Podcasts about Due diligence

In this episode of Business Buying Strategies, Johan Gory, managing director of OnPoint Accounting, offers an in-depth masterclass on financial due diligence.   Johan explains the importance of involving a due diligence expert, common pitfalls that cause buyers to overpay, and techniques such as the 'source of funds' trick to uncover the real financial health of a business.   He also discusses the relevance of goodwill, the challenges and opportunities in buying distressed businesses, and the role of director's loans in business valuation. This episode is a must-listen for anyone serious about buying a business without risking their own cash.   Key moments   00:00 Introduction to Business Buying Strategies 01:29 Meet Johan Gory: Expert in Financial Due Diligence 05:16 The Importance of Financial Due Diligence 08:36 Understanding Financial Terminology and Add-Backs 13:53 Opportunities and Challenges in Buying Distressed Businesses 17:25 Networking for Business Opportunities 22:04 Understanding Director's Loans 23:54 Negotiation Strategies with Director's Loans 26:07 Evaluating Business Owner's Compensation 29:48 The Importance of Cash Flow in Due Diligence 30:57 The Secret Weapon: Source of Funds Report 38:49 Commercial Due Diligence: Beyond the Numbers   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Private markets by their very nature lack the same transparency that’s standard in public markets. But Morningstar, a leading provider of independent investment insights and ratings, is conducting more due diligence on private markets to help investors navigate the sector. Morningstar Chief Executive Officer Kunal Kapoor joins host Merryn Somerset Webb on this personal finance edition of Merryn Talks Money to tell us more. See omnystudio.com/listener for privacy information.

In this episode, Dr. Peter Kim chats with a familiar guest, Troy Eckard, CEO of Eckard Enterprises, about why so many doctors end up in bad investment deals. With over 40 years of experience in oil and gas, Troy breaks down the common mistakes physicians make — like trusting the wrong people or not doing enough due diligence. They talk about how to protect your money, ask smarter questions, and find investments that actually make sense for your lifestyle. If you've ever felt unsure about where to start or who to trust, this episode will give you real answers. Tune in! Eckard Enterprises brings this episode to you. Eckard Enterprises, LLC, is a family-owned and operated alternative investment and asset management firm, specializing in mineral rights and the U.S. energy industry. Eckard believes that owning tangible assets is one of the safest, long-term investment strategies available in today's investment climate. Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD. Like what you heard? Subscribe and Rate Us!

Season 3, Episode 2: In this episode of No Cap Podcast, co-hosts Jack Stone and Alex Gornik sit down with John Imbriglia, CEO of Crowd Street, and Anna-Marie Allander Lieb, Investment Director, to discuss the company's remarkable recovery from the $63M fraud scandal that rocked its platform. John and Anna-Marie dive deep into how they turned a crisis into one of the biggest expansions in private equity. The duo reveals their shift from crowdfunding to private equity, how they're leveraging AI for smarter due diligence, and why more Americans are moving away from traditional financial advisors in favor of self-directed investing. TOPICS 00:00 - Introduction 05:00 - The Nightingale Fraud Scandal 10:00 - John's Background and Expansion Vision 15:00 - Due Diligence and Sponsor Vetting 20:00 - Technology Updates and Brand Strategy 25:00 - Building Trust Without Financial Advisors 30:00 - AI Integration and Portfolio Management 35:00 - Multifamily and Retail 40:00 - Conservative Leverage and Credit Approach 44:00 - Fall Launch Timeline for Private Markets Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

We are going to do a mini-series on some of the latest AI tools that are specifically tailored for real estate investors. So we will be doing two shows back to back to highlight what is emerging as a new software arms race in property due diligence. On today's show we are taking a look at Land.id (formerly MapRight). This software consolidates data from multiple disparate data sources and allows for the plotting of more than 40 layers of information on top of satellite imagery. This includes survey data, soils reports, topography, zoning, to name just a few. --------------**Real Estate Espresso Podcast:**  - Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)  - 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)  

In this episode of the AZREIA Show, hosts Marcus Maloney and Mike Del Prete welcome special guest Benjamin Korn, a land acquisition expert, to discuss the ins and outs of land investment. Ben shares his journey from being a first responder to becoming a financial advisor and eventually transitioning into real estate, focusing on land acquisitions. He dives deep into the specifics of finding, evaluating, and purchasing land, particularly through foreclosure sales, and offers valuable insights for both novice and experienced investors.  Tune in to learn about Ben's strategies, success stories, and the importance of due diligence in land investments. Key Takeaways: 01:39 Introducing the Guest: Benjamin Korn, the Landman 02:08 Ben Korn's Journey from First Responder to Financial Advisor 05:46 Discovering Real Estate and the Path to Financial Literacy 07:18 First Steps into Real Estate: Attending AZREIA Meetings 09:36 Finding the First Deal: Foreclosure Sales and Due Diligence 19:18 Determining Land Price Comps 20:00 Challenges in Selling Foreclosed Land 22:27 The Importance of Controlling the Deal 23:41 Evaluating Land Deals and Due Diligence 25:01 Opportunities in Tax Foreclosures 27:25 Fundamentals of Land Evaluation 32:02 Using Technology for Land Deals 33:14 Ultimate Goals in Land Development 36:40 Advice for New Land Investors   ------     The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction. In this episode, CPA and due diligence expert Bill Wiersema discusses inaccurate revenue recognition, non-compliance with state and local tax laws, and how sellers can increase their business's value by addressing accounting changes, tax compliance, and non-recurring items.  View the complete show notes for this episode.   Want To Learn More?  M&A Due Diligence Preparation Adjusting Financial Statements: A Complete Guide Preparing Financial Statements When Selling a Business Top Financial Challenges in Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Send us a textIn this episode, the group of seasoned investors shares invaluable insights that can save you from costly mistakes and enhance your investment strategies. From learning how to trust but verify, the importance of pattern recognition in founder behavior, to understanding how to navigate multiple rounds of funding, the discussion is filled with strategies that can turn small investments into major returns. Panelists discuss the nuances of team dynamics, due diligence, legal structures, and the importance of connecting with local experts to streamline the investment process. Whether you're an angel investor or part of a family office, these insights will guide you in making informed decisions and optimizing your investment journey. Tune in for real-world advice, cautionary tales, and tips on working together as a group to maximize success.

Este episodio nace de una conversación que tuvimos hace unos días en Madrid durante un evento sobre M&A y tecnología. Por eso, el formato es algo diferente al habitual. ¿Cómo se puede valorar correctamente la tecnología en una operación de adquisición? En esta charla reunimos a tres referentes del sector para explorar el papel que juega una due diligence técnica rigurosa a la hora de detectar riesgos, identificar oportunidades y asegurar una integración tecnológica exitosa. Discutimos cómo la tecnología puede ser un factor determinante para crear valor sostenible en un proceso de M&A. Si trabajas en adquisiciones, ya sea desde el lado inversor, técnico o estratégico, este episodio te ayudará a entender mejor cómo evaluar activos tecnológicos y qué mirar más allá del código. Algunos de los temas que tratamos: Cómo evaluar estratégicamente los activos tecnológicos Riesgos técnicos y oportunidades que no siempre están a la vista Qué considerar al estimar la inversión necesaria después de la adquisición Cómo asegurar una integración tecnológica alineada con la tesis de inversión Participan en esta conversación: Jordi Miró Bruix (CTO, Co-Fundador de Ancla.life, advisor e inversor) Luis Rosa López (Especialista en transformación digital, AWS) José Enrique Rodríguez Huerta (Managing Director, Codurance España) Álvaro Arribas, Lead consultant en Codurance, como conductor de la charla.Si prefieres ver el video lo tienes aquí. Y también te dejamos el enlace para descargarte el ebook sobre El papel estratégico del software en M&A

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 #SHMS Support 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 #SHMS 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 #SHMS Steve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

If you would like a copy of our Due Diligence Checklist, click HERE.-----------On today's show I'm sharing the story from this past week of someone who is in our investor ecosystem. She owns several properties in a tertiary market about an hour outside Toronto. She is in her 70's and her husband has several physical limitations. She is her husband's principal care giver. She has invested in several of our projects over the years and is someone who our team holds dear in our hearts. One of her properties is over 100 years old and was in need of some exterior brick repair. She hired someone who was "in the area" performing masonry work. They had a business name that sounded big and impressive. They listed an address in Toronto and their website had plenty of testimonials and photos. I got a call mid way through the week with an urgent request for help that the contractor was asking for a large up front payment. I made it clear that she should not every pay in advance and should only pay in tranches as work is completed. There was no contract. The price changed part way through the job, and the demand for payment was a huge red flag. By all accounts, the work was well done. This is one of those stories that has a relatively happy ending. But the entire engagement was built on a foundation of lies and it could have been a real problem. -------------**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)  

Send us a textIn this episode, investor club leaders share cautionary tales from their personal investment journeys. They delve into horror stories where deals went south, offering key insights and valuable lessons learned along the way. Topics include the importance of timing and market cycles, the dangers of over-promising on deals, and the significance of due diligence and clean documentation. From startup struggles to poor decision-making in real estate and AI ventures, these stories underscore the critical need for strategic thinking, strong relationships, and understanding market dynamics when raising or investing capital. Tune in to hear firsthand experiences and actionable advice that could save you from making the same mistakes in your own investments.Key Takeaways:- The importance of seizing opportunities in a frothy fundraising environment- Why founders should act quickly during strong fundraising cycles, even when market conditions are uncertain- The value of concise and clear communication when pitching investment opportunities- How poor due diligence and lack of knowledge can lead to costly mistakes- The risks of over-promising and aiming for deals outside of your expertise or laneThis episode offers a mix of investor insights and cautionary advice, perfect for anyone looking to avoid pitfalls in capital raising or investment.

Send us a textSkipping home inspections might seem like a smart move to strengthen your offer in a competitive market, but this short-sighted decision frequently returns to haunt homeowners years later. Jim and Laura dive deep into the concerning trend of inspection waivers and the painful consequences many homeowners now face when trying to sell properties they purchased without proper due diligence.Through shocking real-life examples, they reveal how seemingly minor oversights transform into major financial burdens. There's the horrifying story of a flipped house where the renovator converted an exterior deck into bedrooms by simply laying carpet over deck boards that were making ground contact, creating perfect conditions for moisture damage and mold. Another cautionary tale involves unpermitted structural modifications where load-bearing walls were removed without proper engineering or authorization, leaving homeowners vulnerable to both safety concerns and potential legal complications.The conversation highlights how moisture problems, when caught early, might cost hundreds to repair, but when left undetected for years, can require tens of thousands in remediation. For those who previously purchased without inspections and now plan to sell, the hosts offer practical advice: commission a pre-listing inspection to identify and address issues proactively rather than waiting for buyers to discover them. This transparency creates buyer confidence and demonstrates responsible stewardship of the property.With approximately 70% of buyers who waived inspections reporting regret about their decision, the podcast makes a compelling case for why professional home inspections remain essential despite market pressures. Whether you're buying, selling, or simply maintaining your home, this episode delivers valuable insights into protecting your largest investment. Have you experienced inspection regrets? Share your story and subscribe for more real estate wisdom from Ohio's inspection experts.Support the showTo learn more about Habitation Investigation, the Three-time Winner of the Best Home Inspection Company in the Midwest Plus the Winner of Consumer Choice Award for Columbus Ohio visit Home Inspection Columbus Ohio - Habitation Investigation (homeinspectionsinohio.com) NBC4 news segments: The importance of home inspections, and what to look for | NBC4 WCMH-TV Advice from experts: Don't skip the home inspection | NBC4 WCMH-TV OSU student's mysterious symptoms end up tied to apartment's air quality | NBC4 WCMH-TV How to save money by winterizing your home | NBC4 WCMH-TV Continuing Education for Ohio Agents Scheduled classes Continuing Education for Ohio Agents Course lis...

Thinking about buying a home service business with an SBA loan? This episode is your go-to guide. Jackquisitions sits down with Alan Peterson—who closed over $70 million in SBA acquisition financing last year—to break down how to structure high-leverage deals, navigate the latest SBA loan rule changes, and avoid the costly mistakes many first-time buyers make.If you're serious about acquiring a home service business and want a financing strategy that actually works, this episode is a must-listen.

Marcio El Kalay recebe Natália Couri Katzer, Gerente de Avaliação e Due Diligence de Terceiros na Eletrobras, para um bate-papo imperdível sobre suas vivências com o Pró-Ética. 12º Congresso Internacional de Compliance: https://bit.ly/43AZbDy

Ziv Nakajima-Magen's main room presentation at the JRE Summit, spring 2025.

Send us a textIn this episode, Richard C. Wilson, founder of the Family Office Club, shares his valuable insights on successful investing, decision-making, and business strategies, drawn from his extensive experience working with high-net-worth individuals and billionaires. Richard emphasizes the importance of conducting due diligence, the benefits of second-order thinking, and positioning yourself for inevitable future trends. He also discusses the concept of being "anti-herd"—rejecting conventional wisdom—and highlights the importance of passion, focus, and resilience in both business and personal success.Key Takeaways:- Due Diligence: Always conduct thorough due diligence on potential partners, investors, or clients before committing to any partnership.Billionaire thinking: - Second-Order Thinking: Understand the long-term consequences of decisions, particularly when anticipating future trends like AI's impact on industries.- Anti-Herd Mentality: Reject conventional industry practices and challenge the status quo to create unique opportunities and competitive advantages.- Focus and Extreme Focus: The power of single-minded focus in achieving success, a lesson from billionaires like Warren Buffett and Peter Thiel.- Sunk Cost Immunity: Learn how to let go of failing projects without emotional attachment, a mindset embraced by successful entrepreneurs.- Reading and Learning: The importance of continuous learning, pattern-matching, and diving deep into niche areas to gain an edge over competitors.- Controlled Chaos: How high-net-worth individuals embrace multiple projects and experiment with new ideas, while focusing on what works.- Networking and Proximity: Surround yourself with successful, ambitious people to elevate your thinking and actions.Richard also discusses inspiring stories of billionaires, such as Larry Connor, Elon Musk, and Arnold Schwarzenegger, who defied conventional paths to achieve monumental success. The episode includes Richard's recommendations of top business books authored by billionaires, which serve as invaluable resources for those looking to grow and succeed in their entrepreneurial ventures. Go to https://billionaires.com/books/

Are you prepared for the due diligence phase of selling your business? What sort of things will a strategic buyer want to see? In this episode, strategic buyer Michael Seitz shares his advice on selling your business, from ensuring your landlord is on board with the sale, to setting realistic price expectations, to how you should pick your attorney.  View the complete show notes for this episode.   Want To Learn More?   M&A Guide | The 4 Types of Buyers of Businesses M&A Due Diligence Preparation Selling to a PE Firm as Part of a Roll-up Preparing Emotionally for the Closing Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/In this episode, Mat Sorensen and special guest David McAlvany explore how to buy gold, silver, platinum, and palladium in your IRA. They explain the rules, benefits, risks, and strategies—whether you're seeking portfolio diversification, inflation protection, or long-term growth. Learn how precious metals can fit into your retirement plan and what mistakes to avoid.

Tracey Northcott's main room presentation at the JRE Summit, Spring 2025.

Send us a textIn this episode, Richard C. Wilson, founder of the Family Office Club, shares his expertise on how Artificial Intelligence (AI) is transforming the investment landscape. Drawing from insights gathered at the AI mastermind event hosted earlier this year, where top decamillionaires and centimillionaires discussed how they are leveraging AI for growth, Richard reveals the tools and strategies that are driving success in family offices today.Throughout the episode, Richard outlines the various stages of AI adoption and explains how AI is evolving from basic applications to more sophisticated systems. He introduces several proprietary AI tools that the Family Office Club has developed to streamline due diligence, improve investment decision-making, and enhance the efficiency of investors and entrepreneurs.Here are the key AI tools Richard discusses in detail:Dewey: Instant Due Diligence Advisor – An AI-driven tool designed to assist in due diligence by analyzing 100+ checklists and white papers. Dewey can quickly digest extensive documents (like pitch decks or PPMs), identify red flags, and highlight areas of concern, offering valuable insights to investors without replacing human expertise.Billionaire Collective Intelligence – A tool built by feeding insights from 45 billionaire interviews and over 900 public talks. This tool allows users to interact with the collective wisdom of billionaires, gaining advice on scaling businesses, negotiations, and investment strategies, all tailored to the mindset of high-net-worth individuals.1 Line Capital Raising Pitch – This AI tool analyzes pitch decks based on 25 factors, offering immediate feedback on areas that need improvement. It generates multiple one-liner options based on specific criteria, helping entrepreneurs perfect their pitch to investors.Instant Partner Insight – A personality profiling and background analysis tool. This tool pulls publicly available data and offers insights into the red flags or risks associated with potential investors or partners, helping you make faster, informed decisions without a lengthy search.Investor Advantage – By feeding all the transcripts from events hosted by the Family Office Club, this AI tool serves as a powerful knowledge base, offering feedback on structuring deals, capital raising, joint ventures, and more, all based on the lessons shared by seasoned investors who have spoken at Family Office Club events.Throughout the episode, Richard emphasizes the importance of AI tools in enhancing productivity and making smarter, more efficient decisions in the fast-paced world of investing. These tools aren't just designed to replace human input but to augment it, enabling investors to leverage AI for more informed decision-making and a competitive edge.This episode is packed with insights into AI's role in family office operations, and Richard's practical approach to integrating these tools into your investment strategy. Whether you're a family office, investor, or business owner, these AI-powered solutions can help you streamline your operations, mitigate risks, and scale your business efficiently.

In this conversation, John Harcar interviews Phil Tudor, a real estate investor and virtual project management expert. Phil shares his journey from being a contractor to becoming a successful real estate investor, discussing the challenges he faced and the lessons learned along the way. He emphasizes the importance of due diligence, effective contractor management, and the evolution of his business model. Phil also provides insights into common mistakes investors make and how to vet contractors effectively. The conversation concludes with information on how to connect with Phil for virtual project management services and coaching. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Zen and the Art of Real Estate Investing, Jonathan is joined by Gary Lipsky, founder of Break of Day Capital, to explore what it takes to succeed in multifamily real estate syndication. Gary shares how he went from buying his first fixer-upper in Los Angeles to managing over 3,200 apartment units across Arizona. With an emphasis on transparency, due diligence, and investor education, Gary discusses how his firm evaluates markets, selects value-add properties, and builds long-term relationships with investors. They dive deep into the differences between Class A and B assets, what makes a market like Tucson attractive for syndicators, and how Gary's entrepreneurial background helped him scale while staying focused. The conversation also covers how passive investors should evaluate operators, what strong communication looks like, and why a conservative, consistent approach beats chasing the highest returns. In this episode, you will hear: What drew Gary to the Tucson market, and how he evaluates its long-term potential Key indicators he looks for when assessing Class B value-add properties Traits of trustworthy syndicators and how passive investors can vet them effectively The role of conservative underwriting in building a sustainable investment strategy How consistent execution and strong communication help operators earn investor confidence Ways to educate potential investors without overselling or overpromising Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Break of Day Capital website - breakofdaycapital.com Break of Day Capital on YouTube - www.youtube.com/c/BreakofDayCapital Break of Day Capital's Facebook - www.facebook.com/breakofdaycapitalinvesting Gary Lipsky on Instagram - www.instagram.com/breakofdaycapital Connect with Gary Lipsky on LinkedIn - www.linkedin.com/in/gary-lipsky Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

AMDG. In a continuation of last week's episode, Lisa Popcak shares her advice for new homeschooling families, including what aspects of education matter most and what worked in her own family. “I had promised her… you will be 100% fine,” Lisa recalled. “And sure enough, she got recruited by her college… and got almost a full ride to be a pre-med student.”     Lisa reflects on her children leaving the home for college, navigating hard seasons in the home, liturgical living, and so much more.     Kolbecast episodes mentioned & relevant:  261 Flow & Connection through Learning, the first part of our conversation with Lisa Popcak  255 Family Life as Liturgy with Dr. Greg Popcak  131 It's All about Relationship with Danielle Bean  62 Due Diligence with Darren Jones of the Homeschool Legal Defense Association (HSLDA)  105 Not Just for Special Occasions  Related links:   CatholicHOM (Households on Mission)  CatholicCounselors.com  More2Life Radio & podcasts  Books by Dr. Greg & Lisa Popcak  Momfidence podcast  BeDADitudes podcast  Hold On to Your Kids: Why Parents Need to Matter More than Peers by Gordon Neufeld & Gabor Maté  Books by the Popcaks mentioned in this conversation:  Discovering God Together: The Catholic Guide to Raising Faithful Kids  Parenting Kids with Grace (birth to age 10)  Parenting Your Teens and Tweens with Grace  Once upon a Lifetime Podcast  Have questions or suggestions for future episodes or a story of your own experience that you'd like to share? We'd love to hear from you! Send your thoughts to podcast@kolbe.org and be a part of the Kolbecast odyssey.   We'd be grateful for your feedback! Please share your thoughts with us via this Kolbecast survey!  The Kolbecast is available on Apple Podcasts, Spotify, and most podcast apps. By leaving a rating and review in your podcast app of choice, you can help the Kolbecast reach more listeners. The Kolbecast is also on Kolbe's YouTube channel (audio only with subtitles).  Using the filters on our website, you can sort through the episodes to find just what you're looking for. However you listen, spread the word about the Kolbecast! 

What separates good privacy professionals from world-class ones? It's not just knowledge, it's knowing where things fall apart.In this episode, we uncover why vendor due diligence is non-negotiable for privacy pros who want to build credibility, protect their organisations, and rise as trusted leaders.You'll learn:The real cost of poor vendor due dilligence (hint: it's not just fines)How to tailor your due diligence process based on riskQuestions every privacy pro should ask vendors (but usually don't)Why glossy PDFs aren't proof and what to ask insteadThis episode is an exclusive extract from the Privacy Pros Academy weekly Wednesday Expert Insights Lab. This is the space where world-class privacy professionals come to sharpen their skills, learn from real-world experience, and stay ahead of the curve.Want access to live sessions like this?Join our Skool community and unlock expert insights designed to accelerate your privacy career: https://www.skool.com/privacypros/about?ref=3319dc689ed040a89e97e2258754a1f8

In this episode, I demystify the often complex process of preparing your business for sale. From unexpected offers to due diligence, I provide actionable steps to ensure you're ready for any opportunity that comes your way. Learn how to clean up your financials, document operational procedures, and mitigate risks to build buyer confidence. Discover why it's crucial to have GAAP-compliant financial statements, a well-documented corporate structure, and key contracts at your fingertips. Whether you're ready to sell or just want to be prepared, this episode is your go-to guide for making your business a more attractive asset. Tune in now to start taking proactive steps toward a profitable exit strategy!   What You'll hear in this episode: [00:50] Unexpected Offers: The Start of a Business Sale [01:50] Understanding the Letter of Intent (LOI) [02:15] Preparing for Due Diligence [03:20] Importance of Clean Financials [04:20] Key Documents and Metrics for Buyers [11:50] Avoiding Deal Killers [14:50] Final Thoughts and Next Steps   If you like this episode, check out: The Five Steps to Selling Your Business How to Value a Business What Are the 3 Things You Need to Know Before Buying a Business?   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode, Jeff and Shawn dive deep into a topic that's becoming more relevant by the day—how to spot a scam, vet an investment, and protect your capital. Whether it's a shady operator, an overhyped mastermind, or a high-return fund that suddenly disappears, they've seen it all—and today, they're pulling back the curtain.Jeff shares hard-earned lessons from real stories—friends who've lost seven figures, deals that looked great but went sideways, and why some “successful” people are just one flashy dance away from collapse. Sean brings the perspective of a cautious investor trying to navigate opportunities while avoiding the traps. They cover:How to vet a deal (even if you're not an expert)What “flash dancers” are and why you should runWhen red flags show up—and why most people ignore themThe emotional toll of losing money—and how to bounce backWhy due diligence, personal visits, and small test investments matterThe difference between a mistake and a betrayal

saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #23 of season 5, Anna Nadeina talks with Matthew, the CEO of ImprovMX, one of the fastest and best mail forwarding plugins and services. --------------Episode's Chapters---------------- 00:00 - Matthew's Background and Entrepreneurial Journey 04:15 - Failed Ventures and Lessons Learned 07:20 - Acquiring ImprovMX: The Process 11:19 - Due Diligence and Unexpected Challenges 20:49 - Advice for Founders: The Importance of Advisors 22:13 - Deal Structure and Fast Close Strategy 24:55 - Determining the Right Multiple for SaaS 28:01 - Transition Period and Customer Reactions 30:48 - Future Plans and Lessons Learned Matthew - https://www.linkedin.com/in/matthew-t-15565736/ ImprovMX - https://improvmx.com/ Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

In this episode of the Modern Man Podcast, host Ted speaks with Joshua Wilson, a serial entrepreneur and business acquisition strategist. They discuss Joshua's journey from being a real estate addict to successfully acquiring and transforming businessesTakeawaysJoshua Wilson transitioned from real estate to mergers and acquisitions.Being equity-rich but cash-poor can be a challenging situation.Diversification is crucial for financial stability.Taking calculated risks can lead to significant rewards.Mental roadblocks often prevent individuals from pursuing opportunities.Due diligence is essential when acquiring a business.Identifying growth potential in businesses is key to successful acquisitions.Entrepreneurship requires resilience and the ability to learn from failures.Networking and mentorship can provide valuable insights and opportunities.The universe often presents opportunities when you are open to receiving them. Don't do restaurants, just too low margins.Niche down as much as you can.Immediate cash flow from acquisitions is a key advantage.Aligning with investors is crucial for success.There is no such thing as a passive business.Creating multiple income streams is essential for financial freedom.Diversification is necessary to avoid being cash poor.Investing in businesses can yield better returns than real estate.Understanding the operational side of business is vital for success.Parenthood has shaped my perspective on financial independence.Chapters 00:18 - Introduction to the Modern Man Podcast 01:38 - From Real Estate to Mergers and Acquisitions 03:21 - Understanding Equity Rich and Cash Poor 06:20 - The Importance of Diversification in Business 09:08 - Taking Calculated Risks in Entrepreneurship 12:22 - The Journey of an Entrepreneur: Lessons Learned 15:16 - Overcoming Mental Roadblocks and Fear 18:28 - The Role of Due Diligence in Business Acquisition 21:23 - Identifying Profitable Business Opportunities 24:05 - Niche Down for Success 27:18 - Immediate Cash Flow from Acquisitions 30:25 - Investing with Limited Cash 33:31 - The Reality of Business Ownership 38:58 - Creating Multiple Income Streams 40:52 - Long-Term Vision in M&A 42:45 - Life Lessons from ParenthoodWilson's Links Website: https://jwenterprise.co/Instagram: https://www.instagram.com/therealjoshwilsonFacebook: https://www.facebook.com/realjwilson/Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: https://rebrand.ly/m2ebook ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️https://themodernmanpodcast.com/thenobleknights

Today we are answering some of your real estate questions starting with how to know if a deal is too good to be true and as well as the importance of doing thorough due diligence before investing in any real estate deal. We talk about all in one loans for mortgages and then answer some questions about variable universal life insurance and annuities. We also hear from our friends at Black Swan Real Estate. Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that's where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you're still in residency. And if you're already out of residency, SoFi's got you covered there too. For more information, go to https://www.whitecoatinvestor.com/Sofi SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  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 

In this episode, Glen Sutherland interviews Amresh Singh, who runs Home Abroad, a firm that assists international investors in purchasing U.S. real estate. Amresh shares insights into the challenges foreign investors face and how his company provides a comprehensive solution. Key Points Discussed: Introduction to Home Abroad: Home Abroad is a one-stop shop for global investors, offering services from property search to financing, setting up LLCs, and property management. Amresh has a background in mortgage financing and real estate technology, which inspired him to create Home Abroad after recognizing the difficulties foreign investors face in the U.S. market. Investment Strategies: Investors range from value-focused individuals looking for properties in the Midwest to those interested in luxury second homes or short-term rentals in popular locations. Common strategies include long-term rentals for cash flow and fix-and-flip projects. Amresh emphasizes the unique ability of U.S. real estate to generate cash flow with leverage through long-term fixed mortgages. Advantages of U.S. Real Estate: U.S. real estate offers a distinct opportunity to generate cash flow while leveraging properties through favorable mortgage options (e.g., 30-year fixed rates). Investors can appreciate their assets in U.S. dollars, providing additional benefits for foreign investors. Common Mistakes by Foreign Investors: Amresh warns against insufficient due diligence on properties, including understanding property taxes, HOA fees, and rental regulations. He advises investors to ask thorough questions and ensure their loan programs align with their investment strategies. Due Diligence and Financing: Home Abroad utilizes a DSCR (Debt Service Coverage Ratio) loan, allowing investors to qualify based on rental income rather than personal income. The process includes obtaining an appraisal to ensure the property will cover its costs, which helps investors make informed decisions upfront. Services Offered: Home Abroad assists investors with property searches, financing, and connecting them with real estate agents. They have a property search platform that matches investment objectives, streamlining the research process.

With gold reaching multiple all-time highs in a span of a few months, investor interest is also surging. One resource, however, is calling for caution amid an uptick of eager yet vulnerable newcomers who have never held gold in their portfolios.Learn more at https://altcoinirareview.com/how-to-start-a-self-directed-gold-roth-ira-steps-to-invest-online-in-a-gold-ira/ Gold and Altcoin IRA Review City: Cushing Address: 2340 East Main Street Website: https://altcoinirareview.com/

Learn how the changing tariff environment can impact your third-party risk management program.

Send us a textIn this episode, industry experts discuss the evolving landscape of technology and its impact on investment strategies. Key topics include the role of AI in driving innovation, the potential for consolidation in med tech and healthcare, and the increasing importance of operational due diligence in private equity. Panelists share their experiences and insights on how technology has streamlined due diligence processes, enhanced transparency, and shaped decision-making in their investments. They also offer valuable advice on how family offices and private investors can approach M&A, divesting strategies, and niche investing, while emphasizing the importance of focusing on a clear strategy and avoiding distractions from emerging trends.

Marquise Richards Host of Keepin' It A Bean podcast, Owner of Leroy's Coffee Blend, and Co-Host of Due Diligence taps in this week and it is a GOOD time! ——— We unpack some of our favorite scenes from the Sinners movie and how vampirism is used to portray white supremacy. ——— May is Mental Health Awareness Month. We unpack growing up with the house rule "what goes on in this house stays in this house" and its impact on our mental health as adults and MORE. Tap in. Leave a review.

August Biniaz is the Co-founder and Chief Investment Officer of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily assets, utilizing the value-add business model while partnering with passive investors as Limited Partners. August was instrumental in the closing of over $208 million of multifamily assets since inception.August is the host of Real Estate Investing Demystified PodCast. He educates real estate investors through his Podcast, YouTube shows, Webinars, and his weekly newsletter "Real Estate Weekly".Chapters00:00 Market Overview and Economic Impact04:50 August Biniaz: Background and Journey in Real Estate10:06 Navigating Cross-Border Investments: Canadian to US14:27 International Investor Considerations and Strategies17:25 Building the Right Team and the BTR Asset Class21:02 The Rise of Build-to-Rent Communities23:44 Investment Strategies in Build-to-Rent25:36 Portfolio Insights and Market Trends28:38 Education and Immersion in Passive Investing31:35 Due Diligence in Alternative Investments34:03 Personal Growth and Investment Philosophy39:52 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, market trends, economic impact, cross-border investments, build-to-rent, investment strategies, August Biniaz, CPI Capital, multifamily investments

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed-use subdivisions and started 12 different companies from the ground up. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in the process.Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations. This channel is all about Entrepreneurship, Real Estate Investing and Real Estate Development*Nothing in this video or podcast is meant to be construed as legal or investment advice, it's for entertainment purposes only. The video is accurate as of the posting date but may not be accurate in the future.WATCH OUT FOR SCAMMERS IN THE COMMENTS I do not have a telegram, discord or any tother type of paid group. I will not contact you here or on other platforms. Scammers are using my name and picture. My real profile has a dark background around my name. I will not ask you to contact me, ask you for money or give you any contact info. Do not contact anyone in the comments. PLEASE HELP BY REPORTING AND DELETING ALL THESE SCAMMERS. Thank you!

One area of complexity in a buy-side M&A transaction is commercial insurance. Given all the potential liabilities, hidden risks, industry-specific needs and coverage gaps, knowing what to look for during due diligence is critical to maximizing post-deal value. On this episode, Brian Stovsky, senior vice president and practice leader for the Oswald Companies and Unison Risk Advisors Mergers & Acquisitions Practice, and Joe Curtis, vice president and director of benefits for Michigan at Oswald Companies, talk about buyer pre-and post-close M&A due diligence considerations of commercial insurance for risk management. 

Jeff is an accomplished real estate operator and Investors Relations Maverick. He has successfully deployed over $40M of equity into a $160M portfolio of assets under management and development, which consists of multifamily, luxury SFHs, ground-up development, and light/flex industrial properties.  Jeff's LP and GP portfolio comprises over 2000 doors under management and development.Jeff is a devoted family man who treasures quality moments with his amazing wife and business partner, Kim, and their three wonderful kids. Outside of running his businesses, his hobbies include boating, golfing, sharing his love for vintage cars and motorcycles, and inspiring young athletes as a coach for youth Travel Baseball.For LinkedIn (Resume), Facebook, X, YouTube, and to schedule a meeting with me, please visit:https://linktr.ee/jeff_ervickChapters00:00 Introduction to the Podcast and Guest03:30 Current Market Overview and Its Impact on Passive Investing06:25 Jeff's Journey into Real Estate10:00 Balancing W2 Job and Real Estate Investing12:43 Private Lending Experience and Strategies15:52 Understanding Infinite Banking and Its Benefits23:27 The Power of Strategic Investments25:53 Leveraging Whole Life Insurance for Financial Growth27:38 Rapid Growth in Multifamily Investments31:09 The Art of Raising Capital33:35 Educational Resources for Passive Investors36:35 Due Diligence in Real Estate Investments38:25 Bucket List Adventures and Investment Strategies42:45 outro CONNECT WITH OUR HOSTConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, multifamily, private lending, infinite banking, market trends, capital raising, investment strategies, Jeff Ervick, Randy SmithSummaryIn this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Jeff Ervick, co-founder of Valorous Capital. They discuss the current state of the real estate market, Jeff's journey into real estate investing, and the balance between W2 employment and real estate. Jeff shares insights on private lending, infinite banking, and how he scaled his multifamily portfolio to over 2,000 doors in just two years. The conversation also touches on the challenges of raising capital and the importance of building trust with investors. Jeff provides valuable resources for new investors and emphasizes the need for continuous education in the passive investing space.

Due diligence part 2: Markets, loans and pref, and feesIn this episode we'll go high level on due diligence on things that fall outside of the initial underwriting of a deal. If you want to take a deeper dive into underwriting due diligence and deal analysis, make sure you get on our email list by following the link below.Want to invest with us? Get on our email list here: https://forms.gle/qF8LvKAyXMCUjiHT6Want to join my future deal review webinars? Get on our invitation list here: https://forms.gle/qF8LvKAyXMCUjiHT6Connect with me on LinkedIn: https://www.linkedin.com/in/the-presidents-club-investor/Sponsored by Presidents Club Investors (https://www.presidentsclubinvestors.com/) 

Send us a textIn this episode of The MLO Project, Frazier and Michael McAllister get brutally honest about why most loan officers waste money on marketing—and how to flip that script.They kick things off with some laughs, then dive into real stories of marketing fails, breaking down how poor time management, lack of follow-through, and shiny object syndrome sabotage results.Their message? Marketing is an investment, not a lottery ticket. If you're not doing your due diligence, blocking time to learn the system, and setting real expectations—you're flushing cash.They also crush the gym membership mentality—you can't just buy the tool and expect results. You've got to use it with purpose.Plus, stick around for a shout-out to the upcoming TAG event and why it's a can't-miss for LOs who want to grow with the right strategies (and the right people).Hit play and learn how to stop wasting money—and start making marketing actually work for you.00:00 Introduction and Banter01:51 Today's Topic: Marketing Expenditures04:16 Personal Experiences with Marketing Investments07:17 The Importance of Treating Marketing as an Investment14:21 Common Pitfalls and Lessons Learned18:09 Reckless Spending and Marketing Mistakes19:11 The Pitfalls of Overspending on Tools and Subscriptions20:44 The Importance of Due Diligence and Vendor Contracts23:37 Adoption Rates and Effective Tool Usage25:42 Setting Constraints and Avoiding the Gym Membership Mentality32:43 Final Thoughts and Upcoming EventsJoin our HighLevel Facebook GroupTMP is presented by: Empower LOConnect with us at mloproject@empowerlo.com

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that begins during due diligence. You'll learn why keeping key employees is the difference between retaining and losing clients, how to effectively communicate changes to minimize disruption, and when to choose between a full roll-up versus platform approach. Whether you're considering an acquisition or have one in progress, this practical roadmap helps you navigate the complexities of merging firms.Chapters(00:51) - Meet the Guests: Michael and Ashley (02:41) - Michael's Integration Experiences (07:16) - Ashley's Integration Insights (09:39) - The Importance of Due Diligence (17:49) - Managing Change and Communication (20:47) - Employee Integration Strategies (23:33) - Key Employees and Leadership Buy-In (24:52) - HR and Payroll Integration (26:18) - Communication Plans and Financial Operations (29:30) - Access to Financial Systems and IT Considerations (34:37) - Communication Strategies (37:54) - Seller Involvement Post-Acquisition (41:33) - Integration Approaches: Full Rollup vs. Platform (47:10) - 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: Michael LyLinkedIn: https://www.linkedin.com/in/michaelly/ Website: https://www.reconciled.com/Ashley RhodenLinkedIn: https://www.linkedin.com/in/ashleyrhodenmba/Website: https://highrock.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In this episode we'll go high level on underwriting. If you want to take a deeper dive into underwriting due diligence and deal analysis, make sure you get on our email list by following the link below.Want to invest with us? Get on our email list here: https://forms.gle/qF8LvKAyXMCUjiHT6Want to join my future deal review webinars? Get on our invitation list here: https://forms.gle/qF8LvKAyXMCUjiHT6Connect with me on LinkedIn: https://www.linkedin.com/in/the-presidents-club-investor/Sponsored by Presidents Club Investors (https://www.presidentsclubinvestors.com/) 

When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material information.  View the complete show notes for this episode.  Want To Learn More?  Negotiating an M&A Purchase Agreement | M&A Tips M&A Due Diligence | Checklist & Overview The Role of M&A Lawyers When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Layla Kunimoto is based in Seattle Washington where she invests on a full-time basis. She also is the publisher of the weekly newsletter AccreditedInsight.com. On Monday, April 28 at noon CDT, Layla will be on LinkedIn Live with Robby Butler from the Y Street Capital team talking about the use of AI for underwriting and due diligence. To attend that live event, here is the link for the live stream - https://lnkd.in/eitNBS7n---------**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)  

Today, we're live with SPI Logistics' Cristine Sills, Navneet Johal, and Shivrani Narayan, who are talking about claims handling, professionalism, fraud prevention, and carrier verification! Guests discuss how the SPI team manages complex claim issues to prevent escalation and safeguard agents from costly errors and potential disputes, uphold SPI's reputation, counter identity theft, and update their due diligence process!   About Cristine Sills, Navneet Johal, and Shivrani Narayan Manager of Client Services, Cristine Sills has been employed at SPI Logistics since January 2003. Cristine started her journey with SPI as an Accounts Receivable Supervisor.  Throughout her tenure, she has acquired diverse skills by cross-training in Accounts Payable, Accounts Receivable, and the Client Care Services department. This comprehensive knowledge has provided her with a unique vantage point on the company's operations, enabling her to contribute to the creation and development of a more integrated learning experience for the employees and independent business owners.  Manager of People and Culture, Navneet Johal has been a part of SPI Logistics since June 2023. In her role, she works collaboratively with her colleagues to ensure the highest level of service delivery to our esteemed agents. Her responsibilities encompass various aspects, including facilitating the smooth integration of new agent offices and their sub-reps, as well as configuring roles within the Salesforce Platform.  Operations Manager, Shivrani Narayan has been a part of SPI Logistics since July 2020. In her role, Shivrani is responsible for providing comprehensive training and support to our agents, particularly in utilizing our internal TMS system and addressing claims and insurance-related inquiries. With her expertise in claims management, Shivrani offers invaluable guidance on carrier vetting, emphasizing key factors to consider and warning signs to be cautious of.    Connect with SPI Phone: 866-744-7774  

#359 This episode is the fourth and final part of a series on buying, fixing, and flipping websites, encompassing strategies for wealth-building and generating long-term cash flow. (Original Air Date - 3/15/24) What we discuss with Matt: + Leveraging Content for Website Growth + Outsourcing Content Creation + Building a Team for Your Website + The Role of SEO and Link Building + Financing Options for Website Purchases + Building Multiple Websites: A Strategy for Success + Leveraging Joint Ventures in Website Business + The Importance of Due Diligence in Website Business + The Potential of High ROI in Website Business + The Power of Good Brokers in Selling Websites + The Power of Networking and Openness in Online Business +The Future of Education in Digital Investment + Conclusion: The Power of Taking Action Links and resources from this episode: Upwork FastComet Flippa Digital Investors program FREE Buy Websites Masterclass Thank you, Matt! A BIG Thank you to Matt and Liz Raad for sponsoring today's episode! To connect with Matt on LinkedIn, click here! For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices