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Hard-money veteran Scott Brown joins Dave Putz and Nathan Turner to unpack the fast-moving world of short-term (6- to 18-month) real-estate notes—the bridge financing that keeps flippers and small developers moving while giving note buyers equity-like returns with note-level security.Why short-term? Deal filter in three bullets:Fixed‐cost rehabs only (no ground-up builds).Max 70 % ARV, verified by local broker price opinions, not borrower wish-lists.Exit must exist—listings, refi term sheets, or seasoned rental comps in hand.Risk killers Scott won't skipPricing today (June 2025)Secondary-market sweet spotTwo red flagsAction step: download Scott's one-page Draw Inspection Checklist To obtain more information or ask additional questions about this week's Real Estate Notes Show, use this link https://bit.ly/45ihqAq**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: https://www.jkpholdings.com/note-investor-educationYoutube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#RealEstateNotesShow[00:00:00] Show Intro and Guest Update[00:02:00] Climbing Mountains and Family Life[00:03:50] State of the Note Industry[00:06:10] Shifts from Bank Notes to Seller Financing[00:08:40] Why Non-Performing Notes Changed[00:11:20] What's Driving Private Lending Now[00:14:00] Meet Scott Brown: Real Estate Journey[00:17:00] Why Banks Don't Lend Under $50K[00:20:30] The Rise of Hard Money Loans[00:23:00] Who Are the Borrowers Today?[00:26:00] How to Evaluate Deals Fast[00:28:20] Understanding Profit Participation[00:31:00] Key Legal and Licensing Pitfalls[00:34:40] How to Raise Private Capital Safely[00:38:20] The 15% Note Strategy Explained[00:42:10] Handling Rehab Draws and Oversight[00:46:30] Risks and Due Diligence Must-Knows[00:50:10] Underwriting Notes for Exit Strategy[00:53:00] Affordable Housing = Smart Note Investing[00:56:40] Creating Notes Note Buyers Will Love[01:02:00] Final Thoughts and How to Connect
Victor Basta, Managing Partner and Co-founder of Artis Partners, joins OPTO Sessions to share his two-stage exit preparation process - designed to ensure companies are bought, not sold. He delves into why success often comes to those who exit uncomfortably early, the critical roles of boards and CEOs, and what it truly means to be prepared for an exit. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fdX: https://twitter.com/OptoThemesInstagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qrLinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/Facebook: https://www.facebook.com/OptoThemes-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
In this episode of Cherokee Business Radio, Joshua Kornitsky is joined by Dean Nolley, founder of Sales Growth Imagination, and Bob Tankesley, M&A advisor with Walden Mergers & Acuisitions and author of “Exit Teams.” The discussion centers on effective sales processes, business growth strategies, and preparing for business sales. Dean shares insights on building scalable […]
Curious what your business might really be worth? And what it would take to sell it for a premium price? Book your free Exit Discovery Call now and get clarity on your next best move:https://findyourleveragepoint.com/exit-discovery-call
In this episode of Cherokee Business Radio, Joshua Kornitsky is joined by Dean Nolley, founder of Sales Growth Imagination, and Bob Tankesley, M&A advisor with Walden Mergers & Acuisitions and author of “Exit Teams.” The discussion centers on effective sales processes, business growth strategies, and preparing for business sales. Dean shares insights on building scalable […] The post Unlocking Business Success: Expert Insights on Sales and Exit Strategies appeared first on Business RadioX ®.
A horrific series of trades & a look at 2 risk management strategies that can protect you from both short-term and long-term losses. Join us in the Live Room (London and/or NY) at www.TierOneTrading.comYour Trading Coach - Akil
Only twenty percent of businesses listed for sale actually sell. Most that do sell go for less than half their potential value. Learn the warning signs that doom sales and how proper exit planning can save you from financial disaster. Visit https://paraicbergin.com/profitable-exit-strategies/ for more info. Paraic Bergin Business Development City: Mullingar Address: Harbour St. Website: https://paraicbergin.com Email: paraic@paraicbergin.com
Todd chats with financial strategist Monica Garcia Duggal about her powerful and practical Financial BITES Method©. Monica breaks down how business owners can master Budgeting, Investing, Taxes, Exit Strategy, and SOPs to create scalable, sustainable growth. Her advice is clear, no-nonsense, and immediately useful—whether you're running a startup or planning your next big move. This episode is a must-listen for anyone looking to simplify their financial systems and make smarter, more confident decisions. Book: The Power of Breath by Monica Duggal Profit First by Mike Michalowicz The Goal by Eliyahu M. Goldratt Pillars of Wealth: 1. Clarity 2. Deep Work 3. Curious Monica Garcia Duggal is a renowned financial expert and billion-dollar business coach with over 30 years of experience blending Wall Street insight with entrepreneurial innovation. With a background in investment banking and a track record of scaling companies across industries, Monica is the creator of the Whole Health Wealth System™ and the Financial BITES Method©—tools that turn financial overwhelm into clarity, strategy, and sustainable growth. Known for her no-nonsense, heart-centered approach, she helps individuals and businesses alike build wealth without sacrificing health, joy, or purpose. If you would like to connect with Monica, you can visit her website www.monicagarciaduggal.com or through LinkedIn or Instagram. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...
Are you trapped as the "Chief of Frigging Everything" in your recruitment business? If you started your recruitment company dreaming of freedom and great money, but find yourself stuck doing everything from billing to buying printer ink, this episode will be a game-changer. Katy and Jane reveal why most recruitment founders accidentally build themselves into a role they hate – and more importantly, how to escape it. They share the exact blueprint that's helped hundreds of recruitment business owners transform from burnt-out bottlenecks into CEOs of pleasure-led, profitable companies. This isn't fluffy business advice – it's a practical system that turns 12-hour days into focused four-day weeks whilst actually increasing your profits. “I think a lot of people start a business and when they build that business, when they think about structuring that business, we tend to go to the default of what we see everyone else do because we think big is better.” – Katy Green In this episode, you'll: • Discover the four critical machines every recruitment business needs to run without you being the constant bottleneck • Learn why building around your natural strengths (not what you think you should do) can generate 50-85% conversion rates • Understand the real difference between a £250k profit business and one that just generates revenue • Explore how to identify and eliminate the 60-80% of work that never converts into placements • Uncover the simple attraction systems that outperform expensive tech solutions every single time Jane shares her own transformation story – from spending four nights a week in hotels missing her children to running a business that gives her complete freedom. You'll hear the exact moment she realised she was the problem (and the £25-per-hour decision that changed everything). Katy breaks down why most recruitment founders get seduced by "big team, big office, big targets" thinking, and how this actually traps them in roles that drain their energy rather than fuel their passion. They reveal the surprising truth about why going back to basics – your network and your phone – often beats the latest automation tools that promise the world but deliver empty bank accounts. Tune in now to discover how to transform from Chief of Everything into the CEO of your dream recruitment business. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Ready to Scale Your Recruitment Business to 7 Figures (and beyond)? Take the first step toward predictable growth with our FREE RESOURCES designed to support recruitment and executive search business owners in building profitable, scalable businesses. Watch Our Free Training: Discover a proven system that can help your team achieve 5, 10, or even 20 extra placements per month, consistently and reliably. Learn how to Attract, Convert, and Deliver high-quality placements over the next 30 days – watch here https://learn.centredexcellence.co.uk/vsl-youtube61658857 Join Our Recruitment Business Accelerator Community: Connect with like-minded Recruitment and Executive Search Business Owners in our exclusive Facebook group. Elevate your skills, gain insights, and learn what it takes to build a 7+ figure recruitment business. Join Here - https://www.facebook.com/groups/526435818123500 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Want to See How This Could Work for You? Let's chat! Apply for a free consultation to see if and how our strategies can work for your recruitment or executive search business. Provide us with some details about your business, and let's explore how you can achieve sustainable growth. Apply here - https://profitaccelerator.centredexcellence.co.uk/apply?utm_source=podcast
The Soviets have decided that it's time to leave Afghanistan…but as we all know, it's much harder to get OUT of the graveyard of Empires than it is to get in. Battles still remain, as the Americans send Stinger missiles to the Mujahideen and the Soviets launch their last major attack in Operation Magistral. But the damage is already done: the USSR is on the brink of collapse, and the devastated country of Afghanistan is fertile ground for the rise of radical Islam.Sources: https://www.unknownsoldierspodcast.com/post/the-soviet-afghan-war-series-maps-and-sourcesNew Maps: https://www.unknownsoldierspodcast.com/post/the-soviet-afghan-war-series-maps-for-part-iiAudible Recommendation: https://www.audible.com/pd/Drink-Audiobook/1977339069?source_code=ASSGB149080119000H&share_location=pdpMusic:Winter Waltz by Scott Buckley | www.scottbuckley.com.auMusic promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 4.0https://creativecommons.org/licenses/by/4.0/Bhangra Bass by Punch Deck | https://soundcloud.com/punch-deckMusic promoted by https://www.free-stock-music.comCreative Commons / Attribution 3.0 Unported License (CC BY 3.0)https://creativecommons.org/licenses/by/3.0/deed.en_US"Driving Atmospheric Dread" by EdwardCNBrown via pond5.comPathfinder by Scott Buckley | https://soundcloud.com/scottbuckleyMusic promoted by https://www.free-stock-music.comCreative Commons / Attribution 4.0 International (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
Send us a textWhat happens when your dream career no longer fits your life? Shannon Russell faced this question after a successful run as a television producer at MTV and in Hollywood. When motherhood shifted her priorities, Shannon made the bold decision to walk away from the entertainment industry and forge a new entrepreneurial path.Shannon's story breaks the conventional wisdom that we must stay in our lane. Coming from a blue-collar family where her parents worked the same jobs their entire lives, she was the first to attend college and leave her hometown. Her journey took her from broadcast communications student to television producer in New York and Los Angeles, living what many would consider a glamorous dream job.The birth of her first child changed everything. Suddenly, the demanding schedule, constant travel, and intense pressure of television production conflicted with her desire to be present for her family. Rather than seeing this as the end of her ambitions, Shannon viewed it as an opportunity to write a new chapter. Despite well-meaning interventions from industry friends and her husband, she trusted her instincts and began exploring entrepreneurial options.Shannon found her next act in purchasing a children's STEM education franchise—what she calls a "business in a box" that provided structure and support for a first-time business owner. Within two years, she ranked among the top three franchisees in the organization. As her business flourished, she discovered a passion for helping other women, particularly mothers, navigate similar career transitions.Today, Shannon runs Second Act Success, coaching women to leverage their professional experience to build businesses that provide both fulfillment and flexibility. Her new book "Start Your Second Act: How to Change Careers, Build a Business and Create Your Best Life" launches May 7th, and her podcast features inspiring stories of women who've successfully reinvented themselves professionally.Shannon's message is powerful in its simplicity: "Keep going, give yourself grace, and it will all work out." She encourages listeners to stop being sheep, pursue their unique paths, and believe in their ability to create multiple successful chapters in life. Ready to break out of your lane and start your own second act? Shannon's journey shows it's never too late to reinvent yourself.Support the showThanks for listening & being part of the Mindset Cafe Community.----------------------------------------------Connect With Devan:https://www.devangonzalez.com/connect----------------------------------------------Follow On Instagram https://www.instagram.com/devan.gonzalez/https://www.instagram.com/mindsetcafepodcastLet me know what topics or questions you want covered so we can help you achieve your goals faster.----------------------------------------------P.S. If you're not already a part of the The Mindset Cafe Community Page I would love to have you be a part of the community, and spread your amazing knowledge. The page is to connect and network with other like minded people networking and furthering each other on our journeys!https://www.facebook.com/groups/themindsetcafe/
361Firm's Menlo Park Conference - Secondaries Panel led by Anurag ChandraSUMMARY: The 361Firm's Menlo Park Secondaries Panel discussed the evolving venture secondary market, emphasizing its growth and challenges. Key points included the extended liquidity cycles, now averaging 14 years, and the structural issues preventing companies from going public earlier. Panelists highlighted the role of secondary funds in addressing liquidity needs, particularly for smaller funds and employees. They noted the importance of data science in identifying high-potential companies and the need for realistic valuations. The discussion also covered the complexities of secondary transactions, including the impact of SPACs and the potential for tax credits through donor-advised funds.KEYWORDSVenture secondary market, liquidity cycles, private asset classes, practical venture capital, AI impact, technology sector, secondary funds, LP distribution, exit strategies, valuation challenges, data science, late-stage investments, employee liquidity, secondary market growth, investment risks.SPEAKERSAnurag Chandra, Dave McClure (Practical VC, 500 Startups), Raj Gollamudi (One Prime Capital), Lara Druyan (SV Data Capital, Palo Alto), Paul Kang (SFO), Eli Tenenbaum (SFO), Mark Sanor (361Firm), Reg Athwal You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest
University of Missouri economist Ben Brown advises having a clear exit strategy to avoid holding onto the crop, whether on paper or in storage. Brown, who is also affiliated with the Food and Agricultural Policy Research Institute (FAPRI), notes that soybean demand growth has primarily come from soybean oil used in fuel, which is currently awaiting policy decisions clarity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Sell your fitness business with confidence and clarity—this episode featuring Mitch McGinley offers the expert insights you need to make a profitable, purposeful exit.If you're a studio owner, tired of the daily grind and wondering how to escape without burning it all down, this conversation is your roadmap. Mitch McGinley, a former yoga studio owner and now a specialist in business exits, shares exactly how to structure, price, and position your business for a successful sale. Whether you're overwhelmed by staff management, uncertain about your studio's value, or simply ready for a new chapter, this episode will answer the questions you're already searching for.Discover how today's boutique fitness trends affect valuations, what potential buyers are really looking for, and why you don't need to be a massive franchise to make a meaningful profit. Mitch also weighs in on business acquisition vs startup strategies, offering practical advice for both buyers and sellers in the fitness space.If you're dreaming of becoming a location independence entrepreneur, Mitch's own life—running his business remotely from Spain—demonstrates what's possible when you prepare your exit smartly. He explains how an optimized sale isn't just about cash—it's about freedom, legacy, and designing life on your own terms.
It sounds like the Justin Bieber and Scooter Braun settlement is imminent, we have our answer to the Katy Perry/Orlando Bloom Bezos wedding plans and the world remembers Anne Burrell. Plus Anderson Cooper might be reading the writing on the wall and is making plans around WBD shake up. Dawn and Mike are in again for BK and dawn watched a movie last night. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode 243 : Welcome to the next episode of Pi Perspectives. Matt is back with California PI, Joe Jones. Joe is a second-generation PI who built a great business with his brothers after learning from their dad. What do you do when you can't keep up with the growth? Stick around and find out. Please welcome Joe Jones and your host, NY Private Investigator, Matt Spaier Links: Matt's email: MatthewS@Satellitepi.com Linkedin: Matthew Spaier www.investigators-toolbox.com Joe on Linkedin: Joseph Jones Email: Joejones@Magnals.com PI-Perspectives Youtube link: https://www.youtube.com/channel/UCYB3MaUg8k5w3k7UuvT6s0g Sponsors: https://piinstitute.com/ https://www.skopenow.com https://researchfpr.com/ https://www.trackops.com FBI Tip Line https://tips.fbi.gov/home https://www.fbi.gov/contact-us/field-offices/newyork/about - (212) 384-1000
In this new series, Pastor Mack Jarvis begins taking us through the book of Exodus, but to understand the book of Exodus properly, we must start in surveying the book of Genesis so we can see the faithfulness of God. Tune in today for biblical preaching to kick off this exiting series.
Send us a textIn this episode, we dive into how private equity firms are adapting to a higher interest rate environment. With debt financing more difficult to secure, cash flow–positive companies are seeing increased demand. Our panel breaks down how valuations have shifted over the past two years, what it means for current holdings, and how firms are rethinking deal sourcing, diligence, and exit strategies. From creative recapitalizations to a renewed focus on operational efficiency, tune in for insights on the evolving PE landscape and how smart firms are finding value despite market headwinds.
The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle
Thinking of selling your business one day? Or never planning to? Either way, this conversation could change how you build. Rob Walling has seen it all. He's exited his own SaaS company and helped thousands of founders grow and sell through TinySeed, MicroConf, and his podcast “Startups for the Rest of Us.” In this episode, he sits down with Dan to talk about what founders get wrong about selling, why most exits are emotionally brutal, and how to actually create a business that gives you freedom: whether or not you ever sell it. CHAPTERS (00:00:00) Why Exits Matter (Even If You Never Sell) (00:03:48) The Emotional Reality of Selling Your Business (00:08:35) What Your Business is Actually Worth (Valuation Benchmarks) (00:11:45) The $10M Dream: Who Gets There, Who Doesn't (00:18:59) The SaaS Plateau: How to Know When You're Stuck (00:27:20) The 5 Marketing Channels Still Working in 2025 (00:30:23) Can Non-Technical Founders Still Win? (00:40:33) Two Traps Founders Fall Into When Selling a Business (00:46:50) Rob's Book: “Exit Strategy” LINKS Rob's book “Exit Strategy” (https://exitstrategybook.com/) Share your story/sponsor the pod (https://forms.gle/gKZFuwReHSvg8LD48) 22 free resources for founders (https://tropicalmba.com/resources) Connect with 1,000+ generous global entrepreneurs (https://dynamitecircle.com/) Read Dan's book “Before the Exit” (https://www.amazon.com/Before-Exit-Thought-Experiments-Entrepreneurs-ebook/dp/B07BN2KD1J) Dan Andrews is the co-founder of Dynamite Circle, author of Before the Exit, host of the Tropical MBA podcast, and an entrepreneur who has successfully launched and scaled multiple 7-figure businesses. CONNECT WITH DAN Email Dan@tropicalmba.com Follow on X (https://x.com/TropicalMBA) Follow on Instagram (https://www.instagram.com/tropicalmba/) MORE EPISODES Our Lifestyle Business Non-Negotiables (https://tropicalmba.com/episodes/lifestyle-business-non-negotiables) ‘I'm Fiscally Bitcoin and Socially Ethereum' (https://tropicalmba.com/episodes/greg-gerber-crypto-2020) Is Dropshipping Still a Valid Business Model? (https://tropicalmba.com/episodes/dropshipping-valid-business-model) The Consultant's Handbook - How to Make Location Independent Income Quickly (https://tropicalmba.com/episodes/consulting) The Amazon Gold Rush (https://tropicalmba.com/episodes/amazongold) “Lifestyle Business” vs “Real Business” (https://tropicalmba.com/episodes/lifestyle-vs-real-business)
Welcome back to another powerful “How-To” lesson with Gino Barbaro, co-founder of Jake & Gino. This week, Gino continues his deep dive into the top mistakes multifamily investors make — and how you can avoid them.In Part 2, Gino breaks down five more critical pitfalls, drawn from two decades of personal investing experience and coaching thousands of students. From building the right team to understanding debt structure, this episode gives you the tools to succeed — and the wisdom to sidestep disaster.Whether you're an LP, GP, or just getting started in real estate, this episode is a masterclass in what NOT to do in multifamily investing.Want personalized help on your multifamily journey?Visit https://www.wheelbarrowprofits.com and schedule a call with our team.Subscribe for more multifamily investing insights each week.Comment below: What mistake have you made or avoided? We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
ValuationPodcast.com - A podcast about all things Business + Valuation.
Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri.We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, growing business, and public speaking. He also has a podcast that we'll talk about later, but today he's going to share his story about building a business with the exit in mind.And quite frankly, you guys hear me talking about this a lot—not only how do you grow a business, start a business, and market a business, but if you're not thinking about the end in mind, then I think we get distracted by the pretty logos and all of the fun social media. But quite frankly, there's really a process of starting a business—and then, how are you going to exit or monetize it at the end?Key Takeaways:1. Build a Business You Understand DeeplyMark emphasized the dangers of chasing business ideas you don't know. He initially considered buying companies in industries he didn't understand (like potato chips or trail mix) and quickly realized that deep domain expertise is crucial for long-term success. He succeeded by staying in the packaging industry where he already had knowledge, relationships, and leverage.2. Bootstrap with Discipline and Realistic ExpectationsMark cut his salary by 40%, managed household expenses down to the diaper, and lived lean for four years while growing his company. His message: entrepreneurship is not glamorous at first. You need financial discipline, a clear budget, and the willingness to sacrifice comfort in exchange for long-term freedom.3. Structure Your Business to Run Without YouOne of the key factors that made Mark's company valuable at exit was his team—not just his own leadership. Buyers aren't looking to buy you; they want to buy a system with a team that can keep the business profitable after you're gone. Mark built a team with defined roles and documented processes that could operate without his daily involvement.4. Expect the Sale Process to Be Grueling and Prepare for ItSelling a business is not a handshake deal. Mark shared how potential buyers will climb up your books, dig into every corner of your operation, and often reduce the final price in a "retrading" maneuver. He recommends having annual reviews, financial audits, and a strong attorney to survive due diligence and avoid getting steamrolled.5. Know Your Value—Then Be Ready to WalkWhen approached to sell, Mark didn't bite at the first offer and wasn't desperate to exit. This gave him negotiating power. He also warned entrepreneurs not to underestimate the emotional cost of letting go—or the financial risk if the buyer isn't properly funded. His advice: Know your EBITDA, understand deal terms like holdbacks and earn-outs, and don't sell unless the offer respects your value.Connect with Mark - LinkedInMark's Podcast and WebsiteMelissa GraggCVA, MAFFExpert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/Cell: (314) 541-8163Support the show
In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn't just a number. It's a reflection of leadership, culture, and strategic clarity. Let me repeat that: Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave's experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don't.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn't command even half that valuation. Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don't take your word for “adjusted EBITDA”—they want clean, auditable numbers. Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They're buying the future,” Dave says. “And if your projections seem disconnected from market realities, they'll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That's why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA. Strong management team: If the business can't run without you, it's not scalable—or sellable. Documented processes: Institutional knowledge should live in systems, not just in people's heads. “If your business can't survive you getting hit by a bus,” Dave quips, “you don't have a sellable business.” Exit Planning is a Process, Not an Event Whether you're transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It's not that successful companies have a good culture—it's that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave's work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you're curious to learn more, check out Dave's books on Amazon: The New ROI: Return on Individuals The New ROI: Going Behind the Numbers The Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today's volatile market, it's not just about numbers—it's about narratives. The story you tell buyers, investors, or the next generation about your company must be grounded in reality, powered by culture, and led by people who are truly your greatest asset. To reach David Bookbinder and read his books: Dave's Profile: linkedin.com/in/davebookbinder Websites: linktr.ee/BehindTheNumbers (Portfolio) NEWROI.com (Personal) amazon.com/Dave-Bookbinder/e/B075SDJ12F (Portfolio) Email: davebookbinder@gmail.com Listen to these other podcasts or read the blogs about them: 435: Navigating the Management Maze: Tips for New Leaders 433: Organizations Must Embrace Human-Centric Design 430: How Does Dr. Chris Fuzie Create Great Leaders? Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Books: Learn more about these books here: Rethink: Smashing the Myths of Women in Business Women Mean Business On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow. Let's Talk! From Observation to Innovation, Andi Simon, PhD CEO | Corporate Anthropologist | Author Simonassociates.net Info@simonassociates.net @simonandi LinkedIn
How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses
About the Guest:Callum Laing is not your average M&A expert. A serial entrepreneur and the author of four books (Agglomerate, Progressive Partnerships, Boardroom Blueprint, and Entrepreneurial Investing), Laing is also the founder of Unity Group, the Veblen Director Program, and Guild. His work focuses on democratizing board access, simplifying capital raising, and helping legacy business owners scale without losing control. His innovation in the agglomeration model challenges the assumptions of private equity and redefines how small businesses can achieve scale and liquidity.Summary:In this episode of How2Exit, guest host Roger Glovsky dives into the nuanced world of M&A and business trust-building with Callum Laing—an entrepreneur, author, and architect of the agglomeration model. With over 100 M&A transactions under his belt, Laing reveals why the most valuable asset in business isn't capital—it's trust. From forming influential board networks to designing incentive-aligned holding companies, Laing explains how deeply human psychology shapes scalable business outcomes, especially when preparing to exit. The conversation spans innovative M&A structures, the underestimated power of personal connections, and why tech-savvy entrepreneurs must still master the art of building real relationships—especially in an AI-driven world.Key Takeaways:Boards as a Competitive Advantage: A functional, diverse, and supportive board not only adds credibility during an exit but also ensures operational continuity—making a business more attractive to acquirers.Access vs. Opportunity: The Veblen Director Program was designed to break barriers for overlooked professionals (e.g., those without elite credentials), helping them land their first board seats and contribute meaningfully.Guild as a Capital-Raising Network: Laing's second venture, Guild, evolved to teach entrepreneurs how to raise capital by first understanding investor needs—flipping the traditional pitch-first model on its head.Trust Multiplies Velocity: Trust accelerates deal flow, reduces friction, and increases the efficiency of capital and collaboration. Building a public profile plays a critical role in earning it.Give First, Gain Later: Inspired by concepts like the Boulder Thesis and Adam Grant's Give and Take, Laing emphasizes building relationships by offering value before asking for anything in return.The Agglomeration Model: Laing's signature innovation—business owners join a public holdco by exchanging private shares, keeping operational control while benefiting from scale, liquidity, and mutual incentives.AI Will Amplify the Human: As AI automates tasks, the human edge will lie in trust-building, empathy, and long-term relationship management—skills no algorithm can yet replicate.Longevity Over Hype: Contrary to Silicon Valley's growth-at-all-costs model, Laing designs business systems with staying power, informed by centuries-old governance principles.--------------------------------------------------Contact Callum onLinkedin:Website:--------------------------------------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Mickey Booher shares his unique journey from being a therapist to becoming a prominent figure in the timeshare industry. He discusses the allure of timeshares, the challenges faced within the industry, and the ethical dilemmas that arise from misrepresentation in sales. Mickey also highlights the emotional impact of timeshare ownership on individuals and offers valuable advice for those considering entering the timeshare market. His experience led him to establish a timeshare exit firm, where he helps clients navigate the complexities of getting out of their timeshare agreements. 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 —--------------------
Connect with James: https://vanreuselventures.com/ Connect with TJ: https://mementofinancialplanning.com/links In this conversation, T.J. van Gerven interviews James Vanreusel, founder and CEO of Vanreusel Ventures, about the multifaceted role of a CFO, the importance of financial strategy in business growth, and the behavioral aspects of finance. They discuss the significance of having an exit strategy, the necessity of understanding personal finance, and the lessons learned from tennis that apply to business resilience. James emphasizes the importance of cash flow management, investment strategies, and the balance between personal and professional life, while also addressing the social responsibilities of capitalism. The conversation concludes with advice for the next generation of entrepreneurs and the importance of prioritizing family and personal values. Takeaways CFOs are essential for financial strategy and leadership. Most founders do not start with an exit strategy. Understanding behavior around money is more important than just knowing the numbers. Building a cash cushion is crucial for business resilience. Investing in oneself is the best investment for entrepreneurs. Diversifying investments is key for financial security. Patience is vital in navigating financial markets. Surrounding oneself with experienced advisors can lead to better outcomes. Family should be prioritized over work commitments. Career success is a marathon, not a sprint. Chapters 00:00 Understanding the Role of a CFO 02:45 Navigating Business Growth and Exit Strategies 05:51 The Importance of Financial Metrics 09:43 Behavioral Finance: Understanding Money Mindsets 12:36 Lessons from Sports: Resilience and Strategy 14:40 Cash Flow Management for Business Owners 17:00 Balancing Profit Extraction and Reinvestment 19:01 The Entrepreneurial Journey: Risks and Rewards 21:43 The Future of Business: AI and Automation 24:46 Long-Term Thinking in Financial Planning 27:48 The Value of Relationships in Business 31:35 Prioritizing Family and Personal Well-Being
On todays episode of the MY House Podcast, we begin a 12-episode series about Exit Strategies, and MY House's philosophy to homeless services. Our first guest is Cody, a client currently participating in our treatment program!
Send a Text Message. Please include your name and email so we can answer you! Please note, this does not subscribe you to our email list, it's just to answer if you have a questions for us. Thinking about stopping your GLP-1 medication and wondering what that means for your progress? Whether it's affordability, pregnancy planning, or personal choice, stepping away from a medication that's helped you feel in control can bring up a lot of anxiety. What if the cravings come back stronger than ever? What if all your hard-earned progress starts to slip?In this episode, I answer a heartfelt listener question about coming off a GLP-1. We unpack what to expect physically and emotionally, how to taper without shocking your system, and why added support—nutritional, medical, and emotional—is non-negotiable during this phase.Tune in to learn how to step down strategically (rather than go cold turkey), what nutrition shifts can help ease the transition, and how to manage that all-too-familiar surge of insatiable hunger. You'll walk away with three core strategies to minimize rebound effects, tools to reshape your food and movement routines, and a grounded approach to protecting your progress.Audio Stamps00:30 - Dr. Rentea addresses a listener question about discontinuing GLP-1 medication and explores various reasons people might want to stop.01:40 - The importance of gradual dose reduction to prevent sudden, intense hunger increases.02:45 - Reintroducing volume-based eating techniques when food no longer stays in your stomach as long.03:27 - The physiological changes that occur when stopping GLP-1s and why lifestyle factors become even more crucial.05:46 - Overview of alternative medication options like generic Contrave that can help bridge the transition, though they're less effective than GLP-1s.07:05 - Dr. Rentea shares the common pattern of patients who stop medication abruptly returning months later after regaining weight.08:48 - Despite our desire to be the exception, most people struggle to maintain weight loss long-term without adequate support.All of the information on this podcast is for general informational purposes only. Please talk to your physician and medical team about what is right for you. No medical advice is being on this podcast. If you live in Indiana or Illinois and want to work with doctor Matthea Rentea, you can find out more on www.RenteaClinic.com Premium Season 1 of The Obesity Guide: Behind the Curtain -Dive into real clinical scenarios, from my personal medication journey to tackling weight loss plateaus, understanding insulin resistance, and challenges with GLP-1s. Plus, get a 40+ page guide packed with protein charts, weight loss formulas, and more. Pre-register for the Sep 30/30 group.
The middle class is collapsing—and staying still is no longer safe. In this episode of Conscious Finance, Billy Carson and Gven Sariol reveal what is really happening to the middle class and how to escape the squeeze to build a path to the upper class before it's too late. Your exit strategy starts here and now. #ConsciousFinance #MiddleClassCollapse #BillyCarson #GvenSariol #FinancialFreedom #WealthStrategy #4BiddenKnowledgeLearn more about ARCrypto and get your free consultation here - https://go.arcrypto.io/3Hd8h23Free Class on How to Become a Crypto Millionaire - https://go.arcrypto.io/3RbrZwNFollow Gven and ARCrypto on YouTube here - https://go.arcrypto.io/4j8o3ZGDisclaimer:This video is for educational purposes only, with an emphasis on self-education and financial literacy. Gven Sariol, Billy Carson, and any featured guests are not licensed financial advisors. The strategies, tools, and opinions shared are based on personal experience and are not intended as professional financial advice. Always do your own research. Investing involves risk, and past performance is not a guarantee of future results. Full disclaimer: https://www.arcrypto.io/arc-disclaimer/Invest in 4biddenknowledge. Buy your shares today! https://invest.4biddenknowledge.comGet the 4biddenknowledge TV app on your app store or visit: https://www.4biddenknowledge.tvTours:4bidden Tour Of Egypthttps://www.4biddenknowledge.com/4bidden-egypt-tour
What do dentists need to increase profitability in their business and create time freedom? Jake Conway, founder of Custom Practice Analytics, is back for an in-depth conversation on future-proofing businesses in an era of uncertainty. We dig into the financial stressors facing dentists and entrepreneurs today and how knee-jerk decisions often compound the problem. Jake shares his battle-tested approach to key performance metrics, and also tackles one of the most misunderstood decisions practice owners face: whether to scale or sell. If you like this episode, here are more episodes we think you'll enjoy: Ep #526 - Brannon Moncrief – Dental Practice Transitions – DSO Trends, Seller Options and Best Practices Ep #525 - Dr. Victoria Peterson – Investment Grade Practice – The Business Principles Every Dentist Needs to Succeed Ep #522 - Dr. Mauricio Dardano – An Inside Look At a Dentistry Consolidator – The Success of MB2 Dental Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses
Watch Here: https://youtu.be/8WBIPpmXVVYAbout the Guest: Andy is the CEO and co-founder of Creatively Disruptive—a “revenue growth agency” that helps small businesses scale sustainably. His background is as varied as it is inspiring: from rugby coach to pizza delivery driver to sales manager at CarMax, to eventually buying and selling his own businesses. Today, he helps over 110 small businesses reach profitability through consulting, marketing, and strategic advisory. With clients ranging from gymnastics gyms to local banks and contractors, Andy's team becomes the trusted growth partner business owners call when they're staring at the ceiling at 3am.Summary:In this episode of How2Exit, host Ronald Skelton sits down with Andy Seeley, CEO and co-founder of Creatively Disruptive—a marketing firm built with the heart of a small business owner in mind. From his humble beginnings delivering pizza and coaching rugby, Andy takes us on a journey through his first business acquisition, the painful lessons of the Great Recession, and the creation of a marketing agency dedicated to not just ads, but sustained profit and legacy-minded growth.This conversation isn't just about marketing—it's a playbook for anyone looking to grow a business that can be sold, scaled, or succeeded. Whether you're looking for marketing advice, trying to build a business that isn't just a glorified job, or prepping for an eventual exit, Andy brings real-world wisdom, tactical insight, and a lot of heart.Key Takeaways:Build your business like you're going to sell it—even if you don't. Creating a business with an exit mindset forces smarter systems, better financial tracking, and a more independent team.Know your numbers. Track your metrics. Too many small business owners fly blind. Understanding lead cost, client lifetime value, and profitability changes everything. Profit beats revenue—every time. “Revenue is vanity, profit is sanity.” Andy's agency prioritizes actual business growth over hollow vanity metrics.Most businesses aren't failing—the owner's systems are. Drawing from the “dog whisperer” analogy, Andy says it's not the marketing or the platform—it's usually the operator. And changing behavior is key.Hire an agency that thinks like a partner, not a vendor. Look for agencies that consult on financials, profitability, and goals—not just ads.AI is a business owner's multiplier—but you still need a BS meter. AI can do wonders, but it takes wisdom to know when it's wrong and when it's working.Build a team. Business is a team sport. Success doesn't come from solopreneurship—it comes from surrounding yourself with mentors, consultants, and staff who elevate your game.Don't hand over your business systems. Own them. Even if you hire experts, Andy stresses that business owners must know enough to make smart decisions. Never fully abdicate responsibility.--------------------------------------------------Contact Andy onLinkedin: https://www.linkedin.com/in/andyseeley/Website: http://www.creativelydisruptive.com/--------------------------------------------------
When is the last time you took a realistic look at your plan for growth and eventual exit? Who will help steer the ship now, and when it's time to expand or sell? Tune in as Jamie welcomes Polaris Partnership Executive, Mark Flock, to the show for an episode filled with considerations as to timeline and retention when planning a pathway to partnership for your associates.
What if the path to entrepreneurial success for women didn't have to be so lonely—or so uphill? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Melissa Wallace, a marketing veteran whose journey spans a $750 million tech exit, hands-on mentorship, and now, leading the first Femtech venture studio dedicated to female founders.Melissa shares her fascinating career evolution, from the high-octane world of startup acquisitions to co-founding Fierce Foundry, a unique venture studio that partners with women at every step of the startup journey. She explains how this studio model—offering co-founding, expert resources, and founder development—directly addresses the hurdles women face in raising money, scaling, and achieving meaningful exits.This episode is a must-listen for anyone passionate about gender equity in tech and entrepreneurship. You'll gain fresh insights into new funding models, innovative support networks, and hear about real-world tools that are empowering more women to launch, grow, and lead successful companies. To get the latest from Melissa Wallace, you can follow her below!https://www.linkedin.com/in/melissahudsonwallace/https://www.thefiercefoundry.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
In this episode, I share personal reflections as I navigate selling our Connecticut home and how this experience paralleled with business advice I received from a visit to the headquarters of acquisition.com. I discuss the value of decluttering and aligning our possessions and business operations with our current phase of life. By stripping down to essentials, I've rediscovered joy and calm in my environment, inspiring me to apply the same principle to my business. Whether you're planning to sell your business or not, building it as if you will sell can reignite your passion and make it more enjoyable to manage. Drawing from my dad's wisdom about creating choices for the future, I emphasize the importance of setting up your business for adaptability and success. Tune in to learn how intentional budgeting, regular financial assessments, and a sellable mindset can set you up for a prosperous future. What You'll hear in this episode: [00:50] Personal Reflections and Moving [01:40] Lessons from Selling a House [03:40] Applying House Selling Lessons to Business [05:15] The Importance of Choices in Business [06:10] Personal Anecdotes and Career Advice [07:50] Building a Business with Future Choices in Mind If you like this episode, check out: If I Started Over, Here's What I Would Do First Mapping Your Own Journey to Financial Freedom with Justin Buonomo How Do You Build a Business with an Exit Strategy in Mind? Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physician groups explore monetization options, including ESOPs as a potentially powerful but underutilized tool. Bob breaks down the core structure and history of ESOPs, describing them as trust-based leveraged buyouts that allow physicians and employees to own their practice while benefiting from significant tax advantages. He explains how the Bloom Organization itself became an ESOP nearly a decade ago, and how his team has since developed a tailored hybrid ESOP model for medical practices, especially as interest in private equity has cooled due to rising interest rates and negative post-deal experiences. While ESOPs offer clear advantages—like retaining control and optimizing tax outcomes—they also come with complexity. Goettling stresses the importance of choosing the right advisors and ensuring a strong internal management structure. Not every practice is a good fit; size, structure, and strategic alignment are critical factors. The episode offers high-level insight into how ESOPs work, who they benefit, and what red flags to watch for in considering this alternative to traditional M&A routes. KEY INSIGHTS ESOP stands for Employee Stock Ownership Plan and enables employees to become beneficial owners through a trust structure. Originally introduced in the 1950s, ESOPs gained traction in the 1970s due to government incentives. Goettling and his team at Bloom implemented an ESOP for their own firm nearly 10 years ago and now advise physician groups on doing the same. Tax benefits are significant: ESOP sellers can defer or eliminate capital gains, and the entity itself becomes tax-exempt. ESOPs allow physicians to monetize their practice without surrendering control, unlike private equity deals. The model is ideal for larger practices (15–20+ physicians) with existing governance (boards, CEOs, CFOs). Complexity is a key barrier—ESOPs involve oversight from both the IRS and Department of Labor. Hybrid ESOP models can account for partners, junior doctors, staff, and even future hires. Mistakes often stem from poor advisory choices; experience with ESOPs is essential to avoid pitfalls. ESOPs can be a game-changer for practices looking to stay independent while scaling strategically. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!
In this episode of Poised for Exit, we're joined by Cindy Leines, founder of CEL Marketing, a firm dedicated to helping mission-driven organizations communicate with purpose and build lasting trust. With decades of experience in strategic communications, branding, and reputation management, Cindy brings a unique perspective to the exit planning conversation.We dive into the role of transparency and trust in successful business transitions, especially in closely held and family-owned companies. Cindy shares lessons from her entrepreneurial journey, highlights the legal risks of overlooking website accessibility compliance, and explains why clear, honest communication -both internal and external - is essential when preparing a business for sale.This episode is a thoughtful reminder that numbers alone don't drive value. Reputation, clarity, and trust play a powerful role in shaping how a business is perceived—and how smooth a transition can really be. Whether you're years away from an exit or facing one soon, Cindy's insights will help you prepare with integrity.Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor
In this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors should know before diving in.Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today's alternatives landscape.
Unlocking New Financial Opportunities for Real Estate Investors with George Otel Join Jen Josey, the founder of REIGN, as she interviews George Otel, an expert in real estate and business financing. George shares the nuances of securing funding for various real estate deals and small businesses, offers strategies for optimizing your business for sale, and discusses the booming service industry. Discover how to navigate funding challenges, find the best deals, and make the most of the current wealth transfer opportunities. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice to accelerate your growth and success. 00:00 Introduction to REIGN and Host Jen Josey 01:05 Today's Topic: The Importance of Exit Strategies 03:14 Guest Introduction: George Hotel 05:12 George's Journey into Real Estate and Finance 09:16 Understanding SBA Loans and Business Funding 19:24 Challenges and Success Stories in Business Financing 26:18 Funding Opportunities in Tough Times 27:02 Turnaround Time for Funding 28:40 Rewarding Aspects of Helping Business Owners 30:08 Buying Out Business Partners 32:41 Selling and Buying Businesses 36:52 Hot Business Opportunities 38:51 Advice and Insights from George 40:21 Conclusion and Contact Information To learn more about Jen Josey, visit www.TheRealJenJosey.com To join REIGN, visit www.REIGNmastermind.com Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby
Episode Overview In this episode, John Kitchens sits down with seasoned investor Mark Zawaideh and strategic partner Curt Shewell to unpack what every real estate agent must understand about wealth, leverage, and building a portfolio that will lead you to true financial freedom. Mark shares how he scaled from broke agent to owning over 40 properties—and how one key mindset shift turned $600K in equity into $30M in assets. Together, they break down the dangerous myths agents believe about wealth, why owning a team is not a retirement plan, and how to start thinking like an investor starting today. Key Topics Covered The Scarcity Trap vs. Investor Mindset How Mark's early money beliefs kept him stuck (and how he broke free). The critical difference between “saving” and “scaling” through leverage. Why paying off properties early can actually kill your momentum. Using Real Estate As a Wealth Vehicle Why selling more homes won't build lasting wealth—and what will. How Mark scaled from 1 house to 43 rentals in under 10 years. Turning equity into cash flow: the power of 1031 exchanges and strategic refinancing. How to Make the Shift from Agent to Owner to Owning $100M Portfolio The real risk: owning just 1-2 rental properties and no game plan. Why scaling to 30, 50, or 100+ doors creates less risk, not more. How to use your real estate business to find deals, not just earn commissions. Building Wealth Through Depreciation & Tax Strategy Why depreciation alone could be worth six figures in tax savings. How Mark paid zero in taxes—and got a refund—while earning 7 figures. The difference between earning more… and keeping more. Scaling Beyond Single-Family into Commercial & Multifamily How Mark turned four homes into a 48-unit apartment complex. The mindset shift from “buy and hold” to “scale and grow.” Multifamily vs. single-family: pros, cons, and what most agents miss. Why Real Estate Teams Are Not an Exit Strategy The hard truth about brokerage valuations and “team” exits. Why most teams become burdens, not assets, without investment income. Using your team to unlock opportunity—not just production. The Investor Mastermind & What's Coming Next How Mark and Curt are creating a community for agents ready to build wealth. Why most agents don't lack opportunity—they lack strategy and proximity. What to expect from their upcoming course, community, and coaching framework. Resources Mentioned Connect with John Kitchens Mark Zawaideh on Instagram: @soldbymarkz Book: The Psychology of Money by Morgan Housel Upcoming Investor Mastermind (details coming soon) 1031 Exchange Strategy + Tax Depreciation Insights “You don't need to sell more homes. You need to buy more real estate.” – Mark Zawaideh Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!
Comparing defensive exit strategies with the best. Hear award-winning columnist Dejan Kovacevic's Daily Shots of Steelers, Penguins and Pirates -- three separate podcasts -- every weekday morning on the DK Pittsburgh Sports podcasting network, available on all platforms: https://linktr.ee/dkpghsports Learn more about your ad choices. Visit megaphone.fm/adchoices
In this moving episode of Radio Medium, Psychic Medium Laura Lee delivers a heartfelt message from the spirit of Andrea's late father.Her dad steps forward to acknowledge the emotional heartache at home and the fatigue a relationship has caused her. With gentle encouragement, he reveals that there is a divinely guided exit strategy in motion—one that offers hope and renewal. He suggests that a second home or new space may serve as a sanctuary, helping Andrea clear emotional clutter, recenter herself, and begin her healing journey. This powerful moment serves as a loving reminder that our departed loved ones are always near—offering guidance, love, healing, and protection, especially during life's most vulnerable transitions.✨ Tune in for a soul-stirring episode that reinforces the enduring bond between parent and child—offering insight, hope, and comfort from the spirit realm.
In this episode of the Tech M&A podcast, Poya Farighi shares his journey of building and exiting his cloud-based HR reference checking platform, Vitay. He discusses the challenges faced during the sale process, the importance of maintaining business operations, and the emotional transition after the exit. Poya emphasizes the need for preparation, the value of keeping an open mind for future opportunities, and the significance of celebrating milestones in the entrepreneurial journey. takeaways Vitay is an automated reference checking platform that simplifies candidate screening. The sale process can be stressful, especially nearing the end. Maintaining day-to-day business operations is crucial during the sale process. Having a supportive team and advisors can ease the burden of selling a company. Be prepared for the emotional ups and downs of the exit process. It's important to keep an open mind about potential acquirers. Celebrating milestones, like an exit, is important for entrepreneurs. The journey of building a new venture begins after an exit. Expect the best but prepare for the worst during negotiations. Continuing to grow the company is essential, regardless of the sale outcome. 00:00 The Birth of Vitay: Solving HR Challenges 01:55 Navigating the Sale Process: Challenges and Strategies 05:09 Life After the Exit: Reflections and New Beginnings 07:59 Final Thoughts: Keeping an Open Mind for Future Opportunities
What really goes into building a business you can actually sell—without second-guessing yourself later? Why do some founders walk away from negotiations feeling confident, while others are left wrestling with burnout, regret, or even an identity crisis? If you've been wondering about the mindset, strategies, and emotional prep behind a smart, well-timed exit, this episode is packed with insights you'll want to hear.Today, Omar sits down with Rob Walling—founder of Drip and TinySeed—for an extended, no-fluff conversation on building and selling your business without regret. You'll get behind-the-scenes insights on what makes a company truly sellable, practical ways to get exit-ready (even if selling isn't on your radar yet), and an honest look at the personal journey of moving on after a sale. Plus, we're pulling key lessons straight from Rob's new book, Exit Strategy, co-written with his wife, psychologist Dr. Sherry Walling.Ready to future-proof your business (and your sanity)? Tap that play button at the top of the page and dive into the strategies, wisdom, and real talk that can help you build, scale, and—when the time is right—exit on your own terms.Watch the episodes on YouTube: https://lm.fm/GgRPPHiSUBSCRIBEYouTube | Apple Podcast | Spotify | Podcast Feed
In this powerful episode of the Jake & Gino podcast, we're joined by Rob Finlay—serial entrepreneur, founder of 30 Capital, and author of Beyond the Building and Hey Dad. Rob dives deep into commercial real estate debt strategy, the importance of tracking OKRs and KPIs, and the long-term thinking that separates real estate professionals from amateurs.But this conversation doesn't stop at business. Rob also opens up about parenting adult children, financial literacy, and the “green gas” phone call that inspired his latest book, Hey Dad, a must-read for any parent raising self-sufficient young adults in today's world.Whether you're a multifamily investor looking to improve your financial game or a parent preparing your kids for life, this episode delivers hard-earned insights from one of the best in the business.Get the books:Hey Dad: https://heydadbook.comConnect with Rob FinlayWebsite: https://robfinlay.comInstagram & more: @robfinlay Chapters:00:00 - Introduction 04:54 - KPIs & OKRs Explained (with Chick-fil-A References) 14:47 - Smart Leverage & Exit Strategies 18:15 - How New Investors Should Think About Equity, Recycling Deals, and Exit Strategies 21:41 - Refinancing vs. 10-Year Lockups 29:24 - The 2021–2022 Bridge Debt Trap 32:49 - Hey Dad: The Gas Pump Phone Call That Started It All 39:46 - Real Parenting Talk: Teaching Independence Through Exposure 43:05 - Kids & Money: Raising Financially Literate Adults 49:34 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
What if everything you've built was just the beginning? In this episode, I sit down with Anne Mahlum – serial entrepreneur, founder of Solidcore and Back on My Feet, and a powerhouse of personal transformation. Anne shares her journey from a $100 million exit to a life of deep contentment and empowerment, emphasizing the power of simplicity, self-trust, and deliberate life design. We talk about the art of letting go, the strength found in creating boundaries, and the often-overlooked importance of defining your own metrics for success. If you've ever wondered how to keep moving forward without losing yourself in the process, this episode is for you. Opening Reflection: What would your life look like if you truly lived by your values, not just your goals? Anne's Journey: From negative net worth to a $100 million exit – the power of purpose-driven work Letting Go for Growth: Why your identity should never be tied to just one role or outcome Building a Game You Can Win: The importance of setting clear, simple goals in business Lessons in Risk and Reward: How Anne navigated her exits and built companies that outlast her Non-Negotiables for High Performance: The simple daily habits that fuel Anne's energy and clarity Empowering Others: Anne's current chapter of impact through public speaking and mentorship Closing Takeaway: Why simplicity is the ultimate sophistication in business and life **** ✨ Personal Socrates is on SALE! >>> Use UPGRADE20 at baronfig.com for 20% off through May and June. Release details for the NEW BOOK. Connect with Marc >>> Website | LinkedIn | Instagram | Drop a review and let me know what resonates with you about the show! Thanks as always for listening and have the best day yet! * A special thanks to MONOS, our official travel partner for Behind the Human! Use MONOSBTH10 at check-out for savings on your next purchase. ✈️ * Special props
Richard Walsh's journey from the military to entrepreneurship reveals a powerful philosophy rooted in resilience, strategy, and intentional leadership. After experiencing both remarkable success and total financial collapse, Walsh rebuilt his life and business through focus, discipline, and system-driven thinking. He now helps business owners reclaim their time and profits by teaching them how to concentrate on their most valuable tasks—the "Owner's 5%"—while building teams and systems to handle the rest. His method emphasizes working smarter, not harder, and designing businesses that serve both professional and personal goals. Walsh also stresses the importance of planning with the end in mind. By starting every business with a clear exit strategy, owners can make better hiring decisions, evaluate opportunities more effectively, and align their actions with long-term outcomes. His approach is especially effective for trades and service-based industries, where improved communication and process automation—often using underutilized tools like AI—can lead to significant financial and operational transformation. His client case studies show consistent results: higher revenues, fewer hours worked, and dramatically improved quality of life. If you're a business owner feeling overwhelmed or stuck, Richard Walsh is offering a complimentary one-on-one coaching call to help you tackle your biggest business challenge right now. This is a chance to get personalized insight from someone who's helped countless entrepreneurs find clarity, regain control, and scale smarter. Don't miss the opportunity to take the first step toward a more profitable and balanced business. We're happy you're here! Like the pod? Visit our website! Start your trial on Simplified. We're happy you're here! Like the pod?Visit our website!For the accessible version of the podcast, go to our Ziotag gallery.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros Podcast, Stephen S. interviews Joseph Huang, a seasoned commercial real estate investor. They discuss Joseph's journey from IT engineer to real estate tycoon, the importance of collaboration in commercial deals, and the unique challenges and opportunities in retail real estate. Joseph shares insights on common pitfalls for new investors, the significance of trust and core values in partnerships, and the evolving landscape of retail investments. He emphasizes the need for due diligence, understanding market dynamics, and the value of joining mastermind groups for accelerated growth in the real estate sector. 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 —--------------------
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Most investors focus on how to buy real estate—but what truly separates amateurs from professionals is how they plan to exit. In this episode of Strategy Saturday, Charles Carillo breaks down the critical role of exit strategies in real estate investing. From Buy & Hold to Refinance & Hold, 1031 Exchanges, and creative seller-financed deals, you'll discover how exit planning drives returns, mitigates risk, and boosts investor confidence. Charles also shares lessons from real-life multifamily deals—including why his team chose to sell early in 2022 after hitting target returns, avoiding the impact of rising interest rates. You'll learn: – Why your exit strategy should be planned before the purchase – The 5 most common exit strategies and when to use each – How exit timing can impact LP satisfaction and portfolio performance – What to do when investor opinions conflict with your original plan – How to reduce risk with debt terms and reserve planning If you're a GP, LP, or building your first real estate portfolio, this episode will show you how exit clarity leads to better deals—before you even close. Want to dive deeper into 1031 Exchanges? Check out these past episodes with 1031 professionals: GI157 – https://youtu.be/O5MzYY4SP_8 GI 173 – https://youtu.be/pDHKsZcN05Y Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: https://coachcarson.com/rpm
➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Dan Cohen, exit-strategy expert, reveals how a gut-driven launch turned an unheard-of nasal strip into a multi-million-dollar acquisition. Learn why trusting your “felt sense” of the market can outpace conventional research, how targeted press outreach and NFL athlete endorsements built instant credibility, and how creative distribution tactics—from counter placements to regional broker partnerships—forced retail gatekeepers to give shelf space against all odds.➡️ Show Linkshttps://successstorypodcast.com YouTube: https://youtu.be/u2NkfbWe6hY Apple: https://podcasts.apple.com/us/podcast/dan-cohen-neurologist-inventor-serial-entrepreneur/id1484783544 Spotify: https://open.spotify.com/episode/7F2YKAVSz7O40OAeX4NR6P ➡️ Watch the Podcast on YouTubehttps://www.youtube.com/c/scottdclary See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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