Podcasts about Due diligence

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

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

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

Cannabis is chaotic by design. Vertical integration forces operators to run six or seven businesses at once — then replicate that model across states with different regulations, all without economies of scale. It's no wonder the industry feels messy.The bigger problem? Too many companies are chasing the wrong metrics and ignoring the lessons other industries already learned.This week we sit down with Mitchell Osak — a veteran strategist across pharma, CPG, financial services, and cannabis — to unpack the hard truths and strategy lessons MSOs can't afford to miss.In this episode we cover:• The wrong metrics driving cannabis off course — and which ones Mitch would track instead• Why TAM slides are the biggest lie in cannabis strategy•  Which playbooks cannabis should borrow from pharma, wine, and techSummary:In this episode, Bryan Fields and Kellan Finney engage with Mitch Osak, a seasoned consultant in the cannabis industry. They explore Mitch's journey into cannabis consulting, the importance of strategic planning, and the challenges of standardization in the market. The conversation delves into the differences between large operators and middle market firms, the significance of understanding metrics, and the need for innovation. Mitch emphasizes the importance of learning from other industries, the role of AI, and the necessity for scenario planning in navigating the evolving landscape of cannabis. The episode concludes with insights on the future of the industry and the importance of external consultation.Chapters00:00 Introduction to the Cannabis Industry and Its Challenges04:01 Strategic Planning in Cannabis: A Holistic Approach06:01 Bridging the Gap: Cultivators vs. Financial Stakeholders09:46 Market Dynamics: The Rise of Middle Market Firms12:08 The Importance of Strategic Focus in Cannabis14:01 Understanding Quality and Consumer Insights18:10 The Role of Data and Metrics in Cannabis Business22:12 Cost Management vs. Quality Improvement25:50 Learning from Other Industries: Wine, Fashion, and Tech30:11 Future Opportunities in the Global Cannabis Market31:56 Navigating Regulatory Challenges and International Expansion33:04 The Importance of External Perspectives in Business Strategy35:32 Understanding Market Dynamics and Total Addressable Market (TAM)36:24 Opportunities in Distressed Assets and Market Entry39:10 Evaluating Acquisition Strategies and Asset Valuation41:27 The Complexity of Due Diligence in Cannabis Investments44:37 Scenario Planning for Future Industry Changes47:10 The Role of AI in Strategic Decision-Making51:25 Data as the Foundation for AI Success53:01 Preparing for Industry Consolidation and Survival Strategies TakeawaysMitch Osak has extensive experience in consulting across various industries, including cannabis.Strategic planning in cannabis requires a holistic approach, considering multiple factors.There is a disconnect between cultivators and investors in the cannabis industry.Standardization in the cannabis market is essential for growth and consistency.Middle market firms are gaining market share from larger operators due to strategic focus.Quality improvement should take precedence over merely cutting costs.External consultation can provide valuable insights for cannabis companies.Data and metrics are crucial for making informed decisions in the cannabis industry.AI can be a powerful tool, but it requires quality data to be effective.The cannabis industry must learn from other sectors to navigate its challenges.  Guest Linkshttps://www.linkedin.com/in/mitchellosak/https://mitchellosak.substack.com/https://x.com/MitchellOsak Our LinksBryan Fields on TwitterKellan Finney on TwitterThe Dime on TwitterExtraction Teams: Want to cut costs and get more out of every run? Unlock hidden revenue by extracting more from the same input—with Newton Insights.At Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry.The Dime is a top 5% most shared  global podcastThe Dime is a top 10 Cannabis Podcast The Dime has a New Website. Shhhh its not finished.

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

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

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

Let's talk asset management M&A - Episode 4: Due diligence and regulatory issues by NRF Regulation Tomorrow Podcast

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

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

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

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

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

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

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

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

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

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

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

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

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

Commercial property isn’t just “resi with higher yields” — it’s a whole different game with its own language, rules, and risks. In this episode, we sit down with Helen Tarrant, founder of Unikorn Commercial Property, to unpack what investors really need to know before making the leap. Helen reveals why mindset is the first hurdle when moving from residential to commercial, and why too many investors skip the education that could save them from costly mistakes. We explore the key levers that drive a property’s value — lease term, location, tenant quality, and asset type — and why small changes in these can mean big shifts in price and yield. She also shares hard truths on price points, explaining where the “rats and mice” risks live, and why under $1.5 million can be a danger zone for serious investors. From syndicates that give smaller investors access to multimillion-dollar assets, to practical strategies for tenant risk management and value uplift, Helen covers the nuts and bolts of building what she calls a “unicorn portfolio” — one that balances cashflow, growth, and uplift potential. She doesn’t shy away from the mistakes she’s seen (and fixed), giving listeners a forthright look at what can go wrong and how to protect yourself. Whether you’re an experienced property buyer ready to diversify, or a first-time commercial investor keen to start smart, this conversation will equip you with the insights, questions, and strategies to play the commercial game — and win. Episode Highlights 00:00 – Welcome 01:07 – Meet Helen Tarrant: Commercial Property Expert 01:44 – Differences Between Residential and Commercial Investing 02:21 – Understanding Commercial Property Fundamentals 04:50 – Evaluating Commercial Property Investments 08:23 – Common Mistakes and Misconceptions 12:30 – Identifying the Right Commercial Property 16:47 – Navigating the Commercial Property Market 25:09 – Price Points and Investment Strategies 28:36 – Understanding Syndication in Real Estate 29:16 – Securing High-Value Properties 30:10 – Mechanics of Shareholding in Syndicates 31:42 – Common Mistakes in Commercial Property Investment 34:22 – Strategies for Flipping Commercial Properties 38:00 – Identifying and Fixing Problematic Properties 41:24 – The Importance of Due Diligence 45:32 – Case Study: Rescuing a Client's Investment 50:51 – Final Thoughts and Advice About the Guest Helen Tarrant is the Founder of Unikorn Commercial Property, a specialist buyer’s agency helping everyday Australians access and succeed in the commercial property market. With a background in commerce and law, and over a decade of firsthand experience as both an investor and advisor, Helen has built a reputation for turning complex deals into strategic, high-performing investments. Known for her candid, straight-talking approach, she has educated thousands through free webinars, content, and in-person events, demystifying an asset class often seen as too risky or opaque. Her expertise spans portfolio strategy, tenant risk assessment, syndicate structures, and value-add opportunities, with a focus on creating balanced portfolios that deliver both income and growth. Passionate about investor education, Helen is committed to helping clients avoid the costly mistakes she’s seen too often in the industry, and to empowering them to think — and act — like seasoned commercial players. Connect with Helen Website: https://unikorn.com.au/ Website: https://helentarrant.com/ LinkedIn: https://www.linkedin.com/in/helentarrant/ YouTube: https://www.youtube.com/@helentarrantcommercial Facebook: https://www.facebook.com/helentarrantcommercialproperty/ Resources Visit our website: https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Mortgage Broker? alcove.com.au Work with Chris: chrisbates@alcove.com.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word, and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 If you enjoyed today’s podcast, don’t forget to subscribe, rate, and share the show! There’s more to come, so we hope to have you along with us on this journey! See you on the inside, Veronica & Chris See omnystudio.com/listener for privacy information.

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

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

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

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

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

In this exclusive episode of Paisa Vaisa, we host Sanjay Dutt, MD & CEO of Tata Realty & Infrastructure Ltd. A true industry veteran, Dutt unpacks the dramatic evolution of the Indian real estate sector. He traces the market's growth from the pre-liberalization era of the 80s, where office space was a mere 20-30 lakh sq ft, to today's staggering 750 million sq ft of Grade-A space. The conversation covers key trends driving the market today, including the phenomenal growth of various sub-sectors like data centers, senior living, student housing, and industrial warehousing. Sanjay Dutt also shares his expert opinion on the future trajectory of the sector, the influx of global capital, and the crucial impact of regulatory reforms like RERA and the Insolvency and Bankruptcy Code. Pointers: ✔ Historical context: A look back at real estate before liberalization and its explosive growth since the 90s. ✔ Market segmentation: The expansion of the industry into diverse segments like co-living, data centers, and senior living. ✔ Geographic growth: Insights into how tier-1 cities are creating their own "tier-2" sub-markets and the potential for a more balanced growth across India. ✔ Investment vs. speculation: The difference between wealth creation and trading, and where to spot a potential bubble. ✔ Navigating the market: A detailed guide on what to look for when buying property, from freehold titles to developer reputation. ✔ Regulatory impact: The positive, life-changing influence of RERA and insolvency codes on transparency and investor confidence.From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more Watch full episodes right here on YouTube Explore more at ivmpodcasts.comConnect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We’re @ivmpodcasts on Facebook, Twitter & InstagramSee omnystudio.com/listener for privacy information.

Send us a textIn this candid Family Office Club investor panel, leading family offices and venture investors reveal the first question they ask when vetting a CEO or deal — and why it can make or break an investment.From uncovering hidden debt to testing a founder's execution plan, these seasoned investors share the sharp, direct questions that quickly separate great opportunities from time-wasters.What You'll Learn:- Why undisclosed debt can instantly kill a deal- How to spot red flags in founder relationships (including co-founders who are secretly married)- Why “real revenue” beats letters of intent or purchase orders every time- The critical importance of use-of-funds and 5-year execution plans- How to pressure-test competitive strategy in markets dominated by giants (e.g., Elon Musk)- The fastest way to save time in due diligence and avoid dead-end meetings

In this podcast, Freedom Mentor coach Devin Sheehan teams up with Phil Pustejovsky to dissect a real-world real estate deal from start to finish. From sourcing the lead to analyzing comps and executing a profitable flip, this deep dive reveals how seasoned investors think, plan, and act in today's competitive market. This isn't theory—it's real strategy from real investors who do this every day.What You'll Learn:How to structure deals with legal safeguards and flexible termsThe renovation choices that deliver maximum ROI without overspendingHow to analyze neighborhoods, comps, and buyer psychologyTips for staging, presentation, and boosting perceived valueWhy mentorship and experience are game-changers in real estate investing

What if the most expensive mistake in real estate wasn't the deal you lost—but the one you closed too quickly?   In this episode, I dive into the due diligence process and why it's the single most important step before committing to any investment. We unpack the financial, legal, physical, and market checks that protect you from surprises, and how overlooking even one detail can turn a promising property into a liability.   I break down the common mistakes investors make—like trusting listing rents, skipping environmental checks, or underestimating municipal requirements—and share how to approach due diligence as more than just paperwork. With the right team, the right questions, and a systematic approach, it becomes your best risk management tool.   Tune in to learn how mastering due diligence can save you money, protect your deals, and give you the confidence to move forward with clarity.   —   Tired of spreadsheets and admin headaches in your rental business?   If you're a real estate investor looking to simplify operations and grow your portfolio, Kompas is your new best friend. This all-in-one property management and accounting software helps you automate the tedious stuff—like receivables, renewals, and leasing—so you can focus on creating value.   Boost your cash flow, improve your NOI, cut down back-office work, and scale with confidence.  

In today's episode, we interview top realtor and incredible teacher Liza Seymour from Raleigh, NC. It's important to know the difference between a due-diligence contract and a contingent contract. First time buying a house in North Carolina or anywhere else in the world? This one's for you.Featuring your host Jessica Randolph, President of The How To Buy A House Class™, a women-owned business providing free home-buying classes for all.Learn more and sign up for an-in person class in your city at https://www.howtobuyahouseclass.com/. Follow us at https://www.instagram.com/thehowtobuyahouseclass/.#1 Home Buying Class in the US | Accessible Home-Buying Education

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

Felicia Shakiba and Vikash Jha pull back the curtain on how private equity really sizes up leadership during acquisitions for business growth. From reading the silent signals to decoding executive chemistry, they reveal the high-stakes art of aligning leaders with ambitious growth plays. Chapters 00:00 Navigating Leadership Evaluation in Private Equity Due Diligence 03:07 Identifying Leadership Fit: Early Warning Signs 07:49 The Strategy Behind Leadership Retention 12:16 Cultural Integration: The Key to Successful Acquisitions 14:50 Investing in Leadership Development vs. Replacement 17:12 Communicating Change: Engaging Leadership and Employees 20:44 Best Practices for Retaining Talent Post-Acquisition 22:33 Checklist for Assessing Leadership During Acquisitions

Melburnian Avi Cegayle acquired an existing nail salon and renovated it to compete with neighboring salons, a process which she says, involved a thorough review of the permits and documents from the old owner. - Binili ni Avi Cegayle ang isang nail salon sa Melbourne at pinaganda ito para makapag- kumpetensya sa mga katabing salons, isang matagal proseso na napuno ng pag-rerepaso ng mga permits at dokumento na mula sa dating may-ari ng negosyo.

Show Notes: Sid Masson, co-founder and CEO of Wokelo.ai explains that Wokelo is an agentic platform for investment research and commercial due diligence, automating market research and desk research activities performed by consulting firms, investment banks,  private equity analysts and so on. It offers  private market research and allows the user to pass through hundreds and 1000s of data sets in a matter of minutes, but beyond just research, it automates end-to-end deliverables, all the way to a well formatted PowerPoint deck in a format of your choice. How Wokelo.ai Works Sid mentions that Wokelo has been in production for two and a half years and commercially launched in November 2023. The platform has 40+ paying customers, including big four consulting firms like KPMG, investment banks, and venture capital firms. Pricing starts at $30,000 annually for five seats and proportionate usage. Sid explains that  larger enterprises use bespoke models which cost more and cases where certain boutique consulting firms who may not have may not need five or 10 seats and are offered customized pricing. Wokelo also ensures various security levels, including SOC 2 compliant cloud, private cloud instances, and on-prem deployments. A Demonstration of Wokelo Sid explains Wokelo's web application, which offers several workflows for different tasks. The platform includes standardized workflows like company research, industry research, and market maps, as well as custom workflows designed by users. He demonstrates the process of creating a live report for a company, including adding company attributes, uploading files, and generating insights. The platform generates a detailed, editable notebook with insights, sources, and charts, which can be exported in various formats. Sid lists the data sources Wokelo uses, including third-party data partnerships, public data scraping, and user-uploaded data. The platform has partnerships with CrunchBase, PitchBook, SNP Cap IQ, and IEP Query for patent data. Wokelo's proprietary private company database includes detailed information beyond firmographics, such as product catalogs and management profiles. Wokelo's Custom Workflow Feature Sid explains the custom workflow feature, which allows users to design their own bespoke workflows to mimic their existing methodologies. Custom workflows can include custom analysis, synergy potential mapping, and IC memos, tailored to specific user needs. The platform's user interface is designed to be easy to use, with guardrails and standardized constraints to ensure high-quality outputs. Wokelo's editable notebooks and charts are designed to be user-friendly and customizable, allowing for detailed and professional reports. The Wokelo Team Sid shares the background of the Wokelo team, including his and his co-founder's experience in management consulting and AI. The team has grown from 10 to 25 members in the last 12 months, with a focus on building a solid product and team. Wokelo has raised two rounds of funding: a pre-seed round in 2023 and a seed round in September 2022, totaling $5.5 million. The funding has helped the team build a solid product and team, focusing on quality and value rather than excessive funding. Sid discusses the challenges of selling to large firms and the initial skepticism they face. Wokelo plans to continue iterating and improving the platform, focusing on user experience and domain expertise. The team aims to expand their customer base and offer more customized solutions to meet the evolving needs of their clients. Timestamps: 00:02: Overview of Wokelo and its purpose  02:47: Customer base and pricing  05:51: Demonstration of Wokelo's features  08:50: Data sources and security  19:24: Custom workflows and user interface 27:04: Team background and funding  35:46: Challenges and future plans  Links:  https://www.wokelo.ai/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

Transparency is key for women seeking new roles, in terms of the opportunity, pay, benefits and flexibility. But how do you truly assess an organisation's cultural fit during a short, 60-minute interview? Work180's 2025 What Women Want survey found "8/10 women said they'd avoid applying for a role if they were unable to see the company's employee benefits and workplace policies upfront (a stat that has doubled in just one year)". In this episode I aim to give you some ways to assess an organisation's cultural fit with your own needs and ambitions.We are talking about:The growing importance of an organisation's social, sustainability and inclusion policiesHow to assess the tangibility of an organisation's values and missionWhich influential leaders to research and whyUnderstanding how an organisation wishes to compete and be profitable and again, if that aligns with your own valuesSomething Rebecca said today:"Women can vote with their feet and seek out employers that align more deeply with their own mission and values."  (Rebecca Allen, host - Her Ambitious Career Podcast)Links:Interview successfully: Book a free 15-minute Career Strategy Call with RebeccaRelated ep: 3 Surprising Reasons Your CV Isn't Opening DoorsAnother useful episode: 9 Smart Interview Questions You MUST AskVisit the Illuminate website to learn more about executive coaching for womenConnect with Rebecca Allen on LinkedinWork180's 2025 'What Women Want' SurveyRate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Rebecca:Rebecca Allen is a Career & Leadership Coach for corporate women, aspiring to senior levels of leadership. Over the last decade, Rebecca has helped women realise their potential at companies including Woolworths, ANZ, J.P. Morgan, PwC, Coca-Cola Amatil, Ministry of Defence, Frontier Sensing and AbbVie Medical Research through her Roadmap to Senior Leadership coaching programs. Connect with Rebecca

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

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

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

Send us a textThis powerful investor panel discussion explains exactly what family office investors want to see from founders, capital raisers, and fund managers. From pitch structure and outreach strategies to trust-building and valuation expectations, this conversation cuts through the noise. Learn why knowing your numbers is non-negotiable, how to stand out in a crowded inbox, and why most founders fail to make it past the first filter. Hear insights on what makes investors engage, how to avoid overhyping unrealistic growth, and why emotional alignment, skin in the game, and long-term thinking matter more than flashy decks. This session also dives into how some family offices use proprietary data and internal strategies to outperform the market, and why personal connection, patience, and education are more valuable than aggressive selling. Whether you're seeking a family office partner or trying to refine your investor pitch, this is required viewing.

In this episode of the Real Estate Pro Show, host Erika interviews Andy Lee, a seasoned expert in real estate and tax planning. They discuss Andy's journey into real estate, the significance of tax planning, and the benefits of Qualified Opportunity Zones. Andy emphasizes the importance of due diligence in property evaluation and shares insights on navigating challenges in real estate transactions. He also highlights the value of building trust and relationships within the industry to succeed. 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 text"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversation, we explore how ultra-high-net-worth investors and family offices are leveraging data and AI to enhance fund selection, streamline due diligence, and identify top-performing GPs.You'll learn:- How data analytics drives fund-of-funds selection- Why AI is powerful in PE but limited in early-stage VC- The critical role of founder storytelling in attracting UHNW capital- How single family offices balance technology with personal relationships

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

High-net-worth individuals often already have a financial advisor, but many aren't receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative investments and client education can become a powerful differentiator for winning (and keeping) affluent clients. Monish is the CEO of Vardhan Wealth Management, a DBA of Summit Financial, based in Farmington Hills, Michigan, that oversees $560 million in AUM for 225 households. Listen in as he shares how his willingness to spend more time upfront educating prospects and clients has led to higher trust, retention, and referrals. You'll also hear how his team carefully vets alternative investments and helps clients understand where they fit in their portfolios, why he encourages mutual “interviews” with prospects to ensure good long-term fit, and how breaking away from the wirehouse world gave him the autonomy to grow his business on his own terms, while still benefiting from shared services by working with an RIA platform. For show notes and more visit: https://www.kitces.com/448

What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between completing due diligence and looking after their customers during their busiest season. View the complete show notes for this episode.   Want To Learn More? M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics The M&A Purchase Agreement | An Overview 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.

Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds.Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account.In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen and Mark J. Kohler explain how private fund investments work inside an IRA, what separates a legitimate fund from a risky one, and why understanding the fund's documents, liquidity restrictions, and management team is essential before investing.If you're looking for greater control over your retirement investments, this episode will give you the framework you need to evaluate private funds and avoid common mistakes. Book a call today to learn more: directedira.com/appointment.0:08 - Investing IRAs in Private Funds3:00 - What Defines a Legitimate Fund6:00 - Understanding Accredited Investors10:00 - Due Diligence and Investment Documents16:12 - Subscription Process and Liquidity Concerns22:09 - Exit Strategies and Final ThoughtsDirected 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

On this episode of the Passive Income Playbook, Pascal Wagner interviews Litan Yahav, co-founder and CEO of Vyzer, about his journey from the diamond industry to becoming a seasoned passive investor. Litan shares how a windfall from a company exit led him to explore real estate syndications, eventually creating his own tracking platform to manage complex alternative investments. They discuss the nuances of evaluating GPs, the challenges of managing private investments, and how AI is being leveraged to increase transparency in opaque private markets. Litan also dives into common pitfalls new LPs face, the difference between return metrics, and how better tech and smarter questions can lead to better deals. Litan Yahav Current Role: Co-founder of Vyzer (a platform for managing passive investments) Say hi to them at: https://www.vyzer.co | https://www.linkedin.com/in/litanyahav/ Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices