Podcasts about Due diligence

Standard of care before entering into a contract with another party

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Best podcasts about Due diligence

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Latest podcast episodes about Due diligence

KERN - Unternehmensnachfolge. Erfolgreicher.
Folge 204: Due Diligence im Unternehmensverkauf: Die 10 Roten Flaggen

KERN - Unternehmensnachfolge. Erfolgreicher.

Play Episode Listen Later Sep 18, 2026 40:01


Die Due Diligence entscheidet maßgeblich darüber, ob ein vereinbarter Kaufpreis Bestand hat. Dr. Alexander Schott, Rechtsanwalt bei HEUKING in Stuttgart, zeigt in dieser Folge zehn typische „Red Flags“, die Käufer bei der Prüfung eines Unternehmens aufhorchen lassen – von veralteten Gesellschaftsunterlagen bis zum unvollständigen Datenraum. Der wichtigste Faktor dabei: Zeit. Wer einen Unternehmensverkauf plant, sollte kritische Punkte frühzeitig erkennen und beheben. ___________ ÜBERGABEREIF ist der größte Podcast in der DACH-Region mit allen Themen rund um die Unternehmensnachfolge. Für den Verkauf von Firmen, für die innerfamiliäre Nachfolge und für den Firmenkauf. Wenn Sie Fragen zu Ihren Anliegen haben, rufen Sie uns einfach jetzt direkt über die Hotline an: +49 421 94 80 2000 Möchten Sie Gast in einer der nächsten Ausgaben von ÜBERGABEREIF werden. Schreiben Sie uns ein paar Hintergrundinformationen und wir melden uns zeitnah bei Ihnen.

The Money Maze Podcast
Fraud, Fees and Fake Degrees! Where is the Allocation to Alternatives Headed? Albourne's CEO, John Claisse, Explains their approach, Why Due Diligence Matters, and Where the Investment Flows are Secular, Not Cyclical.

The Money Maze Podcast

Play Episode Listen Later Sep 17, 2026 59:02


John Claisse explores the evolution of alternative investing, from private markets and hedge funds to AI, digital assets, due diligence and opportunities across Asia.Albourne has expanded from its genesis in Sussex in 1994, to one of the most recognized global investment advisors in the world of alternatives. It is unusual both as an employee-owned organisation, and because it has adhered to its original vision of advising only and never to manage capital. John Claisse frames the alternative industry today. He discusses institutional priorities, the change in allocating behaviour, the secular shift of retail flows into private assets, and what clients want across the alternative assets spectrum. He discusses private equity and private credit trends in light of the current malaise, and why he expects further growth in these asset flows in the years ahead.  He weighs some of the investment dilemmas facing allocators, why Hedge Fund interest is strong, why digital assets are being increasingly scrutinised for their potential appeal, and where investment allocations might be headed. *Please note that at the 53:00 mark, Simon Sebag Monetfiore's upcoming book is mistakenly titled The Crucible. The correct title is The Cauldron: The Making of the Modern Middle EastThe Money Maze Podcast is kindly sponsored by J.P. Morgan Asset Management*, IFM Investors, World Gold Council and LSEG.*During the episode we cite J.P. Morgan Asset Management as Europe's leading active ETF provider by assets under management. This is sourced from J.P. Morgan Asset management and Bloomberg, data as of 30 March 2026.

BSS bez tajemnic
Od Ground Frost do Aider Polska Kulisy transakcji i konsolidacji rynku

BSS bez tajemnic

Play Episode Listen Later Sep 17, 2026 38:18


Cześć, dzień dobry!W tym odcinku podcastu „BSS bez tajemnic” rozmawiam z Wojciechem Kryńskim – Wspólnikiem i Członkiem Zarządu Ground Frost – o doradztwie transakcyjnym, konsolidacji rynku oraz zmianach, które zachodzą dziś w usługach finansowych i doradczych.Nasza rozmowa ma jednak także bardzo konkretny kontekst biznesowy. Ground Frost, firma z wieloletnią historią na polskim rynku, dołącza do grupy AIDER, stając się częścią Aider Polska. To przykład procesu konsolidacyjnego, który coraz częściej obserwujemy w sektorze usług biznesowych. Wojciech opowiada, dlaczego zdecydował się na ten krok, jakie znaczenie ma dla firmy przynależność do większej międzynarodowej organizacji oraz jakie kompetencje Ground Frost wnosi do Aider Polska.Dużą część rozmowy poświęcamy doradztwu transakcyjnemu. Wyjaśniamy, czym jest target screening, jak przebiega due diligence, jak wygląda wycena przedsiębiorstwa i co dzieje się pomiędzy pierwszą analizą potencjalnego celu a podpisaniem umowy sprzedaży udziałów. Rozmawiamy także o audytach śledczych wykonywanych już po zakończeniu transakcji.Pojawia się również temat sukcesji przedsiębiorstw. Właściciele firm założonych w latach 90. coraz częściej stają przed pytaniem, co dalej z biznesem, który budowali przez dekady. Jedną z odpowiedzi może być sprzedaż firmy lub dołączenie do większej grupy.Na koniec rozmawiamy o sztucznej inteligencji i jej wpływie na doradztwo finansowe oraz transakcyjne. AI pozwala dziś znacznie szybciej analizować duże zbiory danych, sprawozdania finansowe i informacje potrzebne podczas due diligence.Zapraszam!  Linki:Wojciech Kryński na Linkedin - https://www.linkedin.com/in/wojciech-krynski-18b60b/Ground Frost - https://groundfrost.pl/Aider - https://aidergroup.pl/  ****************************  Nazywam się Wiktor Doktór i na co dzień prowadzę Klub Pro Progressio https://proprogressio.com/pl/dzialalnosc/klub-pro-progressio/1 – to społeczność wielu firm prywatnych i organizacji sektora publicznego, którym zależy na rozwoju relacji biznesowych w modelu B2B. W podcaście BSS bez tajemnic poza odcinkami solowymi, zamieszczam rozmowy z ekspertami i specjalistami z różnych dziedzin przedsiębiorczości.Zapraszam do odwiedzin moich kanałów na:YouTube - https://www.youtube.com/@wiktordoktor Facebook - https://www.facebook.com/wiktor.doktor LinkedIn - https://www.linkedin.com/in/wiktordoktor/ Moja strona internetowa - https://wiktordoktor.pl/ Możesz też do mnie napisać. Mój adres email to - kontakt(@)wiktordoktor.pl   ****************************  Patronami Podcastu “BSS bez tajemnic” są: Marzena Sawicka https://www.linkedin.com/in/marzena-sawicka-hillway-training/Przemysław Sławiński https://www.linkedin.com/in/przemys%C5%82aw-s%C5%82awi%C5%84ski-155a4426/ Damian Ruciński - https://www.linkedin.com/in/damian-rucinski/ Szymon Kryczka https://www.linkedin.com/in/szymonkryczka/Grzegorz Ludwin https://www.linkedin.com/in/gludwin/ Adam Furmańczuk https://www.linkedin.com/in/adam-agilino/ Igor Tkach - https://www.linkedin.com/in/igortkach/ Damian Wróblewski - https://www.linkedin.com/in/damianwroblewski/ Paweł Łopatka - https://www.linkedin.com/in/pawellopatka/ Wiktor Doktór Jr. - https://www.linkedin.com/in/wiktor-dokt%C3%B3r-jr-916297188/Agata Stolarz - https://www.linkedin.com/in/agata-stolarz/Hubert Antczak - https://www.linkedin.com/in/hubert-antczak/  Wspaniali ludzie, dzięki którym pojawiają się kolejne odcinki tego podcastu. Ty też możesz wesprzeć rozwój podcastu na: Patronite - https://patronite.pl/wiktordoktor Patreon - https://www.patreon.com/wiktordoktor Buy me a coffee - https://www.buymeacoffee.com/wiktordoktor Buycoffee.to - https://buycoffee.to/wiktordoktor Become a supporter of this podcast: https://www.spreaker.com/podcast/bss-bez-tajemnic--4069078/support.

feliciabaxter
Persist and Consequence Shall Induce Itself Has A Fro... Discernment, Due Diligence & Grace; Dear "Cahlos" King....

feliciabaxter

Play Episode Listen Later Sep 14, 2026 55:48


Opening Prayer We pause to honor the breath that sustains us and the silence that clears the way. We step into this space rooted in ancient wisdom, shielded against distraction, and undisturbed in our purpose. As we open these pages and engage these ideas, grant us the clarity to discern signal from static. May the words we explore serve as tools for liberation, strengthening our minds, nourishing our bodies, and fortifying our community. We give thanks for the privilege of focus, the wealth of knowledge, and the sanctuary of this circle. Rooted. Shielded. Undisturbed. Amen. Returning home forces Maxine to confront her grandmother Lindy's fading spirit and their decaying Philly neighborhood, revealing that healing Lindy's silenced voice requires rebuilding the community that nurtured them both. #BebeMooreCampbell #BookClub #BlackLiterature Whether it is a bank manager abusing insider trust or an affinity scam weaponizing shared faith, predators always use familiarity to disarm your boundaries. Guard your perimeter with unrelenting due diligence—because true discernment never mistakes charismatic confidence for moral credibility. #FinancialFraud #ScamAlert #DueDiligence #AffinityFraud   Dear "Cah-los" King, We, the #Reigndrops, are grateful that you were able to secure 30-plus episodes from the OWN network. I think that's at least 2 seasons, full seasons, even with the mid-break, and a minimum of 2 part reunions. With the possibility of a 3rd one, depending on the drama. Of the previous year, without it feeling too rushed. But this is what we're not gonna be able to do, bro...and other observations on the most hated cast from Reality TV, Season 12 #90DayFiance Stay Connected & Explore More Connect with the community, explore boutique rewards, grab freshly roasted coffee, and find the latest reading lists:

Risk! Engineers Talk Governance
Reactive vs Proactive Due Diligence - What does R2A actually do?

Risk! Engineers Talk Governance

Play Episode Listen Later Sep 13, 2026 12:22 Transcription Available


Drop us a noteIn this episode of Risk! Engineers Talk Governance, due diligence engineers Richard Robinson and Gaye Francis discuss Proactive vs Reactive Due Diligence - what does R2A actually do?In their chat they unpack why timing changes everything and that proactive work happens before problems occur, while reactive work (like expert witness testimony) occurs after something's already gone wrong, and by then it's often too late to fix cheaply. Drawing on real examples, they explain why early engagement is cheaper, less adversarial, and allows genuine design fixes happen while there's still time.Timestamps:00:00 – Introduction00:40 – Why this topic: R2A is often asked "what do you do?" 01:08 – The core frustration: being brought in for "proactive" due diligence too late in the project01:39 – Why engineering-style thinking beats legal philosophy for avoiding mistakes03:19 – Why lawyers and busy clients use R2A 03:54 – Bringing multiple stakeholders' views together into one structured conversation04:22 – Case example: Brought in practively05:24 – What proactive due diligence actually delivers: structured, defensible clarity06:28 – Why proactive due diligence doesn't need to be difficult or expensive06:58 – Aligning siloed stakeholders (commercial, legal, operational, regulatory)08:12 – Why design-stage fixes disappear once a project reaches "practical completion"09:23 – Case example: relocating a Queensland switch yard to design out a hazard early10:00 – The payoff of early engagement: easier process, stakeholders on side11:01 – Swinburne University postgrad unit on project due diligence11:36 – Why some people grasp the criticality-and-control approach instantly — and others don't12:00 – Wrap-upNote, they mention discussing NZ Harbour in the last episode, this will be the next episode (#4).If you'd like us to cover a specific topic or have any feedback we'd love to hear from you. Email admin@r2a.com.au.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.

Building The Brand
Suhit Amin Built & Sold a 7-Figure Influencer Marketing Agency Before 25... here's exact how he did it!

Building The Brand

Play Episode Listen Later Sep 12, 2026 105:27


How do you start an influencer marketing agency at 17 whilst battling stage three Hodgkin's lymphoma, scale it to 7-figures and sell it for millions by 24? Suhit Amin did exactly that.WATCH THE FULL PODCAST NOW ON YOUTUBEIn this episode, host James Burtt sits down with Suhit Amin, founder of Saulderson Media, to deconstruct the tactical playbook behind building an influencer marketing agency from scratch, winning clients with cold outreach on LinkedIn, doubling revenue with the right advisor, and navigating the full M&A process to a multi-million pound exit to Journey Further.If you want to understand how to build an agency from scratch, how to sell your business in the UK, or how to turn cold outreach strategy into compounding revenue - this is your blueprint. In This Episode You'll Learn:How Suhit turned an MCN sub-network into a talent management business making £100k in 6 months at 16The cold LinkedIn DM system he used when LinkedIn was quiet - and why manual reps beat automation earlyWhy talent management evolves into an influencer marketing agency for higher margins and scaleThe exact M&A process: from teaser and information memorandum to 5 offers, due diligence, and the 24-hour wait for money to landWhy he chose a lower multiple from Journey Further over a higher US offer and what founders get wrong about business brokers and valuationConnect with Suhit Aminhttps://www.suhitamin.com/Want more from Building The Brand? Connect here:https://buildingthebrand.co.uk/newsletterKey Moments: 0:00 - Introduction: How a 17-Year-Old Built a 7-Figure Influencer Marketing Agency 02:31 - Why Starting a Business Young Was Suhit Amin's Unfair Advantage 04:11 - From Gaming Videos to 37K Subscribers: Learning YouTube MCNs and Sub-Networks 07:04 - Why Talent Management Beat Being a Creator: Spotting the MCN Decline 09:40 - How to Start an Influencer Marketing Agency From Scratch With 5 Clients 15:35 - Cold Outreach Strategy That Worked: Turning LinkedIn DMs Into Revenue 19:25 - Consistency & Manual Reps: Why Volume Beats Automation When Starting Out 31:47 - Thinking Like a Founder: Why He Always Planned to Sell His First Business 37:18 - Doubling Revenue in 12 Months: How Advisor Simon Penson Restructured the Agency for Sale 44:15 - How to Sell Your Business: The Full M&A Process, Due Diligence & Keeping It Secret 53:54 - Choosing the Right Buyer: Why He Took a Lower Offer From Journey Further 01:04:03 - What Happens When the Money Lands: Telling the Team and Calling His Parents 01:26:14 - Battling Stage Three Hodgkin's Lymphoma at 16 While Starting a Business 01:36:26 - How Cancer Changed His View on Business, Risk and ResilienceIn this show we answer: What is this episode about? This episode of Building The Brand features Suhit Amin explaining how he built and sold a 7-figure influencer marketing agency (Saulderson Media) before age 25, detailing his cold outreach on LinkedIn, transition from talent management to influencer marketing, and the step-by-step process to sell a business including valuation, buyer outreach, and due diligence.Who is Suhit Amin? Suhit Amin is a UK entrepreneur who founded influencer marketing agency Saulderson Media at 17, scaled it to over £100k revenue in six months, doubled revenue with consultancy Scaled, and achieved a multi-million pound exit to Journey Further - all after undergoing chemotherapy for Hodgkin's lymphoma at age 16.How did Suhit Amin get clients for his influencer marketing agency? He used cold outreach on LinkedIn, identifying brands working with similar creators, connecting with marketing managers, and moving conversations from DMs to calls. He posted daily when LinkedIn was unsaturated and treated outreach like volume-based reps to learn what messaging converts.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
Legal Due Diligence: Protecting Your Business's Value

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Sep 8, 2026 54:03


The price stated in a letter of intent is not guaranteed. Once due diligence begins, unresolved legal and operational risks can reduce the purchase price, create holdbacks, delay closing, or end the deal. M&A attorneys Gwen Griggs and Whitney Harper explain how sellers can prepare for legal due diligence before going to market. They discuss the risks buyers examine, including entity records, contracts, intellectual property, workforce classification, insurance, ERISA matters, and successor liability. They also explain how an organized data room and an early risk review can protect value, reduce deal fatigue, and make the transaction easier to negotiate. View the complete show notes for this episode. Want To Learn More? The Deal ADVantage ADVOS Legal Gwen Griggs on LinkedIn Whitney Harper on LinkedIn 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. This episode provides general information only and does not constitute legal, tax, accounting, or other professional advice. The guests' views are their own and do not necessarily reflect the views of Morgan & Westfield.

The Daily Mastermind
How to Choose the Right Franchise With Greg Mohr

The Daily Mastermind

Play Episode Listen Later Sep 8, 2026 26:38


George Wright III interviews franchise consultant Greg Mohr, founder of Franchise Maven, about franchising as an “anti-founder” strategy—stepping into proven systems and processes to reach goals faster than starting a business from scratch. Mohr shares his path from Taco Bell and corporate work to franchising after reading “Rich Dad Poor Dad,” and explains who fits franchising best: self-starters with risk tolerance who can be mentored and follow systems. They discuss capital requirements for brick-and-mortar franchises versus service-based franchises, including typical net worth and liquidity expectations and SBA Express loan options. Mohr outlines his client-matching process, the importance of treating a franchise as an asset, and due diligence using the Franchise Disclosure Document (items 19 and 20, bankruptcies, litigation, and open-vs-sold locations). They note post-COVID growth in essential services like HVAC, plumbing, restoration, senior care, and medical franchises, and discuss horizontal and vertical growth for long-term wealth.00:00 Franchise Fit Questions02:00 Greg's Franchise Origin Story03:59 Anti Founder Explained07:31 Who Thrives in Franchising09:19 Capital Needed to Start11:09 Consultant Matching Process12:53 Owner Operator vs Asset14:35 Marketing Support and Leads16:55 Due Diligence and Red Flags20:12 Hot Franchise Sectors Now21:20 Franchising for Wealth BuildingThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About GregI create entrepreneurs through franchising. Over 12 years, I've guided 300+ entrepreneurs through franchise evaluation and enabled them to open 500+ successful territories. I'm a 2X Wall Street Journal bestselling author (Real Freedom, Expert Resilience) and USA Today Best Seller. I have also worked with and co authored another book, “From Idea to Empire”, with Kevin Harrington, the original shark from Shark Tank.LinksWebsite https://www.franchisemaven.com/book-resources/Instagram https://www.instagram.com/franchisemaven/Facebook https://www.facebook.com/FranchiseMavenLinkedIn https://www.linkedin.com/in/gregorykmohr/YouTube https://www.youtube.com/@Franchise_Maven

The Burleson Box: A Podcast from Dustin Burleson, DDS, MBA
EP 68: What Is Your Business Actually Worth: The Number Most Owners Never Calculate

The Burleson Box: A Podcast from Dustin Burleson, DDS, MBA

Play Episode Listen Later Sep 4, 2026 56:25


Most owners have never put a number on the business they have spent their life building. This episode puts one there.Jimmy Nicholas and Dustin Burleson take apart what a business is actually worth, what changes that figure, and what an owner can do about it long before a sale is on the table. Jimmy sold his agency to private equity in 2019, and he walks through the parts nobody warned him about. Dustin has bought, sold, and advised on the other side of the table, and he brings the buyer's view of what makes a business worth paying up for.**In this episode:**- Why the consultants Jimmy paid tens of thousands of dollars were wrong about a personality-based business being unsellable- The question that tells you whether you own a business or a high-paying job: if you were gone tomorrow, does it tank in 90 days- **Recastable expenses** and the owner salary add-back, and why the math changes once EBITDA crosses one million dollars- Why recurring revenue commands a different class of multiple, and how consumer brands get valued on revenue rather than earnings- The **Rule of 40**, and the third, third, third formula Jimmy ran as guardrails without knowing it had a name- Dustin's three rules of negotiation: who you are dealing with, never negotiating under duress, and going one year further back in due diligence than you think you need to- Why the best negotiating position is not needing the deal**Timestamps**- 00:00 Intro- 00:18 Why this topic, and the four kinds of owner listening- 02:18 Small business as a wealth generation vehicle- 03:18 Addressing the skeptic: what the consultants got wrong- 08:18 What building it to sell actually changes about running it- 10:18 Exit strategy: why are you getting off the highway- 13:18 The 90 day test- 16:18 Jimmy's 2019 sale, and what the buyer could give his team that he could not- 20:18 EBITDA, recastable expenses, and the owner salary line- 23:18 Multiples by industry, and revenue multiples versus earnings multiples- 26:18 The Powerball whiteboard exercise- 30:18 Creating your own luck, and the room where Jimmy raised his hand- 32:18 Due diligence, and why it is worth going through- 35:18 What a bad negotiation looks like- 40:18 The liability line, and the question Jimmy asked his attorney- 44:18 What each of them wishes they had known- 48:18 The Rule of 40- 54:18 What is coming next month**A note on the numbers.** The multiples in this episode are not one range. Jimmy speaks generally about businesses under one million dollars in EBITDA. Dustin's four, seven, and ten times figures are scoped to orthodontics specifically, and his Uber, Airbnb, and DoorDash figures are multiples of revenue rather than earnings. Know which one applies to you before you anchor on it.**Get the resources.** The valuation worksheet for this episode, along with the full transcript and everything referenced, is at [MomentumInsiders.com](https://momentuminsiders.com). Free to join.**Next month:** owning your assets versus renting them, and the things in your business you may think you own but do not. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Legal 123s with ByrdAdatto
I Am Hiring a Physician...What Now?

Legal 123s with ByrdAdatto

Play Episode Listen Later Sep 2, 2026 27:55


A physician hire meant to secure a practice owner's retirement lasted just four days. In this episode, hosts Brad and Michael share the story of a board-certified plastic surgeon who was eager to find a physician to eventually buy his California practice. Under pressure to retire, he rushed into an employment and succession arrangement with a physician he barely knew, relying on an “airtight” contract to protect the future of his practice. Tune in to learn why even a strong contract cannot replace proper due diligence, trust, and the right fit when planning for a physician transition. Discover strategies to help protect your interests, reduce legal risk, and create a smoother path toward a successful practice transition.  Chapters  00:00 Intro  00:37 Banter  05:20 Story  17:54 Access+  18:33 Legal Takeaways  27:13 Outro  Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates: WebsiteFacebookInstagramLinkedIn  

Exit Readiness
Operational Due Diligence Ft. Tim Van Mieghem

Exit Readiness

Play Episode Listen Later Sep 2, 2026 37:07


When business owners think about due diligence, financial statements, tax returns, contracts, and legal documents usually come to mind. But buyers are also trying to answer a more fundamental question: How well does this business actually operate? In this episode, Pat Ennis and Walter Deyhle welcome back Tim Van Mieghem, Founding Partner of The ProAction Group, for a discussion about operational due diligence and why it matters long before an owner decides to sell. They explore the operational risks and opportunities buyers look for, including owner dependency, undocumented processes, weak management, customer concentration, poor KPIs, and lack of accountability. For owners, the important takeaway is that operational due diligence doesn't have to begin when a buyer arrives. Looking at your company today through the eyes of a future buyer can reveal weaknesses, reduce risk, improve performance, and uncover opportunities to increase business value well before a transaction. In this Episode we discuss: What operational due diligence is and how it differs from financial and legal due diligenceWhat buyers are really trying to learn about a company's operations What gives a buyer confidence that the business can continue performing after the owner exitsCommon operational issues that can reduce value or create buyer concernThe impact of owner dependency and undocumented processesWhy management strength, KPIs, and accountability matterOperational improvements owners should make two or three years before going to marketHow technology, automation, data, and AI are changing operational due diligenceWhy owners should prepare for operational due diligence before a Letter of Intent is ever signed Guest:  Tim Van Mieghem, Founding Partner, The ProAction Group Tim Van Mieghem is a Founding Partner of The ProAction Group, an operational consulting firm that has served middle-market companies since 1995 by helping them identify, quantify, and uncover latent value. ProAction primarily serves private equity firms and their portfolio companies. Tim's expertise includes manufacturing, logistics, and inventory management, and is showcased in his book Implementing Supply Partnerships and his forthcoming book, Shocking Profit. He also hosts the Shocking Profit podcast. Connect with Tim:  https://www.linkedin.com/in/tim-van-mieghem-5ba91b/     https://www.proactiongroup.com/ ───────────────────────────────────────── Ready to assess your own ExitReadiness®? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com. ───────────────────────────────────────── Prefer to begin your planning process on your own?  Explore ExitReadiness® DIY™ at exitreadiness.com. The platform provides proven frameworks, practical tools, assessments, and educational resources designed to help business owners make better decisions, build more valuable and transferable businesses, and create more options for the future. When judgment and experience matter most, credentialed exit planning professionals are available to help. Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Prospect Research #Chatbytes
145: Evelyn Chen on Braver Leadership and Philanthropic Due Diligence

Prospect Research #Chatbytes

Play Episode Listen Later Sep 2, 2026 20:54


What do you do when research uncovers something uncomfortable about a major donor? Evelyn Chen, Partner at Russell Philanthropies, shares how the Braver Leadership framework — clarity, candor, and courageous follow-through — helps organizations navigate the gray areas of philanthropic due diligence with integrity. Read More on the Learning Edge Blog Resources Mentioned Connect with Evelyn Chen: LinkedIn Russell Philanthropies: Enews Subscribe Getting Started and Getting Serious about Due Diligence with Courtney Cutler Workshop | Due Diligence: Practice to Policy?

feliciabaxter
Persist and Consequence Shall Induce Itself Has A Fro... Discernment, Due Diligence, and Reality TV Debates

feliciabaxter

Play Episode Listen Later Aug 31, 2026 79:41


Rooted Discernment & The Afro Druid Ethos: Exploring how Christian faith, divine sovereignty, and curiosity coexist with modern tools—from AI and astrology to mindful reflection—when used as mirrors rather than life command centers. The Art of Healthy Escapism: Reflecting on Douglas Adams's Mostly Harmless, Vance Rodriguez, and how stepping away into books and quiet spaces offers a grounded return to clarity rather than life abandonment. Guarding Your Perimeter Against Fraud: Breaking down a Fresno Ponzi scheme, red flags in business, and the necessity of due diligence over false urgency, hype, and unverified promises. Bravo Breakdown & Monday Night Live Recaps: Unpacking the latest drama across The Real Housewives, exploring grief, boundary-setting, and the contentious debate surrounding Porsha Williams, Shamea Morton Mwangi, and Claudia Jordan. Key Takeaways God remains the source; tools remain secondary, and moral agency stays with the individual. Never allow false urgency or hype to replace independent due diligence in business or life. Healthy escapism always includes a conscious return—stepping back helps you see the broader picture clearly. Boundaries and silence are valid responses when navigating broken relationships and past grievances. Stay Connected & Explore More Connect with the community, explore boutique rewards, grab freshly roasted coffee, and find the latest reading lists:

Private Equity Funcast
Can You Still Trust Tech Due Diligence? (w/ Jason Gill & Kirby Montgomery, Code & Co.)

Private Equity Funcast

Play Episode Listen Later Aug 26, 2026 75:22


What if the thing founders are proudest of in diligence — "AI wrote most of our code" — is actually the reason investors should worry? Jim sits down with Jason Gill and Kirby Montgomery of Code & Co. to talk about what happens when vibe coding meets private equity due diligence, why every diligence summary suddenly looks identical, and why the old scars (custom integrations, undocumented paths, the stuff nobody wanted to deal with) just became the most valuable thing a company owns. We break down the one question that separates real engineering from AI smoke and mirrors and lay out their approach to Quality of AI (QoAI). To learn more about Code & Co., check out their website (https://www.codeandco.com/) or visit them on LinkedIn (codeandcogroup. 

The Steve Harvey Morning Show
Business Tips: Holland explains the differences between purchasing a franchise and acquiring an independent business.

The Steve Harvey Morning Show

Play Episode Listen Later Aug 24, 2026 27:53 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! 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 Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Strawberry Letter
Business Tips: Holland explains the differences between purchasing a franchise and acquiring an independent business.

Strawberry Letter

Play Episode Listen Later Aug 24, 2026 27:53 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! 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 Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSee omnystudio.com/listener for privacy information.

Best of The Steve Harvey Morning Show
Business Tips: Holland explains the differences between purchasing a franchise and acquiring an independent business.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Aug 24, 2026 27:53 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! 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 Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcastSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Bad Permitting Can Cost You $150K | Architect Mark Nichols on Real Estate Due Diligence

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Aug 24, 2026 24:44


In this episode, Architect Mark Nichols shares his journey into high-end residential design, the importance of client-focused service, and how technology like AI is transforming architecture. Discover insights on building strong relationships, managing a small business, and scaling strategically.   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   —--------------------

Beurswatch | BNR
Nieuw gevaar voor jou als belegger: de boze burger!

Beurswatch | BNR

Play Episode Listen Later Aug 24, 2026 24:18


De grote Amerikaanse zakenbanken hebben een waarschuwing voor jou als belegger. De toenemende weerstand tegen datacenters in de maatschappij, kan een risico worden voor de Amerikaanse beurs. En niet het minste risico: bij een Democratische overwinning bij de komende midtermverkiezingen, moet je volgens Bank of America rekening houden met verliezen van meer dan 10 procent! Wat je daarmee moet, zoeken we deze aflevering voor je uit. Vertellen we je ook over Shell. Dat weet niet wat het aan moet met z'n chemie-tak en twijfelt over een verkoop, nu het meer en meer de focus verlegd naar puur olie- en gas. Naar een koper hoeft Shell in ieder geval niet lang te zoeken. Onder meer ExxonMobil, Lyondell-Basell en Apollo staan te springen om de (Amerikaanse) chemietak te kopen, melden bronnen aan de Financial Times. Bespreken we ook nog: Een Chinese beursgang met dank aan een diefstal bij ASML De beleggingsstrategie van president Donald Trump Het grootste koersverlies bij Alibaba in anderhalf jaar Een meevaller, gevolgd door een tegenvaller voor Paramount Te gast: Erik Mauritz van Trade Republic BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Bond Investment Mentor
Muni Due Diligence Made Simple

Bond Investment Mentor

Play Episode Listen Later Aug 21, 2026 33:03


Welcome to Bond Investment Mentor! In this episode, Chris presents a simple, practical approach to municipal bond due diligence for community financial institutions.  In this episode: Returning to Pacific Coast Banking School (LEARN MORE) Market & Fed update (2:22) The return of the term premium (4:03) Municipal bond due diligence made simple (9:16) Two essential questions when evaluating muni bonds How am I getting paid? What's the likelihood I'll get paid? The pre-purchase due diligence approach The post-purchase due diligence approach Using EMMA for due diligence (CHECK OUT EMMA) Free Download:  Pre-purchase due diligence checklists  (30:10) (DOWNLOAD) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

Buying Online Businesses Podcast
What Kills An Online Business Deal in the First 10 Minutes with 8 Figure Acquirer Neil Twa

Buying Online Businesses Podcast

Play Episode Listen Later Aug 19, 2026 51:19


What can kill a $10.5 million acquisition, and how can an experienced buyer spot a bad deal in the first 10 minutes? Neil Twa has reviewed 500+ businesses and learned that the biggest red flags often show up before serious due diligence even begins. Messy financials. AI-generated business plans. Numbers that collapse when checked against the actual bank, Stripe, and PayPal data. And sometimes, even when everything looks right, the deal still falls apart. In this episode, Jaryd sits down with Neil to unpack the deal that looked so good the seller decided not to sell, the business deal that ghosted him after six months of due diligence, and the $10.5M acquisition that came with SBA financing, retail complexity, and a partner trying to sabotage the transaction. Neil also reveals why his team changes almost nothing during the first 30 days after an acquisition, how they operate 30 brands with AI-powered systems, and why reputation can be worth more than any single deal. If you're buying online businesses, this is a masterclass in spotting problems early, surviving the surprises you can't see coming, and knowing when to walk away.

Passive Investing from Left Field
LP Roundtable: Return of Capital, Reinvesting Distributions, and Sponsor Due Diligence

Passive Investing from Left Field

Play Episode Listen Later Aug 18, 2026 44:13


In this PassivePockets community roundtable, Chris Lopez sits down with Adam Cranmer, Pascal Wagner, and Christy Burakovsky to talk through real portfolio moves, new investments, and the questions LPs should be asking before and after they write a check. The conversation starts with portfolio updates: Adam shares why he invested in Alturas' retail-focused fund through an SPV, passed on a strong sponsor because the deal was outside their core market, and received capital back from a debt fund that no longer fit the team's risk/reward standards. Pascal walks through how he's helping manage his mom's portfolio by diversifying across multiple credit and lending funds, while also keeping dry powder available for single-family foreclosure opportunities. Christy shares why she's still looking at single-family for tax planning purposes and why she recently invested in a non-performing loan fund after getting comfortable with the math, risk profile, and strategy. Then the group digs into a nuanced but important LP topic: return of capital vs. return on capital. Christy breaks down how distributions can either reduce your invested basis or represent earnings on top of your original investment, and why that difference can impact taxes, pref calculations, redemption mechanics, and long-term portfolio tracking. The panel debates whether return of capital truly de-risks an investment, how compounding can quietly increase exposure to a single deal or operator, and why LPs need to understand how these mechanics are written into the legal documents. Finally, the roundtable turns to sponsor questions and due diligence etiquette. Adam shares a recent example of an operator who stopped accepting capital from PassivePockets members because the volume of questions became too time-consuming. The group debates where the line is between reasonable diligence and overwhelming a sponsor, why LPs should not be afraid to ask thoughtful questions, and how operators can reduce friction with better data rooms, clear reporting, and transparent communication. The takeaway: ask the questions, understand what you're asking, and remember that good diligence continues after the wire is sent. Key takeaways: How experienced LPs are repositioning portfolios across retail, debt funds, NPLs, and single-family rentals Why Adam passed on a strong sponsor when the deal fell outside their proven market expertise How Pascal thinks about diversification, cash flow, and protecting family capital Why Christy is focused on tax planning, single-family exposure, and non-performing loans The difference between return of capital and return on capital, and why it matters How compounding can unintentionally increase concentration risk Why LPs should ask better questions, not just more questions How data rooms, reporting, and sponsor communication can make diligence more efficient Why post-investment follow-up is just as important as upfront diligence Join a community of passive investors. Start your FREE 7-day trial: https://passivepockets.com/?utm_source=youtube&utm_medium=description&utm_campaign=none Listen to the PassivePockets Podcast Anywhere: https://lnk.to/passivepockets Subscribe to the Passive Investing Newsletter: https://www.biggerpockets.com/email-subscribe?utm_source=youtube&utm_medium=description&utm_campaign=none Join BiggerPockets for free: https://www.biggerpockets.com/signup?utm_source=owned_media Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Weaver: Beyond the Numbers
Buy-Side Tax Due Diligence: The Hidden Fraud Risk That Could Extend Tax Exposure for Years

Weaver: Beyond the Numbers

Play Episode Listen Later Aug 18, 2026 3:02


Weaver: Beyond the Numbers
Buy-Side Tax Due Diligence: The Hidden Fraud Risk That Could Extend Tax Exposure for Years

Weaver: Beyond the Numbers

Play Episode Listen Later Aug 18, 2026 3:02


Innovation in Compliance with Tom Fox
Clarence Chio on Rethinking Third-Party Due Diligence in the Age of AI

Innovation in Compliance with Tom Fox

Play Episode Listen Later Aug 18, 2026 31:32


Innovation comes in many areas, and compliance professionals need to not only be ready for it but also embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox visits with Clarence Chio, co-founder and CEO of Coverbase, about modernizing third-party risk management as AI reshapes vendor due diligence. Chio describes how traditional onboarding relies on long questionnaires, SOC 2/ISO documentation, and trust centers that streamline document exchange but were built for human-driven workflows. He argues AI makes the process risky and increasingly meaningless because vendors can auto-complete questionnaires convincingly and customers can analyze them with AI, eroding the value of nuance and attestation. Chio contrasts static, point-in-time evidence with the need for dynamic, continuous security evidence, noting software changes faster than annual assessments and third-party software frequently appears in breach chains. He proposes moving from check-the-box questionnaires to first-principles risk validation, including continuous information sharing, deeper technical evidence, and machine-readable artifacts such as SBOMs. He highlights Coverbase's open-source Trust MCP, which provides scoped, standardized access to verified vendor evidence for an agent-driven future. Key highlights: Why Coverbase Exists Trust Centers Explained AI Makes Due Diligence Risky Attestation and Human Loop Static vs. Dynamic Evidence Machine-Readable Trust Future Resources: Coverbase Clarence Chio on LinkedIn Innovation in Compliance was recently honored as the Number 4 podcast in Risk Management by 1,000,000 Podcasts

The How of Business - How to start, run & grow a small business.

Buying a Business? Do Your Due Diligence! Show Notes Page: https://www.thehowofbusiness.com/618-buyer-due-diligence/ Buyer due diligence is your primary protection when purchasing a small business, and on this episode Henry Lopez walks through a practical checklist to verify the financials, uncover hidden risks, and avoid overpaying for or buying the wrong business. Get your FREE DOWNLOAD: Buyer Due Diligence Checklist – from the show notes page for this episode. Buyer due diligence is the single most important protection you have when purchasing a small business. And skipping or rushing it is how buyers end up owning problems they never saw coming. Buying an existing business can be one of the fastest paths to successful ownership. You inherit customers, cash flow, systems, and employees, ideally in a proven, profitable model. But things are not always as they appear. A business that's always busy or generating strong revenue isn't necessarily healthy, and you may be inheriting problems that aren't obvious at first glance. Due diligence is how you find those issues before closing, not after. In this episode of The How of Business, Henry Lopez walks through his buyer due diligence checklist. This checklist includes the key areas you need to investigate, the mistakes that trip up first-time buyers, and how to make sure the business you're paying for is actually the business you think you're buying. Whether you're preparing to buy or getting ready to sell, this is the framework for looking under the covers with confidence. Henry frames the whole process around an old proverb: trust but verify. A good seller isn't lying to you, but it isn't their job to protect you either. They'll naturally highlight what's great and will likely remain quiet on what's broken. Verification is your job, along with your team of advisors: a business coach, a CPA, and an attorney working together. He explains why due diligence must be a written condition of your letter of intent or purchase agreement, giving you a defined period and the legal right to walk away. Never waive it, and never buy a business "as is" the way you might buy a used car. He also reframes the three possible outcomes of the due diligence period: 1) the deal is confirmed, 2) the price or terms get renegotiated, or 3) you walk away. He covers deal structure (why most small business deals are asset purchases and why that's safer for the buyer), and how to validate earnings using seller's discretionary earnings rather than revenue. Because you're not buying sales, you're buying verified profits and the assets that produce them. He shares the typical one-to-three multiple range and warns against buying an unprofitable or owner-dependent business, where you may simply be buying yourself a lower-paying job. Henry then explains the core investigation areas: legal (good standing, who actually has the right to sell, and the lease traps that can quietly kill a deal), financial (three to five years of statements, reconciling the real flow of cash, and treating unexplained errors as red flags), operational (systems ownership, owner and customer concentration, key-employee retention, and worker misclassification), plus market and risk factors like insurance, regulatory triggers, SBA loan conditions, and franchise approvals. His closing reminder says it best: "A no that you discover in due diligence is far cheaper than a yes you regret." Slow down, demand complete access, and the deal you clearly understand is the only deal worth doing. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Judging Freedom
Scott Ritter :Pentagon Did No Due Diligence

Judging Freedom

Play Episode Listen Later Aug 17, 2026 29:44


Scott Ritter :Pentagon Did No Due DiligenceSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tactical Leadership
Building a Business That's Ready to Grow and Exit | ATLVets Tampa x CLA

Tactical Leadership

Play Episode Listen Later Aug 17, 2026 46:33


What does it take to build a business that is financially prepared for growth, opportunity, and eventually an exit?At the ATLVets Tampa Speaker Series, Ray Busler and Thomas Lind of CliftonLarsonAllen (CLA) joined the conversation to break down the financial decisions business owners often overlook.From building strong accounting practices and choosing the right business structure to tax planning, QSBS opportunities, advisor alignment, due diligence, and exit preparation, this conversation is packed with practical insights for founders and privately held business owners.Chapter Segment:00:00 – Welcome and Thomas Lind's Veteran Story02:15 – Meet Ray Busler of CLA03:44 – Why CLA Focuses on Privately Held Businesses05:40 – Supporting Business Owners Through Growth11:07 – What Small Businesses Actually Need From a CPA16:58 – Accounting Discipline and Planning Ahead18:25 – Choosing the Right Business Entity19:12 – Qualified Small Business Stock and Exit Planning21:03 – S Corporation vs. C Corporation22:55 – Why Your Professional Advisors Need to Be Aligned26:04 – Tax Credits and Business Incentives27:45 – Get Your Advisors in the Same Room30:16 – What Size Businesses Does CLA Work With?32:04 – Preparing for the Business Exit34:45 – Due Diligence and Protecting Business Value36:40 – Estate and Succession Planning37:22 – Audience Q&A39:06 – Why Financial Discipline Matters Long Term40:39 – Tax Strategy vs. Financing Readiness42:08 – Understanding What Your Business Is Really Worth42:40 – Turning Financial Data Into Better Decisions43:37 – Remote Employees and Multi State Tax Exposure45:52 – Closing Remarks The biggest lesson? The decisions you make early can have a major impact on the value you create later.Watch the full conversation and hear how experienced advisors think about building a stronger financial foundation for your business.

Zero to Profitable Franchise
How do you find the right franchise?

Zero to Profitable Franchise

Play Episode Listen Later Aug 9, 2026 55:46


Grab our breakdown of the 5 Low-Cost Businesses That Make $1 Million: https://www.franchiseempire.com/lowcost?utm_source=feIs your dream franchise opportunity actually a nightmare in disguise?

The Academy Presents podcast
Due Diligence and Asset Management Lessons with Matt Kontoff

The Academy Presents podcast

Play Episode Listen Later Aug 7, 2026 20:01 Transcription Available


Matt Kontoff joins us for a practical conversation about what really happens after you get under contract on a property. From walking units and uncovering unexpected issues to managing turnovers, working with onsite teams, staying on top of lender requirements, and protecting your investment through strong asset management, Matt shares lessons learned from real experiences.The conversation highlights why thorough due diligence and attention to detail can make such a difference when it comes to protecting your investors, your financing, and your bottom line.Topics CoveredThe importance of walking every unit during due diligenceHow to handle units that cannot be inspectedPlanning for unexpected renovation and turnover costsWhen keeping rent the same can make more financial sense than increasing itReducing vacancy and minimizing turnover timeInspecting units before residents move outBuilding trust and strong relationships with onsite property managersUsing maintenance requests and work orders to stay ahead of property issuesMaking sure onsite teams understand and support the business planManaging lender draws and keeping track of important datesWhy following loan requirements and communicating with lenders mattersHow nonrecourse loans can potentially become recourseThe importance of detailed lease audits and thorough due diligenceUsing accurate property information to strengthen negotiations and potential retradesQuotes“Every loan is recourse. Ultimately, every loan is recourse.”“Make sure that you help create the accurate picture.”Connect with Matt: https://www.linkedin.com/in/mattkontoff/Connect with Angel: https://www.linkedin.com/in/angel-williams-re/

The Academy Presents podcast
Learning Real Estate Due Diligence with Matt Kontoff

The Academy Presents podcast

Play Episode Listen Later Aug 6, 2026 17:54 Transcription Available


In this episode, Angel Williams sits down with Matt Kontoff to discuss the importance of thorough due diligence in real estate investing. They share real-life stories about walking away from deals, unexpected property discoveries, insurance claims, maintenance challenges, and how hands-on experience can make investors better decision-makers.From Class C properties to plumbing issues and weather-related surprises, this conversation is packed with practical lessons that every real estate investor can use.Topics Covered• Why due diligence helps investors avoid costly mistakes• Knowing when to renegotiate or walk away from a deal• Lessons learned from investing in Class C properties• Hidden property issues that inspections can uncover• Preparing for plumbing problems and frozen pipes• Insurance claims and protecting your investment• The value of learning through real-world investing experiences• Why budgeting for unexpected repairs is essential• How weather and local conditions affect property management• Working with property managers during the due diligence processQuotes"The main purpose of doing your due diligence is to find reasons to not do the deal.""You really have to set aside money for plumbing."Connect with Matt: https://www.linkedin.com/in/mattkontoff/Connect with Angel: https://www.linkedin.com/in/angel-williams-re/

The Ryan Pineda Show
He Sold to Toyota for $100M+, Here's How

The Ryan Pineda Show

Play Episode Listen Later Aug 4, 2026 71:50


Ryan Pineda sits down with Matt Wright to unpack how he built Australia's largest online car-buying company into a $500M business with a nine-figure exit to Toyota, while revealing the personal sacrifices, burnout, and lessons about balancing ambition, faith, and family that came with it.⁣⁣Connect with Matt - ⁣https://www.founderfindsfuture.com/⁣https://www.instagram.com/founderfindsfuture/⁣https://www.youtube.com/@realmattwright⁣__________⁣⁣If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.com⁣⁣If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣⁣Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣Chapters:⁣00:32 - Intro & Big Exit⁣01:46 - Building the Business & Burnout⁣06:42 - Scaling, Strategy & Sale⁣15:01 - Hiring & Due Diligence⁣17:00 - Toyota Sale & Advisory Role⁣19:23 - Success & Life After Exit⁣30:02 - Cost of Success⁣32:00 - Family vs. Business⁣34:02 - Life Perspective⁣45:03 - Priorities & Time⁣47:58 - Founder Finds Future⁣55:00 - Balance & Faith⁣1:00:05 - Location & Flight Times⁣1:02:03 - Australia, New Zealand & US Energy⁣1:04:09 - Taxes, Structure & Wealth Mindset

The Morning Show w/ John and Hugh
Kevin Stefanski knows who starting QB will be but still doing due diligence

The Morning Show w/ John and Hugh

Play Episode Listen Later Jul 31, 2026 10:54


Mike, Ali, and Beau play a round of Fair or Foul for the halftime portion of the show, discuss if it's fair or foul to think that Atlanta Falcons Head Coach Kevin Stefanski already knows who the starting quarterback will be week one, and more!

Weaver: Beyond the Numbers
On the Sell-Side: Why Sell‑Side Due Diligence Matters Before a Business Sale

Weaver: Beyond the Numbers

Play Episode Listen Later Jul 30, 2026 4:04


Weaver: Beyond the Numbers
On the Sell-Side: Why Sell‑Side Due Diligence Matters Before a Business Sale

Weaver: Beyond the Numbers

Play Episode Listen Later Jul 30, 2026 4:04


Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Monthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and Investors

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Jul 30, 2026 106:00


Send us Fan Mail Hi, Richard Wilson here, founder of Family Office Club. I just wrapped our Monthly Live Forum on AI, and I wanted to make sure this one actually gets used, not just watched.Here's what I walked through in this session: why context engineering matters two to three times more than prompt engineering right now, and how to actually build it into your own workflow instead of just chatting with ChatGPT or Claude like it's a search engine. I showed you the three levels of AI maturity most founders get stuck at level one on, and how we built what I call "Intelligence Centers," one Claude project per role on my team, each with four to seven tools built specifically for that person's job. No more guessing which tool to use for what.I also introduced you to Clara, our AI pitch architect who will critique your one-liner, your pitch deck, and your due diligence questionnaire against 1,500 investor talks recorded on our stages. And Dewey and Vetti, our due diligence and real estate stress-testing tools that can rank ten pitch decks against each other in minutes. I explained why a one-line pitch, a 60 to 90 second founder video, and a 30-question due diligence FAQ will put you ahead of 99% of the people currently raising capital, because almost nobody has all three in place.We also got into real questions from the room: how to structure a deal when you don't have a track record or a full team yet, how family offices actually vet trust before they'll wire you a dollar, and why the relationship matters roughly twice as much as the merit of the deal itself.A little about us, so you know why I'm confident saying any of this: I started Family Office Club 19 years ago in 2007. We've hosted 300+ investor events, we host 30+ events a year across the US, we've got 16 million registered members across our LinkedIn groups, 18.5 million followers across social, and our community has closed over $1 billion in deals together. We built 50+ AI tools specifically for founders and investors, based on 1,500 investor talks from our own stages, not random internet data.If you want the full deployment kit for what I showed here, meaning the exact Claude project instructions, prompts, and skills my team uses daily, or you want to see our next event schedule, here's how:Apply for membership and unlock the AI tools + member portal: https://FamilyOffices.com/JoinSee our next in-person investor event: https://FamilyOffices.comDrop your biggest AI or capital-raising question in the comments below and I will personally reply. I read every comment on these training videos.Richard C. WilsonCEO & Founder, Family Office ClubCall/Text: (305) 333-1155Richard@FamilyOffices.comWhat's the one thing slowing down your capital raise right now? https://familyoffices.com/

Investor Fuel Real Estate Investing Mastermind - Audio Version
Rental Property Due Diligence That Can Save Real Estate Investors Thousands

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 29, 2026 24:39


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

The Real Estate Investing Podcast
The Land Strategies That Actually Make Money

The Real Estate Investing Podcast

Play Episode Listen Later Jul 28, 2026 38:48


Mining Stock Education
Trillion-Dollar Mining Stocks, Developer Due Diligence & Stock Picks - Fund Manager Samuel Pelaez

Mining Stock Education

Play Episode Listen Later Jul 28, 2026 45:38


"The long-term drivers for the commodity cycle are intact. The rally that we've seen over the last 24 months, it's just like a teaser of what's coming when you look at broad sort of like landscape ideas in terms of like the exposure of global markets to mining and metals and to energy as well, it's less than 1% in some cases. If that only gets back to long-term averages of 5 to 10%, we're looking at trillions of dollars that are going to roll into our space. We live in a world where companies have trillion-dollar valuations. Why can't our companies [miners] have trillion-dollar valuations?" explains Resource Fund Manager Samuel Pelaez in this MSE episode. Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides. Sam's website: https://olive-resource.com/ 00:00 Intro 00:47 Market Outlook and Fed 02:41 Gold Pullback Opportunity 04:12 Liquidity Spreads to Commodities 07:04 Whales Media and Charts 08:29 Copper Capex and Juniors 13:54 Project Quality and Water 17:13 M&A Drivers Permitting 19:46 Fast 41 and Policy Tailwinds 21:50 Portfolio Construction Focus 24:21 Position Sizing Concentration 28:37 Benchmarking and Learning 34:10 Top Picks to Watch 36:45 Olive Resource Capital Thesis 39:23 Cost of Living Philosophy Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. 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/

Investor Fuel Real Estate Investing Mastermind - Audio Version
Auction Property Due Diligence: What to Check Before You Bid

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 28, 2026 23:53


In this episode, Mark Caron shares his innovative approach to real estate data analysis, focusing on property background checks and risk mitigation for investors. Discover how his new business, DeedScope, aims to empower individual investors with accurate, timely property information to make smarter decisions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Contractor Success Forum
How to Nail a Construction Joint Venture (And Avoid Disaster)

Contractor Success Forum

Play Episode Listen Later Jul 28, 2026 25:28 Transcription Available


Federal Tax Updates
Trump Accounts, NIL Tax Chaos, and Automatic Penalty Relief

Federal Tax Updates

Play Episode Listen Later Jul 27, 2026 53:28


Roger and Annie cover a mid-year batch of tax updates: new Trump account reporting rules and gift tax relief, the tangled world of NIL taxation (including a court case over an influencer's courtside Lakers tickets and concert deductions), a new automatic penalty relief program, IRS online account updates, practitioner succession planning requirements, and fresh AI guidance for tax practice.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Podcast kickoff and travel (01:49) - Midyear tax roundup agenda (02:37) - Trump accounts reporting changes (03:40) - Gift tax safe harbor update (07:29) - ERC claim extension option (09:43) - NIL taxes and missing guidance (14:39) - Influencer deductions court battle (23:13) - Sports tax talk and big events (24:40) - Automatic penalty relief program (28:22) - Automatic Penalty Relief Concerns (30:06) - Tax Pro Account Benefits (31:56) - Online Accounts Going Mainstream (33:50) - Helping Clients With IDme (34:50) - Paper Checks and Digital Push (38:13) - Succession Planning Best Practices (43:32) - AI Guidance Under Circular 230 (48:12) - AI Fees and Due Diligence (50:12) - Minimum Standards for Preparers (51:22) - IRS Forums and Wrap Up Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Weaver: Beyond the Numbers
On the Sell-Side: Why an Audit Isn't a Substitute for Sell-Side Due Diligence

Weaver: Beyond the Numbers

Play Episode Listen Later Jul 24, 2026 4:28


Weaver: Beyond the Numbers
On the Sell-Side: Why an Audit Isn't a Substitute for Sell-Side Due Diligence

Weaver: Beyond the Numbers

Play Episode Listen Later Jul 24, 2026 4:28


The Note Closers Show Podcast
DFW Double-Digit ROI: Investing in Richardson TX Hard Money Note Case Study

The Note Closers Show Podcast

Play Episode Listen Later Jul 22, 2026 12:05


Are you tired of leaving your investment capital sitting on the sidelines, waiting for the "perfect" real estate deal to come along? In this episode of The Note Closers Show, Scott Carson delivers a massive shortcut to double-digit returns without the headaches of traditional property management, intensive due diligence, or multi-decade commitments. We are breaking down a high-yield, short-term case study on a performing Texas hard money loan located in the fast-growing market of Richardson, Texas—just north of Dallas. Discover how a seasoned, nationwide hard money lender is looking to recapitalize their growing business by selling off pieces of a $13 million performing paper portfolio. This featured asset is a true first lien secured by a vacant, four-bedroom red brick probate property undergoing a light cosmetic refresh by an experienced local rehabber. With $36,000 of the borrower's own skin in the game and a disciplined 70% loan-to-after-repair-value (ARV) cushion, this asset is built from the ground up to protect investor capital while kicking off serious cash flow. Scott walks you step-by-step through the underlying numbers, explaining how purchasing this note at par delivers a powerful 12.89% cash-on-cash ROI over a brief 11-to-12-month timeline. You will also learn about the "Rule of 72" and how securing a consistent 12% interest rate can put your retirement funds or self-directed IRA on the fast track to doubling every six years. Whether you want to step into an immediate monthly stream of $3,298, let the originating lender handle all ongoing servicing and rehab monitoring, or learn the exact steps to foreclose and capture a massive equity spread if things go sideways, this episode is your ultimate guide to truly passive real estate wealth. Key Topics Covered in This Episode:The Power of Short-Term Paper: Why a 1-year performing hard money loan is a perfect alternative to long-term 30-year notes for agile capital allocation. Richardson, TX Case Study: Detailed asset breakdown of a 4-bed, 2-bath probate property sitting in a highly desirable DFW submarket. Dissecting the Numbers: Understanding the math behind a $304,000 note balance yielding an impressive 12.89% ROI. Built-In Downside Protection: Why a 70% LTV, a strict lender escrow holdback, and $36,000 in borrower skin in the game keeps your investment secure. True Passive Investing: How the original lender retains servicing, monitors the rehab progress, and handles downside management on your behalf. The Rule of 72 Explained: How to implement a repeatable "rinse and repeat" model to double your investment capital every six years. Due Diligence and Legal Rights: Navigating first lien positions, reviewing credit/FICO profiles, and leveraging Texas's fast 30-day foreclosure process. Ready to stop waiting and start taking action? Don't let your lazy assets lose value to inflation. Tune in, learn the blueprint, and grab your tickets for our upcoming Virtual Note Buying Workshop at NoteBuyingForDummies.com to take your investing to the next level! 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

Property Profits Real Estate Podcast
Why Due Diligence Matters More Than the Asset Class with Senate Eskridge

Property Profits Real Estate Podcast

Play Episode Listen Later Jul 22, 2026 16:32


Finding great investments is important. Finding the right operators may be even more important. Description Senate Eskridge shares why he shifted away from operating apartment syndications and into managing a fund of funds that gives investors access to multiple investment opportunities across different industries. He explains how his role has changed from managing properties to carefully evaluating operators and guiding investors toward opportunities that fit their goals. Senate also walks through the five stage due diligence process his investment group uses before presenting any opportunity, including independent underwriting, background checks, and a final personal test where he asks whether he would invest his own mother's money. The conversation also covers how free education through webinars, conferences, and podcasts has helped him build trust with new investors while creating lasting relationships. Key Topics Transition from apartment syndications to a fund of funds model The difference between traditional funds and flexible funds Why operator quality matters more than asset class expertise The five levels of due diligence used before presenting investments Using free education to attract and serve investors Building investor relationships through trust instead of selling Guest Information Senate Eskridge Fund of Funds Manager Website: meetsenate.com Active across social media with links available through his website. Call to Action Visit meetsenate.com to connect with Senate, access his social profiles, download his contact information, or schedule a conversation.

The Real Estate Investing Podcast
Builders Will Pay Millions for This

The Real Estate Investing Podcast

Play Episode Listen Later Jul 21, 2026 55:53


Daf Yomi: Babble on Talmud
Due Diligence for Erev Yom Tov Meat Purchases — Daf Yomi Chullin 83

Daf Yomi: Babble on Talmud

Play Episode Listen Later Jul 21, 2026 49:25


Daf Yomi Chullin 83Episode 2391Babble on Talmud with Sruli RappsJoin the chat: https://chat.whatsapp.com/LMbsU3a5f4Y3b61DxFRsqfMERCH: https://www.etsy.com/shop/BabbleOnTalmudSefaria: https://www.sefaria.org.il/Chullin.83a?lang=heEmail: sruli@babbleontalmud.comInstagram: https://www.instagram.com/babble_on_talmudFacebook: https://www.facebook.com/p/Babble-on-Talmud-100080258961218/#dafyomi #talmud00:00 Intro 04:12 Meat mongers informing customers about oso v'es bno19:07 Purchasing meat on erev yom tov29:58 Defining a day for oso v'es bno34:19 Kisui hadam for korbanos44:44 Conclusion

Investor Fuel Real Estate Investing Mastermind - Audio Version
One Fatal Flaw Can Destroy a Real Estate Deal|Dr. Norm M. on Due Diligence,Valuation & CRE Investing

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 17, 2026 22:09


Join us as we delve into the insights of Dr. Norm Miller, a leading expert in real estate analysis, investment, and education. Discover how his academic and practical experience shapes the future of commercial real estate and investment strategies.   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   —--------------------

Jake and Gino Multifamily Investing Entrepreneurs
3 Psychological Traps Screwing Up Your Real Estate Deals

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jun 24, 2026 23:29


Have you ever had a single win that completely changed how you looked at yourself? In this episode, Gino Barbaro (co-founder of Jake and Gino and Barbaro 360) breaks down the subconscious psychological traps that sabotage real estate investors and entrepreneurs from building a successful business. Drawing from his early investing days—including a first deal that felt like a home run but was fueled by pure luck—Gino highlights three destructive behaviors we all face and provides a concrete, 4-step framework to fight back against them.