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Send us a textWhat do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more.
In this episode of Plugged In, Abhinav Krishna talks to Joe Hayden, Executive Vice President for North America at GridBeyond, to explore the evolving opportunities and challenges of energy flexibility in today's world. As the conversation dives into how commercial and industrial customers can unlock new revenue streams and support grid stability through demand response programs, Hayden shares why traditional approaches to demand response are being replaced by data-driven, AI-enhanced, and incremental strategies — especially in industries like data centers, cold storage, steel and manufacturing. From the challenges of backup power integration to opportunities in real-time flexibility, Hayden explains where we are in the transformation of the grid's generation and management of costly peak events, and breaks down how GridBeyond helps customers future-proof their energy strategies. You will want to hear this episode if you are interested in... The big picture of what demand-side management looks like today (03:02) What being a qualified scheduled entity looks like in practice (08:54) Learning how isolating “headroom” enhances value (16:00) How GridBeyond's operational DNA helps them anticipate challenges (21:00) Discovering how changing grid conditions impact electricity costs (26:15) AI's role in mitigating the risk of future volatility (27:59) To read full episode show notes, click here. Resources: Grid Beyond Connect with Joe Hayden On LinkedIn Joe Hayden is the VP of Revenue for North America for Dublin, Ireland-based GridBeyond. He has led businesses supporting the electric utility sector for over 20 years and in demand response over the last eight years, during what has been the fourth major electricity grid transformation. Connect with Abhinav Krishna On LinkedIn As Vice President of Commercialization and Development, Abhinav Krishna helps Constellation's customers meet their environment, energy and operational goals. With deep experience coming from 15+ years spent at the forefront of the energy industry in leadership roles across Commercialization, Product Development, Structuring, Risk and many others, he continues to leverage his expertise in sustainability and energy markets to help companies meet their renewable energy and efficiency goals. Connect with Constellation Follow Constellation on LinkedIn Follow Chuck Hanna on LinkedIn Learn more about Constellation sustainability solutions Connect with Smart Energy Decisions Follow us on LinkedInSubscribe to Smart Energy Voices onApple Podcasts, Google Podcasts, Android, Spotify, Stitcher, TuneIn Radio, aCast, PlayerFM, iHeart RadioIf you're interested in participating in the next Smart Energy Decisions Event, visit smartenergydecisions.com or email our Community Development team at attend@smartenergydecisions.com
What if catching COVID cured your stage four cancer… and unlocked your life's mission? That's exactly what happened to Marc Adams, global growth strategist and best-selling author of Secrets to 10Xing Your Business and Cashing Out Tax-Free. In this powerful episode of The Root of All Success, Marc sits down with Jason Duncan to share the unbelievable story of how a near-death experience reshaped his entire approach to business, life, and legacy. From building billion-dollar valuations to discovering how to help business owners exit without giving half their wealth to taxes, Marc reveals the mindset, strategies, and miracles that brought him to the edge—and back. If you're building a business and thinking long-term, this episode will shift your perspective forever.
What is the formula for transforming your practice into a collaborative network? Do you want to build a community in therapy? How can you embrace change and continue to adapt and thrive in the evolving mental health landscape? In this podcast episode, Andrew Burdette speaks about structuring a collective group practice with Lisa Lovelace. Podcast […] The post Structuring a Collective Group Practice with Lisa Lovelace | GP 283 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.
Adam Ringler - Assistant Director of Sports Performance & Head of Sport Science Research at the University of Colorado - joins us for the 106th episode of MTN. On today's episode of the pod, we talk through building and creating the necessary flow within a successful sport science process. There is a lot of noise in today's understanding of effective sport science and being able to cut through that is essential for effective decision making. Find Adam at his website: https://adamringler.com/ and on social media @adamringlerFollow us on social media @mtn_perform and check back each Wednesday for a new episodeBig Thanks to our sponsor Lumin Sports:Lumin continues to change the game within the AMS realm and recently launched their new strength builder platform. Head on over to luminsports.com - and mention Move the Needle at Check out to receive 20% off your first full year.& a huge Thank You to our sponsor, Hawkin Dynamics:Hawkin is the world leader in force measuring, and continues to put forth the tools for high-performance practitioners to be exactly that, high performers. If you haven't yet checked out Hawkins - head over to their website at: https://www.hawkindynamics.com/ and check out everything they have to offerMake sure to check out our sponsor, Samson Equipment: Samson is a leader in manufacturing elite weight room equipment (and have been for nearly 50 years). Founded by Dave and Linda Schroeder, Samson is weight room equipment made by coaches for coaches. Check them out at samsonequipment.com for more informationShoutout to our sponsor, 1080 Motion. The 1080 Sprint is the single best piece of training equipment in the world & has continually changed the game for training speed, strength, and power. Go to 1080motion.com to learn more.
In this compelling episode, Jaryd Krause is joined by seasoned dealmaker and legal expert Jerome Fogel, partner at Fogel & Potamianos LLP, a boutique law firm specializing in high-stakes mergers, acquisitions, and capital raises. With a client list that spans venture funds, emerging tech companies, and elite athletes, Jerome offers a rare behind-the-scenes look at what it takes to structure smart, safe, and scalable business deals. Unpack the most critical questions aspiring buyers need to ask before acquiring an online business: ✔️ What are the hidden risks in buying or selling?✔️ How can poor team dynamics tank a deal?✔️ Should you use financing to buy a business—and what’s the best way to structure it?✔️ Where are the most promising online businesses being acquired today? Dive deep into the importance of due diligence, the common pitfalls buyers fall into, and how Jerome has helped high-profile clients—both on Wall Street and in the sports world—navigate complex transactions and build generational wealth. Whether you're looking to buy your first online business, scale your portfolio, or just want a masterclass in deal-making from someone who lives and breathes it, this episode delivers powerful insights and practical strategies. Don’t miss this one—it’s packed with value from start to finish. Episode Highlights 04:45 – Current valuations explained, covering how tariffs and supply chain issues impact multiples and buyer decisions. 07:20 – Typical ways buyers finance acquisitions, including credit lines, SBA loans, equity rollovers, and search funds. 10:55 – Major mistake buyers make by rushing post-acquisition integration without building trust within the team. 12:45 – What successful acquisitions have in common by retaining key team members and valuing the founder’s knowledge. 24:10 – Key risk prevention strategies involving thorough reps and warranties, clear earnout terms, strong IP protections, and precise legal language. 26:30 – Why clear definitions around risk and performance clauses are vital. Key Takeaways ➥ M&A valuations currently range from 3–8x EBITDA for traditional companies and 10–15x for platform tech businesses, influenced heavily by tariffs and market uncertainty. ➥ Buyers typically operate in the $2M to $25M+ EBITDA range and rely on strong banking relationships, SBA loans, or creative financing like equity rollovers. ➥ Structuring deal terms clearly—especially reps and warranties and material adverse effect clauses—is critical to managing risk in acquisitions. ➥ Post-acquisition integration is one of the toughest challenges; involving existing teams and respecting founders’ knowledge leads to smoother transitions. ➥ Restrictive covenants are essential to prevent sellers from competing after the sale and protect buyer investments. ➥ Every deal is unique and requires customized, creative solutions; cookie-cutter approaches don’t work in M&A. About Jerome Fogel Jerome Fogel is known as a dealmaker and innovator in the legal community. He is a partner with Fogel & Potamianos LLP and represents successful venture and hedge funds, corporations, and sports superstars.Fogel & Potamianos LLP is a boutique transactional firm that provides sophisticated counsel for buy-and-sell side mergers and acquisitions, fund formation, capital raises, and off-field sports transactions.Jerome has a 360-degree view of dealmaking, as he represents emerging companies raising capital, venture funds deploying capital, advisors and investors, and private companies in mergers and acquisitions.Jerome began his career in real estate finance at GE Capital. He is a graduate of the Haas School of Business (BS) and New York University School of Law (JD). Connect with Jerome Fogel ➥ https://www.linkedin.com/in/jeromefogel/ ➥ www.fpgeneralcounsel.com Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/ ➥ Google Ads Service - https://buyingonlinebusinesses.com/ads-services/ ➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Link Whisper (SEO tool for internal linking on websites) - https://bit.ly/3l7K7Ld ➥ Active Campaign (Email Software Provider) - https://bit.ly/3DCwYQH
What happens when a trained mental health counselor applies therapeutic models to B2B marketing strategy? In this episode of Predictable B2B Success, host Vinay Koshy speaks with Rai Hyde Cornell, CEO and strategic marketing consultant at Cornell Content Marketing, whose unconventional journey from psychology and criminology into marketing has fundamentally changed how they approach demand generation. Discover how Rai harnesses behavioral psychology—borrowed straight from clinical therapy—and weaves it into brand messaging, organic content, and buyer journey mapping for SaaS and B2B companies. Rai shares the secrets behind their “elite method,” reveals why investing in deep buyer psych profiles is a game-changer, and explains how to truly connect with the 95% of your audience that isn't ready to buy (yet). Additionally, gain practical insights on transitioning from high-pressure sales tactics to long-lasting, trust-building content, uncovering unspoken buyer objections, and striking a balance between empathy and scalable results. If you're curious about banishing manipulative marketing, want to know exactly how to engineer organic demand, or are eager to learn which tried-and-tested psychological models work best in B2B, this episode is for you. Tune in for a rare blend of brain science and business wisdom—perfect for the marketer who wants to think deeper and act smarter. Some areas we cover in this episode include: Rai's transition from mental health to marketing and how psychology informs their approach.Applying behavioral psychology models to marketing (e.g., stages of change, cognitive behavioral therapy).Long-term organic demand generation versus short-term tactics, such as ads.The ELITE Method for educating and nurturing buyers through modular, stage-based content.Structuring content to align with the buyer's journey and decision-making process.Identifying and targeting different decision makers and gatekeepers within B2B accounts.Research methods for buyer insights (interviews, forums, feedback loops).Balancing thorough buyer research with the need for fast marketing results.Choosing meaningful metrics and behavioral indicators at each stage of the funnel.Using AI in content creation—its value as a tool and its limitations compared to human insight.And much, much more...
Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance legislation. Matt brings decades of tax and structuring experience to this conversation covering everything from tax-saving strategies to real-life horror stories of owners who waited too long to plan. Here's what you're in for: 00:00 Common Mistakes in Business Value Creation 04:26 Importance of Planning for Unexpected Sales 07:28 Successful Business Transitions 11:07 Structuring and Tax Advisory for Business Owners 20:34 Nuances of Selling to Family vs. Third Parties 25:30 New Rules and Legislation for 2024 32:48 Conclusion ABOUT MATT HOLMES Matt Holmes is a seasoned tax advisor with over 25 years of experience helping small to medium-sized business owners achieve their goals through tailored business, tax, and accounting strategies. A Chartered Accountant and graduate of Ryerson University, Matt specializes in corporate reorganizations, estate planning, and succession strategies for owner-managed businesses across industries like healthcare, real estate, and tech. His expertise lies in tax minimization and wealth maximization, particularly during business transitions, sales, and generational transfers. You can reach out to Matt through: LinkedIn:https://www.linkedin.com/in/matt-holmes-15294b14 Website: https://www.holmescpa.ca (Company) ABOUT JOE CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://www.facebook.com/RetirementPlanningSimplified/ https://matthewsandassociates.ca/ ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.
On this episode of Unlimited Capital, Chris Lopez and Richard McGirr interview Justin Freishtat, a capital raiser and branding expert who shares insights into his evolution as a syndicator, from chasing returns to prioritizing liquidity and downside protection. Justin breaks down his approach to structuring deals, including the use of customizable fund vehicles for both equity and debt investors, and explains how investor preferences drive his fund offerings. The conversation then dives deep into Justin's marketing strategy, where he contrasts the scalability of ad-driven sales teams with his preference for personal brand building through podcast appearances and influencer partnerships. He also shares tactical advice on growing a social media presence for credibility and capital raising, especially leveraging Instagram as a modern business card. Justin Freishtat Current role: Capital raiser, partner at Kerns Marketing, board member of SafeSpace Say hi to them at: @justinfreishtat on Instagram Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Karen has a new live course coming up, on the 7th of July, and in this episode she wants to explore two things that link into that live course - Floral Fragrances and Structure. Working with florals, without experience, can be an overwhelming task that often leads to disappointing results as florals are dense materials that fight with each other if you don't know how to mix them. But, when you get florals right, they can lead to some of the most rewarding results in all of perfume making. In this episode, Karen gives a brief overview of the challenges you will face when working with florals, the methods you can use to overcome them and how, by signing up to her live course, you can become a master of working with florals. KEY TAKEAWAYS Floral materials by their very nature are dense and heavy. This can lead to less than pleasing results the first time you work with them, which can be off putting. However, the answer, as Karen explains, is making sure you have a structure in place. Despite popular belief, working with florals doesn't just mean working with natural products. Karen explains how to mix naturals and synthetics to give your floral fragrances a structure that works. A common mistake people make when working with florals is trying to ‘patch up' a fragrance that doesn't smell the way they were hoping. Karen talks about why this is a mistake and the importance of getting your heart accord correct to avoid this problem. Karen gives a brief overview of the structure she teaches, why it works and what to expect from your fragrances once you've learned it through her live course. BEST MOMENTS “Once you create a solid fragrance structure, you're going to be able to use that in every other fragrance type.” “The issue isn't the materials, it's the space between them.” “People often think that more florals equals better floral fragrance, but it doesn't work like that.” VALUABLE RESOURCES Perfume Making 101 Masterclass Getting Started Guide Artisan Perfumery Mastermind ABOUT THE HOST Fragrance expert, author, teacher and speaker; Karen Gilbert runs courses in the UK and online which demystify the secretive world of perfumery in a fun and interactive way. Karen has inspired thousands of students to explore their olfactory sense and create their own personalised fragrances. With extensive product development experience in both the commercial perfumery and the organic skincare industry, Karen is able to offer a unique insight into creating natural and mixed media fragrances for fine fragrance, room scents and skincare/bodycare products using commercial perfumery techniques. Karen is also a certified meditation teacher and has a passion for helping people to create daily rituals that integrate scent with other modalities to shift state and increase your sense of wellbeing. CONTACT DETAILS Website Instagram Facebook YouTube Email This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
SummaryThis is part two of a two-part series where Christian Hassold and Ayelet Shipley demystify the complexities of agency valuations, exploring the interplay between buyer and seller motivations, and discussing real-world scenarios that illustrate various deal structures. They emphasize the importance of understanding the unique dynamics of the agency market, including the factors that influence valuations and the creative structuring of deals to meet the needs of both parties. Discussion HighlightsReviews a $3.4M revenue, $1.7M EBITDA agency valued at $10.2M (6x multiple). Creativity is needed for deals under $2M EBITDA due to higher perceived risk and sensitivity of margins.This deal involved a 50% cash consideration ($5.1M) and 50% rollover ($5.1M). The cash consideration was paid quarterly over three years, performance-based (not an earnout), with payments halted or reduced if revenue drops significantly (below 50% or 50-99% of the agreed-upon value).We also discussed a second deal involving a $40M revenue agency with $9M EBITDA commanding a 10x multiple ($90M EV) - a top of market multiple because of high gross retention (>85%) and >80% retainer-based clients. The challenge is managing the risk of large clients churning post-closing when the multiple is top of the market.Involved a 15% rollover. A significant earnout (up to an extra $9M) is offered to bridge the gap and incentivize the seller for growth.Beyond financial metrics, we discuss factors that influence valuations like the acquiring entity's need for specific capabilities, clients, talent, customer retention, and consistent growth (10-20% year-over-year).Chapters0:00 Introduction 2:06 Scenario D: Structuring a Deal Below $2M EBITDA3:10 Why Sub-$2M EBITDA Deals Are Hard4:53 Performance-Based Cash Payouts 6:18 Keeping Sellers Engaged Through Uncertainty7:52 Incentivizing Sellers Through Equity and Bonuses11:21 Scenario C: Challenges of Scaling a Large Agency12:57 Structuring a $40M, $9M EBITDA Deal at 10x15:28 Market View on Earnouts in EV19:25 When Growth and Retention Justify High Multiples20:50 Market Range for Cash-at-Close Offers21:20 How Strategic Buyers Compete with HoldCos22:53 Wrap-Up & Closing ThoughtsConnect with Christian & In/organic PodcastChristian's LinkedIn: https://www.linkedin.com/in/hassold/In/organic on LinkedIn: https://www.linkedin.com/company/inorganic-podcastIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with E27 guest, Ayelet Shipley on LinkedInhttps://www.linkedin.com/in/ayelet-shipley-b16330149/ Hosted on Acast. See acast.com/privacy for more information.
#483 What if your next income stream came from a quiet little corner of the internet — website hosting? In this episode, host Kirsten Tyrrel sits down with Link Moser, a 30-year veteran in the service-based business world, who built a recurring revenue machine by maintaining and hosting websites for hundreds of small businesses. Link shares how a $25/month upsell turned into a career, why he prefers acquisition over ads, and how “boring” services like hosting, domain management, and WordPress maintenance can be both profitable and sustainable. You'll hear how Link uses micro-acquisitions to scale, what to look for when buying a service-based business, and why staying in your zone of genius is the key to long-term success — especially in a fast-changing, AI-powered world. Whether you're looking for a new side hustle or dreaming of buying your first business, this episode is full of down-to-earth wisdom and actionable takeaways! What we discuss with Link: + Building websites since 1995 + Turning hosting into recurring revenue + Buying server space and reselling + Micro-acquisitions to scale fast + Pros and cons of owning hosting + Why service beats price competition + Adding value with maintenance plans + Buying vs. starting a business + Structuring earn-outs with minimal risk + AI's role in future service businesses Thank you, Link! Check out Link Moser at LinkMoser.com. Check out Windhill Design at Windhill.com. Follow Link on LinkedIn. To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices
Taley Hunt shares her journey from struggling solo agent to building a thriving business while balancing motherhood. Discover her insights on overcoming burnout, scaling smart, and achieving real success beyond just making money.See full article: https://www.unitedstatesrealestateinvestor.com/building-a-thriving-real-estate-business-with-bold-grit-while-navigating-motherhood-with-taley-hunt/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Your Hosts: Mattias and Erica(00:14) - Overview of Today's Guest: Taley Hunt(00:24) - A Lighthearted Start and Podcast Bloopers(00:53) - Reflecting on the Conversation with Taley Hunt(01:03) - Taley's Journey: Real Estate and Motherhood(01:33) - Starting a Real Estate Career Amidst Life Changes(02:04) - The Challenges of Parenting and Building a Business(02:21) - Turning Challenges into Motivation for Success(02:58) - The Reality of Balancing Work and Motherhood(03:52) - The Impact of Stress on Family Life and Business(06:07) - The Importance of Repairing Relationships in Parenting(07:18) - The Balance Between Work, Family, and Mental Health(08:18) - Welcoming Taley Hunt to the Podcast(08:26) - Taley's Background and Path into Real Estate(10:40) - Navigating a Career Change During a Major Life Shift(12:27) - The Reality of Working Through Early Motherhood(14:16) - Facing the Challenges of Growth in Business(15:02) - When Did the Need for a Team Become Clear?(18:44) - Structuring a Real Estate Team for Growth(20:36) - Defining the Director of Operations Role(21:26) - From $41,000 Salary to a Multi-Million Dollar Business(22:39) - Overcoming a Scarcity Mindset in Real Estate(25:33) - The Power of Building a Brand and Community(27:02) - The Pink Brand: Standing Out in the Industry(28:09) - Investing in Real Estate Beyond the Traditional Approach(30:08) - The Holistic Approach to Wealth and Passive Income(32:04) - Anxiety, Business, and the Pressure of Success(35:00) - Recognizing the Need for Support and Change(36:29) - Achieving a Work-Life Balance in Real Estate(38:02) - The Value of Setting Boundaries in Business(38:27) - The Love for Disney: A Symbol of Family and Freedom(40:29) - Creating a Fulfilling Life Through Business Success(41:31) - Learning to Let Go of Financial Fear(43:01) - The Challenges of Scaling a Real Estate Business(45:13) - The Importance of Adapting to Market Changes(47:04) - Recommended Books and Business Insights(49:33) - Final Thoughts and Words of Wisdom from Taley Hunt(50:01) - Where to Find and Connect with Taley Hunt(50:19) - Closing Remarks from Mattias and EricaContact Taley HuntTaley Hunt Home GroupFacebookInstagramLinkedInTikTokYouTube--Go to https://reiagent.com for more inspiring content like this!
Discover how Michelle Mumoli turned discipline, leadership, and creativity into a thriving business. Learn why 74% of agents failed in 2024 and how to build a sustainable legacy beyond commissions. Tune into The REI Agent Podcast!See full article: https://www.unitedstatesrealestateinvestor.com/the-art-and-discipline-of-real-estate-sales-success-with-michelle-mumoli/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Your Hosts: Mattias and Erica(00:14) - The REI Agent Show Mission: A Holistic Approach to Real Estate(00:24) - Weather Talk: A Warmer Day and Spring Hopes(01:09) - Introducing Guest: Michelle Mumoli, New Jersey Realtor and Team Leader(01:45) - Michelle's Background: From Arts to Real Estate(03:10) - Why Michelle Chose Real Estate Over the Arts(04:42) - The New York-New Jersey Market: What You Need to Know(05:56) - The Challenges of Being a Dual-Licensed Agent in NY & NJ(07:46) - Michelle's Start in Real Estate: Lessons from a Family Business(09:09) - Solo Agent vs. Team Leader: Michelle's Journey(11:54) - Leadership Lessons: Building a Real Estate Team(14:22) - The Role of Creativity in Real Estate Success(15:50) - How Michelle Naturally Leads and Manages Her Team(19:15) - The Importance of Delegation and Accountability(20:29) - Structuring a Real Estate Team for Success(22:08) - The Art of Listening: Why It's Key in Real Estate(24:32) - Understanding Personality Strengths to Build a Better Team(26:31) - DISC Assessments and Hiring for Fit(28:46) - Are You a Systems Agent or a Personality Agent?(29:07) - Balancing Systems and Creativity as a Team Leader(31:46) - Discipline Equals Freedom: The Power of Structure(32:23) - The Shocking Statistic: 74% of Agents Didn't Close a Deal in 2024(33:20) - The Mindset of a Successful Agent: Taking Massive Action(36:11) - Work-Life Balance: How Michelle Sets Boundaries(38:25) - The Challenge of Always Being On as a Real Estate Agent(40:01) - The Double-Edged Sword: Serving Clients vs. Personal Life(42:04) - What's Your Legacy? Building a Sustainable Business(44:24) - Book Recommendation: Atomic Habits & How to Win Friends and Influence People(46:07) - The Power of Influence in Real Estate(48:33) - The Subtle Skills That Separate Top Agents from the Rest(49:49) - How to Connect with Michelle and Learn More(50:14) - Closing Remarks: Keep Building the Life You WantContact Michelle MumoliThe Mumoli CollectiveFacebookInstagramLinkedInYouTubeZillow--Go to reiagent.com for more great content!
Nathan Turner reveals the untapped power of note investing on The REI Agent. Learn how to generate passive income, avoid ownership headaches, and build wealth with one of the oldest investing strategies in history.See full article: https://www.unitedstatesrealestateinvestor.com/turning-flips-into-freedom-with-debt-for-a-life-of-wealth-and-wisdom-with-nathan-turner/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias and Erica: Real Estate and Holistic Wellness(00:14) - This Week's Guest: Nathan Turner, The Canadian Note Guy(00:24) - What is Note Investing? Nathan Explains His Niche(02:07) - Nathan's Start: Fix and Flips Across Canada(04:24) - From Flipping to a Failing Rental: Nathan's Pivot(07:58) - Transition to Notes: Accidental Seller Financing(08:12) - How Nathan Finds and Buys Notes(09:15) - Evolution From Non-Performing to Performing Loans(10:16) - Building Trust Through Networking in Note Investing(11:59) - Using Discounts to Determine Note Profitability(13:44) - Why Short-Term or Long-Term Notes Are Preferred(14:19) - Common Buyer Profiles in Seller Financing(15:04) - How Nathan's Fund Works and Investor Returns(16:18) - Default Handling and Creative Restructuring Options(18:44) - Mattias' Personal Seller Finance Deal Story(20:20) - Selling Notes as an Alternative to Refinancing(21:06) - Overleveraging Scenarios and Flexibility in Structuring(22:30) - The Limitations of Big Banks vs. Creative Note Deals(24:10) - Nathan's Role as a Backend Buyer of Notes(24:52) - Market Comparison: 2008 vs. Now(26:53) - How COVID and Hedge Funds Affected the Note Space(29:00) - Shift to Performing Loans: Better for Investors(31:38) - Mortgage Defaults Rising? Industry Perspectives(33:38) - Government Intervention and Foreclosure Backlogs(34:32) - Navigating Today's High Mortgage Payments(34:56) - Notes in an Uncertain Market: Resistant Not Recession-Proof(36:30) - Accredited Investors and Fund Eligibility Explained(37:21) - How Diversifying with Notes Works for Agents(38:11) - Notes vs. Syndications: Passive Income Comparison(39:17) - How Notes Protect Against Housing Price Drops(39:52) - Vetting the Fund vs. Vetting the Deal(41:32) - Retirement Accounts and Note Investing(42:27) - The History and Simplicity of Note Investing(43:59) - Perseverance in Business: Nathan's Final Wisdom(44:19) - Book Recommendation: Invest in Debt by Jimmy Napier(45:10) - Connect with Nathan: earnestinvesting.com(45:59) - Outro: Thanks for Tuning In!Contact Nathan Turnerhttps://earnestinvesting.com/For more innovative ways to reach your holistic wealth, visit https://reiagent.com
Join us this week on the Product Thinking Podcast as we explore the intersection of digital innovation and product management with Jose Quesada, VP of Product Management for Mobile and Web at American Express. With over 15 years of experience, Jose provides valuable insights into transforming digital experiences within the financial industry and the pivotal role of experimentation in fostering innovation.Jose shares his approach to creating a culture of safe experimentation, the seamless integration of digital and physical financial products, and the importance of developing soft skills in product management. He offers a compelling perspective on how digital transformation is reshaping customer interactions and product strategies at American Express.You'll hear us talk about:- 11:25 - Embracing ExperimentationJose discusses the importance of using experimentation as a tool to reduce uncertainty, encouraging his team to innovate and learn from mistakes without fear.- 25:31 - Data-Driven Product StrategyJose emphasizes the significance of a dual-track approach in product development, balancing immediate business outcomes with future-focused discovery.- 33:24 - Building Psychological Safety for InnovationJose shares strategies for fostering a team environment where making mistakes is part of the learning process, thereby driving innovation and growth.Episode resources:Jose on LinkedIn: https://www.linkedin.com/in/josequesadamedina/Careers at AMEX: https://www.americanexpress.com/en-us/careers/Check our new course: https://productinstitute.com/p/mastering-product-strategy-overviewTimestamps:00:00 Coming Up01:23 Intro03:00 Dear Melissa08:38 Entering product14:53 Outcome-Driven Teams25:41 Making Data Work34:28 Embracing Change41:44 Future Of Digital Products
In this episode, Ron Apke is joined by North Carolina real estate attorney Tiffany Webber to break down the legal essentials of flipping land the right way. They cover everything from double closings and transactional funding to MLS disclosures, title insurance, and how to avoid scams. Tiffany shares expert tips on protecting yourself legally when buying and selling vacant land, setting up your land business, and navigating zoning and county restrictions. Whether you're flipping lots or scaling your land investing business, this episode is packed with must-know legal insights to help you stay compliant and close with confidence.================================
In episode 3, I will be talking with Dr.Alexis Cowan, a Generator woman from the US. We cover topics on health, variable, light determination, studying, education, lab funding, responding, dis-ease, pushing through, burning out, searching for the truth, and more... Alexis is a 4/6 emo Generator with the Channels of Synthesis, Structuring, Awareness and Mating. Alexis is also the host of her own podcast called Undoctrinate Yourself. You can find Alexis at - https://www.instagram.com/dralexisjazmyn/ https://www.youtube.com/@UndoctrinateYourself You can find Sam - https://www.samzagar.com/ https://www.instagram.com/samzagar/ https://www.youtube.com/@SamZagarHumanDesign
This week Francis is joined by Tom Fishburne, also known as The Marketoonist. Tom is a cartoonist and marketer who turned his satirical drawings about corporate life into a sustainable business that has brought him over 500,000+ followers across platforms.Read the newsletter: https://www.creatorspotlight.com/p/tom-fishburne__RSVP to the Creator Business Summit: https://www.beehiiv.com/virtual-events/creator-business-summit__Follow TomLinkedInWebsiteNewsletterInstagram__Links & ReferencesThe Do Lecture__Timestamps00:00 Introducing Tom Fishburne, The Marketoonist01:05 How to price your work online08:49 Humor as a leadership skill11:45 The world of content creation in the early 2000's15:05 It's not the ink, it's the think21:05 The importance of mimicry in creative work23:26 How to create a recognizable style26:36 You must be an entrepreneur in the creator economy30:41 Email, the most valuable platform33:16 The best platform for audience engagement38:32 Red flags for clients43:17 Why you shouldn't scale your business44:37 How to nail speaking engagements52:25 Structuring your day for optimal creativity57:39 Focussing on sustainability, not growth
AI SEO is the new frontier for digital visibility—and in this episode, SEO strategist TJ Robertson reveals exactly how to adapt your content and brand to dominate in 2025 and beyond.If you're struggling with declining traffic, low Google rankings, or questions about how AI is reshaping search behavior, this conversation is designed for you. The shift toward large language models SEO and AI-driven search is disrupting everything we knew about optimization. Gone are the days of relying solely on keywords and backlinks—today's AI systems like Google AI Mode and ChatGPT value content mentions, semantic depth, and context.TJ breaks down how to make your brand visible across AI-powered platforms, how to align your site for LLM SEO, and why real authority now comes from video SEO strategy and social proof SEO. This podcast is packed with insights that help you match your audience's search intent, answer their pressing questions, and build trust faster in an AI-dominated landscape.Whether you're a business owner, marketer, or entrepreneur, you'll walk away understanding how AI agents will reshape websites, why content marketing must evolve, and what to do right now to future-proof your SEO.0:00 – Introduction from Las Vegas1:00 – TJ Robertson on digital marketing since 20092:30 – Transition from traditional SEO to AI SEO4:00 – How AI search mimics conversations, not keywords6:00 – What LLMs search vs what people search8:30 – Structuring sites for AI-friendly ranking10:00 – Why mentions are beating backlinks12:00 – Mapping AI discovery paths for your brand13:00 – Rise of AI agents & agent-to-agent protocols15:30 – Real ROI from authentic video SEO17:00 – Do blogs still matter in the AI search era?20:00 – Using a brand bible to scale content21:00 – Are platforms like TikTok still relevant?22:30 – The truth about followers, influence & trust24:00 – TJ's #1 action to stay competitive in 2026#AISEO #TJRobertson #LLMSEO #ChatGPTSEO #GoogleAIMode #AIagents #VideoSEO #ContentMentions #DigitalMarketing2025 #ContentMarketing #SEOTrends #FutureOfSEO #SearchEngineOptimization #BusinessMarketing #SEOInsightsTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025
In today's episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Peter Neill, co-founder and partner at GSP REI, for a conversation that blends capital raising, real estate development, and a commitment to rebuilding underserved communities. Peter shares how he moved from a sales and marketing role at a distressed mortgage firm to managing funds focused on affordable and workforce housing throughout the Mid-Atlantic. Along the way, he discovered that long-term success in real estate hinges on experience, consistency, and assembling the right team. Peter reflects on early lessons—managing his first duplex, working alongside seasoned mentors, and learning to value communication as much as capital. His partnership with Ron, a builder with decades of experience, provided Peter with a clear understanding of the construction side of real estate, which is crucial when repositioning distressed single-family homes for long-term rental. Together, their team redevelops blighted homes in cities such as Philadelphia, Baltimore, and parts of South Jersey, focusing on high-quality work and sustainable investment returns. Throughout the episode, Jonathan and Peter discuss the challenges of raising private capital in today's market, why marketing alone is insufficient without execution, and how Peter's team utilizes vertical integration to manage construction and property oversight internally. The conversation underscores the importance of knowing your market, especially when working in workforce housing, where local demand and regulation can make or break a deal. They also talk about investor education, red flags in the capital-raising world, and why transparency and authenticity build more trust than flashy pitch decks. Peter emphasizes staying close to the work, whether that means walking properties, managing renovations, or talking to tenants. As someone who raises funds and executes deals, he believes you can't fake experience, and that humility and honest communication go further than hype. This episode is packed with practical knowledge for anyone managing real estate projects, raising capital, or trying to build a sustainable, ethical investment business in today's complex market. In this episode, you will hear: Peter Neill's early transition from distressed mortgages to long-term real estate investing How construction knowledge strengthens investment decisions Aligning marketing efforts with operational execution Key factors that make workforce housing more resilient Structuring investor conversations around trust and clarity Why GSP REI focuses on single-family portfolios and long-term holds Managing property oversight through a vertically integrated model Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: GSP REI website - gsprei.com Accredited Investors Only on YouTube - www.youtube.com/@AccreditedInvestorsOnly/videos Peter Neill's Facebook page - www.facebook.com/peter.neill.5203 Real Estate Investing on Point on Instagram - www.instagram.com/real_estate_investing_on_point Connect with Peter on LinkedIn - www.linkedin.com/in/peter-neill-gsprei Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Brian Nolan, Head of European CLO Structuring at PGIM, joins The CLO Investor podcast to discuss European CLOs and how they differ from US CLOs.
What goes into crafting an effective Python script? How do you organize your code, manage dependencies with PEP 723, and handle command-line arguments for the best results? Christopher Trudeau is back on the show this week, bringing another batch of PyCoder's Weekly articles and projects.
In this episode of Inside Startup Investing, Chris Lustrino sits down with Dr. Zwade Marshall, founder and CEO of Doc2Doc Lending, to explore how a physician-turned-founder built a fintech company by solving a deeply personal problem — the financial barriers doctors face early in their careers. Zwade shares how Doc2Doc raised $21M almost exclusively from fellow doctors, built a flexible underwriting model to beat SoFi's default rates, and scaled to over $100M in originations while staying lean and mission-driven. For any founder tackling industry-specific pain points or looking to raise capital from within a community, this conversation is a masterclass in focused execution and founder-market fit.Highlights include...Founder-market fit: Why Zwade understood this medical niche better than traditional lenders (4:18)Outperforming SoFi: 2.23% default rates with a 600 FICO borrower base (12:05)Revenue model breakdown: interest spread, servicing, referral, and origination fees (14:08)Structuring capital efficiently: lending with $150M in debt capacity, not equity (15:33)Strategic expansion to other healthcare professionals with high LTV (22:57)
Mathew Person, Senior Vice President of Corporate Development at Quikbase In this episode of the M&A Science Podcast, Kison Patel interviews Mathew Person, Senior Vice President of Corporate Development at Quickbase. Mathew brings a unique blend of operator, banker, and corp dev experience, making him a strategic leader in buyer-led M&A. Together, they dive deep into how to proactively structure acquisitions, align internal stakeholders, avoid over-rationalization, and ensure integration success. Things You Will Learn: How to design and align around a box of preference (quant + qual criteria) Tactics for proactively sourcing and assessing cultural fit How to structure your corp dev team for scale and deal velocity ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.
SEO Visibility for Better Business Structure with SEO Expert, Favour Obasi-ike, MBA, MSIn this SEO visibility episode, Favour emphasizes the crucial role of strategic business structure and SEO visibility tactics for online success. The core idea revolves around distributing content across various digital platforms, asserting that a strong online presence necessitates more than just social media. The discussion extends to the importance of keyword research, content pillars, and analytical tools like Google Search Console and SEO Gets, all aimed at optimizing a business's digital footprint for long-term growth and effective customer engagement.FAQs1. What is the fundamental principle for improving business visibility online?The core principle for improving online business visibility is having a strong business structure. Just as a soccer player needs to be in the right physical position to make a shot, a business needs to be in the right online position to make sales. 2. How does an effective website contribute to business visibility and customer retention?An effective website serves as a central hub for your online presence. To stay relevant in 2025 and beyond, a website must consistently create valuable content that encourages visitors to return. This is likened to a restaurant serving good food: if customers love it, they'll come back, tell their friends, and promote it.The more questions a website answers, the more useful and visible it becomes, leading to increased traffic and customer loyalty.3. What is a key SEO visibility tactic discussed, and why is it effective?Podcasting is highlighted as a highly effective SEO visibility tactic. The speaker's own podcast, "We Don't PLAY" has achieved significant global ranking, demonstrating its power. Podcasting is effective because, as a host, you become the author and controller of the content. Listeners learn from you, connect with your message, and are likely to return, share, and subscribe. 4. What is the significance of a business's "online location" and underlying internet infrastructure?Even without a physical "brick and mortar" location, a business has an online "location" rooted in its website and underlying internet infrastructure. This includes its domain name, which is managed by entities like ICANN (Internet Corporation for Assigned Names and Numbers) and translated by DNS (Domain Name System) into an IP address, connecting users to the desired website. Just as a physical business is registered within a state, an online business has its digital "address." Understanding this infrastructure, including elements like DNS records and mail exchange records for business emails, is crucial for maintaining operational stability, ensuring proper email function, and effectively distributing a business's online presence globally.Access to Resources ⬇️Need SEO Services?>> Join our club community for exclusive information
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Morgan Keim joins Charles Carillo to share how he transitioned from raising over $500 million in venture capital for food-tech startups to building long-term wealth through real estate investing. In this episode, Morgan breaks down his strategy behind launching a 75-unit affordable housing fund, investing in over 50 multifamily syndications, and using creative structures like subject-to and seller financing. You'll learn how Morgan identifies overlooked markets, partners with strong operators, and protects downside risk through disciplined underwriting and long-term fixed-rate debt. Whether you're a passive investor, GP, or real estate fund manager, this conversation offers real-world insights into building sustainable cash flow and intentional financial freedom. What You'll Learn: Why affordable housing is the most resilient real estate segment How to transition from LP to GP with confidence The benefits of subject-to and wrap deals in today's market How to structure deals for both upside and downside protection What 50+ LP deals taught Morgan about sponsor quality The mindset shift from startup volatility to real estate stability Learn more about Morgan: → Ocean Ridge Capital - https://oceanridgecap.com Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
If you need more time and more structure, here's how you use more scripture and the book Leading Leaders, in a formal Disciple-Maker-Making phase of growing with Jesus. This episode is one of many on our discipleship grid for discipleship conversations.
Join John Duffin on the “Your Message Received” podcast as he dives into the journey of Tracy Beavers, who transitioned from being underappreciated in the corporate world to becoming a highly sought-after business sales coach and visibility strategist. Tackling tough topics like the undervaluation she faced in corporate settings, Tracy reveals her bold move to entrepreneurship, the no-BS truth about organic growth, and the raw grind of building a thriving coaching business. She shares essential strategies for mastering time management, leveraging a single social media platform for maximum impact, and the value of authentic connections. Tracy also discusses the value of focusing on a single social media platform for effective marketing, maintaining authentic connections, and offering valuable content. Tracy's insights and experiences provide inspiration and actionable advice for aspiring entrepreneurs and business owners. To learn more about Tracy Beavers, including opportunities to join her free Facebook Group, please visit the links below. Facebook Group- (Free) https://www.facebook.com/groups/beaconfidententrepreneurTracy's podcast link (Top 5%)https://podcasts.apple.com/us/podcast/create-online-business-success-visibility-lead-generation/id1751582214Tracy's Websitehttps://www.tracybeavers.com/00:00 Episode Tease: Tracy's Initial Coaching Growing Pains 00:18 Welcome to Your Message Received Podcast01:27 Meet Tracy Beavers: Business Sales Coach02:50 Tracy's Corporate Journey and Transition to Coaching05:31 Building a Business: Challenges and Strategies14:58 Time Management and Structuring the Week20:49 First Successes and Client Interactions25:30 Balancing Corporate Life and Family26:00 Focusing on One Platform for Success28:41 The Importance of Clear Messaging29:23 Building Trust and Authenticity34:42 Effective List Growth Strategies38:17 Engaging with Your Audience42:08 The Power of Being Real46:07 Advice for the Next Generation47:23 Where to Find More Content
Mentor Sessions Ep.017: Derek Gaunt on How Bitcoiners can Master Negotiations with the Black Swan Group TacticsIn this Mentor Sessions episode, Derek Gaunt, a 20-year hostage negotiator and Black Swan Group expert, joins us to reveal how His and Chris Voss's proven tactics can transform your Bitcoin deals and daily life. Learn to navigate high-stakes negotiations, defuse tense conversations, and unlock powerful communication tools like mirrors, labels, and dynamic silence. From saving $16 million in a lawsuit to deciding on dinner, Derek's insights are a game-changer for Bitcoiners aiming win more. Don't miss this chance to boost your leadership, communication, and negotiating skills—hit play now!Key Topics: • Applying hostage negotiation to everyday interactions • Black Swan Group communication strategies • Tactical empathy for better Bitcoin deals • Why curiosity is your secret weapon in negotiationsChapters: • 00:00:00 - IntroductionDerek Gaunt sets the stage, debunking "win-win" and sharing his Black Swan Group expertise.• 00:00:28 - Why Negotiation Matters for BitcoinersHow Derek Gaunt and Chris Voss's skills tripled income and why Bitcoiners need them.• 00:02:27 - Derek's Hostage Negotiation BackgroundDerek shares his 20-year journey and the founding of the Black Swan Group with Chris Voss.• 00:04:41 - The Power of Tactical EmpathyWhy understanding your counterpart's worldview is key to negotiations.• 00:06:18 - High-Stakes Negotiation SuccessHow Derek's coaching saved a client $16 million in a lawsuit using Black Swan tactics.• 00:10:43 - Defusing Defenses in ConversationsUsing tactical empathy to lower defenses and enable open discussions.• 00:12:25 - Letting the Other Side Go FirstWhy curiosity and listening first unlock better outcomes.• 00:21:44 - Key Negotiation Tools: Labels, Mirrors, SilenceDerek explains how to use labels, mirrors, and dynamic silence.• 00:39:47 - Handling Difficult PersonalitiesStrategies to address counterproductive behavior respectfully in deals.• 00:43:50 - When to Walk Away from a DealDerek on spotting integrity issues and walking away from risky partnerships.• 00:46:45 - Are Hostage Negotiations the Hardest?Why Black Swan skills apply universally, from Bitcoin buys to everyday disputes.• 00:54:00 - Overcoming Objections with CuriosityHow to uncover hidden motivations in price objections using labels.• 01:06:51 - Structuring a Winning ConversationDerek's framework for Bitcoin negotiations: accusations audit, summary, proof of life.• 01:11:47 - Derek's Bitcoin Journey & Where to Find HimDerek's take on Bitcoin and how to connect with his work at Black Swan Group.About Derek Gaunt: • Book: Ego, Authority, Failure (available on Amazon and Audible)• Website: blackswanltd.com• LinkedIn: Derek Gaunt• Instagram: @derekmgaunt• Email: info@blackswanltd.com FREE Bitcoin Book Giveaway: New to Bitcoin? Get Magic Internet Money by Jesse Berger FREE! Click: bitcoinmentororange.com/magic-internet-money BOOK Private Sessions with Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. Visit bitcoinmentor.io Subscribe to Mentor Sessions: Don't miss out!Follow Us:• BTC Sessions: @BTCsessions• Nathan: @theBTCmentor• Gary: @GaryLeeNYCPrevious Episode: Check out MADEX on fiat's war on art and Alberta's Bitcoin future: https://youtu.be/E93GGv5EIQs Support the Channel: Smash the like button, share with your Bitcoin crew, and subscribe for more! #Bitcoin #Negotiation #DerekGaunt #BlackSwanGroup #ChrisVoss #HostageNegotiation #TacticalEmpathy #BitcoinPodcast #CommunicationSkills #MentorSessions #BitcoinEducation #Leadership #Podcast #Crypto #Cryptocurrency
show notes
Bill Staples has spent 30 years redefining how the world writes, ships, and secures code.On this week's Grit, the GitLab CEO shares what it takes to lead a public, all-remote DevSecOps company trusted by more than half of the Fortune 100. He breaks down the discipline of managing energy instead of hours, why weekly operating cadences beat quarterly plans, and how AI will 10× software engineers by auto-debugging code and closing security gaps.Guest: Bill Staples, CEO of GitLabChapters:00:00 Trailer00:42 Introduction02:34 True joy in life08:16 Winning teams13:53 When the energy isn't there18:00 Super ambitious21:01 It's not just technology29:27 Elevating quality and standard41:36 Lifelong collaborator51:22 Competent intelligence54:22 Structuring goals and time1:03:59 Who GitLab is hiring1:04:17 What “grit” means to Bill1:04:54 OutroLinks:Connect with BillLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins
Debt funds are becoming more and more prevalent in commercial real estate finance, offering speed, flexibility, and creative structuring for complex or transitional deals. With traditional lenders pulling back and market conditions shifting, these funding sources can provide essential capital for acquisitions, redevelopments, and quick-close opportunities. However, they come with tradeoffs that borrowers need to carefully consider. In this episode, Terry Carroll and Mike Dowley join Dan Evans to unpack when and why borrowers turn to debt funds, the risks and reputational considerations involved, and strategies for success. Read the full transcript of this episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/ThePropertyLine_CreativeDealStructuringwithDebtFunds.pdf
Do you want to know how to build a sustainable and successful early years brand to underpin your early years business? From sector insights to interesting case studies and practical advice – this article and podcast episode are a great point of reference for those who are starting out as well as those long-established providers who are looking to stand the test of time. Read Harry's article here: https://thevoiceofearlychildhood.com/building-a-lasting-early-years-brand/ This episode is in partnership with Male Childcare and Teaching Jobs. Male Childcare and Teaching Jobs advocate for greater male participation in education and caregiving roles, offering support and guidance to enhance gender inclusion in nurseries and schools. To find out more visit: https://malechildcareandteachingjobs.co.uk/ Listen to more: If you enjoyed this episode, you might also like some of our other business focused episodes: · Navigating the realities of business ownership in the early years – Dr Jane Todd – https://thevoiceofearlychildhood.com/navigating-the-realities-of-business-ownership-in-the-early-years-sector/ · Accidental leadership in early years – Jenny Weidner – https://thevoiceofearlychildhood.com/accidental-leadership-in-early-years/ Plus hear and read more on men in early childhood: https://thevoiceofearlychildhood.com/articles/men-in-early-childhood/ Get in touch and share your voice: Do you have thoughts, questions or feedback? Get in touch here! – https://thevoiceofearlychildhood.com/contact/ Episode break down: 00:00 – Welcome! 03:30 – The difference between a business and a brand 08:00 – Being a trustworthy brand 12:30 – Transparency and brand buy in 22:00 – Brand and recruitment 24:30 – A brand that appeals across generations 26:00 – Tips for sharing your brand 26:45 – Employee generated content 28:00 – Structuring your business adverts 34:30 – Consistency, time and investment are key 36:00 – Brand longevity and corporate branding For more episodes and articles visit The Voice of Early Childhood website: https://www.thevoiceofearlychildhood.com
Shawn King. Shawn has been the drummer for the band Devotchka for over 20 years and has been based in Denver for longer than that. Over that time he has been tightly woven into the Denver scene and involved in all kinds of projects from experimental festivals to musical theatre. We are right around the 20 year anniversary of both Devotchka's album “How it Ends” and the movie “Little Miss Sunshine” for which Devotchka provided the soundtrack and score. In this epsidoe, Shawn talks about: The high premium placed on multi-instrumentalism in Devotchka The record label model vs. the Patreon model, and the full record model vs. the single model Treating the drumset as the multi percussion instrument it is, thinking more in terms of patterns than grooves Structuring improvisation through parameters and limitations What has kept him in Denver Recording the soundtrack for “Little Miss Sunshine” Here's our Patreon Here's our Youtube Here's our Homepage
Radhika Das, IFN Journalist, interviews Maryam Khosrowshahi, Chair Global SSA and Head Sub-Saharan Africa Coverage & CEEMEA Sovereign DCM, Deutsche Bank, on structuring an award-winning Shariah compliant healthcare financing deal in Côte d'Ivoire and using ICIEC's Non-Honoring of Sovereign Financial Obligation policy
Radhika Das, IFN Journalist, interviews Dr Vicente Pons, Managing Principal, Frontera Capital Group, on structuring a risk-remote, Solvency II-aligned facility supported by ICIEC credit insurance and mobilizing international capital into frontier markets through innovative, development-focused finance
The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that's why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion. If you want to connect with prospects, you need to master the art of storytelling. In this conversation, she unpacks why logic-based pitches fail, how to structure a first meeting to connect at a human level, and the neuroscience behind compelling narratives that convert. You'll learn: How you can set the tone for a vulnerable and authentic conversation How to turn a good story into a compelling offer that moves clients to action Structuring prospect meetings to build an emotional connection and trust from the start The science behind storytelling and how it triggers buying decisions at a subconscious level Tips for creating powerful “backstories” and using emotional cues that resonate with your audience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Stacy Havener: LinkedIn: Stacy Havener Website: Havener Capital Partners About our Guest: Stacy Havener is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women's Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin' coffee, and listening to 90's hip hop – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of...
NFL legend and professional speaker Karl Mecklenburg joins Speakernomics to share how he captivates audiences and drives business success from the stage. Discover practical speaking, storytelling, and marketing tips directly from one of the most versatile voices in the industry. How to keep an audience engaged with dynamic storytelling, humor, and unpredictability Structuring your keynote like a flowing river, mixing serious and light moments to avoid predictability Leveraging referrals and client feedback to strengthen your marketing as a speaker Applying the "all pro" mentality—preparation, decisive performance, honest evaluation, and adaptation—to speaking Building a consistent sales approach and the value of ongoing connection with clients and audiences Tune in for real-world advice to energize your speaking business and leave a lasting impression on every audience. Learn more about your ad choices. Visit megaphone.fm/adchoices
Best But Never Final: Private Equity's Pursuit of Excellence
Board meetings are a critical tool for private equity firms to drive strategy, track progress, and unlock value. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore how private equity boards operate, from setting agendas and assembling members to balancing tactical updates with strategic discussions.They discuss the importance of preparation, the role of independent directors, and how to ensure that board meetings foster alignment and productive decision-making. Whether you're refining your approach or learning how boards work, this episode offers key insights for making meetings count.Episode Highlights:2:27 - The strategic purpose of PE board meetings and how they differ from weekly updates.4:02 - Preparation benefits: How crafting the deck helps teams prioritize objectives.10:02 - Board composition explained: PE team members, independent directors, and management.18:48 - The role of independent directors: Strategic value and practical benefits.27:01 - Structuring meetings: Financial updates, strategy reviews, and actionable takeaways.34:13 - Avoiding pitfalls: Keeping board discussions strategic, not bogged down by readouts.47:20 - Board logistics: Meeting frequency, in-person sessions, and practical considerations.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net
In this episode of The Level Up Podcast, Paul Alex reveals how top performers in 2025 are structuring their schedules for maximum focus, freedom, and results. Success isn't about grinding nonstop—it's about using your time with precision and purpose.What You'll Learn in This Episode:
Laura Gish, VP for Prayer and Advancement at Mission Mutual, is a prayer leader and mobilizer of givers and intercessors in collective impact spaces. Laura was raised in a faith-filled home and felt an exceptional call to prayer and the Bible in her early teens. Through her father's job, Laura was deeply connected to the Bible translation space from a young age and was able to witness the evolution of the illumiNations impact alliance to what it is today. In her early career, Laura served at Seed Company where she helped to spearhead a prayer movement which saw huge breakthroughs in the field and in funding. That experience led her to Mission Mutual which serves as a backbone for multiple impact alliances in a variety of impact spaces. She has an incredible perspective on being founded and rooted in prayer, personally and as an organization, and the necessity of collaboration in the Great Commission arena. You won't want to miss all she had to share! Major topics include: Laura's early life, faith background, and early career The story of Seed Company's donor funded prayer program Laura's favorite outcomes from the prayer program Helping organizations develop a foundation of prayer The unique power of a collective impact alliance Key characteristics of a collective impact framework The story and vision of Mission Mutual Differences between a giving fund and an impact alliance What is a backbone service provider? Multiplying ROI in the Kingdom through collaboration Why collaboration matters to donors Best practices for an alliance Structuring a practice of prayer as the center point of alliance culture Raising up nearly 350,000 intercessors in the ETEN collective impact alliance Next steps for a giver to move toward an impact alliance What's happening beyond Bible translation Creating a community giving circle QUOTES TO REMEMBER “When God says go, you just go.” “As we give to something, our heart expands. And as we pray for something, it grows our heart to want to give.” “Prayer is not just a strategy. It is the strategy.” “Prayer is the catalyst for intimacy with God.” “Look at what God can do when we put aside our individual logos and agendas, and we pursue the collective power of what partnership can be when it's united under a vision God has given His people to pursue and it's rooted in prayer.” “Generosity begets generosity.” “When we yoke together in unity, the collective impact capacity isn't just doubled, it's exponentially expanded.” “Prayer is one of the most generous things we can offer.” “God changes our hearts when we pray.” “Be a faithful steward of the brokenness that God has planted inside of you.” LINKS FROM THE SHOW Mission Mutual Seed Company (see our interview with CEO, Davis Powell) IllumiNations Bible Translation Alliance (see our interview with Todd Peterson or John Chesnut) Every Tribe Every Nation (ETEN) ACHIEVE (A Church in Every Village Everywhere) Close the Bible Gap The Finish Line Community Facebook Group The Finish Line Community LinkedIn Group BIBLE REFERENCES FROM THE SHOW Psalm 127:1a | The Lord Builds the House Unless the Lord builds the house, those who build it labor in vain. John 17:21 | Oneness in the Church that they may all be one, just as you, Father, are in me, and I in you, that they also may be in us, so that the world may believe that you have sent me. Isaiah 60:3 | Drawn to Your Light And nations shall come to your light, and kings to the brightness of your rising. Ecclesiastes 4:12b | Strength in Unity a threefold cord is not quickly broken. Mark 16:15 | The Great Commission And he said to them, “Go into all the world and proclaim the gospel to the whole creation. WE WANT TO HEAR FROM YOU! If you have a thought about something you heard, or a story to share, please reach out! You can find us on Instagram, Facebook, and LinkedIn. You can also contact us directly from our contact page. If you want to engage with the Finish Line Community, check out our groups on Facebookand LinkedIn.
SummaryIn this episode, Christian Hassold and Ayelet Shipley delve into the complexities of agency valuations, exploring the interplay between buyer and seller motivations, and discussing real-world scenarios that illustrate various deal structures. They emphasize the importance of understanding the unique dynamics of the agency market, including the factors that influence valuations and the creative structuring of deals to meet the needs of both parties. In this conversation, Ayelet and Christian delve into the intricacies of business valuation, particularly focusing on earn-outs and creative deal structures. They explore how earn-outs can bridge the gap between current cash and total enterprise value, especially in lower EBITDA scenarios. The discussion also highlights the dynamics of larger deals, emphasizing the importance of timing and the need for sellers to recognize good opportunities in a fluctuating market. The conversation is rich with insights on how to structure deals that meet both buyer and seller needs while navigating the complexities of agency acquisitions.Takeaways• A deal occurs in the overlap of buyer and seller needs.• Creative structuring can lead to better outcomes for sellers.• The agency market is dynamic with many new entrants and exits.• People, client relationships, and capabilities are key assets in agency valuations.• Valuations can vary significantly based on market fit and potential.• Understanding the motivations of both buyers and sellers is crucial.• The agency landscape is evolving with increasing deal velocity. Earn-outs can be a strategic tool in business valuation.• Trust between buyer and seller facilitates smoother transactions.Chapters0:48 Introduction 1:59 Why Agencies Are Built and Sold 8:03 How Buyers Assess Value 12:10 Cash Upfront vs. Long-Term Upside 14:28 Real-World Deal Scenarios 15:02 Scenario B: Traditional 80/20 Deal 19:33 Earnout Treatment in Valuation 21:21 Scenario D: Creative Deal for Smaller Agencies 26:27 Performance-Based Payment Adjustment 29:23 Why Larger Deals Are Different 32:41 Wrap-UpConnect with Christian & Inorganic PodcastChristian's LinkedIn: https://www.linkedin.com/in/hassold/In/organic on LinkedIn: https://www.linkedin.com/company/inorganic-podcastIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with E26 guest, Ayelet Shipley on LinkedInhttps://www.linkedin.com/in/ayelet-shipley-b16330149/ Hosted on Acast. See acast.com/privacy for more information.
Rob Kindler, Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP In this episode of the M&A Science podcast, Kison Patel sits down with Rob Kindler, a uniquely positioned dealmaker whose career has spanned both sides of the M&A table—law and investment banking. Rob previously led global M&A at Morgan Stanley and is now a senior partner at Paul Weiss. With 44 years of experience, he's seen firsthand how the roles of lawyers and bankers have evolved, what makes a deal succeed or fail, and how today's regulatory, activist, and valuation pressures are reshaping M&A execution. Things you will learn: Why legal advisors are now the first call in M&A, not the last How corporate development teams have replaced bankers in early-stage deal sourcing Why regulatory strategy and shareholder approval planning can make or break a deal How to negotiate effectively by predicting “the end of the movie” ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.
In this 250th episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Katie Kim, a third-generation developer and founder of the Development Academy. Katie's approach to real estate is built on lived experience, starting with childhood council meetings and evolving into full-scale developments that blend economic strategy, relationship-building, and community impact. Throughout the episode, Katie shares how consistent preparation, strong partnerships, and structured capital stacks have helped her navigate the often unpredictable world of development. She stresses the importance of building with confidence, a quality that comes from repetition, not just reading. Jonathan and Katie also explore the realities of zoning, red tape, and tough public conversations. Katie explains why showing up with a clear plan earns respect and how her Development Academy is helping new developers gain the experience and mentorship they need to launch successful projects. If you're looking for a real-world take on how to break into development or scale your current strategy, this episode delivers straight talk on what works and what to avoid. In this episode, you will hear: Katie's experience growing up in a multigenerational real estate family and learning negotiation early Developing confidence through consistent reps and experience Partnering with clarity and accountability Creating impactful community development through economic incentives and urban infill projects Structuring deals with capital stacks that make sense Preparing thoroughly before every meeting or pitch Blending personal history and professional growth into one career Helping new developers launch through mentorship and hands-on learning Advocating for inclusivity in real estate and focusing on getting the job done regardless of background Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Katie Kim's website - www.katiekim.com Find Katie on YouTube - www.youtube.com/@thekatiekim Katie's Facebook page - www.facebook.com/thekatiekim Follow Katie on Instagram - www.instagram.com/thekatiekim Connect with Katie Kim on LinkedIn - www.linkedin.com/in/katiekim Katie's X account - x.com/thekatiekim Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Organizations love to optimize—but often forget what, or who, they're optimizing for. When teams are built around internal structures rather than customer outcomes, even the best strategies become slow to adapt.Author and data analyst Neil Hoyne and Pini Yakuel explore how behavioral rigidity, not technical limitations, holds most companies back. Drawing from principles in Neil Hoyne's book, Converted, they argue for a shift toward systems that favor adaptability, exploration, and proximity to the customer. Because in a world shaped by AI, the real competitive edge is not just speed—it's staying meaningfully connected to the people you serve.Key TakeawaysWhen roles become identities, organizations lose flexibility. Over-specialization makes it harder for teams to respond to evolving customer needs.Behavioral defaults—not tech—often slow teams down. Loyalty to familiar workflows or team structures can block innovation, even when tools are available.AI works best when aligned with real customer strategy. It's not a shortcut or a strategy in itself—it's a multiplier for what actually matters.Customer-centricity requires outcome-driven teams. Structuring around internal functions, rather than external impact, leads to misaligned incentives.Small shifts in ownership create big changes in experience. Empowering teams to work across silos—even partially—brings them closer to the customer, and closer to results.Key Quotes[00:13:50] “Marketing teams don't just bake bread—they are bread. It's not just what they do; it's who they've become. So when the shift happens—when the customer wants cupcakes instead—they miss it entirely. Because they weren't watching the customer. They were defending the bread.” – Neil Hoyne[00:21:13] “If your strategy is ‘use AI better than the competition,' you don't have a strategy.” – Neil Hoyne[00:25:46] “Accelerate what already works. Tactics are multipliers, not miracles.” – Pini[00:46:47] “Positionless isn't binary. Can you let a team own 10% of something, start to finish?” – Pini Yakuel[00:51:39] “We've gone too far into specialization. It's time to bring back the craftsman.” – Neil HoyneAssociated Links:Learn more about Optimove's platformsLearn more about Positionless MarketingRead Converted by Neil HoyneCheck out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!
If you need more time and more structure, here's how you use more scripture and the book Leading Others, in a formal Disciple-Making phase of growing with Jesus. This episode is one of many on our discipleship grid for discipleship conversations.
Stephanie Malakie, founder of Empress Travel Club, discusses a business model that's gaining serious traction in the luxury travel world: memberships! The same concept behind your favorite wine club or go-to subscription service is now helping travel advisors lock in dream clients and keep them for the long haul. Stephanie shares why today's ultra-wealthy travelers are craving more than just beautiful vacations. They're looking for trusted partners who get them, know their preferences before they say a word, and can pull off flawless, one-of-a-kind experiences all year long. You'll hear the magic behind her high-touch approach, how she structures her membership model without overcommitting, and how to grow your client base through authentic relationships and high-value referrals. If you're curious about adding more exclusivity, ease, and long-game strategy to your business, this episode is a must-listen! Connect with Stephanie Malakie: Growing up on the west coast of Canada with a family who loved to travel, Stephanie developed an appreciation for international destinations from a young age. Her early adventures to places like Egypt, Europe, Central America, and Asia ignited her passion for exploring the world. After completing her degree in Business Management from the University of British Columbia in Canada and the University of Melbourne in Australia, Stephanie moved to Hawaii. There, she joined a management program at Four Seasons Resorts, working across various operational hotel management roles. She eventually managed a VIP client program for years before transitioning to a luxury travel agency and concierge firm. After gaining further experience in the industry, Stephanie founded Empress - a company catering to discerning clients looking for seamless, unique and luxurious travel experiences across the globe. She is based in Kona, Hawaii leading a team that spans from Hawaii to Portugal, allowing Empress to provide 24 hour client coverage. empresstravelclub.com Today we will cover: (02:55) Stephanie's background; building Empress Travel Club (08:10) The psychology behind membership models (14:35) Why luxury clients are drawn to membership models (22:30) Structuring a membership model; pricing and services (32:40) Navigating the points game (40:00) Project management systems and tools; building a strong team (47:45) Handling high-stakes situations (53:40) Tips for positioning yourself in front of ultra-high-net-worth clients → SOP TEMPLATE & CHECKLIST Consider this your secret weapon for creating clear, step-by-step processes that eliminate guesswork, save time, and make delegation effortless. JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ
How Smart Founders Get 5–100× Higher Business Exit Value John Ratliff On The Homefront Unlock the insider strategies behind maximizing your business exit — beyond just EBITDA multiples. In this in-depth Home Front interview, John Ratliff walks us through: Why most business owners sell for less than they deserve How to build with the ideal buyer persona in mind Structuring deals that attract “must‑have” buyers and unlock premium valuation Avoiding common exit mistakes (e.g., unprepared financials, single bidder, structure pitfalls) Culture-first leadership: treating frontline staff as your most important asset “Dream On” program insights: boosting morale, reducing turnover, and saving $ M Speaking your bold future into existence (strategic aim & painted picture) The power of community and masterminds for founder growth Perfect for founders, CEOs, and business changemakers serious about maximizing their exit and taking their company (and culture) to the next level. ⭐ Subscribe for more founder exit strategies & culture-first leadership insights. John Ratliff on LinkedIn Align5
Scott Clawson, CEO of Culligan International Scott Clawson turned Culligan from a legacy water treatment business into a $3.3 billion global platform operating in over 50 countries—powered by a programmatic M&A engine that has executed 300+ acquisitions. In this episode, he sits down with Kison to share exactly how that machine works. From beachside inspiration to building a decentralized deal engine, Scott walks us through his journey scaling Culligan's strategy with support from capital partners like Advent and BDT MSD. He breaks down how to structure pipeline teams, create incentive systems that align corporate and local interests, and keep integration from becoming a bottleneck. If you want a real-world blueprint for high-volume, globally scaled M&A that doesn't break the business—this episode delivers. Things you will learn: How to build and scale a decentralized M&A engine across geographies The critical role of strategic focus, pipeline ownership, and integration playbooks Why cultural alignment and seller trust drive long-term M&A success What to look for when choosing a private equity partner—and how they can unlock growth ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.