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43 episodes with pete moore
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2 episodes with pete moore
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3 episodes with pete moore
2 episodes with pete moore
2 episodes with pete moore
In this episode, host Pete Moore sits down with Mary Laudati, a seasoned sales and marketing leader with deep roots in the HALO (Health, Active Lifestyle, Outdoor) space. From her days leading the sales group at Sports Club LA to her current role as a consultant working with top clubs across the U.S. and internationally, Mary shares her insights on building effective sales strategies, leveraging cutting-edge software like Salesforce, and creating a powerful culture of member engagement and retention. She provides boots-on-the-ground, immediately actionable tips on using data, recording sales calls, and mystery shopping to pinpoint where clubs are leaving revenue on the table—plus, the importance of strong onboarding and personal connections to keep members coming back. Mary also discusses the latest trends in CRM technology, club operations, and the shift toward shared memberships and referral models. Whether you're a club owner, sales team leader, or just passionate about the business of the HALO space, Mary's advice on finding—and keeping—members is pure gold. On early member retention, she states, "Those three months are crucial . . . for those clubs that don't have salespeople, not only do you want to embrace the incoming (they've got to follow up and make a lot of phone calls), but they also have to check on the new members and look at their attendance to make sure that they're coming in." Key themes discussed Importance of sales strategies and processes in health clubs. Customizable CRM/software solutions for sales and retention. The critical role of training and investing in your employees. KPIs, net growth, revenue, and retention. Mystery shopping and call recording for sales team improvement. Enhancing member engagement, onboarding, and relationship-building. Shared membership/referral programs to boost membership and loyalty. A few key takeaways: 1. Sales Process Needs Structure and Ongoing Evaluation: Mary emphasized that many clubs claim to have a strong sales team, but more often than not lack strategies, scripts, or KPIs. She underlined the importance of having sequential, process-driven systems and regular evaluation—often through recording, analyzing calls, and “mystery shopping” the current experience. 2. CRMs and Custom Software Are Game-Changers: A major part of the episode centers around the critical need for effective, customizable CRMs. Mary championed Salesforce for its adaptability, noting her experience implementing it at Millennium Partners. She highlighted recent successes helping clubs (like Powerhouse Gyms in Novi, MI) leverage technology to understand their numbers, coach their teams, and boost revenue. 3. Training and Investment in People Drives Revenue: Laudati strongly advocates investing in employee training alongside technology. She's seen clients who paired software adoption with robust training, and realized up to 25% growth year-over-year. She's a believer in hands-on onboarding, coaching, and ensuring team members are held accountable—not just to sales, but to ongoing member engagement. 4. Retention is as Critical as Acquisition: Both Mary and Pete stressed the importance of looking beyond just new member acquisition to also address attrition. Laudati recommends clubs track net growth (sales minus cancels), invest in the early months of a member's journey, proactively reach out to disengaged members, and create meaningful connections (a la “Cheers,” where everyone knows your name!) 5. Shared Memberships and Ongoing Engagement are Winning Strategies: Highlighting clients like Bay Clubs, Laudati also talked about the explosion of shared or referral-based memberships and how they can create instant community and value. She noted the value of actively integrating new members into programs or group activities (think personal training, group ex, or even pickleball) during the crucial first three months to help maximize retention. Resources: Mary Laudati: https://www.linkedin.com/in/mary-laudati-89206232 Mary Laudati Sales Consulting: https://www.marylaudati.com HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
* A Whole Lot Moore: Peter W. Moor, ThD is a Christian master metallurgist listed as "inventor" in patents held by U.S. Steel. Pete began speaking to Churches on Science and Evolution in 1970. His more recent work has been to help fund organizations that do scientific creation research and those who present that evidence to the public. * Aether or: ...relative nonsense. Hear a brief history, and then, not only criticisms of, but an alternate theory to Einstein's rather ridiculous postulates regarding time and space. Hear how Einstein not only dethroned Newtonian physics, but how his relativistic thinking has infected the minds of otherwise relatively smart creationists! * E-PLat - (The Simhony/EPOLA): RSR is suggesting a name for the E-PLat!! Hear how Menahem Simhony is the father of a scientifically satisfactory description of what "space" is likely made of. Originally called the EPOLA, for the "Electron/Positron Lattice," we're suggesting E-PLat to avoid confusion with a certain virus! You'll have to listen to all 4 parts of the interview to form your opinion on whether or not the EPOLA/E-PLat makes more sense to you than Einstein's "purely mathematical" description of a relativistic universe. * Deriving $10,000.00: ... and quite possibly a Nobel Prize! RSR and Dr. Moore are offering a prize of $10,000.00 to the first person to submit an acceptable technical derivation of the Gravitational Constatn "G" based on the Natural Physics and Structure of the Simhony/EPOLA Model of the Space Vaccuum. (Pre-register this prize right here)
* A Whole Lot Moore: Peter W. Moor, ThD is a Christian master metallurgist listed as "inventor" in patents held by U.S. Steel. Pete began speaking to Churches on Science and Evolution in 1970. His more recent work has been to help fund organizations that do scientific creation research and those who present that evidence to the public. * Aether or: ...relative nonsense. Hear a brief history, and then, not only criticisms of, but an alternate theory to Einstein's rather ridiculous postulates regarding time and space. Hear how Einstein not only dethroned Newtonian physics, but how his relativistic thinking has infected the minds of otherwise relatively smart creationists! * E-PLat - (The Simhony/EPOLA): RSR is suggesting a name for the E-PLat!! Hear how Menahem Simhony is the father of a scientifically satisfactory description of what "space" is likely made of. Originally called the EPOLA, for the "Electron/Positron Lattice," we're suggesting E-PLat to avoid confusion with a certain virus! You'll have to listen to all 4 parts of the interview to form your opinion on whether or not the EPOLA/E-PLat makes more sense to you than Einstein's "purely mathematical" description of a relativistic universe. * Deriving $10,000.00: ... and quite possibly a Nobel Prize! RSR and Dr. Moore are offering a prize of $10,000.00 to the first person to submit an acceptable technical derivation of the Gravitational Constatn "G" based on the Natural Physics and Structure of the Simhony/EPOLA Model of the Space Vaccuum. (Pre-register this prize right here)
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com Watch the video here: https://www.youtube.com/@halotalks =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
In today's episode, host Pete Moore sits down with Marco Benitez—a guest who brings together the worlds of Taekwondo and biomedical engineering! Marco is the founder of Rook, a "middleman" company specializing in connecting data from hundreds of wearables and medical devices. Drawing on his extensive background in sports and years in big pharma, Benitez discusses the challenges and opportunities in bridging data silos in the fitness, health, and insurance spaces. He also dives into the origins of Rook, the significance of B2B SaaS (Software as a Service) models, and the importance of building predictable, scalable solutions that empower organizations to actually use their data—not just collect it. Whether you're a fitness pro, entrepreneur, or just interested in the quickly evolving landscape of fit tech, this episode is packed with insights into how smart data integration is reshaping the way we approach the HALO space. (Health, Active Lifestyle, Outdoors) On working in the enterprise space Marco mentions, "Working with enterprise clients . . . takes a lot of time to close deals but once they are closed, you will receive a lot of feedback, and you will be in the heart of their company. Because we are an API solution, we live 'inside' the platform . . . inside the app." Key themes discussed Importance and value of data integration. Rook's middleware solution for wearables. Challenges of connecting multiple wearable devices' data. Building and scaling a B2B SaaS company. Lessons from sports and long-term business growth. The evolving role of data in healthcare and insurance. Differentiating real, actionable intelligence from the AI hype. A few key takeaways: 1. Rook Connects Wearable Data Seamlessly: Rook acts as a middleware platform that allows companies to easily integrate and extract data from over 300 different wearables and medical devices. This solves a huge pain point for fitness apps, gyms, digital health, and insurance companies that need unified, standardized, and actionable user health data without having to build separate integrations for each device. 2. B2B SaaS with Active User Pricing: Rook is a B2B SaaS company, charging clients (gyms, fitness apps, insurers, etc) based on the number of active users accessing data through the platform. This recurring revenue model is 'sticky' and predictable, making it attractive for both business growth and investors, since switching out such a middleware solution tends to be costly and pretty disruptive for clients. 3. Wearables Becoming Medical Devices: The wearables ecosystem is quickly evolving, with many devices attaining FDA clearance. This means the data they provide is now medically credible and increasingly important for areas like digital health, fitness, and prevention-oriented insurance models—creating new demand for integration platforms. 4. Long-Term Perspective: Building to Become a Data Science Company: Benitez emphasizes the value of the long game—he compares entrepreneurship to earning a taekwondo black belt. Rook's long-term vision is to move beyond just delivering clean, structured data to offering actionable intelligence, insights, and predictive analytics to their clients. 5. Flexibility Driven by Customer Need: A key lesson? Rook's roadmap for integrating new wearables is customer-focused. Rather than chasing each new device that comes out, the team prioritizes devices with the most client demand and market share. This way, they deliver real value where it matters most, instead of losing focus. Resources: Marco Benitez: https://www.linkedin.com/in/marcobzg Rook: https://www.tryrook.io HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
* Even Moore: Peter W. Moore, ThD is a Christian master metallurgist listed as "inventor" in patents held by Hughes Aircraft and U.S. Steel. Pete began speaking to Churches on Science and Evolution in 1970. His more recent work has been to help fund organizations that do scientific creation research and those who present that evidence to the public. * E-Plat - (The Simhony/EPOLA): RSR is suggesting a name for the E-Plat!! Here how Menahem Simhony is the father of a scientifically satisfactory description of what "space" is likely made of. Originally called the EPOLA, for the "Electron/Positron Lattice," we're suggesting E-Plat to avoid confusion with a certain virus! You'll have to listen to all 4 parts of the interview to form your opinion on whether or not the E-Plat makes more sense to you than Einstein's "purely mathematical" description of a relativistic universe. * Aether or: ...relative nonsense. Hear a brief history, and then, not only criticisms of, but an alternate theory to Einstein's rather ridiculous postulates regarding time and space. Hear how Einstein not only dethroned Newtonian physics, but how his relativistic thinking has infected the minds of otherwise relatively smart creationists! * Derive $10,000.00: ...and quite possibly a Nobel prize! RSR and Dr. Moore are offering a prize of $10,000.00 to the first person to submit an acceptable technical derivation of the Gravitational Constant “G” based on the Natural Physics and Structure of the E-Plat Model of the Space Vacuum. (Pre-register this prize right here)
* Even Moore: Peter W. Moore, ThD is a Christian master metallurgist listed as "inventor" in patents held by U.S. Steel. Pete began speaking to Churches on Science and Evolution in 1970. His more recent work has been to help fund organizations that do scientific creation research and those who present that evidence to the public. * E-Plat - (The Simhony/EPOLA): RSR is suggesting a name for the E-Plat!! Here how Menahem Simhony is the father of a scientifically satisfactory description of what "space" is likely made of. Originally called the EPOLA, for the "Electron/Positron Lattice," we're suggesting E-Plat to avoid confusion with a certain virus! You'll have to listen to all 4 parts of the interview to form your opinion on whether or not the E-Plat makes more sense to you than Einstein's "purely mathematical" description of a relativistic universe. * Aether or: ...relative nonsense. Hear a brief history, and then, not only criticisms of, but an alternate theory to Einstein's rather ridiculous postulates regarding time and space. Hear how Einstein not only dethroned Newtonian physics, but how his relativistic thinking has infected the minds of otherwise relatively smart creationists! * Derive $10,000.00: ...and quite possibly a Nobel prize! RSR and Dr. Moore are offering a prize of $10,000.00 to the first person to submit an acceptable technical derivation of the Gravitational Constant “G” based on the Natural Physics and Structure of the E-Plat Model of the Space Vacuum. (Pre-register this prize right here)
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com Watch the video here: https://www.youtube.com/@halotalks ====================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
In today's episode, host Pete Moore talks with Lauren Schoenfeld, founder of Active Core Consulting and a powerhouse fractional Chief Financial Officer (CFO) specializing in the boutique fitness space. With an impressive finance background spanning PwC, WeWork, and Equinox, Lauren has a unique blend of skills in the HALO sector (Health, Active Lifestyle, Outdoors) to help studios and gyms not only survive but thrive. She relays her journey from athlete to finance entrepreneur, the creation of her consulting agency during the pandemic, and how her team supports fitness businesses with everything from streamlined financial and business planning, to holistic sales and operations coaching. Schoenfeld dives into common financial pitfalls fitness operators face, why understanding your KPIs on a weekly and monthly basis is critical, and her hands-on approach to guiding owners toward sustainable growth and profitability. Whether you're struggling to get your cash flow under control, looking to scale to multiple locations, or simply want to run a tighter ship, this episode is packed with practical advice, real-world studio benchmarks, and Lauren's “just ship it” mantra. Tune in for an insightful conversation that's critical listening for anyone in the HALO space aiming to manage, measure, and ultimately maximize the value of their business. On the power of personal connection in the digital space, she states, "I also think that because our world has become so digital, even having the front desk team learn how to have conversations with people that are coming into the studio is a huge area of opportunity that we help our clients with." Key themes discussed Importance of financial clarity for fitness studios. Role and value of a fractional CFO. Building and tracking key business KPIs. Strategies for boutique studio revenue growth. Managing cash flow and operational adjustments. Software tools and systems for studio management. Community engagement and sales through conversation. A few key takeaways: 1. Strong Financial Foundations Are Essential, Not Optional: Lauren highlights many fitness studio owners lack a true understanding of their finances. She says it's not just bookkeeping that's missing but a real, hands-on understanding of cash flow, profitability, and Key Performance Indicators (KPI's.) Solid financial processes and regular P&L reviews help owners avoid surprises, make better decisions, and ultimately set themselves up for growth or a potential exit. 2. Fractional CFOs Offer Comprehensive Benefits: Lauren's firm, Active Core Consulting, provides not only CFO-level guidance but holistic support—combining bookkeeping, financial modeling, three-year business plans, and ongoing operational consulting. This all-in-one approach is especially valuable for boutique fitness studios needing more than just a traditional bookkeeper or an accountant. 3. Regular KPI Tracking Drives Better Outcomes: She stresses the importance of tracking KPIs weekly (and monthly)—not just revenue, but also leads, intro offers, membership sales, and class packs. By setting benchmarks and monitoring progress, studios can make fast changes and improve their results over time. 4. Sales and Operations Training is Often the Missing Link: Lauren found that many studios simply didn't have a solid sales process, clear guidelines, or strong community marketing strategies. Her agency often helps struggling studios by focusing first on sales and operations coaching—sometimes before touching the financial model—believing operational tweaks can quickly stop the bleeding and boost revenue. 5. Entrepreneurial Flexibility Can Beat Franchise Rigidity: While franchises promise a business-in-a-box, Lauren sees real opportunity for independent owners (and even franchisees) to create more tailored systems that genuinely fit their vision, rather than following (in many cases) overly-rigid franchisor mandates. Her team encourages owners to build scalable, profitable businesses with proven frameworks but without unnecessary constraints. Resources: Lauren Schoenfeld: https://www.linkedin.com/in/laurenschoenfeld1 Active Core Consulting: ttps://www.activecoreconsulting.com/podcast HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
In this episode, I sit down with Pete Moore — a powerhouse in the finance world who's also deeply passionate about health and wellness. We dive into how he's successfully merged these two worlds, what entrepreneurs in the wellness space need to know about finances, and his unique HALO concept, which stands for Health, Active, Lifestyle, and Outdoors. Whether you're a business owner, a fitness enthusiast, or just someone looking to live with more intention, this conversation will leave you inspired and equipped with practical insights.
* A Whole Lot Moore: Peter W. Moore, PhD is a Christian master metallurgist listed as "inventor" in patents held by Hughes Aircraft and U.S. Steel. Pete began speaking to Churches on Science and Evolution in 1970. His more recent work has been to help fund organizations that do scientific creation research and those who present that evidence to the public. * Aether or: ...relative nonsense. Hear a brief history, and then, not only criticisms of, but an alternate theory to Einstein's rather ridiculous postulates regarding time and space. Hear how Einstein not only dethroned Newtonian physics, but how his relativistic thinking has infected the minds of otherwise relatively smart creationists! * Simhony/EPOLA: Menahem Simhony is the father of a scientifically satisfactory description of what space might be made of. And EPOLA means "Electron/Positron Lattice." You'll have to listen to all 4 parts of the interview to form your opinion on whether or not it makes more sense to you than Einstein's "purely mathematical" description of a relativistic universe. * Deriving $10,000.00: ...and quite possibly a Nobel prize! RSR and Dr. Moore are offering a prize of $10,000.00 to the first person to submit an acceptable technical derivation of the Gravitational Constant “G” based on the Natural Physics and Structure of the Simhony/EPOLA Model of the Space Vacuum. (Pre-register this prize right here).
* A Whole Lot Moore: Peter W. Moore, PhD is a Christian master metallurgist listed as "inventor" in patents held by Hughes Aircraft and U.S. Steel. Pete began speaking to Churches on Science and Evolution in 1970. His more recent work has been to help fund organizations that do scientific creation research and those who present that evidence to the public. * Aether or: ...relative nonsense. Hear a brief history, and then, not only criticisms of, but an alternate theory to Einstein's rather ridiculous postulates regarding time and space. Hear how Einstein not only dethroned Newtonian physics, but how his relativistic thinking has infected the minds of otherwise relatively smart creationists! * Simhony/EPOLA: Menahem Simhony is the father of a scientifically satisfactory description of what space might be made of. And EPOLA means "Electron/Positron Lattice." You'll have to listen to all 4 parts of the interview to form your opinion on whether or not it makes more sense to you than Einstein's "purely mathematical" description of a relativistic universe. * Deriving $10,000.00: ...and quite possibly a Nobel prize! RSR and Dr. Moore are offering a prize of $10,000.00 to the first person to submit an acceptable technical derivation of the Gravitational Constant “G” based on the Natural Physics and Structure of the Simhony/EPOLA Model of the Space Vacuum. (Pre-register this prize right here).
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com Watch the video here: https://www.youtube.com/@halotalks =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
In this episode, host Pete Moore reconnects with longtime friend and fellow Emory University alum, Marcus Gordon. They dive into the significant evolution of endurance sports over the years, and the business opportunities surrounding the endurance athlete community. Marcus shares his journey from collegiate athlete and marketing professional to passionate triathlete and entrepreneur—highlighting the explosive growth in triathlons, marathons, and ultra events across the globe. Pete and Marcus chat about the gaps in the market for facilities catering specifically to endurance athletes, the concept behind Marcus's upcoming venture Endurance Ohana, and how advances in tech are transforming training and competition prep. They also touch on the importance of community, the power of simulation-based training, and what makes a truly next-level fitness experience for serious endurance enthusiasts. Marcus pulls back the curtain on his exciting plans for a destination-style facility focused on not just performance, but recovery, community, and the full spectrum of an athlete's needs. On 'viral' indoor cycling tech, Gordon mentions, "You'll be able to ride the entire Ironman Hawaii course on your trainer. And except for the wind on your face and the sun glaring down your back, you get every element of that course in terms of being able to see who's in front of you, who's behind you, the elements of going up a hill, coasting down a hill, and so on. We can bring that environment indoors and people love doing that!" Key themes discussed Endurance sports culture and personal journey Growth and popularity of triathlons/ultras Gaps in facilities for endurance athletes Concept and mission Tech integration in training and recovery Community and togetherness as core values Premium experience: Performance, recovery, and social aspects A few key takeaways: 1. A New Kind of Performance Center: Marcus is launching “Endurance Ohana,” a boutique gym and performance center specifically catering to endurance athletes—everyone from 5K runners to Ironman competitors. While traditional gyms have amenities endurance athletes use, none are truly targeted at this community's unique needs. 2. Community and Experience at the Core: The concept centers on the Hawaiian term “ohana,” meaning family and community, emphasizing a supportive, communal environment. It's not just about physical training, but also bringing together passionate individuals with similar goals in a space specifically designed for collective motivation and support. 3. High-Tech, Multi-Disciplinary Training: The facility will also feature cutting-edge options for swimming, arena-style cycling (with advanced indoor trainers, including options to bring your own bike), running, strength, mobility, and top-tier recovery options like cold plunges and saunas. There's a major focus on integrating tech for tracking and simulating real-world race conditions. 4. Training, Recovery & Content Creation: Beyond just equipment, Ohana will offer full support: Nutrition, recovery, strength, mobility, and even social media and content creation resources. The facility looks to be a true “third place” for athletes, complete with recovery lounges and podcast/video studios. 5. A Premium Membership for a Passionate Community: Expect a high-end experience, with membership hovering in the $300+ per month range. This reflects both the deeply invested target audience (endurance athletes already spending heavily on gear and races) and the all-inclusive nature—training, recovery, storage, and community all under one roof. Resources: Marcus Gordon: https://www.linkedin.com/in/marcusgordon Endurance Ohana: https://enduranceohana.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com Watch the video here: https://www.youtube.com/@halotalks =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
On today's episode, host Pete Moore sits down with Emma and Ben Stallworthy, the husband and wife team behind the Melbourne-based, Your Reformer. With a foundation built on serial entrepreneurship and a huge passion for Pilates, Emma and Ben share their story from reviving a rundown health club to scaling a successful chain of gyms, and ultimately selling their business to a major player. They dive into the challenges of pivoting from brick-and-mortar to launching their own Pilates equipment and digital content venture, all while (trying!) to balance family life, married life, and staying true to their values. Listen now for some candid conversations about risk-taking, jumping on opportunities, and why they believe the future of wellness lies in making Pilates accessible anytime, anywhere, and for anyone. On knowing your bottom line during negotiations, Emma states, "Make sure you're equipped with the right advisors around what is a realistic valuation that you can have some wiggle room in negotiation to move with. You should know, what's my bottom line, what would I walk away from, and what am I comfortable with? This way, you can then go in there and be comfortable with either decision and have no regrets." Key themes discussed Building and scaling health clubs in Australia. Entrepreneurial journey and personal growth. Introducing reformer Pilates into gyms. Navigating acquisitions and business exits. Creating boutique wellness experiences within larger clubs. Transitioning to digital and at-home Pilates solutions. Balancing family life with business partnerships. A few key takeaways: 1. Entrepreneurial Spirit and Diverse Ventures: The couple's journey highlights their strong entrepreneurial drive. From purchasing a rundown club at 22, to experimenting with other unusual businesses, they've shown a knack for identifying and chasing new opportunities. Their evolution to focusing on one “core thing” (Pilates, with Your Reformer) demonstrates the power of learning, adaptation, and focus. 2. Building, Growing, and Exiting a Fitness Chain: They took a failing gym, revamped it, and eventually scaled to six clubs (Pinnacle Health Clubs) by innovating early—like introducing 24/7 access before it became common. This alone doubled their membership! Their ability to consistently listen to member needs and adapt offerings was essential for sustained growth, culminating in a successful exit to Viva Leisure. 3. Pilates and Boutique Wellness as a Growth Engine: The pair recognized Pilates—specifically Reformer Pilates—as a critical differentiator and a driver of future growth. By integrating boutique wellness elements into their clubs, they expanded the appeal and unlocked additional revenue, with up to 30% of members opting in for premium wellness options. 4. Navigating the Acquisition Process: Emma and Ben shared valuable advice on selling a business: When a strategic buyer comes with an offer, don't let personal attachment cloud your judgment! They stressed the importance of getting solid advice, knowing your worth, negotiating from a position of strength, and recognizing that the first offer is often the best. Detaching emotionally and staying commercially minded is crucial. 5. Transitioning to Product and Digital Solutions: After their exit, they transitioned from brick-and-mortar gyms to manufacturing reformer Pilates machines and digital solutions, supplying both commercial facilities and the home market. Your Reformer meets the needs of major gym chains to home users, making Pilates more accessible without breaching any non-compete. They've combined design, content, and hardware into user-focused solutions, leveraging insights from hands-on, member-facing experience. Resources: Emma Stallworthy: https://www.linkedin.com/in/emma-stallworthy Ben Stallworthy: https://www.linkedin.com/in/ben-stallworthy-912625a1/ Your Reformer: https://yourreformer.com/ Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com Watch the video here: https://www.youtube.com/@halotalks =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
On this episode, host Pete Moore reconnects with Jaja Jackson, a longtime friend and fellow Harvard Business School alum, for a deep dive into the intersection of real estate, hospitality, and health. Jaja shares his path from developing homes and communities, to joining Airbnb in its pivotal years, where he helped bridge the gap between multifamily housing and the (then) cutting-edge world of home sharing. Now a leader at Iconic Capital, Jackson discusses how his team has reimagined multifamily properties to boost net operating income and create vibrant, HALO-focused communities. (Health, Active Lifestyle, Outdoors.) Pete and Jaja explore how many lessons from hospitality and flexible living can--and probably should--carry over into the health club industry—emphasizing the importance of relationship-building, curated experiences, and bringing on top-tier talent. They discuss the role of loneliness in today's health crisis and offer actionable ideas for club operators, from employing inspiring staff to forming innovative partnerships with residential buildings. Jackson provides solid suggestions and practical takeaways from outside the industry that any club operator would do well to take seriously. Listen now for this fresh perspective on elevating the HALO sector. On increasing the yield in multifamily without major renovations, Jackson states, "All you're doing is changing the operator and in some cases investing in furnishings to extend the value and the operation of your amenities in common spaces . . . that translates into an unlevered yield increase of between 1 and 5 or 6%. And it's tremendous!" Key themes discussed Evolution of Airbnb and real estate partnerships. Creating flexible living asset classes for higher returns. Overcoming resistance and building trust in hospitality innovation. Strategies to enhance resident and member experiences. Importance of health, wellness, and community in living spaces. Leveraging talent (athletes, trainers) for cultural impact. Addressing loneliness and building genuine connections. A few key takeaways: 1. Transforming Multifamily Real Estate Through Flexible Living: Jaja shared his experience moving from "traditional" real estate development to pioneering “flexible living” while at Airbnb and now at Iconic Capital. By blending hospitality concepts with class A multifamily buildings, he helped create new asset value and returns, boosting net operating income by 15–40% without expensive renovations. 2. The Power of Trust and Experience in Merging Hospitality & Real Estate: Initially, the biggest hurdles were skepticism and trust issues from large apartment owners about the idea of short-term rentals. Jaja and his team addressed this by building software and policies ensuring resident safety and a trusted experience, paving the way for programs like Airbnb's Friendly Buildings. 3. Culture and Personalization Are Game Changers in Health and Fitness: Drawing parallels to the health club space, Jaja highlights that the sector is overdue for a hospitality-like approach—moving beyond transactional relationships to foster real community and deep personalization. He suggests health clubs can learn from hospitality by knowing members' needs, supporting their goals, and making every interaction memorable. 4. Building Community and Combating Loneliness: Both in multifamily living and health clubs, facilitating real connections is crucial. Jaja's approach includes encouraging residents to meet each other through fitness amenities and group activities, even integrating professional athletes as resident “ambassadors” to inspire and engage. He strongly believes in addressing not just physical health, but also combating loneliness and building social connections as a core part of wellness. 5. Talent and Ownership Mindset Are Critical: Whether in property management or fitness clubs, success hinges on having the right people—those who think like owners, have charisma, and are invested for the long term. Jaja and Pete both emphasize the importance of intentional hiring (“pay for talent”) and instilling commitment, suggesting businesses treat employee recruitment and culture-building as vital investments, not afterthoughts. The statements by Jaja are not investment advice and do not represent ICONIQ Capital or Airbnb. Resources: Jaja Jackson: https://www.linkedin.com/in/jaja-jackson-36832a57 Iconiq Capital: https://www.iconiqcapital.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Attention Indie Operators: You Have 36 Months. . . :( Ya'll know Pete Moore as "Captain HALO!" But for this episode he's temporarily changing titles to "Dr. HALO" (!) because he has a prognosis and it's concerning.
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
On this episode host Pete Moore sits down with Spoonful founder Bradley Gifford, an entrepreneur whose discusses his fairly non-traditional path from digital marketing to healthy food innovator. He opens up about how a childhood wake-up call around his health spurred a lifelong passion for wellness, ultimately leading him to shed over 70 pounds and dive headfirst into the world of nutritious food. Pete and Brad explore the realities of launching a consumer brand, the structural challenges of modern food marketing, and the importance of genuine relationships—both with retail partners and the local community. He opens up about the discipline required to bootstrap a product-based business, the surprising gaps in the industry, and a recent investment from Pharrell Williams and the Brooklyn Nets ownership group. When it comes to marketing, Gifford mentions, "The trick is to tow the line from a positioning and a branding sense . . . where you're able to appeal to a wide variety of consumers, without compromising on any of the things that matter as a company. And that's really where your kind of magic can be found, and that's where Spoonful was born." Key themes discussed Challenges of healthy food accessibility and education. Brand differentiation in the competitive food market. Importance of community and local partnerships. Navigating premium pricing and brand positioning. Building relationships with retailers and customers. Funding, bootstrapping, and scaling a food startup. A few key takeaways: 1. Personal Health Journey Sparked the Business: Gifford's entry into the healthy food industry was deeply personal. After a childhood spent eating sugary cereals and developing high blood pressure at 12, he overhauled his lifestyle, losing 70 pounds. That made him passionate about making healthy food more accessible, enjoyable, and convenient—laying the foundation for Spoonful. 2. Gap in the Market for Healthy, Enjoyable Food: Working at the Dog Pound gym and later Spartan, he observed that even wellness-focused spaces lacked truly healthy, flavorful, and fresh food options. Many brands positioned as healthy didn't resonate with people who didn't already identify as “healthy” eaters. 3. Community, Accessibility, and Premium Positioning: Spoonful took a grassroots-first approach, focusing on being present in local cafés and community-centric spots rather than immediately trying to target big grocery chains. This emphasized deep relationships with partners, selecting venues with strong local reputations and limited healthy food choices—which allowed Spoonful to command premium pricing. 4. Building Brand Through Relationships: Bradley stressed the critical importance of face-to-face relationship-building in the early stages of Spoonful. Whether with café owners, staff, or customers, personal connections allowed for valuable feedback, trust, and loyalty. This also made community events and collaborations a key part of their growth. 5. Bootstrapping, Funding, and Thoughtful Growth: Spoonful was bootstrapped from the start, with a disciplined and selective approach to capital raising and expansion. Brad highlighted the challenges of working capital and the need for recurring revenue through B2B partnerships (like supplying offices.) He recently also secured investment from notable backers (Pharrell Williams and Brooklyn Nets owners), but also advocates founders rigorously vet growth opportunities, avoid overextending, and focus on sustainable, margin-positive deals. Resources: Bradley Gifford: https://www.linkedin.com/in/bradley-gifford Spoonful: https://www.spoonful.life Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
EōS Fitness is one of the bellwether brands in the HALO space, and for good reason! Listen now to today's HALO Talks Fast Break as Integrity Square Managing Partner & Founder, Pete Moore talks about the history of the brand, where it came from, what the name means, and how this all led up to a pending sale from BRS Capital Partners to TSG Consumer.
Today, host Pete Moore sits down with Michael Pesta, a veteran in the HALO space whose career has bridged the fitness, entertainment, and tech industries. Michael shares his journey from his beginnings at AFAA—where he played a key role in pioneering fitness education and telemarketing globally—to an unexpected pivot into film and music production. Mike's story started in the mid-1980s, when, as a struggling actor, he agreed to help move boxes at an organization he hadn't heard of—never suspecting it would literally change his life. Michael quickly found himself drawn into the organization's mission and over time, rose from a casual volunteer to become the director of membership. Michael is now back in the HALO sector with an innovative focus on telefitness, aiming to bridge the longstanding gap between the fitness and healthcare industries. Pete and Michael discuss the evolution of fitness education, the changing landscape of personal training, the integration of technology, and Pesta's vision for a new era where trainers, healthcare professionals, and clients all connect seamlessly. Key themes discussed Evolution of fitness industry education and certification. Partnerships between fitness brands and major companies (e.x., Reebok.) Transition from fitness to entertainment and back. The rise of telefitness and telehealth platforms. The challenges and benefits of online personal training. The importance of connecting fitness with healthcare services. A few key takeaways: 1. AFAA's Early Days and Industry Impact: Pesta entered the fitness space by chance with AFAA (Aerobics and Fitness Association of America), which at the time was a key player in fitness education and certifications. He helped develop their telemarketing division and played a major role in expanding programs globally, including strategic partnerships like outfitting instructors worldwide with Reebok shoes. 2. Adaptation and Collaboration Are Key in Fitness Partnerships: Michael highlighted the importance of partnerships between leading fitness brands and educators. Collaborations with companies like Reebok brought vast exposure and validation to AFAA's education programs. However, he also notes that how big brands like Nike and Reebok interact with the sector continues to evolve, and education may not always be their current focus, despite massive historical investments. 3. Career Shifts Bring Transferable Skills: After a successful run in fitness, Pesta took a leap into the entertainment industry, producing films and learning every facet of the production business. This gave him valuable skills in production, marketing, and distribution—skills he would later apply upon returning to the fitness and telehealth sectors. 4. The Next Big Thing-Telefitness as an Extension of Telehealth: Michael's current focus is to create a trusted, HIPAA-compliant platform that not only vets the best personal trainers but also positions them for direct referrals from healthcare providers. This effort aims to solve the industry's historical inability to connect personal training with mainstream healthcare. 5. Support and Upskilling for Personal Trainers: Telefitness will provide personal trainers with new opportunities for entrepreneurship, offering lead generation, business-building support (like webinars specifically for virtual training), and potential client referrals sourced from both healthcare and consumer channels. Trainers won't be charged upfront SaaS fees; instead, the model will center on revenue-sharing. The emphasis is on elevating trainers' roles, including launching specialties like the “medical personal trainer.” Resources: Michael Pesta: https://www.linkedin.com/in/michael-h-pesta-satori-1a9776a5/ AFAA: https://www.afaa.com Classroom Trainer: https://www.classroomtrainer.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Welcome to HALO Talks! In this episode, host Pete Moore sits down with Tom Morrissey, founder of Solo Health Collective and a seasoned veteran in the health insurance world, to unpack the complex—and often misunderstood—landscape of healthcare for self-employed professionals. With a career spanning decades at Cigna and deep experience serving everyone from major corporations to solo entrepreneurs, Tom shares how he's dedicated his life to helping small business owners and solopreneurs access quality, affordable health coverage. Despite his success in the large-account space, Tom noticed an unmet need: Small and mid-sized businesses were often overlooked by health insurers and weren't given access to innovative cost-saving or health improvement solutions that benefited the bigger corporations. If you're a personal trainer, group ex instructor, wellness coach, massage therapist, or any professional running your own business, this conversation is a game changer. Tom explains the differences between HMO and PPO plans, why traditional ACA ("Affordable Care Act") options can fall short for the self-employed, and how his company's unique group plan model is designed to deliver robust coverage (including preventive care and nationwide access) with transparent pricing and minimal out-of-pocket surprises. Plus, hear about partnerships with organizations like the Freelancers Union, and learn how innovative features like HSAs can work for you—even covering perks like fitness classes. On the healthcare issues facing entrepreneurs, Morrissey states, "We saw the growth. It depends on who you listen to, but estimates are that there'll be 90M solo business, owners by 2028. I want to say there's about 60M now. The guys and gals that own these businesses . . . I think, especially when they're young and healthy, are the ones that get screwed the most in healthcare. You know? All they really have access to is ACA plans." Key themes discussed Challenges of health insurance for solopreneurs and self-employed. Differences between PPO and HMO health plans. Underwriting and rate-setting for solo business owners. Preventive care coverage and HSA/HSA usage changes. Brand trust versus new insurance providers like Solo Health Collective. Partnerships with organizations such as Freelancers Union. Long-term cost sustainability for healthier insurance collectives. A few key takeaways: 1. Solo Health Plans Are Filling a Major Gap: Morrissey explains how traditional health insurance often overlooks solopreneurs and small business owners, especially in the HALO space. His company, Healthy Business Group via Solo Health Collective, is designed specifically to provide comprehensive PPO health plans to solo business owners—offering an alternative with more flexibility and better coverage than typical limited-network ACA and HMO options. 2. Key Plan Advantages-PPO Access and Maximum Out-of-Pocket Clarity: Unlike many ACA or HMO plans that limit provider networks and access, Solo Health Collective offers nationwide PPO plans, granting members broader access to healthcare providers. They also have a straightforward approach: After the deductible is met, there's no coinsurance—meaning your deductible is the absolute maximum you'll pay out-of-pocket for covered expenses (with all preventative care covered in full and not applied to the deductible). 3. Plans Are Designed for Solo Business Owners With Medical Underwriting: To qualify, you must have an EIN (Employer Identification Number) and be a business owner without employees. Members go through a quick, five-question medical underwriting process, which allows the plan to provide tailored age, and location-based rates—often significantly less expensive than standard individual policies, especially for young, healthy professionals. 4. HSAs and Innovative Usage for Wellness Are Embraced: The plan supports health savings accounts (HSAs), and Tom shared how, thanks to evolving IRS guidelines and technology, people can now use HSA funds for things like fitness classes and certain wellness purchases, expanding the value of pre-tax health dollars and encouraging preventive care and healthy lifestyles. 5. Long-Term Value and Stability Solo Health Collective is built on a self-insured, level-funded model supported by robust reinsurance (Odyssey A+ rated.) This allows the collective to stabilize costs and potentially keep renewal increases lower than the industry average—especially as it pools healthier, proactive members like those in the wellness and fitness industries. The long-term goal is to create a sustainable, affordable health insurance solution specifically for entrepreneurs who have historically been underserved. Resources: Thomas Morrissey: https://www.linkedin.com/in/tommorrisseyhbg Solo Health Collective: https://hbgsolo.com How It Works: https://hbgsolo.com/how-it-works Freelancers Union: https://freelancersunion.org/insurance/health Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
A LOT has happened since Crunch's early days! Humble Beginnings & Early Growth: Crunch started in 1989 with Doug Levine, Roger Harvey (Crunch's first COO), and a powerhouse team, quickly making waves in the highly competitive NYC fitness scene. Big Deals & Bumpy Roads: Bally Total Fitness bought Crunch in 2001 for $90 million, but soon faced challenges. A few years later, Angelo Gordon (with Pete Moore himself on the deal side) acquired the company for half that price—$45 million. Growing Pains: Membership dropped from 92,000 to 72,000, forcing Crunch into bankruptcy in 2009. This time was all about resetting, restructuring, and prepping for the future. A Decade of Determination: Crunch worked hard to dial in their business model, launching a successful franchise program and slowly but steadily building momentum. Skyrocketing Success: By 2019, TPG Growth snagged Crunch to accelerate its franchising efforts, which paid off. Fast-forward to today: Leonard Green has acquired Crunch for a stunning $1.5 billion. The company now boasts 500 locations and 3 million members! One solid takeaway? Spotting potential in a struggling business—and having the patience, grit, and right partners to see it through—can lead to incredible success. Crunch isn't just surviving, they're thriving. With blue-chip private equity backing and a proven growth strategy, the future looks bright. RESOURCES: Crunch Fitness: https://www.crunchfitness.com Sale of Crunch to TPG: https://www.tpg.com/news-and-insights/tpg-backed-crunch-fitness-announces-strategic-investment-from-leonard-green-partners Doug Levine's Live HALO Talks in NYC: https://youtu.be/h-qDEAS5LsM?si=kh0GclOgGmwXMxhS
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
On this episode of HALO Talks, host Pete Moore sits down with Gabriel Cian, a serial entrepreneur from France with a passion for longevity and health innovation. Gabriel shares his journey from building and successfully exiting two tech startups to founding the 2060 Foundation, an organization dedicated to advancing longevity through investment and policy change. The conversation dives further into the intricacies of selling a company, the booming field of longevity science, and the crucial roles of healthspan, lifespan, and mental health in extending quality of life. Gabriel and Pete also discuss the challenges and opportunities facing entrepreneurs in this space, the global landscape of longevity policy, and how his foundation is helping drive change through investment and advocacy. Whether you're a startup founder, investor, or simply curious about the future of human health and well-being, this episode is packed with insights and inspiration from one of the leading voices in the field. When it comes to the aging process, Cian states, "We are trying to slow it down, stop it, or even, let's be crazy, reverse it! And this is more science fiction-like. It's more futuristic, and it's certainly riskier as a business model." Key themes discussed Serial entrepreneurship and successful tech company exits. Structuring and achieving earn-outs during company acquisitions. Transition from tech to longevity and health span focus. The mission and activities of the 2060 Foundation. Importance of mental health and social connections in aging. A few key takeaways: 1. Career Pivot to Longevity: Gabriel built and successfully exited two tech startups (including getemail.io), primarily in AI, big data, and marketing automation. After his last exit in 2021, he shifted his focus entirely to the field of longevity, dedicating the next chapter of his life to helping people live longer, healthier lives. 2. Longevity Ecosystem: Healthspan vs. Lifespan Gabriel outlined two "ecosystems" within longevity: Healthspan: Practical, current interventions like physical activity, nutrition, sleep, stress management, and proven supplements. Lifespan: The science-driven, experimental side aiming to understand and potentially slow or even reverse aging at the biological level—an area that's more risky but with potentially greater breakthroughs. 3. The 2060 Foundation's Unique Model: His 2060 Foundation is structured to bridge short-term and long-term solutions. In the short-term, they're building startups focused on healthspan (which investors and VCs more easily understand.) The profits and expertise from those support longer-term, riskier projects—like advocating for legal and regulatory changes and funding true lifespan-extending science. 4. Investment Club Approach: A core project of the 2060 Foundation is an investment group made up of entrepreneurs passionate about longevity. Their aim is to funnel more capital and mentor talent into both healthspan startups and true longevity biotech, without seeking profit for the foundation itself. 5. Policy, Prevention, and Advocacy Gabriel emphasized two roadblocks to progress in longevity: Governments' reluctance to fund true "preventative" healthcare versus reactive "sick care", and the fact that aging isn't classified as a disease on a global medical level, which limits research funding. Resources: Gabriel Cian: https://www.linkedin.com/in/gabriel-cian-807b39156/?originalSubdomain=fr Ikare.ai: https://www.ikare.ai 2060 Life Foundation: https://2060.life Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
On this episode, host Pete Moore dives into the cutting-edge world of regenerative medicine and longevity with guests Howard Leonhardt, founder of Leonhardt Ventures and Lionheart Health, and Scott Hoots, an expert in health and wellness franchising. Leonhardt is an innovative medical entrepreneur whose journey started in 1982 with the founding of Leonhardt Ventures, the parent of Lionheart Health and Lionheart Longevity and Wellness. Over the decades, Leonhardt has pioneered groundbreaking medical inventions—most notably in combining stem cells with bioelectronic stimulation to assist in regenerating parts of the heart muscle. Since launching this research in 1988, Leonhardt has raised and invested more than $150 million, driving clinical trials in collaboration with over 50 leading research centers worldwide, including the Mayo Clinic and Cleveland Clinic. To date, over 600,000 patients have been treated using technologies developed by Leonhardt, whose inventions have generated more than $1.7 billion in annual revenues for their acquirers. With regards to turning back the clock on aging, Howard states, "Lionheart Health technologies basically, in short, helps in regenerating your body twenty years, and that includes skin, hair, sexual health, and joint health. That is our goal for our clinics. That is our goal for our products, and we have 500 patent claims protecting that very unique technology." Key themes discussed Longevity and regenerative health technologies to help reverse aging. Lionheart Health's patented EMS suits and stimulators. Business models: Licensing, franchising, and commercialization strategies. Clinical results and patented protein expression stimulation. Integration opportunities for med spas and fitness operators. Investment options in Lionheart Health and related ventures. Challenges of competing with traditional pharma solutions. A few key takeaways: 1. Lionheart Health's Unique Regenerative Technology: Howard Leonhardt's team has developed technology that combines stem cells and bioelectric stimulation to aid in regenerate tissue and reverse aging signs. Their EMS suits and stimulators are patented to specifically induce the production of proteins—like klotho and follistatin—that are associated with longevity and age reversal. 2. Clinical Results and Diverse Applications: Lionheart Health's approaches are already well-tested: Over 600,000 patients have been treated with related technologies, and the team has run FDA trials and partnerships with top institutions (Mayo Clinic, Cleveland Clinic, etc.) Applications extend beyond muscle and joint health to skin, hair, and sexual health—essentially offering full-body rejuvenation. 3. Business Model-Licensing and Franchising: The team is rolling out Lionheart Health through both licensing and franchising. Existing med spas, EMS studios, or wellness clinics can license these suits and stimulators, differentiating their business and adding high-value longevity services. Franchise opportunities will open up more broadly in 2025, with flexible models to suit different markets. 4. Revenue Potential and Clinic Setup: Licensing starts at $40,000 for a dedicated suite, with ongoing royalties. The professional EMS suits for clinics range in cost; most studios operate on a membership basis, with clients attending regular sessions (e.g., twice weekly for 4-12 weeks.) The company has plans for significant expansion, targeting over 100 licensed/franchised locations in the coming years. 5. Vision-Competing with Traditional Solutions: Lionheart is directly challenging “big pharma” and traditional approaches (like pill-based ED solutions), offering regenerative, non-pharmaceutical interventions. They're participating in major longevity challenges (such as the $101 million XPRIZE for healthspan), aiming to drastically improve muscle, brain, and immune health—potentially reversing aging by 20 years for participants. Resources: Howard Leonhardt: https://www.linkedin.com/in/howard-leonhardt-6694185 Leonhardt Health: https://lionhearthealthstim.com Leonhardt Ventures: https://leonhardtventures.com Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
Today's Thursday . . . and that means another HALO Talks-Fast Break! Integrity Square Founder and HALO Talks host Pete Moore, dives into the complexities of inventory debt financing in the e-commerce sector, especially as tariffs continue to shake up the financial landscape. Pete also explores the intricacies of high-interest loans for inventory, as financial institutions begin scrutinizing financial compliance more than ever. Buckle up for potentially challenging months ahead as we navigate this evolving terrain. A few key takeaways: 1. Impact of Tariffs on Inventory: The episode discusses how tariffs are potentially impacting the financing of inventory, especially for companies involved in ecommerce that rely on overseas shipments. The tariffs (and on-again/off-again nature of the current administration) pose risks that need to be managed by both companies and their lenders. 2. Risk Management by Banks: Financial institutions are increasingly cautious, with banks scrutinizing loans more closely. Some are already directly accessing company financials to monitor monthly financial performance, aiming to mitigate risks associated with high-interest loans for inventory management. 3. Stringent Compliance Measures: There's a move towards tightening compliance. Banks are expected to enhance their scrutiny of debt facilities, ensuring that they only lend to companies with a strong ability to repay, given the financial uncertainty heightened by tariffs. 4. Operational Precautions: Companies need to brace themselves for an environment where financial oversight and risk evaluation by lenders become more stringent. This also suggests a need for companies to maintain robust financial health and present transparent records. 5. Market Uncertainty: The overall message is that the coming months might be "challenging", with potential shifts in how debt and financing will be managed. Pete advises companies to prepare accordingly, indicating a period of financial conservatism might be necessary.
Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
Today's Thursday . . . so that means another HALO Talks-Fast Break! Integrity Square Founder and HALO Talks host Pete Moore, dives deep into the mergers and acquisitions current landscape in the HALO sector, highlighting key movements that will shape the industry for the next five years. Pete discusses the sale of five companies from one private equity firm to another, including the announced sale of Crunch Fitness by the TPG Group. He explores the strategic decisions around debt, risks akin to those faced during COVID by companies like YouFIT and Gold's Gym, and the financial benchmarks set by giants such as Planet Fitness and Lifetime Fitness. Pete also touches on two rapidly expanding sunbelt chains and area developers in the Northeast and Southeast. Tune in to understand how these fastbreak deals will set the tone for the future of the HALO sector. Go HALO! A few key takeaways: 1. Upcoming Private Equity Transactions: There are five significant companies in the sector that are set to be sold from one private equity firm to another. These transactions will be instrumental in setting the tone of the industry for the next five years. 2. Crunch Fitness Sale: The sale of Crunch, currently owned by TPG Group, is one such anticipated deal. It's predicted that the sale will aim for a multiple just under the 20 times EBITDA that Planet Fitness enjoys. 3. Debt Considerations: Another key point is how much debt will be used in these acquisitions. The amount of debt can impact the risk level of the business, especially if another unforeseen black swan event like COVID reoccurs. 4. Growth and Expansion: Two fast-growing chains in the Sunbelt region and substantial Northeast and Southeast franchises are also in play, showing a strong trend toward growth and expansion in the sector. 5. Public Company Benchmarks: Public companies like Planet Fitness trading at 20 times EBITDA provide a benchmark for private deals, influencing how these private equity transactions are structured and valued. Resources Crunch deal: https://www.reuters.com/markets/deals/tpg-explores-15-billion-plus-sale-gym-chain-crunch-fitness-sources-say-2024-12-03/
Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
In today's episode, host Pete Moore is joined by dynamic entrepreneur, Kevin Wathey. Kevin shares his journey from a deeply personal tragedy with his Mom, to becoming a multi-faceted entrepreneur, spearheading innovative projects across the globe. The discussion dives into two latest (and very complementary) ventures, including a new wellness resort set in Costa Rica, tailored for high-performing individuals seeking holistic health transformations. Kevin also touches on Baseline, his health tech platform designed to revolutionize personal health management by offering customized experiences based on unique biological data. With insights on personal motivation, the importance of wellness, and his ambitious plans for future locations in Italy and South Africa, this episode is a must-listen for those interested in the fusion of hospitality, technology, and health. On building out Velara, Kevin mentions, "The acquisition in Costa Rica was a preexisting boutique hotel. It was 24 rooms, two restaurants, a spa, and five acres of beachfront, on the Pacific Coast in the in the Nicoya Blue Zone. The intention was never to keep it as is, but to expand it. Right before we closed on it, the previous owner came to me and said, 'Hey. We have two extra plots of land adjacent. Would you like those as well?" Key themes discussed Overcoming Limits Through Determination Opens Yoga Studio at 24 Beachfront Hotel Expansion Project Pura Vida: A Subtractive Approach Baseline: Life Quality Scoring Platform Redefining Success and Profitability Embrace Workout Recovery Now A few key takeaways: 1. Tragic Inspiration: Kevin shared a deeply personal story about how his mother's battle and subsequent passing from pancreatic cancer inspired him to pursue a "life without limitations." This taught him that whatever we focus on, we have the potential to accomplish. 2. Career Path: Kevin's journey from playing semi-pro hockey to getting into acting, then discovering yoga in Bali, and eventually moving into the hospitality industry, showcases his wide variety of experiences. These varied paths have shaped his entrepreneurial ventures today. 3. Building in Costa Rica: Kevin discussed acquiring and expanding a pre-existing boutique hotel in Costa Rica into a larger resort with a focus on health and wellness tailored to guests through testing prior to their stay. This venture targets high-performing individuals seeking more holistic health experiences. 4. Baseline Health Tech Platform: Complementing the resort, Kevin is also developing Baseline, a health tech platform that provides personalized health scores based on lifestyle and behavioral interventions. It's designed to track a client's health progress over time and is aimed at reducing dependence on pharmaceuticals. 5. Entrepreneurial Vision: Kevin is balancing two major projects simultaneously, driven by an overarching vision of holistic wellness and lifestyle improvement. He sees both as complementary, each aiding the success of the other. Click here to download transcript. Resources: Kevin Wathey: https://www.linkedin.com/in/kevinwathey Baseline: https://www.getbaseline.com Velara Resorts: https://velararesorts.com Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
Today's Thursday. . .so that means another HALO Talks-Fast Break! Integrity Square Founder, Pete Moore, was out on location with Brian Mitchell (happy birthday!
Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com ===================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com ===================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
In this episode, host Pete Moore sits down with Fadi Zoghzoghy, founder and CEO of Bridge Athletic. Fadi shares his insights about the transformative power of tech for the training market, particularly for college and professional athletes and coaches. With a strong background in tech, Fadi goes further into how Bridge is digitizing weight rooms and enhancing athlete development through personalized training, learning, and adaptive learning strategies. Bridge is not just about efficiency, but also about improving performance and player engagement. On bringing coaching "into the 21st century and seeing a white space," Fadi states, "There are no tools out there to help them do their job . . . efficiently and effectively. They're spending a lot of time in Excel designing these training plans. They're sending YouTube links. They're following up via text messages. It's all pretty much done in 1990's tech. That was the opportunity that we went after initially." Key themes discussed Digitizing athletic training and development Empowering strength coaches with modern tools Pricing software's value proposition Measuring user engagement stickiness Athletic program performance analysis Success stories in fitness innovation Entrepreneurial impact on community A few key takeaways: 1. Bridge Athletic's Impact on Efficiency: Bridge is a tool designed to digitize the weight room and optimize the workflow of strength and conditioning coaches. The platform helps them move away from traditional pen and paper or Excel-based methods to a digital system that saves coaches an average of forty minutes per day. 2. Focus on Strength and Conditioning: Initially targeting the strength and conditioning community, Bridge aims to enhance the efficiency of coaches by allowing personalization of training plans and facilitating better engagement and compliance from their athletes. 3. Adoption and Retention: The platform boasts high retention once an organization brings them in. Once coaches and athletes see the benefits of Bridge's digital strategies and how much more efficient things become, the tech becomes an integral part of the training processes. 4. Versatile Applications: Bridge is also used across various sectors, including pro teams, college athletics, tactical communities, and the fitness industry. Its applicability ranges from enhancing athlete development to aiding fitness professionals in business growth. 5. Positive Experiences and Testimonials: The platform has significantly impacted users, which is evident from their many unsolicited testimonials ranging from helping athletes in recovery journeys to contributing to their performance and overall satisfaction. Click here to download transcript. Resources: Fadi Zoghzoghy: https://www.linkedin.com/in/fadi-zoghzoghy-420b3311 Bridge Athletic: https://www.bridgeathletic.com Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
Every Wednesday we will release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com ===================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
In this episode, host Pete Moore sits down with Noam Tamir, successful entrepreneur, long-time fitness veteran, and founder of TS Fitness. Noam shares his journey from working at Crunch to building his own space in New York City in 2011. He talks about the importance of understanding business numbers, creating a strong team culture, and developing effective client relationships. Pete and Noam also dive into the evolving fitness landscape, the significance of community in client retention, and the role of personalized strength and conditioning in achieving fitness goals. Tamir provides some fantastic tips on his success, the challenges he has overcome, and his future plans while staying true to his passion for building communities and transforming lives. On creating a secure and growth-oriented working environment, Tamir states, "This year was the first time I put people on salary. People crave security. One thing that I do to prioritize my day is I'll write out the five biggest things that I need to get done. That's something that I also translate to my team. I share that constant pursuit of growth . . . and it helps them get locked into their job here." Key themes discussed Learning from mistakes Boutiques and customer connection AI, sports, and personal memories Strength training for optimal results Expanding beyond NY Excitement for 2025 trends A few key takeaways: 1. Entrepreneurial Journey: Noam shares his journey from being a personal trainer at Crunch to becoming an entrepreneur. He emphasizes the importance of learning business operations and management skills, as these foundational experiences helped tremendously when starting TS Fitness. 2. Business Strategy and Growth: Despite pressures to expand, Noam has maintained one location for over a decade. (An extremely rare feat in arguably the most competitive fitness market in the country.) He highlights the effectiveness of small group personal training as a key to his success, indicating a strategic choice to focus on quality over quantity. 3. Client Retention and Community Building: Noam underscores the significance of building a true community within his studio. He believes that while clients come for fitness goals, they end up staying because of the community and personal connections they've built. 4. Metrics and Management: The importance of knowing and tracking business metrics is crucial. Noam discusses the use of a scorecard to track revenue, expenses, member numbers, and other key performance indicators, which helps him manage things effectively. 5. Holistic Health Approach: TS Fitness takes a comprehensive approach to health, incorporating strength training with cardiovascular exercises and nutritional guidance. Noam emphasizes the need for balance and the benefits of strength training combined with other forms of exercise and healthy eating to achieve overall wellness. Click to download transcript. Resources: Noam Tamir: https://www.linkedin.com/in/noam-tamir-fitness/ TS Fitness: https://tsfitnessnyc.com/ Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
In this episode, host Pete Moore sits down with Marco Ferdinandi, a fitness industry expert with a rich career spanning New Jersey to Hong Kong. Marco discusses his journey from being a strength and conditioning coach to founding AQ Strong, a brand focused on athletic wellness in Hong Kong. The conversation also dives into his experience with flywheel training and its benefits, including its roots in NASA research. Marco shares insights on the challenges and rewards of starting a business abroad, his vision for the future of fitness, thoughts on price-to-value in the industry, and his ambitions to make flywheel training a standard in fitness facilities. On starting slowly and building from the ground up, Marco states, "We had an angel investor that contributed the bulk of what we needed to get started. But we started small. We just started with education for the first six months. Once we had a critical mass of people interested, then we went and took the leap into a full fledged facility, which was 10,000 square foot and still there to this day." Click to download transcript. Key themes discussed Fitness Journey: From Coach to Entrepreneur Building a Competitive Fitness Network Pricing Strategy for Fitness Enthusiasts Flywheel Training Revolution in Fitness Expanding Fitness Education for Growth Tackling Obesity Systemically Exploring Ancient Club Training Styles A few key takeaways: 1. Marco's Diverse Background and Career Path: Marco has a varied and extensive background in the industry, including strength and conditioning, cruise ship work, commercial fitness, and international experience in Asia, particularly with Pure Fitness in Hong Kong. He started his own brand, AQ Strong, in 2019, focusing on athletic wellness. 2. Flywheel Training: Marco is a strong proponent of flywheel training, which emphasizes eccentric and isometric exercises, offering significant benefits in strength and conditioning. While it's widely used in professional sports and performance settings, Marco sees potential for its broader application in the fitness industry. 3. AQ Strong and Athletic Wellness Concept: The brand AQ Strong emphasizes athletic wellness, combining aspects like coordination, mobility, strength, power, speed, and conditioning. The goal initially was to create a training environment similar to an NCAA Division I training center, supporting an athletic and competitive culture. 4. Business Strategy and Challenges in Hong Kong: Marco leveraged his network from his tenure at Pure Fitness to start AQ Strong during a challenging period, including the COVID pandemic. They initially started small with education and pop-up labs before establishing a full-fledged facility. 5. Market Trends and Optimism about Health and Fitness: Ferdinandi is optimistic about the future of the fitness industry, highlighting the trend towards strength training and the potential for clubs to differentiate themselves by incorporating innovative training methods like flywheel devices. He also emphasizes the importance of education in overcoming industry challenges and the role of fitness in tackling broader health issues like obesity and diabetes. Click to download transcript. Resources: Marco Ferdinandi: https://www.linkedin.com/in/marcoferdinandi/ AQ Strong: https://www.aqstrong.com/ Exxentric: https://exxentric.com/ Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com
On today's episode, host Pete Moore welcomes Troy Taylor, Senior Director of Performance Innovation for Tonal. With a deep background in elite sports, Troy shares his journey from working with Olympic teams to transforming training methodologies at Tonal. We dive into discussions on the importance of both strength and cardio, the intricacies and challenges of training elite athletes, and how technological advancements in fitness are shaping the future. Whether you're a fitness enthusiast or a professional in the industry, this episode is packed with insights on optimizing performance and longevity. Taylor boasts an impressive 20-year career in the elite sports arena, contributing to the success of three different Olympic teams: Great Britain, Canada, and the USA. Over the course of seven Olympic Games, he has worked across approximately 10-11 different sports in roles including sports scientist, strength and conditioning coach, and physiologist. Taylor's pinnacle role was as the Performance Director for US Ski and Snowboard, where he spent six years guiding athletes like Mikaela Shiffrin, Lindsey Vonn, and Shaun White. Holding graduate degrees in sports fitness and health, Taylor passionately advocates for the importance of both cardio and strength training for longevity and a better quality of life. Regarding the opportunity in the home market for strength training, he states, "The saturation of the strength market is nowhere near what companies like Peloton are doing in the cardio market right now. So there's still a lot of opportunity in that and in adjacent spaces, whether that's within personal training gyms or in corporate wellness or in boutique fitness and all of these sort of auxiliary places." Key themes discussed Olympic sports career overview Evaluating new trends Cross-training for athletic skills Sports metrics: Too much data? Elite athletes' consistent edge Future of fitness innovation Untapped potential in the strength market Time-efficient training insights "Efficient " gym workouts explained A few key takeaways: 1. Integration of Cardio and Strength Training: Troy emphasized the importance of both cardiovascular and strength training for long-term health and performance. He noted the shift in focus over the years from predominantly cardio to recognizing the significant benefits of strength training for everyone, including the general population. 2. Holistic Approach to Training Elite Athletes: Taylor highlighted the necessity of understanding individual athletes needs, their history of successful training, and their sport-specific demands. He talked about the balance between relying on athlete feedback and introducing innovative, evidence-based methods to optimize training and performance. 3. Principled Approach to Performance Innovation: At Tonal, Troy uses a structured approach to filter through new trends and technologies. This includes checking for underlying mechanisms, understanding the dose-response relationship, and ensuring the data is reliable. He emphasized the importance of combining principles with the latest innovations for effective performance enhancement. 4. Unique Needs of Different Sports and Personalized Training: Troy talked about adapting strategies across different sports, borrowing techniques from one sport to benefit another. For example, alpine skiing requires specific endurance like handling longer term isometric loads, which informs how they train and condition athletes for those particular requirements. 5. Consumer Engagement and Enjoyment: Troy shared insights from research showing that engagement and enjoyment are crucial for sustained fitness activity. He mentioned a study where users on Tonal maintained consistent enjoyment and engagement levels over eight weeks, unlike traditional gym equipment users whose enjoyment decreased over time. Click to download transcript. Resources: Troy Taylor: https://www.linkedin.com/in/troy-taylor-4577bb38/ Tonal: http://www.tonal.com Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com
Today, we're diving into the pickleball world (perhaps you've heard of it?) ;) with David and Sam Ring. Join host Pete Moore as we talk about the Rings' grassroots effort to open PickleballXpo, a state-of-the-art pickleball club in Oceanside, Long Island. David, a former consumer electronics executive, and his son Sam have turned a once-forgotten sports complex into a thriving pickleball venue, complete with professional court design, a smoothie bar, and more. David recently transitioned out of a 46-year career into becoming a new business owner, spurred on by his wife (an enthusiastic player herself) who noticed his restlessness after retirement. Eight months ago, he seized on a great piece of real estate with ample parking and high ceilings and--recognizing a gap in the local market with only one distant competitor who lacks adequate parking--David made the jump. Dave and Sam discuss self-funding the venture, the unique features of their facility, and the pivotal role of data analytics in their model. From discussing operational hours, pricing strategies, event planning, and the potential future implementation of video technology, this episode is packed with takeaways for anyone interested in the pickleball community. Ring mentions, "It's been a really fantastic opportunity for people of all ages to come and learn a new sport. We find that we're really attracting anywhere from the twenties to the seventies. That seems to be the range of folks that are looking to do something and get out of their homes and socialize." Key themes discussed "Retirement" led to a new real estate venture. Partnering with South Shore Brewery for events. Play by Point POS essential for club operations. Current facility hours and future plans discussed. Advocates of pickleball promoting health, active lifestyles. A few key takeaways: 1. Grassroots Approach and Self-Funding: David emphasized the importance of a grassroots approach to opening, choosing to self-fund rather than adopt a franchise model. This allowes them more control over their operations and the ability to learn valuable lessons firsthand. 2. Detailed Financial and Operational Management: The Rings invested significantly in top-tier court designs involving multiple layers of rubber and acrylic paint, which provide better support for the body. They also implemented detailed KPI (Key Performance Indicator) tracking and utilized sophisticated software like Play by Point for scheduling, reporting, and communication. 3. Enhancing Customer Experience: To boost revenue and enhance the customer experience, the facility offers additional amenities such as a smoothie and iced coffee bar. While initially focusing on their primary baby boomer clientele, they have pre-wired their facility for future enhancements such as video technology for game replays and highlights. 4. Community-Centric Vision and Expanding Pickleball: The entire project has a community-centric vision, aiming to grow the local pickleball community on Long Island. The Rings are ensuring their facility can adapt to demand, offering flexible hours and various services including open play, private rentals, and clinics led by experienced pros. Resources: PickleballXpo: https://www.pickleballxpo.com LI Herald Article: https://www.liherald.com/oceanside/stories/oceanside-pickleball-facility-set-to-open-sept-8,209685 Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com
In this episode, host Pete Moore sits down with longtime friend and former investment banker, Patrick Sandone. Sandone has a diverse background in private equity, venture capital, and entrepreneurship. After earning his MBA from Columbia, he ventured into his family's automotive business, but quickly realized his true passion lay elsewhere. He eventually moved on to the firm DLJ, and eventually shifted into entrepreneurship to create the transformative GUIDE App. Designed to aid first responders, military personnel, veterans, and others in high-stress professions, GUIDE provides anonymous support, microlearning, community interaction, and wellness practices aimed at building resilience and promoting mental and emotional well-being. Listen not to learn how his own experiences and passion for personal development fueled the creation of GUIDE and the significant impact it's already making. Regarding the critical importance of anonymity, Sandone states, "If you're in some of these professions that may have a real macho culture around them, you may not want to tell other people that you're diving into this world, that you're meditating, taking wellness courses, that you're getting in touch with how you feel about things, and so on. This is completely anonymous. And for most people that have access to the app, it it may be the only anonymous way that they can jump in, and that it's a safe haven where you can get help, get support, and learn without anyone else knowing about it." Key themes discussed Founded GUIDE to support high-stress professionals' wellbeing. Hybrid business approach: Plans, gut, passion, accessibility. High app usage, ongoing clinical trial results pending. Anonymous community fosters self-improvement and reflection. Partnered with a PhD for university collaboration. A few key takeaways: 1. Personal Transformation Journey: Patrick discussed his career shift from investment banking and private equity to starting his own company after burning out. His journey from dealing with intense stress to focusing on wellness became the foundation for GUIDE. 2. Focus on First Responders and High-Stress Professions: GUIDE is specifically designed to help first responders, military veterans, and individuals in high-stress professions build resilience and wellness. The uniqueness lies in its complete anonymity, allowing users to engage in without fear of being stigmatized. 3. Microlearning and Interactive Features: The GUIDE app offers microlearning courses, interactive community support, and scheduled wellness practices like meditation and journaling. These features ensure that users can integrate wellness into their daily routines effectively and consistently, mirroring the approach to physical wellness. 4. Scientific Validation and Impact: The app's effectiveness is backed by clinical trials conducted with reputable institutions like the University of Pennsylvania. Results showed significant reductions in anxiety and improvements in overall wellness and motivation. 5. Growing Adoption and Financial Viability: Despite challenges in securing funding from public entities, the app has seen substantial adoption, including onboarding major police departments like the Philadelphia PD. The company is profitable and aims to balance doing good with financial sustainability, showcasing a new model for mission-driven businesses. Resources: Patrick Sandone: https://www.linkedin.com/in/patrick-sandone-iii-b92b995 The GUIDE App: https://theguideapp.com Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com
Thanks for your interest in HALO Talks! You've found the best (and longest running!) podcast on the business-to-business ("B2B") side of the HALO sector. (Health, Active Lifestyle, Outdoors) Whether you work at a health club (in any capacity!) or you're covering it in the financial services sector as an Analyst to Managing Partner, you'll glean incredible value from each 30 minute episode. Pete Moore is the host, Founder, Managing Partner, and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $6.2T HALO space. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews, HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast. Resources: Learn more about the HALO effect here: https://www.halotalks.com/pete-moore/ Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com
In this episode, host Pete Moore moderates a panel discussion with key leaders from CR Fitness Holdings, one of the largest franchisees in the Crunch Fitness chain. At the time of this recording, they were at 70 locations, "Planning to finish up the year around 75 locations if all falls into place, and next year looking at another 12 to 15", states COO Peter Constantino. He goes on to challenge traditional gym models and share insights on personalization in high-volume, low-price (HVLP) clubs. Alyssa D'Aquino, VP of Group Fitness emphasizes tailoring services to fit member needs, and Julian Torok, VP of Sales, drives home the importance of team member engagement which carries over into a positive member experience. Jaci Petrock, VP of New Club Openings reveals exciting new developments in Crunch's facilities, from hydromassage to cryoloungers and touches on their growth plans for 2025 and beyond. Finally Darrick Druce, VP of Personal Training highlights the need for adaptability and risk-taking in today's fitness industry. Key themes discussed CR Fitness prioritizes retaining and investing in people. Market expansion in new areas requires a very clear brand identity. Instructors work multiple locations, varied classes, one unified brand. Belief-driven membership success over "slick" sales tactics. Team experience influences member satisfaction and engagement. Affordable gym with diverse fitness and recovery options. Highly experienced "home grown" leadership team raises industry standards and success. A few key takeaways: 1. Personalization and Community Focus: Constantino emphasized the importance of creating a personalized and community-oriented experience. Despite the high-volume, low-price (HVLP) model, Crunch works hard to get to know members personally and to foster a family-like atmosphere to make every member feel welcome. 2. Innovative Fitness Offerings: Jaci highlighted Crunch's ongoing transformation with new services and equipment. The introduction of amenities like hydromassage, cryoloungers, and diverse fitness classes aim to attract a broad customer base and keep members engaged. 3. Team Member Experience: Julian underlined the long-term experience of senior team members which directly impacts member experience. By focusing on structured onboarding processes, hiring from within the gym community, and involving employees in personal training and group fitness, Crunch ensures staff remain enthusiastic and engaged, leading to better service for members and lower attrition. 4. Medical Integration Opportunity: CR Fitness is also exploring partnerships with medical groups and insurance companies to work to bridge the gap between healthcare and fitness. These potential partnerships aim to innovate by providing comprehensive wellness solutions that could benefit both members and the gym's growth. 5. Adaptation and Risk-taking: Derek Truce stressed the need for Crunch to continually evolve and take calculated risks to stay ahead in the competitive fitness industry. He pointed out that many once-strong players have fallen behind due to a lack of innovation, and Crunch aims to avoid that by embracing change and setting industry standards with their new branding approach. Resources: CR Fitness: https://www.linkedin.com/company/crfitnessholdingsllc/about/ Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com
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