Podcasts about Due diligence

After several years of slowed activity, mergers and acquisitions picked up in the first half of 2025, as disciplined dealmakers reentered the market despite continued uncertainty. In this episode, three McKinsey M&A experts share their recent analysis of global dealmaking, explore the continued outperformance of programmatic acquirers, and weigh in on what the rest of the year’s transactions might look like once the data are finalized. Jake Henry is a senior partner in our Chicago office and the global co-leader of our M&A Practice. He serves clients on M&A strategy, integration, separations, due diligence, and JVs and alliances. Patrick McCurdy is a partner in our Boston office and a leader of our M&A Strategy and Due Diligence work. He serves clients across industries, advising clients on how to leverage M&A as a differentiated capability. Luke Carter is an associate partner in our New York office and co-leads our M&A capability building work, as well as our annual M&A capability survey and our corresponding research into the habits of programmatic acquirers. Rich in resilience: Dealmakers deliver strong first-half results in M&A The seven habits of programmatic acquirers Time to revisit your M&A strategy M&A Annual Report: Is the wave finally arriving? Gen AI: Opportunities in M&A The portfolio management imperative and its M&A implications McKinsey Insights on Strategy & Corporate Finance McKinsey Insights on M&A McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

In this episode of the Real Estate Pros podcast, host Kristen interviews Jason Souwed, a seasoned investor and broker from South Florida. Jason shares his journey into real estate, starting from his early days in the cell phone business to becoming a successful property buyer. He discusses strategies for identifying profitable properties, the importance of understanding liens, and innovative selling techniques through his brokerage. Jason emphasizes the current buyer's market in South Florida and encourages listeners to seize opportunities in real estate investing. 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 —--------------------

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

Christine Nicholson is a award-winning business mentor, author, and exit strategist. In this episode we unpack what it really takes to build, scale, and successfully exit your business.With over a hundred business sales under her belt, Christine shares real-world lessons on the three types of exits every founder should understand, how to prepare for due diligence long before you sell, and why financial freedom starts outside your business.From the emotional rollercoaster of letting go to the practical steps that protect your wealth, this episode is packed with hard-earned wisdom for entrepreneurs who want to create lasting value, and a life beyond the business.00:00 Introduction01:54 Preparing for Business Exit 06:44 The Importance of Delegation 13:40 The Psychological Toll of Due Diligence 19:31 The Role of Preparation in Due Diligence 23:16 Personal Entrepreneurial Journey 29:28 The Overlooked Strategy: Acquiring to Exit 30:26 The Reality of Business Dependency 33:59 Preparing for Wealth Outside the Business 34:54 The Pitfalls of Not Planning Ahead 42:07 The Gender Dynamics in Business Ownership 44:57 The Challenges of Selling a Business 47:52 The Importance of Building Business Controls 49:43 The Motivation Behind Helping Others 53:39 The Impact of Upbringing on Success 55:57 Final Thoughts and Where to Find More InformationContact Christine:https://christinenicholson.co.uk/ Hosted on Acast. See acast.com/privacy for more information.

Scott Foster, Canadian Practice Leader of the Global Transaction Advisory Group at Alvarez & Marsal, joins Mario Nigro to discuss transaction diligence in the Canadian midmarket. A&M's integrated Canadian diligence offering has grown in recent years to encompass financial, commercial, operations IT, and tax services. As Scott notes, the current economic climate is extending many diligence processes as clients try to get a more complete picture of the exposure of businesses to tariff and inflation-related pressures. He and Mario also discuss the potential impact of AI on diligence before concluding with a few thoughts about where midmarket M&A is headed.

At the 2025 TRACE Forum, Kirk Foster, Assistant General Counsel and Director of Compliance at HII Mission Technologies, explores how organizations can use Enterprise Risk Management (ERM) alongside compliance to proactively address emerging risks. By leveraging ERM, Kirk discusses how companies can make data-driven decisions, increase efficiency, reduce redundancy, and support business growth.

If you're still pretending 60/40 will solve everything, this episode is your wake-up call. I brought back the Queen of Alts, Shana Orczyk Sissel, to rip through the reality of alternatives: what works, what doesn't, where the real yield is coming from, and the cost you actually pay for it—hint: liquidity, not magic. We get straight to it. No fluff. No sales pitch. Just the truth. We break down why alts are finally everywhere—regulatory changes, active ETFs, and the rise of interval funds—and why access is easier but the learning curve is still real. Shana explains the tradeoffs in plain English: higher income often means less liquidity, leverage multiplies both gains and pain, and “complex” doesn't automatically mean “risky.” Complexity just means do the work. This is a masterclass in due diligence. We walk through what to ask a manager, how to sniff out conflicts, why structure and third-party vendors matter, and how to judge a product beyond marketing sheets. We also hit the advisor problem: most fear is just lack of information. Your job is to learn what your clients don't have time to learn. Period. Who are alts for? Shana's take: everyone, but not every alt is for everyone. There's a spectrum—from Bitcoin and venture to sober, income-producing private credit. Your job is matching goals, risk, taxes, and liquidity. We close with a simple portfolio checklist so you can stop guessing and start allocating with intent. Watch the full conversation on YouTube: https://youtu.be/coZJKOUwaFsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Send us a textBUY smarter with Alaya Property's economics-driven strategy, getting in BEFORE the data shifts. Book your FREE call now: https://rebrand.ly/chatwithalaya

Summary This episode of the Boss podcast features Dr. Jennifer Whittington sharing her experience with toxic work environments and how she navigated leaving such situations. The host, Dr. Amy Vertries, introduces the podcast as focusing on lessons not taught in residency for surgeons. Dr. Whittington discusses her first job search after residency, where she was geographically limited due to custody arrangements for her daughter. She admits she made a critical mistake by not hiring a contract lawyer to review her employment agreement, which later proved to be problematic. She emphasizes the importance of having legal counsel review contracts, even if it costs around $500, as it's worth the investment to identify potential issues. Dr. Whittington highlights several red flags she missed during her job search, particularly being prevented from speaking with the previous person who held the position. She advises that if an employer discourages contact with previous employees, it's a significant warning sign. She also stresses the importance of getting specific details in writing, such as call distribution, reimbursement, block time, and research time. The conversation then shifts to Dr. Whittington's experience leaving her toxic job. She explains how she carefully planned her exit, ensuring she had credentials at another hospital before resigning, as she anticipated retaliation. She maintained professionalism throughout the difficult two-month notice period, despite facing verbal abuse and humiliation. She shares how staff members showed their support by organizing a farewell party for her despite management's disapproval. Dr. Whittington then discusses her second job, which was a positive experience. She only left this position to care for her sister who was diagnosed with breast cancer. She explains how she took trauma call to pay off her substantial legal fees ($320,000) from her divorce and custody battle, which ultimately made her a better surgeon while helping her become debt-free. Throughout her journey, Dr. Whittington emphasizes the importance of building a support network or "village." When her initial support system fell apart during her divorce, she rebuilt it with colleagues, friends, and community members. She shares emotional stories of friends who supported her during financial hardship, including a friend who traveled to visit her and treated her to simple pleasures like pedicures and ice cream when she couldn't afford groceries. Dr. Whittington concludes by discussing her current position at a hospital where she provides care to underserved populations. She expresses her passion for ensuring that patients at safety-net hospitals receive the same standard of care as those at private hospitals. She also mentions her commitment to mentoring medical students, residents, and PhD students, showing them that they can have successful careers despite personal challenges. The episode ends with Dr. Whittington advocating for subsidized childcare for surgical trainees at a national level, noting that the stress of arranging and paying for childcare can prevent surgeons from focusing on becoming the best they can be professionally. Chapters Introduction to the Boss Podcast and Topic of Toxic Jobs ‎ 00:00:00 Dr. Amy Vertries introduces the podcast, explaining that it focuses on lessons not taught in residency for surgeons. She mentions that two of their most downloaded episodes deal with leaving toxic jobs, and introduces Dr. Jennifer Whittington who will share her experience with toxic work environments and how she navigated leaving such situations. Dr. Whittington's First Job Search and Contract Mistakes ‎ 00:01:13 Dr. Whittington discusses her first job search after residency, explaining she was geographically limited due to custody arrangements for her daughter. She admits she made a critical mistake by not hiring a contract lawyer to review her employment agreement, which later proved to be problematic. A lawyer who reviewed it years later told her "no one reasonable would have allowed you to sign this." She emphasizes the importance of having legal counsel review contracts, even if it costs around $500, as it's worth the investment to identify potential issues. Red Flags in Job Interviews and Importance of Due Diligence ‎ 00:02:36 Dr. Whittington highlights several red flags she missed during her job search, particularly being prevented from speaking with the previous person who held the position. She advises that if an employer discourages contact with previous employees, it's a significant warning sign. She also stresses the importance of getting specific details in writing, such as call distribution, reimbursement, block time, and research time to avoid being "used and abused." Identifying Toxic Workplace Environments ‎ 00:09:22 Dr. Whittington describes signs of a toxic workplace, including lack of respect, being condescended to in front of team members, and feeling uncomfortable with the standard of care provided. She shares her father's advice about being able to "look at yourself in the mirror at night" and feel good about what you did that day, noting that in her toxic job, she couldn't say that about the care being provided. Transitioning Out of a Toxic Job ‎ 00:12:33 Dr. Whittington explains how she carefully planned her exit from her toxic job, ensuring she had credentials at another hospital before resigning, as she anticipated retaliation. She discusses the documentation needed when changing jobs, including licensure verification, risk management documentation, case logs, and letters of recommendation. She emphasizes the importance of having allies who can help navigate this process. Maintaining Professionalism During Resignation ‎ 00:15:21 Dr. Whittington shares how she maintained professionalism during her difficult two-month notice period, despite facing verbal abuse and humiliation. Her mantra was "I am the consummate professional," which helped her not react negatively to poor treatment. She shares how staff members showed their support by organizing a farewell party for her despite management's disapproval. Second Job Experience and Family Emergency ‎ 00:18:03 Dr. Whittington discusses her second job, which was a positive experience. She only left this position to care for her sister who was diagnosed with breast cancer. She explains how the administration was supportive and even held her position as long as possible. She helped interview her replacement and assured them it was a good practice to join. Financial Challenges and Overcoming Debt ‎ 00:24:56 Dr. Whittington reveals how she took trauma call to pay off her substantial legal fees ($320,000) from her divorce and custody battle. This experience not only helped her become debt-free but also made her a better surgeon by improving her efficiency and thoughtfulness. She explains her fear of debt stemming from her lower-middle-class upbringing as a coal miner's daughter. Building a Support Network or "Village" ‎ 00:33:10 Dr. Whittington emphasizes the importance of building a support network or "village." When her initial support system fell apart during her divorce, she rebuilt it with colleagues, friends, and community members. She shares emotional stories of friends who supported her during financial hardship, including a friend who traveled to visit her and treated her to simple pleasures like pedicures and ice cream when she couldn't afford groceries. Current Position and Future Goals ‎ 00:35:26 Dr. Whittington discusses her current position at a hospital where she provides care to underserved populations. She expresses her passion for ensuring that patients at safety-net hospitals receive the same standard of care as those at private hospitals. She also mentions her commitment to mentoring medical students, residents, and PhD students, showing them that they can have successful careers despite personal challenges. Advocacy for Childcare Support in Medical Training ‎ 00:44:10 Dr. Whittington concludes by advocating for subsidized childcare for surgical trainees at a national level. She notes that the stress of arranging and paying for childcare can prevent surgeons from focusing on becoming the best they can be professionally, and expresses her passion for finding ways to address this issue through medical organizations. Action Items Dr. Whittington advised hiring a contract lawyer to review job offers, even if it costs around $500, as it's worth the investment to identify potential issues. ‎ 00:02:52 Dr. Whittington recommended always speaking to the person who previously held the position before accepting a job offer. ‎ 00:04:07 Dr. Whittington suggested going through offer letters point by point with the hiring person, discussing call distribution, reimbursement, block time, and expectations. ‎ 00:03:28 Dr. Whittington advised securing credentials at another hospital before resigning from a toxic job if retaliation is anticipated. ‎ 00:07:14 Dr. Whittington recommended preparing a resignation letter in advance when leaving a difficult workplace situation. ‎ 00:15:36 Dr. Whittington suggested maintaining professionalism when facing verbal abuse or humiliation in the workplace by using a personal mantra like "I am the consummate professional." ‎ 00:16:15 Dr. Whittington advised personally calling patients when transitioning from one practice to another to maintain the relationship and reduce guilt. ‎ 00:21:02 Dr. Whittington advocated for exploring ways to provide subsidized childcare for surgical trainees at a national level through medical organizations. ‎ 00:44:10

Connect with David:https://lucerncapital.com/https://www.linkedin.com/in/david-hansel-a6600b7/ 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.

Ziv Nakajima-Magen's presentation at the JRE Summit, autumn 2025.

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.You'll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.

Everyone wants a piece of the global STR market — but most will lose money doing it.Fabio Moro reveals the brutal truths of running short-term rentals in Italy, and what it really takes to survive in a shifting STR landscape.• Why most foreign investors get crushed in Italy• The systems you must have to manage remotely• What happens when the STR gold rush slows down• How to protect your properties from market shifts• Lessons from building a sustainable business, not a gamble00:01:11 – How Fabio Started Investing in Italy From Abroad00:03:45 – Finding and Trusting the Right Local Partners00:06:20 – Turning Old Properties Into Luxury Short-Term Rentals00:09:42 – Why Italy Is a Hidden Gem for STR Investing00:12:55 – The Real Costs of Renovating in a Foreign Market00:16:28 – Remote Management Systems That Actually Work00:20:12 – Designing Guest Experiences That Command Higher Rates00:23:40 – Due Diligence and Financial Discipline in STR Investing00:28:10 – Scaling With Intent: Quality Over Quantity00:32:02 – The End Goal: Freedom, Culture, and Sustainable GrowthGuest Bio:Formerly a Partner at a major commodity trading firm with ventures spanning the US and Asia, Fabio now channels his international experience into developing distinctive villas and hospitality projects in Italy, guided by a vision of understated luxury, design and local authenticityGuest Link:casaroverella.itpalazzosanvito.itGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

Everyone wants a piece of the global STR market — but most will lose money doing it.Fabio Moro reveals the brutal truths of running short-term rentals in Italy, and what it really takes to survive in a shifting STR landscape.• Why most foreign investors get crushed in Italy• The systems you must have to manage remotely• What happens when the STR gold rush slows down• How to protect your properties from market shifts• Lessons from building a sustainable business, not a gamble00:01:11 – How Fabio Started Investing in Italy From Abroad00:03:45 – Finding and Trusting the Right Local Partners00:06:20 – Turning Old Properties Into Luxury Short-Term Rentals00:09:42 – Why Italy Is a Hidden Gem for STR Investing00:12:55 – The Real Costs of Renovating in a Foreign Market00:16:28 – Remote Management Systems That Actually Work00:20:12 – Designing Guest Experiences That Command Higher Rates00:23:40 – Due Diligence and Financial Discipline in STR Investing00:28:10 – Scaling With Intent: Quality Over Quantity00:32:02 – The End Goal: Freedom, Culture, and Sustainable GrowthGuest Bio:Formerly a Partner at a major commodity trading firm with ventures spanning the US and Asia, Fabio now channels his international experience into developing distinctive villas and hospitality projects in Italy, guided by a vision of understated luxury, design and local authenticityGuest Link:casaroverella.itpalazzosanvito.itGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

In elke deal, samenwerking of leiderschapsrol is er één constante: de mens. We besteden maanden aan financiële en juridische due diligence, maar zelden onderzoeken we met dezelfde zorg de innerlijke houding – de inner stance – van degene die aan het roer staat.

In diesem Jobcast® erzählt Anne aus dem Bereich Financial Restructuring bei Deloitte unter anderem von komplexen Kreditportfolio-Transaktionen.Zitat aus dem Gespräch:„Wir hatten jetzt kürzlich eine Kreditportfolio-Transaktion […] ein Immobilienkredit Portfolio mit ein paar tausend Krediten […] Wir haben den Kunden auf der Verkäuferseite unterstützt, den kompletten Prozess aufgebaut, Investorengespräche geführt und das Portfolio an den Markt gebracht.“

In this episode of Risk! Engineers Talk Governance, due diligence engineers Richard Robinson and Gaye Francis discuss the complications of Safety Legislation & Planning Law.  Drawing on their extensive experience across multiple Australian jurisdictions—including Victoria, New South Wales, Queensland, and federal government projects—Richard and Gaye discuss the challenges engineers and designers face when navigating competing legislative requirements. They examine why Work Health and Safety (WHS) legislation doesn't always take precedence in planning decisions, despite common assumptions, and how this creates significant complications for professionals trying to ensure safe outcomes. 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.

Send us a textIn this powerful panel discussion from the Family Office Club, top investors and family office executives explore how to supercharge your investment opportunity set — finding and structuring deals that others never get to see.Learn how experienced investors identify off-market opportunities, build strategic relationships, and perform deep due diligence to reduce risk and enhance returns.Key topics include:✅ Sourcing exclusive and under-the-radar deals✅ How to gain access to top-tier investment opportunities✅ Balancing risk and reward through due diligence✅ Building relationships that lead to better deal flow✅ The evolving landscape of real estate, private equity, and venture investingIf you're an investor, fund manager, or entrepreneur looking to gain an edge in deal origination, this discussion delivers practical insights you can use right away.

In this week's issue of Travers Smith's Sustainability Insights we are looking at human rights due diligence and defence investments.Links:https://www.traverssmith.com/knowledge/knowledge-container/travers-smiths-alternative-insights-private-markets-and-policy-goals/https://www.traverssmith.com/knowledge/knowledge-container/sustainability-and-security-investing-in-defencehttps://defence-industry-space.ec.europa.eu/eu-defence-industry/defence-readiness-omnibus_enhttps://data.consilium.europa.eu/doc/document/ST-12811-2025-INIT/en/pdfhttps://www.rusi.org/explore-our-research/publications/insights-papers/are-esg-standards-scapegoat-stalling-defence-growthhttps://www.traverssmith.com/knowledge/knowledge-container/travers-smiths-sustainability-insights-investing-in-europes-defence/https://docs.google.com/document/d/1WpGBd6s2-MO5YQw4nVDtiH0av5TjSCMfOoIDrupHLlY/edit?tab=t.0https://www.europeandefense.org/https://www.ohchr.org/sites/default/files/2022-08/BHR-Arms-sector-info-note.pdfhttps://www.americanbar.org/groups/human_rights/reports/defense-industry-human-rights-due-diligence-guidance/

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.

In this conversation, Nicholas Abraham, an investor relations professional, shares his journey into the world of investing, focusing on accredited investors and private equity. He discusses the importance of building relationships in the industry, educating investors on trends, and providing resources like InvestorDD.com for due diligence. Nicholas emphasizes the value of adding connections and resources to help others succeed in their investment journeys.   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   —--------------------

The terms of your purchase deal can make or break your chances for a successful business - and it all starts with making the right offer! In this episode of The Laundromat Millionaire Show, Mike Finger of Exit Oasis returns to share his laundromat journey including tips for proper due diligence, improving the business, and reselling it for 2.5 times his cost!Referenced Links: Our Guest: Exit Oasis Website: https://exitoasis.com/Mike's LinkedIn: https://www.linkedin.com/in/mike-fingerOur Sponsors: H-M Company Drain Troughs: https://www.draintroughs.com & LaundroBoost: https://laundroboostmarketing.comOur Website: https://www.laundromatmillionaire.comOur Online Course: https://dave-menz.mykajabi.com/sales-pageOur Youtube channel: https://youtube.com/c/LaundromatMillionaireOur Podcast: https://laundromatmillionaire.com/podcast/Our Facebook: https://www.facebook.com/laundromatmillionaire/Our Facebook Group: https://www.facebook.com/groups/laundromatmillionaireOur LinkedIn: https://www.linkedin.com/in/dave-laundromat-millionaire-menz/Our Instagram: https://www.instagram.com/laundromatmillionaire/Our laundromats: https://www.queencitylaundry.comOur pick-up and delivery laundry services: https://www.queencitylaundry.com/deliveryOur WDF & Delivery Workshop: https://laundromatmillionaire.com/pick-up-delivery-workshop/Suggested Services Page: https://www.laundromatmillionaire.com/servicesWDF & Delivery Dynamics: A Complete Business Blueprint: https://laundromatmillionaire.com/wdf-delivery-dynamics-a-business-blueprint/LM Episode on Due Diligence: https://youtu.be/Q0kIxMrmuwAPrevious Episode with Mike: https://youtu.be/35Od9WsLHD8Form 8821: https://www.irs.gov/pub/irs-pdf/f8821.pdfTimestamps00:00 Episode 107 Intro – Mike Finger03:42 Mike's Background & Recap of Episode 8106:18 Finding a Laundromat to Buy08:51 Making an Offer11:33 Doing the Due Diligence – First Attempt & Uncovering Lies14:37 Looking for Other Options – Drop Note Strategy15:16 Doing the Due Diligence – Second Attempt & Bypassing the Owner21:05 Using Utility Bills to Estimate Revenue24:51 Foreclosure, Final Offer & Purchase25:54 Dave's Thoughts on Due Diligence and the Timeline for Purchasing a Laundromat28:28 The Importance of Patience30:57 Difficulty in Financing Some Deals34:23 Running Your Business to Maximize Its Value37:00 Turning His Laundromat Around and Reselling at 2.5X His Cost42:36 Learning to Delegate43:54 Our Story of Creating a Sellable Business48:22 Changing the Vocabulary Around “Sellability”51:04 Most Important Concept Learned as a Business Owner51:46 Impact of the Initial Deal52:34 How Mike Increased the Value of His Laundromat57:10 Final Thoughts – Contact Info for Mike Finger 

Entry-Level Deep Dive into Due Diligence - I cover a lot here.   Financial Employee Admin / Business Debt Service Coverage Ratio (DSCR)   Join the How to Buy a Business Cohort - Nov 2025 https://www.letsbuyabusiness.com/   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   Sourcing List: https://www.letsbuyabusiness.com/p/source/

In this episode, Jim brings on Tom Dunkel, founder of Eagle Capital Investments, co-founder of U.S. Mortgage Resolution (11k+ loans transacted), real-estate investor, and author of The Wealth Builders Playbook. Tom left the “corporate penitentiary,” got bloodied in '08, then built durable wealth across distressed mortgage debt, self-storage, STRs, and a fund-of-funds platform.  They break down why “now” is always the right time if your horizon is long, how to own the paper when bricks are a pain, and how to evaluate deals with his SAFE method so you compound without blowing up. What You'll Learn Why headlines aren't a strategy: time horizon and cashflow beat “perfect timing” Distressed mortgage debt 101: how banks offload non-accrual loans—and how pros work them out The SAFE due-diligence method (Sponsor, Asset, Financials, Exit) you can apply to any alt deal Active vs passive: “who, not how” for busy owners who want diversification without a second job How tax advantages (depreciation, cost seg) and steady cashflow protect high earners Action Steps 1. Map Your Horizon & Cashflow Decide your hold period (5–10+ years) and set a monthly cashflow target that makes you work-optional. 2. Run SAFE on Your Next Deal Vet the Sponsor first, then Asset, Financials, and Exit. If any letter fails, pass and keep your powder dry. 3. Choose Your Lane Active: commit to learning, mistakes, and reps. Passive: piggyback a proven operator's network (fund-of-funds, co-GP) to diversify now.

Welcome to Go Gaddis Real Estate Radio. I'm Cleve Gaddis—here to make real estate clear, simple, and worry-free. In this episode, we're continuing our deep dive into the Georgia Association of REALTORS® (GAR) Purchase & Sale Agreement, one of the most important documents in any home transaction. Whether you're buying or selling, understanding what happens after the offer is accepted can save you from costly mistakes. We'll cover: What the due diligence period is and what buyers can (and can't) do during it. How inspection rights, repair requests, and contract termination work under the GAR agreement. What appraisal contingencies are—and how they protect both buyers and sellers. The other key contingencies you should know before closing. How the financing contingency works and what happens if a buyer can't secure a loan. The special protections built in for cash buyers and those using VA, FHA, or USDA loans. Plus, I'll share details about our Upside program, which helps buyers and sellers navigate every market with total confidence. Have a question or want to share feedback? Visit GoGaddisRadio.com to connect, push back, or subscribe so you never miss an episode.

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/

By Adam Turteltaub Why? Why are you asking that? Do you really need to know it? Is it going to tell you something you need to know? Is it a question that anyone could even answer? All of these are questions to ask yourselves and colleagues when they propose adding an item to your due diligence questionnaire. As Kristy Grant-Hart (LinkedIn), author, speaker and Head of Advisory at Spark Compliance, which is now owned by Diligent, explains, too often due diligence questionnaires are filled with questions that are unnecessary at best and counterproductive at worst.  They are born out a desire to cover all the bases not necessarily get you just the information you need. Instead of throwing in everything including the kitchen sink, it's far better to take, as elsewhere, a risk-based approach.  Work directly with those who own the risk review.  And, if the response doesn't matter, don't ask the question. Listen in to learn more about how to create a due diligence questionnaire that gets the answers you need, and not the ones you don't.

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 .

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.

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

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.

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

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