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Most lawyers build their firms to serve clients, not to eventually leave them. But every law firm owner will exit someday, whether by choice, necessity, or life change. In episode 622 of the Lawyerist Podcast, Zack Glaser talks with Tom Lenfestey, attorney, CPA, and founder of The Law Practice Exchange, about why exit planning should not be treated as something reserved for retirement. Tom explains why succession planning often feels like the end, while exit planning gives firm owners more control over their future, their value, and their next act. They explore what makes a law firm transferable, why systems and data matter to buyers, and how lawyers can build firms that are worth more than just the owner's name. Tom also breaks down how the market for law firm sales is changing, from private capital to alternative business structures, and why modern buyers are looking closely at financials, intake, marketing, operations, and owner independence. If you own a law firm, this conversation is a reminder that your firm can be more than a job you built for yourself. With the right planning, it can become an asset, a legacy, and a bridge to whatever comes next. Links from the episode: https://thelawpracticeexchange.com/ https://a.co/d/05rY2bUe Listen to our previous episodes on Law Firm Exits & Succession. #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN #517: Passing the Torch: Mastering the Art of Succession, with Carol Bertsch & Brennen Boze Apple | Spotify | LTN #369: Selling Your Practice, with Tom Lenfestey Apple | Spotify | LTN #326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | LTN Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 01:00 – Why Succession Planning Feels Like the End 02:15 – Identity, Second Acts & Life After Practice 05:00 – Meet Tom Lenfestey 06:35 – Does a Law Firm Have Value Beyond the Owner? 07:45 – Why Tom Started The Law Practice Exchange 10:45 – Creating a Marketplace for Law Firm Sales 12:55 – When to Start Planning Your Exit 13:55 – Why Exit Planning Belongs in Your Strategic Plan 15:45 – Why Time Is Your Biggest Advantage 16:05 – Building a Firm with Exit in Mind 17:30 – Why The Exit Blueprint Matters Now 20:40 – What Law Firm Owners Need to Know Before Selling 22:45 – Private Capital, ABS & New Buyer Models 25:20 – What Sophisticated Buyers Want to See 27:15 – Why Data and Systems Create Transferable Value 29:00 – When Succession Planning Goes Wrong 31:20 – Why Internal Successors May Not Be Buyers 33:00 – Exit Strategy vs. Retirement Planning 36:50 – Keeping Your Options Open After Exit 38:50 – Where to Find The Exit Blueprint
Are you building a career—or building an exit plan?In this heartfelt and eye-opening episode, Elaine sits down with longtime Hair Color Secrets Insider member Jack Mahoney to discuss something most stylists never think about until it's too late: retirement and succession planning.After more than 50 years behind the chair, Jack made the difficult decision to retire and spend precious time with his husband during a challenging season of life. But instead of simply walking away from decades of client relationships, he created a thoughtful transition plan that benefited both him and the next generation of stylist.
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any happier.Brian is a tax partner, award-winning CPA, frequent speaker at the USC Tax Institute, and the author of Suck Less, Laugh More. He has had a front-row seat to some of the world's most successful entrepreneurs and noticed a pattern: about 10% of them get the balance right and 90% are still searching. By his early forties, he recognized himself in that pattern. He was helping clients structure their legacies while his own family life was strained, and he had been telling himself that family came first when his actions said otherwise.This conversation goes deeper than practice management. Brian shares the specific moment that shifted everything, the exercises he used to identify the beliefs running in the background, and how he rebuilt his personal values, his family values, and eventually his firm's values from the ground up. His firm's core value landed on caring, and he and his business partner made the financial commitments to back it up, hiring for capacity and reinvesting in their team even when it meant reducing the bottom line.The conversation covers:Why making partner didn't change anything and how that realization set off a deeper searchHow having a front-row seat to entrepreneurial clients revealed the pattern: financial success rarely equals fulfillmentWhy telling yourself family comes first when your actions say otherwise keeps you stuckHow writing down seven days of negative and positive emotions reveals the patterns running in the backgroundWhy he moved "success" from his number one value to number six and replaced it with loveHow his firm landed on caring as its core value and then made the hiring decisions to actually live itThe warrior and the wizard framework: why achieving eventually needs to give way to mastering your emotionsTIMESTAMPS00:00 - Brannon Poe intro and podcast welcome 00:13 - Introducing Brian Gray: tax partner, speaker, author of "Suck Less, Laugh More" 00:48 - The gap between financial success and fulfillment: what Brian observed in wealthy clients 01:39 - Asking the question: when is enough, enough? 02:05 - Making partner and realizing it did not solve anything 03:07 - The Olympic gold medal pattern: achieving the goal and wondering what it was all for 03:32 - What the astronauts who went to the moon felt when they came back 04:02 - How alcohol became a way to numb the gap between achievement and meaning 04:51 - What it looks like when high-achieving CPA clients are financially successful but not fulfilled 05:10 - Growing as a way to become more, not just accumulate more 06:12 - The midlife reset: when it arrives, how long it lasts, and what kind of clarity it takes 06:51 - Helping clients structure their legacies while his own life needed restructuring 07:17 - The specific moment of clarity: "my family deserves better than I'm being" 08:21 - Being honest about what really came first: business or family 09:03 - The lies high achievers tell themselves and how the ego protects against discomfort 09:49 - Humility and gratitude as the antidote to self-deception 10:13 - How a core belief like "success equals happiness" gets installed and how to question it 10:55 - Shifting the number one core value from success to love, and what changed 11:17 - The seven-day emotion-tracking exercise from "Suck Less, Laugh More" 11:58 - What the exercise reveals about the emotional patterns running in the background 12:22 - The warrior and the wizard: why the achiever eventually gets tired 12:45 - Why high achievers are especially at risk of the burnout that comes from the warrior pattern 13:07 - Tony Robbins on emotion: you have already felt what you are chasing 13:26 - Why the satisfaction from external achievements lasts days, not months 14:04 - Stated values vs. lived values: how Brian approached this for himself, his family, and his firm 14:39 - Writing down eight family values with his kids in middle school 15:29 - How the firm's leadership team landed on "caring" as the number one company value 16:08 - What it actually means to live the value of caring: hiring for capacity and investing in the team 16:27 - Hiring and client decisions driven by values, not just targets 17:07 - Funny story: parenting teenagers and the wisdom of just saying yes 18:15 - Book recommendation: "Suck Less, Laugh More" by Brian Gray 18:42 - Additional recommendation: "Die with Zero" by Bill Perkins 19:03 - Where to connect with Brian: LinkedInBook Recommendations:Suck Less, Laugh More by Brian Gray Die with Zero: Getting All You Can from Your Money and Your Life by Bill Perkins
Send us Fan MailIf you built a business to create freedom and it became the very thing consuming you, this episode is for you.I sat down with Trapper Searles, strategic partner to high-performing entrepreneurs, and the founder who built and exited The Garage Doctor after nearly 20 years. Trapper's story isn't a highlight reel. It's raw, real, and deeply instructive for anyone trying to build a business not a job before life sends you a bill you're not ready to pay.We get into the difference between self-employment and an actual business, why delegation breaks down (and how to fix it), and the moment a single piece of math unlocked 47% more growth potential by simply getting out of his own way. We also talk about what it really costs to stay at the center of everything and why your relationships always pay the price first.If clarity, alignment, and sustainable growth are what you're after, this conversation will challenge you and charge you.Books MentionedProfit First by Mike MichalowiczThe Pumpkin Plan by Mike MichalowiczPositive Intelligence by Shirzad ChamineThe Case for Grace by Lee StrobelSoundtracks by Jon AcuffGood to Great by Jim CollinsConnect with Trapper Searles on Instagram, Facebook, or LinkedIn. His book is available on Amazon and Barnes & Noble, and you can also find him at trappersearles.com.Check out Dr. William Attaway's new show, The Appreciation at Work Podcast! Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence.Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success.Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference.Connect with Dr. William Attaway:WebsiteLinkedInFacebookInstagramTikTokYouTube
you can't look back now…
Jeff Dudan's free digital copy of his book What does it really take to succeed in franchising - and why do most people get it completely wrong before they even start? In this episode of the Unemployable Podcast, Jeff Dudan sits down with Dr. John P. Hayes, CFE - a 50-year franchising veteran, the Titus Chair for Franchise Leadership at Palm Beach Atlantic University, co-author of the legendary Sandler sales book "You Can't Teach a Kid to Ride a Bike at a Seminar," and former CEO of HomeVestors (We Buy Ugly Houses). Dr. Hayes shares the frameworks, stories, and hard truths that have shaped his nearly five decades in franchising - from why personality profiles predict franchise success better than business plans, to the exit strategy most franchise buyers never think about until it's too late. You'll learn why he thinks fewer than 420 out of 4,000 franchises are actually worth buying, how Gen Z students are becoming multi-unit franchisees before graduation, and what the greatest franchise leaders like Don Dwyer and Ray Titus have in common that most brands will never replicate. Topics covered in this episode: • Why 90% of college students now want to own a business - and how franchising is opening their eyes • The DISC personality framework and why it predicts franchise performance better than capital or experience • How to use Item 20 of the FDD to evaluate any franchise in under an hour • The exit-first mindset that turned a $250K franchise into a $2M+ payday • Why remote work and the gig economy are silently destroying young people's career trajectories • What David Sandler taught about sales that still applies 40 years later • The massive shift from food franchising to service-based businesses - and what it means for investors • Why becoming a franchisor is far harder than being a franchisee - and why it must be a labor of love • How AI is changing education, franchising, and what it means to actually think • The refranchising opportunity most investors overlook entirely Whether you're exploring franchise ownership for the first time, building a franchise brand, or investing in your own entrepreneurial education - this conversation is packed with insight from one of the most credentialed minds in the franchise industry. Guest: Dr. John P. Hayes, CFE Guest YouTube: https://www.youtube.com/c/howtobuyafranchise Guest Website: https://www.pba.edu/academics/schools/centers-of-excellence/titus-franchising/ Guest Socials: https://www.instagram.com/pbauniversity/ Titus Center: https://tituscenter.com #franchising #franchisebusiness #entrepreneurship #smallbusiness #franchiseinvesting #businessownership #unemployable #homeservices #genzentrepreneurs #franchiseeducation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What if you attracted 50 buyers in two months - for a product you almost didn't list? That's not a marketing strategy. That's exactly what happened when 21-year-old Ovi Shekh posted Wisdomic AI on Acquire.com and watched his inbox fill up faster than he expected. Ovi is a CS student from Dhaka, Bangladesh. He's already exited two businesses before most people his age have submitted a single job application. His first exit came almost by accident - a COVID-era grocery delivery startup, quietly acquired after the buyer tracked him down on Instagram. His second was Wisdomic AI. An AI-powered academic research tool he'd spent eight months building. Ten thousand signups. Nineteen hundred active users. Fifty-plus universities. And a product he genuinely didn't want to let go of. But he listed it anyway. Just to see. Fifty-two inquiries later, he had a signed LOI with his chosen buyer. And then a better offer showed up. More money. Different vision. And Ovi walked away from it. Because here's the thing most first-time sellers never think to use as a dealbreaker - vision alignment. Not the highest number. Not the cleanest terms. Whether the buyer actually believes in what you built and will carry it forward the right way. That was the filter. That was the whole decision. The buyer Ovi chose went on to raise $700,000 using the asset Ovi sold him. Let that sit for a second. In this episode, Jaryd sits down with Ovi to unpack how a 21-year-old from Bangladesh navigated two exits, turned down a better offer on purpose, and figured out the rules of the acquisition game earlier than almost anyone around him. How he valued an eight-month-old SaaS with no ARR and a niche user base that didn't behave like typical consumers. Why he applied to Y Combinator eight times, got rejected every single time, and what that finally told him about where his leverage actually lived. And the one thing he says nobody tells you when you're building - that you don't get rich owning a startup. Only selling one. Most founders fall in love with their product and never let go. Ovi fell in love with his, listed it just to see what would happen, and walked away with a lesson worth more than the exit itself.
Send us Fan MailPreparing your business for sale is a strategic endeavor that can significantly impact your transaction's success. In this insightful episode, hosts Chris Jenks and Jeff Pavone of Amplifi Capital Group offer an in-depth guide to getting your business ready 12 months out from a potential sale. From meticulous financial cleanup and operational optimization to crucial legal considerations, they share actionable advice to help you maximize your business's value and navigate the complexities of a sale. Learn how understanding KPIs, building a strong management team, and proactive problem-solving can transform your exit strategy. This isn't just about selling; it's about building a more robust and profitable business for the long term.What You'll Learn:The importance of financial cleanup, including normalized financials and owner add-backs.How to prepare accurate and compelling financial forecasts for potential buyers.Strategies for building a strong management team and reducing owner dependencies.Best practices for vendor management and optimizing business KPIs.The impact of strategic maintenance and capital expenditures on business valuation.Essential legal preparations to ensure a smooth and timely transaction.Don't leave value on the table when it's time to sell. Equip yourself with the knowledge to make your business an undeniable asset. Visit us at www.amplifycapgroup.com for more insights and resources.#BehindTheBusiness #BusinessSale #ExitStrategy #FinancialPreparation #AmplifiCapitalGroupConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g
Small Business Exit Strategy: What Makes a Business Sellable? with Mike Finger Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com Make more, work less video: https://youtu.be/ Are you building a business that you can actually sell, or have you just created a demanding job for yourself? In this episode of The Profit Answer Man, Rocky Lalvani sits down with Mike Finger, founder of Exit Oasis, to discuss the realities of preparing a small business for a successful exit. Mike, who identifies as "unapologetically small business," shares his hard-learned lessons from owning eight different businesses. In this episode: A business that is enjoyable to own is more likely to be attractive to a buyer. Sellable businesses produce results that are desirable, duplicatable, and documented. Revenue growth without profit does not automatically create business value. Hiding profit to reduce taxes can significantly hurt valuation at exit. Systems such as Profit First and EOS can help remove the owner as the bottleneck. Key Takeaways: Sellability and ownability are next-door neighbors. You must build desirable, duplicatable, and documented systems. The expected "silver tsunami" of business sales hasn't materialized. Hiding profit to save on taxes actively destroys your business's valuation multiple. Relying blindly on a business sale for retirement is a dangerous strategy. Mike Finger's Money Learning:Mike Finger's core money lesson is that small business owners often sacrifice long-term wealth for short-term tax savings. His point is clear: when you hide profit to reduce taxes, you may also reduce the value of your business in the eyes of a buyer. Mike's message is that provable profit, clean financials, and strong systems are what create real enterprise value. Why This Conversation Matters: Most small business owners assume that if they work hard enough, grow revenue, and keep the company going long enough, the exit will eventually take care of itself. This conversation matters because Mike makes it clear that sellability is not automatic. A business only becomes valuable to a buyer when it can produce results without being fully dependent on the owner. About Mike Finger: Mike Finger is "unapologetically small business". Over the last 25 years Mike has bought, built and sold multiple businesses. Building his first business was a rewarding challenge, but what really captivated him was selling his first business. "Selling that business was a miracle in my life. It changed everything, but it almost didn't happen." He was 10 years in with 50 employees when he found out his business was unsellable. It was devastating. But he moved forward and focused on changing a few simple elements in the business. Those changes made that first sale possible, and it changed his life. He wants to help other small business owners make their business ready, so they can experience the incredible impact of a small business sale. Links: Website: https://exitoasis.com/ LinkedIn: https://www.linkedin.com/in/mike-finger/ Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Peter Mauch reveals Emperor Hirohito's daily involvement in military details. Tojo suppressed any talk of an exit strategy, though he eventually complied with the sacred decision to surrender after the atomic attacks. (11/16)1943
Why is it so hard to stop eating ultra-processed foods — even when you know they're hurting you? In Episode 13 of this 16-part series, Dr. Brendan McCarthy explains why the real problem is not just the food itself. The real problem is the loop: Cue or emotional state → Wanting → Bargaining → Consumption → Temporary relief → Crash/regret → Repeat. This episode explores how ultra-processed and hyper-palatable foods become attached to stress, boredom, loneliness, exhaustion, anxiety, and emotional discomfort — training the brain to seek relief through food. Key ideas from this episode: • Hunger is the body asking for nourishment • Wanting is the conditioned brain asking for the expected hit • The food is the bait. The loop is the trap. • The food breaks the feeling. It does not heal the source. • You cannot remove a counterfeit regulator without restoring real regulation. Dr. McCarthy breaks down why willpower alone often fails and why lasting change requires a physiologic off-ramp: stable meals, protein, fiber, hydration, sleep, movement, emotional regulation, cue reduction, social planning, and relapse repair. This is not about “perfect eating.” It is about building a life where food is no longer your primary regulator of stress, comfort, or identity. If you've ever felt trapped in cravings, emotional eating, binge-restrict cycles, or constant food noise, this episode is designed to help you understand the mechanism behind the loop — and how to begin leaving it.
Darrell Spencer on Shark Tank, Marketing Psychology, TikTok Growth & Exit Strategy Secrets
Send us Fan MailWhat really tanks car wash M&A deals after the LOI? Behind The Business hosts Chris Jenks and Jeff Pavone break down the biggest post-LOI pitfalls—from quality of earnings gaps and messy corporate allocations to over-optimistic projections that don't survive KPI tracking. They explore real estate red flags like environmentals, lease assignments, estoppels, and encroachment risks, plus the role of specialized legal counsel and a disciplined process in keeping timelines intact. The duo also exposes financing risks on the buyer side and why out-of-market offers often can't clear credit.What You'll LearnWhy weak financial discipline, four-wall vs. fully burdened confusion, and deferred maintenance hurt Q of EHow buyers track KPIs post-LOI and re-underwrite when projections missThe real estate issues that blow up deals: environmental, ground leases, assignments, estoppels, and encroachmentWhy your real estate attorney may not be the right M&A lawyer—and why the buyer's team is so deepHow to de-risk financing failure with vetted buyers and backup biddersThe process tools that matter: data rooms, request triage, and strict timelinesSmart structuring: when to avoid earnouts, use seller notes, and secure deferred paymentsIf you're preparing to sell, this episode is your practical playbook to move from LOI to close with confidence. #CarWashMNA #MergersAndAcquisitions #QualityOfEarnings #PrivateEquity #BehindTheBusinessConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g
This week on The Pete the Planner Show, Pete, Kristen, and Dame sit down with divorce attorney Elisabeth Edwards for a brutally honest conversation about the financial side of relationships — before, during, and after marriage. From prenups to hidden debt, alimony to asset division, we unpack the money conversations couples avoid until it's way too late. Are prenups romantic sabotage or financial maturity? What actually happens to retirement accounts in divorce? Why do smart people make terrible financial decisions when emotions get involved? And what are the biggest money mistakes Elisabeth sees over and over again? Whether you're single, married, remarried, or just financially nosy, this episode pulls back the curtain on how money shapes modern relationships — and what happens when those relationships end. It's part financial planning, part relationship psychology, and part “oh wow, people really do that.”
The Moneywise Radio Show and Podcast Thursday, May 14th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Patrick Collins, Business Broker & Advisor for Collins Advisory https://collinsadvisory.biz/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Patrick Collins & Collins Advisory are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
Many law firm owners seek freedom from the day-to-day grind, but struggle to plan their transition effectively. This episode explores different approaches to exiting a law firm while maintaining control and creating value.Guest Alex Gertzberg shares his journey from managing partner to entrepreneur, emphasizing the importance of intentional exit planning. He discusses models that enable lawyers to step back from daily management but still own and grow their firms. The conversation also covers evaluating firm culture, trust-building in transactions, and how to prepare for a successful exit.In this episode you'll learn:• How to identify when and why to exit your law firm The significance of culture and trust in mergers and sales The importance of the 90-day exit process Strategies for maintaining control and value during transition • The role of intentionality in attaining personal and professional freedomThis episode provides practical insights for law firm owners considering their long-term plans, helping them align their exit with their values and desired lifestyle.Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit: https://thisisarray.com/the-managing-partners-mastermind/ Chapters (00:00:00) - How to Scale Your Law Firm(00:00:45) - Meet Alex Girtzberg(00:03:13) - Why You Should Exit Your Law Firm(00:10:31) - The 3 Rules for Living a Successful Life(00:15:06) - Law Firm Owners on the Exit(00:22:21) - Gut Feasibility in Exiting the Firm(00:27:57) - Buyers and Sellers: Culture(00:30:06) - How To Exit Your Firm.(00:36:29) - A Few Words for Managing Partners
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In this episode, Josh interviews Pat Yates, M&A advisor at Quiet Light and owner of Happy Feet Slippers. Pat shares insights from his Shark Tank experience, discusses the realities of TV deals, and explains the complexities of licensing with major brands like Disney and the NFL. The conversation covers the importance of intellectual property protection, strategies for evaluating and managing licensing agreements, and actionable advice on preparing an e-commerce business for a successful exit. Listeners gain practical tips on building value, protecting their brand, and planning ahead for future business transitions.Chapters:Introduction and Guest Background (00:00:00)Josh introduces Pat Yates, his background, and the episode's focus on licensing and business exits.Shark Tank Experience (00:02:06)Pat discusses his Shark Tank appearance, the process, and what it was like pitching on the show.Reality of Shark Tank Deals (00:03:36)Pat explains how deals on Shark Tank often differ from what is shown, and his ongoing relationship with Robert.Behind the Scenes of Shark Tank (00:04:45)Pat shares details about the filming process, post-show counseling, and the impact of the experience.Licensing Audits and Financials (00:05:44)Discussion about licensing agreements, financial audits by licensors like Disney, and the importance of accurate documentation.License Renewal Challenges (00:07:01)Pat explains how license renewals work, what licensors look for, and the challenges with companies like Disney.Transitioning and Subcontracting Licenses (00:08:57)Pat describes how some licenses are transitioned to subcontracted arrangements and the benefits of this approach.Direct vs. Subcontracted Licensing (00:09:18)Explanation of the differences between holding a direct license and working through a subcontracted licensee.Branding and Labeling in Subcontracted Licensing (00:10:27)Clarification on branding, labeling, and legal requirements when selling products under a subcontracted license.Actionable Takeaways for Business Owners (00:11:42)Josh summarizes three actionable tips: IP protection, evaluating licensing, and preparing your business for exit.Final Advice on Business Growth and Exit Preparation (00:15:11)Pat offers final advice on analyzing business performance, seeking help, and preparing early for a successful exit.Episode Wrap-Up (00:16:13)Josh thanks Pat and encourages listeners to reach out for further advice on exiting their business.Links and Mentions:Consulting and Strategy"Ecomm Breakthrough Consulting": "00:00:00""Email for Strategy Audit": "00:01:08"Shark Tank and Related Experiences"Shark Tank": "00:02:04""Robert Herjavec": "00:02:15"Licensing and Partnerships"DreamWorks, NCAA, NFL, Disney": "00:02:31""Licensing and IP Protection": "00:12:04""Consider Licensing": "00:13:12"Intellectual Property"IP Protection": "00:12:04"Transcript:Josh 00:00:00 Today, I'm speaking with Pat Yates, an M&A advisor at Quiet Light and owner of Happy Feet Slippers. And today we're going to be talking a lot about licensing and preparing your business to exit. This episode is brought to you by Ecom Breakthrough Consulting, where I help seven figure companies grow to eight figures and beyond. Listen, Pat, I started my E-comm business back in 2015, and it took me seven years to grow it to an eight figure brand. There were a lot of times that I struggled with the challenge of knowing whether my business could actually succeed financially, or if my brand could actually become a real well-known brand, or even myself as a leader. Whether I had the abilities and capabilities to lead a team and actually manage a group of people? Sure. For our listeners that have had similar experiences or hit similar plateaus, go to Ecom Breakthrough Comm and that's ecom with two M's. And you can learn a little bit more about how I can help you. And to our listeners, this month I'm giving away one $10,000 comprehensive business strategy audit session at no cost.Josh 00:01:08 All you need to do is email me at Josh at Ecom breakthrough.com. And in your subject line just say strategy audit and then tell me why I should choose your business as the business to do the strategy audit for this month. And don't worry if you don't win this month because you'll be entered to win for future months to come. But I'm super excited to introduce you all to Pat Yates. Pat, as a seasoned entrepreneur with a focus on eCommerce, in 2014, he struck a deal with Robert Herjavec on the Emmy Award winning show Shark Tank. Pat grew a single slipper kiosk business into a multi-million dollar, e-commerce focused business. During that time, Pat has done licensing deals with Dreamworks, the NCAA, the NFL and Disney, and in 2015, he struck up a relationship with Mark, the founder of Quiet Light Brokerage, and continued, eventually leading him to becoming an M&A advisor. So welcome to the show, Pat.Pat 00:02:04 Thanks. I appreciate you having me.Josh 00:02:06 Pat. I watched your Shark Tank episode and loved, you know, everything you kind of went through in that episode.Josh 00:02:15 You ended up doing a deal with Robert who who first kind of went out pretty early on, at least in the episode. And then he comes back in and kind of swoops up the deal. And at the last moment, how was that experience being on Shark Tank and going through that?Pat 00:02:31 Yeah, it's something I've talked a lot about it over the past few years because, as one of the people that likes on the speaking circuit with me likes to call me the one of the OGs in Shark Tank because I'm on season five. They have so many seasons now, I'm like, I can't be old at everything. I hate that, but, I mean, it's it's a difficult process in the very beginning. You have to submit several videos and a lot of written documentation, a lot of due diligence. And, you know, I was turned down in season one or season two or something like that. And then they called me back as season five was coming because they were ramping so much, and I was one of the people that came down to the very end and had to fly out there and do my pitch in front of the producers to even see if they could keep me.Pat 00:03:09 So, I did that. And then it aired in 2014 and it was awesome. I mean, the show was going, I mean, my, my time was going poorly in there for like 80% of it. The, you know, you're in there like an hour and 15 minutes. Most people don't realize that. And it's cut to eight. So for most of the time it wasn't going very well. But the end was pretty good. Yeah.Josh 00:03:27 Yeah, that's that's amazing. How was it, you know, doing a deal with Robert and what kind of his involvement been since you did that deal with him?Pat 00:03:36 Well, the deals that you do on Shark Tank and are are definitely theory and practice things. You know, one of you come up with a deal and then it closes or it doesn't. I mean, a lot of people that I talk to and I'm involved in a pretty deep Shark Tank group. You know, most of those deals don't close as you see them. And really, truly most deals don't close, period.Pat 00:03:55 you know, our deal. We did not do the financial terms we saw on the show. We just did a relationship and we didn't do any kind of money transfer, just a small equity portion to be able to help. So the relationships been mor...
Send us Fan MailIn this episode, we break down what good looks like in the car wash industry—capital partners, exit timing, operational discipline, and the fast-evolving role of technology. You'll learn how family offices differ from private equity, why their long-term horizon can fit capital- and operations-intensive businesses, and how to decide whether to sell now or hold. We explore who wins in the next chapter—regional operators with hyper-focused density, scaled chains mastering memberships, and differentiated platforms—and why average performance no longer gets rewarded. Finally, we unpack KPIs, capex, tunnel standardization, vendor diligence, and practical ways to manage rising water and chemistry costs while enhancing customer experience.What You'll Learn:How family offices compare to private equity for car wash M&A and growthA pragmatic framework for sell/hold decisions amid macro uncertaintyWhy regional density and membership excellence outpace generic national brandingThe importance of capex discipline, tunnel standardization, and integrationKPIs that matter: churn, conversion, pricing, training, promotions, and COGSHow to vet tech vendors, negotiate trial periods, and focus on ROIReal-world levers to manage water and chemistry costs without hurting qualityHow AI, IoT, robotics, and autonomous vehicles could reshape car washingListen now to sharpen your playbook and define what good looks like for your operation. #CarWash #MergersAndAcquisitions #FamilyOffice #PrivateEquity #CarWashBusinessConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g
In 1978, Soviet geologists flying over Siberia spotted something impossible: a family living in total isolation, untouched for decades by the modern world. But when outsiders finally reached their remote cabin, the family’s hidden world began to change forever. * Special thanks to Rebecca E. Marshall for letting us share clips from her documentary, The Forest in Me. We also want to shout out the film's composer, Xylouris White. You can stream The Forest in Me right now on Pijama Films. Listen to Very Special Episodes wherever you get your podcasts.See omnystudio.com/listener for privacy information.
Mike and Mark discuss what a successful end to the Iran war would look like; an examination of “paying it forward” and other acts of kindness.See omnystudio.com/listener for privacy information.
Mike and Mark discuss what a successful end to the Iran war would look like; an examination of “paying it forward” and other acts of kindness.See omnystudio.com/listener for privacy information.
Mike and Mark discuss what a successful end to the Iran war would look like; an examination of “paying it forward” and other acts of kindness.See omnystudio.com/listener for privacy information.
Join us at The STR AI Summit is June 23-24 at the Freedom Factory in Beverly, MA. 100 seats only. Grab your ticket: https://www.strsecrets.com/aisummitMost STR operators have built a great lifestyle business. But here's the hard truth: only 1 in 10 businesses will ever successfully sell. The rest close and walk away with nothing.In this Portfolio Clinic training, Mike Sjogren breaks down exactly how STR management companies are valued — and what operators need to start doing right now to build a business with a real exit strategy. He walks through the EBITDA formula, the exact valuation metrics used by C2G Advisors (the top M&A firm in the STR industry), why rental arbitrage and co-hosting businesses get little to no value from buyers, and why private equity has been quietly acquiring STR management companies since 2022.He also introduces the Freedom Collective — STR Secrets' own roll-up model designed to give operators a share of the upside instead of selling to private equity at a discount. And he breaks down how AI agents can automate an entire acquisition pipeline from property data scraping to sales call booking.Free 6-step course for scaling STR operators: https://level.strsecrets.com/pc-bookSTR Secrets FB group: https://www.facebook.com/groups/STRentalsecrets
Most creators and business owners think they have a content problem… but the truth is? You probably have a conversion problem. In today's episode of Call Her Creator, Katelyn breaks down why your content may be getting views, engagement, and attention… but still not turning into sales, clients, leads, or conversations. If you've ever felt like you're posting consistently but your business still feels stuck, this episode will help you understand the missing piece: your content has no exit strategy. Inside this episode, we cover: Why people watch your content but never buy The difference between visibility content vs. conversion content Why “just posting more” is NOT the answer The biggest mistakes creators make with CTAs How to create content that moves people toward action Why your audience needs direction, not just information How to structure content using Content → Conversation → Client Tangible strategies to turn followers into paying clients 3 Day Attraction Plan: https://stan.store/katelynrhoades/p/3day-client-attraction-plan If your content feels inconsistent, disconnected, or isn't converting the way you want it to… this episode will completely change how you think about marketing online. Follow Katelyn: Instagram: @thekatelynrhoades If you loved this episode, share it to your Instagram stories and tag @callhercreator! Thank you to my sponsors • Launch with Shopify: Sign up for your one dollar per month trial at shopify.com/chc • Protect your home systems at homeserve.com • Become a Fora Advisor at foratravel.com/chc
Join us at The STR AI Summit is June 23-24 at the Freedom Factory in Beverly, MA. 100 seats only. Grab your ticket: https://www.strsecrets.com/aisummitMost STR operators have built a great lifestyle business. But here's the hard truth: only 1 in 10 businesses will ever successfully sell. The rest close and walk away with nothing.In this Portfolio Clinic training, Mike Sjogren breaks down exactly how STR management companies are valued — and what operators need to start doing right now to build a business with a real exit strategy. He walks through the EBITDA formula, the exact valuation metrics used by C2G Advisors (the top M&A firm in the STR industry), why rental arbitrage and co-hosting businesses get little to no value from buyers, and why private equity has been quietly acquiring STR management companies since 2022.He also introduces the Freedom Collective — STR Secrets' own roll-up model designed to give operators a share of the upside instead of selling to private equity at a discount. And he breaks down how AI agents can automate an entire acquisition pipeline from property data scraping to sales call booking.Free 6-step course for scaling STR operators: https://level.strsecrets.com/pc-bookSTR Secrets FB group: https://www.facebook.com/groups/STRentalsecrets
Send us Fan MailExplore the nuanced world of car wash multiples with hosts Chris Jenks and Jeff Pavone on Behind The Business. This episode provides an essential guide for car wash owners and investors, dissecting what truly drives valuation in today's dynamic market. Learn about the shift towards disciplined buying, the impact of market saturation, and the critical role of KPIs in maximizing your business's worth. Discover how strategic positioning, leveraging technology, and understanding investor types like family offices can shape the future of your car wash enterprise. Get actionable insights to navigate the M&A landscape and make informed decisions about growth and exit strategies.What You'll Learn:The current state of the car wash industry and buyer behavior.Factors influencing car wash multiples beyond just numbers.The importance of membership penetration and other key performance indicators (KPIs).How private credit markets and family offices are impacting investment.Strategies for maximizing your car wash's valuation.The future of car washing: consolidation, technology, and regional dominance.Practical advice on evaluating and implementing new technologies.Don't miss this deep dive into the economics and future of the car wash business!#CarWashIndustry #BusinessStrategy #InvestmentTips #PodcastInsights #BehindTheBusiness
TIMESTAMPS:00:00 Why We Invest08:19 Trading Tip Mindset09:56 Relationships and The Bag14:20 EYU HVAC Skills16:10 AI Revenue Projections20:32 Stop Trading Long Holds23:34 Exit Strategy and Allocation29:37 Micron Options Hat Trick32:19 Handling Pullbacks and Returns35:31 LEAPS Strategy Basics36:05 Trust and Conviction36:43 Micron Stack Breakdown38:57 Sandisk Earnings Play40:29 Hold Long Term Discipline41:51 AI Memory Thesis42:59 Three Years Urgency44:16 EYL University Flash Deal46:25 Turning Hate Into Fuel48:42 Sell in May Debate53:53 Tom Lee Takes56:46 Debt and Market Risk01:02:51 AI Infrastructure Picks01:08:24 Pick Your Four Stocks01:10:44 Fiber Optics Explained01:13:25 Three Sectors Only01:14:58 Bitcoin Outlook Update01:16:59 Satoshi Origin Debate01:18:18 Does Founder Matter01:20:09 Stock Entry Picks01:22:19 Sandisk Pullback Strategy01:26:09 SoFi and DRAM ETF01:30:50 Networking and Character01:36:33 Buy or Pass Round01:42:07 Earnings and AI Tools01:45:47 Spirit Airlines Fallout01:50:58 Mothers Day and WrapIn this week's episode of Market Mondays, we break down everything you need to know about the current state of the market and where smart money is moving next. From our trading tip of the week to a powerful investment fact, we highlight the biggest mistakes investors are making right now—and how to avoid them. We also dive into a 1,400% options return and what it really takes to achieve life-changing gains while managing risk.We discuss whether the recent stock market rally has more room to run or if the classic “Sell in May and go away” strategy still applies. With national debt now exceeding 100% of GDP, we examine what this means for the economy and your portfolio long term. Plus, we break down the best AI infrastructure plays beyond the obvious names, give a full Bitcoin update, and go through key stock prices with our “Buy or Pass” segment.We also cover major headlines including Greg Abel's future at Berkshire Hathaway, predictions of a potential 30% market drop, and what Spirit Airlines going out of business signals about the broader economy. As always, we wrap with live audience Q&A, answering real questions to help you move smarter in today's market.EYLU Flash Sale (20 Spots, First Come): https://eyluniversity.com/ #MarketMondays #EarnYourLeisure #Investing #StockMarket #OptionsTrading #AIStocks #Bitcoin #FinancialLiteracy #WealthBuilding #InvestSmartAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
This episode was sponsored by Cardiff, Meritage Partners & Inevitable Exit LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ Today's Dropping Bombs episode features Brian Franco — M&A advisor who's closed over $2 billion in business sales and spent 23 years turning founder-owned companies into transferable, sellable machines. Brian breaks down why most business owners are unknowingly building a job, not a business — and the seven value drivers that separate a 4–6x exit from a 10–15x payday. He gets into deal structure, earnouts, the boomer wealth trap, and why waiting too long to exit is the most expensive mistake a founder can make. If you've built something real, this episode is the conversation you didn't know you needed. Your business is either an asset or a liability — this episode tells you exactly how to tell the difference.
John Simpson, in discussion with the BBC's unparalleled range of experts across the world, looks at the pressure on President Trump to find an end to the confrontation with Iran, examines the way in which the war in the Middle East has affected China, and analyses the first elections in Gaza for twenty years.Producer: Kate Cornell Executive producer: Benedick Watt Commissioning editors: Silvia Costeloe and Paul Royall
Bill Cohan joins Peter to chew over the aftershocks from last weekend's White House Correspondents' Dinner, where the chaos inside the ballroom is still reverberating through the nation's power corners. Then Bill turns to his latest reporting on Sam Bankman-Fried, who's still angling for a way out of prison—and how the staggering scale of his financial losses could factor into his legal battle. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Keith Levy, Operating Partner at Sonoma Brands Capital Most consumer brand founders think about exit as an event. Keith Levy thinks about it as a design requirement. In the second of two episodes, Keith walks through what exit-ready actually looks like in CPG: the revenue and EBITDA thresholds that matter, why you have to get beyond the corp dev team to the operators who actually need what you're building, how capital gets wasted at every stage of a brand's lifecycle, and what the investments that produce exits have in common versus the ones that don't. If you missed the first episode, it covers Keith's five-pillar CPG diligence framework and the Touchland and Bachan's case studies. Start there. What You'll Learn What revenue and EBITDA thresholds a consumer brand needs to attract a strategic acquirer. Why getting to corp dev is not enough, and how to reach the operators who actually need your brand. How capital gets wasted at each stage of a CPG brand's lifecycle. Why execution is where most investments fail, not the idea or the founder. What the celebrity founder model got wrong, and why copying a formula that worked once rarely works twice. What the investments that produced exits at Sonoma Brands had in common. ____________________ If you're building a consumer brand toward exit or evaluating one for acquisition, DealPilot, powered by M&A Science, has the practitioner playbook for CPG exit positioning. Join at mascience.com/membership. Already a member? The bonus conversation with Keith is live now: boards, earnouts, and the hardest lessons from six years backing consumer brands. ____________________ This episode is sponsored by DealRoom DealRoom's Buyer-Led M&A™ Summit is Back! Join me at the summit on May 20, a free virtual event hosted by DealRoom covering AI, pipeline, diligence, and integration across the deal lifecycle. Sessions run 11:30 AM to 1:30 PM ET. Register here: https://hubs.ly/Q0496h-s0 ____________________ Episode Chapters [00:00:01] Intro [00:04:19] Day-to-day across 20+ portfolio companies [00:05:43] When to lean in and when to stay out [00:09:28] Pre-LOI landmines that kill deals early [00:13:26] The CPG brand lifecycle: from first check to exit [00:16:04] How capital needs change as a brand grows [00:20:15] Execution is why most investments fail [00:21:26] Capital allocation as the real test of a founder [00:23:00] What it takes to position a CPG brand for strategic exit [00:25:13] Big companies can't incubate brands — why that's your edge [00:26:23] Why you have to get beyond the corp dev team [00:29:48] What the investments that worked had in common [00:33:43] Why investments fall apart after you cut the check [00:35:16] The celebrity founder trap [00:39:16] How the Sonoma deal funnel actually works [00:45:22] What kills a deal at the investment committee stage
Learn how to build an exit strategy that makes your business impossible to pass up. Exit strategy isn't just for when you're ready to walk away, it's the smartest growth move you can make right now. In this episode, we dive into two powerful conversations: first, how to leverage Amazon without losing control of your brand, and second, how to position your business so buyers are competing to acquire it at maximum value. Whether you're scaling on Amazon or preparing for a future exit, the decisions you make today determine what your business is worth tomorrow. KEY TAKEAWAYS: Being where your buyers are matters more than whether you personally like the platform they're shopping on. Choosing between Amazon's 1P vendor central and 3P seller central can be the difference between protecting your brand pricing and watching your entire retail network collapse. A good, better, best product model lets you keep your premium offerings off Amazon while still capturing new-to-brand customers through the platform. It never matters what your math is when selling your business — it only matters what the buyer's math is. The biggest exits happen when a buyer outside your industry wants what you've built to solve a problem they can't easily solve on their own. Identifying three to five different buyer categories expands your pool and drives up your valuation far beyond what a single logical buyer would offer. Fear of a competitor acquiring your business is one of the most powerful pieces of leverage you have in any acquisition negotiation. Recapitalization lets you take meaningful money off the table now while staying in the game for a potentially larger second exit down the road. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community
Visit the webpage for more information about the showwww.podpage.com/the-3-13-men-money-and-marriageYoutube Channel: The Men Money and Marriage HourSummary:Andrew Johnson explores the concept of 'portfolio managers' in relationships, comparing their tactics to financial strategies. He discusses how some men 'spread' their emotional investments, use charm and volatility, and employ exit strategies, all of which can impact women emotionally. The episode offers insights into recognizing these behaviors and fostering healthier, partnership-based relationships.Keywords: relationships, portfolio manager, emotional investment, dating strategies, red flags, partnership, manipulation, self-awarenessTopicsSpreading emotional risk in relationshipsCharm and attention as investment tacticsVolatility and hot/cold behavior in datingExit strategies used by manipulative menTypes of relationship 'portfolio managers'The Portfolio Manager in Relationships: 7 Red Flags to Watch ForHow Men Use Financial Strategies to Manipulate Women"Hot and cold tactics keep her anxious""He sells a future, not a relationship""Slow fade is his exit strategy"Chapters00:00 Introduction to Portfolio Management in Relationships00:55 Understanding the Portfolio Manager Mindset02:46 The Pump and Dump Strategy04:57 High Yield Short-Term Bonds in Dating06:31 Volatility in Relationships08:43 Initial Public Offering: Love Bombing11:21 Technical Analysis vs. Fundamental Value15:13 Exit Strategies of Portfolio Managers17:53 Types of Portfolio Managers20:29 Red Flags and Healthy Relationships
THIS IS PART TWO - Listen to part one hereCONTENT HEADS UP: This episode contains discussions of death, dying, end-of-life care, and sensitive topics related to mortality, including chosen suicide and medicalization of death and illness. Listener discretion is advised, especially for individuals who may find these topics distressing or triggering. Please prioritize your emotional well-being while engaging with this content.Also, Ali wants to note that when she asks Karen about her thoughts on suicide, she meant to make a disctinction between “chosen” suicide (when someone wants to live but they are in too much physical pain/their body is too deteriorated without hope of recovery) and “suicide under duress” (meaning due to emotional/psychological/spiritual pain, that may or may not be accompanied by an unavoidably dying body, the person does not want to live). Of course facing a death someone does not want can also be considered duress! SYNOPSIS:What does good acting and dying have in common? In this episode, Ali discusses all things death, dying, and living as bodies with Karen Bellone, Certified End-of-Life Doula and Death Educator. They focus on the interconnectedness of life and death, the significance of conscious living, and the complexities of end-of-life care. Karen shares her experiences working with dying individuals, highlighting the challenges of the dying process, including issues related to dementia and Alzheimer's. They discuss the importance of compassionate and holistic approaches to end-of-life care, emphasizing the need for conscious decision-making aligned with personal values to achieve a good death without regrets. Throughout the conversation, they reflect on the essence of embodiment and the importance of being present in the moment, trusting the intelligence of the body to embrace a richer life and ultimately a better death. ALI & KAREN EXPLORATION POINTS:- The concept of a 'good death,' this discussion emphasizes the significance of conscious decision-making and holistic approaches to end-of-life care, challenging societal norms and perceptions surrounding death. - The complexities, ethical considerations and medicalization surrounding end-of-life decisions, highlighting the need for open dialogue and support for individuals facing such choices.- The role of a Death Doula, illuminating the profound support and guidance provided by these compassionate professionals in assisting individuals and families through the dying process, fostering a sense of empowerment and comfort.- How our physical and emotional bodies communicate and play integral roles in the dying process, highlighting the importance of listening to and honoring the body's wisdom. - Insights into embracing conscious living, pursuing meaningful experiences, and aligning actions with personal values to cultivate a sense of fulfillment and purpose.- Sensory experiences shape our perception of life and death, emphasizing the significance of sensory elements in the dying process and fostering connections with loved ones.To be an angel to the podcast, click here: To read more about the podcast, click here: MORE ALI MEZEY:Website BODY MAPPING VIDEO LIBRARYPersonal Geometry® and the Magic of Mat Work Course informationTransgenerational Healing FilmsMORE KAREN BELLONE:Film Website: Website: The Seventh Sense BIO:Founder, Doula, Educator: Karen Bellone, MFA, is a Certified End-of-Life Doula and Death Educator. She is the founder of The Seventh Sense in NY's Hudson Valley, where she is an integral part of a worldwide community that is reigniting the wisdom of death within our modern lives. She is also founder of Exit Strategy for Dying, a monthly Death, Arts and Culture Readers supporting a resource hub to educate and refocus the narrative around death and grief through the lens of arts, culture, storytelling and innovation. Prior to embracing her passion for end-of-life work, Karen has had a long career as an award-winning filmmaker and internationally collected photographer. She received a BFA in Film Production from New York University, and did graduate work with the world-renowned Actors Studio, through their inaugural program at the New School for Social Research.After training and becoming certified with INELDA (International End of Life Doula Association), Karenworked with an innovative hospice in Los Angeles where her skills as a death doula were developed and broadened. In addition to working with patients in various stages of their life journeys, she was responsible for training the volunteer staff, nurses and other hospice and medical professionals to bring more understanding, humanity and compassion into their work with the dying. She spoke regularly with groups, such as the Alzheimer's Project, about the role of the doula at end-of-life, and the space that can be held to bring about ‘a good death'. She believes strongly in the ability to demystify and assuage the fear that surrounds death in our culture and to foster safe passage for the dying, as well as to aid the families and loved ones through grief and bereavement.As a visual artist and storyteller, Karen acquired a multitude of skills throughout her career that unlocked a deep passion for the healing power of visual and auditory perception on human consciousness. She integrated these strengths and resources into tools to bring aid and comfort for those imminently facing their mortality. Working with somatic and sensory awareness, Karen utilizes visual, sound and meditation therapy, personalized guided imagery, and commemoration of the sacred in the form of ritual, legacy and memory work, in order to bring comfort - physically, emotionally, spiritually to celebrate and commemorate the life of the individual. In addition to her ongoing private practice, Karen is currently directing a feature film about living American artist Michelle Stuart, whose work also engages with the elemental and ineffable nature of existence.RESOURCES:Edgar Allan PoeErik EriksonExit strategy for dying (Karen's monthly newsletter)Omega Home NetworkAll...
Most founders think raising money is the goal—but what if it's actually the mistake? In this episode, we break down the biggest mistake founders make when raising capital—and how getting it wrong can slow growth, increase risk, and limit your upside. You'll learn: -When you should (and shouldn't) raise money -The difference between debt vs equity -Why raising too much—or too little—can hurt your business -How capital can actually reduce risk and accelerate growth -The key decision: build for cashflow or build for exit If you're a founder, franchisee, or entrepreneur thinking about scaling, this episode will help you make smarter, more strategic decisions with capital. Timestamps: 0:00 The Real Purpose of Raising Capital 1:09 Where Founders Should Start 2:26 Defining Your 5-Year Vision 3:29 Cashflow vs Exit Strategy 5:11 Building for Scale vs Stability 8:47 Should You Raise Capital? 11:00 Why the Best Time to Raise is Early 15:55 How Capital Reduces Risk 18:10 Collapsing Timeframes with Capital 22:08 Defensive vs Offensive Capital 25:35 Franchisee Perspective on Raising Money Connect with Erik Van Horn:
Many business owners making $1–$2 million annually feel financially secure, but when it comes time to sell, they realize their business isn't worth enough to retire on. In this episode, Tom Shipley joins Russ and Joey to talk about the exit strategy most $1–$2M business owners get wrong. He explains why two-thirds of businesses in this range fail to sell, and how to avoid the “valley of despair” where owners find themselves stuck in an endless cycle.Tom goes over the steps every business owner should take before trying to sell. He shares how acquisitions can be a powerful tool for improving your business value and how a well-timed acquisition can increase your chances of a successful exit.Whether you're preparing to sell your business or want to ensure you're setting it up for a lucrative exit down the road, learn how to create a sustainable, profitable business that attracts buyers and maximizes your exit potential.Top three things you will learn:-Why $1–$2M business owners struggle to retire on the sale of their business-How to prepare your business for a successful exit-The power of acquisitions in business growth and exit strategiesAbout Our Guest:Tom Shipley is a serial entrepreneur and investor who focuses on building "optional exits" for $3M-$50M+ businesses, allowing owners to sell on their own terms or continue growing. Tom's emphasis is on leveraging acquisitions for growth and creating valuable, self-sustaining systems rather than just optimizing for a quick sale.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Tom Shipley:- Website - https://DealConLive.com
While the podcast team is taking a Radical Sabbatical, Kim is interviewing authors of the books that have had a big impact on her in the past two years. Office culture is a fascinating topic. It can be the special sauce that helps bring together team members to achieve excellence. But what happens when the company culture becomes a toxic mess? What happens when a very charismatic CEO becomes obsessed with both cataloging people's weaknesses and then broadcasting them to the entire company? What happens when that same CEO mandates “internal reporting” on fellow co-workers, techniques that appear to be drawn directly from the playbook of the Stasi (the former East German secret police force, famous for deep surveillance to control and punish their citizens)? What happens when the CEO steadfastly refuses to hear criticism about himself?Why would people join and then remain at such an organization? Kim welcomes New York Times' business reporter and author, Rob Copland, to talk about his fascinating, deeply researched, and best-selling book, The Fund: Ray Dalio, Bridgewater Associates and The Unraveling of a Wall Street Legend. Rob's book dives deep on Ray Dalio, the iconic founder and leader of Bridgewater Associates and the culture he created there. Under Dalio, there is no disputing that Bridgewater Associates became one of the largest and most successful hedge funds in history. At the same time, Dalio appeared to use promises of vast riches to control and intimidate his employees. Rob shares some incredible stories to illustrate these points. When someone dared to push back on any of Dalio's techniques or vision, he famously would shut them down with, “If you're so smart, why aren't you rich?!” Rob talks about what he learned in the years of research he did for this book. This conversation presents a cautionary tale of what can happen when a charismatic leader, flush with vast wealth decides his mission is also to dictate how people should live.Background on Rob Copeland: Rob Copeland is a New York Times finance reporter covering Wall Street, banks, and corporate power. He was previously the longtime hedge-fund beat reporter at The Wall Street Journal. He is best known for investigative, narrative-driven stories and is the author of the bestselling book, "The Fund: Ray Dalio, Bridgewater Associates and the Unraveling of a Wall Street Legend". CHAPTERS: (00:00) Introduction to Rob Copland (01:04) The Pissing Anecdote: A Lesson in Self-Awareness (05:11) Investigating the Absurd: Culture of Petty Conflicts (09:59) The Dark Side of Radical Transparency (12:04) The Pain of Reflection: A Closer Look at Confrontation (16:24) The Cost of Self-Improvement: Why People Endure (18:48) The Allure of Success: How Ray Dalio Captivates Minds (22:43) The Challenge of Self-Awareness (23:58) The Power Dynamics of Self-Knowledge (24:46) Cult Dynamics and Personal Freedom (25:52) The Role of Powerful Figures in Toxic Environments (26:38) Radical Transparency and Its Pitfalls (31:05) The Importance of External Tethers (33:28) Navigating Career Choices and Exit Strategies (37:38) The Journey of Self-Discovery and Feedback Connect with the Radical Candor team: Website Instagram TikTok LinkedIn YouTube Bluesky Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the system isn't broken… it's working exactly how it was designed? Dr. Thomas Powell joins us to break down what founders get wrong about capital, why most businesses trap their owners, and how the same patterns show up in government. This is part entrepreneurship, part constitutional reality check…and a little uncomfortable in all the right ways.
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Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, real estate investors Michael and Grace share their journey from non-real estate backgrounds to successful out-of-state property investors. They discuss market trends, investment criteria, navigating high interest rates, and strategic advice for aspiring investors. 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 —--------------------
Shannon Sharpe, Chad “Ochocinco” Johnson and Iso Joe Johnson react to the Denver Nuggets beating the San Antonio Spurs to clinch the 3 seed and face the Timberwolves in the first round, the Lakers beat the Jazz and now face the Houston Rockets in the first round, and the Sixers face the Magic in the first round of the playoffs and much more! Subscribe to Nightcap presented by PrizePicks so you don’t miss out on any new drops! Download the PrizePicks app today and use code SHANNON to get $50 in lineups after you play your first $5 lineup! Visit https://prizepicks.onelink.me/LME0/NI... 0:00 - Colton Hood joins the show11:52 - Steelers still waiting on Aaron Rodgers25:47 - Eagles trade for Dontayvion Wicks Timestamps may vary based on advertisements.) #ClubSee omnystudio.com/listener for privacy information.
After 20 years of buying and holding on the Front Range, the numbers finally said it was time to move. That moment of reckoning is exactly what this episode is about — and for anyone rethinking their Denver real estate portfolio strategy in 2026, it’s one of the most honest conversations we’ve had on this show. Adam Haman sat on an underperforming Aurora duplex longer than he should have, watched the ARM reset and the rents slide, and finally made the call. What came next is where it gets interesting. Chris Lopez sits down with Adam Haman, a Denver-based real estate broker at Your Castle Real Estate and longtime Front Range investor. Adam manages his family’s portfolio alongside his brothers and sister, and has built his holdings from a single duplex purchase in his mid-20s to a mix of duplexes, townhomes, and a full 13-building fourplex development in Colorado Springs — all built to rent. This episode is a real-time case study in portfolio rebalancing. Adam recently sold a problem duplex in Aurora after an ARM reset pushed his rate from 4.5% to 6.5% while Aurora rents dropped from roughly $2,200 per side to $1,800 — and staying full got harder. He walks through how he priced it, the lowball offers he received, and why he took a number that was lower than he’d hoped. At the same time, he’s doing a DSCR cash-out refi on a Greeley duplex he loves — locking a 30-year fixed at 6.5% and pulling out roughly $200,000 to redeploy into higher-yield income opportunities. In This Episode: Why an ARM adjustment and softening rents turned a cash-flowing Aurora duplex into a break-even liability How Adam priced, listed, and ultimately sold the property — and what the buyer’s DSCR loan had to do with the final number Where Adam sees buy-side opportunities right now, including Athmar Park and why he’s watching the Burnham Yards development Why he’s making disrespectful offers on investment properties — and how to do it in a way sellers actually respond to The Greeley duplex DSCR refi breakdown: 30-year fixed, $200K out, and why the spread into Dynamo Capital makes sense How a $6,500 earnest money deposit in 2018 eventually led to ownership of an entire Colorado Springs fourplex complex Why Adam is seriously looking at new construction duplexes in Texas — with builder rate buydowns under 4% and projected $600/month cash flow Colorado legislation, rental licenses, and what rising compliance costs mean for small landlords Watch the Youtube Video https://youtu.be/oaC-2wDXNEI Timestamps 00:00 — Welcome & Guest Introduction — Investor, Broker, 20 Years on the Front Range 01:32 — Adam’s Origin Story — Started at 25, Rookie of the Year, Then Sold Zero Homes in 2007 04:42 — Fail Fast Philosophy — Why He Wishes He’d Found Mentors Earlier 07:10 — The Aurora Duplex Problem — ARM Reset from 4.5% to 6.5% Plus Rents Sliding to $1,800 10:09— Walking Through the Sale — Listed at $575K, Final Number Around $539K and Why He Took It 14:10— Buy-Side Opportunities Right Now — Why Disrespectful Offers Are Back on the Table 15:00— Athmar Park Deep Dive — 18% Rent Decline, Burnham Yards, and the Path of Progress Question 16:08 — What Makes a Rental Perform — Lawns, Fenced Yards, and Two-Car Garages as the Formula 22:35 — Rebalancing Away from 100% Real Estate — Why He’s Diversifying Into Dynamo Capital 28:58 — The Greeley Duplex DSCR Refi — $200K at 6.5% Fixed and Why He Kept This One 25:17— Considering Texas — New Construction Duplexes at a 4% Rate Buydown Near San Antonio and Dallas 28:58 — The Greeley Duplex DSCR Refi — $200K at 6.5% Fixed and Why He Kept This One 36:47— Colorado Springs Fourplex Development — How $6,500 in Earnest Money Led to 13 Buildings 41:54— Colorado Legislation and Small Landlords — Rising Compliance Costs and What’s Changed Links in Podcast Adam Haman — Your Castle Real Estate
This is The Briefing, a daily analysis of news and events from a Christian worldview.Part I (00:13 – 10:21)American Honor, American Life: The Dramatic Rescue of an American Fighter Pilot in IranPart II (10:21 – 15:45)A New Age of Warfare: Americans Want an Exit Strategy in Iran, But the Situation is Complicated and ChangingPart III (15:45 – 23:12)Calls for Peace, Lacking in Moral Clarity: Looking at Statements by the Pope and the Archbishop of CanterburyTrump is a sinner but by disarming Iran he could be doing the Lord's work by The Telegraph (Charles Moore)Archbishop prays for Middle East peace in first Easter sermon by BBC News (Maia Davies)Part IV (23:12 – 26:16)Should a Woman Hold the Office of Archbishop of Canterbury? The Anglican Communion is Likely to Divide Over This Violation of ScriptureSign up to receive The Briefing in your inbox every weekday morning.Follow Dr. Mohler:X | Instagram | Facebook | YouTubeFor more information on The Southern Baptist Theological Seminary, go to sbts.edu.For more information on Boyce College, just go to BoyceCollege.com.To write Dr. Mohler or submit a question for The Mailbox, go here.
Five weeks into the U.S.-Israel war with Iran, U.S. President Donald Trump's first address to the nation left lots of questioned unanswered, including how the U.S. plans to end the conflict. Retired Admiral John Kirby held top communications roles at the Pentagon, National SecurityCouncil and White House and he joins the show to discuss where the war goes next. Meantime, Russia's war on Ukraine grinds on, amid mounting fears that weapons Ukraine badly needs are being diverted to the Middle East. Former Ukrainian Foreign Minister Dmytro Kuleba speaks to Christiane about the impact of that, and of President Trump's falling out with NATO powers. Then, the energy crisis in Cuba is growing more severe with every passing day, as the country struggles under the Trump administration's oil blockade. CNN's Patrick Oppmann speaks exclusively with the grandson of the late Cuban dictator Fidel Castro, who believes Havana needs to make a deal with Trump. Plus, Christiane's conversation with former White House Iran aide Gary Sick, who served in the U.S. National Security Council under Presidents Ford, Carter and Reagan. He tells Christiane why he sees Trump as a deal maker, not a history maker. And from the archive, a look back at the long fight for change in Iran. An excerpt from Christiane's report from Tehran in 2000, when the reform phase was at its height. And finally, a sneak peek at Christiane's conversation with award-winning actor Adrien Brody. He joins Christiane alongside playwright Lindsey Ferrentino to discuss their new Broadway play "The Fear of 13." Air date: April 04, 2026 Guests: John Kirby Dmytro Kuleba Gary Sick Learn more about your ad choices. Visit podcastchoices.com/adchoices
1. In Londinium, Gaius and Germanicus critique the 2026 American war against Iran, noting a complete lack of strategic goals, an exit strategy, or an understanding of the enemy. They liken the current "emperor" to infirm leaders like Tiberius or those of the third-century crisis, suggesting that the American imperial system is fracturing due to corruption and institutional decay. The debaters warn that the Americanpublic was never prepared for this escalation, mirroring late Roman instability. (1)1550 ROME
What if the business you're building today… isn't actually sellable? In this episode of the Jake & Gino Podcast, Gino Barbaro sits down with Brian T. Franco — founder & CEO of Meritage Partners — who has guided over $2 billion in business sales. Brian breaks down a hard truth: