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What happens when you and your partner have different ideas of your business's future? What if that business partner is also a family member? In this episode, we talk with Chris Younger, an investment banker, about the challenges and potential solutions when selling a company due to partner conflict. View the complete show notes for this episode. Want To Learn More?  M&A Basics | Why Do Business Owners Sell Their Business? Family Offices and Management Buyouts – What You Need to Know Navigating Partnership Disputes: Lessons from a Valuation Expert Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Welcome to the Fit Rich Life Podcast. A show all about mastering Money, Fitness & Life.   In today's special guest episode, I talk with Gary Batara, author of the book “Lessons to Inspire: Practical Advice from Successful People.”   We do a deep dive into the process of writing and publishing his book, highlighting the challenges and lessons he learned along the way.    Gary shares his thoughts about starting your own business, including the importance of identifying your skills and the needs of the market.   We also cover a lot of mindset and personal development practices to improve one's happiness, fitness, relationships, and more.   Please enjoy a wide-ranging conversation with Gary Batara.   Connect with Gary: garybatara72@gmail.com Get my FREE 29-Page Financially Fit Money Guide [00:00-04:22] Meet the author, Gary Batara - Introduction and Background.   [04:23-13:25] Gary shares the journey of personal growth and the challenges of writing and publishing.   [13:26-25:57]  Consistency, discipline, and environment - Taking responsibility for happiness.   [25:58-39:02] Progress and fulfillment.   [39:03-50:04] Mindfulness and Embracing Challenges - The 'Second Mountain' and Outward-Focused Goals.   [50:05-1:10:42] Starting Your Own Business: Identifying Skills and Market Needs - Learning by Doing and the Value of Experiential Knowledge.   [1:10:43-1:17:12] Prioritizing Contribution over Expectations in Relationships.   [1:17:12-1:23:04] Embracing the Fluctuations of Happiness. Key quotes:   “If you're willing to put yourself into a challenging situation, whether you achieve it or not, it's fully irrelevant. It's so irrelevant because now you're used to dealing with hard things and you unearth tools that you never had before.” - Gary Batara   “Writing is mental bodybuilding.” - Justin David Carl  Full Show Notes w/ Links to resources: www.fitrichlife.com/podcast/ FIT RICH LIFE NEWSLETTER Get fit, get rich, and live your best life in 10 minutes a week. Join thousands of readers who are leveling up their Fitness, Money & Life. Join here: https://fitrichlife.com/newsletter     WANT TO LEARN MORE?  Follow me on Instagram: https://www.instagram.com/justindavidcarl  Follow me on Threads: https://www.threads.net/@justindavidcarl  Follow me on Twitter/X: https://x.com/justindavidcarl  Connect on LinkedIn: https://www.linkedin.com/in/justindavidcarl    SHOW SPONSORS: I am incredibly passionate about Fitness and Money & have reached a substantial degree of mastery in these domains. I help others do the same! Interested in taking your Fitness, Money & Life to the next level? Book your Free Consultation today or drop me a DM on Instagram https://instagram.com/justindavidcarl to coordinate a time to connect with me.   From Pre-Workout to Protein if you desire to lead a happy, healthy, fit life, go to https://vedgenutrition.com/dragon  and grab your plant-based healthy essentials. Use the code DRAGON to save $$!    Thanks for tuning in!    If you liked my show, LEAVE A THUMBS UP, share, and subscribe!

How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti shares his experience on how you can prepare for the sale of your business. This podcast covers how you can prepare for the future you want and how to build a team of advisors who proactively help you manage your wealth after the sale.  View the complete show notes for this episode.   Want To Learn More?   The Role of Family Offices in M&A Critical Financial and Estate Planning Strategies When Selling Your Business  Will Selling Your Business Make You Happy?   Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

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Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done. View the complete show notes for this episode.   Want To Learn More?  Retirement Funds Financing When Buying or Selling a Business Small Business Acquisition Financing Morgan & Westfield's Buyer's Guide Guidant Financial   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

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When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material information.  View the complete show notes for this episode.  Want To Learn More?  Negotiating an M&A Purchase Agreement | M&A Tips M&A Due Diligence | Checklist & Overview The Role of M&A Lawyers When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

✨ Welcome to your #cosmicweatherreport for the week ahead.

What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today. View the complete show notes for this episode.   Want To Learn More?  The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments by Jeffrey C. Hooke 18 Differences Between Valuing Public and Private Businesses How to Sell an Online Business: A Case Study   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

✨ Welcome to your #cosmicweatherreport for the week ahead.

Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker.   View the complete show notes for this episode.   Want To Learn More?  Net Working Capital (NWC) for M&A – A Complete Guide Do I Need to Hire a Local Business Broker? What Percentage of Businesses Sell? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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In Season 3 Episode 1: Nick Tilsen, NDN Collective CEO and Founder, sits down with He Sapa Otipi's Executive Director, Cante Heart and Dr. Valeriah Big Eagle, NDN Collective Director of Strategic Partnerships, two Indigenous matriarchs leading the work of developing an Indian Center in MniLuzahan (Rapid City).  He Sapa Otipi is an emerging non-profit rooted in Lakota values and traditions that revitalizes traditional kinships and fosters a sense of belonging within the community of MniLuzahan. It provides a safe space for reconnecting our spirits to ceremony, community, cultural identity, and awareness. He Sapa Otipi works to educate, engage, and empower Native populations while celebrating the richness of our shared values and heritage.  ✊

Take a look behind the curtain at how Acquire.com got started and how it is changing the M&A marketplace. Andrew Gazdecki, CEO of Acquire.com, discusses his platform's role in helping bootstrap SaaS startups be acquired and selling multimillion-dollar software companies. He shares stories, insights, tips, and predictions of AI in the M&A world. View the complete show notes for this episode.  Want To Learn More?  How to Sell an Online Business: A Case Study Top 5 M&A Value Drivers for Tech & Software Companies Preparing Emotionally for the Closing Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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How do you increase your company's value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer your customers and how you can turn that value proposition into more value in your company.    View the complete show notes for this episode.   Want To Learn More?  Increasing the Value of Your Business | The RVD Model Selling Value: How to Win More Deals at Higher Prices by Mark Stiving Instant Profits: How to Raise Prices Without Losing Customers by Mark Stiving Impact Pricing: Your Blueprint for Driving Profits by Mark Stiving Win, Keep, Grow: How to Price and Package to Accelerate Your Subscription Business by Mark Stiving Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

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In this episode of the Entrepreneur Aligned podcast, host Jarrod Musick dives into the changing landscape of interest rates and how entrepreneurs can strategically utilize debt to fuel business and personal growth. With interest rates gradually declining after years of rising costs, Jarrod explores various types of debt—ranging from mortgages and portfolio-based loans to SBA and private lending. He offers actionable insights on refinancing, optimizing credit, and preparing for future opportunities as the financial environment evolves. Tune in for valuable tips on leveraging debt as a component of your long-term success!   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy.  Advisory services offered through Destiny Capital Corporation, an Investment Adviser registered with the U.S. Securities & Exchange Commission.

Jim Pfeifer and Paul Shannon chat with James Eng of Old Capital Lending to unpack today's multifamily financing landscape. A 20-year commercial lending veteran in both institutional and private markets, James explains how surging interest rates, higher scrutiny on sponsors, and renewed competition in bridge loans are reshaping apartment deals. He also shares why LPs should treat debt as a top priority – from understanding agency vs. bridge terms to watching out for “race-to-the-bottom” lending and tricky rate caps. If you're looking for clearer insight on the capital stack and how lenders view multifamily risk in 2025, this conversation offers a valuable blueprint. Today's Takeaways: The Fed's rate cuts have created uncertainty in capital markets. Bridge loans are returning as a viable financing option. Rate caps have become more expensive and complex. Lenders are now more critical in their evaluations of borrowers. Limited partners should prioritize understanding debt structures. Transaction volumes are significantly lower than previous years. Cap rates need to align with interest rates for positive leverage. Potential recession risks are impacting lender confidence. Diversification of tenant demographics is essential for stability. LPs should actively seek updates on loan terms and conditions. Want To Learn More? PassivePockets.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into why preparing for due diligence is crucial to a smooth sale process. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & Overview The Importance of Preparing for Due Diligence M&A Guide | The 4 Types of Buyers of Businesses Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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Industry roll-ups: What are they? How do they work? What's in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your businesses to a PE firm as a part of a roll-up. View the complete show notes for this episode.   Want To Learn More?  Why Do Companies Acquire Other Businesses? Earnouts When Selling or Buying a Business | Complete Guide Net Working Capital (NWC) for M&A – A Complete Guide   Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

✨ Welcome to your #cosmicweatherreport for the week ahead.

When you're considering selling your company, you want to get the most value for your business, right? Well, some exit paths are more lucrative than others. How can you determine the best path for your situation? Are PE firms an option? Get inside tips from M&A expert Adam Coffey about why the world of private equity has been growing so rapidly in recent years, learn the general blueprint on how PE firms grow capital, and how to maximize your asset diversification.    View the complete show notes for this episode.   Want To Learn More?  Can I Time the Sale of My Business? Three Things To Consider When Deciding If It's The Right Time To Sell Your Business, The Private Equity Playbook: Management's Guide to Working with Private Equity Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

In this episode of the Entrepreneur Aligned Podcast, host Jarrod Music dives into a critical aspect of business ownership—equity management. As businesses grow beyond a single owner, managing multiple equity owners and partners becomes essential. Jarrod explores the complexities of ownership structures, voting rights, and long-term strategic planning. He highlights how equity management impacts personal financial outcomes, retention of control, and the alignment between business strategy and personal goals. Tune in for key insights on making informed decisions regarding your business and financial success.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

✨ Welcome to your #cosmicweatherreport for the week ahead.

Paul Shannon hosts an in-depth chat with Chris Carsley of Kirkland Capital Group to explore the growing world of private real estate debt. Chris explains how private lending is filling financing gaps left by traditional banks, why short-term “bridge” loans for smaller commercial deals can yield competitive returns, and what operational due diligence steps every LP should take before investing. From the basics of senior debt to navigating leverage, liquidity, and redemptions, Chris shares real-world insights into the risks and rewards of building private credit into a balanced portfolio—especially amid today's market volatility. Today's Episode Takeaways Why Private Debt Exists: How regulatory changes and market gaps since 2010 have fueled the rise of non-bank lending. Fixed-Income Diversification: How private real estate debt contrasts with traditional bonds—and the potential for uncorrelated cash flow. Key Risk Factors: Why valuation, low loan-to-value, and conservative underwriting matter for principal protection. Due Diligence 101: Questions to ask fund managers about leverage use, past defaults, and changes made after deals go wrong. Liquidity vs. Illiquidity: Understanding fund “gates,” redemption structures, and how to fit private debt into an overall strategy. Want To Learn More? PassivePockets.com BiggerPockets.com KirklandCapitalGroup.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com

Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business Preparing Emotionally for the Closing Crossroads: Deciding to Sell Your Business vs. Doubling Down Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

✨ Welcome to your #cosmicweatherreport for the week ahead.

When you've finally sold your business, can you jump on the next cruise ship and sail away? Nope. You'll leave money on the table, or worse still, sink the deal if you do that. Matt Coyne, an experienced M&A Advisor, explains how planning ahead for the transition period can make the deal go more smoothly and potentially add value to your company. View the complete show notes for this episode. Want To Learn More? What's involved with the transition period: Who is impacted by the transition; how can it lower risk for the buyer; can it impact the value of the business? What variables are there: How might the plan differ between a PE firm, a family office, or a strategic buyer; what compensation to expect; how long will it take?   What are the steps in a transition period: how do you tell your employees; when do you tell them; what's it like on the buyer's side? How can you prepare: how far ahead should you start planning for the sale and integration; how long should you expect the integration period to be? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this episode of the Entrepreneur Aligned Podcast, host Jarrod Music delves into the intricacies of private real estate investments, a popular asset class among entrepreneurial families. Jarrod discusses the two primary approaches to real estate investing: cash-flowing properties and appreciation-driven projects. He provides valuable insights into single-family homes, multi-family units, commercial properties, and syndications, helping listeners understand the potential returns, risks, and management demands of each type. Whether you're a seasoned real estate investor or considering your first property, this episode offers practical advice on aligning real estate investments with your broader financial goals.       -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

✨ Welcome to your #cosmicweatherreport for the week ahead.

If you are selling your business, you need an attorney. But do you know how to hire one? Get insider tips from Jude David, an Investment Banker and former M&A Attorney, on the biggest mistakes to avoid, what experience to look for, how to set expectations, tips on fees, and much more so you can get the right M&A attorney to help sell your business. View the complete show notes for this episode. Want To Learn More? Negotiating the Letter of Intent M&A Negotiating Tactic #1 – Honesty The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

As an owner, what's your biggest block to improving sales? How can fixing this improve the value of your company? We discuss the biggest problem that companies face in their sales and marketing teams with sales and marketing expert Derek Johnson. He says that many companies fail by focusing on tactics, not vision. Start with a vision, develop a strategy, then execute the strategy with precision. This can lead to improving your sales and ultimately improving the value of your company. View the complete show notes for this episode. Want To Learn More?  The Strategic Sales Leader: Mastering the Art of Vision, Strategy, and Execution by Derek Wellington Johnson The Wisdom of Leaders: History's Most Powerful Leadership Quotes, Ideas, and Advice by Derek Wellington Johnson Increasing the Value of Your Business | The RVD Model Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

In this episode of the Entrepreneur Aligned Podcast, host Jarrod Musick delves into the complexities of purchasing vacation properties, particularly for entrepreneurs. Using the example of a ski house in Vail, Colorado, Jarrod offers advice on securing a mortgage, choosing the right lender, and understanding the nuances of your tax return as a business owner. He also explores the benefits and challenges of managing the property for personal use, occasional rentals, or as a short-term rental investment. Whether you're considering a beach house, rural getaway, or mountain retreat, this episode provides valuable insights to help you make informed decisions.     -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services offered through Destiny Capital Corporation, an Investment Adviser registered with the U.S. Securities & Exchange Commission.

On this kickoff episode of Season 3 of LANDBACK For the People, Nick Tilsen, NDN Collective's Founder & CEO, welcomes new leadership to NDN Collective, President Wizipan Little Elk In this conversation we unpack the triad of leadership at NDN Collective, examining the origins of Nick, Wizipan, and Vice President Gaby Strong, and how they each came into their roles at the organization. We learn from each of them the makings of impactful Indigenous leadership, the interconnectedness of Indigenous lifeways that make the LANDBACK movement what it is today, and much more.  ✊

On this final episode of season 2, Nick Tilsen talks with Jason Sole to discuss what being an abolitionist means, the origins of FTP, how the LANDBACK movement and Black Liberation are required for our collective liberation, and that Black and Indigenous solidarity is a practice that we need to build within our movements.  ABOUT JASON SOLE: Jason, formerly incarcerated, is an abolitionist. He has been a criminal justice educator for over 12 years and has been a national restorative justice trainer since 2008, In 2019, he received the John Legend “Can't Just Preach” award for his work to abolish prisons. In addition, Jason is the co-founder of the Humanize My Hoodie Movement in which he challenges threat perceptions about Black people through clothing, art exhibitions, documentary screenings, and workshops.  ✊

Show Summary: Luke Smith, CEO and founder of Croud, a digital marketing agency with five global offices, discusses the unique nature of M&A deals. He shares Croud's M&A journey, detailing five acquisitions ranging from small data businesses to larger digital marketing firms. Luke highlights the importance of flexible deal structures and maintaining trust with founders. He advises sellers to value their businesses and time their sales strategically and stresses the significance of cultural fit in successful acquisitions. View the complete show notes for this episode. Want To Learn More?  M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics M&A Negotiating Tactic #1 – Honesty Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.