Podcasts about Due diligence

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

In this episode Andrew and Tom discuss Directors and Due Diligence: Lessons from the Whitemarsh Case.Directors are facing significant growth in sentencing for safety breaches - the lessons need to be learned quickly. Here is this week’s Friday Workplace Briefing Video (link).See omnystudio.com/listener for privacy information.

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

What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between completing due diligence and looking after their customers during their busiest season. View the complete show notes for this episode.   Want To Learn More? M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

What happens when a Harvard-trained corporate lawyer, tired of copying and pasting contract language, starts reading about self-driving cars? In Shashank Bijapur's case, it sparked the creation of SpotDraft, a contract lifecycle management company that just raised $54 million in Series B funding and that counts major companies such as Airbnb among its customers. In this episode of LawNext, host Bob Ambrogi sits down with Bijapur, CEO and cofounder of SpotDraft, to explore his journey from White & Case associate to legal tech entrepreneur. It all began with that pivotal New Year's Eve moment – working on due diligence while eating Chinese food and reading about Elon Musk's self-driving cars – that made him realize something fundamental: Cars were driving themselves but lawyers were still stuck copying and pasting contract language. The conversation traces SpotDraft's evolution from its original version as an AI redlining platform to becoming a comprehensive CLM solution. Bijapur shares the hard-won lessons of pivoting when their initial AI approach proved only as accurate as a coin toss, and how co-building with early customers who believed in their vision helped shape the product into what it is today. They also dive deep into how generative AI is transforming contract management, get a preview of SpotDraft's new AI assistant called Sidebar, launching to the public next month, and discuss practical implementation challenges based on insights from SpotDraft's recent survey on AI adoption in legal departments. Looking ahead, they discuss where the CLM market is heading in the age of generative AI. Throughout the discussion, Bijapur reflects on the entrepreneurial journey itself – learning to sell when trained to be demure, developing an appetite for risk after being taught to be risk-averse, and discovering that every startup milestone brings new challenges that require completely different approaches. It's a candid look at both the technical and human sides of building a legal tech company.  Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Send us a textDiscover how this  founder of a multi-family office based in Los Angeles, manages capital globally across real estate, credit, and growth-focused private investments. In this fireside chat, Sahil shares rare behind-the-scenes insights on family office operations, cross-border dealmaking, trust-based partnerships, and how to build a resilient investment strategy across generations.✅ What You'll Learn:- How experienced family offices vet and structure global investment deals- Real-world examples of managing capital across real estate, credit, and venture- The critical role of trust, alignment, and governance in ultra-wealthy families- Insights on working with next-gen investors and building multi-generational wealth- How AI is transforming due diligence and investor decision-making

In this episode of Cyber Talks, Greg Crowley and Dwayne Smith delve into the critical role of cybersecurity in mergers and acquisitions (M&A). They discuss how cyber risks can significantly affect company valuations and the challenges that arise during these transactions. Dwayne shares his experiences, highlighting the importance of educating stakeholders about potential security issues that could derail deals. The conversation emphasizes the need for robust security measures, including identity management and threat intelligence, to mitigate risks and ensure successful integrations. Topics discussed include:The impact of security breaches and incidents on M&A valuation and deal termsWhat red flags can derail a merger or acquisition (privacy incidents, regulatory violations, unresolved breaches)The most useful cybersecurity metrics and reports for due diligenceReal-world examples of integrating security tools and policies post-acquisition—and lessons learnedThe role of threat intelligence and dark web monitoring in uncovering hidden riskHow to avoid post-acquisition surprises related to legacy code or unsupported infrastructureTop security investments sellers should make to maximize future valuation--Have a question for us? Reach out: hello@esentire.com---About Cyber TalksFrom ransomware attacks to supply chain compromises, eSentire's Cyber Talks podcast will delve into the world of the latest cyber threats that are impacting businesses globally. Join our team of security experts as we speak with C-level executives and security practitioners about the cyber risks affecting their business and how they're addressing these challenges.About eSentireeSentire, Inc., the Authority in Managed Detection and Response (MDR), protects the critical data and applications of 2000+ organizations in 80+ countries, across 35 industries from known and unknown cyber threats by providing Exposure Management, Managed Detection and Response and Incident Response services designed to build an organization's cyber resilience & prevent business disruption. Founded in 2001, eSentire protects the world's most targeted organizations with 65% of its global base recognized as critical infrastructure, vital to economic health and stability. By combining open XDR platform technology, 24/7 threat hunting, and proven security operations leadership, eSentire's award-winning MDR services and team of experts help organizations anticipate, withstand and recover from cyberattacks. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.esentire.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and follow ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@eSentire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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

Misty Duckworth and Randy Kinsey join the podcast to explain how BSP's technical due diligence business is rapidly shifting to the data center market and how the rise of AI is driving demand for space, power and cooling in existing and new data center facilities. Hosted on Acast. See acast.com/privacy for more information.

This is the part 2 of the two part episode with Dr. Gabrielle Smith.  Whether you're dreaming of your golden years under the Mexican sun or already navigating the residency process, this conversation is packed with practical tips, funny war stories, and real-world advice you don't want to miss. You'll discover how Mexican cultural nuances like family-centric holidays and the famously flexible concept of time can surprise newcomers, and why paperwork, signatures, and timetables require extra patience (and often, a backup plan). Dr. Gabrielle shares insight on everything from getting started with residency, renewal pitfalls, and the do's and don'ts of carrying your residency card, to requirements for Mexican citizenship and the realities of the cost of living in different regions. If you're wondering what lifestyle changes to expect, how to avoid common mistakes, or simply want to know the best first step before packing your bags, this episode is your blueprint for moving to Mexico with confidence and intention.  So grab your notepad, tune in, and let's create your best chapter yet—south of the border! Key Moments:  05:10 "Biometrics in Mexico City: Time Needed" 08:47 Mexico Residency Entry & Exit Tips 12:04 Citizenship Change and Residency Process 13:04 Residency and Naturalization Process 18:08 "Maybe Tomorrow, Maybe Never" 21:27 Realtor Pricing and Client Commitment 23:41 "Importance of Due Diligence" 28:18 "Research Before Moving to Mexico" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -    https://tanielchemsian.com/buyers-guide-youtube/   https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

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

In this episode of the Real Estate Pro Show, host Erika interviews Christian Wamsley, a prominent figure in private lending within the real estate sector. Christian shares his journey into private lending, the evolution of his company, Headache Property Relief, and his approach to balancing speed and due diligence in funding. He discusses creative financing solutions, challenges faced in real estate deals, and the importance of networking in building a successful career in real estate. The conversation emphasizes the significance of relationships and collaboration in navigating the complexities of the industry. 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   —--------------------

"Trust but verify the facts." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this episode, Jill Allen interviews dental attorney Levi Barlavi, who shares insights on the importance of understanding the 'why' behind practice ownership, the emotional readiness required for new business owners, and the risks involved in starting or acquiring a practice. Levi emphasizes the need for a supportive team and the value of asking for help, while also discussing common mistakes made by first-time buyers. The conversation also touches on Levi's rebranding to Polished Legal and the importance of continuous growth and adaptation in the dental industry. Connect With Our Guest Polished Legal - https://www.polishedlegal.com Takeaways Understanding your 'why' is crucial for practice ownership.Having a clear vision can guide your career decisions.Emotional readiness is key when starting a business.Risk is inevitable; understanding it is essential.First-time buyers should seek experienced counsel.Don't hesitate to ask for help from mentors.Trust but verify during negotiations.A good negotiation should feel uncomfortable for both parties.Less than 1% of bank loans default, indicating manageable risk.Surround yourself with supportive cheerleaders.Chapters 00:00 Introduction to Dental Law and Practice02:14 Understanding the 'Why' Behind Practice Ownership06:37 Emotional Readiness for Business Ownership10:14 Evaluating Risks in Practice Ownership17:57 Common Mistakes for First-Time Buyers22:30 Navigating Early Career Challenges22:59 The Importance of Asking Hard Questions23:59 Due Diligence in Business Transactions25:12 Negotiation as a Collaboration27:54 The Value of Rejection in Business Deals29:02 Rebranding for Growth and Expansion30:01 The Journey of Entrepreneurship34:57 Advice for Aspiring Practice Owners41:00 Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

In this episode of The Drawdown, Cherry Bekaert's Cameron Smith is joined by Richard Schwartz and Travis Sheldon to reveal how commercial due diligence and market studies are enhancing M&A outcomes by empowering buyers and sellers. From validating investment theses to strengthening negotiation positions, the conversation dives into how M&A participants can leverage market intelligence to drive value in middle-market deals.Listen in as they discuss:The evolving role of commercial due diligence in buy- and sell-side transactionsHow market studies help sellers cast a wider buyer net and de-risk buyer concernsThe importance of substantiating growth narratives in middle-market dealsHow effectively considering scope and strategic alignment increases the quality of a market studyA case study on how a lifestyle appliance brand successfully leveraged a market study to attract a strategic buyerLet Us Guide You ForwardWorking in tandem with the Deal Advisory practice, Cherry Bekaert's Commercial Due Diligence & Market Studies team can support you through your next transaction with confidence and clarity. Whether you're preparing for a sale, evaluating a potential acquisition, or simply exploring how market studies can enhance your transaction strategy, Cherry Bekaert is here to help.

In this episode of The Drawdown, Cherry Bekaert's Cameron Smith is joined by Richard Schwartz and Travis Sheldon to reveal how commercial due diligence and market studies are enhancing M&A outcomes by empowering buyers and sellers. From validating investment theses to strengthening negotiation positions, the conversation dives into how M&A participants can leverage market intelligence to drive value in middle-market deals.Listen in as they discuss:The evolving role of commercial due diligence in buy- and sell-side transactionsHow market studies help sellers cast a wider buyer net and de-risk buyer concernsThe importance of substantiating growth narratives in middle-market dealsHow effectively considering scope and strategic alignment increases the quality of a market studyA case study on how a lifestyle appliance brand successfully leveraged a market study to attract a strategic buyerLet Us Guide You ForwardWorking in tandem with the Deal Advisory practice, Cherry Bekaert's Commercial Due Diligence & Market Studies team can support you through your next transaction with confidence and clarity. Whether you're preparing for a sale, evaluating a potential acquisition, or simply exploring how market studies can enhance your transaction strategy, Cherry Bekaert is here to help.

This episode is sponsored by: My Financial Coach You trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity. Visit https://myfinancialcoach.com/bootstrapmd/ to meet your financial coach and find out if concierge planning is right for you. _____________ Can buying a business be the key to achieving your entrepreneurial dreams as a physician? In this episode, Dr. Mike Woo-Ming, dives into the world of business acquisitions as a faster, less stressful alternative to starting from scratch. He compares offline businesses (like med spas, urgent cares, or even non-healthcare ventures like restaurants) with online businesses (such as e-commerce stores, coaching platforms, or SaaS companies), outlining their unique benefits and risks. Dr. Woo-Ming shares lessons from his own successes—like acquiring a profitable medical clinic—and pitfalls, including a failed online marketing venture. He provides practical guidance on evaluating deals, from analyzing financials and customer retention to assessing location and scalability. With a detailed due diligence checklist, this episode equips physicians with the tools to make informed acquisition decisions that align with their time constraints, lifestyle goals, and desire for financial independence. Three Actionable Takeaways: Perform Thorough Due Diligence – Review at least two years of financials (P&L, balance sheets, cash flow statements), verify traffic and conversion metrics for online businesses, and insist on live screen-sharing to confirm data authenticity. Assess Business Fit for Your Lifestyle – Choose offline businesses for hands-on involvement and tangible assets, or online businesses for location freedom and scalability, based on your career stage and personal goals. Leverage Your Network and Experts – Explore opportunities through platforms like BizBuySell or Empire Flippers, tap into medical networks for unlisted deals, and consult CPAs and attorneys to avoid costly oversights. About the Host:  Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy.

Arjun Paliwal from Investorkit makes his return to the show! We chat about his work at Investorkit, his new ventures in the Media space & much more!!The content discussed in this episode is general in nature and doesn't take into consideration the individual circumstances of the listener. Any listeners should consider their personal situation and seek professional advice and assistance if needed.

There seem to be so many contests out there going after musicians. But… are they legit? Episode 648: Jay has been getting offers quite frequently to enter many different contest… songwriter of the year, rock band of the year, website of the year, marketing campaign of the year and more! Almost everyone one asks for […]

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Buying another agency sounds like a shortcut to scale — but if you skip the wrong step or miss the wrong promise, you might inherit more problems than profit. But how do you actually approach due diligence to ensure a seamless, profitable acquisition? Today's featured guest learned these lessons the hard way. What started as a promising deal quickly revealed cracks, forcing him and his partner to navigate unexpected challenges to pull the agency through. In the process, he discovered the key questions you must ask before buying another agency and the hidden details that can make or break your investment. If you're an agency owner thinking about using acquisitions as a growth strategy, today's conversation will equip you with real-world insights to avoid costly mistakes and set your agency up for a smoother, successful expansion. Matt Marchetta is an agency owner with two decades of experience who recounts his journey in the industry, from starting his first web design business in high school to pivoting into e-commerce and ultimately becoming a digital nomad. He teamed up with a partner to acquire Growth Labs, a lead generation shop focused on outbound. He goes over some of the challenges and crucial lessons learned during the acquisition process, particularly concerning due diligence, unforeseen client guarantees, and the original owner's significant personal brand influence on the agency's client base. In this episode, we'll discuss: Why buy another agency in the first place? Due diligence traps that cost real money. The ROI guarantee that almost blew up the deal. 4 questions you must ask before your next acquisition Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. From Solo Hustle to Ecom Growth Machine Matt started his agency journey as a kid who just wanted to work for himself and quickly learned the hard way—like many do—that running a business isn't just about being good at the work, it's about learning the business of business. It's a time he remembers fondly as a great foundation for his business education. He pivoted early from generalist design and dev work into e-commerce, riding that wave as it grew. Over time, he layered in Facebook ads, video production, and photography to support product marketing for his clients. And while many were stuck in offices, Matt was ahead of the curve, running remote from day one, carving out a lifestyle business that let him travel, stay flexible, and keep agency life fun. In fact, he never thought seriously about the possibility of selling his agency, since it's something he really enjoys doing and didn't think he'd ever get an offer that would compare to what he thinks it's worth. Why Buy an Agency? So why would a guy who loves the freedom of his own agency buy another one? Simple: leverage and evolution. Matt and his current business partner decided it was time to level up their respective agencies. They were both tired of being generalists and saw an opportunity to specialize, automate, and potentially transition out of day-to-day client grind by acquiring a business with the right foundation. They didn't go hunting for a big fish they couldn't afford. Instead, they targeted a sub-seven-figure agency they could buy at a fair multiple, with the goal of systemizing and growing it. Enter Growth Labs, an outbound lead gen agency specializing in cold email marketing. What They Looked For Before the Purchase Matt and his partner moved fast but smart: Profit and Loss: They dug into five years of P&Ls, noticing the typical COVID spike, post-spike drop, and finally profitability as the owner prepared to sell. Adbacks Reality Check: The books had plenty of “personal expenses” that, once removed, showed a clearer, stronger profit picture. Pipeline and Clients: They signed an NDA to peek at client lists, learning that the agency's lead gen often came from the owner's personal brand and reputation—great for credibility, but also something they'd need to replace with systems. Recurring vs. One-Off: They checked churn, recurring revenue, and how the business handled its leads and delivery so they wouldn't be buying a leaky bucket. Fast Close, Strategic Future In true operator fashion, Matt and his partner put in an offer quickly (about three weeks after initial discussions) and agreed on a 1.3x EBITDA multiple. They wanted the former owner to stick around for a transition period, ensuring continuity while they layered in their own systems and strategic direction. Everything looked clean. The seller had a strong personal brand. The books checked out (after adbacks). The plan was clear: earnout over three years, phased transition, and keep the seller involved for 12 months to ensure smooth client handoff and he agreed to do it. Then the cracks appeared. The ROI Guarantee Bomb While poking around Slack before the official handover, Matt found discussions about an ROI guarantee with a disgruntled client. The seller brushed it off as a “Horoszi-level mistake from years back.” No big deal, right? Wrong. Turns out, most new client contracts still included these ROI guarantees—often unwritten, often unenforceable, and often unrealistic. Combine that with underperforming cold email campaigns, and you have a recipe for churn, complaints, and a legal minefield. What was supposed to be a 2-month campaign turned into 12-month obligations with clients expecting a magical ROI that the agency couldn't verify, let alone control. 4 Lessons Matt Learned (So You Don't Have to) In hindsight, Matt admits they moved too fast. A few weeks wasn't enough because due diligence should take longer than you think. His advice for agency owners is not to feel pressured—take the time to ask uncomfortable questions and look for patterns and keep these 4 aspects in mind: Don't just check contracts. Check promises. Matt discovered clients were sticking around for the wrong reasons—and the wrong terms—due to handshake promises that should've been flagged during due diligence. Thoroughly analyze client data and churn patterns. Analyze the available metrics to determine whether or not clients are actually reaching goals. In his case, Matt found that using AI would've helped him uncover that consistent MRR masked a perfect churn pattern: lose three clients, gain three clients, every month. AI could've shown these patterns in minutes. Expect that when the seller leaves, 80-90% of their lead gen leaves with them. If the agency's pipeline depends on the owner's personal brand, you need a plan to replace that before you wire funds. Dig deeper into why the seller is selling—and why they started. Was the agency a real business solving a real need, or just a personal brand ATM for the founder? That origin story tells you how the business was run and what baggage you're buying. The Silver Lining Was it all doom and gloom? Nope. Matt discovered that despite the outdated “spray and pray” cold email approach, the agency's foundations were solid: a capable team, strong email infrastructure, and processes that could be upgraded with AI personalization and scalable systems. Instead of throwing in the towel, Matt is now rebuilding Growth Labs into a smarter, tech-enabled lead-gen agency aligned with the future, not the past. And despite the headaches, Matt and his business partner are still hungry for more acquisitions, now with clear systems and smarter questions in hand. They're even considering rolling up a group of specialist agencies as their next move. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

What happens when a hardworking corporate lawyer joins forces with an MIT AI researcher? A revolutionary solution to one of the legal profession's most notorious pain points: due diligence.  Connor Acle, co-founder and CEO of Marveri (https://www.marveri.com/), shares his journey from Morrison Foerster associate to legal tech entrepreneur in this illuminating conversation. After experiencing firsthand how due diligence consumed over half of transaction legal budgets while burning out junior associates, Connor saw an opportunity when ChatGPT emerged. He partnered with an MIT PhD candidate specializing in AI to create a system that fundamentally reimagines how lawyers approach data rooms.  Marveri doesn't just analyze individual documents – it builds a comprehensive understanding of an entire company's legal framework. The software transforms chaotic data rooms into organized repositories with standardized naming conventions in seconds, automatically verifies document execution by checking every required signature, and can even generate first drafts of due diligence reports. Most impressively, when tested against documents labeled by expert attorneys, Marveri's system performed as well or better than human lawyers.  The market response reveals a fascinating divide in the legal industry. While end users consistently describe Marveri as "mind-blowing" and "game-changing," law firms themselves range from complete prohibition of AI tools to enthusiastic early adoption. Forward-thinking firms recognize that AI proficiency will soon become as essential to legal practice as email and computers, giving their attorneys a competitive advantage by embracing these technologies now.  For fellow startup founders, Connor emphasizes the importance of customer relationships. Many of Marveri's most successful features came directly from user suggestions, highlighting the wealth of knowledge possessed by practicing attorneys who understand daily challenges firsthand.  Connect with Connor on LinkedIn or visit Marveri.com to discover (and get a demo of) how AI is transforming legal due diligence and empowering lawyers with the technological edge they need in today's competitive environment. And note, too, that Marveri recently raised $3.5 million from investors, including Alven, Day One Ventures, I2BF, and a syndicate of early users—a powerful vote of confidence from the very practitioners who use the platform daily.  

Strap in for a brutally honest conversation as Jaryd Krause sits down with none other than Elliot Holland, a Harvard Business School alum, seasoned entrepreneur, and strategic founder. Elliot runs a seven-figure due diligence firm that performs "mini audits" on businesses, helping investors avoid being misled by clever sellers and slick brokers. With nearly 20 years of experience in small business acquisitions, Elliot has seen it all—and then some. From hidden red flags in financials to smoke-and-mirrors marketing metrics on Amazon and SEO-driven sites, he shares exactly where buyers get it wrong—and how those mistakes can cost you hundreds of thousands, or worse, your entire investment. This episode will pull back the curtain on how unsuspecting buyers get swindled into buying dud deals, all because they skipped real due diligence. Highlight the critical considerations buyers often miss in the acquisition process: ✔️ The most common (and costly) mistakes buyers make in due diligence✔️ Why relationships with sellers matter—and how they can go sideways fast✔️ How sellers can mislead or manipulate the narrative to close a deal✔️ Financial vs. marketing due diligence—what most acquirers overlook✔️ The frameworks Elliot uses to assess businesses like an expert This is not just theory—Elliot has personally helped countless clients dodge bad deals and secure multi-million-dollar wins, all by demystifying the due diligence process. With his signature humor, straight talk, and lived experience, he makes complex business buying principles not only clear but actionable. Whether you're a first-time acquirer or scaling your portfolio, this episode will save you more than money—it could save your sanity. Don’t even think about buying a business until you listen to this conversation. Episode Highlights 04:15 – Red flags usually show as many small issues rather than one big problem 10:30 – Verifying seller’s time commitment by reviewing task lists and holding strategy meetings 18:45 – Wanting shortcuts in due diligence can lead to costly mistakes 23:00 – Sellers often resist reasonable buyer requests like strong non-competes and management interviews 26:10 – Negotiation is a strategic dance where sellers test buyer strength 29:15 – Cheaper advisors often bring higher risks and lower value on seven-figure deals Key Takeaways ➥ Red flags are subtle and require a sharp, skeptical mindset to detect ➥ Sellers use stories and distractions instead of admitting flaws outright ➥ Due diligence takes time and can be uncomfortable but shortcuts are costly ➥ Experienced advisors are critical for high-value deals to avoid disaster ➥ Buyers need to be ready to walk away if sellers are not transparent or cooperative ➥ Emotional detachment helps buyers make better decisions and negotiate smarter About Elliot Holland Elliott Holland is a Harvard Business School alum, former business acquirer & OG in small business acquisitions. He runs TheBusinessBuyingMasterclass.com and a 7-figure business that does "mini audits" on businesses before clients acquire them to be sure they're not swindled. With nearly two decades of experience, Elliott empowers everyday investors to acquire million-dollar businesses because he's been in their shoes and offers insight others cannot. Elliott simplifies complex small business buying concepts with humor so that everyday investors can understand. With over 100 podcast appearances and speaking engagements at top business schools, Elliott shares expertise on entrepreneurship, investing, and business buying. Connect with Elliot Holland ➥ https://www.linkedin.com/in/elliottholland/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/ ➥ Google Ads Service - https://buyingonlinebusinesses.com/ads-services/ ➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Link Whisper (SEO tool for internal linking on websites) - https://bit.ly/3l7K7Ld ➥ Active Campaign (Email Software Provider) - https://bit.ly/3DCwYQH

Send us a textToday's episode is a conversation many private practice owners are either having—or avoiding: “Should I sell to private equity?”If you're a physician-owner, chances are you've had at least one conversation with a firm interested in buying your practice. Maybe they promised a lucrative buyout, better back-office support, or rapid expansion. Maybe they positioned themselves as the answer to your administrative headaches.It all sounds appealing, especially in a challenging reimbursement environment. But here's the truth: private equity deals are more complicated than they look on paper. There's what's pitched, and then there's what's really happening inside practices post-sale.So today, we're getting honest. This episode is for anyone considering a deal—or just trying to understand what PE involvement could mean for their future. If you're going through any transition with your practice, our goal is for you to be fully informed up front, and make the best possible decision, so it's one you're happy with several years down the road. In considering a deal with PE, there are a lot of moving parts and pieces. We'll unpack the promises, the pitfalls, and the must-ask questions before signing on the dotted line. Please Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: http://21978609.hs-sites.com/newletter-subscriber Want more content? Find sample job descriptions, financial tools, templates and much more: www.MedicalMoneyMattersPodcast.com Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/

In this episode, in collaboration with the International Masters of Gaming Law (IMGL), Cristina Romero of Loyra Abogados, breaks down the complex, often-overlooked, world of fundraising in regulated iGaming markets.With nearly 15 years of experience advising on cross-border gaming finance and acquisitions, she explains why fresh capital is essential for driving innovation, market entry and long-term sustainability in an increasingly capital-intensive industry.From Spain and Sweden to Brazil and beyond, Cristina explores the investment landscape in both mature and emerging iGaming jurisdictions. She categorises the three dominant investor profiles, generalist private equity, gambling-savvy venture firms, and strategic industry players, unpacking what each seeks in a high-risk, high-reward environment.In the final segment, the conversation turns to the evolving relationship between traditional regulated operators and disruptive ‘adjacent' tech firms in Web3, blockchain and AI-powered marketing. Cristina explains how unregulated innovators are setting new benchmarks for speed and agility, often providing vital tools that solve operational pain points for legacy brands.To read more on the topic discussed in today's episode, click on the following link:- https://www.imgl.org/publications/imgl-magazine-volume-3-no-1/raising-capital-in-regulated-gambling-and-betting-markets/Host: Ted MenmuirGuest: Cristina RomeroProducer: Anaya McDonaldEditor: James RossiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

In this episode of The Legal Zeidgeist, Mathilde Stich unpacks the critical role of due diligence in the investment funds industry. With growing regulatory scrutiny and operational complexity, fund managers are under more pressure than ever to ensure robust due diligence processes are in place.Whether you're managing fund operations, compliance, or legal risk, this episode will help you sharpen your understanding of what good due diligence looks like in 2025 and beyond.

Could your supply chain be funding cartels without you realizing it? In today's complex global economy, companies are grappling with a dual challenge - the urgent need to unravel their supply chains and the immediate recalibration of due diligence systems to detect links to cartel and transnational criminal organizations (TCOs). With the Department of Justice sharpening its focus on both direct prosecutions and financial facilitators, global companies must prepare for heightened scrutiny. Michael breaks down the mounting risks, enforcement priorities, and practical steps companies must take to protect themselves from becoming unwitting participants in criminal operations.You'll hear him discuss:How DOJ's new two-pronged enforcement strategy is bringing corporate facilitators of cartels and TCOs into the crosshairsWhy traditional due diligence no longer goes far enough, especially with "Nth Party" risks buried deep in supply chainsHow cartels and TCOs exploit legitimate businesses in sectors like logistics, agriculture, mining, and constructionThe importance of identifying beneficial ownership and tracing complex corporate structures across jurisdictionsRed flags to watch for, from nominee arrangements and shell companies to unexplained wealth and layered financial flowsHow cartels are adapting with fake websites, fake bios, and cryptocurrency to mask illicit activitiesWhat companies must do to modernize their compliance systems with open-source tools and workflow automationWhy trade-based money laundering, remittance services, and decentralized platforms are growing areas of concernResourcesMichael Volkov on LinkedIn | TwitterThe Volkov Law Group

Inside the Deal: Journeys in Business Acquisition | The MKB Podcast | Episode 62 Link to video podcast episode: 

Welcome to the Hughes Hubbard Anti-Corruption & Internal Investigations Practice Group's podcast, All Things Investigation. In this podcast, host Tom Fox is joined by Daniel Weiner to discuss a complex legal case involving a valuable Picasso painting. Weiner is the Chair of Hughes Hubbard & Reed's Litigation Department, Chair of the Complex Business Disputes practice, and a partner in the International & Domestic Arbitration and Intellectual Property Disputes groups. Daniel and Tom take a deep dive into the intricate details of how a series of fraudulent transactions led to a multimillion-dollar dispute over Picasso's ‘Le Peintre.‘ The podcast highlights the importance of thorough due diligence in the art world and examines the legal complexities involved in resolving such cases. As they unravel the story, they highlight the crucial role of investigations in preventing art fraud and safeguarding ownership rights. Key highlights: The Fascinating Picasso Case The Fraud Unveiled Legal Issues and Investigations Discovery Disputes and Court Proceedings Consulting and Due Diligence in Art Law Resources: Daniel Weiner Hughes Hubbard & Reed website HHR Client Alert: Firm Obtains Discovery Win in Dispute Over Sale of Pablo Picasso Painting

What happens when a city goes from being “uninvestable” to a national hotspot almost overnight? In this episode, Perth-based buyer’s agent Matthew Hughes joins Veronica to unpack what’s driving the WA property surge—and what investors are getting wrong. With boots-on-the-ground insight, he shares why affordability alone is a flawed strategy, how investor FOMO is distorting the market, and why timing and fundamentals still matter. While many are chasing quick wins, Matthew and Veronica challenge the hype. They dig into the risks of borderless buying, the pitfalls of relying solely on data, and why buying cheap doesn’t always mean buying smart. For investors chasing long-term outperformance, this conversation is packed with insights on due diligence, owner-occupier demand, and how to avoid the traps of short-term sugar hits. Whether you’re investing in Perth or watching from the East Coast, this episode is a must-listen for anyone serious about sustainable growth. Hit play now and learn how to think long-term in a market driven by short-term noise. Episode Highlights: Welcome [00:00] Perth Property Market Overview [00:59] Current State of the Perth Market [01:28] Impact of Investors and Local Buyers [03:11] Challenges for Local Buyer's Agents [05:51] Market Trends and Investment Strategies [07:33] Common Mistakes by Investors [08:49] Impact of Market Cycles on Investors [15:25] Role of Lending Advice in Investment Strategies [38:11] Due Diligence and Risk Management [42:35] Property Market Trends and Future Outlook [49:05] About our Guest: Matthew Hughes is the Managing Director and Senior Buyer's Agent at Capital Property Advisory (CPA), Perth’s highest-rated buyer’s agency and development consultancy. With over 20 years of experience in property investment and development, Matthew has a deep passion for wealth creation through strategic property acquisition. He began investing at 19 and has since dedicated over a decade exclusively to working with buyers, guiding clients with unbiased, research-backed advice tailored to their individual goals. Matthew is a Qualified Property Investment Adviser (QPIA®), a licensed real estate and business agent, and a respected leader in the industry, recently winning the 2025 National Property Investment Adviser of the Year award from the Property Investment Professionals of Australia (PIPA). He also serves on the PIPA Board of Directors, advocating for ethical standards and investor education across Australia Connect with Matthew: LinkedIn: https://www.linkedin.com/in/matthewhughesqpia/ Resources: Visit our website: https://www.theelephantintheroom.com.au Visit our website https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Mortgage Broker? https://www.alcove.au Work with Chris: chrisbates@alcove.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word, and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 If you enjoyed today’s podcast, don’t forget to subscribe, rate, and share the show! There’s more to come, so we hope to have you along with us on this journey! See you on the inside, Veronica & ChrisSee omnystudio.com/listener for privacy information.

In this episode, Dylan Silver interviews Frank Collo, president of NDM Commercial, discussing the diverse lending options available for real estate investors. Frank shares his journey from the automotive industry to real estate lending, emphasizing the importance of due diligence and understanding the lending landscape. The conversation explores the challenges and opportunities in fix and flip loans, new builds, and alternative lending solutions, highlighting how NDM Commercial adapts to meet the needs of its clients. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textThe South Carolina REALTORS Association has revised the contract to address compensation in the contract. Today, I examine those changes but more importantly I look at the "why" behind the changes.  Once we understand the "why" it makes the changes more acceptable and likely to be implemented. I also look at the new Form 555 Home Warranty form.Don't forget to like us and share us!Gary* Gary serves on the South Carolina Real Estate Commission as a Commissioner. The opinions expressed herein are his opinions and are not necessarily the opinions of the SC Real Estate Commission. This podcast is not to be considered legal advice. Please consult an attorney in your area.

Curious about how Dudley is shaping the energy industry? This episode peels back the curtain on due diligence, new projects, AI, and more! From kickoffs to company-wide initiatives, we're discussing what it takes to stay ahead. Time Stamps00:51 - Episode Intro01:31 - New Projects and Kickoff Calls03:10 - Due Diligence and Planning08:45 - In-House Services and Staffing Challenges16:06 - Leadership Transition & Development19:42 - Effective Delegation and Team Building21:40 - Implementing Company-Wide Initiatives22:40 - Team Growth and Community Involvement23:36 - Implementing Lean Principles26:02 - Scaling Up with Rocks32:12 - AI in Title Examination37:48 - Kudu Land SystemSnippets from the EpisodeThe real power is gonna come when you can take an AI and have it retrieve and combine information from your brokerage land system with your in-house system and your well files and lease analysis, and all those things. When it can marry all that seamlessly, that's when you're gonna really see the power, and when you can prompt it accordingly. -BrentTeam building is not about the trust falls; it's about understanding what your strengths and weaknesses are, being able to read what other people's strengths and weaknesses are, and how to communicate with those people. How do you take ownership as a project manager to ensure that every time you fire up something new, it's not a new experience, right? It's just a new scenario, and you're applying those tactics. -BrentHow do you elevate your team? Sometimes, elevating your team is delegating and letting go of some of the things that you're doing that you're not doing as well as you should be. -Brent⁠Help us improve our podcast! Share your thoughts in our quick survey.⁠ResourcesTLD 045 - Inside Kudu: The Land Management Suite TLD 042 - Enverus and AI with Colin WestmorelandTLD 023 - AI for Landmen with Jerris JohnsonNeed Help With A Project? ⁠⁠Meet With Dudley⁠⁠Need Help with Staffing? Connect with ⁠⁠Dudley Staffing ⁠⁠Streamline Your Title Process with ⁠⁠Dudley Select Title⁠⁠Watch On ⁠⁠Youtube⁠⁠Follow Dudley Land Co. On⁠⁠ LinkedIn⁠⁠Have Questions? ⁠⁠Email us⁠⁠More from Our HostsConnect with ⁠⁠Brent⁠⁠ on LinkedInConnect with ⁠⁠Khalil ⁠⁠on LinkedIn

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Sarah Miskelly, a Canadian fund manager living in Costa Rica who places capital into diverse real estate and alternative asset opportunities. Sarah shares her background growing up in real estate, how she transitioned into fund management, and the strict due diligence she performs on behalf of investors. The conversation dives deep into red flags in multifamily syndication, the pitfalls of disguised capital calls, and her exploration of newer asset classes like triple net medical deals and oil & gas funds. The hosts and Sarah also discuss ethics in capital raising, authenticity on LinkedIn, and how to spot shady fund managers. Sarah Miskelly Current Role: Fund Manager placing capital into real estate and alternative asset opportunities Based in: Costa Rica Say hi to her at: LinkedIn Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

America's top-ranked business broker, Trent Lee, joins us for an engaging discussion on the burgeoning trend of buying existing businesses rather than starting new ones. Trent, who has been recognized by the International Business Brokers Association for six consecutive years, sheds light on his inspiring journey from his formative years in Las Vegas to becoming a prominent figure in the business brokering world. He opens up about his father's successful sale of a janitorial company, a pivotal event that ignited his passion for entrepreneurship, and shares invaluable lessons learned from those early experiences.   We venture into the often-overlooked For Sale By Owner market for businesses, a fragmented landscape compared to the real estate sector's centralized MLS system. Trent offers insights into the critical elements of having a "buy box" and a "buyer box," stressing the importance of experience and licensing in successful business acquisitions. He dispels the myth of being "industry agnostic" and illustrates the necessity of aligning personal expertise with business opportunities through a compelling example of an auto mechanic shop transaction.   Transparency, due diligence, and the art of exit planning are key components in the world of business brokering that we explore further with Trent. He discusses the significance of crafting businesses that thrive independently of their owners, a factor essential for a smooth transition when selling. With an eye on the future, we contemplate the challenges business leaders face in retirement and the parallels to coaching roles, alongside the strategic advantage of vertical integration and personal branding. Join us as we navigate the complex yet rewarding terrain of buying and selling businesses with Trent Lee's expert guidance.   CHAPTERS    (00:00) - Buying Businesses (13:23) - Buying Businesses (22:59) - Selling Businesses (29:12) - Business Brokers Discuss Commission Percentages (39:29) - Business Ownership Reflections and Due Diligence  

Send us a textIn this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messaging, stand out from the crowd, and avoid the common pitfalls that get deals overlooked. Includes takeaways on using AI tools to craft powerful one-liners and improve pitch performance.----------------------------------------------------------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We've built over 50 AI tools using data from 300 events.  Event calendar: https://familyoffices.com/ Ways to join: https://familyoffices.com/join/Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.Want free resources or one of my books on investing, family offices, or raising capital? Just ask. Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260

 Confused about what "due diligence" is? Not sure what steps to take before you buy that laundromat? How do you make sure it's a good deal and you're protected? In this episode of The Laundromat Millionaire Show, Dave & Carla Menz reveal their 12 recommended steps to take before you close on that laundromat purchase.Referenced Links: Our Sponsors: H-M Company Drain Troughs: https://www.draintroughs.comEastern Funding: https://www.easternfunding.com/Our Website: https://www.laundromatmillionaire.comOur Online Course: https://dave-menz.mykajabi.com/sales-pageOur Youtube channel: https://youtube.com/c/LaundromatMillionaireOur Podcast: https://laundromatmillionaire.com/podcast/Our Facebook: https://www.facebook.com/laundromatmillionaire/Our Facebook Group: https://www.facebook.com/groups/laundromatmillionaireOur LinkedIn: https://www.linkedin.com/in/dave-laundromat-millionaire-menz/Our Instagram: https://www.instagram.com/laundromatmillionaire/Our laundromats: https://www.queencitylaundry.comOur pick-up and delivery laundry services: https://www.queencitylaundry.com/deliveryOur WDF & Delivery Workshop: https://laundromatmillionaire.com/pick-up-delivery-workshop/Suggested Services Page: https://www.laundromatmillionaire.com/servicesWDF & Delivery Dynamics: A Complete Business Blueprint: https://laundromatmillionaire.com/wdf-delivery-dynamics-a-business-blueprint/LaundroBoost Marketing Company: https://laundroboostmarketing.com/Clean Show Registration: https://the-clean-show.us.messefrankfurt.com/us/en.htmlLM Show on Leases: https://www.youtube.com/watch?v=npSt0Kn6uuELaundroworks: https://laundroworks.com/Timestamps00:00 Episode 100 Intro on How to do Due Diligence before You Buy03:52 What is Due Diligence?05:57 Making the Offer: Writing a Letter of Intent11:35 Step 1: Get the Support Behind Their Numbers17:28 Red Flag Expenses25:34 Step 2: Difficult to Escape a Bad Lease32:26 Step 3: Assess the Equipment & Inventory36:14 Step 4: Demographics & Value of the Location38:42 Factoring in the Float of a Card Store44:05 Step 5: Evaluating Current Operations46:33 Step 6: Analyze the Competitive Landscape48:57 Step 7: Regulatory Compliance51:08 Step 8: Watch for Lawsuits and Contract Obligations53:15 Step 9: What is the Status of their Brand?55:19 Step 10: Proper Coverage from Day 157:50 Step 11: What About the People?1:00:51 Step 12: But What Will the Future Hold??1:04:35 Final Thoughts and Call to Action 

PFAS destruction for a lower cost than PFAS removal: Transformational or Questionable? Let's find out! For more water tech insights, subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/

When a cyberattack hits your nonprofit, do you know what to do? Cybersecurity expert Michael Nouguier, Partner at Cybersecurity Services at Richey May, walks us through the essential steps every nonprofit must take—before, during, and after a cyber event. As host Julia Patrick notes, it's not a matter of if, but when, and being unprepared is no longer an option.From clarifying what cyber insurance actually covers to practicing realistic incident response exercises, Michael offers a pragmatic and step-by-step guide tailored for nonprofit leaders. He points out, “Failure to plan is planning to fail,” and urges organizations to move beyond hope and into action.The conversation dissects misconceptions, such as thinking IT alone can handle a breach or believing cyber insurance is a comprehensive solution. Instead, Michael recommends building internal resilience with tabletop exercises that include the board, C-suite, legal, and communications staff. These scenario-based run-throughs help teams build muscle memory and prevent panic when disaster strikes.Third-party vendors—often a hidden weak spot—are addressed in detail. Michael reminds us, “You are the trusted data collector,” meaning nonprofits must ensure their vendors share the same security culture, including notification clauses and accountability.What if the worst happens? Michael stresses calm, communication, and preservation of evidence. “Don't delete anything,” he cautions, as doing so can sabotage forensic investigations and potential fund recovery. He also reminds leaders to report incidents to local authorities and the FBI's IC3.gov, reinforcing the legal and ethical responsibility to act swiftly and transparently.Perhaps one of the most human insights is around fostering a blame-free culture. Employees fearing punishment won't report mistakes, making things worse. “Everyone—even me—has clicked a phishing link,” Michael admits, highlighting the importance of openness and psychological safety within teams.This is a call to action for NPO leaders to shift from avoidance to preparedness. Cyberattacks are not just technical disruptions—they can financially and operationally dismantle an organization. With the right mindset, strategy, and comms plan, your nonprofit can weather the storm!00:00:00 Welcome and Episode Overview  00:02:00 The Evolution of Richie May's Cybersecurity Services  00:04:00 What Cyber Insurance Really Covers  00:08:00 Third-Party Vendor Risks and Due Diligence  00:12:00 Real-World Impact of Cyberattacks on Nonprofits  00:15:00 Why Response Planning Beats Hoping for the Best  00:17:00 Tabletop Exercises: Practicing Incident Response  00:20:00 Who to Call When a Breach Happens  00:23:00 First Response Steps: Breathe, Engage, Preserve Evidence  00:26:00 Creating a Culture Where Mistakes Are Reported  00:29:00 Episode Recap and Takeaway #TheNonprofitShow #CyberResilience Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Voice Of GO(r)D is pleased to bring you a discussion with Dale Prax, founder of FreightValidate, a service and tool to help brokers and shippers deal with the scamming and parasitism epidemic in the North American trucking industry today.From his website -Trust FreightValidate to provide crucial insights into the reliability of carriers and brokers operating in the United States and Canada. Our platform uniquely combines advanced technology with deep industry knowledge, a thorough understanding of 49 CFR regulations, and Public Law 112-141 (MAP-21), along with years of industry experience. We use objective, impartial, and factual data in our FreightValidation process—no predictive analytics, no guesswork, no hypotheticals. Just the facts.Dale fills us in on his history in trucking and freight brokering, and what he has seen over his career, and the nuances of various laws and regulations, how they're being enforced, or not, usually, and what you can do to beat the ‘Chameleon' and ‘Ghost' carriers who are out there putting your freight, and the lives of motorists, at risk.Dale also shares with us his interactions with regulators, and some of the very simple policy suggestions that would greatly reduce the number and impact of these bad actors on the industry.You can also see Dale speaking at the FreightWaves Freight Fraud Symposiumhttps://youtu.be/8dhpPSo-EM8You can find Dale on LinkedIn - https://www.linkedin.com/in/dale-prax-%E2%9C%85-a6814518/Or email him directly - info@freightvalidate.comAs mentioned in the Intro, friend and former guest of the show Danielle Chaffin maybe danielle's thoughts has written a couple of bangers on this subject over the past few days, and you can check them out here -https://maybedanielleee.substack.com/p/hope-trans-llc-knowns-unknowns-andI'm writing a book on the fate of the North American Trucker in 2025 -https://autonomoustruckers.substack.com/p/book-project-announcement-and-a-majorIt's very close to being ready for editing, and if you want to help me get it over the finish line, you can donate here -https://www.givesendgo.com/EndOfTheRoadQuestions, comments, suggestions, corrections and Hate Mail are welcomed and strongly encouraged - gordilocks@protonmail.com

Behind the Buy: Business Acquisition Insights | The MKB Podcast Episode 61 Link to video podcast episode: https://youtu.be/YFDm_fKlNhQ 

Today I welcome Bronson Hill, investor, CEO of Bronson Equity, and host of The Mailbox Money Show, for an eye-opening conversation on the truth about passive income, escaping the rat race, and building financial freedom with real estate and alternative investments.Bronson has raised over $50 million in investor capital and is on a mission to help people “fire themselves” from their jobs by creating multiple income streams that don't require trading time for money.If you're serious about creating cash flow, building real wealth, and finally firing yourself from the 9-to-5 grind, this conversation will inspire you to stop waiting, and start investing today in a life you actually want tomorrow.Loral's Takeaways:Bronson Hill's Journey to Financial Freedom (01:11)Transition from Single Family to Multifamily Real Estate (01:49)Importance of Management and Due Diligence (05:38)Building a Network of Like-Minded Investors (07:23)Overcoming Challenges and Learning from Mistakes (14:18)The Role of Passive Income in Financial Freedom (15:23)The Impact of Economic Policies on Investments (23:24)Connect With Bronson Hill:InstagramLinkedInYoutubeFREE GIFT - "How to Use Inflation to Your Advantage" - text the word "Inflation" to 33777 - to receive your copy today!Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules:

Discover the inspiring journey of Noble Crawford and learn innovative strategies in real estate like lease arbitrage and midterm rentals. A story of grit, sacrifice, and triumph awaits!See full article: https://www.unitedstatesrealestateinvestor.com/from-grit-to-glory-unveiling-the-power-of-resilience-real-estate-with-noble-crawford/(00:03) - Introduction to The REI Agent Podcast(00:15) - The Hustle Phase: A Nostalgic Look Back(02:40) - Building Teamwork: Overcoming Debt and Budget Challenges(04:25) - Erica's Journey: Balancing Career, Children, and Private Practice(07:05) - Mattias's Real Estate Evolution and Lessons from Early Sacrifices(10:50) - Meet Noble Crawford: A Unique Real Estate Journey(12:30) - Introduction to Short-Term Rentals and Lease Arbitrage(14:45) - Overcoming Challenges in Arbitrage: Framing Conversations for Success(17:20) - Midterm Rentals: Shifting Trends in Real Estate Investment(20:10) - Key Strategies for Direct Bookings and Building Recurring Revenue(23:00) - Due Diligence in Midterm Rentals: Risks and Rewards(25:30) - Noble's Turning Point: A Personal Story That Changed Everything(29:00) - Inspiration and Advice for Aspiring Real Estate InvestorsContact Noble Crawfordnoblecrawford.comFacebookInstagramYouTubeLinkedInX--Visit reiagent.com for more holistically successful content!

In this conversation, Stephen Schmidt interviews Carter Olles, co-founder of Nautilus, a private equity firm focused on acquiring multifamily properties in the Midwest. Carter shares his journey into real estate, the unique opportunities he sees in the Midwest market, and the strategies Nautilus employs to ensure high-quality investments. The discussion covers the importance of thorough due diligence, understanding market dynamics, and the long-term vision for Nautilus, emphasizing the need to prioritize investor interests and manage risks effectively. 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   —--------------------

Welcome to Credit Union Conversations. Host and CEO of MBFS, Mark Ritter, dives into the world of business lending with Chief Administrative Officer Ellen Thorn. In this episode, they reflect on MBFS's impressive growth from $750 million to nearly $3 billion in assets and explore Ellen's professional journey to her pivotal role at MBFS. You'll gain insights into building strong third-party relationships through effective communication, respect, and trust, as well as strategies for successful portfolio management. Additionally, Ellen shares her perspective on navigating regulatory challenges, including risk management and cybersecurity, offering a glimpse into the future of the credit union industry.IN THIS EPISODE:(00:00) Intro: Meet Ellen Thorn(01:35) Ellen's career journey and her current role at MBFS(03:22) MBFS has grown from $750 million to nearly $3 billion in assets(06:49) The importance of communication, respect, and shared goals for successful partnerships(09:19) Communication breakdown and loss of trust are common issues in third-party relationships(15:51) Ellen highlights the importance of relying on MBFS and constant communication for smooth portfolio management(23:27) Ellen outlines regulatory focus on risk management, compliance, and cybersecurity and gives her thoughts on the futureKEY TAKEAWAYS: MBFS has grown significantly from $750 million to nearly $3 billion in assets under management, with staff increasing from 16 to over 50, reflecting substantial organizational and geographic expansion.Successful third-party relationships rely on communication, mutual respect, and shared goals, with proactive engagement and trust being critical to smooth operations.Effective portfolio management requires constant communication and customization. Credit unions that actively engage with MBFS experience smoother operations compared to those that don't.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInEllen Thorn - LinkedInBIOGRAPHY:Ellen Thorn is a finance and accounting professional with over 10 years of achievement within the commercial real estate finance and funds management industries. Extensive experience working in middle and back office operations, including risk management, legal, treasury, budgeting, trade support, investor services, IT, finance, and accounting. Excellent communicator with emphasis on building strong client relationships. Recognized as a resourceful colleague who engineers change and is committed to achieving corporate objectives.KEYWORDS: Credit Union, MBFS, Business Lending, Chief Administrative Officer, Communication, Commercial Real Estate, Asset Under Management, Growth, PPP Era, Communication, Trust, Third-Party Relationships, Portfolio Management, Due Diligence, Regulatory Environment, Risk Management, Cybersecurity, Loan Servicing, Client Reporting

Michael is a seasoned real estate syndicator, broker, and attorney, and the founder of Next Play Investments LLC, a firm focused on acquiring undervalued properties and turning them into high performing, cash flowing assets. With a portfolio spanning apartment complexes, self storage, and mixed use properties, Michael and his expert team, which includes a CPA, LinkedIn coordinator, and portfolio manager, currently manage approximately $15 million in assets and 1,250 doors nationwide. Here's some of the topics we covered: Where Smart Investors Are Putting Their Money How Michael Closed a Deal Fast Thanks to Strategic Debt Moves The Real Story Behind the Debt Terms and Interest Rates  The Due Diligence Moves Michael Makes Before Every Investment Why You Should Always Bring Experts to Your Property Tours How to Know if the Demographics Make or Break Your Deal The Hidden Key to Tenant Retention Is Property Safety How Spotcrime Can Help You Avoid Dangerous Neighborhoods Building Powerful Local Bank Relationships Around Each Property What No One Tells You About the Pros and Cons of Agency Debt   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Dave Lam is a seasoned investor, veteran, and strategic operator focused on unlocking value in microcap and lower-middle market companies. A former U.S. Air Force contracting officer, he offers deep expertise on execution, strategy, and operational excellence. As a Principal at Phalanx Partners, he helps lead independent sponsorship and advisory efforts for growing companies across multiple sectors. He is also a Managing Principal at Oakwood Legacy Partners, a private holding company investing in alternative assets including real estate, cryptocurrency, and private debt. With a decade of experience managing complex vendor portfolios and leading operational strategy, Dave's expertise spans procurement, underwriting, and portfolio management. His background includes work with the U.S. Air Force and Coast Guard, where he oversaw projects in medical services, construction, communications, and defense manufacturing. Dave holds an MS in Finance from Boston College and an MBA from the University of Chicago Booth School of Business. Whether advising founders or evaluating new investments, he brings a rigorous, data-driven approach to growth, risk management, and long-term value creation. In this episode of the SABM podcast, Scott chats with Dave about: From Military to Main Street: How Dave's background as an Air Force contracting officer led him to pursue small business acquisitions. The PHX Playbook: A value-driven model where founders sell majority ownership but stay on to scale with strategic support. Smart Acquisition Strategy: Why clean financials, low owner dependency, and operational upside are essential for a successful deal. Opportunity in the Lower Market: Dave targets $1–3M EBITDA businesses where hands-on improvements can drive major returns. The Power of Relationships: Trusted veteran and referral networks are key to finding deals and aligning the right people for growth. Timestamps: 00:41 Dave's Background and Introduction 01:48 The Importance of Due Diligence 03:00 Introduction to Phalanx Partners 06:02 Opportunities in Business Acquisitions 14:19 Pitfalls in Business Acquisitions 18:27 Secrets to Finding Deal Flow 20:22 Building Your Professional Network 21:15 Strategic Referral Partners 23:20 Investment and Value Addition 27:28 Optimizing Small Businesses 33:15 Future Goals and Aspirations 38:00 Acquisitions and Exit Circle 39:50 Connecting and Contact Information Connect with Dave: LinkedIn Email: dave.lam@phalanxpart.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Dave for joining me this week. Until next time! -Scott Mackes, USNA '01  

We are seeing due diligence from The Kansas City Chiefs, Royals staff need to be held accountable, and a word of advice for Ace Bailey full 2791 Fri, 27 Jun 2025 22:58:31 +0000 osl3SPvMNuUFxBLvhfRMQEvZ8UQEturV kc chiefs,kc royals,sports The Drive kc chiefs,kc royals,sports We are seeing due diligence from The Kansas City Chiefs, Royals staff need to be held accountable, and a word of advice for Ace Bailey The Drive comes your way weekdays from 2pm-6pm on 610 Sports Radio.  Carrington Harrison & 'The Sports Machine' Sean Levine will make you laugh,  listen & learn in the afternoon or on your drive home from work.  They're passionate, dynamic and care about giving the listeners  the quality and entertainment they demand. Tune in!   2024 © 2021 Audacy, Inc. Sports

In this conversation, John Harcar interviews Andora Marshall about her journey in real estate, focusing on her passion for midterm rentals. Andora shares her experiences, lessons learned, and the importance of networking and education in the real estate industry. She discusses the transition from short-term to midterm rentals, emphasizing the need for market research and understanding the target audience. The conversation concludes with valuable advice for aspiring real estate investors, highlighting the significance of due diligence, building a reliable team, and staying informed about local laws and regulations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, John Harcar and Dyami Myers -Taylor discuss the intricacies of real estate investing, focusing on the importance of due diligence and understanding the market. Dyami shares his personal journey from losing a significant investment to successfully transitioning into apartment investments. The discussion highlights the pros and cons of fix and flips versus apartments, emphasizing the need for thorough research and knowledge in making informed investment decisions. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

As Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.” But for online business owners, taxes aren't always so certain, especially when it comes to sales tax. In this episode, we're joined by Jessica Rhoads. Jessica is an internationally experienced CPA and self-confessed “dumpster fire accountant” who specializes in helping business owners untangle messy tax situations. We cover the key types of taxes every entrepreneur should understand, and zoom in on the one that's most commonly misunderstood, and most likely to derail a future exit: sales tax. Jessica breaks down how sales tax applies to non-tangible goods like SaaS products and apps, what triggers a sales tax nexus, and why ignoring it can lead to massive headaches during due diligence. She also shares insight on the best and worst states to set up your business from a tax standpoint, when to file a Voluntary Disclosure Agreement (VDA), and how to stay compliant if you're selling across borders. If you're building a business with the goal of selling one day, this episode is a must-listen. It could save you from tax troubles that scare off buyers, or cost you more than you bargained for. Topics Discussed in this episode: The different types of taxes businesses should be aware of (03:45) Why sales tax is so important when selling your business (06:49) How sales tax is applied to software and apps (11:43) An overview of sales tax nexus (17:30) The different tax softwares that can help you figure out your taxes (19:50) The best and worst states to set up your business in (23:07) How to stay compliant if you have sales tax nexus (28:16) How tax works if you're selling in foreign countries (30:37) When to file a VDA (33:56) A major misconception founders have about sales tax that hurts them later (39:39) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Jessicanomics.com Sit back, grab a coffee, and learn how to get your business taxes in order - before it's too late.