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In this episode, Caleb sits down with Nick Bartolo, founder of Essential Partners, to discuss what business owners need to consider when thinking about selling their company. Nick breaks down: The decision to sell and conducting a "possible path analysis" — evaluating revenue, EBITDA, and overall business valuation. Thinking beyond the sale price — retirement planning, ensuring your investments can support your lifestyle, and avoiding poor tax advice. He also covers: Optimizing growth, margins, and return on capital Building a business that is sustainable and not dependent on the owner Understanding the broader industry landscape The importance of strong books, clean financial records, and a reliable CPA Strategic tax planning, including starting a Roth IRA This episode is packed with practical insights for any contractor or entrepreneur planning long-term growth, exit strategy, and financial freedom. Nick Bartolo- INFO@essentialp.com https://www.instagram.com/nickbartolo_ep/?hl=en https://www.elitenetworks.us Auman Landscape on YouTube Primed For Growth www.companycam/kcpodcast Company Cam- 50% for 2 months! Linktree/AumanLandscape @aumanlandscapellc www.CycleCPA.com Use code: Auman and save $200 when signing up. LMN Software Save on onboarding! Code: AUMAN
Female founders, scaling challenges can test your confidence, especially when you are starting a business for the first time without investors or a clear roadmap. In this episode of Dear FoundHer, Lindsay Pinchuk sits down with Tamara Coleman of Bark Bistro to talk about what it takes to keep growing a business when the pressure builds and the answers are not obvious. If you are working through scaling challenges of your own, this conversation will show you a practical path forward.This is one of those real founder stories that focuses on decisions, not hype. Tamara built a $20 million brand through bootstrapping, starting in her kitchen with a $15,000 credit card. She heard “no” from retailers, struggled to get approved on Amazon, and had to rethink her distribution strategy. Instead of quitting, she adjusted and kept moving.For female founders who are starting a business for the first time, this episode offers clarity on what growing a business truly requires. Tamara explains how bootstrapping forced her to understand margins, protect cash flow, and expand at a pace she could sustain. She shares how she managed scaling challenges without losing control of quality or operations.If you are facing scaling challenges and wondering whether you are doing it right, this episode will help you refocus on what really matters. The lessons here are useful, especially for female founders who are growing a business with intention. You will walk away with clearer thinking around margins, momentum, and the discipline required to build something that lasts.Episode Breakdown:00:01 From $15K Credit Card to $20M Bootstrapping Bark Bistro04:30 Retail Rejection and the Strategic Pivot to Amazon10:53 Scaling Operations From Home Kitchen to 25,000 Square Feet14:18 COVID E-Commerce Boom and Rapid Revenue Growth24:22 $20M in Sales, Exit Strategy, and Advice for Female FoundersConnect with Tamara Coleman:Follow Bark Bistro on InstagramVisit the Bark Bistro websiteFollow Tamara Coleman on InstagramConnect with Lindsay:Subscribe to The FoundHer FilesFollow Dear FoundHer on InstagramFoundHer Faves:Tubby Todd Best Face Gel CleanserConnect with Jillian StrausThe Press by NorHuephoric by Judy LeePodcast production and show notes provided by HiveCast.fm Hosted on Acast. See acast.com/privacy for more information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michelle Kesil speaks with Jessica Sinski, a realtor, property manager, and investor based in the Charlotte area. Jessica shares her journey into real estate, starting from her first home purchase in 2016 to her current investments in Airbnbs and room rentals. She discusses the importance of having a clear exit strategy, overcoming challenges in the industry, and the value of networking. Jessica also offers advice for new investors, emphasizing the need to take action and not get stuck in analysis paralysis. The conversation wraps up with key lessons learned from her extensive experience in real estate and how to connect with her for further insights. 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 —--------------------
FREE COPY OF JEFF'S BOOK DISCERNMENT HERE What happens when you get FIRED… and it becomes the best thing that ever happened to you? In this episode of The Unemployable Podcast, Jeff Dudan sits down with serial entrepreneur, investor, and former Global President of EO, Troy Hazard. From Australian radio announcer… to building and selling 12+ companies… to turning around distressed businesses and exiting to private equity — Troy shares the exact mindset, leadership philosophy, and exit strategy that changed his life.
FREE COPY OF JEFF'S BOOK DISCERNMENT HERE What happens when you get FIRED… and it becomes the best thing that ever happened to you? In this episode of The Unemployable Podcast, Jeff Dudan sits down with serial entrepreneur, investor, and former Global President of EO, Troy Hazard. From Australian radio announcer… to building and selling 12+ companies… to turning around distressed businesses and exiting to private equity — Troy shares the exact mindset, leadership philosophy, and exit strategy that changed his life.
Revenue is vanity. Profit is sanity. Cash flow is sovereignty. In this episode, host Colleen O'Connell-Campbell sits down with Melissa Houston - CPA, business finance coach, fractional CFO, and author of 'Cash Confident' - to explore why so many business owners are working hard but not building wealth. Melissa shares her mission to close the business financial literacy gap, particularly for women entrepreneurs, and explains how a few key changes in pricing, expense management, and cash flow can completely change a business's trajectory. The conversation covers the emotional side of money (including both Colleen's and Melissa's personal money stories), the alarming stats on women-owned businesses, and why understanding your numbers is the foundation for building a business that is not just profitable, but sellable. Melissa also previews Profit Buys, her AI-powered tech platform designed to put a fractional CFO in every business owner's pocket. Key Takeaways: Financial literacy is not optional for business owners. Your accountant, bookkeeper, and financial advisor are partners - but they do not give you permission to check out of your own numbers. Revenue and profit are not the same thing. Melissa has seen seven- and eight-figure businesses go bankrupt because they were not managing cash well. Volume does not equal profitability. The three changes that move the needle fastest are ensuring your pricing is profitable, managing your expenses deliberately, and understanding that cash balances and profit are two different things. Many business owners do not know which of their products or services is most profitable - and often assume it is their best seller, which is not always the case. Promoting your most profitable offer can change the trajectory of the business. Money mindset is a muscle, not a one-time exercise. Everyone carries a money story from childhood, and those stories show up in business decisions - from hesitating on sales to underpricing services. The stats on women-owned businesses are sobering: of 13 million women-owned businesses in the U.S., only 1.9% generate over $1 million in revenue, roughly 68% make under $50,000 per year, less than 2% of women have a financially successful exit, and less than 2% of venture capital goes to women. In Canada, CRA data shows 90% of women-owned businesses are filing as self-employed - meaning they are not incorporated and likely not building a sellable asset. Whether you are a startup, scaling, or thinking about your exit, your business should be an asset that supports your long-term goals and legacy. If this episode has inspired you to rethink your exit path, book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell. Reach out on LinkedIn or email.
In this episode we sit down with a Vancity leader, Ryan Mckinley to unpack multiplex financing and policy across Canada. We explore why most multiplexes in Vancouver are strata-title, promoting homeownership, while Toronto’s market is trending toward rentals. Hear practical financing options for homeowners, investors, and small developers, plus a local case study and market outlook. We discuss the big opportunity for Toronto as condo ownership supply tightens, and how multiplexes can deliver lower construction and management costs, greater exit flexibility, and a pathway to more affordable ownership. Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan Exchange-Traded Funds (ETFs) | BMO Global Asset Management VANCOUVER MULTIPLEX EVENT TICKETS LISTEN AD FREE Realist.caSee omnystudio.com/listener for privacy information.
In this episode, Jake and Gino welcome investor Axel Ragnarsson for an in-depth conversation on building and sustaining success in real estate. Axel reflects on his path from small entrepreneurial ventures to owning multifamily properties, underscoring the importance of long-term thinking, disciplined execution, and surrounding yourself with the right people. The discussion covers market shifts, operational efficiency, financing approaches, and how technology is reshaping property management. Axel also shares practical lessons on overcoming today's market challenges, offering actionable guidance for investors at every stage of their journey. Chapters: 00:00 Introduction 01:05 The Shift in Real Estate Investing 03:08 Axel's Journey into Real Estate 05:12 Transitioning from Flipping to Long-Term Investing 09:52 Understanding Deal Criteria and Value-Add Opportunities 13:37 Financing Strategies for Multifamily Properties 18:47 Operational Excellence in Property Management 26:21 The Importance of Exit Strategies 28:56 Challenges in Real Estate Investing 31:01 Wrap-Up and Key Takeaways 55:02 Logo-animation-JG-New Intro-Sanddunes.mp4 We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Brett Chotkevys, who specializes in building senior assisted living homes. Brett discusses his innovative approach to creating luxurious memory care mansions, the challenges of operating in this niche, and the unique exit strategies available in the senior living market. He emphasizes the importance of community relationships and effective operations management, while also providing insights for potential investors looking to enter this field. 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 —--------------------
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate.Lisa Handziak, who covers much of the Northeast and Midwest for Poe Group Advisors, has guided owners through successful exits. She's learned that the sellers who thrive during this transition aren't the ones who avoid emotions; they're the ones who understand how to channel them productively. Take confidentiality, for example. Sellers often feel guilty keeping the sale from their staff, but Lisa reframes it completely: You're not keeping a secret. You're creating stability. When you protect your team from premature anxiety, you're actually protecting them, not betraying them. This episode reveals how the best exits happen: with preparation, clear vision, and a strategic mindset that turns your final tax season into proof of how valuable your firm really is.Key Timestamps:00:00 - Introduction 02:04 - Understanding the emotional journey of selling (and why it's normal) 06:41 - The readiness test: what are you going to do next? 08:19 - How one seller rediscovered what matters after exiting 10:01 - The seller who got re-excited about her firm and built even more value over 3 years 13:27 - The seller who got sick during tax season and proved the firm was buyer-ready 15:16 - "You're not keeping a secret, you're creating stability," the confidentiality reframe 19:25 - The attitude reset that transforms your final tax season 22:38 - How starting earlier eliminates seller regrets 25:08 - Accelerating profitable firms to their goals through strategic planning 28:39 - The inspiring buyer success story: from $1M to a major exit 30:12 - Why strategic buyers protect their investment by waiting to meet staff 33:41 - What happens when transition communication goes wrong (and how to avoid it) 35:39 - Bringing the human element back to M&A 36:22 - Book recommendationsDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template
FEBRUARY 18 Relocating Overseas / Debt Trap Exit Strategies Some of you listening right now may be living abroad, temporarily or indefinitely. There is an increasing desire to experience life overseas, and some countries are paving the way. Clark discusses relocation incentive programs and other considerations vital to the life changing decision to move abroad. Also - if you have credit card debt, Clark has some strategies to pay it off sooner and keep yourself as debt free as possible moving forward. Moving Abroad: Segment 1 Ask Clark: Segment 2 Credit Card Debt: Segment 3 Ask Clark: Segment 4 Mentioned on the show: 5 Countries That Will Pay You To Move How To Pack a Carry-On the Right Way - Clark Howard What Is an HSA Account and How Does It Work? - Clark Howard What Is an Annuity, and Why Does Clark Think They Stink? Simple Trick To Pay Down Credit Card Debt Quicker Best Balance Transfer Credit Cards: Top Picks for 2026 Debt Archives - Clark Howard How To Get Out of Debt in 7 Steps - Clark Howard Credit Card Debt Consolidation: 3 Paths To Consider, 2 To Avoid These Are the Biggest Scams That Cost Seniors the Most Money CELL PHONES - Clark Howard Clark.com resources: Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
SaaS Scaled - Interviews about SaaS Startups, Analytics, & Operations
Today, we're joined by Tim Schumacher, Co-Founder of saas.group, a conglomerate of independent SaaS businesses founded by experienced industry veterans with proven entrepreneurial, investing, and product backgrounds. We talk about:The new exit options saas.group brings to startupsGrowing small SaaS companies while preserving what's good & made them strongCharacteristics of successful startups, including lean companies with a very clear focusAdvice for SaaS founders – to sell or not to sell?The SaaS market in Europe
UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Jason Hennessey, founder of Hennessey Digital, to unpack what it really takes to scale a digital agency to multi–eight figures and successfully exit to private equity—without burning out or losing your life in the process.Jason shares his 24-year “overnight success” journey, from running a standard SEO agency to intentionally building the “Lamborghini dealership of legal marketing.” He breaks down the mindset, systems, people strategy, and long-term intentionality required to move from six figures → seven figures → eight figures → exit.This is not a hype-filled growth story. It's a deep, honest masterclass on:Why most agencies fail to scale past $10MHow to hire and retain true A-playersThe hidden dangers of fast growthThe role of personal brand in enterprise-level deal flowHow intention, accountability, and resilience shape long-term successIf you're an agency owner trying to break through the next revenue ceiling—or thinking about a future exit—this episode delivers real-world lessons from someone who's done it twice.Chapters – Why Multi–Eight-Figure Agency Exits Are Rare – Jason Hennessey's 24-Year “Overnight Success” – The Second Bite of the Apple (Private Equity Strategy) – Running Multiple Successful Businesses Without Burnout – Replacing Yourself to Scale Past $10M – The Real Phases of Agency Growth (6 → 7 → 8 Figures) – Cash Flow Stress at Scale (More Money, More Problems) – Seeing the Game Like an Executive Strategist – Product Obsession vs. Sales-Led Agencies – Personal Brand as a Long-Term Growth Engine – Designing the Agency You Actually Want to Run – KPI-Driven Growth & Department Accountability – Hiring A-Players and Accepting Lower Margins – Why Most Agencies Can't Retain Talent – Paying Above Market & Retaining Rockstars – Creating a Future That Didn't Exist – Running a Business for Profitability Before Exit – Staying Grounded When Life Disrupts Business – Learning from Failure Instead of Avoiding It – Accountability Systems That Keep Founders on Track – Designing a Life Beyond the Business – Daily Habits & Creative Focus for FoundersTo learn more go to 8figureagency.coTo reach Jason - https://www.linkedin.com/in/jhennessey/ - jasonhennessey.com
Chapters:00:00 Introduction to Investment Decisions02:36 Understanding Exit Strategies05:13 Evaluating Investment Metrics08:13 The Importance of Conservative Underwriting10:32 Return on Effort in Investments We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Micah Johnson interviews Mario, a seasoned expert in private lending and real estate. They discuss the importance of leveraging responsibly, understanding exit strategies, and the current market landscape for investment properties. Mario shares insights on interest-only loans and the power of leverage in wealth creation, emphasizing the need for education and analysis in real estate investments. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this heartfelt and thought-provoking conversation, Exit Strategy host Stephanie Garry sits down with author and academic Dr. Willy Donaldson to explore his memoir Estimated Time of Departure. Donaldson shares his personal journey navigating conversations with his aging parents about their wishes, fears, and life stories — conversations many of us avoid until it's too […] The post At the Gate: Talking about Life's Estimated Time of Departure appeared first on Plaza Jewish Community Chapel.
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Natalie Henley, CEO of Volume Nine, is here to unpack how she bought out her agency's founder. Not through PE, not through M&A, but as a trusted insider who built her path from employee to owner. Natalie shares the behind-the-scenes story of how she structured the deal without needing an SBA loan, the mindset shifts she had to make, and how the agency survived both Google's algorithm changes and COVID-19 cratering their top clients. In this episode, we'll discuss: Grooming your #2 to become your successor, or become the one buying. Avoiding mistakes that slow down or kill an internal exit. Using creative financing (HELOCs, owner carry notes, balloon payments) to structure the deal. Knowing when an employee has what it takes to run the agency. Preserving trust and team stability during a leadership transition. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Links: Natalie's free AI and SEO grader tool: geo.v9digital.com Want to know what your agency is worth? Check out the Agency Valuation Calculator The overlooked exit strategy: selling your agency to a team member… Natalie started as an employee in a boutique digital firm. When it got acquired by Volume Nine, she climbed the ranks the old-school way: by taking on every problem no one else would. Over time, she ran the company. Then COVID hit. The agency's revenue cratered. Clients disappeared. The founder wanted out. But instead of flipping to a stranger, he turned to Natalie. The "Oh Shit" Moment and the Deal That Followed When the founder came to Natalie with the offer to buy, he already had the groundwork laid. He'd called the bank, scoped out an SBA loan, and gave her a number. Natalie didn't have a pile of cash sitting around, but she did have grit, resourcefulness, and inside knowledge of the business. She didn't take the SBA route. Instead, she pieced together a creative financing stack: A HELOC for the down payment An owner-carry note A balloon payment at the end The company is paying for itself over time. No brokers. No middlemen. Just a fair, fast, founder-to-founder deal. Why This Worked (And Why Most Don't) Natalie had already been: Running the company Exposed to the numbers Made a co-owner years earlier This wasn't a random promotion. It was a trust-built, stress-tested evolution. And it mattered. Because when the deal closed, the culture didn't collapse. The clients stayed. The team believed. What if the best buyer for your agency is already on your team? If you're feeling done, but still care about your agency, selling to a team member might be the cleanest win. Here's how to set it up: Start grooming your #2 now. VP → President → Co-owner → Buyer. Expose them to EBITDA, profitability, client churn…. everything. Stress-test them: give scary responsibilities and see how they show up. Be fair. Don't squeeze every dime. The goal is continuity and peace of mind. Don't wait until you're burned out. Move before it's a fire drill. Agency ownership is a wild ride. If you're looking for a graceful exit that doesn't torch your legacy, this might be it. And if you're the #2? Start acting like the owner today. You never know when the keys will be offered. As Natalie said, "If you care about your team and the agency's legacy, you owe it to yourself to consider your employees as potential buyers. Even if they say no, at least you gave them a shot." Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
"No one's promised tomorrow." Host Laurie Barkman talks with Scott Arden, Chairman of Controllers Ltd and Managing Partner of Generational Wealth Solutions, about the intricacies of financial strategies for business owners. Controllers Limited focuses on advanced strategies for asset protection and generational wealth. Focusing on growth, succession planning, and the importance of legacy, Scott emphasizes the need for business owners to prepare for transitions, whether through exit strategies or succession planning, and highlights the significance of teaching financial literacy to future generations. The conversation also touches on the psychological aspects of business ownership and the value of experiences over mere accumulation of wealth. Key Insights Business owners often procrastinate on succession planning due to a false sense of security. Crucial to identify who will run the business in case of an owner's incapacitation. Protecting asset value can be as important as building asset value. Experiences and memories may be more valuable than simply accumulating wealth. Financial literacy is essential for future generations to manage inherited wealth. Engage the next generation in business operations or governance. Chapters 00:00 Introduction to Financial Strategies for Business Owners 02:35 Understanding Business Growth and Exit Strategies 05:28 The Importance of Succession Planning 10:30 Psychology of Business Transition and Legacy 14:34 Rethinking Wealth: Experiences Over Accumulation 17:19 Teaching Financial Literacy to Future Generations This Show Is Sponsored by The Business Transition Sherpa® Learn what every entrepreneur needs to know about building value and avoiding pitfalls!
In this episode of Millions Were Made, Jessica Marx and Brooke Dumas explore the critical role of exit strategy, succession planning, and incentive structures in maximizing business valuation and founder wealth.Far too many founders begin thinking about exit planning only when they are exhausted, disengaged, or already in conversations with a broker—resulting in hurried negotiations, lowered valuations, and limited personal financial outcomes.Jessica and Brooke outline a proactive approach designed to help founders prepare three to five years ahead of exit, strengthen operational infrastructure, and ensure the business can transfer value beyond the founder.They discuss:Why 99% of founders don't have an exit plan—and the risks that createsThe three primary outcomes for every business: shutdown, acquisition, or successionWhy broker valuations often overestimate value and how due diligence reshapes the numberHow operational, financial, and legal gaps erode business value during negotiationsThe link between founder dependency, scalability, and marketabilityHow small operational shifts can lead to significant increases in profitability and valuationWhy many acquisitions leave founders with minimal financial gainStructuring leadership roles—especially COO and CFO—to manage a future due diligence processWho should be part of exit planning—and why this information should not be disclosed to most employeesHow to maintain strategic momentum during an exit process to preserve leverageJessica emphasizes the importance of preparing for exit long before a transition is imminent. By doing so, founders gain optionality, negotiation strength, and the ability to exit on their preferred terms.If you are committed to building a business that creates wealth, impact, and long-term opportunity—this episode provides a strategic roadmap for preparing your company for a successful transfer of ownership.Mini-timeline00:00–00:52 — Why the Business Performance Audit was developed00:53–02:42 — Lack of exit plans among founders and associated risks02:43–04:23 — The three potential endpoints of a business04:24–05:24 — Why initial valuations are often inflated05:25–08:01 — The due diligence process and common pitfalls08:02–09:52 — Common outcomes of small business acquisitions09:53–11:25 — Defining peak performance and identifying profitability leaks11:26–12:51 — Legal and IP gaps that undermine valuation
Dimming The Gaslight: Our Healing Journey From Narcissistic Abuse
Sean survived the 2002 Bali Bombings and a car crash that shattered his pelvis—but nothing prepared him for the war inside his own home. A high-powered Tech CEO by day, Sean was living a nightmare by night with a wife who averaged 55 drinks a week and terrified their children.When his 16-year-old daughter whispered, "Mom is drunk-driving, she nearly killed me," Sean knew he had to act. He treated his divorce like a military operation: reading The Art of War, secretly moving documents to a storage unit, and spending $12,000 on a "fake" final holiday just to keep the peace before the extraction.The Aftermath: It wasn't just a breakup. It was a scorched-earth legal battle involving false allegations of sexual abuse that destroyed his reputation across two major cities.JOIN US ON DISCORD! Click here to join us on Patreon!For all things DTG, visit
Takeaways:The three-step process includes buy, finance, operate, and exit.Understanding your exit strategy is crucial for real estate success.Be intentional with your buy right criteria to ensure value addition.Market analysis is essential for determining property value and potential.Operational efficiency can significantly impact the success of a real estate investment.Financing options vary and should align with your investment strategy.Building a business mindset is key to successful real estate investing.Utilizing data and market insights can enhance decision-making.Exit strategies can include selling, refinancing, or holding properties long-term.Every real estate deal should be evaluated through a strategic lens. We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Selling your practice can look like a financial win—and still feel like a personal loss if you choose the wrong partner. In this episode, Brian Colao, one of the earliest architects of the DSO legal framework, unpacks what most dentists misunderstand about consolidation, private equity, and the true risks hiding behind "fair value" offers. With nearly three decades advising DSOs and representing more than 780 dental organizations, Brian brings rare clarity to a space filled with noise, fear, and half-truths. If you like this episode, here are more episodes we think you'll enjoy: Ep #571 - When The Practice Doesn't Need You Anymore – Dr. Dylan & Kelsey Everett Ep #550 - Every Dentist Must Master Leadership, Exit Strategies and Burnout – Dr. John Meis 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're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 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.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.This one gets real fast.If you have ever looked back at a trade and thought, “Why did I do that?” this video is probably going to hit a nerve. It starts with a hard lesson a lot of traders learn the expensive way selling options for pennies feels clever until the market reminds you that it does not care about your confidence. From there, it turns into a full breakdown of how to actually survive and thrive when silver, gold, and momentum trades start moving fast.Silver has been on an absolute tear, and that is exactly why this conversation matters right now. Making money on the way up is easy. Knowing when to stay in, when to scale out, and when to rotate without blowing yourself up is where most people fail. This video walks through that problem in plain English, without predictions, hype, or magical price targets.Instead of guessing tops or calling crashes, the focus is on structure. Market cycles. Trend confirmation. Letting price and math do the talking. You will see how the 10, 20, and 50 moving averages fit together, why buying strength beats buying dips, and how most traders sabotage themselves by reacting emotionally instead of following a plan.Midway through, the discussion shifts into silver specifically and why pricing silver relative to gold can matter more than pricing it in dollars. The gold to silver ratio becomes a tool, not a prediction. It is not about being right. It is about having a repeatable exit process that works even when the market gets wild.There is also a very honest look at live portfolio management. Real positions. Real numbers. Real decisions. No hiding behind hindsight or theory. Just how trades are managed when things are working and how exits are handled when conditions change.Here is what you will take away from this video:✅ Why most traders give back gains after big runs✅ How to stop selling winners too early out of fear✅ When it actually makes sense to lock in profits✅ How rolling options can reduce stress and risk✅ Why a written trading plan beats opinions every timeOne of the biggest themes throughout the video is mental discipline. Hope is not a strategy. Fear is not a strategy. Guessing is not a strategy. Having rules for entries, exits, and rotations is what separates professionals from people just reacting to candles on a screen.This is not about calling silver at a specific price or timing some perfect top. It is about staying invested while trends are working, stepping aside when they are not, and never letting ego make decisions for you. If you have ever struggled with exits, overtraded during volatility, or watched profits disappear because you froze, this breakdown will feel very familiar.Watch it with an open mind. Pay attention to the logic, not the noise. And start thinking about whether you actually have an exit plan or if you are just hoping things work out.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
Richard Piendak didn't just survive five decades in paving—he built, scaled, sold, and then kept working anyway. In this episode, Richard breaks down the hard-earned lessons most contractors only learn the expensive way: when to grow, when to slow down, and why simplicity beats size. If you're trying to build a business that actually lasts—and doesn't burn you out—this episode will hit home.Takeaways:✅ Scale exposes cracks – Growth doesn't fix problems; it magnifies them. Bad systems and weak leadership show up fast when you add people.✅ Employees make or break the business – Richard explains how treating crews like family (and testing skills, not resumes) built loyalty and consistency.✅ Debt isn't the enemy—bad decisions are – He shares how avoiding smart debt early slowed growth, and what he'd do differently today.✅ Build to sell, even if you never do – Clean books, solid processes, and real leadership are what made his exit possible.✅ Be a warrior, not a worrier – One mindset shift that carried him through recessions, oil embargoes, and 20% interest rates.Why It Matters:This episode is a masterclass for excavation, paving, and hardscape owners who want long-term stability—not just more jobs and more headaches.Links:➡️ Check out Richard's Paving Inc Facebook Page: https://www.facebook.com/KingofPaving➡️ Shop Attachments: Build your business with the right attachments. https://www.skidsteernation.com➡️ Marketing Help: Marketing built for blue-collar contractors. https://getthrottledup.com/
Welcome to the Total Wealth Academy video podcast! In this episode, Steve Davis and Darel Daik (Noble Mortgage) discuss essential financial management techniques, emphasizing the importance of a well-defined exit strategy for business investments. They highlight the importance of patience and alternative approaches for asset management and achieving overall financial freedom. Tune in to boost your financial literacy and learn how to invest effectively!
Have questions? Send me a text hereOne choice. Two options. What would you choose: guaranteed wealth TODAY or a risky gamble that could make you the richest person alive? Is it better to be safe than sorry? That's the discussion today when we talk about this true story that came down to a choice. What would you have done? In hindsight it's easy to make the right choice. But is there really a wrong choice? That's the world of the entrepreneur. The choices we make change lives- one way or another.I would love to hear from you. Send me a text message by clicking the link above this description. You can ask a question, leave a comment or just say hello. I look forward to hearing from you!Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe! DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue's channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.
Korey sits down with Jason Jones, co-owner of Aspen Tree Service, to discuss his 30+ year career in the industry. In this episode Korey and Jason continue along the discussion of tree business exit strategies. Jason shares his own experience, as an owner, of those exit strategies. He discusses the sale of his first company and his most recent merger and partnership of Aspen Tree Service company with SavATree. Jason shares what he's learned from the two experiences and shines some light on the decision making process for an exit strategy. Namely how to properly value your business and other key factors to consider. For more on Aspen Tree Service you can visit their website https://myaspentree.com/ To contact Jason, you can reach out via email at jasonjones@savatree.comIf you enjoyed the podcast please rate, review, subscribe and tell a fellow tree lover! Send your questions or topics you would like us to discuss to info@discoveringforestrypodcast.com.Be sure to follow us on all your favorite social media platforms!Twitter/X: @DisForestryPodInstagram: @discovering_forestryFacebook: Discovering ForestryYouTube: @discoveringforestry6905LinkedIn: Discovering Forestry PodcastMusic credit: Cool Tools Music Video - "Timber" Muzaproduction “Sport Rock Logo 1”Hosted by: Joe Aiken & Korey LofyProduced by: Nico ManganielloArtwork by: Cara Markiewicz & Nico Manganiello
Scott Bushkie has facilitated over $2 billion in business sales—and he's seen it all. From founders accepting lowball offers to sellers leaving millions on the table because they didn't prepare, Scott breaks down exactly what it takes to maximize your exit. In this episode, we cover: ✅ Why most business owners are worth 30-40% LESS than they think ✅ The "$500K mistake" that could have been avoided with simple tax planning ✅ How to turn an unsolicited $31M offer into a $51.3M sale using POMO™ (Power of Multiple Options) ✅ The 3-legged stool framework: Real Market Value → Net Number → Lifestyle Number ✅ Why knowing your business value means nothing if you don't know what you'll NET ✅ The biggest red flags that kill business valuations (customer concentration, owner dependency, etc.) ✅ How AI is transforming M&A and what sellers need to know NOW Scott's no-BS approach to exit strategy will change how you think about building and selling your business. Whether you're planning to exit in 2 years or 20 years, this conversation is packed with actionable insights that could literally save (or make) you millions. About Scott Bushkie: Scott is the Founder & Managing Partner of Cornerstone Business Services, one of the most respected M&A advisory firms in the lower middle market. With 27+ years of experience and hundreds of successful exits under his belt, Scott has built a national network of 70,000 financial advisors, 300+ business coaches, and 75 CPA firms—all focused on helping entrepreneurs exit right. He's the creator of the proprietary Assurance 360™ process that creates competitive bidding environments and the POMO™ framework that ensures sellers never leave money on the table.
In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss:Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026Creative deal structures that balance immediate DPI generation with long-term value creation opportunitiesStrategic investment themes including digital infrastructure, value-based healthcare, and onshoring trendsIf you enjoy the episode, check out BDO's 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.
What happened to carbon accounting? (Spoiler: Nobody cares anymore)In this episode of Bricks, Bucks & Bytes, Owen, Martin, Dustin, and Patric dive into the rise and fall of carbon accounting in construction, why Autodesk's big bet didn't pan out, and what it reveals about the gap between tech hype and real-world adoption.In this episode:The carbon accounting boom that went bust—and why the U.S. construction industry never really caredPatric's hilarious "Frankenstein scale" metaphor that perfectly captures the absurdity of pre-construction carbon trackingCIV Robotics founder Tom Yeshurun on why they killed their drone product and how they're now doing 5,000+ layout points per dayThe construction tech IPO everyone's watching (and what it means for the industry)BREAKING: PlanGrid founders Tracy Young and Ralph Gootee just got acquired again—Lennar Homes buys their new company Tiger EyeKey quote: "When I was at Autodesk, they were very big on carbon accounting and everything would be front and center of every project by now... At least in the U.S., they don't really care about it. It's just the fact." — Dustin DevanPlus: Why construction roles are "booming" (or are they?), what AI agent is helping build the next Siri, and an invite to Ediphi's Agent-a-thon in San Francisco on January 23rd.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coChapters00:00 Intro00:53 Introduction to Carbon Accounting 03:36 Understanding Carbon Accounting and Its Importance 05:46 Challenges in Carbon Accounting for Construction 10:38 Investigative Insights on Carbon Credits 20:05 The Acquisition of Plan A by Diginex 26:19 Incentives and Exit Strategies 27:05 Apple's AI Strategy: A Cautious Approach 29:07 The Value of Waiting in Tech Development 31:05 The Role of Employee Retention in Tech Companies 36:58 OpenAI and Competitive Reactions 43:41 EquipmentShare's IPO and Business Model Insights 53:18 Understanding Financial Metrics for Tech Companies 54:40 The Challenges of Financial Forecasting 58:26 Innovations in Construction: Civ Robotics' Approach 01:08:01 Future Directions and Exit Strategies for Startups
SCP 835 is a mass of coral-like polyps. Individual polyps are larger than any known coral species, and most have grown to more than one meter in diameter. Content Warnings: End of the world, Gun violence, Foul language, Body horror, thalassophobia, Humans swallowed whole, Infectious diseases, Alcohol abuse PatronsIcecreamtruck56, Jed Linafelt, Jacob Watt, Tyke Arbon, DownWithTheThickness3425, Titian Vermin, Nikkyb5y, DatKat, Zazo, Sylas ONeil, Tristan Wentworth, Jacob Jordan, and Max Cast & Crew SCP Archives was created by Pacific S. Obadiah & Jon GrilzSCP-835 was written by by Dr Gears and DrClef,Exit Strategy was written by SpoonOfEvilScript by Kevin WhitlockNarrator - Nate DufortLt. Campbell - Erika SandersonPodcaster - Chris Harris-BeecheyPundit - Brandon P. JenkinsDoctor - Hannah SchoonerNewscaster - Kale BrownScientist - Madeline Moore Dialogue Editor - Sam StarkArt - Eduardo Valdés-HeviaMusic- Newt SchottelkotteTheme Song- Mattie Roi BergerSound Designer - Brad ColbroockShowrunner - Daisy McNamaraCreative Director - Pacific S. ObadiahExecutive Producer - Tom Owen Presented by Bloody FMwww.Bloody-Disgusting.comwww.SCParchives.com Patreon: https://www.patreon.com/scp_podStore: https://store.dftba.com/collections/scp-archivesInstagram: https://www.instagram.com/scp_pod/Bluesky: https://bsky.app/profile/scparchives.bsky.socialDiscord: https://discord.gg/tJEeNUzeZXTikTok: https://www.tiktok.com/@scppodYouTube: https://www.youtube.com/c/scparchives Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of "The Free Lawyer" podcast, host Gary interviews M&A advisor David Shavzin about how lawyers can prepare their firms for sale or transition. David explains the importance of reducing owner dependency, improving productivity, and building sustainable marketing systems to increase a law firm's value. They discuss strategies for gradual exits, the emotional challenges of leaving a practice, and the need for early planning. David also highlights the value of revenue diversification and assembling a trusted advisory team. The episode offers practical advice for lawyers seeking freedom while preserving their professional legacy.David is an M&A Advisor and Exit Strategist who truly understands what business owners go through when they start thinking about their exit strategy and the real value of what they have built.What makes David stand out is his rare combination of deep M&A transaction experience, strategic planning expertise, and business valuation knowledge. He founded The Value Track to help owners understand and grow their company's value — whether they are planning to exit in two years or ten.He does not just focus on the sale - he helps owners look 3–5 years ahead and build value systematically. It is a practical, forward-looking perspective that most business owners will benefit from, whether or not they are actively thinking about an exit.David's Background and Human Element in Exits (00:01:07) Learning the Importance of Personal Conversations (00:02:27) What Makes a Law Firm Sellable? (00:04:50) Myths vs. Reality of Selling a Law Firm (00:08:12) Optimizing Value and Owner Irrelevance (00:09:40)Productivity, Process, and Marketing Systems (00:12:31)Building a Marketing Machine (00:13:35) The Buyer's Perspective and Value Multipliers (00:15:05) Team Quality and Internal Dynamics (00:17:31) TPersonal Goodwill vs. Enterprise Goodwill (00:20:08) Deal Structures for Gradual Transition (00:22:12) When to Start Exit Planning (00:23:53) Cost of Waiting Too Long (00:25:18) Navigating Post-Sale Identity Crisis (00:26:11) Strategic Exit Planning for Freedom (00:28:12) Most Overlooked Value Creation Strategy (00:29:37) First Steps for Lawyers Considering Exit (00:31:58) Take The Free Lawyer Assessment (10 minutes, completely free):https://www.garymiles.net/the-free-lawyer-assessmentWhat you'll get immediately:✓ Your Professional Freedom Score (out of 300 points)✓ Breakdown across Internal Authority, Sustainable Excellence, and Authentic Practice✓ Personalized action plan in your inbox✓ Specific steps you can take this weekWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free
From process consultant to helping businesses increase their enterprise value through systematization, Adi Klevit shares proven strategies for documenting operations, preparing companies for successful exits, and ensuring post-merger integrations don't fall apart. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Adi Klevit, founder of Business Success Consulting Group, who has spent over 30 years helping entrepreneurs bring order to their operations. Adi hosts the Systems Simplified podcast and contributes articles to Inc.com. WHAT YOU'LL LEARN: In this episode, you'll discover how documented processes dramatically increase enterprise value when selling a business, why buyers light up when they realize they're purchasing a system rather than just a company, and the concept of "unconscious competence" that keeps valuable knowledge trapped in entrepreneurs' heads. Adi shares how to extract hidden systems behind your natural talents, why entrepreneurs resist systematization even though it creates freedom, and how to get teams to actually follow documented processes. You'll also learn how process documentation complements entrepreneurial operating systems like EOS and Scaling Up, what breaks down in post-merger integration when documentation doesn't exist, and why AI is a powerful tool but cannot replace human judgment. ADI'S JOURNEY: Adi started a tutoring business in 9th grade that grew entirely through referrals, teaching her early lessons about balancing promotion with delivery. After working as VP of Marketing at an international consulting company, she launched her own firm when partnership wasn't available. As a general business consultant, she kept telling clients they needed documented processes, and nothing would happen. Finally, she offered to do it for them, and a niche was born. KEY INSIGHTS: A painting company owner documented all their processes with Adi's help. When he went to sell, the buyer's eyes lit up because he realized he wasn't just buying a painting company. He was buying a complete system and operation. On the flip side, Adi recently got a call from someone who bought a company with 60 employees and nothing documented. If everyone quit tomorrow, he would have no idea how to run what he just purchased. EOS implementers are Adi's biggest referral source because operating systems tell you that you need documented processes but don't create them for you. Adi's firm serves as a fractional process team that does the implementation work entrepreneurs keep pushing off. Too many people think deals are done when documents are signed. Adi works with companies that grow through acquisition, helping them bring new employees up to speed on unified systems. Even when both companies have good systems independently, those systems differ. Integration work determines whether the combined entity functions as one or remains two disconnected operations. For Adi, freedom means the ability to create. The systems she builds generate the freedom she values. Perfect for business owners preparing for exits, entrepreneurs struggling to extract knowledge from their heads, and acquirers concerned about post-merger integration. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/adiklevit FOR MORE ON ADI KLEVIT: https://www.bizsuccesscg.com https://www.linkedin.com/in/adiklevit/ https://www.successreplicator.com FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps: [00:00] - Introduction: Adi Klevit's journey from childhood entrepreneur to process consultant [09:13] - Starting a tutoring business in 9th grade and learning about business cycles [15:22] - How passion for systematization developed through frustration with clients [18:31] - The painting company story: Buyers purchasing systems, not just businesses [22:04] - Corey's business development system he didn't know he had [26:37] - Getting teams to actually follow documented processes [34:05] - How process documentation complements EOS and other operating systems [38:56] - Post-merger integration: Where good deals go to die [46:26] - Which business areas prove most problematic in integration [51:03] - Why AI cannot replace human judgment in process work [52:56] - Freedom as the ability to create through systems Guest Bio: Adi Klevit is passionate about helping businesses bring order to their operations. With over 30 years of experience as a process consultant, executive, and entrepreneur, she is an expert at making the complex simple. Adi founded Business Success Consulting Group after recognizing that entrepreneurs needed someone to actually do the documentation work they kept putting off. She has been featured on numerous podcasts and delivered many webinars and live workshops sharing her insights on systemizing a business. She hosts the Systems Simplified podcast and publishes a weekly blog, with articles appearing in Inc.com. Known for turning what some see as a dry topic into something fun and practical, Adi shows audiences how to document, implement, and maintain systems that really work. Host Bio: Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description: Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes: Episode 337 - Mastering Post-Merger Integration with Jonathan Gardner: Explore how integration teams need authority and cross-functional participation to succeed after deals close. Episode 330 - From Operator to Owner: Business Freedom with Pete Mohr: Discover why being exit-ready creates freedom whether or not you plan to sell. Episode 341 - Avoid Major Scaling Mistakes with Robert Levin: Learn how sustainable growth strategies prevent the chaos that makes systematization essential. Episode 325 - ESOPs as Exit Strategy with Kelly Finnell: Understand alternative exit structures that preserve company culture and employee relationships. Episode 332 - The Art of Lucrative Exits and Business Growth with John Martinka: Master the fundamentals of preparing businesses for successful exits. Episode 333 - How to Franchise Your Business the Right Way with Greg Mohr: Learn how documented systems enable business replication and growth. Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow Adi Klevit: LinkedIn: https://www.linkedin.com/in/adiklevit/ Company: https://www.bizsuccesscg.com E-Book: https://www.successreplicator.com Keywords/Tags: business systematization, process documentation, enterprise value, exit preparation, post-merger integration, unconscious competence, scaling businesses, EOS implementation, operational systems, business processes, M&A integration, due diligence, business valuation, entrepreneur freedom, knowledge transfer, team training, business operations, deal readiness, exit strategy, business consulting
In this episode, we explore the best strategies for selling your e-commerce business and avoiding common mistakes that lower deal value.Frank Kosarek, Co-founder of BizPort, explains how to prepare for a successful exit by getting your finances and operations in order. He shares tips on finding the right time to sell, understanding what buyers look for, and using a simple formula to value your brand. Frank also talks about common deal structures and how his team uses AI to make selling faster and cheaper.Topics discussed in this episode: Why investor demand for e-commerce remains strong. What two factors signal the best time to sell. What profit margins make brands more investable. How documentation gaps destroy potential deal value. How seller financing and earn-outs impact deals. What revenue levels change valuation multiples. How to prove brand equity with search data. How AI streamlines the business listing process. Links & Resources Website: https://biz-port.com/LinkedIn: https://www.linkedin.com/in/frank-kosarek-496929b0/Get access to more free resources by visiting the show notes at https://tinyurl.com/5n8sjadu______________________________________________________ LOVE THE SHOW? HERE ARE THE NEXT STEPS! Follow the podcast to get every bonus episode. Tap follow now and don't miss out! Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/ Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak Partner with us: https://ecommercecoffeebreak.com/partner-with-us/
In this episode of Exit Strategy, host Stephanie Garry speaks with Mary Lou Falcone about her powerful book and companion documentary exploring love, caregiving, and loss at the end of life. In I Didn't See It Coming, Mary Lou shares the personal journey that led her to document an intimate end-of-life experience, and how storytelling […] The post Bearing Witness: Mary Lou Falcone on Love, Loss, and Legacy appeared first on Plaza Jewish Community Chapel.
Korey and Joe sit down with Greg Carbone, VP of commercial Accounts for Bartlett Tree Experts, to discuss the importance of having a succession plan in place for tree care business. The guys and Greg discuss what different exit plans and strategies are available for business owners and people in the tree care industry. Greg also shares the different ways in which Bartlett is helping to provide succession plans to those in the tree care industry. For more information on Bartlett's work you can contact Greg at Gcarbone@bartlett.com. If you enjoyed the podcast please rate, review, subscribe and tell a fellow tree lover! Send your questions or topics you would like us to discuss to info@discoveringforestrypodcast.com.Be sure to follow us on all your favorite social media platforms!Twitter/X: @DisForestryPodInstagram: @discovering_forestryFacebook: Discovering ForestryYouTube: @discoveringforestry6905LinkedIn: Discovering Forestry PodcastMusic credit: Cool Tools Music Video - "Timber" Muzaproduction “Sport Rock Logo 1”Hosted by: Joe Aiken & Korey LofyProduced by: Nico ManganielloArtwork by: Cara Markiewicz & Nico Manganiello
After investing decades of time and energy into building a business, when the day finally comes to cash in on that hard work, many are shocked to find that they've vastly overestimated their business' market value and are unprepared for the financial and psychological shift ahead. Nathan discusses strategies for preparing your business for sale, including boosting your valuation, succession planning, and transitioning to life after the hustle. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/2/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
In this episode of Talk Law Radio, host Todd Marquardt brings together trusted voices in finance, law, and public service to help listeners uncover hidden legal and financial blind spots—and start the new year with clarity and confidence.
There's something strange about founders who built their entire business on open source software and open standards, then turn around and say you should lock customers in as hard as possible. I think that's a horrible practice—and counterintuitively, making it easy to leave actually makes people stay longer. Today I'm making the case for frictionless import and export, with real examples from PermanentLink and lessons from Fathom Analytics, and why informed choice beats artificial lock-in every time.This episode of The Bootstraped Founder is sponsored by Paddle.comThe blog post: https://thebootstrappedfounder.com/the-case-against-vendor-lock-in-why-easy-exit-means-better-retention/ The podcast episode: https://tbf.fm/episodes/430-the-case-against-vendor-lock-in-why-easy-exit-means-better-retention Check out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
What does it really take to leave a narcissistic relationship—without losing your finances, your children, or yourself? In this powerful episode of Surviving Roots, I sit down with Camille Zhuk, founder of The Breaking Free Project, a strategic support platform designed to help individuals—especially parents—safely exit narcissistic relationships. With a background in business and finance and specialized training in narcissistic abuse recovery, coercive control, domestic violence advocacy, and behavioral profiling, Camille offers something rare: clear, logical strategy paired with deep compassion—without pretending to be a therapist. In this conversation, we unpack: How to protect your finances when leaving a narcissistic spouse Why you must plan quietly—and what happens if you don't How to protect children from emotional harm and parental alienation The importance of evidence documentation and legal strategy Early red flags like mirroring, moving too fast, and refusal to accept "no" Why calm and control—not confrontation—are your greatest tools This episode is not about labels or trends. It's about education, safety, and reclaiming your peace. If you're asking yourself, "Am I married to a narcissist?" Camille also shares a free first step: you can take an assessment on their website to help you identify narcissistic patterns and clarify what you're dealing with.
In Round 103 of the Tactical Transition Tips on the Transition Drill Podcast, some mornings you wake up and you're already behind, not on tasks, but in your head. The list isn't a list anymore. It's a pile. Career decisions collide with money decisions. Money decisions collide with family pressure. Family pressure collides with location, timing, and the question you keep dodging: what happens when your current lane ends.This episode is about transition overload, what it actually is, how it sneaks in, and why it's dangerous even when you're still performing well. Transition overload isn't being busy. It's too many major decisions competing for the same mental space at the same time. When that happens, you don't just feel tired. Your judgment gets less accurate. You start bouncing between tasks, chasing quick relief instead of clear outcomes. You either rush decisions to collapse the pile, avoid decisions by staying in research mode, or do a little of everything and finish nothing.The point here isn't to grind harder. It's to protect decision quality. Because the quiet risk of overload is the quiet decision. The one you make just to reduce uncertainty. The one that turns into a path you didn't fully choose.This episode breaks down the difference between pressure with order and pressure without order, and why the second one feels endless. It also gives you three practical moves based on your timeline, so you can keep your transition deliberate instead of reactive.Close Range Group (transitioning within a year): Sequence Your Transition, Don't Pile It.Pick one primary lane for the next 60 to 90 days and put everything else in maintenance mode so you stop burning bandwidth on competing priorities.Medium Range Group (transitioning in 3 to 5 years): Reassess Your “Wish” List.Write out the expectations you've been carrying and renegotiate what still fits so you don't build a future plan around an outdated version of yourself.Long Range Group (transitioning in a decade or more): Put Buffers in Place to Avoid Panic Choices.Build financial, skill, and personal buffers now so future decisions don't get made under threat when timelines change fast.If you've felt friction instead of focus, this episode will help you spot what's happening and slow the pile down before it shrinks your options.Get additional resources and join our newsletter via the link in the show notes.CONNECT WITH THE PODCAST:IG: https://www.instagram.com/paulpantani/WEBSITE: https://www.transitiondrillpodcast.comLinkedIn: https://www.linkedin.com/in/paulpantani/SIGN-UP FOR THE NEWSLETTER:https://transitiondrillpodcast.com/home#aboutQUESTIONS OR COMMENTS:paul@transitiondrillpodcast.comSPONSORS:Frontline OpticsGet 10% off your purchaseLink: https://frontlineoptics.comPromocode: Transition10GRND CollectiveGet 15% off your purchaseLink: https://thegrndcollective.com/Promo Code: TRANSITION15
In this episode of Sexy Marriage Radio, Pam and I discuss the importance of recognizing and addressing communication shutdowns in relationships. They explore various strategies that individuals use to avoid uncomfortable conversations, such as minimizing issues, fix-it modes, stonewalling, and scorekeeping. The conversation emphasizes the need for self-awareness and the courage to confront personal communication patterns to foster healthier relationships. As the New Year approaches, they also introduce the concept of setting resolutions through three meaningful words, encouraging listeners to reflect on their growth and interactions in the coming year. Enjoy the show! Sponsors … Academy: Join the Academy and go deeper. https://smr.fm/academy The post Exit Strategies #760 first appeared on Sexy Marriage Radio.
WEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7FOLLOW US:https://www.facebook.com/share/g/16XJMvMbVo/https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.com"Episode 290: How Two Friends Built A Successful STR Business"https://youtu.be/hFvQipa7FlcChapters00:00:00 The Dynamics of Partnerships with Friends and Family00:10:08 Setting Clear Expectations in Business Ventures00:20:04 Navigating Usage Rights in Shared Properties00:29:57 Exit Strategies and Maintaining Relationships
The holiday season presents unique social challenges. This episode offers essential survival strategies for navigating gatherings without compromise. Coaches Jason and Matt dive into the critical nature of pre-planning: setting clear boundaries (even with family members who try to trigger you), having a guaranteed exit strategy, and ensuring you have your non-alcoholic placebo drinks prepared. Learn how to overcome the people-pleasing pattern and consciously align your behavior with your values, even when faced with the social pressure of bringing the "attractively packaged poison" as a gift. Download my FREE guide: The Alcohol Freedom Formula For Over 30s Entrepreneurs & High Performers: https://social.alcoholfreelifestyle.com/podcast ★ - Learn more about Project 90: www.alcoholfreelifestyle.com/Project90 ★ - (Accountability & Support) Speak verbally to a certified Alcohol-Free Lifestyle coach to see if, or how, we could support you having a better relationship with alcohol: https://www.alcoholfreelifestyle.com/schedule ★ - The wait is over – My new book "CLEAR" is now available. Get your copy here: https://www.alcoholfreelifestyle.com/clear
In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick discusses his 40-year investment journey, highlighting his approach to oil stock allocation. He explains his strategy of persistence, tenacity, and focusing on high-quality people. Rick reveals his preferences for US and Canadian oil stocks, providing specific stocks he holds in his portfolio. He also touches on his views on opportunity cost, the importance of valuation, and his personal rules for investing in junior miners. Additionally, Rick discusses his thoughts on the precious metals sector, government involvement in private industry, and future investment plans. The episode concludes with insights into the Rule Symposium and its value for investors. 00:00 Introduction 00:41 Rick Rule on Investment Strategies 03:23 The Hate Trade Strategy 04:57 Valuation and Selling Strategies 07:44 Opportunity Cost and Market Predictions 11:25 Common Mistakes in Speculation 17:38 The Role of Newsletter Writers 25:30 Government Funding and Market Impact 29:16 Rick's Exit Strategy with Sprott 29:36 Sprott's Unique Investment Opportunities 30:58 Rick's Stock Transactions and Regulatory Challenges 31:39 Sprott's Future and Market Growth 34:05 Rick's Permanent Portfolio Holdings 37:24 Rick's Oil Investments and Preferences 42:49 Merging Companies in the Precious Metals Sector 45:32 Fresnillo's Strategic Moves Beyond Mexico 49:49 Rick's Insights on Mexican Mining Operations 50:50 Rick's Symposium and Free Resources 54:48 Conclusion and Final Thoughts Rule Symposium July 6-10 in Boca Rotan, FL: https://events.ringcentral.com/events/2026-rule-symposium/registration If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
The Vetting Failure and the Lack of an Exit Strategy in Afghanistan: Colleagues Husain Haqqani and Bill Roggioexplain that the chaotic withdrawal from Afghanistan was exacerbated by the lack of a methodical exit strategy, unlike the British who organized their departure and evacuation lists well in advance; critics argue that the U.S. imported significant security risks by rushing the evacuation, bringing in over 100,000 Afghans without adequate vetting, and while there was a moral obligation to help those who served, experts suggest that wholesale importation of citizens from a war-torn country was not the only solution and that better vetting or resettlement in third countries should have been considered. 1890
SHOW 12-8-2025 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1895 KHYBER PASS THE SHOW BEGINS IN THE DOUBTS ABOUT THE FEDERAL RESERVE BOARD OF GOVERNORS. FIRST HOUR 9-915 The DC Shooter, the Zero Units, and the Tragedy of the Afghan Withdrawal: Colleagues Husain Haqqani and Bill Roggio discuss recent violence in Washington, D.C. involving an Afghan immigrant that has drawn attention back to the chaotic U.S. withdrawal from Afghanistan in 2021; the shooter, Ramanula Lakanal, was a member of the elite "Zero Units" of the Afghan National Army, a force that demanded priority evacuation for their families in exchange for providing security at the Kabul airport during the U.S. retreat, and while these units were stalwart allies against enemies like al-Qaeda and ISIS, they fought a "dirty war" and were accused of human rights violations, highlighting the broader failure of the withdrawal which occurred because political will faded across multiple administrations. 915-930 The Vetting Failure and the Lack of an Exit Strategy in Afghanistan: Colleagues Husain Haqqani and Bill Roggioexplain that the chaotic withdrawal from Afghanistan was exacerbated by the lack of a methodical exit strategy, unlike the British who organized their departure and evacuation lists well in advance; critics argue that the U.S. imported significant security risks by rushing the evacuation, bringing in over 100,000 Afghans without adequate vetting, and while there was a moral obligation to help those who served, experts suggest that wholesale importation of citizens from a war-torn country was not the only solution and that better vetting or resettlement in third countries should have been considered. 930-945 Martial Law in South Korea and the Shadow of the North: Colleagues Morse Tan and Gordon Chang discuss South Korea facing severe political turmoil following President Yoon's declaration of martial law, a move his supporters argue was a constitutional response to obstructionist anti-state forces; the opposition, led by figures previously sympathetic to North Korea, has been accused of attempting to paralyze the government, while accusations of "insurrection" against President Yoon are dismissed as nonsensical, with the political infighting fracturing the conservative party and leaving South Korea vulnerable to the North Korean regime in a way not seen since the Korean War. 945-1000 Japan Stands Up for Taiwan While Canada Demurs: Colleagues Charles Burton and Gordon Chang report that Japanese Prime Minister Takaichi recently declared that a Chinese invasion of Taiwan would be a "survival threatening situation" for Japan, authorizing the mobilization of self-defense forces; this statement has triggered a massive propaganda campaign from Beijing demanding a retraction, as a successful invasion of Taiwan would likely require violating Japanese sovereignty, while in contrast Canada remains reluctant to support Tokyo or criticize Beijing, hoping to secure trade benefits and diversify exports away from the U.S., leaving Japan isolated by its allies. SECOND HOUR 10-1015 The Survival of UNRWA and the Flow of Terror Finance: Colleagues Malcolm Hoenlein and Thaddeus McCotterreport that despite investigations revealing corruption and ties to terrorism, the UN has renewed the mandate for UNRWA for another three years; the organization's facilities have been used by Hamas and its schools have been implicated in radicalizing children, yet international efforts to replace it have stalled, while Hamas leadership refuses to disarm or accept international oversight, demanding a Palestinian state as a precondition for any change, with financial support for terror groups continuing to flow through networks in Europe and the Middle East. 1015-1030 Greece's "Achilles Shield" and Israel's Iron Beam Laser Defense: Colleagues Malcolm Hoenlein and Thaddeus McCotter report that Greece is undertaking a historic modernization of its armed forces, unveiling a new national defense strategy focused on long-range missiles and a modernized air defense system dubbed "Achilles Shield," allowing Greece to project power more flexibly in the Eastern Mediterranean and counter threats from Turkey; in Israel, a major defensive breakthrough is imminent with the deployment of the "Iron Beam," a laser defense system capable of intercepting threats at approximately $50 per shot, expected to rewrite the rules of air defense by effectively countering drone swarms and missiles. 1030-1045 Hezbollah's Quiet Regeneration Under Naim Qassem: Colleagues David Daoud and Bill Roggio report that since the ceasefire began, Hezbollah has received at least $2 billion from Iran and is actively rearming and regenerating its forces in Lebanon; the terror group is focusing on acquiring drone swarms and other asymmetrical weapons that are cheap to produce and difficult for Israel to counter, while Hezbollah's new leader Naim Qassem is leveraging his "bookish" and underestimated persona to lower the temperature and allow the group to rebuild without attracting the same level of scrutiny as his predecessor. 1045-1100 Fragmentation in Yemen: The Southern Transitional Council Advances: Colleagues Bridget Tumi and Bill Roggio report that the civil war in Yemen is fracturing further as the Southern Transitional Council, which advocates for southern secession, advances into eastern governorates to secure territory and combat smuggling; this move has heightened tensions within the anti-Houthi coalition, as the STC is backed by the UAE while other government factions are supported by Saudi Arabia, weakening the collective effort against the Houthis who control the capital Sanaa and maintain ambitions to conquer the entire country. THIRD HOUR 1100-1115 The Druze National Guard and Internal Strife in Southern Syria: Colleagues Ahmad Sharawi and Bill Roggio report that instability is growing in Syria's Druze-majority Suwayda province, where a newly formed "National Guard" militia has begun arresting and killing political opponents; the militia is spiritually guided by Sheikh Hikmat al-Hijri, who has consolidated power by sidelining other Druze leaders who were open to reconciliation with the Assad regime, with Turkey expressing support for the anti-Assad Druze factions against both the Syrian government and Kurdish forces, while recent violence suggests a hardening of anti-regime sentiment. 1115-1130 The "Variable Geometry" of the Muslim Brotherhood and Its Global Affiliates: Colleagues Edmund Fitton-Brown and Bill Roggio explain that the Muslim Brotherhood operates as a "mothership" for various Islamist movements, utilizing a strategy of "variable geometry" to adapt to local political environments while aiming for a global caliphate; Hamas functions as the Palestinian branch of the Brotherhood and despite being severely damaged by the war with Israel remains the dominant force in Gaza, with the Brotherhood finding state sponsorship primarily in Qatar, which provides funding and media support via Al Jazeera, and Turkey, where President Erdogan acts as a leader for the organization. 1130-1145 Ukraine Negotiations Hit a Cul-de-Sac Amidst Infiltration Tactics: Colleagues John Hardie and Bill Roggio report that peace talks regarding Ukraine are currently at a standstill, with the U.S. and Ukraine at odds over Russia's demands for territory in the Donbas versus Ukraine's need for meaningful security guarantees; while the U.S. has pressured Ukraine to concede territory, the security assurances offered are viewed skeptically by Kyiv, and Russia refuses to accept any Western military presence in Ukraine, while on the battlefield Russia employs infiltration tactics using small groups, sometimes single soldiers, to penetrate deep into Ukrainian positions. 1145-1200 The Trump Corollary: Reviving the Monroe Doctrine in Latin America: Colleague Ernesto Araújo discusses a new "Trump corollary" to the Monroe Doctrine reshaping U.S. policy in the Americas, signaling a more assertive stance against foreign influence and authoritarian regimes; this shift is evident in Venezuela, where President Maduro appears to be negotiating his exit in the face of U.S. pressure, while in Brazil the administration of Lula da Silva faces significant instability due to a massive banking scandal linking the government to money laundering and organized crime, with the new application of the Monroe Doctrine suggesting the U.S. will favor political figures aligned with its security strategy. FOURTH HOUR 12-1215 Devil's Advocates: Robert Stryk, Rudy Giuliani, and the Business of Influence: Colleague Kenneth P. Vogel discusses how in the power vacuum created by Donald Trump's arrival in Washington, unconventional lobbyists like Robert Stryk rose to prominence by marketing access to the new administration; Stryk, described as an "anti-hero" with a checkered business past, hosted a lavish event at the Hay-Adams Hotel to legitimize the regime of Joseph Kabila of the Democratic Republic of Congo, successfully delivering Rudy Giuliani as Trump's personal attorney, signaling a new informal channel for foreign diplomacy and highlighting how foreign regimes utilized large sums of money and unconventional intermediaries to seek favor. 1215-1230 The Accidental Diplomat: Robert Stryk and the New Zealand Connection: Colleague Kenneth P. Vogel explains that Robert Stryk's rise in the lobbying world was fueled by serendipity and bold bluffs, exemplified by a chance encounter with a New Zealand diplomat at a cafe; the diplomat revealed that New Zealand, having prepared for a Clinton victory, had no contacts within the incoming Trump team and could not arrange a congratulatory call between their Prime Minister and the President-elect, and Stryk, leveraging a connection to a former Trump campaign field director, provided a phone number that successfully connected the embassy to Trump's team, establishing his credibility and launching his career in high-stakes foreign lobbying. 1230-1245 Hunter Biden, Chinese Spies, and the Monetization of Political Connections: Colleague Kenneth P. Vogel reports that following his father's departure from the vice presidency, Hunter Biden faced financial pressure and sought lucrative foreign clients, leading to risky entanglements; one venture involved a corrupt Romanian real estate magnate who hired Hunter along with former FBI Director Louis Freeh and Rudy Giuliani to resolve his legal troubles, with the proposed solution involving selling land including the site of the U.S. Embassy in Romania to a Chinese state-linked fund, and Hunter Biden was aware of the nature of his associates, referring to one as the "spy chief of China." 1245-100 AM FARA: From Fighting Nazi Propaganda to Modern Transparency: Colleague Kenneth P. Vogel explains that the Foreign Agents Registration Act was originally enacted in 1938 to counter Nazi propaganda in the United States before World War II; at the time, the Third Reich was paying well-connected American consultants to whitewash Hitler's image and keep the U.S. out of the war, operating without public knowledge, and Congress passed FARA to create transparency, requiring those paid by foreign principals to influence the U.S. government or media to register their activities, with the law remaining today the primary vehicle for accountability in foreign lobbying
In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth's Head of Private Wealth Strategies, about smart planning before selling a business—covering tax-saving strategies, timing, emotional readiness, and more. Then, a caller shares how he sold his startup for $1.2 million, while another longtime educator seeks guidance on managing a $317,000 lump sum. Whether you're prepping for a sale or figuring out your next big financial step, this episode is full of practical advice to help you sharpen your business exit strategy, minimize taxes, and take control of your financial future. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
The Jack Carr Book Club November 2025 Selection: EXIT STRATEGY by #1 New York Times bestselling author Lee Child & Andrew Child.Jack Reacher will make three stops today. Not all of them were planned.In EXIT STRATEGY, the blockbuster new Jack Reacher thriller from #1 New York Times bestselling authors Lee Child and Andrew Child, Reacher once again finds himself in the crosshairs of a mystery that only he can unravel. A suspicious brush in a Baltimore coffee shop. A forgotten coat in a store. And a handwritten note tucked into his pocket—a desperate plea for help that sets him on a collision course with danger, deception, and “the best villain yet” (USA Today).Lee Child is the author of twenty-five New York Times bestselling Jack Reacher novels, with sixteen reaching the #1 position, along with the #1 bestselling short story collection No Middle Name. Andrew Child, who also writes as Andrew Grant, is the author of RUN, FALSE POSITIVE, FALSE FRIEND, FALSE WITNESS, INVISIBLE, and TOO CLOSE TO HOME. This month's conversation explores the evolution of Jack Reacher, the craft behind maintaining one of the world's most iconic heroes, and how Lee and Andrew continue to push the Reacher universe forward with fresh energy and a deep respect for the character's legacy. We dig into their collaborative process, the precision behind Reacher's moral compass, and what readers can expect as the series continues to evolve.FOLLOW LEEInstagram - @jackreacherbooks Facebook - @JackReacherOfficialX - @LeeChildReacherWebsite - https://www.jackreacher.com/us/ FOLLOW ANDREWFacebook - @andrewgrantauthorX - @andrew_grant Website - https://andrewgrantbooks.com/ FOLLOW JACKInstagram - @JackCarrUSA X - @JackCarrUSAFacebook - @JackCarr YouTube - @JackCarrUSA SPONSORSCRY HAVOC – A Tom Reece Thriller https://www.officialjackcarr.com/books/cry-havoc/Bravo Company Manufacturing - BCM Stock MOD3:https://bravocompanyusa.com/bcm-stock-mod-3-black/ and on Instagram @BravoCompanyUSATHE SIGs of Jack Carr:Visit https://www.sigsauer.com/ and on Instagram @sigsauerinc Jack Carr Gear: Explore the gear here https://jackcarr.co/gear
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