56,000, raising questions about the escalated sales price. Plus, current market rent is around $1,000 a month.Making an Offer: I dove in with an offer at $40,000, aiming for a sweet yield. But is it too good to be true?Collateral File Deep Dive: We explore the collateral file, including underwriting, property insurance, closing documents, and servicing history. Time to put on our detective hats!BPO Blues: The exterior BPO comes in at around $60,000, which is lower than expected. Could this be a sign of trouble?Servicing History Shenanigans: The servicing history reveals a lack of consistent payments and late charges. Houston, we have a problem!The Seller Confession: The seller admits the note is not performing and apologizes for the misrepresentation. Honesty is the best policy... eventually.Foreclosure Fears: With the borrower making zero payments, foreclosure looms. Can we turn this ship around, or is it destined to sink?Cash for Keys Conundrum: Considering offering cash for keys to expedite the process and avoid costly foreclosure. A little sugar goes a long way!The Verdict: Based on the BPO and payment history, this deal is currently a dud. But with some savvy negotiation and a bit of luck, we might just salvage it.So, there you have it, folks! Another episode, another lesson learned. Remember, always do your due diligence, trust your gut, and never be afraid to walk away from a bad deal. Stay tuned for more note investing adventures, and don't forget to like, subscribe, and share the love! Until next time, keep chasing those deals and closing those notes! Peace out!Watch the Original VIDEO HERE!Check out Scott's AI Clone 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 PinterestSign up for the next FREE Note Weekend Class HERE!

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

On this episode of the Passive Income Playbook, Pascal Wagner interviews Tyler Krengle, Head of Asset Management at Rockfish Capital. Tyler walks us through his journey from helping grow the third-party management arm of Banyan Equity to building Rockfish's operations alongside a German sponsor. He dives deep into the dynamics of third-party vs. vertically integrated property management, the risks of misaligned incentives in management contracts, and the red flags LPs should watch for when evaluating deals. Tyler emphasizes the importance of early involvement from property management in underwriting, the nuances of construction oversight, and the often overlooked human elements that make operators truly successful. Tyler Krengle Current Role: Head of Asset Management at Rockfish Capital Based in: Texas Say hi to them at: LinkedIn - Tyler Krengle | https://pacificcapitalholdings.com/ Visit investwithsunrise.com to learn more about investment opportunities. Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices