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Make your startup investor-ready with fractional CFO Armine Alajian in this episode of Zero to CEO. Discover the financial foundations every startup needs to attract funding, pass due diligence, and scale with confidence. Armine shares how clean books, KPI tracking, and smart forecasting can help founders avoid costly mistakes and secure better deals from investors.
Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pat defends his opinion that stretching at the gym is lame. Evan makes the point that Matt LaFleur might be the worst coach in his own division. Is the Texans defense ferocious enough to overcome CJ Stroud's struggles? We get another update on John Harbaugh's negotiations and wonder if any narratives will be changed this weekend. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Mike Johnson, Beau Morgan, and Ali Mac react to a report from NFL insider Tom Pelissero that John Harbaugh and the New York Giants are still working through some details in his five-year $100 million-dollar contract, and that a deal could get done in the coming hours, but Harbaugh is still doing his due diligence.
HR1 - Matt Ryan, Falcons must balance doing due diligence & not watering down vision In hour one Mike Johnson, Beau Morgan, and Ali Mac quickly touch on some of the biggest headlines around the local and national sports scene, react to the Atlanta Falcons announcing that they have completed interviews with Green Bay Packers Defensive Coordinator Jeff Hafley and Chargers Defensive Coordinator Jesse Minter for the organization's head coach position, explain why they think the Falcons interviewing a lot of head coach candidates may water down their vision, let you hear Senior NFL Insider for ESPN Adam Schefter give the latest update on Matt LaFleur's contract situation with the Green Bay Packers on The Pat McAfee Show, react to what Schefter had to say, explain why thinking LaFleur will become available is wishful thinking, talk about how the Falcons should still definitely go after LaFleur if he becomes available though, and talk about how the Falcons probably won't be able to outbid any other team that are interested in getting LaFleur. Mike, Beau, and Ali also preview Monday night's National Championship game between Miami and Indiana, explain why they think Miami winning the National Championship is better for the college football brand, but Indiana is the team that deserves to win, react to the latest and biggest college football headlines, and then close out hour one by diving into the life of Ali Mac in Ali's Mac Drop!
In this week's episode of "Maximize Business Value," Nicole Rose Yen guest stars for a conversation with our host, Amy Morin! Listen in as they discuss the importance of strategic due diligence. You can follow Nicole on LinkedIn or reach her on her website: nicoleroseyen.com Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #NicoleRoseYen #Aerial #DueDiligenceGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Nicole Rose YenNicole Rose Yen is the CEO & Founder of NRY Advising, a bootstrapped firm delivering accounting clarity and strategic insight to scaling businesses. She's captained NRY to year-over-year growth of 30–50%, offering both fractional advisory services and hybrid FTE roles that blend compliance precision with executive-level strategy. Known for her grit, creativity, and vision, Nicole is building toward a $15M roll-up that integrates finance, HR, and operations into a plug-and-play back office platform for ambitious businesses.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
In corporate development and finance, the excitement of an acquisition often masks the underlying risks. Financial Due Diligence (FDD) is the structured investigation into a company's total financial health. It is the crucial "forensic" step that moves a deal from celebration to investigation, determining whether a transaction is a winning strategy or a multi-billion dollar mistake.The 5 Pillars of Financial Due DiligenceTo assess risk and validate value, finance teams focus on five critical areas in the financial data room:1. Quality of Earnings (QoE)This is the bedrock of FDD. It separates "accounting profits" from repeatable, sustainable core performance. Teams look for Normalization Adjustments, stripping away one-time legal settlements or non-market salaries to find the true Adjusted EBITDA.2. Revenue and Customer AnalysisHigh revenue numbers can be deceiving. Analysts dig into:Customer Concentration Risk: If one customer accounts for 40% of revenue, the valuation must be discounted due to instability.Churn Rates: Understanding why customers leave and how long they stay.Revenue Quality: Differentiating between recurring contracts and one-time projects.3. Working Capital and Cash Flow HealthThis pillar determines if paper profits convert to usable cash. Red flags include:Accounts Receivable Aging: Customers paying slower and slower, masking potential bad debt.Inventory Turnover: Massive buildups that suck cash out of the business without guaranteed future sales.4. Debt and Off-Balance Sheet ItemsLurking "landmines" can blow up deal economics. Analysts search for:Pending litigation or unknown tax exposures.Underfunded pension liabilities.Environmental cleanup costs.5. Forecast AssessmentEvery target company presents a "conservative" growth story. FDD stress-tests these assumptions by modeling the unit economics (e.g., Customer Acquisition Cost vs. Lifetime Value) and building conservative "downside" scenarios.The Role of FP&A: The Bridge to IntegrationIf you are in FP&A, your role is pivotal. You are the bridge between historical numbers and the forward-looking plan. Your team must:Tear apart growth claims: If a company claims 20% growth, what is the required hiring plan and CapEx?Scrutinize Synergies: Cost synergies (office closures) are reliable; revenue synergies (cross-selling) are highly speculative and should be heavily discounted in models.Final Strategic ThoughtFDD is not a box-checking exercise; it is the firewall that protects shareholder value. Master it by prioritizing the Quality of Earnings and never letting deal enthusiasm override forensic investigation.
Mike Johnson, Ali Mac, and Beau Morgan let listeners call in and talk about what they thought about Matt Ryan's first press conference as the Atlanta Falcons President of Football, and give their take on who they think Matt should hire to be the next Falcons Head Coach and General Manager in the Wake Up Call! Mike, Beau, and Ali also explain why they think the Falcons will do their due diligence on Mike Tomlin, but it's unlikely that he'll be the Falcons next head coach.
-AI and Financial Markets (0:11) -AI Compliance and Claude Code Incident (2:56) -Trump's Claims and International Law (9:20) -Trump's Aggressive Foreign Policy (22:04) -Trump's Threats to the Federal Reserve (34:14) -Trump's Tariffs and Economic Impact (41:35) -Trump's Impact on Global Relations (45:22) -Trump's Vision for America (47:53) -Trump's Economic and Political Strategy (1:08:55) -Trump's Impact on American Society (1:09:50) -Economic Challenges and Job Market Changes (1:10:06) -Impact of AI on Various Industries (1:27:56) -Adapting to AI and Future Job Prospects (1:30:39) -Robotics and Automation in Society (1:43:31) -The Role of Creativity and Human Skills (1:53:01) -Financial Advice and Debt Management (2:02:27) -The Power of Asking and Building Relationships (2:21:35) -Resilience and Adaptability in a Changing World (2:22:04) -Final Thoughts and Encouragement (2:22:54) -Reinventing Ourselves and the Power of AI (2:24:48) -The Power of Ask and Supernatural Help (2:34:37) -The Year of the Mirror and Technological Discernment (2:36:47) -Due Diligence and Trustworthy Information (2:45:41) -The Story of Todd and Yana's Love (2:51:50) -Future Plans and Technological Innovations (3:02:30) -Closing Remarks and Final Thoughts (3:03:29) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
1.13.26 Hour 1 1:00- Longtime Steelers head coach Mike Tomlin has stepped down and will no longer be the head coach for the Steelers. 20:45- With a lot of sexy head coaching names on the market, should Washington do its due diligence?
With a lot of sexy head coaching names on the market, should Washington do its due diligence?
In this episode of AML Conversations, Elliot Berman is joined by Christopher Sindik, Senior Director of Third‑Party Risk and Due Diligence at Blue Umbrella, for a deep dive into the Foreign Corrupt Practices Act (FCPA) and the recent deferred prosecution agreement involving Tigo Guatemala, Millicom, and the U.S. Department of Justice. Elliot and Christopher break down how the misconduct unfolded, why the joint‑venture structure created an environment ripe for corruption, and what lessons compliance professionals can draw from the case. The conversation explores practical strategies for strengthening third-party risk management, including intrinsic and acquired risk factors, enhanced controls for high‑corruption jurisdictions, and the critical role of data analytics and AI in detecting anomalies. They also discuss the importance of tone from the top, resource allocation for compliance programs, whistleblower protection, and how companies can ensure that legitimate services are properly documented and auditable. The episode highlights how proactive self-disclosure and robust compliance frameworks can significantly impact outcomes in enforcement actions.
Ed and Clay discuss the explosion of IDP entrants in the AI document processing and data analysis marketplace, cover questions and considerations when assessing the viability of an IDP solution, vetting demos, and review a helpful tool for performing IDP due diligence.
Today's episode is all about real estate, straight from the questions you asked during our recent live webinar. We dig into Real Estate Professional Status, short term rental rules, and how the tax benefits actually work across direct properties, syndications, and private funds. We also tackle REITs, including whether target date funds are enough, other Vanguard options beyond VNQ, and where REITs belong in your portfolio from a tax perspective. We also discuss if you really need real estate at all, and how do syndications, funds, and real estate debt compare in the real world. Questions from the Real Estate Webinar: -What does due diligence actually mean? -For the short term rental REP loophole can you still spend more than 100 hours doing a different job, any qualify? -Please go in more detail about short term and opportunity tax loopholes. Any specific resources? -Can the tax benefits of REPs apply to your whole portfolio? ie. direct real estate and private investments? -If you become a real estate professional, for rentals, do you still have to be picked up by a brokerage or can you be the brokerage? -Can you benefit from bonus depreciation to offset your w-2 income in syndications and private real estate funds and does this require REPS? -Are there other REITs with vanguard other than VNQ that may not only include large commercial properties? -If you are going to invest in REITs, where is the best place to purchase those funds? 401? Taxable account? Roth? HSA? -Am I leaving money on the table if I don't invest in real estate in some way? -What are pros & cons of investing in RE Syndication vs Fund vs RE Debt Locumstory.com is a free, unbiased educational resource about locum tenens – it's not a staffing agency. They help answer your questions about the how-to's of locum tenens work on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Locumstory.com is where you should go to find out if locums makes sense for you and your career goals. Locumstory is unique because it's more of a peer-to-peer platform, with real physicians sharing their experiences and stories – both the good and bad – about working locum tenens – hence the name, "Locum-story." See for yourself on their self-service platform with no obligation. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com TikTok: https://www.tiktok.com/@thewhitecoatinvestor Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 00:00 WCI Podcast #453 09:27 Due Diligence in Real Estate 14:12 Goodman Capital Interview 24:35 REPS - Real Estate Professional Status 34:26 REITs - Real Estate Investment Trusts 42:06 Should I Invest in Real Estate? 47:22 Real Estate Syndication vs. Equity Fund vs. Debt Fund
In this live session from a recent SDAC Knowledge & Network Event hosted at Mintz Law's office, investor Neal Bloom and corporate attorney Sebastian Lucier pull back the curtain on what due diligence really means for early-stage startup investing.Whether you're a founder preparing to fundraise or an aspiring angel investor doing your first deal, this session is packed with sharp insights and war stories - from spotting red flags on cap tables to identifying green flags that signal breakout potential.Moderated by Cathy Pucher, this conversation offers a rare dual lens: from the investor side and the legal side.Key Topics Covered:* Why due diligence is different for early-stage companies* How to structure founder equity and employment terms the right way* Why investor scorecards work best as conversation tools, not decision tools* When to walk away - even after doing the work* How investors stay involved after the check clearsConnect on LinkedIn:* Sebastian Lucier – Mintz* Cathy Pucher – SDSU ZIP Launchpad* Neal Bloom – Rising Tide Partners This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
Send us a textIn this empowering episode of Living the Dream with Curveball, we sit down with Matt Raad, a digital investor and educator who specializes in helping individuals break free from the 9 to 5 grind. Matt shares his inspiring journey from struggling with traditional business models to discovering the lucrative world of online investments and digital assets. He explains how he and his wife transitioned from owning bricks and mortar businesses to thriving in the digital space, highlighting the freedom and leverage that comes with online entrepreneurship. Listeners will learn about the essential skills needed to succeed, the mindset shifts required to transition from employee to entrepreneur, and the common pitfalls beginners face when starting an online business. Matt also shares success stories from his students, including Ashleen, who transformed her life by building and managing online businesses. This episode is packed with actionable insights and strategies for anyone looking to create financial freedom through digital investing. Don't miss out on this opportunity to gain valuable knowledge that could change your life! Discover more about Matt and his work at www.ebusinessinstitute.com.auSupport the show
Send us a textWhat separates the enduring capital raisers from the ones who fade?In this candid exchange, the panelists share their most painful lessons, from misaligned partners and unrealistic timelines to communication breakdowns.An honest roadmap for founders learning how to build sustainable trust under pressure.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#Entrepreneurship #InvestorLessons #CapitalRaising #Leadership #FamilyOfficeClubhttps://familyoffices.com/
This is an Impact Pricing Blog published on October 27, 2025, turned into an audio podcast so you can listen on the go. Read Full Article Here: https://impactpricing.com/blog/what-pe-firms-miss-in-pricing-due-diligence/ If you have any feedback, definitely send it. You can reach us at mark@impactpricing.com. Now, go make an impact. Connect with Mark Stiving: Email: mark@impactpricing.com LinkedIn: https://www.linkedin.com/in/stiving/
Join the brand new season of Elite Finance Podcast with Kaushik, with Greg Giordano, from Veritas Capital, one of the leading technology & services Private Equity firms in the world! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world245 | Greg's Intro350 | Greg's Experience with Onefinnet500 | What does Veritas Actually Do700 | What does it Look Like to Work in Private Equity900 | Different Kinds of Private Equity Firms1100 | What Goes in Minds of Private Equity Investors1300 | Best Practices of Due Diligence for Private Equity Firms1500 | How to Overcome Large Risks in Private Equity1710 | Strategies Employed in Private Equity2000 | How does a Private Equity Deal Look Like2240 | Private Equity : How does Value Addition Work2510 | Private Equity : Kinds of Exit Strategies2845 | Promising Market Sectors for Next 5 Years3100 | Competition : How to Standout from other Private Equity Firms3350 | Deal Sourcing : How does a Deal Lands with a Firm3600 | Importance of Teams : How is a Team Formed3850 | How to Build a Skillset for Private Equity Operator4110 | Role & Impact of Technology in Private Equity4345 | Future of AI and Human Capital in Finance Industry4630 | Balancing Short-Term & Long-Term Investments 4935 | How to Standout as Candidate for Private Equity5225 | Early Careers : How to Standout as an Analyst5530 | Potential Candidate : Important Factors to Standout5850 | How does Operational Sides of Private Equity Look Like10130 | Challenges You Face in Private Equity10355 | How does MBA help in Career10700 | One Piece of Advice10845 | Ending Note
Welcome back to The SaaS CFO Podcast! In this special end-of-year episode, host Ben Murray is joined for the third time by Jim Williams, Managing Director at GLC Advisors, for an in-depth update on the state of the software M&A and capital markets. Ben Murray and Jim Williams dive into what's really happening in SaaS dealmaking, cutting through the social media noise to explore trends in deal volume, valuations, and what truly makes a quality asset in today's market. They discuss why 2025 felt “steady but not spectacular,” how founders can position their businesses for attractive outcomes, and the continued importance of the fundamentals—think retention, growth, and profitability. Jim Williams shares what buyers are looking for, why clean financials and clear revenue models are deal breakers, and what to expect if you're planning to sell in the near future. Plus, they touch on timely topics like the shifting impact of AI, earnouts, deal structures, and preparing for due diligence. Whether you're a SaaS founder, CFO, or simply want a no-nonsense perspective on the M&A environment, this episode is packed with actionable insights and predictions for 2026—straight from the front lines of the software dealmaking world. Let's jump in! Show Notes: 00:00 "2025: Steady Market Trends" 03:33 "Deferred Deals and Future Growth" 08:38 "Evaluating Business Revenue Models" 10:55 Evaluating Recurring Revenue Quality 15:55 "Contextualizing Seasonal Business Metrics" 19:10 Renewal Rate and Visibility Challenges 20:50 "Clarity in Business Value Proposition" 23:17 "Misaligned Business Metrics Unveiled" 28:33 "Platform vs. Add-On Trends" 32:46 "Fair Earnouts and Deal Terms" 35:55 Equity Rollover and Founder Involvement 39:19 "Deal Delays and Due Diligence" 41:53 "Preparing Financials for SaaS Market" 45:45 Strategic vs. Sponsor Buyer Perspectives 50:25 "Achieving Product-Market Fit Fundamentals" 51:41 "Early-Stage Funding Uncertainty" 55:25 "Open, Accessible, and Supportive" Links: Jim Williams LinkedIn: https://www.linkedin.com/in/james-williams-5754953/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
Friday Dec 19, 2025 UnPacking Live on WURD 96.1 FM/900 AM wurdradio.com/shows/unpacking-with-eric-cole/ 07:44 Philadelphia Housing Authority brings affordable housing to center city and pushback from community. TRIGGER WARNING 16:12 2 Year Old Key'Monnie Bean unalived in South Philadelphia; Boyfriend arrested, but mother was not even though present during the incident. 20:23 Lola from Jenkintown calls in 25:58 Icebreaker with Marquise 27:24 UnPacking Keepin' it a Bean Podcast, Leroy's Blend and Due Diligence with Marquise 28:11 Roz from North Philly calls in
In this holiday edition and season finale of Between Bombs Ep. 320 Callbacks, Dan and Larry go back to their conversation with Cori Stewart to break down the unspoken rules of hosting and producing comedy. We talk about why stealing jokes, even as an intro, is a fast way to lose trust, how bringing comics up in weird ways derails a show, and why due diligence matters more than last-minute winging it. The big reminder of the episode: you're not the star, you're the manager, and strong callbacks only work when you respect the room and the comics in it.Our SponsorsVisit any of the following sponsors and use promo code "AOBPOD" at checkout to receive:20% off an item at Liqure Gummies: https://liqure.com/15% off an item at Old Glory: https://oldglory.com/20% off an item at Aspire Drinks: https://aspiredrinks.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/the-art-of-bombing-a-comedy-podcast--5788059/support.Art of Bombing:"Nobody Had a Podcast Called The Art of Bombing" Theme by John Hult https://johnhult.bandcamp.com/album/half-a-life-to-recoverWebsite: http://artofbombingpod.comLinks: https://linktr.ee/artofbombingpodBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-art-of-bombing-a-guide-to-stand-up-comedy--5788059/support.Hosts:Dan Bublitz Jr: http://www.danbublitz.com/ Larry Smith: https://larrysmithcomedy.com/
By Adam Turteltaub Michael Savicki, Senior Vice President and Chief Risk & Compliance Officer at American Express Global Business Travel (Amex GBT), best known as Amex GBT, knows the challenges and opportunities in merger's and acquisitions. The company recently completed the acquisition of CWT, a global business travel and meetings solutions provider. In this podcast he shares their playbook for effective due diligence, born out of their experience and the heightened regulatory requirements that they face. Among the insight he provides: Integrate your efforts with the business unit's and work cross-functionally Partner with finance and the commercial team Have a solution-oriented “yes and” mindset Be sure the due diligence process focuses on all the risks: legal, regulatory, operational and reputational Perhaps most importantly: think beyond the transaction. Look to what the acquired entity will need post-acquisition. Embrace the technology that will help get you where you want to be, including AI, which can help spot emerging risks sooner, while freeing your team up to do more strategic work.
Data centers sit at the crossroads of real estate, energy, and technology—and they're exploding in demand thanks to AI and our always-online lives. In this episode of The Alternative Investing Advantage, host Alex Perny talks with Mike Embry of Embry Companies about how investors and developers can capitalize on the data center boom in the Southeast.Mike explains how power, fiber, water, sewer, and politics all shape where data centers get built, what it costs to entitle land, and why a single site can generate 3x the profit of a residential project. They also dive into gray-water cooling, natural gas turbines, redundancy, zoning battles, and why having a “Plan B” (industrial, multifamily, or commercial) is critical on every deal.00:00 Introduction to Data Centers and Real Estate02:15 Mike Embry's Background in Real Estate03:37 The Evolution and Growth of Data Centers05:41 Key Components for Data Center Development07:22 Due Diligence in Land Acquisition11:39 Engaging with Power Companies14:12 Financial Considerations in Data Center Projects16:52 Exit Strategies and Flexibility in Real Estate21:23 Development and Engagement with End Users24:16 Standardization in Data Center Design26:25 The Importance of Fiber Infrastructure35:11 Navigating Political Hurdles in Data Center Development40:30 The Economic Benefits of Data Centers48:53 Connecting with Experts in Data Center DevelopmentSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.Learn more about our guest, Mike Embry:https://www.linkedin.com/in/mike-embry-2b009521/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.#DataCenters #RealEstateInvesting #DigitalInfrastructure #AlternativeInvesting #LandDevelopment #AIInfrastructure #CommercialRealEstate #PowerAndFiber #AdvantaIRA #MikeEmbry
Thoughts on Utah's private equity Sports Roulette
¿Qué revisa realmente un inversionista antes de poner plata?
Key Takeaways: Rock Dividends: These provide a special way to earn income with fewer taxes, similar to how cash value life insurance pays dividends. Check Stability First: Before investing, it's important to make sure the company is financially strong and dependable. Know the Tax Rules: It's important to understand how these dividends affect your taxes, including how they change your cost basis and how they might lead to capital gains in the future. Smart Reallocation: Moving money from real estate into high-yield, tax-efficient stocks can be a smart choice when market conditions change. Plan with Experts: The discussion highlights how important it is to work with financial advisors and CPAs so you can make informed decisions and avoid expensive mistakes. Chapters: Timestamp Summary 0:01 Exploring Tax Efficient Income Through Rock Dividends 1:46 Exploring Tax-Free Dividends Through Life Insurance and Preferred Stock 3:59 Exploring Wealth Building Through Bitcoin Treasury Companies 7:09 Understanding Tax Implications and Due Diligence in Investments 10:03 Real Estate Repricing and Investment Strategies for Wealth Growth Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
In this week's episode of "Maximize Business Value," Dave Casey continues his insightful conversation with M&A expert John Gorbutt in Part Two of our deep dive into the acquisition process. Building on his vast experience from over 75 mergers and acquisitions, John goes beyond identifying risks to focus on securing and preserving value through the rigorous Due Diligence stage. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #JohnGorbutt #MergersAndAcquisitions #DueDiligenceGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about John GorbuttJohn Gorbutt brings over 45 years of hands-on experience in accounting, operations, and financial leadership, with a track record of executing over 75 mergers and acquisitions. He has developed best practice manuals, due diligence playbooks, and leadership training materials. John's expertise extends to analyzing and designing operational/accounting process flows to identify risks and establish repeatable processes. He has also served as interim CFO/Controller for various companies during transition and acquisition periods. With transferable skills applicable to any industry, John possesses comprehensive knowledge across all functional areas of business management.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
Revolutionizing Recruitment with SuperHired featuring Josh Hill In this conversation, Josh Hill discusses the innovative approach of SuperHired in transforming the recruitment process. He emphasizes the flaws of traditional hiring methods, the importance of understanding both candidate and company contexts, and the role of AI in recruitment. Josh advocates for a more human-centered approach to hiring, focusing on the 'job to be done' framework and the need for candidates to advocate for their own needs. He also provides insights on navigating the current job market and offers advice for both candidates and hiring managers. Takeaways - Recruitment should be viewed as a matchmaking process. - Traditional resumes are outdated and do not represent candidates accurately. - Work today is dynamic and requires a different approach to hiring. - AI in recruitment often complicates rather than simplifies the process. - Understanding the context of both candidates and companies is crucial. - Companies need to be transparent about their culture and values. - Candidates should advocate for their needs during the hiring process. - Creativity in presenting oneself can help candidates stand out. - The current recruitment system often leads to a lose-lose situation for both candidates and companies. - I nvesting in the right hiring practices can lead to long-term success for companies. Chapters 00:00 Introduction to SuperHired and Its Mission 05:52 The Flaws of Traditional Recruitment 08:38 The Role of AI in Recruitment 11:09 Understanding Candidate Context 13:51 The ATS Dilemma 16:16 Innovative Approaches to Hiring 19:08 Self-Discovery in Job Seeking 21:45 The Exchange of Value in Hiring 24:13 The Future of Recruitment 27:32 The Cost of Recruitment Mistakes 29:29 Transformational Hiring for Small Businesses 31:38 The Human Element in Business Success 33:54 Due Diligence in Recruitment 37:07 Advice for Job Seekers in a Tough Market 41:28 The Dark Side of Recruiting 44:36 Engaging with Hiring Managers Contacting Josh LinkedIn: https://www.linkedin.com/in/josh-hill-24b760a6/ SuperHired on LinkedIn: https://www.linkedin.com/company/108121043/ Web: https://www.superhired.ai/ Dave's Links Contacting Dave: https://linktr.ee/mrsungo Upcoming Classes on Katanu https://www.eventbrite.com/cc/dave-prior-classes-4758623 All Upcoming Katanu Classes https://katanu.com/ The Agile Network https://theagilenetwork.com/discover Use Expert Discount Code: DRUNKENPMCMC33 to get 33% OFF all memberships
This is Part 1 of our deep dive with Jay Kathol and Ashley Wells, and it's a masterclass in what really happens behind the scenes of bigger real estate deals. Jay and Ashley walk through the highs and gut-punch lows of taking on a 40-unit multifamily, why their due diligence grade was a hard “C-minus,” and what they'd do differently before ever touching another boiler building again.They talk legacy properties, inheriting a deal from family, and why sometimes singles and doubles beat swinging for home runs. You'll hear how they started navigating bad tenants, contractor issues, surprise capital expenses, and a property with a rough reputation—plus how creative financing and buying the LLC instead of just the asset set the stage for what comes next in Part 2.If you're thinking about scaling into bigger multifamily or commercial, start with this episode so you don't learn these early lessons the hard (and expensive) way.
This episode is your essential guide to surviving financial due diligence, the number one hurdle in selling your business. Learn how to prepare your company's books before you go to market, ensuring buyers see a clean, consistent EBITDA that justifies your asking price. Stop leaving millions on the table and discover the expert moves that speed up the process and guarantee a successful M&A exit. View the complete show notes for this episode. Want To Learn More? Most Common Deal Killers When Selling Your Business Preparing Financial Statements When Selling a Business M&A Due Diligence Preparation Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.
Rebecca Heun is Managing Director of Aksia LLC where she is a senior leader in their Operational Due Diligence function. She has spent 18 years at Aksia and prior to that held a series of other financial roles. We met during a recent trip to Omaha, and what followed was a fascinating fresh look at the process of operational due diligence as well as a deep dive into financial sector start up life.Our conversation starts with Rebecca's aspirations to be on Broadway, and how some practical realities led to a detour into initially fraud investigations and other back office financial roles. A move to NYC followed and some assertive moves that led to Rebecca ultimately interviewing to be one of the early employees at Aksia, then a bare start up. She helped build the operational due diligence function there and later led Aksia's expansion into London. We dig in to the craft of operational due diligence and the importance of psychology, studying human behavior, the desire to present everything in a glowing and positive light and the importance of both reading between the lines and digging in to motivations and the reasons for certain disclosures. This gets to the essence of fraud, and we learn about the fraud triangle and the circumstances that often have to be in place for fraud to take place.Moving then to the recent phase of her career, we hear about pivots, dialing up and dialing down intensity when necessary, as well as other entrepreneurial urges that she has occasionally listened to. Her latest passion is a focus on health, and the importance of modulating stress so as to focus on the body's balance and resilience.This is a fascinating discussion about a less well understood aspect of the due diligence process.Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.
Send us a textWhat makes investors commit and what makes them hesitate?This segment reveals the smartest due-diligence questions allocators use before investing and what capital raisers can do to prepare.Learn to verify track records, confirm alignment, and demand real “skin in the game.”This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#DueDiligence #InvestorRelations #PrivateEquity #CapitalRaising #FamilyOfficeClubhttps://familyoffices.com/
After a run of White Whales, Old Money, and lots of fresh hops, Alex and Stephen return to the NA space to Power Rank an XL line-up of beers (and a soda) that have popped up in the Beer News in recent months. Sapporo, Paulaner, Years Beer, Rhinegeist Brewery, and Athletic Brewing Company are all represented for this due diligence episode. In the Beer News, A Class of '88 pillar topples as Rogue Brewing abruptly shutters their operations, The Siebel Institute of Technology and World Brewing Academy move to Canada in response to visa operations in the US, and Cigar City ditches aluminum and glass as they sell Jai Alai in a plastic five gallon bucket. To get involved with the "Life" International Barleywine Collab, click the link for info about the recipe, BSG discount, and links to help raise awareness of colon cancer. If you'd like to make a direct donation to help support Alex, head over to his GoFundMe. For more info about colon cancer and to help support the fight against it check out the Colon Cancer Foundation. Head to our Patreon for weekly exclusive content. Get the Malt Couture Officially Licensed T-shirt. Follow DontDrinkBeer on Instagram and Twitter.
Send us a textAI is redefining how deals are sourced and evaluated.Richard Wilson unveils Hyper-Intelligent, an AI trained on 100 million data points—including feedback from 140 billionaires and 1,500 investor panels.The panel explores how AI can enhance underwriting, due diligence, and investor matching, while warning against complacency and over-automation.A blueprint for using AI ethically and intelligently in capital raising.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#AIInvesting #CapitalRaising #InvestorTools #ArtificialIntelligence #DealFlowhttps://familyoffices.com/
Hey, investors! Scott Carson here, and I've got a juicy deal that's hotter than a Texas summer! If your lazy assets (and maybe your self-directed IRA) are sitting idle, this is your chance to put them to work on a prime piece of Georgetown, Texas real estate. This isn't some long-haul, snail-paced investment – we're talking a six-month or less turnaround, with conservative numbers figuring in a year!This beauty is one of 48 reverse mortgages we snagged from a hedge fund. The borrower's already passed, HUD's got it cleaned out, and we're looking at a clean, well-maintained property needing just a little lipstick and a fresh coat of paint. Texas foreclosures are fast, and we've got the team ready to rock and roll. This is a potential 10% (or more!) return on your money, secured with a first lien.Here's the breakdown on this Georgetown Goldmine:The Deceased HUD Gem: A clean, 3-bed, 2-bath, 1,348 sq ft home in Georgetown's hot 78628 ZIP code. Borrower deceased, heirs not fighting, property in good shape (interior inspection available!), needs cosmetic updates only – no structural nightmares.The Numbers Make Sense: Current legal balance: $185K. Conservative Fair Market Value: $297K. We're picking up the note for just $170K. Add back taxes and foreclosure costs, and we need $176K in funding. That's over $112K in built-in equity!Exit Strategy 1: Quick Auction Cash! With a 90-day Texas foreclosure and a $191K legal balance (after taxes), a quick auction sale is likely. You get a guaranteed 10% return on your $176K, paid out even if it sells faster than 90 days. We're talking $4,400+ interest in under three months!Exit Strategy 2: REO Flip for Bigger Bucks! If it doesn't sell at auction (our preferred scenario!), we take it back as an REO. An additional $20K for rehab (total $196K invested) for light cosmetic work. Potential net profit of $52K+ with ROI up to 20% if we're doing a one-year prepayment penalty.Due Diligence & Timeline: Full collateral file, realtor CMAs, title update, HUD interior inspection, and exterior video are all available. We're aiming for mid-December funding to kick off a February foreclosure and a March/June sale. Fast, efficient, and profitable!This isn't just another podcast episode; it's a real-time opportunity. We're looking for funding in December, so if you've got an IRA or some passive investment cash ($176K) burning a hole in your pocket, and you want 10% or more, let's talk!For the full due diligence package, comps, and all the nitty-gritty details, reach out directly! Book a call with me at talkwithscottcarson.com or text (512) 585-3810. Let's make some money together before 2026 hits!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
Send us a textIn this episode, Josh (@thelifestylecrna) and Colin (@colinfrompdr) break down the story of their first on-market mobile home park deal in Michigan — a roller-coaster experience filled with red flags, bizarre seller behavior, lawyer reviews, investor conversations, and ultimately the decision to walk away before coming back a year later and buying it for tens of thousands less.This episode is packed with hard-earned lessons about due diligence, trusting your instincts, and structuring investor partnerships the right way.What You'll Learn in This Episode:How an on-market mobile home park in Michigan turned into a year-long sagaWhy the seller's weird lease structures, inconsistent lot pricing, and odd fees were major red flagsHow a $600 attorney review saved them from a potentially disastrous dealWhy walking away early prevented them from overpayingHow the deal later resurfaced at a lower price with improved infrastructure (two roads newly paved)The benefits and downsides of traditional bank financing for mobile home parksHow they used an investor to cover the 20% down payment at a 10% returnWhy they now prefer offering equity positions instead of straight interest paymentsHow to navigate sellers who are emotionally attached, condescending, or unrealistic in valuePractical lessons on avoiding bad tenants, dealing with inherited problems, and cleaning up operations after takeoverWhy due diligence, inspections, and attorney review are essential—even when you're excited about a dealSearch-Optimized Keywords Included:mobile home park investing, Michigan mobile home park, real estate due diligence, walking away from a deal, investor partnerships, seller financing vs traditional financing, mobile home park red flags, on-market mobile home parks, real estate negotiation, real estate investing podcast, how to evaluate mobile home parks, mobile home park operations, real estate lawyer review, underwriting mobile home parks.Perfect For:Mobile home park investors, commercial real-estate investors, beginners learning how to structure deals, and anyone who wants real, transparent stories about the good and bad sides of investing.Support the ShowLike, subscribe, and drop your questions—your engagement helps other investors find the podcast. And yes, even our tenants are listening.Be sure to follow us on instagram here Subscribe to our YouTube channel here Click the link, share your contact details, and we'll help you get started on your investment journey. Start now!
Send us a textFamily Office Club founder Richard C. Wilson explains the art of deal structuring — listening deeply to investors' goals, tailoring terms to match their comfort zones, and leveraging “anchor investors” from within a niche to validate deals.Recorded live at the 2025 Super Summit, Richard shows how being flexible and investor-centric transforms cold pitches into lasting partnerships.If you want to understand how top family offices think when reviewing opportunities, this clip distills 18 years of lessons into five powerful minutes.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#DealStructuring #FamilyOffices #CapitalRaising #InvestorRelations #PrivateInvestinghttps://familyoffices.com/
Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Thinking about buying a business or taking over someone else's?Before you jump in, Steve breaks down the five things he looks at every single time he evaluates a deal. You'll learn how he analyzes revenue quality, what he looks for in financials, how he decides if a business is worth the price, and why free cash flow—not profit—is what actually matters. If you're serious about entrepreneurship through acquisition, this episode could save you from a bad deal._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
Eugene Gershman is based in Bellevue Washington where he specializes in development. His projects are not constrained to the Pacific Northwest. On today's show we are talking about how to choose sites that are candidates for development. To connect with Eugene, you can find him on LinkedIn at https://www.linkedin.com/in/eugenegershman/ or at giscompanies.co-----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
Finding a buyer for your business is only half the battle, and due diligence can feel like a daunting hurdle. This episode explores three major trends you can expect in your due diligence process. You'll learn how AI is revolutionizing the process, why specialization matters, and how to get ahead of buyers by doing your own sell-side diligence to get a better price and a faster close. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation M&A Closing Process | A Complete Guide Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com. —
Smart Social Podcast: Learn how to shine online with Josh Ochs
Protect your family with our 1-minute free parent quiz https://www.smartsocial.com/newsletterJoin our next weekly live parent events: https://smartsocial.com/eventsEpisode Summary:In this episode of the SmartSocial.com Podcast, host Josh Ochs engages in a detailed conversation with Eric Turman, the Superintendent of the Central Dolphin School District, about the role of AI in education. They discuss the importance of using AI to enhance rather than replace student learning, the challenges posed by digital safety including hidden direct messages, dangerous TikTok challenges, and screen time addiction. Superintendent Turman shares his experiences and insights into how schools can create a balanced approach to technology use, and the importance of parental involvement and clear policies to navigate the digital landscape. Tune in for practical advice and strategies to keep students safe and successful online.Become a Smart Social VIP (Very Informed Parents) Member: https://SmartSocial.com/vipDistrict Leaders: Schedule a free phone consultation to get ideas on how to protect your students in your community https://smartsocial.com/partnerDownload the free Smart Social app: https://www.smartsocial.com/appdownloadLearn about the top 190+ popular teen apps: https://smartsocial.com/app-guide-parents-teachers/View the top parental control software: https://smartsocial.com/parental-control-software/The SmartSocial.com Podcast helps parents and educators to keep their kids safe on social media, so they can Shine Online™
What is Pommeau? Pommeau is a: fortified blend of fresh apple must (unfermented) and apple brandy (typically Calvados in Normandy or Lambig in Brittany). The unfermented apple juice and brandy are combined before fermentation, which halts the process entirely and preserves natural sweetness. By law in France, Pommeau must be aged a minimum of 18 months in oak and produced within designated regions. It's rich, amber-colored, and served as an apéritif. It is consider to be a French heritage drink shaped by decades of refinement and protected standards. When did Pommeau receive AOC status? Pommeau received its official Appellation d'Origine Contrôlée (AOC) status in 1991, formalizing the traditional method and legally protecting what can and cannot be called Pommeau within France. And in America? If you ask what Pommeau is in the United States, the answer is: nothing defined. There is no legal TTB definition, no standard of identity, and no trade agreement protecting the name. Yet hundreds of U.S. labels already use the word…sometimes accurately, sometimes loosely, often inconsistently. So the question becomes, "What happens when a French classic with strict rules lands on U.S. labels with no rules at all?" That's the conversation American isn't having… yet. In this episode, Ria speaks with alcohol beverage attorney Lindsey Zahn to unpack what it means to use the word Pommeau in the U.S.—legally, culturally, ethically—and what cider makers and consumers should consider going forward. What happens when a French classic with strict rules lands on U.S. labels with no rules at all? That's the conversation America isn't having… yet. In this episode, Ria speaks with alcohol beverage attorney Lindsey Zahn to unpack what it means to use the word Pommeau in the U.S.—legally, culturally, ethically—and what cider makers and consumers should consider going forward. Key Topics Covered What Pommeau legally means in France Why the TTB has no definition for Pommeau How hundreds of U.S. labels were approved without consistency The difference between fortified cider vs. Pommeau Why a COLA approval does not protect you from trademark or trade disputes U.S.–EU trade agreements and why Pommeau is not protected Risks for current makers using "Pommeau" on labels Why "American Pommeau," "Pommeau-style," or accurate class/type statements may reduce risk The opportunity for U.S. cider associations to create a new American term A call for a naming contest—what the U.S. cider world could build together Why truth in labeling matters beyond regulatory compliance Why this conversation needed to happen…ten years ago Contact info for Lindsey Zahn P.C. Website: https://www.zahnlawpc.com Previous Cider Chat episode with Lindsey : Episode 85 Lindsey Zahn on Cider Law TTB Labeling Resources: https://www.ttb.gov 00:00 Introduction and Common Misconceptions 00:23 Meet the Host and Guest 01:35 Episode Overview: Focus on Pommeau 03:13 Cider Tours Announcement 06:58 Listener Support and Sponsors 08:40 Main Discussion: Legal Aspects of Pommeau 25:34 Trademark Rights and Labeling Concerns 27:34 The Importance of Due Diligence in Labeling 28:46 Pomo: A Gray Area in Cider Labeling 30:30 Alternatives to Using 'Pomo' 32:36 Truth in Labeling and Production Methods 36:08 Advice for Cider Producers 38:39 Role of Cider Associations 46:08 Final Thoughts and Call to Action Mentions in this Cider Chat Totally Cider Tours
It's … Indicators of the Week! We look at some of the most fascinating economic numbers from the news and bring them to you.On today's episode: The cost of living is outstripping wage growth for most of us, the math behind the Trump administration's proposed 50-year mortgages, and how we're just giving Uber and Lyft free money. Related episodes: Trump's plans for the housing market The Money Illusion: Have Americans really gotten a raise? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Earmark Media Presents a bonus episode of Earmark Podcast:Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Meet Our GuestsMary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coNeed CPE?Get CPE for this episode: https://earmark.app/c/2877Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Daley v. Choate, et al., No. 24-1191 (10th Cir. Nov. 3, 2025)EAJA; habeas; sovereign immunity canon; Loper Bright; civil action; importance of habeas Martinez-Martinez v. Bondi, No. 241464 (4th Cir. Nov. 5, 2025)false testimony; INA § 101(f)(6); BIA review of missed questions of law and fact; Wilkinson; Patel; jurisdiction; failure to disclose alias Rosa Arevalo v. Bondi, Nos. 24-60349, 24-60620 (5th Cir. Nov. 5, 2025)Illinois law vacating criminal conviction for procedural or substantive defect; motion to reopen; due diligence; equitable tolling Dominguez Reyes v. Bondi, No. 25-60016 (5th Cir. Nov. 6, 2025)INA § 101(a)(43)(D) aggravated felony; circumstance specific approach; Matter of Babaisakov; tethered to offense; contesting forfeiture; profit not material Calderon-Uresti v. Bondi, No. 24-60445 (5th Cir. Nov. 6, 2025)VAWA cancellation of removal; extreme cruelty; failure to corroborate credible testimony; exhaustion United States v. Miller, 23-13069 (11th Cir. Nov. 6, 2025)sentence enhancement; ACCA; Florida cocaine derivative; categorical approach point of comparison Iuflopane; drug definition at point of committing the offenseKurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years. Eimmigration "Simplifies immigration casework. Legal professionals use it to advance cases faster, delight clients, and grow their practices."Homepage!Demo Link!Get the Guide! Stafi"Remote staffing solutions for businesses of all sizes"Promo Code: STAFI2025Click me! Gonzales & Gonzales Immigration BondsP: (833) 409-9200immigrationbond.com EB-5 Support"EB-5 Support is an ongoing mentorship and resource platform created specifically for immigration attorneys."Contact: info@eb-5support.comWebsite: https://eb-5support.com/ Want to become a patron?Click here to check out our Patreon Page! CONTACT INFORMATIONEmail: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerDISCLAIMER & CREDITSSee Eps. 1-200Support the show
Recorded live at the Alt Asset Summit in Phoenix, this episode of the Main Street Business Podcast brings you a high-energy, audience-fueled breakdown of the Top 10 Due Diligence Must-Dos Before You Put Money Anywhere.Join hosts Mark J. Kohler and Mat Sorensen as they share stories from the trenches of asset protection, investing mistakes, client war stories, and lessons from 10,000+ hours advising entrepreneurs, investors, and small business owners. From understanding what you're investing in, to the dangers of pressure tactics, to CRUTs and crypto, to structuring a Solo 401(k) the right way—they cover it all.What You'll Learn:The #1 rule Warren Buffett follows—and why you should tooWhy “I don't buy hype, I sell it” could save your portfolioLegal pitfalls of raising money and kickback commissionsHow to use a CRUT (Charitable Remainder Unitrust) for crypto gainsReal client horror stories involving napkin contracts and pressure to investSolo 401(k) strategy stacking and the Side Door 401(k)The difference between building wealth and preserving itWhy saying “No” is a power move for every investorPlus: Live Q&A with audience members on Roth contributions, estate planning, and real-world investing scenarios. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!
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