POPULARITY
Categories
44 episodes with Exit strategy
42 episodes with Exit strategy
9 episodes with Exit strategy
33 episodes with Exit strategy
9 episodes with Exit strategy
12 episodes with Exit strategy
7 episodes with Exit strategy
6 episodes with Exit strategy
8 episodes with Exit strategy
8 episodes with Exit strategy
9 episodes with Exit strategy
8 episodes with Exit strategy
7 episodes with Exit strategy
9 episodes with Exit strategy
14 episodes with Exit strategy
4 episodes with Exit strategy
6 episodes with Exit strategy
6 episodes with Exit strategy
8 episodes with Exit strategy
9 episodes with Exit strategy
5 episodes with Exit strategy
5 episodes with Exit strategy
5 episodes with Exit strategy
6 episodes with Exit strategy
4 episodes with Exit strategy
4 episodes with Exit strategy
4 episodes with Exit strategy
5 episodes with Exit strategy
5 episodes with Exit strategy
4 episodes with Exit strategy
3 episodes with Exit strategy
4 episodes with Exit strategy
5 episodes with Exit strategy
5 episodes with Exit strategy
4 episodes with Exit strategy
6 episodes with Exit strategy
4 episodes with Exit strategy
6 episodes with Exit strategy
5 episodes with Exit strategy
4 episodes with Exit strategy
8 episodes with Exit strategy
3 episodes with Exit strategy
4 episodes with Exit strategy
9 episodes with Exit strategy
3 episodes with Exit strategy
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)
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!
Voices of Leadership: Insights and Inspirations from Women Leaders
Join us for an inspiring conversation with Dana Shortt, the visionary entrepreneur who built a beloved business from the ground up, transforming it into a true community staple. Dana shares the remarkable story of her journey, from her humble beginnings in catering to the emotional and strategic process of successfully exiting her business. This episode is packed with valuable lessons for anyone navigating the world of entrepreneurship, ownership transition, and planning an exit strategy.Join us every other week for leadership stories from female founders, trailblazers in women leadership and entrepreneurs sharing their success stories.Here's what you'll learn in this episode:The Genesis of a Business: Discover how Dana started her catering business with just IKEA bags and the subway, eventually evolving it into a thriving retail store. Learn about the crucial role of mentorship from family and professionals in shaping her path.Building a Brand with Purpose: Dana emphasizes the importance of quality food and a clear pricing strategy in attracting and retaining loyal customers. She'll share how she overcame early skepticism about her age and stuck to her convictions to build a business known for excellence.The Full-Time Job of Selling a Business: Dana pulls back the curtain on the often-overlooked realities of selling a business. She shares how the business sale process felt like "another full-time job" and the critical need to maintain business operations as if you weren't selling.Navigating the Emotional Journey: Selling a business you've poured your heart into – what Dana affectionately calls her "third baby" – is an incredibly emotional experience. Hear how she navigated these feelings and ensured a positive transition for everyone involved, preserving the legacy she built.Key Advice for Entrepreneurs: Dana offers invaluable insights for anyone considering their own exit strategy. From understanding your business's true value to the power of "If you don't ask, you don't get," her advice is practical and empowering.Beyond the Business: Explore Dana's exciting new creative pursuits and future aspirations. She shares how her journey has highlighted the importance of family time and the freedom to explore new passions, reminding us all to "test our passions before committing to them."Connect With Us:Voices of Leadership PodcastInstagramLinkedInBespoke Productions WebsiteBespoke Productions Instagram
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.
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
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
Chasing the Vision season 2 episode 3, in partnership with Exit Strategies 360 and Violand Management Associates, dives deep into one of the most critical — and challenging — aspects of running a restoration business: financial management & cash flow.From tackling the pain points of collections to understanding how proper financial systems build long-term equity, this conversation is a must-listen for owners and leaders looking to boost stability and profitability. Whether you're planning to grow, sell, or simply stay afloat, this episode arms you with the insight to take control of your financial future.
Chasing the Vision season 2 episode 3, in partnership with Exit Strategies 360 and Violand Management Associates, dives deep into one of the most critical — and challenging — aspects of running a restoration business: financial management & cash flow.From tackling the pain points of collections to understanding how proper financial systems build long-term equity, this conversation is a must-listen for owners and leaders looking to boost stability and profitability. Whether you're planning to grow, sell, or simply stay afloat, this episode arms you with the insight to take control of your financial future.
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
Chapter 8: The Exit Strategy — From Survival Mode to Supernatural SupplyWhat happens when your lifeline no longer fits the life God is elevating you into? This chapter unpacks the prophetic “glitch” that closed one door and opened a luxury rooftop gym in its place. From handwritten thank-you cards to divine brand downloads, this is where survival ends—and strategy begins.Tap in and hear how God shifted the hustle and revealed the harvest.Stay connected:Tonyia | Founder & CEO, The Savvy Lifestyle Lounge®
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 —--------------------
Our prestigious Loyalty Roundtable enshrines loyalty program exit strategy best practices. Plus, a Porter Airlnes interview and the next segment in our Loyalty Works series.
Send us a textIf someone showed up today, ready to buy your business, would you be proud of what they'd find?In this episode of The Margin Method, Steve shares what really separates a company that commands top dollar from one that quietly gets passed over. Whether you plan to sell or not, this one will shift how you think about building lasting value. 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.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show
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/
Challenging the belief that real estate agents have to be stuck in the grind of selling homes forever, Garrett pushes against the industry normal. Instead, he casts vision for a better way to do business—one that prioritizes legacy, collaboration, wealth-building, and Kingdom impact.Garrett explores the importance of having a clear exit strategy, why the traditional brokerage model often limits agents, and how new opportunities like revenue share, stock ownership, and agent collaboration can free you to live more purposefully. With a strong faith foundation, this episode equips Christian agents to think beyond the next deal and toward building something eternal through mentoring and serving others.Key Takeaways:✅ You don't have to sell homes forever—create an exit strategy✅ Most agents don't plan for the long-term or legacy✅ Traditional models often benefit brokers more than agents✅ Revenue share and stock options offer new paths to freedom✅ Collaboration > competition in this new model of business✅ You can build wealth while serving others in your industry✅ Ask: What is the Lord calling you to build?✅ Legacy is built through mentoring and multiplying✅ Real estate should be a vehicle, not a trap✅ There is a better way to grow in real estateEpisode Chapters:⏳ 00:00 – Why Every Agent Needs an Exit Strategy
Confused between raising capital or selling your company? Discover how recapitalization offers a powerful growth option—allowing you to raise funds, gain liquidity, and bring on a strategic partner without giving up control. In this video, we break down how recapitalization works, why it's increasingly popular with private equity firms, and how it can drive growth, solve internal challenges, and position your company for a second, more lucrative exit. Featuring real-world case studies, we show how founders successfully leveraged recap deals to scale their business, cash out partially, and align with the right investors. Learn how Corum's proven process helps tech CEOs navigate recapitalization for optimal outcomes. takeaways Evaluations don't create value, the process does. A global buyer search process is essential for maximizing value. Recapitalization allows founders to cash out while retaining equity. Private equity can provide operational expertise and growth opportunities. The Corum process can significantly improve sale outcomes. M&A activity is highly international, with diverse buyer universes. Valuations in tech sectors are rising, indicating strong market interest. Educational events are crucial for staying updated on M&A trends. Recapitalization can help companies scale without losing control. The Tech M&A Masterclass offers practical knowledge for navigating M&A. 00:00 Introduction to Tech M&A Podcast 01:43 CEO Desk: Insights on Valuation and Process 04:29 Upcoming M&A Educational Events 07:11 Tech M&A Market Research Report Overview 20:24 Leveraging Recapitalizations for Company Value Special Report 27:39 Conclusion and Upcoming Events
In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide. Episode Highlights: 00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/ …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148 Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/ Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/ Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/ For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is an expert on the RIA market and the wealth management business model.We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiated, long-term capital solutions to well-positioned independent wealth management firms in the $8T and growing wealth management sector.Karl's deep experience in wealth management as both an investor, from his time as the CEO of Emigrant Partners and its affiliated company, Fiduciary Network, and time on the advisor side at Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab, puts him in a position to understand the inner workings of wealth management businesses. He's also sat on the boards of Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors.CWC has made investments into some of the industry's leading wealth management firms, including AlTi Global, Cresset Partners, AlphaCore, Lido, and others.Karl and I had a fascinating conversation about the evolution of the wealth management industry and why it's become such an attractive investment opportunity. We discussed: The intricacies of business growth and serving clients.Why private markets are such a critical component to differentiating a wealth management firm.Why we'll see a $1T independent wealth management business in the coming years.The parallels between the business evolution of alternative asset managers and wealth managers.Thanks Karl for coming on the show to share your wisdom and expertise at the intersection of wealth management and private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Podcast Opening Theme01:57 Introduction to Today's Guest: Karl Heckenberg03:57 Karl Heckenberg's Background and Career Journey06:10 Early Days of Wealth Management07:41 Post-GFC Evolution of RIAs08:59 Understanding the Independent Wealth Management Space10:15 Growth and Scale in Wealth Management12:17 Challenges and Opportunities in Wealth Management15:02 Importance of Client Experience19:34 Investment Strategies in Wealth Management20:07 Ownership and Equity Distribution20:54 Minority vs. Control Investments23:08 M&A in Wealth Management23:23 High-Quality Firms and Client Experience23:59 Capital Needs and Growth24:55 Advisory Services and Value Addition25:32 Comparisons with GP Stakes27:39 Durability and Resilience of Wealth Management Firms29:08 Exit Strategies and Public Market Potential29:40 Valuations and Capital Providers31:46 Future of Public Market Exits34:24 Compounding Growth and Returns35:05 Distribution and Liquidity35:34 Investment Grade Assets and Equity Returns35:47 Answering Key Investment Questions36:38 Investor Concerns and Market Dynamics36:59 Investment Buckets and Flexibility37:25 Private Wealth vs Institutional Investors38:02 Network Effects and Synergies38:27 Hesitations and Value Add of Constellation39:13 Collaborative Best Practices39:43 LP Side and Fundraising Timing40:08 Understanding the Wealth Channel40:24 Retail Distribution and Success Strategies41:05 Product Structuring and Client Diversification41:19 Impact of Technology on Wealth Management42:26 Importance of Private Markets Knowledge43:44 Diversification and Institutional Approach44:52 Challenges and Opportunities in Private Markets46:20 Advisors' Education and Differentiation48:26 Balancing Customization and Scalability49:32 Operational Efficiency and Retail Products51:16 Listening to Wealth Channel Needs51:30 Yield-Oriented Products and Diversification53:28 Educational Resources and Client Engagement54:14 Growth of Wealth Channel and Private Equity55:50 Consolidation and Future of Wealth Space58:35 Succession Planning and Client Experience01:04:37 Future of Wealth Management and Private Markets01:06:05 Closing Thoughts and Future Predictions Editing and post-production work for this episode was provided by The Podcast Consultant.
Profitable Exit Strategy and Succession Planning with Eric Brotman Are you building a business you can actually walk away from? What if the problem isn't how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who's flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we're not just talking theory—we're breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you're serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need. In This Episode, You'll Learn: Why Eric hates the word retirement—and what mindset shift could unlock your next level. How to start building your exit strategy a decade before you plan to leave. The difference between building a sellable company… and just owning your job. Real-world examples of internal succession done right—without sacrificing culture or control. The one metric you're probably not watching that could destroy your transition plan. Key Takeaways: Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he's gradually transferring ownership to internal partners—protecting culture, profitability, and legacy. “Graduation” Beats “Retirement”. Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress. Internal Buyouts Aren't Always Lucrative—But They're Often More Fulfilling. He could've taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission. Team Building Is Strategic Planning. This wasn't just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person. Succession = Culture + Cash Flow + Control. Get these right, and you've got options. Ignore them, and you're the bottleneck holding the whole thing back. About Eric Brotman: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don't Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm's unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire. Conclusion: Will Your Business Outlive You? Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you. If you're not exit-ready, you're not growth-ready. It's time to change that. Links: https://www.facebook.com/BFGFinancialAdvisors/ https://www.linkedin.com/company/bfgfa/ https://www.linkedin.com/in/ebrotman/ https://www.instagram.com/bfgfinancialadvisors/ brotmanmedia.com Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Host Ericka Adler provides essential insights on how physicians and dentists can navigate the termination of their employment agreements. In this episode, Ericka covers the importance of thoroughly reviewing your contract before making any decisions, steps to take if you believe your employer has breached the contract, understanding the consequences of termination, including noncompete clauses and malpractice insurance, and planning your exit strategy to avoid any financial surprises. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen
⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: https://coachcarson.com/rpm
While Eric tries not to get lost in the American southwest, Zac and Deric continue on with a new episode. We take the opportunity to discuss the ins and outs of being a content creator in today's ever changing landscape. While exploring the pros and cons of short-form versus long-form content, effective strategies for growing an audience, and the challenges of navigating brand partnerships. What exactly is the long-term viability of content creation as a career? How important is an "Exit Strategy"? Whether you're an aspiring creator or simply interested in the world of online content, we try and bring our personal insight for you this and every week.Get access to Eric's course with the exclusive Off The Cut discount, use code OTC25 at checkout: https://spencleydesignco.com/collections/courses/products/shaker-style-cabinet-door-and-drawer-front-course Join us LIVE for conversations about woodworking, 3D printing, DIY and tax evasion. Got a question that you want us to answer? Send us an email at offthecutpodcast@gmail.com Be sure to hit up the links below to get even more content from us!Interested in starting your own podcast? Check out Streamyard: https://streamyard.com/pal/c/5926541443858432 -------------------------AftershowConsider supporting the show on Patreon to get access to the aftershow and unlock tons of cool perks!https://www.patreon.com/offthecutpodcast -------------------------Hang Out with UsWatch the live stream of the podcast on YouTube!https://www.youtube.com/channel/UCcRJPIp6OaffQtvCZ2AtWWQ -------------------------Pick Up Some Merch!Windbreaker - https://www.spencleydesignco.com -------------------------Follow ZacInstagram - https://www.instagram.com/zacbuilds YouTube - https://www.youtube.com/c/@ZacBuilds TikTok - https://www.tiktok.com/@zacbuilds -------------------------Follow EricInstagram - https://www.instagram.com/spencleydesignco YouTube - https://youtube.com/@SpencleyDesignCo TikTok - https://www.tiktok.com/@spencleydesignco -------------------------Follow Derichttps://linktr.ee/pecantreedesign ---------------------------Shoutout to KM Tools for sponsoring the show! Check out everything they have to offer at KMTools.com (kmtools.com/SPENCLEYDESIGNCO)
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz are joined by Zaid Admani from Public's The Rundown!---Sign up for the Rich Habits Newsletter and join 52K+ likeminded investors in receiving weekly market updates, click here!---Trial the Rich Habits Network for 7 days completely for free and see why 600+ other podcast listeners love the community we've built, click here!---Sign up for Public and take advantage of their up to $10,000 bonus when you transfer an existing portfolio to their platform, click here!---⭐ Download our FREE Financial Planner – click here⭐ Download our FREE Budgeting Template – click here⭐ Earn 4.1% on your savings with a High-Yield Cash Account – click here⭐ Trade stocks, options, music royalties and crypto on Public – click here⭐ Automatically buy stock where you shop with Grifin – click here⭐ Protect your family with term life insurance from Suriance – click here⭐ Use code “Spotify” for 15% off our 4-module video course – click here⭐ Optimize your portfolio with Seeking Alpha – click here---
Dave's back and in particularly jovial spirits after celebrating his birthday this week (and his football team winning promotion), so let's get this party started shall we? Broadcasting via the magical medium of linked computers, this is Radio Therapy! Tracklist.. 1. Notre Dame ‘My Soul' [Kitsuné] 2. Adriatique x JAiMES x Samm ‘Back To Life' [X Recordings] 3. Tee Mango ‘Moonshots' [Kompakt] 4. Radeckt ‘Otun' [Human By Default] 5. Ivory ‘Hypno Dance' [Exit Strategy] 6. Fat Cosmoe & My Flower ‘Wanna More' [Habitat] 7. Impérieux ‘Still Minus' [Keller] 8. Chemo ‘Glock 43' [Marginalia] 9. Sasha & Joseph Ashworth ‘HiFiHi' [Last Night On Earth] 10. AIKON ‘Ngoma' [Monaberry] 11. Mind Against ‘Babylon' [Habitat] 12. Tim Engelhardt & Solique ‘Symmetry' [Habitat] 13. Danny Howells ‘Thrunk' [Rekids] 14. Tommy Gustav ‘Nobody Else' [Deepalma] This show is syndicated & distributed exclusively by Syndicast. If you are a radio station interested in airing the show or would like to distribute your podcast / radio show please register here: https://syndicast.co.uk/distribution/registration
Michelle Rupp, an Emmy Award winning broadcast journalist, is the Founder and CEO of Memorable Results Media, a boutique agency dedicated to helping small and medium-sized businesses gain earned media coverage on local and regional television. With a background in news production and a passion for empowering business owners, Michelle uses her 25 years of experience in broadcasting to deliver tangible results. Her clients frequently see increased revenue, sold-out events and elevated visibility in their communities, with many attributing significant business growth to her media strategies.
➡️ 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.
Help us win a Webby for BEST CREATOR and BEST VIDEO SERIES Episode 698: Sam Parr ( https://x.com/theSamParr ) talks to David Senra ( https://x.com/FoundersPodcast ) about what qualities make an anti-business billionaire. — Show Notes: (0:00) High Level of Disagreeableness (9:02) Extreme Self-Confidence (12:55) Product Quality Obsessed (18:37) Retention of Total Control (27:28) Exit Strategy is Death — Links: • Steal Sam's guide to turn ChatGPT into your Executive Coach: https://clickhubspot.com/wcv • Play Nice But Win - https://tinyurl.com/uuwumk8d • Creative Selection - https://tinyurl.com/bdz8f9ae • Founders Podcast - https://www.founderspodcast.com/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano
© 2020-2025 Ivy Podcast Discovery LLC
