Podcasts about Due diligence

Thoughts on Utah's private equity Sports Roulette

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

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

Revolutionizing Recruitment with SuperHired featuring Josh Hill In this conversation, Josh Hill discusses the innovative approach of SuperHired in transforming the recruitment process. He emphasizes the flaws of traditional hiring methods, the importance of understanding both candidate and company contexts, and the role of AI in recruitment. Josh advocates for a more human-centered approach to hiring, focusing on the 'job to be done' framework and the need for candidates to advocate for their own needs. He also provides insights on navigating the current job market and offers advice for both candidates and hiring managers. Takeaways - Recruitment should be viewed as a matchmaking process. - Traditional resumes are outdated and do not represent candidates accurately. - Work today is dynamic and requires a different approach to hiring. - AI in recruitment often complicates rather than simplifies the process. - Understanding the context of both candidates and companies is crucial. - Companies need to be transparent about their culture and values. - Candidates should advocate for their needs during the hiring process. - Creativity in presenting oneself can help candidates stand out. - The current recruitment system often leads to a lose-lose situation for both candidates and companies. - I nvesting in the right hiring practices can lead to long-term success for companies. Chapters 00:00 Introduction to SuperHired and Its Mission 05:52 The Flaws of Traditional Recruitment 08:38 The Role of AI in Recruitment 11:09 Understanding Candidate Context 13:51 The ATS Dilemma 16:16 Innovative Approaches to Hiring 19:08 Self-Discovery in Job Seeking 21:45 The Exchange of Value in Hiring 24:13 The Future of Recruitment 27:32 The Cost of Recruitment Mistakes 29:29 Transformational Hiring for Small Businesses 31:38 The Human Element in Business Success 33:54 Due Diligence in Recruitment 37:07 Advice for Job Seekers in a Tough Market 41:28 The Dark Side of Recruiting 44:36 Engaging with Hiring Managers Contacting Josh LinkedIn: https://www.linkedin.com/in/josh-hill-24b760a6/ SuperHired on LinkedIn: https://www.linkedin.com/company/108121043/ Web: https://www.superhired.ai/ Dave's Links Contacting Dave: https://linktr.ee/mrsungo Upcoming Classes on Katanu https://www.eventbrite.com/cc/dave-prior-classes-4758623 All Upcoming Katanu Classes https://katanu.com/ The Agile Network https://theagilenetwork.com/discover Use Expert Discount Code: DRUNKENPMCMC33 to get 33% OFF all memberships

Inscreva-se no Nanodegree Gestão Estratégica de Terceiros – Integridade, Sustentabilidade e Due Diligence: https://link.lec.com.br/lVCb. Matheus Cunha recebe Marcelo Zenkner, Managing Director da FTI Consulting, ex-Diretor de Governança e Conformidade da Petrobras, Professor e LinkedIn Top Voice, com mais de 25 anos de experiência em governança, conformidade e liderança responsável.

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

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

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

Send us a textWhat makes investors commit and what makes them hesitate?This segment reveals the smartest due-diligence questions allocators use before investing and what capital raisers can do to prepare.Learn to verify track records, confirm alignment, and demand real “skin in the game.”This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#DueDiligence #InvestorRelations #PrivateEquity #CapitalRaising #FamilyOfficeClubhttps://familyoffices.com/

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

Send us a textAI is redefining how deals are sourced and evaluated.Richard Wilson unveils Hyper-Intelligent, an AI trained on 100 million data points—including feedback from 140 billionaires and 1,500 investor panels.The panel explores how AI can enhance underwriting, due diligence, and investor matching, while warning against complacency and over-automation.A blueprint for using AI ethically and intelligently in capital raising.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#AIInvesting #CapitalRaising #InvestorTools #ArtificialIntelligence #DealFlowhttps://familyoffices.com/

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

Send us a textIn this episode, Josh (@thelifestylecrna) and Colin (@colinfrompdr) break down the story of their first on-market mobile home park deal in Michigan — a roller-coaster experience filled with red flags, bizarre seller behavior, lawyer reviews, investor conversations, and ultimately the decision to walk away before coming back a year later and buying it for tens of thousands less.This episode is packed with hard-earned lessons about due diligence, trusting your instincts, and structuring investor partnerships the right way.What You'll Learn in This Episode:How an on-market mobile home park in Michigan turned into a year-long sagaWhy the seller's weird lease structures, inconsistent lot pricing, and odd fees were major red flagsHow a $600 attorney review saved them from a potentially disastrous dealWhy walking away early prevented them from overpayingHow the deal later resurfaced at a lower price with improved infrastructure (two roads newly paved)The benefits and downsides of traditional bank financing for mobile home parksHow they used an investor to cover the 20% down payment at a 10% returnWhy they now prefer offering equity positions instead of straight interest paymentsHow to navigate sellers who are emotionally attached, condescending, or unrealistic in valuePractical lessons on avoiding bad tenants, dealing with inherited problems, and cleaning up operations after takeoverWhy due diligence, inspections, and attorney review are essential—even when you're excited about a dealSearch-Optimized Keywords Included:mobile home park investing, Michigan mobile home park, real estate due diligence, walking away from a deal, investor partnerships, seller financing vs traditional financing, mobile home park red flags, on-market mobile home parks, real estate negotiation, real estate investing podcast, how to evaluate mobile home parks, mobile home park operations, real estate lawyer review, underwriting mobile home parks.Perfect For:Mobile home park investors, commercial real-estate investors, beginners learning how to structure deals, and anyone who wants real, transparent stories about the good and bad sides of investing.Support the ShowLike, subscribe, and drop your questions—your engagement helps other investors find the podcast. And yes, even our tenants are listening.Be sure to follow us on instagram here Subscribe to our YouTube channel here Click the link, share your contact details, and we'll help you get started on your investment journey. Start now!

Send us a textFamily Office Club founder Richard C. Wilson explains the art of deal structuring — listening deeply to investors' goals, tailoring terms to match their comfort zones, and leveraging “anchor investors” from within a niche to validate deals.Recorded live at the 2025 Super Summit, Richard shows how being flexible and investor-centric transforms cold pitches into lasting partnerships.If you want to understand how top family offices think when reviewing opportunities, this clip distills 18 years of lessons into five powerful minutes.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#DealStructuring #FamilyOffices #CapitalRaising #InvestorRelations #PrivateInvestinghttps://familyoffices.com/

How can companies carry out effective human rights due diligence? In this episode of the Frankly Speaking podcast, Richard Howitt was joined by Niklas Wehner, Director of Corporate Responsibility International for ALDI South Group, which has over 7,500 stores across eleven countries and employs over 200,000 people. Together they discussed ALDI South Group's approach to human rights due diligence, and how it has been complying with the German Supply Chain Act. You'll also hear more about: How ALDI South Group has adopted the role as the trusted mediator between local producers and suppliers in disputes, and examples of it how it has achieved remediation for workers in its global supply chain Why the company sees great potential in the Corporate Sustainability Due Diligence Directive to harmonise standards and prevent the fragmentation of national laws within the EU ALDI South Group's perspective on the Omnibus 1 proposals currently being debated in trilogues  Niklas's verdict on what the Omnibus will mean for the future of corporate human rights due diligence globally  Listen in and follow us on LinkedIn and Youtube! 

Die Commercial Due Diligence ist das Herzstück vieler Transaktionen – und hat sich in den letzten Jahren leise, aber grundlegend verändert. Von der „statischen Analyse“ zum entscheidungsrelevanten Produkt, von Excel-Tabellen zu triangulierten Datenströmen, von reinen Marktgrößen zu Unit Economics und Use-Case-Validierung. Gleichzeitig steigt der Druck: weniger Zeit, mehr Unsicherheit, höhere Ansprüche an Storyline und Szenarien. Markus Knarr hat mit CA Strategy Consultants eine auf CDD spezialisierte Beratungs-Boutique gegründet. Wir sprechen darüber, wie eine gute CDD heute aussieht, was sich in 20 Jahren verändert hat, welche Rolle KI heute schon spielt und in Zukunft spielen könnte und was das für den Small- und Midcap-M&A-Markt bedeutet. Wir beleuchten in dieser Episode:wann eine CDD durchgeführt werden sollte,wie man die notwendigen Informationen erhebt,welche Schnittmengen es zu anderen DD-Arten gibt,wie KI die CDD und die involvierten Menschen beeinflusst,was das für die Zukunft des M&A- und PE-Marktes bedeutet,und vieles mehr... Viel Spaß beim Hören!***Timestamps:(00:02:38) Vita Markus(00:08:18) Wechsel ins PE(00:10:41) CDD und FDD bei PwC(00:14:31) Gründung Superior Ventures(00:16:53) Fortlane Partners & Gründung CA Strategy(00:23:04) Entwicklung & Schwerpunkte CA Strategy(00:29:50) Was ist CDD und wann braucht man sie?(00:33:08) Entwicklung der Investmenthypothese(00:35:52) Informationssammlung und -quellen für die CDD(00:42:57) CDD im Wandel der Zeit(00:48:11) Personal-Themen in der CDD(00:49:55) Rolle von Buy & Build(00:51:02) Schnittmengen mit ODD(00:52:45) Datenlage im Smallcap(00:58:23) Rolle von KI in der CDD(01:06:14) Einfluss auf Junior-Rollen im Prozess(01:08:06) Ausblick M&A-Markt***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastMarkus Knarr auf LinkedIn: https://www.linkedin.com/in/markus-knarr-ca/CA Strategy Consultants auf LinkedIn: https://www.linkedin.com/company/ca-strategy/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***AMBER ist die Plattform für sichere Unternehmensnachfolgen. Schaut bei AMBER vorbei, wenn ihr keinen relevanten Deal mehr verpassen oder die Reichweite eurer Verkaufsmandate zusätzlich erhöhen wollt: www.amber.deals***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals? Jetzt schnell den

Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Thinking about buying a business or taking over someone else's?Before you jump in, Steve breaks down the five things he looks at every single time he evaluates a deal. You'll learn how he analyzes revenue quality, what he looks for in financials, how he decides if a business is worth the price, and why free cash flow—not profit—is what actually matters. If you're serious about entrepreneurship through acquisition, this episode could save you from a bad deal._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

In der 342. Episode von Irgendwas mit Recht spricht Marc mit Christian Wensing, Volljurist und heute in leitender Position in der Rechtsabteilung von Douglas. Christian erzählt, wie er über ein Faible für Sprachen, einen juristischen Vater und erste vage Berufsüberlegungen zum Jurastudium in Münster gekommen ist, warum ihn wirtschaftsnahe Themen wie Kartell- und Gesellschaftsrecht fasziniert haben und wie Stationen im Bundeskartellamt, in Großkanzleien und in der Rechtsabteilung von Henkel seinen Wunsch nach internationaler Arbeit geprägt haben. Es geht darum, weshalb er den eher ungewöhnlichen Weg gewählt hat, den LLM erst nach dem zweiten Examen in London zu machen, welche Rolle Sprache und Netzwerke spielen. Wie bereitet sich ein europaweit tätiger Retailer mit Milliardenumsätzen auf ein Börsen-Listing vor? Was bedeutet eine umfassende Due Diligence aus Unternehmenssicht konkret und wie koordiniert man intern Datenräume, Fragenkataloge und externe Berater? Was unterscheidet die Perspektive eines Kanzlei-Anwalts von der eines Unternehmensjuristen, der auch die Integration von Zukäufen und die langfristige Entwicklung im Konzern begleitet? Wie fühlt es sich an, wenn Kapitalmarktrecht plötzlich zum täglichen Handwerkszeug wird, obwohl man ursprünglich aus dem Private-Equity- und M&A-Bereich kommt? Und welche Überlegungen sollten Studierende und Referendarinnen anstellen, wenn sie zwischen Großkanzlei, LLM, Promotion und Unternehmensjuristerei abwägen? Antworten auf diese und viele weitere Fragen erhaltet Ihr in dieser Folge von IMR. Viel Spaß!

In this special episode of Risk! Engineers Talk Governance, due diligence engineers Richard Robinson and Gaye Francis discuss psychosocial hazards in the workplace and the newly introduced Victorian Occupational Health and Safety (Psychosocial Health) Regulations 2025, which came into effect on 1 December.They explain that the new regulations largely re-states existing Occupational Health and Safety legislation requirements to identify, eliminate, and reduce such hazards as far as reasonably practicable. They also note that psychosocial hazards can manifest in various ways, such as aggression, bullying, exposure to traumatic events, and high-demand jobs. However, they argue that many of the hazards listed in the regulations are failed controls. They recommend that organisations break down psychosocial issues into specific mechanisms, such as vicarious trauma, workload stress, and occupational violence, and then develop targeted controls to address those mechanisms, and highlight how high-risk industries, such as marine pilotage and emergency services, that have long-standing practices for managing psychosocial risks. 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.

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

Il nuovo episodio della serie: “Game Changer”, con ospite Carlo Cottarelli.Economista, direttore de Programma per l'Educazione nelle Scienze Economiche e Sociali dell'Università Cattolica del Sacro Cuore e docente nella stessa Università. Laureato in Scienze Economiche e Bancarie all'Università di Siena e con un master in Economia alla London School of Economics, ha lavorato nel Servizio Studi della Banca d'Italia (1981-1987) e nell'Eni (1987-1988). È stato direttore degli Affari Fiscali del Fondo Monetario Internazionale, commissario straordinario per la revisione della spesa pubblica sotto il Governo Letta e Renzi, direttore esecutivo nel board del Fondo Monetario Internazionale e Senatore della Repubblica Italiana. Nel 2020 è stato insignito del titolo di Cavaliere di Gran Croce dell'Ordine al Merito della Repubblica Italiana. È autore di numerosi saggi sulle politiche e istituzioni fiscali e monetarie, tra gli ultimi: Senza giri di parole. La verità sulle sfide economiche e sociali del nostro futuro (Mondadori, 2025), Dentro il palazzo. Cosa accade davvero nelle stanze del potere (Mondadori, 2024), Chimere. Sogni e fallimenti dell'economia (Mondadori, 2023).A guidare la conversazione di oggi è Marco Mizzau — già CEO di organizzazioni complesse, oggi Strategic Advisor per fondi di Private Equity e investitori istituzionali, con una carriera dedicata alla creazione di piattaforme scalabili e con il fiuto per le imprese che cambiano davvero le regole del gioco. Marco ha visto cosa succede quando visione e capitale si incontrano… o si scontrano.E, come sempre, lo farà senza filtri chiedendo al Prof. Cottarrelli di guardare all'Italia come se fosse un'azienda e chiedendogli da dove comincerebbe la sua due diligence strategica, se consiglierebbe ad un fondo globale di investire nel sistema Italia…e molto altro ancora.Qui non si fanno PR.Qui si parla di scelte vere, di tensioni strategiche, di futuro industriale — con il coraggio di dire le cose come stanno.Questo episodio è una produzione Zero IN – Sharing Knowledge.Siamo sempre alla ricerca di nuove voci e storie da raccontare.Per maggiori informazioni, visitate zeroin.it o scrivete a segreteria@zeroin.it.Ora, la parola a Marco Mizzau per l'apertura dell'incontro.Buon ascolto.

Trailer del prossimo episodio dal titolo:Se l'Italia fosse un'azienda: la due diligence di Carlo Cottarelli 

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

In this episode, Alex Perny sits down with Matt Shechtman, CEO of Long Angle Management, to break down what real due diligence actually looks like in today's private markets. They explore key-person risk, incentive structures, fund transparency, track records, red flags, and why investors must ask uncomfortable questions before wiring a dollar. Whether you're investing in real estate, private equity, venture, oralternative strategies, this episode teaches you how to evaluate managers, avoid hidden risks, and make smarter decisions.00:00 The Importance of Due Diligence in Private Markets03:00 Understanding Key Person Risk05:57 Conflict Resolution and Team Dynamics09:12 Incentive Structures and Their Impact12:03 Navigating Information Sources for Due Diligence15:02 Leveraging Networks for Insight17:56 Identifying Red Flags in Investment Opportunities20:53 Common Pitfalls in Due Diligence28:48 Key Factors in Investment Diligence33:06 Understanding Market Cycles and Manager Performance39:58 The Role of Expertise in Investment Decisions43:11 Navigating the Information Age in Investing49:34 Future Trends in Real Estate and Investment StrategiesSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Matt Shechtman: https://www.linkedin.com/in/msheck/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.#DueDiligence #PrivateEquity #AlternativeInvesting#RealEstateInvesting #PrivateMarkets #InvestSmart #FundManagement#InvestmentRisk #WealthBuilding #AdvantaIRA

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

What is Pommeau? Pommeau is a: fortified blend of fresh apple must (unfermented) and apple brandy (typically Calvados in Normandy or Lambig in Brittany). The unfermented apple juice and brandy are combined before fermentation, which halts the process entirely and preserves natural sweetness. By law in France, Pommeau must be aged a minimum of 18 months in oak and produced within designated regions. It's rich, amber-colored, and served as an apéritif. It is consider to be a French heritage drink shaped by decades of refinement and protected standards. When did Pommeau receive AOC status? Pommeau received its official Appellation d'Origine Contrôlée (AOC) status in 1991, formalizing the traditional method and legally protecting what can and cannot be called Pommeau within France. And in America? If you ask what Pommeau is in the United States, the answer is: nothing defined. There is no legal TTB definition, no standard of identity, and no trade agreement protecting the name. Yet hundreds of U.S. labels already use the word…sometimes accurately, sometimes loosely, often inconsistently. So the question becomes, "What happens when a French classic with strict rules lands on U.S. labels with no rules at all?" That's the conversation American isn't having… yet. In this episode, Ria speaks with alcohol beverage attorney Lindsey Zahn to unpack what it means to use the word Pommeau in the U.S.—legally, culturally, ethically—and what cider makers and consumers should consider going forward. What happens when a French classic with strict rules lands on U.S. labels with no rules at all? That's the conversation America isn't having… yet. In this episode, Ria speaks with alcohol beverage attorney Lindsey Zahn to unpack what it means to use the word Pommeau in the U.S.—legally, culturally, ethically—and what cider makers and consumers should consider going forward. Key Topics Covered What Pommeau legally means in France Why the TTB has no definition for Pommeau How hundreds of U.S. labels were approved without consistency The difference between fortified cider vs. Pommeau Why a COLA approval does not protect you from trademark or trade disputes U.S.–EU trade agreements and why Pommeau is not protected Risks for current makers using "Pommeau" on labels Why "American Pommeau," "Pommeau-style," or accurate class/type statements may reduce risk The opportunity for U.S. cider associations to create a new American term A call for a naming contest—what the U.S. cider world could build together Why truth in labeling matters beyond regulatory compliance Why this conversation needed to happen…ten years ago Contact info for Lindsey Zahn P.C. Website: https://www.zahnlawpc.com Previous Cider Chat episode with Lindsey : Episode 85 Lindsey Zahn on Cider Law TTB Labeling Resources: https://www.ttb.gov 00:00 Introduction and Common Misconceptions 00:23 Meet the Host and Guest 01:35 Episode Overview: Focus on Pommeau 03:13 Cider Tours Announcement 06:58 Listener Support and Sponsors 08:40 Main Discussion: Legal Aspects of Pommeau 25:34 Trademark Rights and Labeling Concerns 27:34 The Importance of Due Diligence in Labeling 28:46 Pomo: A Gray Area in Cider Labeling 30:30 Alternatives to Using 'Pomo' 32:36 Truth in Labeling and Production Methods 36:08 Advice for Cider Producers 38:39 Role of Cider Associations 46:08 Final Thoughts and Call to Action Mentions in this Cider Chat Totally Cider Tours  

A billion-euro bet on Europe's most uncertain frontiers: climate, deep tech, and industrial transformation. Can government-backed funds catalyze global champions—or do they risk crowding out private capital?Dr. Elisabeth Schrey leads the Deep Tech & Climate Fonds (DTCF), a €1B investment vehicle co-financed by Germany's Future Fund and ERP Special Fund. From Munich to Berlin to Brussels, she's navigating the hardest question in European venture: how to deploy government capital without distorting markets.Together, we explore how DTCF is shaping Europe's growth-stage landscape, what it takes to invest in policy-fragile verticals like hydrogen and climate tech, and why Europe's future industrial champions may depend on funds like this.Here's what's covered:01:47 Why Elisabeth Took the Helm at DTCF (and What Gap It Fills)03:32 The Co-Investment Model: Benefits, Limits, and Founder Experience05:38 Crowding Out or Catalyzing? Steelmanning the Public Capital Debate07:21 When DTCF Steps Aside—and When It Competes for Deals09:54 Walking the Tightrope: Returns, Ecosystem Support, and Incentives14:36 Thinking Ahead: Could DTCF's Next Fund Be Purely Financial?15:42 The Scale Up Europe Fund vs. DTCF: Complement or Competition?17:18 Investing in Policy-Fragile Sectors Without Betting on Subsidies20:38 Defining “Readiness to Scale” in Uncertain Markets22:28 Avoiding the Subsidy Trap: Building Models That Work Without Support25:03 Climate & Hydrogen: Placing Bets Before the Hype27:36 Tech Waiting for the Market vs. Market Waiting for Tech29:06 Expanding the Portfolio: Semiconductors, Robotics, Cybersecurity31:27 Munich vs. Berlin: Why Munich Has Emerged as a Hardware Hub32:53 Corporates in Venture: Buffer, Booster, or Bottleneck?34:38 What Founders Need: Senior Hires & Serious Cashflow Models36:04 What Investors Get: Policy Links, Due Diligence, Deep Tech Edge38:22 Advice for Emerging VCs & Policymakers: Where the Next Gap Lies

Ready to grow your property business without the hype? Start your free two-month membership trial with This Property Life today! https://bit.ly/this-propertylife-memebership——————————————————————In this episode of This Property Life, Sarah Blaney welcomes back property expert James Lynch to look into title splitting. While James's expertise centers on splitting freehold buildings into leasehold units, the practical strategies he shares today are transferable to almost any property transaction. What You'll Learn:How to use prop tech tools to source profitable deals more efficiently.Clever ways to legally reduce stamp duty through commercial classifications.Techniques for conducting due diligence remotely to save time and travel.Why expediting title registration can save thousands on bridging finance.Timestamps[02:00] - Tip #1: Use PropTech to Source Smart[04:41] - Tip #2: Go Off-Market[05:50] - Tip #3: Save on Stamp Duty (Legally)[08:39] - Tip #4: Due Diligence from a Distance[14:17] - Tip #5: Work with the Right Solicitors[18:16] - Tip #6: Save on Lease Plans[22:54] - Tip #7: Get the Right Valuer[29:13] - Tip #8: Choose the Right Lender and Broker[31:57] - Tip #9: Expedite Title Registration[34:07] - Conclusion & How to Contact JamesThis Episode is Kindly Sponsored by:Visit thispropertylife.co.uk for more resources, networking events, and industry insights.Follow James Lynch Socials:LinkedIn: https://www.linkedin.com/in/jameshlynch/?originalSubdomain=ukWebsite: http://www.thetitlesplitconsultant.co.uk/LinkedIn (Company): https://www.linkedin.com/company/thetitlesplitconsultant/Facebook (Company): https://www.facebook.com/p/The-Title-Split-Consultant-61564947800547/Instagram (Company): https://www.instagram.com/thetitlesplitconsultant/?hl=enFollow This Property Life Podcast:Website:https://thispropertylife.co.uk/ Apple: https://podcasts.apple.com/gb/podcast/this-property-life-podcast/id1540075591 Spotify: https://open.spotify.com/show/6ULlN2eRKWojGRAkiSa0mZ YouTube: https://www.youtube.com/channel/UCtmPj98bC6swNuYRCaUGPUg Hosted on Acast. See acast.com/privacy for more information.

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

In this conversation, Greg Barron shares his extensive experience in real estate and the importance of due diligence in investment decisions. He reflects on his personal journey, emphasizing the value of learning from failures and the necessity of having a systematic approach to financial analysis. Greg introduces his software, Performa Plus, designed to simplify financial modeling for real estate investors, making it accessible and efficient. He encourages listeners to connect with him and learn more about his work at The Barron Companies.   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   —--------------------

Wenn Investorinnen in Start-ups einsteigen, entscheidet mehr als Zahlen: Eine gesunde Compliance-Kultur schützt vor Risiken, die im Erfolgsdruck oft ignoriert werden. Anwältin Caroline Raspé und Transaktionspartner Adrian Haase zeigen, warum sorgsames Hinsehen im Due-Diligence-Prozess Vertrauen schafft, konkrete Schäden vorbeugen kann und woran Führung erkennbar wird, wenn Dokumente enden und Haltung zählt. Echte Prävention beginnt vor dem ersten Problem – Stille ist selten ein gutes Zeichen. Du erfährst... …wie Compliance im Akquisitions- und Investmentprozess entscheidend wird. …welche Rolle Due Diligence bei Investitionen und Übernahmen spielt. …wie Unternehmen durch präventive Compliance Risiken minimieren. __________________________ ||||| PERSONEN |||||

This week on Swimming with Allocators, it's time for another discuss, debate, and question episode as Alexa Binns and Earnest Sweat dive into the evolving venture capital landscape, examining themes like LP confidence in selecting managers versus direct deals, the changing roles of fund-of-funds, the impact of AI and storytelling for differentiation, and rising pressures on women and diverse founders. The conversation also debates whether venture is still truly venture as mega funds grow, highlights the importance of authentic branding, and explores whether geographic hubs like San Francisco are essential. Listeners will take away insights on how LPs and GPs can foster meaningful relationships, the need for differentiation, ongoing diversity challenges, why clarity of purpose and resilience are more crucial than ever in today's VC ecosystem, and so much more. Don't miss this episode!Highlights from this week's conversation include:Welcome and Introduction to DDQ Episode (0:24)LP Confidence in Manager Selection and Blind Spots in Direct Deal Flow (3:01)The Push for Change in the Fund-To-Fund Model and Consolidation (6:20)Market Timing and Advice for Maintaining Portfolio Discipline (8:34)The Growing Importance of Technology Stacks for Fund Managers (9:25)How Branding and Storytelling Are Evolving in Venture Capital (12:31)Challenges of Differentiation, Authenticity, and Thought Leadership (15:05)Addressing Disparities and the Need for Collective Action (19:08)The Shift in How Founders Choose Capital Versus LP Expectations (23:02)Debating Who is the Ultimate Customer: LPs or Founders (26:50)Enriching The LP Experience With Initiatives Like Pitch Days (29:35)The Role of GPs in Supporting Founders and Their Track Records (31:03)In-Person Events, San Francisco's Significance, and Industry Presence (34:14)How LPs Rebuild Conviction After Market Downturns (37:53)Managing Fund Terms, Anchors, and Building a Minimum Viable Fund (39:39)Commitments, Angel Investing, and Highlights From Recent Deals (41:39)Final Thoughts and Takeaways (44:03)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.

Can Cloud Harvesting Revolutionize Water Production? A Deep Dive into AirHES Technology

In this episode, we are joined by Kyle, the President and CEO, and Todd, the COO and CISO, to discuss the critical importance of vetting your vendors. Kyle and Todd delve into why businesses need to meticulously select their vendors, the risks of failing to perform due diligence, and the benefits of building strong partnerships. They also offer practical advice on key questions to ask during the vetting process and emphasize the importance of ongoing vendor evaluation. Whether you're part of a small to midsize business or a larger enterprise, this episode provides valuable insights into maintaining security and ensuring long-term vendor partnerships.00:00 Introduction to Vendor Vetting00:26 Understanding the Importance of Vendor Vetting01:45 Risks of Not Vetting Vendors03:48 Benefits of Thorough Vendor Vetting05:35 Choosing Vendors for Long-Term Partnerships08:27 Key Questions to Ask When Vetting Vendors09:11 Commonly Missed Checklist Items10:58 Financial Stability and Acquisition Risks12:03 Account Management and Vendor Relationships12:56 Understanding Vendor Partnerships13:08 Evaluating Company Culture15:38 Compliance and Vendor Due Diligence17:16 Key Questions for Vendor Assessment21:39 Reevaluating Vendor Relationships23:41 Final Thoughts on Due Diligence

Earmark Media Presents a bonus episode of Earmark Podcast: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.Meet Our GuestsMary 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.coNeed CPE?Get CPE for this episode: https://earmark.app/c/2877Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Daley v. Choate, et al., No. 24-1191 (10th Cir. Nov. 3, 2025)EAJA; habeas; sovereign immunity canon; Loper Bright; civil action; importance of habeas Martinez-Martinez v. Bondi, No. 241464 (4th Cir. Nov. 5, 2025)false testimony; INA § 101(f)(6); BIA review of missed questions of law and fact; Wilkinson; Patel; jurisdiction; failure to disclose alias Rosa Arevalo v. Bondi, Nos. 24-60349, 24-60620 (5th Cir. Nov. 5, 2025)Illinois law vacating criminal conviction for procedural or substantive defect; motion to reopen; due diligence; equitable tolling Dominguez Reyes v. Bondi,  No. 25-60016 (5th Cir. Nov. 6, 2025)INA § 101(a)(43)(D) aggravated felony; circumstance specific approach; Matter of Babaisakov; tethered to offense; contesting forfeiture; profit not material Calderon-Uresti v. Bondi, No. 24-60445 (5th Cir. Nov. 6, 2025)VAWA cancellation of removal; extreme cruelty; failure to corroborate credible testimony; exhaustion  United States v. Miller, 23-13069 (11th Cir. Nov. 6, 2025)sentence enhancement; ACCA; Florida cocaine derivative; categorical approach point of comparison Iuflopane; drug definition at point of committing the offenseKurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years. Eimmigration "Simplifies immigration casework. Legal professionals use it to advance cases faster, delight clients, and grow their practices."Homepage!Demo Link!Get the Guide! Stafi"Remote staffing solutions for businesses of all sizes"Promo Code: STAFI2025Click me! Gonzales & Gonzales Immigration BondsP: (833) 409-9200immigrationbond.com  EB-5 Support"EB-5 Support is an ongoing mentorship and resource platform created specifically for immigration attorneys."Contact: info@eb-5support.comWebsite: https://eb-5support.com/ Want to become a patron?Click here to check out our Patreon Page! CONTACT INFORMATIONEmail: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerDISCLAIMER & CREDITSSee Eps. 1-200Support the show

Ever feel like your entrepreneurial journey is less a straight line and more a frantic chase after a "shiny object squirrel?" Then you're in for a treat! On this episode of The Note Closers Show, we sit down with Brian Royster, affectionately known as "The Note Genius," for a refreshingly honest conversation about building a note and real estate investing empire from the ground up – missteps, lessons, and all.Brian's story isn't one of overnight success, but a testament to relentless effort, learning from hard knocks, and finding his niche in the lucrative world of note investing. He's not here to sell you a dream of retiring tomorrow with 50 grand; he's here to share the real hustle, the expensive tuition fees, and the breakthrough moments that led him to find his stride.Tune in to discover:The Unfiltered Hustle: Mobile Homes, Bandit Signs, and a $10K "Tuition Fee." Brian takes us back to his roots, detailing his early ventures into wholesaling mobile homes in California – a pursuit he describes as a "third job" involving hours of driving and dealing with park managers for "chattel" properties. He candidly shares the painful lesson of losing $10,000 on a laundromat deal due to a ghosting partner, emphasizing the critical importance of contracts and proof of funds. This segment is a masterclass in learning the hard way, so you don't have to!The Eureka Moment: Why Note Investing Beat Being a Landlord. Tired of the tenant troubles and property headaches associated with traditional real estate, Brian found his calling in mortgage note investing. He explains how attending a seminar completely shifted his perspective, revealing a path to passive income and business building that aligned perfectly with his goals, without the ongoing demands of property management.Brian's Blueprint: Target Markets, Yields, and Performing Notes. Get the inside scoop on Brian's current note investing strategy. He focuses on acquiring performing notes with target yields of 12-15% and deal sizes typically ranging from $50,000 to $150,000. Learn which Midwest and Southern states (Michigan, Indiana, Ohio, Texas, Georgia, North Carolina) are his sweet spots, and how he structures deals to offer attractive returns to investors, even those new to the game.Building a Personal Brand: The "Note Genius" YouTube Journey. Discover how Brian leveraged a simple concept – documenting his journey – into a powerful tool for raising capital and educating others. His "Note Genius" YouTube channel breaks down complex topics like "What is note investing?" and "Due Diligence," not just to help others, but also as a personal learning mechanism. He's proving that you don't need to be a seasoned guru to share valuable insights and build a community.The Power of Authenticity: Why "I Don't Know" is Your Best Asset. Brian and the host emphasize the incredible value of transparency and humility in the real estate world. Brian shares how wearing his "passive income" hat sparks conversations, and why being open about his learning process – even sharing mistakes like the $10K loss – builds far more credibility than pretending to know everything. He also highlights the importance of networking in ambitious cities like San Diego, where capital and connections abound.Brian Royster is a testament to the fact that you don't have to be a grey-haired guru to dive deep into real estate. His journey, marked by persistence, smart pivots, and a genuine desire to learn and share, is an inspiration for anyone looking to make their mark in real estate investing, especially in the notes space.Check out Bryan's YouTube Channel Here!Watch the Original VIDEO HERE!Book a call with Scott HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInGet signed up for the Next Virtual Note Buying Workshop Now!

Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere.Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client war stories, and lessons from 10,000+ hours advising entrepreneurs, investors, and small business owners. From understanding what you're investing in, to the dangers of pressure tactics, to CRUTs and crypto, to structuring a Solo 401(k) the right way—they cover it all.What You'll Learn:The #1 rule Warren Buffett follows—and why you should tooWhy “I don't buy hype, I sell it” could save your portfolioLegal pitfalls of raising money and kickback commissionsHow to use a CRUT (Charitable Remainder Unitrust) for crypto gainsReal client horror stories involving napkin contracts and pressure to investSolo 401(k) strategy stacking and the Side Door 401(k)The difference between building wealth and preserving itWhy saying “No” is a power move for every investorPlus: Live Q&A with audience members on Roth contributions, estate planning, and real-world investing scenarios. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

Natalie Cloutier is a French-Canadian real estate investor who, alongside her husband, has spent over a decade building a successful build-to-rent business in Canada. With a background in architectural technology, Natalie began her journey by constructing her first home at the age of 19 using a sweat-equity loan, transforming a family "secret" into a powerful investment model. Today, she and her husband have built 53 units from the ground up, acquired and renovated four additional properties, and automated their business to support long-term growth. Her approach centers on risk-aware development, ADU maximization, and creative strategies to unlock housing value. She is also the author of The Build to Rent Strategy and co-founder of The New Build Couple.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Why building your own home with sweat equity can kickstart your investing journey The build-rent-refinance-repeat model Natalie uses instead of traditional BRRRR How legislation like Bill 23 unlocked value via ADUs The risks to watch for when analyzing land deals Why burnout forced her to scale—and how hiring a team changed her business     Topics From Architecture School to First Build How Natalie and her husband started by building their own house at 19 The sweat-equity loan that replaced a traditional down payment Living through construction while house-hacking their basement unit Scaling with Confidence Transitioning from guided help to self-led builds Building nights and weekends while working 40-hour weeks How an employee learned their model and replicated it himself Why Build-to-Rent Made Sense Existing properties in Ontario didn't pencil out Build-to-rent as a better alternative to BRRRR for their market The shift from slow beginnings to full-time real estate Shifting Strategies Through Market Changes The effects of COVID, inflation, and interest rates Navigating legislative battles with municipalities Taking a break to reassess in the face of red tape Due Diligence in Development Natalie's master checklist before buying land Zoning, sewer, easements, internet access, and environmental tests The consequences of skipping steps (like a $30k surprise for internet) How ADUs Became a Game Changer Leveraging Ontario's Bill 23 to turn a duplex into a triplex Avoiding six-figure development fees by using ADU classifications Applying the ADU model to create sixplexes with cost savings    

Mat Sorensen sits down with Troy Eckard, founder and chairman of the board at Eckard Enterprises, for a clear look at how investors use self directed IRAs to buy mineral rights and participate in oil and gas cash flow. They break down the three lanes in this asset class, minerals, drilling, and midstream, and explain where each fits in a smart portfolio. You will hear why many IRA owners favor minerals for steady income and lower risk, when drilling can make sense with taxable dollars, and how to evaluate operators with real world due diligence that protects you from bad deals.Troy shares how technology and data have changed the game, what realistic returns look like, how depletion and cash flow work over time, and the red flags that signal inflated pricing or weak sponsors. The conversation also hits current market forces, service costs, and why discipline matters more than shiny tax write offs. This episode is perfect for IRA owners, high income professionals, and anyone exploring real assets beyond public energy stocks who want income, control, and clear rules of the road.Chapters: 0:06 - Meet Troy Eckert And The Goal0:34 - What Mineral Rights Actually Are2:14 - Three Ways To Invest In Oil And Gas4:18 - Risk Then And Now In Drilling5:25 - Taxes, Depletion, And IDC Basics7:41 - Why IRAs Fit Mineral Rights Best10:25 - How Eckerd Structures Direct Ownership12:06 - Diversification Across Operators And Units13:53 - Spotting Fraud And Overpricing16:08 - Don't Chase Deductions Over Deals18:03 - Market Reality: Drill Baby Drill20:45 - DUCs, Service Costs, And Timing23:00 - Who Should Invest Directly And When25:01 - Dollar Dynamics, Rates, And Liquidity27:20 - Due Diligence, Education, And Next Steps41:56 - Closing Notes And DisclaimersDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Entrepreneurs spend years hustling to grow their businesses, but too many leave life-changing wealth on the table simply because they don't know the rules of the exit game. In this episode of BizNinja Entrepreneur Radio, Tyler sits down with private equity expert and author Nick Bradley, who has helped lead more than $5 billion in successful exits, to break down how founders can scale smarter, negotiate better, and prepare themselves emotionally and financially for the biggest moment of their entrepreneurial journey.What You'll Learn• Why founders fail at exits they should win• The real difference between startup founders vs. scale-up builders• How private equity actually works behind closed doors• The two sets of rules in every deal: price vs terms• Why culture and transferable value matter more than you think• How roll-ups and acquisitions multiply valuations quickly• What it means to operate off the buyer's math• How founders can prepare emotionally for losing the CEO hat• Where the biggest growth opportunities are in the next decade Chapters00:00 Welcome to BizNinja & Meet Nick Bradley01:00 Nick's First Business and Early Entrepreneurial Spark03:30 Transition to Corporate and Discovering Private Equity06:00 Why Founders Fear PE and What They Get Wrong09:00 The Emotional Rollercoaster After Selling Your Business11:30 Prize vs Prey: How Buyers Judge Founders14:00 Price vs Terms: The Rules Most Founders Miss17:30 Preparing 12–36 Months Before an Exit19:30 Roll Ups, Arbitrage & Scaling Through Acquisitions23:00 Culture, Vision & Transferable Value in PE Deals26:00 Big Industry Opportunities on the Horizon27:30 Nick's Move to Dubai & Personal Growth28:30 Where to Connect with Nick & Final Takeaways

New security protocols require international background checks and intelligence screening for all MM2H applicants.View the full article here.Subscribe to the IMI Daily newsletter here. 

Two industry experts break down the complete oil and gas M&A due diligence process from both buyer and broker perspectives. Kyle Dubiel from Eagle Mountain and Bryce Winters from Dudley Land Company walk through everything from pre-bid VDR evaluation to post-close integration, sharing real-world insights on team mobilization, defect identification, and timeline management.What You'll LearnHow to structure and scope due diligence teams for maximum efficiencyThe critical importance of allocated value schedules in PSA negotiationsWhy most defects come from material contracts, not title issuesBest practices for VDR organization and early deal evaluationHow to balance diligence speed with thoroughness under tight deadlinesTime Stamps00:55 - Episode Intro02:23 - The Phases of Due Diligence04:15 - Understanding the Due Diligence Process09:10 - Evaluating Assets and Marketed Deals31:21 - Budgeting and Diligence Timeline31:46 - Allocation of Value in Bidding34:49 - Financing and Bank Allocated Value Schedules36:45 - Organizing Due Diligence Workflow40:58 - Handling Title Defects and Material Contracts42:44 - Defect Thresholds and Deductibles47:10 - Importance of Consents and Preferences49:53 - Due Diligence Workbooks and Team Structure59:44 - Post-Close Organizational Efforts01:03:40 - Final Thoughts and Best PracticesSnippets from the Episode“Due diligence is the Taco Bell of land work. It's great when you go into it, but by the time you're done, you say you'll never do that again."— Brent Broussard"The bulk of our defects are found in consents and contracts. That's where almost everything comes from."— Bryce Winters"You're trying to do something in 30 days that it took a company years to put together."— Brent Broussard"Communication is key. If you can do that with whoever you're working with, you're gonna set yourself up for success."— Kyle Dubiel"The greatest thing about giving your team a heads up is that they think for free—you're not paying 'em on the clock."— Brent BroussardKey TakeawaysEarly Communication Prevents Timeline DisastersMaterial Contracts Drive Most Modern Title DefectsAllocated Value Schedules Determine Team StructureVDR Quality Signals Asset Management CompetencyDefect Thresholds Require Strategic Portfolio ThinkingPost-Close Organization Maximizes Diligence InvestmentClear Objectives Lists Keep Teams FocusedHelp us improve our podcast! Share your thoughts in our quick survey.⁠⁠ResourcesNeed Help With A Project? ⁠⁠⁠⁠⁠⁠⁠⁠Meet With Dudley⁠⁠⁠⁠⁠⁠⁠⁠Need Help with Staffing? Connect with ⁠⁠⁠⁠⁠⁠⁠⁠Dudley Staffing ⁠⁠⁠⁠⁠⁠⁠⁠Streamline Your Title Process with ⁠⁠⁠⁠⁠⁠⁠⁠Dudley Select Title⁠⁠⁠⁠⁠⁠⁠⁠Watch On ⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠Follow Dudley Land Co. On⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠Have Questions? ⁠⁠⁠⁠⁠⁠⁠⁠Email us⁠⁠⁠⁠⁠⁠⁠⁠More From Our GuestsKyle Dubiel - Vice President of BD, Land & Legal at Eagle Mountain Energy PartnersEagle Mountain Energy Partners websiteConnect with Kyle on LinkedInBryce Winters - Land Director - Western US, Dudley Land CompanyConnect with Bryce on LinkedInMore from Our HostsConnect with ⁠⁠⁠⁠⁠⁠⁠⁠Brent⁠⁠⁠⁠⁠⁠⁠⁠ on LinkedInConnect with ⁠⁠⁠⁠⁠⁠⁠⁠Khalil ⁠⁠⁠⁠⁠⁠⁠⁠on LinkedInConnect With UsReady to protect your land projects with integrated legal and title support? Our Dudley Select Title division works seamlessly with experienced oil and gas counsel to keep your deals on track and defensible. Contact us to learn how our complete energy partnership approach includes the legal expertise that matters when stakes are high.

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 —--------------------

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.

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/

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.