The Deal Scout: Recent Episodes
Josh Wilson
Unveiling the Entrepreneurial Journey with Mark Rampolla
I’m thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of sitting down with Mark, an inspiring entrepreneur and investor, to delve into his incredible journey. From building and selling Zico Coconut Water to Coca-Cola, to his current ventures with Ground Force Capital, Mark’s story is packed with valuable lessons and insights. Here’s a sneak peek at what we discussed:
Key Takeaways from Mark’s Journey:
The Drive Behind Success**: Mark opens up about his personal history and the deep-seated need for acknowledgment that fueled his entrepreneurial spirit. Growing up as the youngest of six, he often felt overlooked, which drove him to seek recognition through his business endeavors.
Emotional and Psychological Challenges**: Entrepreneurship isn’t just about financial success. Mark shares the emotional toll of making tough decisions, like laying off employees, and the importance of separating self-worth from business outcomes.
Core Psychological Drivers**: Understanding the desire for acknowledgment, the need for security, and the quest for control can help entrepreneurs navigate rejection and failure more effectively.
Therapy and Self-Awareness**: Mark credits therapy for helping him understand his motivations and emotional triggers, allowing him to approach challenges with a clearer mindset.
The Myth of Financial Freedom**: Despite selling Zico for a significant sum, Mark experienced a sense of emptiness. He realized that true freedom and fulfillment come from within, not just financial success.
Transition to Investing**: Mark discusses the challenges of shifting from an optimistic entrepreneurial mindset to a more analytical investment approach, emphasizing the importance of discipline and fundamentals.
Ground Force Capital**: Mark’s current venture focuses on supporting companies that prioritize health and sustainability, particularly in the food system. He believes in aligning passion with purpose and profitability.
Balancing Passion and Detachment**: Mark introduces the concept of "holding it lightly," encouraging entrepreneurs to remain flexible and adapt to market realities without becoming overly fixated on a singular vision.
Connect:
I invite you to connect with Mark on LinkedIn and learn more about Ground Force Capital and Zico.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
I’m thrilled to share the latest episode of "The Deal Scout" with you! This time, I had the pleasure of sitting down with Seth Farbman a successful entrepreneur who has built and sold multiple businesses and now hosts the globally ranked podcast "Startup to Stock Exchange."
Our conversation was packed with insights that are sure to spark your curiosity and provide valuable lessons for anyone in the investment and public company sectors.
Here are the key takeaways from our engaging discussion:
1. Seth's Entrepreneurial Journey
- Background: Seth has a rich history of founding and selling businesses, including vintage filings and V Corp.
- Current Ventures: He now runs V Stock Transfer, a stock transfer agency, and Share Media, a LinkedIn marketing firm.
2. The Power of Authenticity
- Investor Relations: Authentic communication is crucial. Investors want to see CEOs actively engaging with their companies and the market.
- Personal Branding: CEOs should share their journeys on platforms like LinkedIn to build a personal brand and connect with investors.
3. Engaging Presentations
- Investor Conferences: Avoid reading directly from slides. Engage the audience with compelling narratives and insights.
- Creating Excitement: Focus on creating a sense of urgency and excitement about your business.
4. The Role of Transfer Agents
- Critical Functions: Transfer agents manage shareholder records, facilitate stock transfers, and ensure compliance with regulations.
- Reliability: Having a reliable transfer agent is essential for navigating the complexities of being publicly traded.
5. Traits of Successful CEOs
- Problem Solvers: Effective leaders are problem solvers who can articulate their vision clearly.
- Inspiration: They inspire confidence in their teams and investors.
6. Future of V Stock Transfer and Share Media
- Innovation: Seth is committed to innovation and adapting to changes in the capital markets.
- Trends: His firms aim to stay ahead of trends like IPOs, SPACs, and direct listings.
7. Practical Advice for Founders
- Investor Presentations: Understand the IPO process, know your audience, and discuss your business's value proposition effectively.
- Shareholder List: Have a solid shareholder list and be realistic about current investors.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
Capital Raising and Culture in Investment Firms
Featuring Gui Costin, on the topic of capital raising and leadership within investment groups. This episode is packed with valuable lessons and strategies that can transform your approach to investment sales. Here’s a sneak peek of what we covered:
Key Takeaways from the Episode:
Mastering Capital Raising:
Cold Outreach: Guy emphasizes the power of cold outreach and the necessity of a precise and accurate database of potential investors.
Persistence and Storytelling: Learn how persistence and sophisticated storytelling can turn complex investment strategies into compelling narratives that resonate with investors.
The Art of Storytelling in Sales:
Engaging Conversations: Discover why the first two minutes of a meeting are crucial and how addressing key questions upfront can capture an investor’s attention.
Two-Way Dialogue: Guy shares the importance of fostering a two-way conversation, allowing for questions and clarifications to build stronger connections.
Building a Robust Database:
Fundraisers for Fundraisers: Understand the significance of having a database built by fundraisers, ensuring it meets the specific needs of investment sales professionals.
Emotional Resilience in Sales:
Checking the Ego: Guy talks about the emotional challenges of sales and the importance of embracing cold outreach and rejection.
The Importance of Culture:
People-Centric Business: Guy believes that every business is fundamentally about people and that a positive culture can significantly impact performance.
Balancing Work and Family:
Family-First Philosophy: Guy shares his approach to maintaining a healthy work-life balance by prioritizing family events and strategically planning travel.
Face-to-Face vs. Virtual Meetings: Guy’s take on why in-person interactions are invaluable, especially for significant capital raises.
Unique Sales Strategies: How respectful and concise emails can pique curiosity and lead to successful meetings.
Emotional Support for Sales Teams:** The importance of showing appreciation for the hard work of sales teams facing frequent rejection.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
I'm thrilled to share the latest episode of "The Deal Scout" with you! This time, I had the pleasure of diving deep into the world of international investing with Ankit, a seasoned venture capitalist with a unique perspective on blending venture capital (VC) and private equity (PE). Here are some of the key takeaways and intriguing insights from our conversation that you won't want to miss:
Ankit's Journey from Consulting to Venture Capital
Career Transition: Ankit's shift from management consulting to venture capital was driven by his desire to leverage his skills in value creation, financial optimization, and strategic partnerships.
Building a Strong Team: He emphasizes the importance of a diverse team of global operators, policy experts, and specialists to validate deals and ensure strategic alignment.
The Unique Investment Model
VC and PE Blend**: Ankit's fund operates at the intersection of VC and PE, providing a continuum of investment opportunities from pre-Series A to Series B and beyond.
Navigating the VC and PE Landscape
Valuation and Value Creation**: Ankit addresses potential conflicts between VC and PE, ensuring fair and reasonable valuations through a clear transfer pricing mechanism.
Key Investment Criteria
Founders: Coachability and fit within investment criteria are crucial.
Product-Market Fit: Ensuring the product meets market needs effectively.
Unit Economics**: Mastering unit economics is essential for scaling businesses successfully.
Understanding International Markets
Ankit highlights the growth phase in Southeast Asia, particularly India, and the favorable policies attracting foreign investment.
The Intersection of Space, Sustainability, and Healthcare
Innovative Solutions**: Exploring the interconnectedness of these sectors, such as deploying data centers in space to reduce environmental impact and advancing healthcare through space research.
Building a Strong Network
Expertise and Collaboration**: Ankit's team includes experts from NASA, government policy, and sustainability, enhancing their ability to identify and evaluate investment opportunities.
Tune in to this episode of "The Deal Scout" for a deep dive into the intricacies of international investing and gain
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
The Deal Scout Newsletter: Unveiling Innovations in Medical Technology
I’m thrilled to share the latest episode of "The Deal Scout" with you! This week, I had the pleasure of sitting down with Justin, a remarkable guest whose journey from a certified public accountant (CPA) to a key player in the medical device industry is nothing short of inspiring. Here’s a sneak peek into our conversation and the key takeaways that you won’t want to miss.
Key Lessons and Insights:
From Numbers to Innovation**: Justin’s transition from a CPA to raising capital for groundbreaking medical technologies is a testament to the power of adaptability and passion. His story is a reminder that diverse experiences can lead to impactful innovations.
Capital Raising **: Justin’s first foray into capital raising was for a gene-editing project aimed at creating pig kidneys for human transplantation. Despite the fear and uncertainty, he successfully helped secure nearly $70 million, showcasing the importance of commitment and relationship-building in the world of venture capital.
Aligning Interests**: At SynerFuse, Justin emphasizes the importance of aligning shareholder and patient interests. His approach ensures that both groups benefit from the company’s success, working on creating a win-win scenario for all stakeholders.
Innovative Pain Management**: SynerFuse is pioneering new technologies that integrate stimulation with spinal surgeries to address chronic pain. Their innovative approach aims to improve patient outcomes and reduce reliance on opioids, a significant step forward in pain management.
Intellectual Property and Competition**: With over 80 patents filed globally, they believe they are well-positioned to defend its innovations. Justin discusses the competitive landscape and the challenges faced by smaller companies in the medical device sector.
Curiosities and Highlights:
Entrepreneurial Roots**: Justin’s interest in accounting was sparked by his father’s entrepreneurial spirit and a family friend’s advice that becoming a CPA would provide insights into numerous businesses.
Pioneering Gene-Editing Technology**: Justin’s decision to pivot his career and help raise capital for a gene-editing project marked a significant turning point i
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
The Deal Scout Newsletter: Unveiling the Future of Senior Housing
I’m thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with John Hauber, co-host of the "Senior Housing Investors Podcast." We delved deep into the senior housing sector, exploring everything from innovative business models to the role of faith in our professional lives. Here are the key takeaways you won't want to miss:
🚀 Key Lessons and Ideas
The Power of Faith in Business:
John’s journey is a testament to how integrating faith into business can lead to meaningful and fulfilling work. He shares how his faith has guided him through personal and professional challenges, shaping his approach to serving the elderly.
Demographic Trends and Market Potential:
By 2030, all baby boomers will be over 65, making up 20% of the population. This demographic shift presents a massive opportunity for growth in the senior housing market. John estimates a need for around 806,000 new facilities by 2030!
Innovative Senior Housing Models:
John envisions intergenerational communities that combat loneliness and foster mutual support. Imagine a 30-acre community with cottages for single women, 55-plus communities, and assisted living facilities—all designed to create a sense of belonging.
Technological Advancements:
The future of senior housing includes humanoid robots that assist caregivers, allowing them to focus on emotional and relational care. This innovation not only improves the quality of care but also enriches the caregiver’s experience.
John’s inspiring journey from overcoming personal challenges to building a successful, faith-centered business is a must-listen. Whether you’re a seasoned investor or just starting out, this conversation will leave you with a fresh perspective on the potential of the senior housing market.
P.S. If you haven’t already, make sure to subscribe to "The Deal Scout" on your favorite podcast platform to stay updated with our latest episodes.
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
I’m thrilled to share some incredible insights from our latest episode featuring Ron Diamond,on the topic of family offices and private deals. This conversation was packed with wisdom, and I’m excited to give you a sneak peek into the key takeaways.
Key Lessons and Ideas:
Family Offices vs. Private Equity:
Long-Term Vision: Family offices are disrupting traditional private equity by adopting a long-term investment strategy, holding investments for decades and fostering stability.
Challenges in Execution: Many family offices struggle with infrastructure and expertise, often viewing hiring as a cost rather than an investment.
Choosing the Right Partners:
Integrity Over Credentials: Ron emphasizes the importance of character and trustworthiness over mere credentials. He looks for partners who demonstrate integrity, especially in challenging situations.
The Giving Mindset:
Altruism in Business: Ron advocates for a giving mindset, suggesting that genuine connections and collaboration are more valuable than immediate financial gain.
Philanthropy and Business:
Entrepreneurial Philanthropy: Family offices can drive significant societal change by adopting an entrepreneurial approach to philanthropy, addressing issues that governments and corporations often overlook.
Generational Shifts in Values:
Impact Investing: Younger generations are increasingly focused on ethical investments, aligning their financial decisions with their values, which is reshaping the family office landscape.
Mindset and Ego:
Humility in Success: Ron discusses the importance of humility and the willingness to surround oneself with knowledgeable individuals, avoiding the pitfalls of ego.
Defining a North Star:
Guiding Principles: Ron emphasizes the need for a guiding principle that balances profit with social impact, creating a legacy that extends beyond financial success.
Exit Strategies and Legacy:
Holistic Approach: Ron encourages a holistic approach to investing, considering both financial returns and the broader implications of financial decisions.
Vulnerability as Strength:** Embracing vulnerability can lead to deeper connections and personal growth, a concept Ron passionately supports.
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
I'm thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of chatting with Anmol about the the world of trading. We dove deep into the psychological aspects of trading, and I can't wait for you to hear it. Here are some key takeaways from our conversation:
Key Lessons and Insights:
The Power of a Trading Plan:
Anmol emphasizes the necessity of a well-structured trading plan.
A solid plan acts as your roadmap, helping you stay focused and disciplined.
Emotional Mastery in Trading:
We discussed the emotional rollercoaster that comes with trading.
Anmol shared techniques to maintain emotional stability and avoid impulsive decisions.
Technical Analysis Essentials:
Anmol breaks down the importance of technical analysis.
Managing Trades and Controlling Losses:
Discover Anmol’s strategies for setting stop-loss orders and managing risk.
Understand the importance of knowing when to cut losses and move on.
Avoiding Common Pitfalls:
We talked about the traps many traders fall into, like overtrading and deviating from their plans.
Curiosities and Thought-Provoking Ideas:
Psychology Over Strategy: Anmol believes that psychology plays a crucial role in trading success.
Market Stages: Learn about the four market stages—sideways movement, uptrend, consolidation, and downtrend—and how to navigate them.
Impact of Wins and Losses**: Which affects traders more, big wins or losses? Anmol’s insights might surprise you.
P.S. Don't forget to subscribe to our newsletter for more insights and updates on upcoming episodes!
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
Mr. Acers, recognized as a "CEO Visionary" by LA Times B2B Publishing, draws on his 20+ years of experience in investment banking, acquisition, and strategy experience advising middle market companies on transaction execution and strategy.
Prior to founding Objective, Investment Banking & Valuation, he served as a Director at TGG Capital, leading the firm’s financial and strategy consulting operations. He was also Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners.
He holds an MBA from the UCLA Anderson School of Management, FINRA Series 79 and Series 63 licenses, and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
Additional Links:
https://www.objectiveibv.com/resources/team/trever-acers/
https://www.linkedin.com/in/treveracers/
https://youtu.be/NH7BKWHGTuQ?si=UId0AHKFai5v1_FK
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
- Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
The Road Ahead: What My Series 79 Certification Means for "The Deal Scout"Hey Deal Scouts,
I’m thrilled to share some exciting news with you all! 🎉 I’ve recently passed the Series 79 FINRA investment banking representative exam, officially marking my entry into the world of investment banking. This milestone is a game-changer for me, and I can’t wait to bring you along on this journey.
Here’s a sneak peek into what’s coming up on "The Deal Scout" and some key takeaways from my latest episode:
Key Lessons and Insights:
New Horizons in Investment Banking**: With my new credentials, We are now equipped to assist clients with IPOs, SPACs, M&A, bridge financing, and PIPEs. This opens up a whole new realm of opportunities for us to explore together.
Focus on Family Offices and Private Equity**: My primary focus will be on working with family offices, private equity groups, hedge funds, and venture capital firms. These are the powerhouses of the deal-making world, and I’m excited to dive deep into their strategies and insights.
Future of The Deal Scout**: Expect more interviews with top dealmakers and industry professionals. We’ll be unpacking the nitty-gritty of investment banking and deal-making processes, providing you with tactical, actionable information.
Transparency and Compliance**: As I step into this new role, I’m committed to maintaining transparency and compliance. Disclosures and disclaimers will be a staple, ensuring you have the right information to make informed decisions.
Christian Business and Investing**: My faith is a cornerstone of my life and work. I’m dedicated to creating content that aligns with Christian values, focusing on ethical and impactful investing.
Curiosities to Spark Your Interest:
What’s it like to pass the Series 79 exam? I’ll share my personal journey and the challenges I faced along the way.
Behind the Scenes of IPOs and SPACs: Get an insider’s look at the processes and requirements involved in these complex financial transactions.
Interviews with Industry Titans: Hear from the best in the business as they share their experiences and strategies for success.
The Role of Disclaimers in Finance: Why are they so important, and how do they protect you?
Join the Conversation:
I’m eager to hear from you! Whether you have questions about potential deals, want to be a guest on the show, or just want to chat, feel free to reach out. Your support means the world to me, and I’m grateful for our growing community.
Stay tuned for more exciting content, and thank you for being part of this journey. Let’s make some deals!
Warm regards,
Josh Wilson
Host of The Deal Scout
P.S. Don’t forget to check out our YouTube channel for more valuable content and updates! 🚀
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Next Steps
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This week, I had the pleasure of sitting down with Edward Fernandez, a fellow podcaster and entrepreneur from Southern California, who has an incredible story to tell. Here are the key takeaways and intriguing insights from our conversation that you won’t want to miss:
Key Lessons and Ideas:
- Purpose-Driven Business: We dive deep into the significance of mission, purpose, and values in business. Edward’s journey with 1031 Crowdfunding is a testament to how a strong sense of purpose can drive success.
- Starting with Faith and $60,000: Edward started his business with just $60,000 from investors, secured on a handshake. He shares the challenges of financial uncertainty and how he navigated those early days with faith and determination.
- Faith as a Business Foundation: A pivotal moment in Edward’s journey was a seven-day fast that provided him with clarity and direction for his business. He emphasizes that his faith, not his bank account, is his true source of strength.
- Money as a Tool: We discuss common misconceptions about wealth, particularly in the Christian community. Edward clarifies that money itself is not evil; it’s a tool that can be used for good when understood and managed wisely.
- 1031 Exchange Explained: Edward breaks down the mechanics of a 1031 exchange, a tax-deferral strategy for real estate investors. He uses the analogy of surfing to explain how investors can "ride the wave" of tax deferral by reinvesting in real estate.
- Operational Insights: Learn about the inner workings of 1031 Crowdfunding, described as a "shopping mall" for real estate investments. With a team of 51 employees, the company offers comprehensive support across various asset classes.
- Overcoming Property Management Hassles: Edward reassures investors that 1031 Crowdfunding allows them to avoid the headaches of traditional property management, focusing instead on passive income and long-term growth.
Curiosities and Personal Touches:
- Journaling Miracles: Edward keeps journals documenting the miracles and blessings he has experienced, which serve as reminders during challenging times.
- Family Leadership: One of his most strategic hires was his wife, who now serves as the CEO. Her empathetic leadership has been instrumental in the company’s remarkable growth.
- Faith and Fear: We explore the nature of faith and fear, recognizing that both require belief in the unseen. Edward encourages us to choose where we place our faith.
Call to Action:
I invite you to listen to this inspiring episode and connect with Edward. Explore the resources available through 1031 Crowdfunding and his podcast, "The Ed Fernandez Show." Let’s continue to build a community of purpose-driven entrepreneurs who support and learn from each other.
Thank you for being part of "The Deal Scout" community. Your journey matters, and I’m here to support you every step of the way.
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Next Steps
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I’m thrilled to share some exciting insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with Matt Bodnar, a seasoned expert in private equity and small business acquisitions. We delved into the often misunderstood world of private equity, the concept of Entrepreneurship Through Acquisition (ETA), and the unique opportunities that lie ahead. Here are the key takeaways:
1. Demystifying Private Equity
- Negative Perceptions: We tackled the common misconceptions about private equity, often seen as ruthless and profit-driven. Matt shared how his approach focuses on long-term growth and sustainability, rather than quick flips.
- Positive Impact: Contrary to popular belief, private equity can create significant value, especially when it prioritizes building relationships and fostering growth.
2. The Baby Boomer Business Transition
- Statistical Insights: With around 70 million baby boomers retiring, approximately 8 million businesses will need new ownership in the next 20 years. This presents a golden opportunity for aspiring entrepreneurs.
- Market Dynamics: The current annual M&A transaction volume is about 30,000, indicating a significant increase in available businesses for acquisition.
3. Entrepreneurship Through Acquisition (ETA)
- Advantages Over Startups: Matt argues that buying an existing business is often smarter than starting from scratch. Established businesses come with a proven track record, existing customers, and operational history, reducing risks.
- Financial Leverage: Programs like the SBA allow entrepreneurs to acquire businesses with significant financing. For instance, a $300,000 investment could potentially buy a $3 million company generating substantial profits.
4. Operational Efficiencies and Growth Potential
- Under-Optimized Businesses: Many baby boomer-owned companies operate with outdated practices. Simple changes, like digital marketing and operational efficiencies, can significantly increase their value.
- Personal Anecdotes: Matt shared stories from his own acquisitions, highlighting how modernizing operations can lead to substantial growth.
5. The Emotional Journey of Business Ownership
- Challenges and Rewards: Matt candidly discussed the emotional toll of tough decisions, like layoffs and failed deals. He emphasized the importance of a strong support system and continuous learning.
- Resilience and Motivation: Maintaining motivation and resilience is crucial. Matt’s journey underscores the importance of self-reflection and staying grounded.
6. The Path Forward
- Future of Private Equity and ETA: Matt is optimistic about the potential for positive change in the industry. He encourages aspiring entrepreneurs to consider ETA as a viable path, especially with the upcoming wave of business transitions.
- Networking and Community: We wrapped up by highlighting the importance of networking within the deal-making community. Connecting with industry experts and peers can provide valuable insights
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I’m thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of sitting down with Cliff Locks, a seasoned expert in private equity and business. Our conversation was packed with valuable lessons and intriguing ideas that I’m sure you’ll find both enlightening and actionable.
Here are the key takeaways:
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The Power of Cash Flow
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Why It Matters: Cash flow is the lifeblood of any business. Cliff emphasizes that understanding and managing cash flow is crucial for sustaining operations and fueling growth.
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Actionable Insight: Prioritize cash flow management to ensure you can meet payroll, pay bills on time, and invest in growth opportunities.
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Strategic Business Planning
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Importance: A well-defined business plan guides decision-making and helps identify potential challenges and opportunities.
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Pro Tip: Take the time to write down your goals. Cliff shares that only 3% of people have their goals written down, yet this practice is a critical step toward achieving success.
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Mentorship and Knowledge Sharing
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Responsibility: Successful individuals have a duty to mentor the next generation. Cliff believes that by sharing knowledge and resources, we can cultivate future business leaders.
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Get Involved: Consider offering internships or mentorship opportunities to young professionals in your network.
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Building and Selling Companies
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Experience: Cliff has built and sold three companies, with the last one being sold to a Fortune 500 company.
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Key Insight: Understanding future cash flow is essential for buyers. Trust and transparency in business dealings are crucial for achieving higher multiples during sales.
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The Role of Technology and AI
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Future Outlook: Cliff discusses the potential impact of generative AI on businesses, enhancing productivity and allowing team members to focus on higher-value tasks.
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Stay Ahead: Keep an eye on technological advancements and consider how they can be integrated into your business strategy.
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Family Dynamics and Wealth Transfer
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Challenge: Wealth often diminishes across generations. Cliff shares that 60% of wealth is gone by the second generation and 90% by the third.
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Solution: Spend quality time with your children, teaching them the value of entrepreneurship and hard work. Involve them in investment opportunities to impart practical financial knowledge.
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Personal Responsibility and Self-Empowerment
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Philosophy: Success is not accidental but the result of careful planning and execution. Happiness comes from within, and we have the power to shape our futures.
- Take Charge: Set clear goals and work diligently towards them. Empower yourself to take control of your life and business.
I hope these insights spark your curiosity and inspire you to tune into the full episode. Cliff’s extensive experience and practical advice make this a must-listen for anyone navigating the complexiti
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I’m thrilled to share some exciting insights from our latest podcast episode featuring Jed, the mastermind behind Angel School VC. If you’re passionate about venture investing or curious about the world of syndicates, this episode is a must-listen. Here’s a sneak peek into the key takeaways and intriguing ideas we discussed:
Key Lessons and Ideas:
- Venture Syndication Demystified: Jed breaks down the concept of venture syndication, explaining how it bridges the gap between startups seeking capital and investors hunting for deal flow. Think of syndicates as the matchmakers of the venture world!
- The Power of Larger Checks: Discover how syndicates can write substantial checks, starting at $100,000 and scaling up to million-dollar investments. This approach opens doors to a broader range of opportunities for both startups and investors.
- Serving the Investor Community: Learn how syndicates cater to business angels, high net worth individuals, and family offices, providing them with the expertise and resources they might lack. Syndicates offer due diligence and curated deal flow, making them invaluable intermediaries.
- Overcoming Syndicate Challenges: Jed shares the common pitfalls in syndicate execution, such as building investor networks and managing the syndication process. He reveals his journey of creating a scalable and efficient syndicate, leading to 100% inbound acquisition of limited partners (LPs).
- Angel School VC’s Mission: Get inspired by Jed’s venture, Angel School VC, which aims to empower angel investors to become super angels and lead their own syndicates. The global community of investors they’ve attracted is a testament to their success.
- Systematic Approach to Syndication: Jed emphasizes the importance of a systematic approach, including scripts, FAQ lists for resistance handling, and comprehensive marketing strategies. He even offers a free syndicate e-book on the Angel School VC website for those eager to dive deeper.
Curiosities to Spark Your Interest:
- Jed’s Unique Workflow: Discover the innovative workflow, automations, and systems Jed developed to scale his syndicate effectively.
- Global Community: Be amazed by the global network of investors that Angel School VC has built, fostering a collaborative and supportive environment for venture enthusiasts.
- Free Resources: Don’t miss out on the free syndicate e-book available on the Angel School VC website, packed with valuable insights and practical tips for building your own syndicate.
Call to Action:
Ready to dive into the world of venture syndication? Tune in to our latest episode with Jed and explore the fascinating dynamics of syndicates. Visit Angel School VC for more information and resources to kickstart your journey in angel investing and syndicate building.
Stay curious and keep scouting those deals!
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I’m thrilled to share some incredible insights from our latest podcast episode with Nicholas Capone, a film finance expert and executive producer at Mixed Slate Productions. If you’ve ever been curious about the world of film finance and investing in movies, this episode is a must-listen!
Here are the key takeaways and intriguing points we covered:
🎥 The World of Film Finance:
- Complex and Exclusive: Film finance is a niche field with only about 100,000 executive producers worldwide.
- Independent Films: These are made outside the major studio system but can still be distributed by big studios.
💡 Investment Insights:
- Not as Risky as You Think: Nicholas compares investing in films to investing in a restaurant, emphasizing the importance of the track record of the people involved.
- Types of Investments:
- Development Investment: Similar to pre-seed money in business, ranging from $30,000 to $50,000. It’s considered safer.
- Budget Investment: Involves creating a budget and schedule, securing a casting director, and consulting with distribution companies.
📈 Maximizing Returns:
- Tax Incentives: Learn about the tax benefits available for film investments.
- Film Markets and Festivals: Discover how these platforms help secure pre-sales for films.
🌐 Get Involved:
- Mixed Slate Productions: Visit their website for more information on different types of film investments.
- Connect with Nicholas: Reach out to him on LinkedIn for further inquiries and opportunities.
I encourage you to dive into this episode to uncover the fascinating world of film finance. Whether you’re an investor looking for new opportunities or just curious about how movies get made, this conversation is packed with valuable insights.
As always, I’d love to hear your thoughts and connect with you. If you have any questions or want to be featured on the show, don’t hesitate to reach out!
Check this interview out on YouTube: https://youtu.be/4bKfmLO9h-c
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I’m thrilled to share the latest episode of "The Deal Scout" with you! This week, I had an incredible conversation with my good friend Guy, who has been navigating the venture capital world for an impressive 35 years. Trust me, you don’t want to miss the insights he shared!
Here are some of the key takeaways from our chat:
- Networking is Key: Guy emphasizes the power of networking and how crucial it is to get introductions to VCs through service providers, ex-entrepreneurs, and other connections. It’s all about who you know!
- Be Prepared: When pitching to VCs, being well-prepared and knowledgeable about your industry can make all the difference. Guy shares some golden tips on how to stand out.
- Insider Tips: From understanding the VC mindset to crafting the perfect pitch, Guy’s advice is invaluable for any entrepreneur looking to make a mark.
- Resource Alert: Guy mentions his website, askguy.com, as a treasure trove of information for those eager to dive deeper into the world of venture capital.
This episode is packed with practical advice and insider knowledge that can help you navigate the complex world of venture capital. Whether you’re an aspiring entrepreneur or a seasoned pro, there’s something in it for you.
Tune in now and let’s unlock the secrets of venture capital together!
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I’m thrilled to share some exciting insights from our latest podcast episode with Bob King, the brilliant author of "The Joy of Closing: The Definitive Guide to Building Trust, Getting the Deal, and Creating Happy Customers." Bob joined me to dive deep into the art of closing deals and building lasting customer relationships. Here are some key takeaways that you won't want to miss:
Key Lessons and Ideas:
- Mindset of a Closer: Bob emphasizes the importance of adopting a closer's mindset before any presentation or meeting. Believe that moving forward is the best for everyone involved.
- Customer-Centric Approach: Putting the customer's needs first is crucial. Focus on helping them make an intuitive decision rather than just pushing for a yes.
- Effective Presentations: Learn how to craft a structured pitch that takes your customer on an emotional journey, making your presentation more impactful.
- The Power of Silence: After presenting the price, stop talking. This golden rule can significantly influence the outcome of your deal.
- Handling Objections: Bob shares strategies for working with customer resistance and effectively addressing objections to close the deal.
- Creating Intimacy: Building a genuine connection with your customer helps you understand and meet their needs better.
Curiosities:
- Bob’s unique approach to closing deals involves creating an emotional journey for the customer. Intrigued? You should be!
- Ever wondered how to handle that awkward silence after you state your price? Bob’s got some fascinating insights on this.
Connect and Learn More:
Bob invites you to connect with him at joyofclosing.com and offers coaching for those purchasing multiple copies of his book on Amazon. Plus, I encourage you to reach out and submit your deals for discussion on the show!
Tune in to this episode to transform your approach to closing deals and building trust with your customers. Trust me, you don’t want to miss it!
Stay curious and keep scouting those deals!
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I’m thrilled to share some exciting insights from our latest podcast episode where I had an enlightening conversation with my good friend Peter about microcap IPOs. If you’ve ever wondered about taking your company public but thought it was only for unicorns, this episode is for you!
Here are the key takeaways and intriguing points we covered:
1. Debunking the Unicorn Myth
- Microcap IPOs Defined: Peter explains that you don’t need to be a billion-dollar tech giant to go public. A microcap IPO is for companies with a market cap between $50 million and $300 million.
- Market Cap Basics: Learn how to calculate your market cap (number of shares x current stock price) and see if your company qualifies.
2. Valuation Insights
- Private Company Valuation: Discover how to determine your company’s worth without spending a fortune on third-party experts. Peter shares straightforward methods like discounted cash flow models.
- Mark to Market: Understand the concept of mark to market and how it applies to private companies.
3. Preparing for an IPO
- The Journey: Peter walks us through the 12-24 month preparation process for an IPO, emphasizing the importance of early planning and commitment.
- Building Your Team: From forming your advisory team to getting your financials in order, Peter outlines the critical steps to get IPO-ready.
4. Practical Steps and Resources
- Financial Audits: Why getting your books audited is crucial and how to start this process.
- Legal and Investment Banking: The role of legal and investment banking in your IPO journey and how Peter’s team can assist.
5. Connect with Peter
- Get the Book: Peter’s book, "The Entrepreneur’s IPO," is a treasure trove of information for anyone considering this path. Available on Amazon!
- Reach Out: Connect with Peter on LinkedIn or visit his company’s website, exchangelistingllc.com, for more insights and guidance.
Why Listen?
This episode is packed with actionable advice and demystifies the IPO process for smaller companies. Whether you’re an entrepreneur looking to scale or just curious about the IPO landscape, this conversation is a goldmine of information.
As always, I’d love to hear your thoughts and questions. If you have a deal you’d like to discuss on the show, head over to thedealscout.com and fill out a quick form. Who knows, you might be our next guest!
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I’m thrilled to share some exciting insights from our latest podcast episode where I had an enlightening conversation with Greg about the fascinating world of advisory boards and governing boards. Here’s a sneak peek into what we discussed:
🔍 Key Takeaways:
- Understanding the Hierarchy:
- Governing Boards: Operating at a high altitude (think 50,000 or 100,000 feet), these boards focus on strategy, risk management, and governance. They have fiduciary responsibilities and ensure the company’s vision and mission are on track.
- Advisory Boards: More grounded (down to the five-foot level), these boards provide tactical support, offering diverse perspectives and assisting with specific projects or market expansions.
- Roles and Responsibilities:
- Governing Boards: Not involved in daily operations but provide crucial feedback on the company’s direction and ensure financial and regulatory compliance.
- Advisory Boards: Act as brand ambassadors, communicating and questioning to ensure the company’s plan is followed, leveraging their expertise to help achieve goals.
- Qualifications and Expectations:
- Advisory board members should be high performers with a genuine interest in helping others and contributing to the company’s success.
- Clear expectations and alignment with the company’s objectives are crucial for effective involvement.
💡 Why Tune In?
- Discover the distinct contributions of advisory and governing boards.
- Learn how these boards can propel your company’s strategic and tactical decision-making.
- Get inspired by Greg’s insights on leveraging board expertise for business growth.
📬 Stay Connected: We’d love to hear your thoughts and questions about advisory and governing boards! Feel free to reach out and connect with us.
🎧 Ready to Dive Deeper? Don’t miss out on this episode! Tune in now and enrich your understanding of how these boards can make a significant impact on your business.
Thank you for being part of our podcast community. Your support means the world to us!
Check out the full episode on YouTube: https://youtu.be/xfyGesURbc8
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Hey there, Dealmakers!
It's your host, Josh, from "The Deal Scout," and I'm thrilled to share with you a sneak peek of our latest episode that's sure to ignite your entrepreneurial spirit!
🎉 Celebrating Journeys and Milestones 🎉 On this special day, not only do we celebrate the birthday of my incredible guest, Alexander Theofilis, but we also toast to our podcast hitting a whopping 55,000 views! 🥳
🚀 A Teen Prodigy in Mergers & Acquisitions 🚀 Imagine diving into the complex world of mergers and acquisitions at just 15! Alexander did just that, and he's here to unravel his extraordinary path. From a lightbulb moment to shadowing a massive $50+ million transaction, his story is nothing short of inspiring.
🧠 Lessons from the Fast Lane 🧠 Alexander shares three crucial insights from his rapid rise in the industry:
- Innovative transactional structuring can be a game-changer.
- The devil is in the due diligence details.
- A deal isn't done until the cash hits the bank.
👔 Style & Substance 👔 Dressing sharp like his mentor, Mr. Dan Pena, Alexander embodies the essence of professionalism and poise.
🔮 Looking Ahead 🔮 At 19, Alexander is just getting started. With a passion for consolidating industries and a mission to learn and add value, his future is as bright as they come.
🔗 Connect & Conquer 🔗 Want to reach out to Alexander? Find him on LinkedIn and join his journey of transformation and success.
Don't miss out on this riveting 7-minute story that packs a punch! Tune in to "The Deal Scout" and get ready to be amazed by Alexander's achievements and insights.
Until next time, keep scouting for those deals, and who knows, maybe you'll be sharing your story on our show next!
Cheers, Josh
P.S. Craving more? Listen to the full episode and let Alexander's journey fuel your own ambitions. 🎧✨
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Hey there, fellow investors and curious minds!
It's your host, Josh, reaching out with some eye-opening insights from our latest podcast episode. If you've ever considered dipping your toes into the oil and gas investment pool, you'll want to lean in for this one.
🛢️ The Slippery Slope of Oil & Gas Investments
In our recent chat, I sat down with Jay, a Texan maestro of the oil and gas industry, to unravel the knotty world of energy investments. Here's a sneak peek at the wisdom he shared:
- The 90% Pitfall: Jay dropped a bombshell on us – a staggering 90% of oil and gas investors end up losing their money. But why? We dove deep into the reasons behind this alarming statistic.
- Beware the Telephone Deal: Ever had a slick sales pitch over the phone promising you goldmines? Jay warns us to do our homework before signing on the dotted line. Trust is key, and due diligence is your best friend.
- Tax Benefits: A Double-Edged Sword: While tax incentives can be appealing, Jay cautions against letting them be your guiding star. It's the investment's fundamentals that should light your way.
- The Devil's in the Deal's Details: Some deals are dressed up to impress, with inflated drilling costs that can leave investors in a financial sinkhole. Jay advises a closer look at the numbers to ensure your investment doesn't drill a hole in your pocket.
- Scams and Scoundrels: The oil and gas landscape can be a minefield of scams. Jay's advice? Keep your eyes peeled and your wits about you to avoid falling prey to false promises.
- Question Everything: From capital allocation to commission fees, Jay urges investors to ask the hard questions. It's your money, after all, and you deserve transparency.
🤝 Aligning Interests for Investment Success
In our heart-to-heart, we underscored the importance of having investors and promoters on the same page. When general partners have skin in the game, everyone's aiming for the same goal: success.
📚 A Must-Read for Aspiring Investors
Jay's not just a voice of experience; he's also an author. His book, "The Upside of Oil and Gas Investing," is your gateway to deeper knowledge, featuring insights from industry heavyweights like David Muir.
🎙️ Join the Conversation
Our podcast isn't just a one-way street. I'm inviting you to engage with our guests, explore their books, and even bring your potential deals to the table. Let's create a community of informed and savvy investors.
So, are you ready to navigate the twists and turns of oil and gas investing with confidence? Tune in to our latest episode for the full scoop. Your investment journey might just take a turn for the better.
Stay curious and invest wisely,
Josh
P.S. Don't forget to check out Jay's book for an even deeper dive into the world of oil and gas investments. Happy investing!
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Hey there, fellow dealmakers!
It's your host, Josh, from The Deal Scout podcast, and I've got some exciting news to share in our latest newsletter. I recently sat down with the incredible Ewell, a mastermind in the franchising world and a fellow podcast aficionado. We dove deep into the franchise universe, and trust me, this is an episode you won't want to miss!
🚀 Franchising Demystified: Ever thought franchising was just about flipping burgers? Think again! Ewell and I busted some of the biggest myths and showed that there's a whole world of opportunities out there.
📘 Expert Guidance at Your Fingertips: Ewell, the author of "Your First Franchise Roadmap," shared golden nuggets of wisdom for all you first-timers eager to make your mark in the franchising industry.
🌐 Beyond the Bun: We explored the vast landscape of franchise options that go way beyond the food industry. Get ready to have your mind expanded and your entrepreneurial spirit ignited!
🔍 Find Your Franchise Fit: Curious about where to grab a copy of Ewell's book or tune into his podcast? We've got all the details you need to continue your franchising journey.
I'm thrilled to bring you this conversation packed with insights, ideas, and a few surprises along the way. So, if you're ready to explore the franchising frontier, make sure to tune into this latest episode of The Deal Scout podcast. Your adventure awaits!
Stay curious and keep scouting for those deals, Josh
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Hey Guys,
Josh here, and I've just wrapped up a fascinating conversation with Daniel, a wizard in the world of business acquisitions and growth strategies. I'm thrilled to share some golden nuggets from our latest podcast episode that I believe could revolutionize the way you think about scaling or exiting your business.
🔍 The Art of Leveraged Buyouts We dove deep into the concept of leveraged buyouts, a strategy that's not new but remains incredibly potent. Imagine acquiring a business using its own assets or a mix of debt and equity. Sounds intriguing, right? Daniel broke down how this approach aims to enhance business administration, ramp up sales functions, and merge complementary businesses to boost organic sales and cash flow.
🚀 Overcoming Growth Hurdles Many business owners excel at their craft but hit a wall when it comes to business administration and growth. We discussed the common challenges you might face and how to navigate them. If you're looking to scale up or prepare for a smooth exit, this part of our chat is a must-listen.
📈 Maximizing Your Business Valuation Let's talk numbers. Valuation can be a sticky issue, but it's all about driving more money to cash flow. Daniel shared his insights on how to increase your business's valuation by focusing on a bigger bottom line, even if it means paying a bit more in taxes. It's all about the end game, and we've got the playbook.
🤝 Preparing for a Successful Exit Are you considering selling your business but unsure about the exit process? Daniel emphasized the importance of educating owners on how to ensure the continuity of their business and the well-being of their employees. Plus, he's got an upcoming talk on this very topic at a summit that you won't want to miss.
🔗 Connect with the Expert If you're eager to explore potential deals or learn more about getting your business sale-ready, Daniel's your guy. He's shared his contact details, including his website and LinkedIn profile, so you can reach out directly.
This episode is packed with actionable advice and insights that could be the key to unlocking your business's full potential. Whether you're looking to grow, scale, or exit, you'll find valuable strategies to help you achieve your goals.
Don't miss out on this treasure trove of knowledge. Tune in to the latest episode and let's take your business to new heights together!
To your success,
Josh
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Dear Esteemed Colleagues,
I hope this message finds you thriving in your ventures. As the host of the Deal Scout Seven Minute Series, I had the pleasure of engaging in a thought-provoking conversation with Mr. Kip, an expert in leadership and talent acquisition. Our discussion unveiled invaluable insights that I am eager to share with you in this exclusive newsletter.
Attracting High-Performance Leaders We explored the art of attracting the crème de la crème to leadership roles within our organizations. It's not just about offering a job; it's about presenting a career-defining opportunity that challenges and elevates their expertise. Remember, true A-players seek more than a paycheck; they chase the thrill of a challenge and the chance to scale new professional heights.
More Than Money The common misconception that top talent can be won over by salary alone was debunked. Aspirational challenges, a compelling company narrative, and a culture that resonates with their values are what set the stage for attracting these individuals. They are driven by the potential to make a significant impact and to share in the success they help to forge.
Engaging Board Members For seasoned professionals who have reached the pinnacle of their careers, the allure lies in mentorship and impact. Opportunities to guide an executive team and amplify their business success are what captivate these experienced minds.
Motivating the CMO In the realm of marketing, the digital landscape offers boundless opportunities. A Chief Marketing Officer is galvanized by the prospect of leveraging digital marketing and social media to craft and disseminate a business's story in innovative and impactful ways.
The Ultimate Recruitment Challenge Identifying the ideal CEO stands as the most intricate and time-intensive search, given the complexity and critical nature of the role. It requires a nuanced approach and a deep understanding of the multifaceted demands of leadership.
For those of you seeking to elevate your organization with top-tier C-suite and board talent, Mr. Kip's firm, kipsearch.com, is your gateway to exceptional candidates.
In closing, I invite you to indulge in the full conversation on the latest episode of the Deal Scout Seven Minute Series. Gain further insights and connect with Mr. Kip—details are available in the show notes.
Let's continue to make strategic moves and secure the best talent that will propel our investments to unprecedented success.
Warm regards,
Josh Host of The Deal Scout
Connect with Kip - https://www.kipsearch.com/
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As the host of "The Deal Scout" podcast, I'm thrilled to share with you the insights from our latest episode featuring the astute Dan French from ATX Acquisitions. If you're looking to sharpen your real estate investment strategies, this is one conversation you won't want to miss.
🏠 Market Timing: Seller or Buyer? Dan and I dive deep into the art of timing in the real estate market. Learn why ATX Acquisitions chose to become net sellers in 2019 and how market saturation influenced their decision. This episode will equip you with the knowledge to discern when to hold back and when to strike in the ever-evolving real estate landscape.
💡 Investment Discipline: A Cautionary Tale Hear firsthand about the pitfalls to avoid and the disciplined approach that is crucial for long-term success. Dan's reflections on past investment errors will guide you in making more informed decisions, focusing on intrinsic value and replacement cost.
💰 Cash Flow Management: The Key to Stability Discover the importance of durable cash flows and effective cash management, especially amidst market fluctuations. Dan's expertise will help you understand how to maintain stability in a dynamic economic climate.
📈 Federal Reserve & Market Opportunities We also touch on the significant impact of the Federal Reserve's actions on asset owners. This discussion will reveal the potential opportunities that market shifts can create for savvy investors like you.
🛡️ The Ideal Deal: Protect Your Investment Dan shares his criteria for the perfect deal, emphasizing downside protection, supply dynamics, and strong market fundamentals. Plus, don't miss his exclusive value-add tip for potential investors!
🤝 Connect with the Experts Interested in learning more? Dan invites you to reach out to ATX Acquisitions for a deeper conversation. And for those eager to join the dialogue, we're always looking for guests to share their experiences on "The Deal Scout."
Tune in to this enlightening episode and arm yourself with the strategies to navigate the real estate market with confidence. Your next investment decision deserves the insights that Dan and I discuss, so why wait?
To your success, Josh
P.S. Don't forget to subscribe to "The Deal Scout" for more insider knowledge on real estate investing. Let's connect and explore the possibilities together!
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It's your host, Josh, from "The Deal Scout" podcast, and I've got some golden nuggets to share with you in our latest episode that you won't want to miss. If you've ever struggled with crafting that perfect pitch deck or wondered how to capture an investor's attention, this newsletter is your treasure map!
🎤 Meet the Pitch Deck Whisperer In our recent episode, I had the pleasure of chatting with the incredible Donna Griffith. She's not just an expert; she's a maestro when it comes to creating investor decks that make startups shine. Trust me, her insights are like a lighthouse guiding ships through foggy nights.
📖 Storytelling: Your Secret Weapon Donna dives into the art of storytelling, and let me tell you, it's more than just a buzzword. She explains why your startup's origin story isn't just fluff—it's the heart that pumps life into your pitch. Get this right, and you're not just sharing an idea; you're inviting investors on an epic journey.
🔍 The User Journey Demo: Show, Don't Tell Ever heard the phrase "show, don't tell"? Donna nails this on the head. She advises against bombarding investors with your solution upfront. Instead, take them on a user journey demo. Let them see your product in action, solving real problems, delivering real results.
💼 Act Three: The Business Climax When it's time to talk business, Donna's "act three" is where you shine a spotlight on your startup's financial narrative. How will you make money? How will you grow and scale? And what's your vision for the future? This is where you set the stage for a standing ovation.
💡 Avoiding the Pitfalls Donna also warns about the common traps founders fall into. Too technical? You'll lose your audience. Lacking clarity? You'll breed confusion. Failing to stand out? You'll be forgotten. She teaches you how to sidestep these pitfalls with grace and confidence.
🚀 Trends and Opportunities: Timing is Everything Incorporating trends and seizing opportunities can make your pitch deck not just good, but timely and irresistible. Donna shows you how to position your startup as a now-or-never opportunity for investors.
📚 Sticking to My Story: A Must-Read And if you're hungry for more, Donna's book, "Sticking to My Story: The Alchemy of Storytelling for Startups," is your go-to guide. It's packed with wisdom for refining your storytelling chops and creating pitch decks that pack a punch.
So, are you ready to transform your pitch deck from a mere presentation to a compelling narrative that investors can't resist? Tune in to our latest episode and let Donna Griffith guide you through the alchemy of storytelling for startups.
Remember, your story is your strength, and your pitch deck is your stage. It's showtime!
To your success, Josh 🚀
P.S. Don't forget to hit reply if you've got questions or need a wingman on your deal-making journey. I'm here for you!
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What is D&O Insurance?
Essentially it is Insurance for Directors and Officers...
Dive into this episode to learn the ins and outs of it in this 7 minute deal chat
I am your host from "The Deal Scout," and I am pleased to share with you some insights that are imperative for anyone holding an executive or board-level position. In our most recent discussion, we explored the intricacies of Directors and Officers (D&O) insurance with the expert guidance of Chaz, revealing its critical role in corporate risk management.
Here is a brief overview of the key points addressed:
🛡️ Essential Protection for Personal Assets: D&O insurance is not merely an additional policy; it is an essential safeguard for your personal assets against the potential onslaught of litigation. This protection is designed to secure your personal finances in the event of legal challenges.
🔍 Understanding D&O Coverage: Chaz elucidated the three fundamental aspects of coverage—sides A, B, and C. This ensures comprehensive protection, whether the liability concerns your personal exposure or the company's financial responsibilities.
🎓 Navigating Directorial Risks: We discussed the importance of recognizing the liabilities associated with directorship. Seasoned professionals understand the value of D&O insurance, and it is imperative for newcomers to recognize the necessity of this coverage to prevent personal financial jeopardy.
💼 Case Studies in Action: We examined scenarios such as those faced by the board of directors during shareholder litigation, as exemplified by Elon Musk's experiences. Chaz highlighted the vital role of D&O insurance in protecting not only your personal finances but also the integrity of your professional endeavors.
💲 Investing in Security: While companies typically cover the cost of D&O insurance, some board members take the initiative to secure their own policies. Our conversation covered the investment required for such coverage and the rationale behind its value.
For those interested in a comprehensive understanding and the desire to safeguard your professional achievements, I invite you to listen to the full episode. Additionally, I recommend consulting with the specialists at Churchill Insurance Agency for an in-depth analysis.
With professional regards,
Josh Wilson
P.S. Engage with our latest episode to equip yourself with the knowledge essential for navigating the complexities of leadership. Your future self will be grateful for the foresight.
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Subject: 🎶 From Aria to Acquisitions: A Journey Unveiled 📈
Hey there, my curious friends!
I hope this message finds you in harmony, much like the fascinating tale I'm about to share with you in our latest podcast episode. I had the pleasure of sitting down with Kevin, whose life story is as captivating as a grand opera, with a twist that takes us into the boardrooms of high-stakes finance.
🌟 Main Lessons & Ideas:
The Art of Transition: Kevin's journey teaches us that the skills we acquire in one area of our lives can be beautifully transferred to another, often in the most unexpected ways.
Risk and Reward: Embracing change can lead to incredible opportunities. Kevin's leap from the stage to the financial world is a testament to the rewards of stepping out of one's comfort zone.
🔍 Curiosities to Pique Your Interest:
How does one go from hitting the high notes in an opera to navigating the complexities of mergers and acquisitions?
What are the surprising similarities between the world of classical music and the cutthroat realm of investing?
As your host, I'm here to guide you through these revelations and more. Our conversation is not just about career changes; it's about the underlying passions that drive us to excel in every act of our lives.
So, tune in and let your curiosity lead the way. Who knows? You might just find the inspiration to orchestrate your own life's symphony.
🎧 Listen now and discover the melody of transformation that could only be composed by someone who's lived it.
Stay tuned and stay inspired, Josh
P.S. Don't forget to hit subscribe for more stories that resonate and transform. Your next aha moment is just a play button away!
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🚀 The Entrepreneurial Spirit: Ross takes us on a journey through his rollercoaster ride of entrepreneurship. He shares the ups and downs, the eureka moments, and the grit it takes to keep pushing forward.
🌐 Leadership Lessons: What does it take to steer a team through uncharted waters? Ross reveals his approach to leadership and how it's shaped the culture and success of his ventures.
💡 Innovation Insights: We get an insider's look at the cutting-edge technologies that are shaping our future. Ross's experience with sensors and data isn't just fascinating; it's a window into what's next.
💰 Capital Wisdom: Raising funds is no walk in the park. Ross gives us the lowdown on securing capital and the mindset needed to convince investors to back your vision.
🧬 Ethics in Tech: As we touch on gene editing, we also explore the ethical considerations of such powerful technology. It's a thought-provoking discussion that you won't want to miss.
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🌟 The MSP Value Boost - Dive into the world of Managed Service Providers (MSPs) with me and my guest, Paul, a seasoned expert in the field. We unravel the secrets to skyrocketing the value of your MSP business. Whether you're eyeing an exit strategy or simply aiming for growth, this episode is your golden ticket.
🛠️ The 8-Facet Toolkit - Paul introduces an innovative tool designed to evaluate and enhance your MSP across eight critical business facets. From marketing to human resources, we cover it all. This isn't just about patching up weaknesses; it's about a holistic upgrade to your business model.
💡 Sales Training vs. Marketing - Think marketing is your best bet for investment? Think again. Paul sheds light on why sales training might just be the game-changer you need, especially if you're technically savvy but sales-shy.
🔍 Peer Comparison for Progress - Learn how to use Paul's tool to benchmark your business against peers and carve out a clear path to the top. It's not just about knowing where you stand; it's about strategic moves that set you apart.
💼 Increase Your Business Multiple - Discover how advancing through peer groups can significantly boost your business's multiple, making it more attractive to investment brokers and fund managers.
📈 Free Evaluation Offer - Don't miss out on the opportunity to connect with Paul and explore the valuation tool and growth blueprint his company offers. Take the first step with a free evaluation and see where your MSP stands in the competitive market.
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Subject: Unlock the Secrets of Private Credit with Our Latest Podcast Episode!
Unraveling the mysteries of private credit in the investment banking world.
🔍 Understanding Private Credit Have you ever wondered what lies beyond traditional bank loans and equity financing for companies? Well, our special guest, Matt, shed light on this lesser-known realm. Private credit is the game-changer for middle market and main street American companies, offering a lifeline when banks say no. It's a fascinating world where non-bank capital solutions come to the rescue, providing more efficient financing without the heavy dilution of equity.
💡 Opportunities for Companies and Investors Whether you're a company in need of acquisition finance or an investor looking to deploy funds, private credit opens up a world of possibilities. We discussed how this alternative funding can be tailored to suit the unique needs of private companies, from rollups to distressed situations. And for the investors out there, this is your chance to tap into a diverse pool of investment opportunities.
🌐 Where to Learn More Curious to dive deeper? Matt's got you covered with resources and solutions at Bridgepoint IB. It's the go-to place for private companies seeking guidance in the private credit space.
🎧 Tune In Now We packed all this and more into a power-packed seven-minute episode! So, if you're intrigued by the potential of private credit, I warmly invite you to listen to our conversation. It's not just about understanding finance; it's about discovering opportunities that could revolutionize the way you think about capital.
Remember, the knowledge doesn't stop here. Reach out to our guest, thank them for their wisdom, and explore how they can assist you in your endeavors. Their contact info is waiting for you in the show notes.
Got a deal you're itching to discuss? Visit thedealscout.com, fill out a quick form, and who knows? You might just be our next guest.
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I've just wrapped up a fascinating conversation on "The Deal Scout" podcast, and I'm eager to share some eye-opening insights with you.
🔍 Discover the Power of the Family Office List In our latest episode, I had the pleasure of chatting with the brilliant Danielle. She shed light on what the family office list truly is—a dynamic platform teeming with up-to-the-minute insights and data designed to help you connect with family offices and raise capital effectively. Imagine having the ability to filter through preferences and align with the right investors seamlessly. That's the magic we uncovered!
🔄 Evolving to Serve Both Sides We dove into how the family office list has transformed from a static resource into a treasure trove of detailed insights. Learn about the origins of wealth, the structure of family offices, and their reinvestment preferences. This evolution is all about fostering connectivity and transparency for both capital seekers and family offices.
💡 The Art of Relationship Building Danielle and I discussed the crucial role of building genuine relationships and understanding the unique values and mandates of family offices. It's not just about the money—it's about the people. With master classes and educational resources, the platform encourages a value-add approach that benefits everyone involved.
🌐 A Global Network at Your Fingertips Did you know there are currently 4,500 curated family offices on the platform? From single to multi-family offices, family foundations, and even custom and virtual setups, the diversity is astounding. Knowing the different types can help you focus your efforts and stand out.
📈 Personalized Approaches Win Drawing from my own experience working internally at a family office, I shared how personalized and well-researched approaches make a world of difference. With the upcoming wealth transfer from baby boomers, efficiency and connectivity have never been more important.
📢 Join the Conversation Danielle's insights are just a click away on LinkedIn and the family office list website. And remember, I'm always here to delve into your deals and potentially feature them in future episodes.
Don't miss out on this episode's wealth of knowledge. Tune in, get inspired, and let's make those connections that could change the game for you.
Danielle is available on LinkedIn and the family office list website for further engagement. https://familyofficelist.org/
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🚀 The Crowdfunding Galaxy: Exploring New Frontiers Fuzzy took us on an interstellar journey through the three major crowdfunding constellations:
- Donation-Based Wonders: Think GoFundMe, where generosity knows no bounds, and backers support causes with no expectation of return.
- Reward-Based Systems: Kickstarter and Indiegogo are the stars here, where your support earns you a ticket to be the first to experience innovative products.
- Equity Universe: Where you, yes YOU, can claim a stake in the next big thing, with companies offering actual shares to their supporters.
🌟 Navigating the Equity Space: The Tiers of Opportunity We zoomed in on equity crowdfunding, where Fuzzy illuminated the paths of Reg CF, Reg D, and Reg A – each a unique route for startups to attract investors and raise capital, from the grassroots $1,000 to the soaring heights of multimillion-dollar ventures.
💼 Venture Capitalists & Angel Investors: The Gatekeepers' Perspective Venture into the minds of VCs and angels, as we discussed the importance of a clean cap table and the sometimes-unfair stigma attached to crowdfunding. Fuzzy shared the secret to setting realistic goals and showcasing success to attract these celestial investors.
📈 The Startup Launchpad: More Than Just Money Crowdfunding isn't just about filling the coffers; it's a goldmine of data, a crucible to refine your marketing, and a proving ground for your business model. We talked about how to leverage this platform to rocket your startup to the next level before you even think about knocking on a VC's door.
🤝 Managing a Universe of Investors: The Art of Organization As our conversation neared the event horizon, Fuzzy offered sage advice on managing a galaxy of individual investors. He shared strategies like creating a Special Purpose Vehicle (SPV) and employing transfer agents to keep your investor universe in perfect harmony.
🔗 Join the Crowdfunding Constellation Fuzzy's invitation to connect is as open as the cosmos. Visit pre-ipo-hype.com for a universe of educational content, podcasts, and a community that's as passionate about crowdfunding as we are.
https://www.preipohype.com/
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🎸 From Rocker to Rainmaker: Mr. Fuzzy's Journey In our latest episode, I had the pleasure of welcoming back the legendary Mr. Fuzzy. He's not just a maestro of melodies but also a virtuoso in the crowdfunding arena. We jammed about his wild days in a rock band, complete with a mohawk adorned with feathers, and how he transitioned to orchestrating successful crowdfunding campaigns.
🚀 Crowdfunding: The New Frontier for Startups We dove deep into the challenges of the early days of equity crowdfunding, the impact of the JOBS Act, and the delicate dance between creative marketing and regulatory compliance. Mr. Fuzzy shared his playbook on how to make your company irresistible to investors and the importance of a compelling narrative.
💡 Keeping It Clean: The Cap Table Conundrum Ever heard of a safe note or an SPV? Mr. Fuzzy breaks down these crucial tools to keep your capitalization table pristine, ensuring you're ready for the big leagues when venture capitalists come knocking.
🤔 Valuation Vexations: Setting the Right Price Determining your company's worth can be as tricky as hitting a high note. Mr. Fuzzy and I discussed the golden bear syndrome and the importance of being honest with yourself when setting your valuation.
👥 Crowdfunding: Not Just for Startups Anymore We also explored how mature companies are now using crowdfunding as a strategic move to provide liquidity or clean up their cap table. It's not just for garage bands anymore!
So, are you ready to turn up the volume on your crowdfunding knowledge? Tune in to "The Deal Scout" podcast for all this and more. Let's hit the play button on success together!
https://www.preipohype.com/
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Navigating the Exit: A Guide for E-commerce Entrepreneurs In this post, I'll share the valuable insights from our discussion, focusing on how e-commerce founders can prepare their businesses for a successful sale.
The Art of Building to Sell
Jason joined me on the show to shed light on a unique approach to exiting e-commerce businesses. Unlike traditional banking methods that focus primarily on the transaction, Jason's firm takes a hands-on approach to help founders build their companies into irresistible acquisition targets. This strategy is not just about selling; it's about crafting a business that stands out in the marketplace.
Understanding Valuation and KPIs
One of the key takeaways from our conversation was the importance of understanding valuation and key performance indicators (KPIs). For e-commerce founders looking to work with Jason's firm, it's crucial to have a grasp on these concepts. Valuation is not just a number; it's a reflection of your company's health and potential. KPIs, on the other hand, are the vital signs that keep you informed about the state of your business.
Jason emphasized that before considering an exit, founders should meticulously analyze their financials, customer acquisition costs, lifetime value, and other metrics that impact valuation. By doing so, they can identify areas of improvement and increase their company's worth.
The Shift in E-commerce:
Another interesting point Jason brought up was the evolution of the e-commerce market. There was a time when the industry was in a "party era," where growth at any cost was the mantra. However, we're now entering a more profitability-focused era. This shift means that investors and acquirers are looking for sustainable, profitable businesses rather than just those with skyrocketing sales.
For founders, this change in the market landscape means that it's more important than ever to focus on building a solid, profit-generating business model. The days of burning cash for growth are dwindling, and the businesses that will attract attention are those with strong fundamentals and a clear path to profitability.
Final Thoughts
Exiting a business is a significant milestone for any entrepreneur. It's the culmination of hard work, dedication, and strategic planning. My conversation with Jason highlighted the importance of building a business with the end in mind. By focusing on valuation, KPIs, and profitability, e-commerce founders can set themselves up for an exit that rewards them for their efforts.
I hope this post has provided you with a clearer understanding of the exit process and what it takes to make your e-commerce business an attractive acquisition target.
Stay tuned for more insights and discussions from the front lines of e-commerce, and as always, keep innovating and pushing the boundaries of what's possible.
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The Art of Selling a Digital Marketing Agency: Insights from an ExpertOur conversation was a deep dive into the process of selling a digital marketing agency, and I'm excited to share the wealth of knowledge Todd imparted during our discussion.
Understanding the Transaction Landscape
Todd began by shedding light on a common misconception about selling a business. Many assume it's an exit strategy, but Todd clarified that for most sellers, it's an evolution and acceleration of their business. He pointed out that the typical clients in these transactions are digital marketing agencies with a net profit ranging from $1 million to $5 million of EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
Who's Buying?
The buyers, Todd explained, are often private equity firms or companies that are backed by private equity. This is a crucial piece of the puzzle because these buyers are not just looking for a quick purchase; they're looking for a business they can grow into something much larger.
The Deal Structure
One of the most eye-opening aspects of our conversation was the financial structure of these deals. Sellers usually receive a significant cash payout, which is about 50 to 70% of the deal's value. But that's not all—they also retain equity in the larger, combined company. Todd emphasized that the goal is for the 'second bite'—the value of the remaining equity—to be larger than the initial cash payout.
A Real-World Example
Todd provided a tangible example of a company that sold for $8 million while retaining a 40% stake. Over time, as the company's EBITDA doubled to $16 million, the value of that retained equity soared, making the sellers' stake in the larger entity even more lucrative.
Life After the Sale
A key question I posed to Todd was about the post-sale life for sellers. Do they need to show up every day? Do they have a new boss? Todd's response was enlightening. While sellers do have targets to meet, they essentially work for themselves if they hit those numbers. However, if they miss their targets, they find themselves working for the buyers. This dynamic creates a balance between independence and accountability.
The Importance of EBITDA and Growth
Throughout our conversation, Todd reiterated the importance of EBITDA, recurring revenue, and client retention. He also mentioned that even businesses with narrower offerings could find opportunities for transactions. It's clear that a strong financial foundation and potential for growth are key attractors for buyers.
Seeking Advice and Making Connections
As we wrapped up our discussion, Todd offered advice for companies in the digital marketing space considering a transaction. He stressed the need for a solid understanding of EBITDA and the benefits of recurring revenue and retention. For those interested in exploring potential deals, Todd extended an invitation to connect with him through LinkedIn or his Second Bite Podcast.
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🚀 The Capital Raising Journey We all know that the startup path is an exhilarating one, but let's face it, it can also be quite daunting, especially when it comes to funding. Christopher, with his wealth of experience since 2004 in the financial industry, shed light on why having a Regulation Crowdfunding (Reg CF) exemption is a game-changer for startups. It's not just about having funds; it's about being ready to seize opportunities at a moment's notice.
💡 Why Reg CF? Imagine having the ability to tap into a diverse pool of investors, turning customers into passionate brand ambassadors who don't just love your product but believe in your vision. That's the power of Reg CF. It's efficient, cost-effective, and positions you for the highest success in raising capital. Remember, the worst time to raise capital is when you desperately need it.
🌐 ChainRaise: A Platform Like No Other ChainRaise isn't your average crowdfunding platform. It's tailored for the gen tech ecosystem, including tokens, NFTs, blockchain, and crypto. What sets it apart? A focus on aligning issuers with investors who share similar interests, comprehensive support for filing, structuring, and marketing offerings, and solid banking partnerships.
🤝 Connect with the Future Curious to learn more about ChainRaise or connect with Christopher? Head over to chainraise.io or find him on LinkedIn. Trust me, it's a connection that could shape the future of your venture.
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The Evolution of Modiv Industrial: Insights from CEO Aaron
Our conversation was a deep dive into the company's journey, its investment philosophy, and Aaron's personal commitment to transparency and continuous improvement.
Aaron recounted the company's origins as a real estate crowdfunding company known as Rich Uncles and its transformation into Modiv Industrial. This evolution was not just a rebranding exercise but a fundamental change in focus towards industrial manufacturing.
Navigating Public Market Challenges
Going public is a monumental step for any company, and Modiv Industrial was no exception. Aaron was candid about the initial spike and then stock price dip and the market fluctuations that followed. He emphasized the importance of long-term investment and his dedication to fighting for the company's growth and value. This resilience is a crucial lesson for any investor or entrepreneur facing the volatile tides of the stock market.
Learning from Mistakes: The Earnings Report Revelation
One of the most enlightening parts of our conversation was Aaron's discussion of the latest earnings report. He openly shared a mistake made in a property investment and the lessons learned from it. This level of transparency is rare and invaluable, as it provides a real-world example of how setbacks can be turned into learning opportunities to refine future decisions.
The Art of "Calf Kicks" in Investing
During our talk, Aaron and I explored the concept of "calf kicks" in investing—a metaphor for the strategic, persistent efforts needed to overcome challenges. Aaron's insights into the company's unique investment strategies and his role as a CEO with skin in the game were particularly enlightening. It's a reminder that leadership involves both personal investment and a strategic mindset.
Aligning Interests with Shareholders
Aaron's commitment to aligning his interests with those of the shareholders is a cornerstone of his leadership philosophy. He consistently buys shares and invests his own money in the company, demonstrating a dedication to the success of Modiv Industrial.
A Non-Linear Path to Public CEO
Aaron's journey to becoming the CEO of a publicly traded company was anything but linear. He shared his experiences across different sectors of the real estate industry, from working at a real estate office to joining a prominent investment firm. His diverse roles in client work, modeling, business development, and product development have all contributed to his broad expertise and leadership style.
As we wrapped up, Aaron invited listeners to connect with Modiv Industrial and emphasized the company's genuine and folksy style.
Conclusion: The Value of Transparency and Connection
I am grateful for Aaron's transparency and the insights he shared about his career journey and Modiv Industrial's approach to business. It's a reminder of the value of connecting with guests and expressing gratitude for their time.
Thank you for joining me on this exploration of Modiv Industrial's evolution and the investment wisdom of its CEO, Aaron. Stay tuned for more insights and stories from the front lines of industry and investment.
Connect with Aaron here - https://www.linkedin.com/in/aaron-halfacre/
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Investing in America's Industrial Renaissance with Modiv Industrial's CEOIn our discussion, Aaron Halfacre, who leads Modiv Industrial—a publicly traded REIT under the ticker symbol MDV—shed light on a critical and often overlooked aspect of the American economy: the industrial manufacturing sector. Modiv Industrial stands out as the only pure play REIT focused exclusively on industrial manufacturing assets, and Halfacre's passion for the resurgence of American manufacturing was palpable throughout our conversation.For decades, there has been a noticeable underinvestment in American manufacturing. However, Halfacre pointed out a pivotal shift towards reinvestment and the rebuilding of manufacturing capabilities in the United States. This shift is not just about economic growth; it's about strengthening the nation by investing in critical manufacturing components that are essential to our infrastructure and national security.## The Heart of Industrial InvestmentAs we explored the types of manufacturing assets that Modiv Industrial invests in, it became clear that the company's strategy is meticulously focused. From infrastructure components like guardrails and precast concrete to precision equipment used in the defense, aerospace, and medical industries, these assets are the backbone of our society. Halfacre emphasized the importance of these components over consumer goods that may not require the same level of immediate production or domestic manufacturing.One of the key takeaways from our discussion was the concept of survivorship bias in Modiv Industrial's investment approach. The company seeks out manufacturers that have weathered various economic storms and have proven their resilience and importance to their industries. This focus on infrastructure-based manufacturing, aerospace, defense, and medical industries ensures that the facilities they invest in are not just viable but essential.## A Transparent Approach to Investor CommunicationTransparency and communication are cornerstones of Modiv Industrial's relationship with its investors. Halfacre highlighted the company's commitment to candid and transparent earnings releases. This approach reflects their belief in the value of investing in America and the manufacturing sector. Moreover, with a monthly dividend presents a compelling case for investors.Halfacre encouraged investors to take a closer look at Modiv Industrial through the stock app on their smartphones. By accessing press releases and gaining insights into the company's operations, investors can better understand the opportunities that Modiv Industrial offers. The company prides itself on its straightforward and relatable communication style, making complex financial information accessible to a broader audience.## An Invitation to Engage and ExploreAs we wrapped up the episode, I invited listeners to reach out to our esteemed guest and express their appreciation for his insights. For those with potential deals or interests in the industrial manufacturing space, I encouraged them to fill out a form on our show's website for a chance to be featured in future episodes.Thank you for joining me on this journey, and until next time, keep investing in the future of America.Follow Aaron Halfacre here - https://www.linkedin.com/in/aaron-halfacre/Next Steps
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I'm thrilled to share with you some golden nuggets from our latest podcast episode that I believe will tickle your investment fancy. In this episode, I had the pleasure of sitting down with the brilliant Jeffrey Webber, a seasoned investor and author who's turning heads with his contrarian approach to investing.
🎯 The AIM Strategy Jeffrey introduced us to his Automatic Investment Management (AIM) method. It's a strategy that's all about making the market's ups and downs work for you. If you're tired of the same old investment advice and looking for a fresh, systematic approach to growing your portfolio, you won't want to miss Jeffrey's insights.
📈 Stock Options Simplified Ever felt intimidated by stock options? Jeffrey breaks it down for us, making it accessible and, dare I say, exciting. He shares strategies that could potentially help you leverage stock options to aim for the millions. Yes, you read that right – millions!
His Book
Here Are the Customers' Yachts: How to Systematically Buy Low, Sell High, and Earn Lifetime Profitshttps://a.co/d/7e5xKFQ
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Navigating the Intricacies of M&A Deals:
In a recent episode, I sat down with my friend Dave, the owner of Front Runner Consulting, to unravel the art of deal-making in the M&A space. With 15 years of experience under his belt, Dave brought a wealth of knowledge to our discussion, offering listeners an insider's perspective on executive recruiting and M&A intermediary services.
The Synergy of Recruiting and Acquisitions
One of the key themes we explored was the alignment of interests between recruiting top-tier executives and facilitating successful acquisitions. Dave illuminated the critical role of matching the right leadership with the right companies or buyers. This synergy is not just about filling a position or closing a deal; it's about ensuring a seamless transition and setting the stage for future success.
The Hunt for M&A Opportunities
Dave's approach to hunting for M&A deals is methodical and strategic. He underscored the importance of maintaining an extensive database of contacts—a network that's been cultivated over many years. Regular communication with this network allows for smart outreach, enabling Dave to filter through potential buyers and sellers, identifying those who are genuinely interested in making a move.
Single Buyers vs. Multiple Buyers: A Strategic Approach
The dynamics of working with single buyers as opposed to multiple buyers can vary significantly. Dave shared his insights on assessing the committed capital of individual buyers and the hurdles that can arise when raising capital for larger buyers. This part of the discussion was particularly enlightening for those interested in the strategic considerations of deal structuring.
Connect with Dave Marx - https://www.linkedin.com/in/davemarx1/
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Navigating the Business Buying Journey: Insights from Richard Parker on "The Deal Scout" PodcastAs the host of "The Deal Scout," I have the privilege of engaging with some of the most insightful minds in the world of business and entrepreneurship. In a recent episode, I sat down with Richard Parker, a seasoned business expert from South Florida, to unravel the complexities of buying businesses. Richard's wealth of knowledge left me, and I'm sure our listeners, with invaluable lessons on aligning business acquisitions with personal skills, the essence of joy and passion in entrepreneurship, and the geographical considerations in the business buying process.
Matching Your Business with Your Best Skill Set
One of the most profound takeaways from my conversation with Richard was the emphasis on the importance of matching a business with your single best skill set. Richard articulated that this alignment should be the cornerstone of the revenue and profits of any business you consider purchasing. He encouraged listeners to view the business for sale market as a laboratory, a place to explore various business types and gather insights from sellers, competitive businesses, and industry contacts.
Identifying Your Top Skill
The distinction between experience and expertise was a pivotal point in our discussion. Richard pointed out that years in an industry do not necessarily equate to expertise. He urged potential buyers to pinpoint their shining skill set and to seek transparent and honest feedback from colleagues and industry connections. This resonated with me deeply as I reflected on my own love for sales and people, recognizing that joy and passion, while important, are not the sole indicators of true expertise.
The Role of Joy and Passion in Entrepreneurship
Richard and I agreed that joy and passion often accompany entrepreneurship, especially when applying your best skill set in the right business context. However, Richard was quick to highlight that these emotions can be overrated. The focus, he insisted, should be on identifying and leveraging your top skill set to build and grow a business successfully.
Geographical Considerations in Business Acquisitions
The geographical aspect of buying a business was another intriguing topic we delved into. Richard advised starting your search close to home, which allows for easier visits to businesses and interactions with sellers. Yet, he also advocated for an open mind regarding relocation, as it can significantly expand your search and the platform for potential business opportunities.
Where to Find Resources for Buying a Business
For those eager to learn more about buying a business, Richard generously directed our listeners to his website, richardparker.com. There, you can find free articles and reports that demystify the process and assist individuals in determining if entrepreneurship through buying a business is the right path for them.
https://richardparker.com/
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🚀 Democratizing Investment Opportunities Brian and I dove into how Groundfloor is revolutionizing the investment landscape. They're on a mission to level the playing field, allowing everyone to access high-quality real estate deals, not just the top 1%. Imagine being able to invest alongside the big players with as little as $100!
🏆 Forbes 50 Fintech Recognition Groundfloor's innovative approach hasn't gone unnoticed. They've been featured in Forbes as a top fintech company, a testament to their impact on the market. This is a trend that's reshaping the future of investing, and you won't want to miss out on it.
🔍 The JOBS Act and Its Impact We also touched on the pivotal role of the JOBS Act in transforming capital formation. This legislation has opened doors for non-accredited investors, making it easier to diversify portfolios without hefty capital requirements or the constraints of traditional funds.
💡 You're in Control With Groundfloor, you become your own fund manager, thanks to their user-friendly technology. Say goodbye to hefty fees and hello to a more personalized, profitable investment experience.
🏡 Solving Real Problems Invest with purpose as Groundfloor finances projects that address housing affordability and supply shortages. Your investment helps rejuvenate America's aging housing stock while offering you a chance to profit.
📱 Innovative Investing Made Simple Whether you're a seasoned investor or just starting, Groundfloor's mobile app simplifies the process, allowing for effortless diversification and management of your investments.
https://groundfloor.com/
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**The Genesis of a Global Acquisition Expert
T**oday I want to share with you a more in-depth look into the life of a remarkable deal maker, Leanne, who is part of a global investment family office.
From Humble Beginnings to High Stakes
Born and raised in Glasgow within a loving family, she was instilled with the belief that richness comes from family, not necessarily from wealth. Her parents worked tirelessly, providing them with a comfortable life that masked our financial limitations. This upbringing shaped her initial understanding of success and security. Climbing the corporate ladder became her reality, but a pivotal moment arrived when she met her husband, Graeme, and was introduced to "Rich Woman" by Kim Kiyosaki.
"This book flipped my world upside down, challenging everything I had learned about money and security."
The Leap of Faith with The Power of Financial Education
The principles of "Rich Dad, Poor Dad" taught her about the importance of good debt and investing. It was a complete paradigm shift from her father's advice of avoiding debt at all costs. This new knowledge required her to unlearn old beliefs and embrace a new financial mindset.
Staying True to the Vision
As their savings dwindled, they faced the psychological challenge of preserving our funds while pursuing their dream. They remained focused, knowing that the deals they didn't do were just as important as the ones we did. It was crucial to avoid scrambling for deals out of desperation.
Emotional Resilience in Business
Working together as husband and wife, with a baby on the way and financial pressures mounting, they relied on each other's strengths. They used practical tools like a flip chart and wine to map out our problems and solutions, breaking them down into manageable chunks.
Leveraging Each Other's Strengths
The Creative Mind of Graeme
Graeme's creativity and expertise in financing and deal structuring were invaluable during this time. His ability to find innovative solutions and form strategic partnerships was vital to our success.
Leanne's Superpower in Business
Her forte lies in sourcing and negotiating deals, building relationships, and ensuring smooth transitions. She thrives on guiding sellers through the process and integrating new acquisitions into our portfolio.
Embracing Global Opportunities
The Move to Dubai
Their decision to move from Scotland to Dubai was driven by the pursuit of growth and new opportunities. It was a significant sacrifice, especially for their children, who had to leave behind their schools and sports teams. Yet, the entrepreneurial path is one of learning and expansion, and they were committed to embracing it fully.
The Criteria for the Perfect DealIn our quest for global deals, we focus on finding motivated sellers, well-established businesses, and opportunities for continued growth. Our satisfaction comes from the learning process, meeting new people, and forming lasting business partnerships.
https://www.thecarlinggroup.com/
https://www.linkedin.com/in/leanne-carling/
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The Art of Global Dealmaking: Insights from Leanne Carling on The Deal Scout PodcastWelcome to the podcast, fellow dealmakers and entrepreneurs! I'm Josh, the host of "The Deal Scout" podcast, where we dive into the intricate world of deals and acquisitions. Today, I'm thrilled to share with you the insights from a recent episode featuring the remarkable Leanne Carling. In just seven minutes, we uncovered a wealth of knowledge about global dealmaking that I'm eager to pass on to you.
From Dundee to Dubai: Lianne Carling's Journey in Property and Business
Leanne Carling's story is one of ambition and strategic growth. Starting in 2008, Leanne began her journey in property acquisition in Dundee, Scotland. Over a decade, she expanded her portfolio to include children centers, building services companies, healthcare, and dental practice roll-ups. Her approach to dealmaking is dynamic, always on the lookout for new opportunities while managing an impressive array of existing ventures.
Going Global: The Shift from Local to International Deals
The transition from local to international dealmaking is a leap that many entrepreneurs aspire to make. For Leanne and her husband, this meant moving their base from Scotland to Dubai. The strategic relocation was driven by the desire to operate from a global hub, making it easier to travel and source deals from a fresh perspective.
Learning the Ropes of International Business
When venturing into new territories, understanding the local environment is crucial. Leanne emphasizes the importance of adapting to different cultures and overcoming language barriers. Partnering with knowledgeable locals, whether they are lawyers, accountants, or business advisors, has been a key strategy in navigating these challenges.
The Hunt for Deals: Strategies and Criteria for Success
Leanne's favorite aspect of dealmaking is the hunt—the process of sourcing and identifying potential deals. She advises having a strict set of criteria to quickly assess opportunities. This includes knowing the sector, desired turnover, number of employees, and location. As deals are analyzed, criteria may tighten or widen, but having a clear starting point is essential.
Red Flags and Deal Breakers
When it comes to red flags, Leanne is cautious about businesses lacking proper management structures. A well-managed business that can continue to thrive post-acquisition is a top priority. Motivations for selling, such as retirement due to health issues, can also be a red flag if there's no clear management succession plan.
The Current Appetite: A Focus on Healthcare
Currently, Leanne's focus is on the healthcare sector, driven by the fact that people are living longer and spending more on health and aesthetics. The demand for home care services is particularly high, presenting numerous opportunities for savvy dealmakers.
Connect with Leanne Carling and The Carling Group
https://www.linkedin.com/in/leanne-carling/
https://www.thecarlinggroup.com/
Conclusion:As we continue to explore the world of deals on The Deal Scout podcast, I hope these insights inspire you to broaden your horizons and pursue your own global ambitions.
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Unlocking the Power of Joint Ventures: A Deep Dive with CharlesI'm Josh, the host of "The Deal Scout" podcast, and today I'm thrilled to share with you the insights from a recent episode where I had the pleasure of chatting with Charles, a master of joint ventures. In our conversation, we delved into the various types of joint ventures and how they can be a game-changer for your business growth and networking. So, let's break down the key takeaways and explore how you can leverage these strategies to your advantage.
The Essence of Joint Ventures
What is a joint ventures? Joint ventures (JVs) are often misunderstood as colossal corporate mergers, but Charles shed light on their true nature. They can also be about promotional and referral partnerships that hinge on the transference of trust and authority. This trust is the cornerstone of successful JVs.
Four Primary Types of Joint Ventures
1. Presenting to Other People's Audiences
Imagine stepping onto a stage, whether physical or virtual, and showcasing your expertise to an audience that's already been warmed up by the host. That's the power of presenting to other people's audiences. Charles himself has been booked to speak at prestigious events like the Genius Network and the Baby Bathwater Mastermind, demonstrating the value of this JV type.
2. Referral Partnerships
Referrals can come by luck, but why leave it to chance? With a systematic approach, you can consistently receive referrals to ideal clients. I've experienced this firsthand, with 12 to 20 referrals a week to $1 million-plus businesses. And it's not just about quantity; it's the quality of referrals, like the warm introductions to Russell Brunson and Dr. Cialdini, that can lead to incredible opportunities.
3. Webinars
Webinars are a dynamic way to engage with a large audience and grow your email list rapidly. By partnering with someone who has a substantial mailing list, you can offer valuable training and share revenue from any resulting sales. It's a win-win situation where you provide content, and your partner provides the audience.
4. Social Joint Ventures
Podcasts and social media collaborations are prime examples of social JVs. They require minimal overhead and offer a plethora of benefits, from relationship building to client acquisition. My conversation with Charles is a testament to this, as it opens doors to potential partnerships and speaking engagements.
The Impact of Joint Ventures
The beauty of joint ventures lies in their versatility and the mutual benefits they offer. Whether you're a podcast host, a business owner, or an entrepreneur, understanding and implementing JVs can lead to significant growth and networking opportunities.
Connect with Charles
For those eager to dive deeper into the world of JVs, Charles has generously provided a special link for "The Deal Scout" listeners at my.purejv.com/deal-scout. You can also connect with him on Facebook for more insights.
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Unveiling the World of Note Investing: Insights from 'The Deal Scout' PodcastWe're now putting a seven-minute timer on our discussions to dive deep into the stories of deal makers and their ventures. In this blog post, I'm thrilled to share the insights from a recent episode where I had the pleasure of inviting my friend Shelby, co-host of the Naked Notes podcast, to join me on the show.
The Naked Truth About Note Investing
Shelby, a fellow podcaster and an expert in the financial realm, graced us with her presence to talk about her journey and the podcast she co-hosts with Jasmine, Naked Notes. Their mission? To engage in fun, honest, and authentic conversations about all things financial, including mortgage notes, passive income, private money, and funds. For those of you intrigued by the prospect of making passive income or delving into the secondary mortgage market, Naked Notes is your go-to resource.
The Story Behind "Naked Notes"
Curiosity got the better of me, and I had to ask Shelby about the origin of their podcast's unique name. She explained that "Naked Notes" is a testament to their commitment to truth and transparency. They strip away the fluff and get down to the nitty-gritty, even discussing deals that didn't pan out as expected. The goal is to encourage listeners to be metaphorically "naked," embracing honesty and authenticity in their financial endeavors. And yes, we did share a light-hearted reminder to keep the clothes on while tuning in!
The ABCs of Note Investing
When it comes to note investing, Shelby emphasized the importance of education. She recommended Jasmine's Note Assistance Program as a valuable resource for those looking to get their feet wet in this field. With a plethora of communities and resources available, the key is to arm yourself with enough knowledge to navigate the potential pitfalls of note investing.
Shelby's Investment Journey
Shelby's own investment journey began with a rental portfolio that she aimed to transition into seller finance loans. This exploration led her to the world of note investing and originating notes, a path that many investors seem to follow, moving from renting to focusing on the financial side of real estate.
Opportunities Abound for Note Holders
Shelby highlighted the significant opportunity presented by alternative investing, which opens doors to avenues not widely recognized in the mainstream. Note investing, in particular, offers multiple exit strategies, providing a stark contrast to traditional real estate's single-exit approach.
More Than Just Interest: The Profitable Paths of Note Holders
Beyond earning interest and selling loans, note holders can also purchase non-performing notes at a discount. This allows them to acquire distressed properties as collateral and then profit through various strategies, such as fixing and flipping, renting, or wholesaling.
Who Should Tune In to Naked Notes?
The Naked Notes podcast is a treasure trove of information for anyone curious about note investing. With 10 seasons under their belt, Shelby and Jasmine have covered a spectrum of topics, from beginner-level discussions to advanced dialogues on private money, hard money funds, and investing in funds.
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Navigating the Software Acquisition Landscape: Insights from Michael Frew
Today, I'm excited to share with you the valuable insights from one of our recent episodes. I had the pleasure of sitting down with Michael Frew, a seasoned professional who has worn many hats: from developer and engineer to exit consultant and software project acquirer. This conversation was not just enlightening but also packed with actionable advice for anyone looking to dive into the world of software acquisitions.
From Coding to Consulting: Michael Frew's Journey
Michael's journey is a fascinating one. He began his career deeply entrenched in the technical side of things, coding and engineering his way through complex software problems. But as his career progressed, he found himself drawn to the business side of software, specifically the niche of software project acquisitions. This transition from a hands-on developer to a strategic exit consultant and acquirer is a testament to the dynamic nature of the tech industry and the opportunities it presents for growth and diversification.
The Art of Acquiring Software Projects
Acquiring software projects is an art form that requires a keen eye for potential and a deep understanding of the market. During our conversation, Michael shed light on the types of projects he's on the lookout for. He's not just after any software project; he seeks out those with untapped potential, those that, with the right guidance and investment, could become real game-changers in their respective industries.
Valuing and Structuring Deals: A Delicate Dance
One of the most critical aspects of software acquisitions is the valuation and structuring of deals. Michael and I delved into the complexities of this process, discussing the various factors that come into play when determining the value of a software project. It's not just about the numbers; it's about understanding the project's future prospects, the team behind it, and the problem it solves in the market.
Michael also shared his approach to structuring deals, emphasizing the importance of creating win-win scenarios. Whether it's through creative financing, equity sharing, or other innovative deal structures, the goal is always to align the interests of both the buyer and the seller to ensure long-term success.
Main Lessons and Takeaways
Reflecting on our conversation, several key lessons and insights stand out:
Transitioning Roles: The tech industry allows for incredible career fluidity. Michael's transition from developer to exit consultant is a prime example of how one can evolve within the tech space.
Acquisition Criteria: Not all software projects are created equal. It's crucial to have a set of criteria to identify those with the potential for growth and success.
Valuation Nuances: Valuing a software project goes beyond just crunching numbers. It involves a deep dive into the qualitative aspects of the project and its team.
Deal Structuring: Crafting a deal structure is a delicate balance that requires creativity and a focus on mutual benefit.
Networking: Connections in the industry are invaluable. Michael's openness to sharing his contact information underscores the importance of networking and collaboration.
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Today's Deal Scout episode features an eye-opening interview with Jay Connor, a seasoned investor who's mastered the art of private money lending, and you won't want to miss his advice on everything from raising capital to self-directed IRAs.
🔑 Main Lessons:
Traditional bank loans? Hard money lenders? Forget about them! Jay's approach to funding deals through private money lending is a game-changer. The importance of securing funding BEFORE you dive into real estate deals cannot be overstated. Be prepared, and you'll never miss out on a golden opportunity.
🏡 Ideas to Ponder:
Private money vs. hard money: Know the difference and why it matters. Building relationships is key. Your next private lender could be closer than you think – in your network, at your golf club, or even at your local Rotary Club. The money should come first, not the deal. With funds ready, you'll bid with confidence and avoid the stench of desperation.
🤔 Curiosities to Spark Interest:
Did you know that self-directed IRAs can be a goldmine for finding private lenders eager to invest in your deals? There's a world where YOU make the rules for lending, not the other way around. Intrigued? You should be!
Jay's also offering his wisdom-packed book, "Where to Get the Money Now," for FREE (just cover shipping). It's not an e-book; it's a real, autographed copy that you can hold in your hands. Grab your copy at jayconner.com/book and unlock the secrets to endless funding for your real estate ventures.
Don't miss out on this treasure trove of information. Tune into the podcast and let's make your real estate dreams a reality!
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I've just wrapped up a fascinating conversation with Malcolm Peace, a savvy investor who's got a knack for buying and scaling blue-collar businesses right here in the heart of Texas. I'm thrilled to share some highlights from our latest episode that I'm sure will pique your interest.
👨👧 Girl Dad & Ironman Enthusiast
Malcolm's not just a business whiz; he's a dedicated girl dad and an Ironman athlete. He's crafted a business model that allows him to balance his family life, training, and professional aspirations. It's all about creating a legacy his kids can be proud of while providing an exceptional experience for his employees.
📈 Scaling Businesses the Texan Way
Born and raised in Austin, Malcolm has a unique perspective on the bustling Texas economy. He's on a mission to acquire family-owned businesses with a solid community reputation and help them reach new heights through lean scaling.
🏭 The Ideal Acquisition
Malcolm's ideal targets are stable businesses with over a decade of history, healthy net margins, and a strong community presence. He's candid about the transition process, aiming for smooth handovers that respect the legacy of the original owners.
🚧 Navigating Transition Risks
Acquiring a business isn't without its challenges. Malcolm dives into the importance of due diligence, protecting against customer concentration, and the delicate balance of maintaining a business's reputation during the transition.
🤝 Building Trust and Treating People Well
For Malcolm, it's not about flipping businesses; it's about long-term stability and creating value. He's all about fostering a culture of trust and humility, ensuring that each business thrives under his wing.
🧠 Psychology in Leadership
Malcolm's background in psychology has given him a unique edge in leadership development. He shares how understanding group dynamics and emotional feedback is crucial in counseling and business interactions.
🔍 The Search for Talent
Malcolm's company is on the lookout for talented individuals who are eager to be part of their long-term vision. They're rolling out an internal development program to groom the next generation of operators who are ready to take the driver's seat in Texas-based businesses.
If you're as intrigued as I am by Malcolm's approach to business and leadership, you won't want to miss this episode. Tune in to hear the full story and learn how Malcolm's strategies can inspire your own business ventures.
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I'm thrilled to share with you some of the most fascinating insights from the latest Deal Scout episode, where I had the pleasure of chatting with Malcolm Peace, a savvy business buyer from Austin, Texas. If you're curious about the world of blue-collar business acquisitions and growth, you're in for a treat!
🔍 Finding the Perfect Match: Malcolm is on the hunt for established Texas businesses with revenues between $3 to $12 million. He's got a keen eye for blue-collar industries and is ready to roll up his sleeves to scale these ventures with a touch of tech magic.
🛠️ Blue-Collar Business Spotlight: We dove into the nitty-gritty of commercial services and government contracting. Think HVAC, manhole repairs, and the intricate dance of underground wiring. Malcolm's also peeking into manufacturing and logistics – sectors ripe for innovation.
📈 Scaling Up the Smart Way: It's all about the playbook! Malcolm shares how aligning his strategies with acquired businesses is key to their joint success. He's the "quasi" family member many owners dream of to carry on their legacy and take their business to new heights.
🎯 Setting Ambitious Goals: Like a football coach plotting the next big win, Malcolm emphasizes the importance of clear goals. Whether it's short-term gains or long-term sustainability, having those goal posts in sight is crucial for strategic decision-making.
⏳ The Time Factor: We also touched on how time constraints influence business decisions. It's a delicate balance between immediate needs and future aspirations, and Malcolm has some sharp insights on navigating these waters.
🔄 Transitioning with Care: The episode wraps up with a heartfelt discussion on the challenges family-owned businesses face when the founder steps back. Building a decentralized business and managing the emotional journey of exiting are topics close to Malcolm's heart.
🤝 Let's Connect: Malcolm's ready to talk shop with anyone interested in potential deals. You can find him on LinkedIn, Twitter, or through his company, Tsetserra Growth Partners.
I can't wait for you to join us on this episode. It's packed with wisdom for anyone looking to grow their business or step into the world of dealmaking. So, grab your headphones, and let's dive into the art of the deal together!
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I'm thrilled to share with you the latest insights from this interview with finance expert Fred Moskowitz on the fascinating world of note investing. If you've ever been curious about how to turn debt into a profitable investment, this episode's is for you!
📜 Understanding Note Investing
In our chat, Fred broke down the concept of note investing, where you essentially become the bank, earning income through mortgage notes secured by real estate. It's a unique way to generate cash flow without the headaches of being a landlord.
💡 The Benefits and How to Get Started
We discussed the allure of steady cash flow and the protection that comes with having your investment backed by tangible assets. Fred shared invaluable tips for beginners on how to deploy capital wisely and the importance of due diligence.
🚦 Navigating Risks
Investing isn't without its risks, and note investing is no exception. We covered the potential pitfalls, like defaults or early payoffs, and how to mitigate them with the help of loan servicing companies and thorough research.
🔍 Due Diligence Mistakes to Avoid
Fred emphasized the common errors new investors make during the due diligence process and the significance of having a solid team and the right tools to support your investment decisions.
🌎 Investing Near and Far
We explored whether to stick close to home or spread your wings to hotter markets across the country. Fred reassured us that with the right resources, you can confidently invest nationwide without needing to physically inspect properties.
🏢 Diverse Opportunities
And guess what? Note investing isn't limited to residential properties. You can apply the same strategies to commercial real estate and even land!
🤝 Connect with Fred
For those eager to dive deeper or even partner up on a deal, Fred's ready to share his expertise. Check out his website at fredmoskowitz.com or the easy-to-remember giftfromfred.com for a special report on note investing.
I hope this peek into note investing has piqued your interest. Remember, knowledge is power, especially when it comes to making savvy investment choices. Tune into the podcast for the full conversation and discover how you can start making your money work for you in the world of note investing.
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I'm thrilled to share some exciting insights from our latest podcast episode where I had the pleasure of hosting Thomas Ryan, the CEO and founder of Bigly Sales. We had an enlightening conversation about the transformative role of AI in sales and deal-making. Here's a quick rundown of what we discussed:
- AI: The Game-Changer in Business: Thomas believes that AI will revolutionize business more in the next five years than the internet has in the last 30. Imagine AI handling your emails, providing instant and accurate responses, or even replacing level one support for most companies by 2024!
- AI in Outbound Prospecting: We delved into the future of AI in voice calls, where AI can answer the phone and even clone voices. Despite some latency issues, this technology is expected to be available soon, potentially replacing customer service reps and appointment setters.
- The Dark Side of AI: We also touched on the potential misuse of AI, such as voice cloning for scams and misinformation. Thomas emphasized the importance of familiarizing ourselves with AI tools and being cautious of what we see and read.
- AI: The New Industrial Revolution: Thomas compared the impact of AI on the workforce and productivity to the industrial revolution. He believes that AI will lead to another renaissance for humanity, allowing us to work on more meaningful tasks and pursue our passions.
- AI in Sales and Scaling Businesses: We discussed how AI can revolutionize sales and scale businesses, automate and scale sales processes, and the importance of adhering to new rules and regulations regarding opt-ins and data privacy.
I must admit, I'm both excited and nervous about the advancements in AI that Thomas and his team are working on. If you're as intrigued as I am and want to learn more, I encourage you to visit BiglySales.com. They have a live button that connects callers to a salesperson during business hours and an upcoming SDK for automation that promises to save time and money.
I want to extend my heartfelt thanks to Thomas for sharing his insights on AI and its applications. If you found this conversation as enlightening as I did, feel free to reach out to Thomas and express your gratitude.
And remember, if you're a professional in the deal-making community and would like to share your expertise on the show, please fill out a form on TheDealScout.com.
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I'm thrilled to share with you the highlights of my recent Deal Scout episode where I had an insightful conversation with Brandon, the founder of HOA.com. We delved into some fascinating topics that I believe you'll find intriguing.
- The Art of the Ask: Brandon shared his secret to successful deal-making, a skill he honed under the mentorship of Mark Victor Hanson. He emphasized the importance of setting the stage, listening for referral triggers, and not being afraid to ask for what you want.
- Building Quality Relationships: We discussed the significance of surrounding yourself with quality people who align with your values and goals. Brandon shared his strategy of inviting people on a trial basis and being upfront about expectations.
- Revolutionizing Homeowner Associations: Brandon's vision for HOA.com is to bring integrity, transparency, and accountability to homeowner associations. He aims to create a platform that connects homeowners with trusted professionals and foster connections among neighbors.
- Charity Champions: Brandon introduced the concept of integrating chosen charities into business marketing. He believes in being true to oneself and strategically aligning with charities that resonate with the target audience.
- The Power of Referrals: Brandon shared insights from his book Raving Referrals and the referral partner blueprint. He explained how attracting more referrals can come from past clients and complementary professionals and businesses.
- Taking Action: Brandon emphasized the importance of stepping out of your comfort zone and taking action in business. He believes that success lies beyond the comfort zone and that taking action is crucial for attracting results.
I encourage you to listen to the full episode for a deeper dive into these topics. And remember, if you have a deal you'd like to discuss, don't hesitate to reach out!
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I'm thrilled to share with you the highlights of my recent podcast episode where I had an enlightening conversation with Matt, an expert in e-commerce and a fractional CFO. We delved into the world of e-commerce, discussing how to increase profits while reducing stress. Here are some key takeaways:
- The Journey to Becoming a Fractional CFO: Matt shared his inspiring journey from being a CFO for a private equity group to becoming a fractional CFO for e-commerce businesses. His decision to prioritize family over long commutes is a testament to his values.
- Financial Transformation: Matt's strategic decisions led to a significant improvement in his company's net income. His love for accounting and finance played a crucial role in this transformation.
- The Power of Adaptation: Matt's success can be attributed to his ability to adapt his value proposition to meet customer needs. He also benefited from being an early player in the fractional CFO industry.
- Common Business Mistakes: Matt shared some common mistakes businesses make, such as over-hiring and restocking slow-moving SKUs. His advice? Hire slowly and prune the bottom 10% of SKUs every quarter.
- The Importance of Slow Growth: Matt emphasized the importance of slow and restrained growth. Scaling too fast can lead to problems like drop leads and mass churn.
- Personal Insights: Matt revealed his passion for MMA, specifically Brazilian Jiu-Jitsu and kickboxing. He also shared his blue-collar background and his vision for the future.
- The Challenges of Being a Fractional CFO: Matt discussed the challenges he faces as a fractional CFO for multiple businesses, including stabilizing lead generation and building a strong client success team.
I hope these insights spark your curiosity and inspire you to listen to the full podcast episode. Matt's journey and expertise offer valuable lessons for anyone involved in e-commerce or considering a career as a fractional CFO.
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I'm thrilled to share with you the highlights of my recent podcast episode where I had an enlightening conversation with Ed Mathews, the president of Clark St Capital. We delved into the world of real estate, focusing on Ed's unique approach to buying apartment buildings and the importance of consistency and relationship-building in sales.
- Revamping the Run-Down: Ed's team at Clark St Capital specializes in transforming neglected apartment buildings into clean, safe, and attractive homes for long-term residents. Their mission is to improve living conditions and community standards, one building at a time.
- The Power of Persistence: Ed's team has identified around 1,208 properties in Connecticut they'd like to own. Their strategy? Building strong relationships with owners and brokers, ensuring they're the first call when it's time to sell.
- Consistency is Key: Ed emphasizes the importance of consistency in outbound marketing. It's not about a one-time effort, but rather a continuous process of building relationships and making an impact.
- Learning from Mistakes: Ed shares his belief in the power of learning from past experiences, both good and bad. He sees every setback as an opportunity for growth and emphasizes the importance of releasing negative energy to focus on the future.
- Exceeding Expectations: Ed's approach to business is all about surpassing expectations and building strong relationships with investors and residents. He believes in the power of personal touch and ensuring customer satisfaction.
- The Math of Poker and Real Estate: Ed draws an interesting parallel between poker and real estate investing. Both require understanding the odds and making decisions based on math rather than emotions.
- Connect with Ed: Want to learn more from Ed? You can reach him via email, his website, or through his various social media platforms. You can also tune into his podcast, Real Estate Underground, for more insights into the real estate world.
I hope you find these insights as fascinating as I did. If you're curious to hear more, I invite you to listen to the full podcast episode.
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I'm thrilled to share with you the highlights of my recent podcast episode where I had an enlightening conversation with Brett, the brain behind Paperstac. We delved into the fascinating world of buying and selling debt, and I'm sure you'll find it as intriguing as I did.
- Paperstac - A Game Changer: Brett's company, Paperstac, is revolutionizing the debt market. From mortgage debt to business loans, they've got it all covered. With over 15,000 users and a successful YouTube channel, they're making waves in the industry.
- Innovation at its Best: Paperstac is working on a feature called Paper Price Predictor. This tool will make the process of trading notes faster and more efficient, saving days or even weeks of time for larger trades.
- Why Sell a Note?: Brett explained the concept of the velocity of capital - the ability to turn money over multiple times in a year. Selling a note can provide immediate access to cash, fund other investments, or pay off debts.
- Investment Opportunities: Brett shared that note prices on Paperstac range from a few thousand dollars to as high as $43 million. The best part? You don't need to be an accredited investor to buy notes.
- Trust and Security: Paperstac has created a system to protect buyers' interests, ensuring a safe and secure transaction process.
- The Future of Paperstac: Brett revealed their plans to develop a white label product and simplify their software. They're also working on interactive video scenarios for their academy to educate users about note buying and selling.
- Engaging with the Audience: Many of their YouTube episodes are based on audience questions, making their content highly relevant and engaging.
- Enterprise Product: Paperstac's upcoming enterprise product will help organize and index documents for large transactions, saving time for sellers and buyers.
I encourage you to reach out to Brett if you're interested in selling or valuing your debt. And don't forget to tune into the podcast to hear our full conversation.
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I'm thrilled to share with you the highlights of my recent podcast episode where I had the pleasure of interviewing Jeri, the brain behind the innovative technology and software platform, Stratafolio.
Stratafolio, a name symbolizing the different strata of an organization, is a game-changer for companies owning and managing commercial real estate. If you're a small to midsize business owner using QuickBooks and seeking a comprehensive solution for managing your retail, office, warehouse, or industrial properties, this episode is a must-listen!
We delved into the importance of multi-year leases and lease escalations, a crucial aspect often overlooked, leading to lost revenue. Stratafolio is designed to keep track of these escalations, ensuring tenants are aware of any price increases or changes in the lease agreement.
We also discussed the current, often inefficient, methods of managing leases, which typically involve spreadsheets and manual tracking. Stratafolio offers a standardized operating system that streamlines the process, reducing the risk of errors, especially when dealing with a large number of leases.
Jeri shared her journey of identifying a need for portfolio performance tracking in the real estate industry, leading to the development of Stratafolio. Despite challenges, they've achieved significant milestones, managing over $6 billion in assets and serving customers across the United States and Canada.
We touched on the challenges of being a woman in the tech and commercial real estate industries, the importance of customer feedback, and the role of their network in shaping their product.
Looking ahead, Stratafolio is expanding to provide more benchmarking and data for owners to operate and react quickly to portfolio insights. They're targeting the small to midsize owner operators who make up a significant portion of the commercial real estate industry.
We also discussed the importance of succession planning, a topic often overlooked but crucial for the continuity of businesses. Stratafolio can play a significant role in managing commercial real estate and ensuring a smooth transition during uncertain times.
To learn more about Stratafolio, you can connect with Jeri through the company's website or contact her directly.
I hope this episode sparks your curiosity and encourages you to explore innovative solutions like Stratafolio for managing your commercial real estate.
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I'm thrilled to share with you some highlights from my recent podcast episode where I had an engaging conversation with Patrick, a seasoned professor of commercial real estate finance and the founder of his own consultancy.
- The Hustle of Real Estate: Patrick's journey in the real estate business is nothing short of inspiring. With two decades of experience, he's seen it all - from mastering the income aspect of deals to understanding how to put debt and equity together. His story is a testament to the fact that every day in real estate is different and exciting, with new deals and opportunities constantly arising.
- The Power of Dry Powder: In our volatile real estate market, Patrick highlighted the importance of "dry powder" - capital that can help navigate through the ups and downs. He believes that his expertise and connections can be particularly beneficial in less sophisticated markets.
- The Potential for Change: We discussed the possibility of a massive market shift, similar to the 2007-2008 financial crisis. Patrick believes that distressed funds are actively looking for opportunities to buy non-performing loans, and there's a need for recapitalization due to the spike in interest rates.
- The Role of Risk and Big Data: Patrick shared his insights on how he incorporates statistical analysis and big data analytics into his work. He emphasized the importance of capturing tail risk and using tools like Monte Carlo simulations to make informed decisions.
- Niche Asset Classes: Patrick believes that niche asset classes such as data centers, student housing, and charter schools offer less volatility and a non-cyclical income stream. He's excited about the potential of infrastructure capital and its penetration into these esoteric asset classes.
- Consultancy Services: Patrick's consultancy, Nest and Associates, works with owner operators looking to scale their businesses and raise funds from institutions. He stressed the importance of scalability, geographic presence, continuity of the executive team, and a defined investment strategy in attracting capital.
- Apropos Podcast: Patrick's podcast, "Apropos," covers topics relevant to finance and the financial markets. He plans to invite guests to discuss data centers and diversity, equity, and inclusion in the industry.
- Research and Collaboration: Patrick is currently collaborating with CFA New York and conducting research at a university, exploring the relationship between the space market and the transaction market in commercial real estate.
I hope these insights spark your curiosity and entice you to listen to the full podcast episode. It's filled with valuable lessons, ideas, and curiosities that I'm sure you'll find intriguing.
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I recently had an enlightening conversation on my podcast, The Deal Scout, with a guest who's a doctor turned technologist in blockchain and real estate. His journey from medicine to entrepreneurship is nothing short of inspiring, and I believe it's a story worth sharing.
- The Happiness Equation: Dr. Smolarz shared how diversifying his income streams and venturing into the business world has brought him more happiness than his previous life as a doctor. It's a testament to the fact that it's never too late to explore new horizons.
- Breaking the Myth: Doctors and specialists often lack financial literacy due to their dedication to their profession. My guest challenged this notion, proving that it's possible to balance both medicine and business.
- Wake-Up Call: Experiencing two category five hurricanes was a turning point for my guest. It led him to reflect on the importance of finding one's purpose in life and pursuing personal goals.
- The Power of Mentorship: Dr Smolarz emphasized the importance of seeking out the best mentors and investing in oneself. He believes that finding the best in the world at something involves research, talking to people, and finding a mentor with years of experience in the desired field.
- The Journey to E-commerce, Self-Storage, and Blockchain: My guest shared his journey into these fields and how he transitioned from learning about financial markets to evaluating public businesses. He also discussed his interest in self-storage and how it became his hedge in life.
- Building a Storage Fund: Dr Smolarz is currently focused on building a storage fund and helping people achieve their financial goals. He compares his role to that of a doctor, responsible for guiding and ensuring the well-being of his clients.
- Connect with the Guest: If you're interested in learning more about his project, you can connect with him through Store Partners. They have a lot of insightful discussions about the topics we covered in the podcast.
- The Most Important Milestone: When asked about the most important milestone he hopes to achieve in his life, Dr Smolarz responded that it would be seeing his children chase their dreams and overcome challenges on their own.
I hope you find these insights as inspiring as I did!
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I'm excited to share with you some insights from my recent podcast episode where I had the pleasure of interviewing Miles Noland, a successful investor in RV parks, mobile home parks, and local businesses.
Miles' journey is a fascinating one, starting from his days as a baseball player and coach, to becoming a fitness entrepreneur, and finally transitioning into real estate. His story is a testament to the power of resilience, adaptability, and an entrepreneurial mindset.
Here are some key takeaways from our conversation:
- The Power of Transition: Miles' transition from coaching baseball to investing in real estate was driven by his entrepreneurial spirit. He realized that he needed to find something that truly fit him, leading him to the world of real estate.
- The Importance of Skills: Miles emphasized the importance of consistent cold calling and building relationships with potential sellers. He also shared his experience of negotiating prices with sellers, advising to focus on building rapport before discussing price.
- Overcoming Fear of Rejection: Miles shared some tips for overcoming the fear of rejection when selling. He suggests adopting a casual and friendly approach, similar to how you would talk to your friends.
- The First Deal: Miles' first deal in the mobile home park space was a turning point, giving him the confidence and credibility to approach other park owners. He emphasized the importance of not quitting and to keep making calls, as eventually, a deal will come.
- Building a Team: As his company grew, Miles focused on building his team and internal operations. He hired people from Southeast Asia to assist with various tasks and also hired property managers and an operations person to handle collections and other issues.
- Family and Business: Miles acknowledged the challenges faced by the spouses of entrepreneurs and expressed gratitude for his wife's support. He also shared his approach to investing in operations and profitability rather than constantly pursuing new deals.
- Podcasting: Miles hosts a podcast show, "Story Time for Commercial Real Estate," which serves as a personal diary for his children to understand his thoughts and actions. He releases one episode per week, covering various topics related to commercial real estate.
- Advice for Aspiring Investors: Miles advises aspiring investors to be prepared for the journey to be ten times harder than they anticipate. He recommends buying programs, hiring coaches, reading books, and taking action to increase their chances of success.
I hope you find these insights as intriguing as I did. If you're curious to learn more about Miles' journey, I invite you to listen to the full podcast episode.
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I'm thrilled to share with you the latest episode of "The Deal Scout" podcast, where I had the pleasure of hosting Emma, the brilliant mind behind the "Passive Income Adventures" podcast. We had an engaging conversation, and I'm sure you'll find it as enlightening as I did.
Here's a sneak peek into our conversation:
- The RV Life and Smart Investments: Emma and I shared our experiences with RVs, and she revealed her smart strategy of using a life insurance policy to buy a fully depreciated RV and truck. It's all about enjoying the journey while being financially savvy!
- Podcasting with Purpose: Emma shared her journey from a 9-to-5 job to full-time passive income through podcasting. She emphasized the importance of having a clear purpose before diving into podcasting. It's not just about starting a podcast; it's about knowing why you're doing it.
- The Real Estate Adventure: Emma's journey into real estate investing is nothing short of inspiring. From struggling to secure a loan for a legacy property to becoming a managing partner in a 50-unit apartment building, she's a testament to the power of perseverance and smart decision-making.
- The Psychology of Pricing: We delved into the fear and insecurity that can lead entrepreneurs to undervalue their services. Emma shared her personal experience in pricing her photography services and the importance of recognizing one's value.
- The Power of Mindset: We discussed the impact of mindset on success in business. Maintaining a positive and optimistic mindset is crucial, but it's equally important to have a realistic perspective on one's progress and goals.
- The Importance of Financial Literacy: Emma stressed the importance of understanding the numbers when investing in deals. She even has a book that explains various financial concepts related to investing in deals.
- The Dietary Journey: Emma shared her personal journey with diet and nutrition, drawing parallels between her dietary journey and her experiences as a real estate investor. It's all about finding what works for you and sticking to it.
You can listen to our full conversation on Spotify and iTunes. Also, don't forget to check out Emma's YouTube channel, "Passive Income Adventures," for more insights and fun videos of her adventures.
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I'm excited to share with you some insights from my recent podcast episode with Neal Bawa, a technologist turned real estate investor. Neil's unique approach to real estate, driven by data science, has been a game-changer, and I believe his story will inspire you.
- The Technologist's Approach to Real Estate: Neal's background in computer science and data science has been instrumental in his real estate success. He's managed to build a portfolio valued at $1 billion, with 32 projects in 17 markets. His secret? Using data science to hunt for the best deals.
- Embracing Uniqueness: Diagnosed with mild autism at a young age, Neal learned to see his condition not as a problem, but as a unique skill. His brain's ability to process numbers and convert everything into math has been a key factor in his success.
- The Power of Giving: Neal's philosophy is to share knowledge freely. He's created educational courses on real estate investing, location analysis, and optimizing virtual assistants, all available for free. This approach has not only built him a following but also attracted significant investments.
- Predicting the Future with Data: Neal's data science work involves tracking and ranking 323 metros and their cities based on various parameters. His predictions have been spot on, and he's now eyeing Northwest Arkansas as the next big thing.
- Real Estate with a Purpose: Neal's mission is to help 10,000 families achieve financial stability and happiness by providing affordable housing options. He focuses on smaller cities with high growth rates, often overlooked by big fund managers.
- Connect with Neil: If you're intrigued by Neal's approach and want to learn more, you can find him on YouTube and through his free courses on multifamily investing.
I hope you find these insights as fascinating as I did. If you're curious to hear more, tune into the full podcast episode.
Connect with Neal Bawa on LinkedIn: https://www.linkedin.com/in/neal-bawa
Follow Neal Bawa on Facebook: https://www.facebook.com/NealBawaMFU/
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I'm thrilled to share with you the highlights of my recent podcast episode where I had an engaging conversation with Stash, a commercial real estate guru and the brain behind the innovative platform, Nedl.
- Dream Cars and Real Estate: Our chat kicked off with a fun discussion about Stash's dream cars - a BMW 35 and a Ferrari 1967. I even joked about going for a spin once he gets his hands on that Ferrari!
- The Birth of Nedl: Stash shared his journey in commercial real estate, revealing how the lack of organized data led him to create Nedl. This platform uses data and analytics to predict real estate transactions, a game-changer in the industry.
- Surviving the 2008 Financial Crisis: We both reminisced about our experiences during the 2008 financial crisis, emphasizing the importance of work ethic and teamwork in overcoming challenges.
- The Power of Personal Approach: Stash shared his early days in real estate, where he found success by personally reaching out to homeowners in need, a strategy that significantly improved his conversion rate.
- Nedl - The Future of Real Estate: We delved into how Nedl uses AI and machine learning to identify potential real estate transactions. By analyzing various factors, Nedl can predict which properties are likely to be hot, warm, or cold for transactions.
- The Joy of Closing Deals: Stash shared the satisfaction that comes with closing deals and creating something out of nothing in the real estate industry. He also gave us a glimpse into his daily routine that keeps him motivated and focused.
- Nedl's Launch: While Nedl is not live yet, Stash invites listeners to reach out for a demo. We discussed the target launch date and the feedback process in place with user groups.
I hope these insights spark your curiosity and entice you to listen to the full podcast episode. Remember, whether you're a seasoned professional or a newbie in the real estate industry, there's always something new to learn!
Connect with Stash Geleszinski on LinkedIn: https://www.linkedin.com/in/stasiugeleszinski
Follow Stash Geleszinski on Twitter: https://twitter.com/5ta5iu
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I'm thrilled to share with you some exciting insights from our latest podcast episode. We had the pleasure of hosting Doctor Mike, a part-time urologist, who shared his inspiring journey from being a full-time doctor to working in a more optional capacity.
- The Doctor's Dilemma: Doctor Mike opened up about the burnout many doctors face due to administrative headaches, bureaucracy, and the pressure to maintain a certain lifestyle. He shared his personal experience of feeling caught in the rat race of high earning, which often leads to dissatisfaction.
- A Shift in Perspective: Doctor Mike's journey of personal development led him to hire a coach and reevaluate his lifestyle. He realized that his 60+ hour work week as a surgeon was not aligned with his ideal lifestyle. This realization led him to take control of his future.
- Stepping Out of the Comfort Zone: Doctor Mike shared his experience of learning about real estate and how it was a slow process of overcoming the fear of not knowing what he was doing. Despite initial fears and past failures, he embraced the idea of being bad at something new and learning from it.
- Investing in the Future: Doctor Mike discussed his experience with real estate investments and how it has impacted his career as a doctor. He emphasized the importance of finding the right people to learn from and collaborate with. His investment journey has given him the freedom to scale back on his medical practice.
- Future Goals: Doctor Mike envisions a future where he can spend months each year traveling overseas and support his children's entrepreneurial endeavors. He sets a goal of achieving a $10 million net worth, which would provide financial security and the ability to withstand potential losses without affecting his lifestyle.
I commend Doctor Mike for taking the right steps in his real estate journey, such as hiring a coach and being part of a mastermind group. His story is a testament to the power of stepping out of your comfort zone and taking control of your future.
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I'm thrilled to share with you the latest episode of our podcast, where we dive deep into the world of deal making, acquisitions, and entrepreneurship. Our guest, Nate, a seasoned professional from the beautiful city of Chicago, joins us to share his insights and experiences.
Here's a sneak peek into our conversation:
- The Art of Listening: Nate shares his unique approach to networking, emphasizing the importance of listening before speaking. A valuable lesson for all of us!
- Career Transitions: We discuss how Nate's firm, HalBar, assists mid-career professionals in acquiring and running companies, offering them a new challenge and a fresh start.
- The Journey to Entrepreneurship: Nate's journey from the campus of Valparaiso University to founding Hall Bar is nothing short of inspiring. He shares how luck, timing, and the faith of a family office investor played crucial roles in his success.
- Sustainability and Decarbonization: We delve into the importance of sustainability, a core value at Hall Bar, and our shared commitment to backing entrepreneurs in the decarbonization space.
- The Power of Equality: Nate explains their unique investment strategy, ensuring equal shares for entrepreneurs and investors, fostering a sense of ownership and alignment of incentives.
- The Benefits of Acquisitions: We discuss the advantages of acquiring businesses, from shared resources to increased buying power, and how this can create value for investors.
- Exit Strategies: Nate reveals their exit strategy, which involves growing businesses and selling them to larger private equity firms, providing financial stability and future opportunities for the operators.
- Building Wealth: We touch on the financial benefits of building and selling a business, highlighting how it can be a significant source of wealth.
I hope this piques your curiosity and entices you to listen to our podcast. Nate's journey is a testament to the power of perseverance, the importance of timing, and the value of believing in oneself.
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I recently had an enlightening conversation with Dave, a seasoned real estate investor from Saint Petersburg, Florida, on my podcast. We delved into the world of 1031 exchanges, a strategy that has transformed Dave's life and could potentially do the same for you.
Dave's journey began with a simple desire to maximize family time. He and his wife ventured into real estate, only to stumble upon the tax implications of selling properties. That's when they discovered the 1031 exchange, a strategy that allows investors to reinvest the proceeds from a sale, including the tax, into more real estate without paying taxes. This strategy enabled them to move their portfolio across states, defer taxes, and even buy a sailboat!
Here are some key takeaways from our conversation:
- The Power of 1031 Exchange: This strategy allows you to defer not only the gain but also the recapture of depreciation, providing ongoing tax benefits throughout your life. It's a powerful tool to accumulate wealth over time.
- Flexibility of 1031 Exchange: It can be used to change classes of real estate or escape looming capital expenses. Dave even shared a real-life example of a realtor who converted an office building into oceanfront condos using this strategy.
- The Four Stages of Real Estate Investing: Dave explained these stages, from being a novice to a retired investor living off tax-free assets. The final stage, death, comes with a silver lining - your heirs inherit your assets as if they paid market value, meaning all the tax deferred over your lifetime disappears.
- Creating Generational Wealth: I expressed my desire to create generational wealth, and Dave explained how the 1031 exchange can be done by any tax-paid entity, including an LLC or a trust.
- The Importance of Strategy: Dave emphasized having a strategy in place before selling a property. He advises contacting him early on to take full advantage of the 1031 exchange.
- The Pressure and Timeline of 1031 Exchange: There are 45 days to identify the replacement property and 180 days from closing to close on the new property. Dave shared a cautionary tale about a client who lost out on properties because he tried to negotiate too cleverly.
This conversation with Dave was a treasure trove of insights into the world of real estate investing. If you're intrigued and want to learn more, I invite you to listen to the full podcast episode.
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Are you interested in real estate investing but find it too expensive and complicated? Then you need to check out the latest episode of The Deal Scout podcast, where I interview Julio Ceras, the CEO and founder of Brix Fractional Real Estate Technologies Corporation. Julio shares his personal journey as a mathematician and how he founded his company to make real estate investing accessible to everyone, regardless of their financial status.
Julio explains the concept of fractionalizing real estate and how it differs from traditional partnerships. He emphasizes the importance of having a professional real estate investor as the lead member in a fractionalized property to maximize efficiency and profitability. Julio also highlights the benefits of fractionalizing, such as economies of scale, diversification, and reduced risk. He contrasts this with the traditional method of investing in real estate, where investors tie up large sums of money in a single property for an extended period, hoping for appreciation and cash flow.
Julio's insights provide valuable information for anyone interested in real estate investing, especially those looking for a more accessible and efficient way to invest. He also discusses the risks involved in real estate investing and how his company mitigates those risks. He emphasizes that his company cherry-picks properties and conducts thorough due diligence before purchasing them. They also use an algorithm to analyze properties and ensure they are in great rental areas.
Towards the end of the episode, Julio shares information about Brix Fractional Real Estate Technologies Corporation's current capital raise, which is open to accredited investors, angel investors, and family offices. He also mentions their plans for a future crowdfunding round that will allow non-accredited investors to invest in the company.
If you're interested in deals and investing, be sure to check out The Deal Scout podcast and connect with the guests on the Deal Scout platform. The platform's mission is to educate the community and find ways for people to do deals. So, if you have a deal that interests you, you can connect with the guest directly using the contact information provided in the show notes. If you support the deal ecosystem and would like to talk about it on the show, you can fill out a quick form on the Deal Scout website to be considered as a guest.
Remember, real estate is the safest wealth-building tool, and Julio's company aims to make it accessible to everyone. So, don't miss out on this opportunity to learn more about fractional real estate investing and how it can benefit you.
As Julio says, "Real estate is the only asset that you can touch, feel, and see. It's not going anywhere, and it's not going to disappear." So, what are you waiting for? Tune in to The Deal Scout podcast now!
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On this episode of "The Deal Scout," I had the pleasure of interviewing Rebecca, a deal maker from Toronto who helps deal makers by providing technology to help them close their capital raises. Rebecca and her team have built a platform that allows people to set up an online store and raise capital digitally. They have transacted close to 2 billion dollars through the system from investors all over the world.
Rebecca and her co-founder started with legal background and navigated through different laws and regulations for different countries. They started with cannabis deals and the first big deal they did was with the Green Bay Packers. They have seen that if you have a good deal, people want it and that doesn't change in a down market.
One of the key takeaways from our conversation was the importance of building relationships and engaging with investors when raising capital. Rebecca suggests using their software, YouEngage, to keep investors updated and engaged with the company. They also discuss the trend of impact investing and how people want to invest in companies that are making a difference in the world.
Rebecca emphasizes the importance of communication between founders and investors. She suggests that founders should consistently ask for feedback and support from their investors, even if they don't need anything specific at the moment. This helps to build a strong relationship and prepares investors for bigger asks in the future.
We also discussed the importance of learning from mistakes and counting losses as lessons. Finally, we talked about the importance of asking for money and getting comfortable with asking for other things from investors, such as support and guidance.
If you're interested in learning more about how to raise capital and build relationships with investors, be sure to check out this week's episode of "The Deal Scout." As Rebecca says, "If you have a good deal, people want it." So, go out there and make your deal happen!
Connect with Rebecca
https://www.dealmaker.tech/
https://www.linkedin.com/in/rebeccakacaba/
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Co Founder & CEO, Jason Franklin is a native Texan who enjoyed a long and successful career in Big Box Retail which culminated in operating the national headquarters location of one of the nation's largest boating supply companies. After leaving retail, Jason elected to open a small business in the Houston area and enjoyed 14 years of growth and success in that endeavor. Jason has since run several profitable businesses and engaged in over 275 public speaking engagements. Most recently, Jason sold his business in 2014 and dove into Real Estate full time. As a dedicated entrepreneur and mentor, Jason has been able to build and grow an extremely successful real estate team in Houston. As a dedicated Mentor of Agents and as a student of business in general, it became very obvious that technology was outpacing the real estate market's desire or ability to keep up with growing trends. After years of study and over $100,000,000 in real estate sales, it became obvious that while the United States real estate market was the most prolific on the planet, it was operating in a capacity that had not undergone any fundamental move forward in over 30 years, and that it was time for a change.
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Brent Bowers, is an investor and coach with a focus on buying and
selling vacant land. As an Army Officer with over 8 years of service, Brent was
spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. In a short period of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family while still working hard and helping others.
While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.
https://www.thelandsharks.com/
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Jason Griggs is licensed Real Estate Agent and Team Leader of The Griggs Team at Simply Vegas in Henderson, Nevada. Jason has sold over $20+ million dollars in real estate in his career. Jason is a personal investor himself and holds over 20 properties in Henderson, NV & other parts of the US.
Jason Griggs has also become the biggest Short Term Rental investor in the Las Vegas / Henderson Nevada area and currently runs 11+ successful Airbnb and vacation homes. He has been named the Top 20 Realtors on Instagram and Top 40 Agents Under 40.
In 2016, Jason founded The Griggs Team, which consists of top real estate professionals in Nevada. Together, they have built a culture that motivates each of them to be their best selves and to provide the best service for their clients. Business aside, Jason is an active member of the community. He started a lacrosse program called, Moving Up Lacrosse. It started out with 30 players and has grown to over 200 players. As a coach, he demonstrates the characteristics of being a genuine role model. He emphasizes the importance of teamwork and mental toughness.
Jason believes that it is vital to give back to the community. His program regularly participates in holiday food drives to ensure that the less fortunate have a warm meal to eat.
Jason was born and raised in Long Island, NY. As a collegiate athlete, he attended West Virginia University and completed his Bachelor’s Degree in Sports Marketing and Communications. He continued his education at Adelphi University and earned his master’s degree in Education. Currently, he lives in Henderson with his wife, Samantha and their son James.
https://sellorbuynvhomes.com/
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Thomas "AI Nerd" Helfrich is the Pioneering Founder's Secret Marketing Weapon. As CEO of InstantlyRelevant.com, he builds trust and relevance for passionate founders, ambitious entrepreneurs, and pioneering startups by actually giving a shit about them, their brands, and their customers.
https://www.instantlyrelevant.com/
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Eric Estevez graduated from the University of Miami with a degree in International Finance and Marketing and was a 14-year leadership veteran for two Fortune 50 companies (Target and Walmart). While there, he started exploring entrepreneurial opportunities. He wrote a children's book, flipped mobile apps, and then started investing in real estate, which led him to leave his corporate job and start a mortgage lending branch with his father. Within 4 years he built a team that produced $100 Million in revenue and reached the top 1% income earner in the US. He is now building other businesses while working from home, one of them being a VA Outsourcing company and another, a music management company to help his daughter who is a music recording artist.
https://www.ericestevezthelender.com/
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Mike Jarmuz… or Muzz as his friends say… is a Managing Partner and Co-Founder of Lightning Ventures, whose focus is exclusively investing in Bitcoin companies. His goal is to evangelize and help demystify early-stage investing to plebs and whales alike. Mike is also passionate about educating founders and operators on strategies to fund their projects. Muzz believes everyone should invest in technology companies (not just the suits) and that investing in Bitcoin companies is the best thing you can do to complement a HODL position. What else? He also Co-Organizes the Unconfiscatable Conference and is an advisor to Azteco. Muzz has a serious angel investing addiction and has personally invested in over 1,500 companies. A longtime music business veteran, he’s done a lot of stuff. If you want to learn more about funding your rad Bitcoin company or get started investing in awesome companies, chat him up.
https://ltng.ventures
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Christina Wallace is a human Venn diagram with a career at the intersection of business, technology and the arts. An author, podcaster, serial entrepreneur, and erstwhile theater producer, Christina spent a decade building businesses in New York City. She is currently a Senior Lecturer at Harvard Business School, an active startup mentor, angel investor, and author of the upcoming book "The Portfolio Life." Christina holds undergraduate degrees in mathematics and theater studies from Emory University and an MBA from Harvard. In her free time she likes to sing in choirs, climb mountains, and run marathons (slowly). She lives in Cambridge with her husband and their two energetic children.
http://www.christinawallace.com
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Natu helped over 200 real estate investors and business buyers raise a collective $200m for their new funds and acquisitions over the last two years. After Natu helped his first client create an investment bank in Canada, he founded Raises.com (a brand valued at hundreds of thousands) which helps people swiftly create complex private equity funds at lower cost, then secure investor funding. Notable Raises.com client (Christopher Goodman, former Wells Fargo investment banker) created a $100m real estate investment trust and obtained investor capital commitments in less than a few weeks in working with Raises.com, saving hundreds of thousands of dollars in unneeded set up costs. Raises.com client Danny Frye set up a $50m fund to acquire hotels in South Carolina in under 2 weeks, and raised the first $1m within a month with Raises.com after fixing his sales process. Another client, (Abdiel Louis, and his team, former JP Morgan directors) created a $100m fund and a $75m real estate fund within a month of using the Raises.com platform.
Natu also runs subsidiary Raises.com Securities Inc., making him one of Canada’s youngest to have all the proficiency requirements to set up a registered broker dealer (investment bank, or exempt market dealer) from scratch, and own 100% of the firms. Half of the Raises.com client base, being African American, are drawn to Natu’s African-Canadian background, giving hope for a future of more equal representation in the high finance space. For fun, Natu lifts weights, and can deadlift over 780lbs. He uses that energy to solve his client’s problems in today’s traditional investment banking landscape. Ultimately, Raises.com’s vision is to democratize investment banking for everyone.
https://Raises.com
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Brian K. Grimes, Jr. CFP® is an Ivy League educated real estate entrepreneur and coach. Upon graduation from Columbia University in 2011 he embarked on a career in Financial Planning at AXA Advisors before transitioning to high net worth asset management at Bridgewater Advisors. In 2015, Brian launched his own real estate development company in his home town of Philadelphia, and has since gone on to gut renovate 300+ rental properties across the country using the BRRRR strategy. He is raising his sons, Brian III and Tomas, in the Bronx with his wife, Zila Acosta-Grimes.
24/7 Cash Flow University was founded by Brian to teach students how to create passive income and escape their 9-5 desk job. Through his 100 Key$ Master Class, Brian teaches students how to full-gut renovate, acquire, and stabilize cash flowing rental property portfolios. The course contains Brian’s proven methods that allowed him to scale his operation from 1 deal to over 100 properties per year. Most 100 Key$ Master Class students that implement Brian’s strategies are able to retire themselves from their day jobs within 12 – 36 months.
https://1dollarhousechallenge.com/step1
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Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker.
Stacey teaches business owners how to generate referrals naturally… without manipulating, incentivizing or even asking.
She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more.
She received her Master’s in Organizational Communication and is married with three kids.
https://www.staceybrownrandall.com/
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Dr. Chau, a Ph.D. and MBA graduate was an immigrant who aspired to live the American Dream. He attempted various enterprises in an effort to obtain financial freedom which he did not achieve as a result of his traditional education.
He engaged in the real estate market, but it was with Corporate Housing Arbitrage that he was able to achieve financial freedom and retire in his early 30s.
He has since mentored over a hundred students to attain their financial freedom through Cooperate Housing Arbitrage, trying to fulfill his mission to help others achieve financial independence.
https://www.beyondbnbsecrets.com
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Pete Reese is the President of Reelvest Properties, a land development and investment company. With nearly two decades of real estate experience as a broker and investor, Pete has successfully purchased and sold hundreds of pieces of real estate for a profit over the years for himself and on behalf of his clients. He’s on track to earn $4 million in revenue in 2022 with his land flipping and development business. Pete’s always looking for his next deal, including his longtime dream of his own private island. Besides his professional accomplishments, Pete is a proud father to three beautiful girls, keeps up with his family by working out and enjoying a vegan diet, and is the 31st great-grandson of King Henry II.
https://reelvest.com/
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About our guests:
Jordan Isham, Co-Founder of My Tennessee Home Solution, is
responsible for the overall vision, brand, and revenue of the company.
He is most passionate about aligning the right people and resources with
a set of mutually beneficial goals to experience fulfillment together. For
that reason, he prioritizes alignment, purpose, growth, and impact with
the team.
Hailing from a small town in Vermont, Jordan graduated from West Point
and currently serves as an Infantry Officer in the Army. He aims to use the
wealth generated from real estate to serve as a force for Good, fueled by
his faith in God.
Having led the acquisition of over 100 properties with the company,
Jordan also led the acquisition of a $3 million dollar hotel in
Chattanooga, and simultaneously owns many personal properties. My
Tennessee Home Solution has completed $10 million in transaction
volume in the last year with $2-3 million in revenue per year.
Charles Chandler is the COO of My Tennessee Home Solution. He is originally from Alabama and graduated from West Point in 2017 as an Infantry officer. He is married to his wife Emily and they are currently expecting their first child in December of 2022.
https://www.mytennesseehomesolution.com
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“In December of 2008, a near-fatal cycling accident threatened
to paralyze me for life. I needed a solution, a new way to heal, a
way to be free from the limitations of inflammation and pain
and get back to my active life. That's how I invented Incrediwear
technology.
In that sense, Incrediwear is not just wearable technology,
it is a lifestyle philosophy.”
https://incrediwear.com/
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Kurt Davis is a technology executive and investor with over two decades of experience building tech startups throughout Silicon Valley, Europe, and Asia. From 2008-2017, he worked with a startup called Boku where he led global business development, focusing on deals with Apple, Microsoft, Spotify, Sony, and more. This book documents and chronicles Boku’s journey from closing small sales deals to transactions worth billions of dollars in transactions. Speaking to other entrepreneurs, he realized that many get stuck in their initial market but few leap the chasm to bigger opportunities. So he wrote this book.
https://kdalive.com/
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Fred Cary, a powerhouse entrepreneur who has founded over ten companies and amassed billions in value. Today, he is focused on helping up-and-coming entrepreneurs get on their paths for success by finding their niches and remaining confident and steadfast along the way.
Fred pours all of his business knowledge into teaching the 550,000 new entrepreneurs that decide to start their businesses each month. He has made it his latest mission to provide guidance for those who want to succeed in business and help them achieve a positive mindset, where they wake up energized and fulfilled in the place they are every day, as opposed to envying others.
https://fredcary.com/
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Rick Elmore is an entrepreneur, sales and marketing expert. As the Founder and CEO of Simply Noted, Rick developed a proprietary technology that puts real pen and ink to paper to scale handwritten communication, helping businesses of all industries scale this unique marketing platform to stand out from their competition and build meaningful relationships with clients, customers, and employees.
Founded in 2018 and based in Tempe, Arizona, Simply Noted has grown into a thriving company with clients of various sizes across the country including in hospitality, real estate, insurance, nonprofit, franchise, B2B, and others. Rick has served as the company’s CEO since its founding, for more than three years, and has over a decade of sales and marketing industry experience.
https://simplynoted.com/
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Commercial growth strategist, storyteller, coach, mentor and advisor at data and analytics oriented technology companies.
Has lead teams in various stages of growth cycles (PE/VC backed startups, turnarounds, pre-IPO to IPO companies) to exits via IPO (FactSet), acquisition (EDGAR Online), as well as through several equity/capital raises (FirstRain, Capify).
http://www.slingstonegroup.com
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Doug Cortina, co-founder and strategic advisor, brings a strong background of hands-on business and entrepreneurial experience to NorCal Cannabis. Doug has successfully led the planning, development and execution of three cannabis projects in the Bay Area. Doug has been involved in the real estate development industry in the Bay Area for the past five years. During this time he has structured and administered numerous real estate partnerships and is directly responsible for the acquisition of over $50MM in Bay Area properties. Prior to moving to San Francisco, Doug worked in NYC for the investment bank Brown Brothers Harriman.
https://norcalcann.com
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I am a West Point graduate, combat veteran, award-winning author and l know the power of a team. As CEO at JFIII Associates, I now help companies build better teams. I bring 40 years of leading and untangling multiple business projects up to $8 billion worldwide and as many as 53,000 associates where I have a track record of building teams, deploying technology and mitigating risk. These include technology integrations, software, start-ups and heavy logistics moves in the private and public sectors—Asia, China, South Korea, Mideast, Germany, Spain, Portugal, Egypt, Israel, Saudi Arabia, and Iraq.
I am a mentor and coach; I find and assess top tier talent who lead and flourish in your organizational culture-- one size does not fit all. On an individual basis, I coach civil and military leaders on how to build a LinkedIn bridge from where they are to where they want to go.
I untangle and deliver on new, complex projects, I help create cultures so high performing teams collaborate, transfer knowledge, adapt and communicate with stakeholders.
I surround myself with leaders I trust, who share similar values, expand their intellect, are persuasive, creative, adaptable, communicate effectively and have high emotional intelligence (EI). I am a perpetual student.
https://www.JFIIIAssociates.com
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Justin Colby is the CEO and host of The Science of Flipping. He has flipped over 2000 homes and taught thousands his strategies. He is a nationally recognized speaker and author of The Science of Flipping. He owns 3 multi-million dollar companies and is passionate about helping entrepreneurs.
https://thescienceofflipping.com
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Born and raised New Yorker. Started my career as a management consultant and ended up in title insurance. Through the years now own and operate a title company and since have become involved with real estate development opportunities. I believe in people first before the deal and always make sure that I am in performance shape for life and business.
https://www.cornerstonelandabstract.com
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Don’t pigeonhole Elzie D. Flenard III. Don’t even try. Describe him this way, and he’ll point out that one. Change your perspective, and he’ll lead you down another path … maybe without your even realizing. He’s a creative dude, an entrepreneur, a family man, a business owner. No “box” fits. It doesn’t exist. He’s a man of original thoughts, all products of unique thinking.
Above all, Elzie is a storyteller. He unpacks topics from unexpected directions, weaving myriad influences into his music, speaking and podcasting. Society, business, current events – you can never predict his take. Suffice to say, it’s probably different than you’ve encountered. Why do things happen? How do they drive behavior? Most importantly, what do YOU think? Elzie wants to know. Dialog and conversation are great teachers. Listening inspires Elzie. Yes, listening. Almost a forgotten skill, in an era of endless chatter and oversize bullhorns.
See, everyone has a voice. Everyone has something to say. Via the power of podcasting, Elzie partners with businesses to turn their “voice” into a powerful marketing tool. Podcasting creates, and cultivates, relationships with consumers. A story about how a business began, about its products or services, or even its missteps, resonates through a human voice. Via Enterprise NOW!, his podcasting company, Elzie helps businesses find their “voice.” A voice doesn’t have to be loud – just real. His clients repurpose their podcast content for blogs, or social media posts, or books. The ball rolls, and rolls.
Elzie’s foray into Enterprise NOW! began not long after starting an Internet radio station. Its content tilted toward business, reflecting the founder’s entrepreneurial bent. Even while working a decade in electrical engineering and electronics technology, Elzie had side gigs: a record label. A minor-league basketball team. A music production company. He’s always been a tinkerer, going back to a childhood knack for taking things apart and putting them back together. Or writing his first song at age 5, a passion that continues today with multiple albums, EPs and singles under his belt. The holder of an MBA, and a B.S. in electronics systems technologies, you can always expect originality from Elzie. Just don’t try to label him. No shoe fits … and he wouldn’t wear it anyhow.
https://www.podcasttown.net/
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Kevin Amolsch is a successful real estate investor and private money lender. He earned his degree in Finance after serving four years in the US Army. After college, Kevin spent two years working with Wall Street as a Mortgage Bond Analyst before leaving to work in real estate financing for investors full time. He and his companies have closed on over 2,200 transactions as a buyer, seller or private money lender. He currently manages multiple mortgage funds with more than $750 million in closed loans. He has spent 2 decades as a real estate investor and 16 years in real estate lending. He is the author of 45-Day Investor, a frequent speaker, and has been quoted in The Las Vegas Review Journal, The Denver Post, Yahoo Real Estate, Denver Business Journal, Forbes, and many others.
https://pinefinancialgroup.com/
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
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James Hilton is an experienced entrepreneur and developer. He is Founder and CEO Xpressify, a fundraising platform for film & television projects. In 2010, while at Babson, he co-founded InforcePro, an insurance tech platform which was acquired by Covr in June 2017. He is the Co-Founder of Xavinci, digital creative agency, and he specializes in strategy and development. He has a Bachelor of Science in Business Administration, Finance from Babson College.
https://xpressify.com
On this episode of the Deal Scout we chat with an MD who invests in Multifamily Apartment 150+ units in business friendly states with steady cash flow and conservative debt.
Our guest is a medical doctor that also does real estate syndications and has bought over 200 million of real estate in the past 16 months
Why start in real estate?
How do you balance medicine and real estate?
Do you still practice medicine?
Why is real estate a good investment for doctors?
What unique challenges have you faced with working with other doctors?
pranay@asentequitygroup.com
https://dealscout.ascentequitygroup.com/
Luke Layman is a decorated fighter pilot, serial entrepreneur, investor and transformation coach.
With decades of experience leading high performance and high growth organizations, Luke has cracked the code on how to live with INTENTIONAL ALIGNMENT, enjoying all the best that life has to offer while sustainably growing businesses across the globe. He has led multiple 7 and 8 figure businesses as well as leading the highest performing organizations in the United States Air Force.
Amongst his many accolades he is the recipient of a Combat Action Medal and Single Mission Air Medal for combat operations flown in the A-10 Warthog. Additional, Luke is the recipient of multiple business awards included being voted Top 40 under 40 in 2019.
Luke’s Entrepreneurial Accelerator Framework is the method which he applies in his own businesses as well as those he invests in. The pillars for success are coaching high performance mindset by Becoming the Commander, accelerating revenue and profit in his Jet Fuel Sales and Marketing Strategy, and creating leveraged growth systems in the Auto Pilot Method.
I am an entrepreneur, investor, podcast host & father.
I grew my small family franchised auto repair business into an enterprise with ~30 locations.
I'm on a mission to teach other entrepreneurs everything I know about growing a business and creating passive income through investments outside of Wall Street.
https://www.brianbeers.com/
Nate Joens is the Co-Founder, Head of Innovation and past CEO at Structurely. Under his 4 years as CEO, Structurely experienced 10x growth in conversations processed in the real estate industry and built a proprietary conversational AI application that 99.9% of consumers believed was human. Structurely also became a Housing Wire Real Estate Tech Top 100 company, and grew to a team of 26 employees.
With over 3.5 million conversations with their AI Assistant Structurely’s Real Estate data set is nearing 10mm individually labeled messages.
With experience in Geographic Information Services (GIS), real estate, financing, urban planning, project management, and graphic design, Nate leads the product, engineering and machine learning teams at Structurely to align with real estate customer goals.
https://www.structurely.com/
Luke is Co-Founder and General Partner of Fintech Ventures Fund, an early-stage fintech, and inusrtech-focused venture capital fund. He has spent his entire career in financial services in various capacities, including venture capital, private equity, and investment banking. He received his BA from Columbia Unversity.
https://www.fintechv.com/
Augie Johnston is a 35 year old ex-YouTuber, former professional basketball player, turned entrepreneur. He is currently making waves in the video editing industry as a result of his promising start-up called VidChops.
Vidchops, the brainchild of Augie, assists video creators, influencers, and digital marketers by carrying out the hard work of editing their videos. This allows them to focus more on the “content” side of their productions to therefore help them create more videos and better videos for their channel or brand.
Augie works with full time YouTubers, online personalities, thought leaders, and anyone that creates online videos for their businesses.
https://vidchops.com
Channing Hamlet is a Managing Director at Objective, Investment Banking & Valuation focused on leading the firm’s business valuation practice and transaction execution for its investment banking business services practice. Mr. Hamlet is a results-driven executive that has 25+ years of experience advising business owners on management issues, transaction execution and business valuation. He is able to draw on a diverse background that includes direct management experience as well as strategy consulting, private equity investing, investment banking and business appraisal experience to advise his clients.
Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in growing its valuation practice from its inception to a national practice serving more than 700 clients in five years. During this period, he was responsible for managing a team of approximately 25 professionals that conducted a variety of business valuation assignments including tax compliance (409a, estate and gift), fair value (ASC 820, ASC 350, ASC 805) as well as strategic advisory assignments. His experience ranges from working with early stage companies on relatively simple stock option valuation assignments up to IPO stage companies with complex capitalization tables and significant scrutiny from Big 4 accounting firms and the SEC.
Previously, he served as a Director at Vistage where he focused on business development, acquisitions and new business initiatives. Prior to joining Vistage, Mr. Hamlet served on the investment team at LLR Partners, a $260 million private-equity firm which invested in and acquired 25 companies during his tenure. Prior to LLR Partners he was a member of Legg Mason’s Investment Banking group, where he focused on middle market M&A and corporate advisory assignments.
Channing is very involved in the Los Angeles and San Diego business communities, and regularly appears as a panelist or speaker for multiple organizations including ACG, EPI, EO, CFO Leadership Council, Southern California Institute, and more. He has also been recognized many times for his excellence in investment banking. Most recently he was chosen as an Investment Banking Visionary for 2022 and for 2021 in the Banking and Finance Magazine created and published by the Los Angeles Times. He was also recognized this year by the Los Angeles Business Journal as a Leader of Influence: Investment Bankers 2020 and 2021.
Mr. Hamlet has a master’s degree in operations research and a bachelor of science in mechanical engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.finra.org) SIPC (www.sipc.org). Objective Capital Partners, LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.
Connect with Channing
https://objectivecp.com/
https://www.linkedin.com/in/channinghamlet/
Raphael Collazo is a licensed commercial real estate agent specializing in retail and multi-family properties. Transitioning from a career in software, Raphael brings a strong technical background and a love for dissecting complex problems to his client interactions. These characteristics enable him to provide innovative and effective real estate solutions to help his clients get the most out of each transaction. As a real estate investor himself, Raphael is acutely aware of what investors look for when evaluating commercial property. As a result, he’s able to offer a unique perspective and help his clients make the best possible decision based on their financial goals.
Prior to joining the Grisanti Group, Raphael worked as a software implementation consultant for FAST Enterprises, a software company that provides C.O.T.S software products to government agencies. Having lived and worked in various locations around the United States and abroad including Pordenone, Italy, Phoenix, Arizona, Washington D.C, San Juan, Puerto Rico, and Louisville Kentucky, Raphael has gained a unique understanding of cultural intricacies and has leveraged those experiences to expand his professional network to better serve his clients.
Along with being a full-time commercial agent, Raphael is also the author of the Millennial Playbook series, a book series that focuses on personal and professional development topics for young professionals. He wrote his latest book, "Before You Buy That Building" to help business owners with the often difficult process of purchasing commercial real estate. As a performance coach and speaker, he's also had the opportunity to speak to thousands of students and professionals on a wide range of subjects.
Raphael graduated from Arizona State University in 2013 with a bachelor's degree in industrial engineering and a minor in economics.
https://www.raphaelcollazo.com
Rob is the co-founding President of Pelorus Equity Group, the leading provider of value-add bridge commercial real estate loans to companies in the cannabis sector, and has more than 18 years of experience in the real estate finance industry. Rob’s primary role at Pelorus Equity Group is the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company’s growth into new markets and as an underwriter of transactions. Rob also oversees the direction of the marketing programs to borrowers, brokers and investors. Today, Pelorus raises several million a month through the company’s investors and equity partnerships.
Rob joined Pelorus in 2010 after several years in the California real estate market. In 2018, Pelorus launched the Pelorus Fund where Rob is currently the manager. The Fund converted to an REIT in 2020.
https://pelorusequitygroup.com/about/
Amanda Friedlander graduated magna cum laude from Loyola University Chicago in 2018 with a degree in Advertising Creative, among the first class of graduates at Loyola to complete such a program. She has since specialized in professional services public relations and marketing, with experience in website design and accessibility, copywriting and editing, social media and web analytics, SEO, lead generation, and event planning and promotion. She comes to Willard Jones with a passion for storytelling, problem-solving, and Chicago culture in all its forms.
https://willardjones.com/about/
Charlie Van Derven has coached and worked with financial professionals since 1998. Throughout his career, Charlie has worked with recognizable names such as Morgan Stanley, LPL Financial, Farmers Insurance, UBS and others, to assist in developing digital strategy. This successful work with major firms gives Charlie a unique glimpse into the interaction between corporate compliance and their sales channel, resulting in successful marketing and business development campaigns.
Charlie founded Social Advisors in 2013 after years of leadership roles with major marketing and business development firms in the financial services industry. He is also the host of the popular podcast RIA Collective.
Today, Social Advisors offers clients an entire complement of professional support. Their product suite provides all the knowledge and tools necessary for financial professionals to scale their growth.
As a father and husband, much of Charlie’s time outside the office is dedicated to family. In his spare time, you’ll find Charlie paddle boarding, golfing, RVing across the country or rehabbing his home in Florida.
https://www.social-advisors.com/
Corey Kupfer is a deal-driven growth strategist, negotiator, deal-maker, speaker, and attorney. He is the founder of corporate and deal law firm, Kupfer & Associates, PLLC. He’s also the founder of DealQuest, host of the weekly DealQuest Podcast, and author of Authentic Negotiating.
Deal-Driven Growth - Your Ticket to Freedom | Corey Kupfer
Brent Britton is a Founding Partner of Core X Legal. Since the early 1990’s Brent C.J. Britton has been assisting entrepreneurs and technology companies of all sizes in corporate and intellectual property transactions. A dot-com era Silicon Valley veteran, Britton’s legal career has included tours of duty in several major firms in San Francisco, New York City, and Tampa. Brent has been a prominent voice for the cultivation of Tampa’s entrepreneurial ecosystem while maintaining strong roots in the San Francisco Bay Area’s emerging companies community. Brent's clients range from startups to international conglomerates in the fields of digital media and software development, video games, AI, virtual reality, data analytics, education, mechanical devices, entertainment, telecommunications, healthcare, cybersecurity, blockchain, and cryptocurrency. Britton’s legal work covers a full range of services of value to technology companies, such as corporate formation, venture funding, technology licensing and transactions, intellectual property strategy, privacy, data security, digital token sales, and a broad spectrum of regulatory advice. A former computer scientist and software engineer, Brent is the only lawyer who holds a graduate degree from the MIT Media Laboratory. Alongside his Master of Science from MIT, Britton also holds a Bachelor of Arts in computer science from the University of Maine and a Juris Doctor from the Boston University School of law. He's the co-founder of several startups, and he writes and speaks frequently on entrepreneurship, creativity, ethics, and the philosophy of happiness and success. Brent’s book, “Ownability,” an introduction to intellectual property law, is available on Amazon.com.
https://www.amazon.com/Ownability-How-Intellectual-Property-Works/dp/0615825958
https://corexlegal.com
Ruben is the co-founder and co-CEO of Forum Brands, leading its Mergers & Acquisitions team.
Ruben began his career in investment banking at Credit Suisse in London, and then joined TA Associates, a US-based growth private equity firm investing out of a $9bn fund globally, as an investor in Consumer and Tech. While at TA, Ruben was actively involved in driving buy-and-build strategies of some of TA’s portfolio companies which resulted in more than 20 executed acquisitions, expansion into more than 10 countries, and significant value creation for shareholders. Ruben was also on the board of 7 different companies interacting closely with founders and CEOs.
Ruben holds a master’s in engineering from Ecole Centrale Paris and an MBA from Stanford Graduate School of Business.
He is on a mission to identify and build the next generation of world-class consumer brands through technology and strategic deal-making.
Forum | We Buy & Build Amazon FBA Businesses
I have been in the e-commerce space since 2016 in a variety of roles. I have been on both sides of the Amazon platform and have gone from having no choice but to be resourceful and scrappy to working with large teams and significant resources to grow sales and streamline operations.
In July, I will begin managing OnePlus’ Amazon Retail account for the United States.
I have:
- Launched a successful crowdfunding campaign on Indiegogo
- Lived in China to source from factories and validate production
- Owned and operated a Seller Central business originating from the crowdfunding campaign
- Worked at Amazon as a Vendor Manager, overseeing two multi-million dollar P&Ls
- Sourced PPE and Professional Medical Equipment for Amazon’s Medical and Covid Rapid Supply Expansion Task Force
- Consulted for Sellers and Vendors at an Ecommerce Agency
- Managed a multi-million dollar brand for Razor group, an e-commerce aggregator
What are some questions and topics you enjoy talking about?:
- What vendors get wrong about Amazon
- Interesting developments in the E-commerce space
- Amazon Seller vs Vendor Central
- Amazon culture and understanding Amazon's priorities
- How Amazon has changed over the years
- What its like being on both sides of the Amazon platform
- Common mistakes I've seen sellers or newbies make
- Crowdfunding advice
- My experience in China visting factories and sourcing new products
- Amazon's Covid-19 response and the Covid-19 Rapid Supply Task Force
Todd is a businessman who has founded businesses since he was 18. He currently owns ValuePlays, a company that provides information on investment ideas. Todd updates readers about his business ventures, and he also writes for various publications and appears on television shows. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference” (which is a real conference). The idea, Audiovoxx, was the top performing stock over the following year. In 2015 he presented before the same conference and has made several stock investment presentations for the Manual of Ideas “Best Ideas” Conferences (which are also real conferences). In December 2019 Todd closed his hedge fund so he could focus his energies on entrepreneurial opportunities in the cannabis space. Today Todd shares his experience investing in the cannabis industry with us!
Jim Remley left high school at 17 to join the Army and then got into real estate. His career started off well, and after serving in the Army he quickly became one of the most successful agents in his area. At 24, Jim opened his own firm and grew it to 17 offices—making it the largest independent real estate firm in Oregon. After selling the business, Jim went on to become an instructor for the National Association of REALTORS® as well as co-founder of the Luxury Home Council. He has appeared on numerous television shows and been interviewed on CNN's Open House . Today Jim leads one of the largest real estate firms in Oregon, closing 2600 transactions a year and over a 1.4 Billion dollars in sales volume with just over 220 active Brokers. As a current Real Trends 500 Broker leading one of the real estate firms in America, Jim has one mission: to help agents grow their businesses through teaching them how to recruit top producing agents!
AJ Aluthwala is the Co-Founder and CEO of KallistoArt Online Marketing, a 14-year-old company specializing in online advertising. KallistoArt creates high-conversion websites for small businesses, as well as produces top search engine ranking results for companies of all sizes through local or nation-wide campaigns. The company has created over 40 mobile apps for entities in North America and around the world. Today AJ talks to us about investing in apps!
David is an investor and a business revenue maximizer for engineering and technology business owners. He can speak about a very wide range of topics, from his time as a Weapons Engineer Officer in nuclear- and diesel-powered submarines to his experience as the CEO of the only security company in Canada licensed to provide armed security inside nuclear power plants post 9-11. Today David teaches us How to 10x your valuation!
Don Spafford has a background in finance and securities investing. When his wife became a realtor, he was inspired to learn how to invest in real estate. His family moved from Nebraska to Idaho in 2015, where things got exciting for him. Don discovered Bigger Pockets, which accelerated his learning and motivation to get started. He bought his first property, a four-plex, in 2017. Two years later he moved into commercial real estate, working with ground up development projects and eventually landing with Happy Camper Capital providing syndication opportunities in RV parks. Today we'll learn from Don about investing in RV parks!
Jeremy Neilson is the co-founder and CEO of Assure. Assure provides fund administration services for private equity funds, including private equity groups and crowdfunding platforms. Assure’s team manages more than 3,500 special purpose vehicles and produces more than 30,000 K-1s annually. Mr. Neilson has provided support and leadership for some of the most innovative and dynamic industry initiatives in the U.S.—including launching and managing the State of Utah’s $300 million Fund of Funds program and providing due diligence and advisory services for the U.S. Small Business Administration’s $1-billion early-stage venture capital initiative. Today we learn what an SPV is!
Anthony Nitsos is a SaaS expert, author and finance professional who helps SaaS entrepreneurs optimize their financial strategies to grow their businesses. Today he's going to teach us about SaaS Finance Fundamentals!
David Richter is an active real estate investor who helps others close deals. He has been essential in closing over 850 deals over the last 7 years, including wholesale, turnkey, brrrr, owner finance, rentals and lease options. While growing his business from 5 deals a month to over 25 deals a month, he realized that as much money was coming in as it was going out the door. With the unique opportunity of being in every seat as a real estate investor, David found his calling in the company’s finance seat to help businesses see where their money really went. He has helped real estate companies completely turn around from going out of business to building cash reserves by using Profit First Financial’s cash flow system. His goal is to completely transform the Real Estate Investing industry when it comes to how real estate investors view their finances. Today David teaches us some useful habits regarding real estate investing
Brian Esposito is the founder, CEO, and chairman of Esposito Intellectual Enterprises, which he founded in 2010. He was recently recognized for his work with Nodle—the world's largest wireless network and ecosystem of connected devices. Before that, he also worked on TurnCoin and VirtualStax—two projects that launched through TheXchange. TheXchange is a company behind VirtualStaX & the VirtualStaX App: A people-driven platform that empowers individuals to achieve their dreams, while giving their fans a vehicle to support them, share in their journey, and participate in their success. TheXchange currently has the public support of Drew Brees, Patrick Mahomes, Randy Jackson, and Jean de Villiers—and for one of his early businesses which ranked among The Fastest-Growing Private Companies by Inc. 5000 for six consecutive years. Today he gives us some Tips for Deal Connectors!
Dave Marx is the CEO of Front Runner Consulting, an M&A intermediary for acquisitions and an executive financial sponsor. He also works as an recruiter for talent acquisitions. With experience in investment banking and executive recruitment, he manages a database of 24,000+ investors & senior level executives that provides his company with proprietary, exclusive deal flow (business investment opportunities) & talent acquisition capabilities. Dave works with thousands of internationally based investors ranging from strategic buyers, PEGs (Private Equity Groups), family offices, investment bankers, venture capital & angel investors covering all industries with a transaction value of USD $5 million to over $100 million. Today Dave speaks to us about recruiting owner operators!
John Marsh is the co-founder of Marsh Collective, a podcast host and serial entrepreneur who helps steward over $1 billion in redemptive real estate in small towns across America. John and his team have created what they call "Irreplaceable Real Estate" and pioneer historic downtowns as a new asset class of real estate. Today, John shares his story!
Nathaniel is a Top Ranking real estate professional in California and has been running a group of agents for over a decade. He is the founder of Getzels Group, which has now been acquired by Compass, specializing in selling luxury properties. Nathaniel has been investing in real estate for over 20 years and hosts a weekly Real Estate podcast, while also having a network of agents spanning across several countries. Today he speaks to us about buying and selling celebrity homes!
In 2016 Mike and his wife left their corporate jobs to dive into real estate. Two years later, they have launched two real estate businesses across multiple asset classes, combining tremendous cash-flowing financial returns with incredible tax benefits. They are active land investors as well as partners in more than 1,200 units of multifamily assets. Today Mike talks about investing in land!
As a motivated business leader, Casey is a passionate entrepreneur who got his start owning a home service franchise. After nearly a decade, he successfully exited his role with 90+ franchise owners and over 600+ employees. Casey went on to co-found Cultivate Advisors in 2013 which is now one of the largest small business advising firms in North America. As the CEO of Cultivate, his team has helped thousands of business owners reach their growth objectives through core business skill development and scalable systemization.
Cultivate has ranked high on the Inc 5000 list for the fastest growing businesses in the United States for the last four years in a row. In addition to advising, Cultivate has built and acquired other brands such as Breakwater Accounting Group & Performance Platforms. Employee count has grown for Cultivate from 2 to 120+ in the last 7 years. The mission of Cultivate Advisors is to partner with committed entrepreneurs to propel their business beyond expectations.
Cultivate Advisors is one of the fastest-growing business advising firms in North America. Cultivate Advisors has 400+ 5+star google reviews, with over 60+ W2, expert business advisors, that have all managed and scaled their own businesses before. Cultivate Advisors has worked with thousands of business owners between $200K and $50M in top-line revenue.
Casey has personally developed the 5 stages of the entrepreneurial journey (Hustler, Experimenter, Visionary, Systemizer & Influencer) and also created the Propeller Methodology that guides owners through the turbulence of entrepreneurship. The propeller starts with Financials, then dives deep into Sales, Marketing, Leadership, Recruiting, and Productivity that will all factor into the growth of a business.
Cultivate uses this methodology to assess the gaps and opportunities in each business. We then create a tailored roadmap that will guide each business to their vision and destination. Owners learn on the job, by partnering with Cultivate we turn business owners into CEO’s.
William De Temple is a seasoned senior executive and Board Member with more than 40 years of experience and accomplishments in multiple industries both domestically and internationally. He is passionate about helping companies grow, and he knows how to recruit, build, and lead management teams that consistently outperform the market while achieving the highest possible bottom-line results. Mr. De Temple is Chairman Emeritus of the Leadership Business Council and a number of operating companies. He also serves on the boards of Turnaround Management Association, the Association for Corporate Growth, the Tiger Bay Club, Kiwanis International, where he was named "Volunteer of the Year" in 2005, and dozens of other civic organizations. Today he speaks on building a 100 million dollar business!
Ray Drew is Managing Business Development Officer at Fund-Ex Solutions Group, a company that provides SBA 7(a) loans to help entrepreneurs and small business owners. He's also the host of The Art of SBA Lending Podcast and recently launched the SBA Ray YouTube Channel, where he shares expert advice on all things SBA. Today he teaches us what the SBA 7(a) Loan is!
Rick Batenburg is the chairman of the board for Clear Cannabis, Inc. In addition to his role as chairman, he holds managing positions in several companies: BATMANN Consulting, Inc., an operational and strategic consulting company to cannabis-related and non-cannabis-related businesses, where he has served as both CEO and President since its founding in March 1997. Redwood Investment Partners LLC d/b/a Bonsai Cultivation, a cannabis cultivation company, where he has served as the chairman since its formation in January 2017. BB Talent, LLC, a talent management and production company; this is just scratching the surface of his credentials. Today Rick speaks to us about building our board of directors!
Sean Phalon dropped out of college at the age of 19 and started working in the finance business. He built up a diverse and strong background in the industry, including experience in structuring business growth, private equity financing, and mortgage lending. At 22, he launched an internet lending division for a traditional mortgage company, and increased sales by 15% in its first year. After several years in corporate, Sean decided to start an independent mortgage lending branch, which he was awarded top branch for growth in 2018. He has since been named 5-Star Mortgage Professional 4 years in a row; received the Top 5 AREAA A-List award and is a Top 1% Loan Originator nationwide. He has also served on the national board of AREAA for 2 years as mortgage committee chair—a national real estate trade organization with over 17,000 members. As a serial entrepreneur, Sean is also an avid investor in real estate. Today we learn from Sean how to grow a residential mortgage company!
Andrew Gazdecki has been an entrepreneur for as long as he can remember. He likes to build stuff, mostly companies, and tell their stories in a way that goes beyond what the companies do to how they're changing markets. Andrew has started two companies, Bizness Apps and Altcoin.io, both acquired. He has been featured in The New York Times, Forbes Magazine , The Wall Street Journal , Inc.com , and Entrepreneur Magazine as well as prominent industry blogs such as Mashable, TechCrunch and VentureBeat . Today Andrew teaches us about acquiring startups!
Jeni is the owner, president, and principal broker at Transworld Business Advisors of Beverly Hills. Over the last 15 years, Jeni has worked with companies ranging from tech startups to restaurants, retail, transportation, and manufacturing firms on successfully achieving their business goals and maximizing their value. She has extensive knowledge across many aspects of business transactions. Today the Beverly Hills broker shares her story!
Lauren C. Templeton is the CEO and founder of Templeton & Phillips Capital Management, LLC. She also serves on the board of directors for publicly traded companies including Fairfax Financial Holdings, Ltd., Fairfax India Holdings, Ltd., and Canadian Solar Inc. Before co-founding her firm in 2001, Ms. Templeton worked at Morgan Stanley, Homrich Berg and New Providence Advisors—a hedge fund management company—based in Atlanta, GA. Today she speaks to us about Harnessing The Power of The Bear Market!
Joe is a passionate entrepreneur who enjoys creating solutions for others. His company, OnDemand Storage, offers customers of all types the best storage solutions available. Today Joe teaches us about deal generation for private equity groups.
Bry launched and exited an insurance agency and then launched an ecommerce business focused on building high quality brands and launching on the Amazon marketplace. As a successful entrepreneur, Bry talks to us today about launching profitable products.
Neil Twa is the co-founder and CEO of Voltage Digital Marketing. He has been building and advising private label e-commerce businesses for the last nine plus years. As of today, he and his clients have sold over $100 million in physical products primarily through the Amazon FBA sales channel. Neil shares his blueprint for how to build an online business that can generate a passive “almost automated” six-figure income in just 12 to 18 months. And how to set up the business for potentially millions in sales within 18-24 months through a 'pay as you profit' consulting + performance driven business mentoring model.
Daniel Felt is the founder and chief executive officer of Kura Home, a home service franchise. Since starting in 2016, Kura Home has grown from Daniel's garage to four different states and 32 employees. Focusing on high quality work at a fair price, Kura Home services over 600 homes per quarter while completing their routine maintenance needs. In his free time, Daniel enjoys being a husband, father, camping and hiking with his family, marathons and Ironman triathlons. He is also a private pilot and certified home inspector. Today he speaks to us about how he franchised his service business!
Brad Blazar, previously the CEO of a small oil company, is a highly sought-after speaker on how to raise capital and launch funds. Having raised more than $2 billion dollars, he now mentors others around the world as part of a global coaching business on how to raise funds from high-net-worth investors to build, buy, and scale a business—or fund a special project like real estate. His expertise includes working alongside many large real estate syndicators and top financial services firms. Today he speaks to us about Key Concepts Of Raising Capital.
Oren Schauble is a serial entrepreneur and builder. He served for years as president of Unrivaled Brands, a public west coast cannabis MSO.
Oren is a founding partner of Guinn Partners, a successful high-tech product development agency in Austin, TX. He served in leadership and advisory roles in marketing at startups such as TrackingPoint, Lift Foils, 3DR, Hangar Technology, and more.
Oren co-hosts a Top 100 entrepreneurship podcast about building businesses, products and interesting lives called 'Builders Build'
Jalal John Azar is a valued executive who, leveraging his years of experience and education, delivers lasting and impactful solutions. A very result-oriented leader, he motivates and inspires the people around him to deliver best-in-class services and build strategic partnerships. Today Jalal teaches us what a Co-GP fund is!
Jeremy Blubaugh is Chief Prospecting Officer for Coinflip Marketing and loves finding new business opportunities. "I help you open doors by strengthening existing relationships." Says Jeremy. Today Jeremy speaks to us about landing calls with difficult or high value customers and what to do once you get them!
Edward Mbeche, founder and CEO of Halen Super App, has over 20 years in the transportation and hospitality industries. Edward is the author and founder of Halen, a super app combining rideshare, food, retail delivery. He teaches us how to build a team with limited resources in this interview!
Anika is a mother, community volunteer, philanthropist, brand strategist and podcast host for Your Brand Amplified©. She has done it all as a marketer—experiential marketing/ event production, launch marketing, public relations, digital and influencer—throughout her multiple decade career. Today she speaks to us about Marketing and Branding for dealmakers!
Helping 6-figure earners gain control of their finances to secure 7 figures. 🏁 🏃🏾♂️ 🏁 ARE YOU READY?!! Financial Coach | Fractional CFO | Financial Podcaster
Peace, my name is Eric McLoyd… and I am YOUR CFO. 6️⃣-figure earners 🧒🏾 🙎🏾♂️ come to me when they want to gain control of their finances to secure 7 figures.
Do any of these sound familiar? Good at making money but bad at managing it, need help to grow your money mindset, or need help being fiscally responsible in your business.
Is that you? Good… because whether it's getting your personal finances under control 💵 or better using finance to run a business 🎯, I do THIS! I got YOU!! 👍🏾
I help 6️⃣-figure earners through my signature financial coaching program YOUR CFO where I provide the accountability, guidance + structure needed to:
1- Deactivate negative $ beliefs + behaviors
2- Improve financial literacy
3- Understand current financial situation
4- Implement 7 figure goals
5- Track your progress
6- Create your money team
7- “Become” a millionaire
Here's what my clients are saying: 🗣🗣🗣
🗣- After working with Eric for 3-months, he helped me create a new mindset about my relationship with money, implement systems to properly budget and track my expenses, and be accountable for my cash flow. S.Steward
🗣- Eric's Your CFO program has been an amazing addition to MLP! He helps me wrap my mind around business growth, leveraging my employees, and the financials of being an entrepreneur. He always leaves me with something to think about and it is because of his guidance that I finally feel in control of my destiny as a Woman-Owned, Black Owned business owner! M. Pressley
🗣- Having the opportunity to work with Eric has strengthened my mindset and positioned me to succeed. The accountability of becoming more of a professional from his coaching; helped to improve not just my business qualities but also my life to take on this journey. O. Melbourne
I’m most proud of …
🏅 Being a Husband and Dad to my wife + 3 children
🏅 Earning an MBA in Corporate Finance
🏅 Passing FINRA Investment Adviser Series 65 Exam
🏅 Having been an award-winning life + health insurance recruiter + producer
🏅 Starting my podcast Money Sex Gen X
🏅 Founding + leading several Chicagoland economic development institutions
🏅 Helping over 100 entrepreneurs of color fulfill their dream of becoming business owners + non-profit leaders
🏅 Helping my clients increase their net worth by an average of 1 million dollars.
🏅 Surviving “the trap” to find purpose in life.
Richard Beliveau is the owner and CEO of Volnay Capital, where he oversees all aspects of development projects for both rental properties and condo conversion opportunities. He identifies opportunities and negotiates purchases/renovations. He hires attorneys, contractors, and architects as well as oversees all aspects of Volnay Management's condo association management business in and around Boston. Additionally, he owns V 10 development which focuses on large-scale permitting and construction as well as real estate brokerage named Evo real estate group. Today Richard speaks to us about making deals, and land entitlements!
Hi, I’m Ladislas Maurice
If you’re reading this, the odds are that you are also intrigued about investing outside your home country—preferably somewhere with higher growth potential or yields. You might also wish to safeguard and grow your wealth in these uncertain times.
You see how a lot of governments have unhealthy balance sheets and debt levels, and you would like to diversify internationally to not have all your eggs in a single basket. Regardless of what your neighbours, friends and family think, it’s a very sensible thing to do—and you’ve come to the right place.
I made a lot of the “right moves”: I obtained a business degree in Canada before getting a Master of International Business and Law at the University of Sydney. During the Great Recession, I was lucky enough to make it through all the interview rounds at the Nestlé headquarters in Switzerland. This was the beginning of a 7-year corporate journey which led me to the executive board of Nestlé Ghana in charge of running a $90 million dairy business across 4 West African countries.
Age 30, after a fantastic experience, great learnings and profitable side investments—I cashed out & wandered off. I wanted to deepen my investing skills. Since then, I’ve been traveling the world and making deals and investments in various markets on a small scale, personal level.
My method is that I never rush. I go somewhere, and stay there for a few weeks or months. I build a network, do thorough research and due diligence, and make my moves. By acting this way, I can mitigate the risk of investing in higher growth and yielding markets. Such an approach is also what I use to investigate various asset classes.
People constantly ask me how I do things and how they can get started. I’ve made some fantastic investments over the years, as well as some (expensive) mistakes. My blog is about sharing some thoughts and tips along my journey
Maurice is a Business and Law School graduate in Canada and Australia, a former executive board member of Nestle in Ghana, and is now a full-time investor with a focus on emerging and frontier markets. Today Maurice speaks to us about international deals and investing outside of your home country!
John Titolo Jr. is a North Carolina-based entrepreneur who focuses on real estate financing. In today's episode, he shares his advice for working on big deals in the industry.
Maury McCoy is the president of McCoy Associates, a consultancy that works with investment managers to help them raise money from like-minded investors. Maury has raised over $250 million from foundations and other clients. His research on micro-caps has been published by the IMCA (Investment Managers Consultant Association) and he is a member of several blockchain organizations. Today, Maury speaks to us about blockchain technology, hedge funds, crypto, and more!
Dion Pouncil is a student of life, husband, father, teacher, and a licensed financial service professional. His broad experiences in life have helped him narrow his focus on the priorities of his mission: helping 76 million people improve their lives through trading and financial education. He plans to exceed these goals through his role as Principal & Chief Investment Officer at Pouncil Capital and lead instructor at MoneySkool. For Pouncil Capital he partners with institutional investors and high-net-worth individuals to produce absolute risk adjusted performance returns. At MoneySkool Dion teaches everyday people about mindset and creating generational wealth with simple to use, beautifully designed, and easy to understand content on investing, trading stocks options futures bonds forex crypto currency etc.
Brian O’Neill is an experienced real estate investor, coach, podcast host, and author. Brian uses his 25 years of sales experience to structure creative finance transactions with sellers in the Chicagoland area and solve their challenging real estate problems. He believes that mastering the phone is a critical skill to learn when talking to sellers and creating winning deals. Brian is passionate about giving back to the community and believes that helping his clients realize their dreams is one way he can do that. He currently lives in Chicago with his son and loving wife
NNN investments and what makes real estate valuable. Or, Land, Timber, and HIBU
My experience being land rich and cash poor and what I’ve learned about creating exponential value and ROI through real estate investment. Tim Williams has been working with land and real estate in Florida since 1995. Having been blessed to participate in a family farm in Homestead growing potatoes and other vegetables as a fourth-generation Floridian, with his family, he has had many firsts in agriculture and a few lasts as well when he transitioned from farming to real estate development in 1999. Tim led the Landstar assemblage and entitlements team through their development of over 7000 homes and over 400 acres of intensive commercial development from 1999 through 2010 ultimately adding over a billion dollars in value to the tax rolls of the City of Homestead. Since then he’s been managing the family office and investing in NN and NNN Leased real estate and doing some consulting for development in the SE USA while extracting about average returns from family-owned ag land. He particularly enjoyed his time with the City of Live Oak where he served as their CRA director for a few years delivering all their planned projects during his tenure.
Joe Killinger has been an active member in the real estate industry for many years, wearing different hats, and at times multiple hats! Over the years he has been an Agent, Investor, Syndicator, Founder and Operator of companies as well as properties he invests in. His expertise has been developed over the past 30 years. During that time he has been personally responsible for the sale of and/or directly involved in the marketing of over 5,900 assets, resulting in closed transactions totaling over 900 million dollars
Jake Harris is an author on distressed commercial real estate, bringing 18+ years of experience in real estate, construction and investment management, and has been a featured national speaker on his expertise. Over the past 6 years, he has managed, developed and acquired $200m+ in projects and over $250m in the development pipeline, primarily focused on San Antonio and central Texas. Jake loves to build relationships and communities. Above all he is a family man, fathering two adventurous boys and a newborn daughter with his wife
Building, Scaling, and Selling 10,000 Tech Companies in 10 Years
Project 10K has combined a Venture Studio with a Software Development Firm with a Growth Hacking Agency with a Venture Capital solution and so much more. Project 10K is the ultimate Co-founder for every tech company based on the track record of the team along with the existing infrastructure which includes everything a tech company needs to build, scale, and eventually sell from product management, software development, UI/UX, go-to-market, branding, press, business development, sales, legal, fundraising, bookkeeping, operations, customer support, exit planning, project management and more. Project 10K will BUILD, SCALE, and SELL 10,000 tech companies over the next 10 years by transforming a napkin idea into a limitless scale company on the road to an exit. Project 10K will democratize the entire technology industry by giving anyone committed the chance to become a tech founder regardless of their age, gender, ethnicity, educational background, etc. Jared Yellin is a parallel entrepreneur who focuses on launching companies that even the playing field. From marketing solutions to educational platforms, simple sales training, and so much more, Jared has supported over 100,000 small business owners over the past 10+ years. He brings a depth of knowledge on marketing and scaling a business (while “having it all”) that is not only diverse but is also extremely practical and proven. In fact, his no-nonsense style of growth allows people of all levels to thrive when it comes to meeting and exceeding their goals.
► What I do?
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► I help brand new sales professionals quickly scale to 6-figures in their first year.
► I help sales professionals master negotiations, setup & crush goals and structure their businesses to maximize their lives.
✔️ Real Estate Agent, Leader and Investor
✔️ Best Selling Author
✔️ Speaker
✔️ Business coach
✔️ Real estate sales director
✔️ Leading and mentoring 15+ agents
✔️ Top Producer Selling 40+ homes per year
A results-oriented professional with a robust background in sales & management coupled with extensive experience in marketing and account growth.
Proven ability in leading teams for business development and profitability.
Tenacious and a proven performer with demonstrated ability to strategically increase business, and known for consistently surpassing sales goals and account retention objectives.
Management style blends motivation, creativity and enthusiasm, along with analytical abilities and a collaborative approach to develop and implement innovative ideas that produce bottom-line results.
► What is my offer?
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► Courses
Click here to learn more >>> https://lukeandrews.teachable.com/
► Books
► Real Estate Investing
► Want to know more?
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📲502-822-0341
🌐https://lukeandrews.teachable.com/
🌐http://luke.homesearchlouisville.com/
📧luke@pittsteam.com
Scott grew up in CT and graduated from the University of Hartford. His career started in Investment Banking, where he learned the art of building relationships and hard work. After three decades of leading companies to greater levels of success around the globe, generating over $6 BILLION in new revenue, Scott made the decision to bring his expertise to the business community through the SalesSCALERS coaching platform, creating and implementing custom business and sales systems for
immediate success. In simple terms, Scott uses his innate passion for helping others succeed, creating wealth and gaining back control of their business, their life! Scott combines this with his
knowledge and understanding that a business can thrive best with thoughtful and implemented systems. Scott is the father of two amazing sons. His passion for the joys of growth of his sons is
reflected in his willingness to get in the game. His leadership skills lead him to coaching youth sports of baseball, soccer and basketball over the years. His oldest son is currently at the beginning of a successful career having served bravely in the Air Force Special Forces, while his youngest son is pursuing his dream of becoming a major league pitcher.
https://www.salesscalers.com
Small Business is the life blood of the economy. Many small manufacturing companies start and grow across multiple generations of the same family. At some point in their life, many reach a point of stability (low to no growth) and lack of interest by future family generations leading to divestiture. Operation by a family is different than operation by investors. Managing this transition to ensure business continuity, employee retention and growth, and customer satisfaction is paramount to ensure success for the investors and retention of manufacturing capabilities in the U.S. Based on experience completing multiple acquisitions of small, family owned businesses globally, we have honed a process to transition businesses between models.
Mr. Ross has more than 35 years of international business, M&A, engineering design, business development and manufacturing leadership in industrial sectors including aerospace/defense, electric vehicle power systems, industrial gases, nuclear power, engineering services, and alternative energy. Mr. Ross’ career highlights include leadership of two early-stage technology companies, four business restructurings ranging in revenue from $10 million to $120 million, international mergers and acquisitions with enterprise value up to $200 million and completing a public offering of Continental Aerospace Technologies on the Hong Kong Stock Exchange. After successfully finishing a career at Continental Aerospace, Mr. Ross has become involved in manufacturing business M&A as an Independent Sponsor, Family Office and a Director of Deuce Drone LLC, an emerging technology company developing last mile package delivery service solutions using small, unmanned aerial vehicles.
Mr. Ross holds a Bachelor of Science in Nuclear Engineering and a Master of Engineering in Mechanical Engineering, both from the University of Florida. After finishing school, Mr. Ross started his career as an officer in the United States Navy’s Submarine Service.
In this highly competitive Real Estate Market getting in contact with a consumer first is extremely important, and by itself can give you a huge strategic advantage. When you couple that with effective and automated follow-up ensuring that nothing falls through the cracks, and no potential customer is left behind you are guaranteed to rapidly increase your sales and more effectively serve your customer which will ultimately lead to satisfied clients, referrals, and repeat buyers Our System Automates the follow up, which saves you time, and drives qualified, interested buyers to call, text, or email you directly, no need to follow up again manually. You just wait for Hot Buyers or Sellers to contact you. The Automated response system is customized to you and the ads that we produce creating a genuine and personalized messaging that does not appear to be automated or spam. Messaging and follow up is delivered via Ringless Voicemail, SMS(Text) and Email We Integrate into most CRMs and well as Email platforms, such as MailChimp for long-term follow up and customer engagement We have 20+ years experience in Real Estate, as Brokers, Agents, Developers, and Property Mangers. We understand the industry in both up and down cycles. We know your Business and we know your customers. Additionally, with 10+ yeas in direct response digital marketing, we have the knowledge and the skills to help you dominate your competition with engaging Ad content crafted with effective calls to action that generates authentic interest with highly targeted audiences. For those interested in high yield investments: Axis invests in acquiring, improving and managing residential real estate, focusing on positively impacting and providing affordable workforce housing in markets with solid foundations and a strong propensity for growth. Our 30 years’ experience and $350 million of new income property provides steady 8% monthly payments and total returns targeted with bonus at 15%.Our diversified portfolio and 360° approach yield higher returns for our investors. We call it our secret sauce. And we’re ready to share those secrets with you. download more information at www.axisincomefund.info
Christopher Avallon started in real estate in 2016, and first learned the business on the investment side through flipping & wholesaling homes. Previously an expert salesperson from the financial world, he decided to become licensed and focus on selling residential real estate. Through hard work, focus, and discipline, Christopher quickly became a top agent, and founded Avallon Real Estate Group to expand his proven systems of marketing, sales, and personal approach that result in highly satisfied clients.
For more information, you can visit the brokerage website at: https://avallonRE.com/ or follow their NJ real estate blog at: https://avallonRE.com/nj-real-estate-blog/
You can also call the office at: (609) 436-5221 or email Chris at: chris@avallonRE.com.
Gordon Firemark practices entertainment, media and business law in Los Angeles. He helps creative industry professionals make deals that make sense, and that get their productions developed, financed, produced and distributed. His practice also covers intellectual property, cyberspace, new media, business transactions, and corporate matters for clients in the fields of media, entertainment, content and digital business.
Mr. Firemark is frequently referred to as “The Podcast Lawyer™”, and is the author of The Podcast, Blog, & New Media Producers’ Legal Survival Guide. (Https://podcastlawbook.com)
He is also a podcaster himself. Since 2009, he has produced and hosted “Entertainment Law Update” (http://entertainmentlawupdate.com), which provides a monthly roundup of news and commentary about the field of entertainment law for artists, lawyers, and other professionals in the industry.
He holds a B.A. in Radio, Television and Film from the University of Oregon, and earned his law degree at Southwestern University School of Law. He teaches Entertainment Law at Columbia College Hollywood, Intellectual Property and Media Law at Fashion Institute of Design and Merchandising, and Contracts at Pepperdine Law School. Before starting his own firm, he was a partner in The Business Affairs Group, and worked in the legal and business affairs departments at Hanna Barbera Productions and the MGM/UA Worldwide Television Group.
More about Gordon at Firemark.com
Marc Portney, is an American Entrepreneur, Investor and Business Advisor.
His street smart insights and deep knowledge of the retail landscape are invaluable when assessing the commercial viability of new products.
As President of Globlasource Infrastructure Partners, an international player in product development, manufacturing & sales, Portney works diligently to bring new products to market.
Marc is honored to be one of HSN's All Star Entrepreneur for their American Dreams initiave.
As an investor, Portney heads a group of vc, who participate in high potential deals that he brings to the table.
Marc appears in the new Science Channel series ALL-AMERICAN MAKERS. The show features four amateur inventors each week, eager for an opportunity to take their product to market. Judged by two master makers, Brook Drumm and Brian Roe, and business magnate Portney, each inventor’s product is shown to consumers, broken down and examined to test their mettle and ultimate marketability. Portney and his team of savvy experts then decide if any of the inventions merit financial investment.
HomeJab is America’s most popular and reliable on-demand professional HDR real estate photography and video service for real estate pros. Lightning-fast high-end visual production offerings also include immersive 3D interactive tours, floorplan creation, affordable virtual staging, and turnkey aerial services. HomeJab’s efficient one-stop-shop features affordable and customizable shoots that create the most engaging visual content for marketing your property. HomeJab is available in every major US market in all 50 states.
Joe Jesuele is at once a real estate entrepreneur, internet efficiency innovator, passionate problem solver, and one of the nation's top real estate visual content experts.
Joe is the founder and CEO of HomeJab, America’s most popular and reliable on-demand professional real estate photography and video marketplace for real estate pros. Joe oversees an operation that has delivered more than 4,000,000 images to help agents sell and rent more than $35 billion in listings.
Born and raised in Hillsdale, NJ, Joe graduated from Villanova University with a BA in economics and a minor in entrepreneurship. He started his real estate career at Marcus & Millichap, a top commercial brokerage firm, as an investment broker. His life-long career in real estate includes co-founding an online mortgage company as well as building new homes and marketing them for sale, which led to the creation of HomeJab.
Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast.
Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ‘90s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America.
Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month.
Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters.
If you’re serious about making money in the real estate investment business, then you can’t afford to miss this complimentary webinar! GET INSTANT ACCESS : www.3Paydays.com
I have had multiple careers within the real estate industry spanning more than 25 years. During the 1990’s, I built more than 100 single-family homes. From '94-2000, I owned a Realty Executives franchise in Massachusetts, before selling my company to Coldwell Banker.
Today, our family-owned business in Newport, RI still buys 4 to 10 properties per month via lease-purchases and owner financing. We have engineered more than $75 million in transactions.
I am passionate about continuing education and helping others grow to their real estate investing business to its full potential. This compelled me to begin sharing my strategies and insight with others who want to build wealth outside their core business. I have coached more than 30,000 people throughout the U.S. and Canada during the last 17 years.
When I meet a new student or partner, I often find they are frustrated with the hours of hard work they’ve invested is not producing wealth outside the business. They feel trapped and ready to give up. They crave straightforward and proven strategies they can apply quickly to get off the never ending treadmill.
Worse yet, most of my students previously purchased “training programs” from other so called “experts” and never received an ounce of support from the “guru.”
My approach is different.
I teach and mentor how to apply the principles of success I use every day in building my business. Most importantly, I love working in the trenches alongside our partners; getting my hands dirty and showing them how to avoid mistakes and where they can succeed.
In addition to working with me one-on-one, our partners also benefit from the collective strength and wisdom of my entire team. We are family-owned business so our partners get all of our expertise — not just mine, and that creates powerful results.
Free giveaway:
Free Master's Class: www.smartrealestatecoach.com/mastersclass
Free Strategy Call: www.smartrealestatecoach.com/action
Social media links:
Website: http://www.smartrealestatecoach.com/
Podcast: https://www.smartrealestatecoach.com/podcast
Facebook Page: https://www.facebook.com/smartrealestatecoach
Google +: htt
Tim is on a mission to instill success principles in our youth from an early age. By teaching children valuable life skills like pursuing excellence, facing adversity, serving others, and building self-confidence, we hope to enable them to challenge the status quo and to focus on never-ending improvement.
Tim is the Founder & CEO of Legacy Wealth Holdings. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy).
Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments.
https://legacywealthholdings.com/
https://littlelegacylibrary.com/
What my friends think I do:
My mom tells people, "I really don't understand what he does, but I know it is very important!"
Official Bio:
Kevin T. Sheilley became the President & CEO of Ocala Metro Chamber & Economic Partnership (CEP) in December of 2012 following the merger of the Ocala/Marion County Chamber of Commerce and the Ocala/Marion County Economic Development Corporation. The CEP represents the fourth start-up Chamber/ED organization Sheilley has lead.
Sheilley’s strategy of aggressive and coordinated efforts in business attraction (new business), business retention (existing business), and business creation (entrepreneurship) coupled with a focus on education and workforce development have made him a respected leader in innovative regional development.
He has worked in Chamber/ED organizations in Kentucky and Tennessee. He is a recipient of the Florida Association of Chamber Professionals Executive of the Year award (2021) and was named Person of the Year by Ocala Magazine (21).
Sheilley is a native of Louisville, Kentucky, and a graduate of Union University.
https://ocalacep.com/
Suggested Interview Title:
Twenty million dollar raise in two months
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How Multifamily investing reduces capital gains
Share Your Bio and Contact Info Here (Web, Social, and if you want to share your email and phone number)
Eddie Austin
3 Point Bio
W2 employee to before leaving cooperate America at age 37
Serial Entrepreneur
Founder of JE Capital Fund II a Multi-family Real Estate 506 syndication fund
LinkedIn - https://www.linkedin.com/in/eddie-austin-9358821b5/
Doing Diligence On Your First Business Acquisition
1) Biggest 5 Mistakes People Make Doing Diligence 2) War Stories to Support Each Mistake 3) Why Diligence is so important on a biz acquisition (why a lie told by the seller will turn into 3-5 times that lie for the buyer)
Elliott is an expert in the acquisition of small and medium-sized businesses. He helps first-time buyers/investors manage through the challenging and nuanced due diligence process. He’s been in this space over 15 years. His burning desire is to take clients through a comprehensive diligence process and guard them from expensive mistakes based on his vast experience in the deal business.
Twitter: @ElliottEHolland
LinkedIn: www.LinkedIn.com/in/elliottholland
Email: eholland@guardianduediligence.com
Phone: 404-441-2637
Niki Bell is the founder of an International Investment Consultancy for investors. She has worked with investors for 12 years in different capacities. Her driving force is formulating investment strategies whether in the area of Investor Relations, Chief Financial Office, or DealMaker. She helps them to fulfill their needs and reach their financial goals.
She represents investors in the private industry and their investments, before companies they invest in go public. She represents private investors, wealthy families, Angel investors, venture capitalist, private equity, etc. She informs her clients about the risks that they are taking with their money.
Niki Bell is a powerhouse and brings her gifts from her multitude of careers in the past. She has experience in the following areas:
12+ years as an International Investment Consultant. She has had deals in industries, for example, such as: biotech, technology, digital, e-commerce, Big Data, cybersecurity, agriculture, pharmaceutical, health care, mental health, wellness, distribution, commodities, manufacturing, industrial, construction, commercial real estate, zoning, etc. In addition to, stakeholders, committees, voting power, boards, and much more.
25 + years as a Political Strategist in the past pertaining to: issues of civil rights, equal opportunity, women, diversity, ballot initiatives, university/corporation programs as an advocate and movement leader. She oversaw 200 organizations for many years.
20 + years Business Leader & Influencer
20 + years in Education, K-12, with regards to: education for Spanish speaking communities, special education, advocating for parents, teachers, and students. She has worked with multiple education committees and at-risk youth her entire life. All on the local, state, and national level.
20 + years as Community Leader with a lifetime of experience.
30 + years as a performing artist, vocalist, poet, own genre of spoken word, dancer, Latin percussion drummer, and an inspirational speaker with a lifetime of experience.
20 + years as a Indigenous Healer
20 + years Financial Coach, Business Coach, and Spiritual Advisor
30 + years as a Lifetime Survivor & Advocate of Sexual Trafficking, Domestic Violence, Family Violence, Trauma, Youth Suicide, Homelessness, and Overcoming Mental Health.
Niki was awarded the "Global Leadership Award on World Humanitarian Day", August of 2021. Her purpose is in economic development, sustainability, and growth.
Niki Bell is a world citizen. She is transparent, data-driven, honest to a fault, loyal, and values trust. Some of these characteristics are mirrored within her clients. She evokes the human consciousness for herself and others in order to evolve and awaken.
Email: diosaLLC@gmail.com
916-670-8038
http://www.linkedin.com/in/diosadevida
http://www.facebook.com/diosadinero
http://angel.co/u/diosadevida
Homepie is transforming the real estate industry with a marketplace that allows buyers and sellers of homes the ability to confidently act as their own agent and save a ton of money in the process. Homepie's step-by-step process is revolutionizing a traditionally complex transaction and making it easy for anyone to benefit.
Brad Rice is the founder and ceo of Homepie. Brad’s background is all about real estate. He founded and led a large mortgage company in the early 2000s and built it into a 43-state operation. He has also operated a real estate brokerage, escrow firm, and real estate investment company. So, when he decided to start Homepie, he did so with a ton of domain knowledge.
brad.rice@homepie.com
https://www.linkedin.com/in/bradrice/
www.homepie.com
The SPAC market has exploded in the last couple of years. Many growth company CEOs are being contacted by a number of SPACs. These CEOs need to consider whether the SPAC is the right vehicle for the next phase of growth and just as importantly how to choose the right SPAC to partner with.
Michael is a seasoned executive with a track record of driving growth and strategic change through organic and inorganic investment/expansion. He is a Founder/Managing Partner of Trajectory Capital, an investment firm focused on disruptive technologies in large addressable markets. He is also President and CFO of Trajectory Alpha, a NYSE-listed (ticker: TCOA) special purpose acquisition company (SPAC).
Michael has held corporate development, strategy and general management leadership roles in global technology, information services and professional services companies including VeriSign, LexisNexis Group, IRI, GE Capital and Deloitte.
Michael holds a BA, MA, JD and MBA from the University of Chicago. Michael is a frequent speaker on corporate growth and innovation. He is the author of three books and numerous articles on innovation, M&A and strategic transactions. Michael has served on public and private corporate boards as well as the Alumni Board of Governors at the University of Chicago. Michael lives in the New York area with his wife and daughter.
You can read and hear more from Michael at www.michaelfrankel.com
Although quite accomplished in science and technology, George Roberts believes strongly that a focus on personal relationships rather than data and analytics has been his greatest asset in the commercial real estate space. After a career as a heavily-cited genomics researcher and award-winning data scientist, George turned his sights to entrepreneurship and is currently focused on value-add multifamily real estate in the southeast.
George is a founder of Walnut Grove Homes, an upscale residential construction company based in Troy, Michigan which reached seven-figure status in 2021. He is also a principal at Horizon Multifamily which sponsors value-add multifamily opportunities in the Southeast for qualified passive investors. He is a General Partner (GP) on a 34 unit apartment near Knoxville, TN. George is a co-GP on a 104 unit apartment in Louisville, KY. He also owns a 14-unit apartment in Orlando, FL as a joint venture. In addition to his active multifamily investments, he is passively invested in 468 multifamily units. Before devoting himself to commercial real estate full-time he worked as an award-winning data scientist and also as a bioscientist with over 700 citations in the fields of genomics, microbiology and physiology.
He is the host of “The Foundery – Where Leaders are Forged Daily!”, a podcast devoted to entrepreneurship, particularly multifamily syndication.
Fun facts
George enjoys public speaking and is an award winning Toastmaster at the Club and Area level. He has nine scientific research publications to his credit. He has an Erdős number of 5 which is a sort of "Degrees of Kevin Bacon" for scientists. He is a recipient of the 2019 Transforming Data With Intelligence award. When he is not attending to one of his business entities in the Midwest, he can be found sailing Lake Erie with his wife Mary and his two boys.
Meet George on LinkedIn https://www.linkedin.com/in/georgerobertsiii/
CRE Network Zoom each Wednesday at Noon Eastern
https://us02web.zoom.us/meeting/register/tZUud-6pqjIrGNSXqO4tgdPnNI3fxSzvbqQJ
Podcast: The Foundery – Where Leaders are Forged Daily! https://podcasts.apple.com/podcast/id1564663081
YouTube (Foundery Podcast and More) https://www.youtube.com/channel/UCy1TAGQ7Qf9j_ZJ_Z1wIxkA
Instagram https://www.instagram.com/mfinvestorgeorgeroberts/
TikTok https://www.tiktok.com/@georgerobertsmultifamily
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Invest with George Roberts: www.horizonmultifamily.com
Email: george[at]horizonmultifamily.com
How to start from nothing, no money, but time and endurance, and grow your portfolio quickly being an outside the box thinker.
Sean O’Rourke
662-422-2748
sean@simplehomeexitz.com
Here is my bio:
As a passionate real estate professional and investor, Sean O’Rourke’s aim is to be the most trusted advisor and to direct people towards the right deals. For the last three years, he has acquired the necessary knowledge and experience that help him tailor his services to meet the unique needs of his clients. Sean understands that every homebuyer, seller, or investor has their own preferences and wishes that they would want to be fulfilled. He is attentive, energetic, and enthusiastic, hence he will be able to address all of your concerns and deliver, to the best of his ability, what you are looking for.
Sean’s interest in the wholesale business has seen him negotiate and close hundreds of deals, thereby helping people buy or sell single-family and multi-family houses and mini storages. His creative ability and strong business acumen have helped him establish and run a multi-million dollar business from nothing, an achievement that position him as a progressive individual who is always looking for opportunities to succeed. This is the same spirit that he aims to impart in others, especially by encouraging them to grab every opportunity that comes their way and make the most out of it. People enjoy working with him because of his keen knack for honesty, ability to cultivate immediate rapport, and a passion to maximize sales through caring and consultative business relationships.
Simple Home Exitz
High Performance Education
There is a technological advancement happening with Electric Cars, Blockchain, Artificial Intelligence, and Renewable Energy technologies has the potential to tremendously change our world in a profound way. One of the impacts of these advances is a term called creative destruction, meaning that as these new technologies begin to take hold in our economy there are a number of large foundational corporations that could be disrupted. I believe most people do not understand this and their investment approach has not changed to take this into account.
Dennis has had many roles in the investment industry earning the trust of both clients and colleagues for more than 28 years. He is a financial advisor and worked as an executive at a Wall Street investment company. This gives him a unique perspective in understanding where most financial advisors may be missing critical changes in helping clients plan and stay ahead of the technological disruption from electric cars, blockchain, artificial intelligence, and renewable energy. He created SNP Financial Advisors to guide clients with a unique, forward-thinking investment and retirement strategy that should help clients mitigate the risks from these technological disruptions.
How to get started investing in self storage facilities across the USA.
Gabe Petersen is a commercial real estate investor with a focus on self-storage facilities and mobile home parks, and a podcast host at The Real Estate Investing Club (https://www.therealestateinvestingclub.com).
Fund the First is the #1 trusted fundraising platform for those who serve. Setting up a fundraiser is quick and easy and can be created for so many causes that support first responders, military, medical providers, nurses, teachers, their families, their friends, businesses and non-profits alike. Organizers & beneficiaries have trusted our platform to successfully raise money across the nation. Thanks to our trusted partnership with ID.me, we ensure that all beneficiaries are verified and your donation to the campaign of your choice is going to a true and honest source.
fundthefirst.com
@fundthefirst
@robertdgarland
As an active first responder, Robert Garland has seen firsthand the hardships that the brave men and women who serve their communities face both on and off duty. As CEO and Founder of Fund the First, his sole mission is to provide a trustworthy platform where fellow first responders, members of the military and their families can get financial support in times of need.
The inspiration for Fund the First came when Robert set out to help his superior officer who was facing mounting medical expenses related to his daughter’s rare illness. As he researched the best ways to raise money, he realized his brothers and sisters in blue were skeptical of existing crowdfunding sites. It was then, Robert made the decision to build a better platform that all first responders and military can trust.
In 2017, with a passion for entrepreneurship and a tenacious will to help those in need, Robert built his organization from the ground up. In July, 2020, after three years of development, Robert and the co-founding team formally launched what has quickly become the nation’s leading crowdfunding platform for first responders and military!
Beyond Fund the First, Robert is a decorated Detective with the New York City Police Department where he specializes in complex investigations. During his 12 years in law enforcement, Robert has worked in various roles and the NYPD’s Narcotics Division which included various joint interagency operations with the Department of Homeland Security and the Drug Enforcement Administration. Well respected in his field, Robert also serves as an expert witness to the Office of Special Narcotics New York.
Prior to his career in law enforcement, philanthropic and entrepreneurial endeavors, Robert attended New York Institute of Technology where he majored in behavioral sciences and played outfield for their Division I baseball program. When he’s not protecting and serving the people of the five boroughs, or helping first responders and military personnel in need, Robert can be found spending time with his three children. Massapequa raised, Robert continues to be a fixture in the local community as a volunteer baseball coach and Director of Technology for Massapequa Coast Little League. Robert also serves as the Chairman to the Fallen First Reserve non-profit organization and a podcast host on Heroes First Podcast.
Bryce stumbled onto wholesaling real estate while Homeless and figured out how to use what he knew about sales to generate leads and start closing deals his first month. What’s more impressive is he didn’t spend a dime on advertising and did it all from his local library and the back seat of his car. Over 10,000 transactions in Real estate later Bryce is one of the leading experts in wholesaling houses with his 5 Hour Flip method and has been able to close almost every deal over the phone, only ever walking 5 properties.
- Globally recognized as A Top 5 Sales Trainer
- Intl Keynote speaker
- Independent Consultant for business including Fortune 500 Companies such as Ford, Nissan, Tyco, and ADT
- 7x Best Selling Author
- Recently, he has transferred those skills into Real Estate, & crushing it, Virtually!
Bryce McKinley is an International Best-Selling Author and one of the Top 5 Sales Trainers in The World!
With over 20 years of working with various Fortune 500 companies including but not limited to the likes of Ford, Nissan, Tyco, and ADT. Helping each of them transform their sales process to focus on better conversations and building better relationships.
Bryce stumbled onto wholesaling real estate while Homeless and figured out how to use what he knew about sales to generate leads and start closing deals his first month.
What’s more impressive is he didn’t spend a dime on advertising and did it all from his local library and the back seat of his car.
Over 10,000 transactions in Real estate later Bryce is one of the leading experts in wholesaling houses with his 5 Hour Flip method and has been able to close almost every deal over the phone, only ever walking 5 properties.
Bryce is also a co-owner of EveryHouse, a real estate company focused on providing the best deals for sellers’ homes.
Spotify Playlist – https://open.spotify.com/playlist/5StreUwUih6h9xlL87z6Ds?si=ls4NviUITaSKTRxVsZexNg&utm_source=copy-link
“The Five Hour Flip” $7 ebook @ www.5HourFlip.com FB: www.facebook.com/REIResultsCoach FB Academy Pg: www.facebook.com/REIResultsAcademy IG: www.instagram.com/coachsharpen LinkedIn: www.linkedin.com/in/brycemckinley TikTok: www.tiktok.com/@coachsharpen
Playing Financial Offense vs. Defense • Wealth Preservation & Planning Your Legacy • The Intersection of Personal and Professional Development • Declining Executive Roles to Build Your Own Financial Moat
Spencer Hilligoss is the CEO of Madison Investing – specialized in private investment funds and real estate syndications – ranging from multifamily and self storage assets to ATMs and cryptocurrency. Spencer has partnered on more than $1B worth of multifamily and self storage real estate transactions, totaling more than 8000 units. As a passive investor and former tech executive of 13 years, Spencer understands the unique challenges that busy professionals face when trying to find competent, trustworthy investment partners. Spencer’s mission is to arm investors with the know-how they need to make confident decisions about alternative investments, tailored to their individual life goals.
Prior to pivoting to real estate, Spencer held several executive roles in the financial technology industry, including positions at Intuit and Gusto—forging a 13-year track record of building high-performing teams across five companies (three of which were valued at over $1B).
www.madisoninvesting.com
The fastest, easiest way to grow and scale your business is by cloning your success. But most serial acquirers lack a consistent process that reliably predicts which target companies will achieve the returns they’re looking for. When you quantify the “intangible” elements of your most successful portcos, you will fill your portfolios with more high-performing businesses while avoiding the wrong ones.
The President and Founder of Talent Boost, Claire Chandler specializes in leadership and business value creation. She taps into over 25 years of experience in people leadership, human resources, and business ownership to help the investment community identify the leaders and businesses of the future. She helps private equity firms acquire and future-proof the RIGHT businesses through management team due diligence, organizational design, acquisition integration and onboarding, and performance acceleration.
Claire gets results because she’s insanely easy to work with, cuts through the corporate clutter, and has a crystal-clear, proven approach for building your strategic growth roadmap, measuring the alignment and motivation of top management teams, and positioning companies for maximum success. Many in the investment community say they breathe easier when Claire is in the room.
One client sums up Claire perfectly:
“Claire is always calm in a crisis, always finds creative ways to solve problems, and is always professional—but only when it’s necessary.”
Claire holds a certificate in strategic HR leadership from Cornell’s School of Industrial and Labor Relations, a master’s degree from the New Jersey Institute of Technology, and a bachelor’s degree from Fairfield University. She has appeared as a guest on over 100 podcasts and is the author of several books on leadership and business strategy.
Website: www.talentboost.net
LinkedIn: https://www.linkedin.com/in/clairechandlersphr/
Email: claire@talentboost.net
Will expand on Optimizing Family Office Collaboration on Investments and Philanthropies – with a CIO Council, global open architecture community, wide funnel but disciplined execution, partnering with lead investors (typically top-tier fund managers), partnering with innovative philanthropies, curating relationships, maintaining full regulatory compliance and background checks and vetting of funds and deals, etc.,
See LinkedIn intro
or 361Firm’s community has grown to 5K+ participants from 32 countries – primarily family offices (2200+), institutional investors (1300+), Fund Managers (400+), and otherwise CXOs and thought leaders – all collaborating on both investments and philanthropic interests. Per our updated 361 Overview Deck (https://bit.ly/361_overview) and Video (https://youtu.be/KiDcchr1KLU), we connect largely via events, so far in 58+ cities, 20+ countries (see 361firm.com/events and 361firm.com/synopses) + Zooms via Weekly Tuesday 11AM ET Briefings (361firm.com/briefings) and Daily 10:30AM Meetups. We also inter-connect via our private 361 App (https://361firm.App) with different content/feeds based on 361Firm Members, Qualified Purchasers, Accredited Investors and Co-Leaders.
StackSource tripled commercial financing volume in 2021 – Rates are still low but nearly every economist expects them to rise in 2022 and 2023 – Expanding StackSource’s platform beyond senior debt placement – Hiring up Capital Advisors nationwide/why debt and equity brokers are jumping ship to StackSource
Tim is the co-founder & CEO of StackSource. He identified the market opportunity for a tech-enabled commercial real estate financing platform, recruited Nathan as a co-founder, and built the company. Prior to StackSource, Tim worked for tech giants Facebook and Google where he helped expand B2B marketplaces in ad tech. Years ago, he interned at a top NYC real estate company before the current real estate tech wave. He comes from a family with history in real estate.
Tim@StackSource.com
LinkedIn.com/in/TimMilazzo
Facebook.com/TimMilazzo
Twitter.com/TimMilazzo
I’ll be sharing the do’s and don’ts of raising funds, choosing a board, and managing investors for a small cap, publicly traded company.
Steven Weldon, MBA, CPA is the founder and CEO of Viking CFO.
As a licensed CPA of over 20 years, he has served as the Chief Executive Officer, Chief Financial Officer and board member of several publicly traded companies. Throughout his time in those roles, he guided companies from the pink sheets to OTCQB and to NASDAQ listings. Additionally, he raised over $50 million through private investment.
After years of cleaning up publicly traded entities damaged by bad management, he gained a reputation among a group of investors as the go-to person to return companies to compliance with the Securities and Exchange Commission and national exchanges, settle debts, and manage investor relations.
Steve is now providing his expertise and experience to start-up companies looking to take the next steps in their funding process. Acting as a consulting CFO, he comes alongside a founder and their team to guide them through preparation for audits, due diligence, setting up and directing appropriate financial and compliance processes, and investor relations advice.
For several years, Steve also taught accounting and tax courses to undergraduate students at Florida Southern College, where he received his Bachelor of Accounting and MBA degrees.
https://www.vikingcfo.com/
https://www.linkedin.com/in/stevenweldon/
steven@vikingcfo.com
College students have started some of the best businesses: Google, Snapchat, Facebook, FedEx, Dell, etc. Who knows what they will come up with next? Equity Portal is an equity marketplace for college startups. We make investing in college startups easy and accessible, and anyone can invest, not just accredited folk. We match startups looking for capital with investors through our online investment portal.
Jonathan Farchi-Segal is the founder and CEO of Equity Portal, an online equity crowdfunding portal for college startups. He graduated from NYU Stern in 2020, where he was an MLK scholar and studied Finance and global business. He was born in Guatemala City and raised in Miami. He is probably one of the youngest people
with the least cash to get FINRA accreditation as a financial intermediary.
Buying Back Debt Self-Banking Tax Reduction Strategies Creative Real Estate Funding Solutions
Mark Willis is a man on a mission to help you think differently about your money, your
economy and your future. After graduating with six figures of student loan debt and
discovering a way to turn his debt into real wealth as he watched everybody lose their
retirement savings and home equity in 2008, he knew that he needed to find a more
predictable way to meet his financial objectives and those of his clients.
Mark is a CERTIFIED FINANCIAL PLANNER™, a two-time #1 Best Selling Author and the
Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the
years, he has helped hundreds of his clients take back control of their financial future
and build their businesses with proven, tax-efficient financial solutions. He specializes
in building custom-tailored financial strategies that are unknown to typical
stock-jockeys, attorneys, or other financial gurus.
As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies
for investing in real estate, paying for college without going broke, and creating an
income in retirement you won’t outlive. Mark works with people who want to grow
their wealth in ways that are safe and predictable, to become their own source of
financing, and create tax-free income in retirement.
There is huge gain potential in the pre IPO space. Learning how to take advantage of three key factors to win on pre IPO investments is paramount to the success of investors. The three pillars we focus on are… Access: What can we get our hands on? Discount: What are we willing to pay? Timing: How can we move in such a way to take advantage of an opportunity?
Imagine if you had a piece of Facebook, Twitter or LinkedIn before they went public…
Our purpose is to connect you with our fund that has the strongest Pre-IPO opportunities in the space. Pre-IPO Group gets you access to our network in Pre-IPO companies.
Identify Opportunities
Our access to these companies consistently shows significant returns, and we want you to get a piece of the pie next. Our network has access to some of the most sought-after companies in the private market. While we’ve established a niche in the high-tech sector, we continue to identify opportunities for early-stage growth in a variety of industries.
As a leader in the secondary market, we work with everyone from Individual Accredited Investors, to Family Offices, Registered Investment Advisors (RIAs), and others. Our team always considers the fundamentals of each business by analyzing upside potential as well as threats facing any venture.
Timing is KEY
Our ability to acquire equity at discounted valuations puts our members in a position to capitalize on exclusive opportunities with high gain potential. The benefits produce maximization of your investment return with the efficiency of time to realize results.
Investors who get in at the earliest stages before companies go public can make fortunes. Get in touch with us today to stay informed on our latest Pre-IPO opportunities so you can invest with the angels!
The Pre-IPO Group combines entrepreneurial, financial, product, and technology expertise focused on helping individual investors: Invest like a Pro Prior to the IPO.
Our emails:
anthony.galella@pre-ipogroup.com
michael.classi@pre-ipogroup.com
Website:
www.pre-ipogroup.com
LinkedIn:
https://www.linkedin.com/in/mike-classi-3b0832191/
https://www.linkedin.com/in/anthony-galella-5b465889/
Paul
Moore
paul@wellingscapital.com
+15404001595
On self-storage investing
Self-storage investing and promoting my new book called Storing Up Profits
Commercial Real Estate, Private Equity, Real Estate
self-storage, investing,
Lloyd Segal From Wikipedia, the free encyclopedia
Lloyd Segal (born 22 March 1948) is the President of the Los Angeles Real Estate Investors Club, author, real estate investor, mentor, and national public speaker.[1][2] He is also the former President of the Will Rogers Polo Club.[9]
Early life and education
Lloyd Segal was born and raised in the Squirrel Hill neighborhood of Pittsburgh, Pennsylvania. He is the eldest of five children of Seretta (nee Ruben) and Harold Segal, both business leaders in Pittsburgh. The family belonged to the Tree of Life Synagogue, where Segal celebrated his bar mitzvah.
Segal attended Wightman Elementary School and Taylor Allderdice High School, graduating in 1966. In high school, Segal was on the cross-country, basketball, and debate teams. In the summer after graduating high school, Segal worked for Jett’s Traveling Circus and Petting Zoo, traveling all over the Midwest. During his senior year, Segal was the student producer of the television program “Our Place” on WQED-TV. During the summer of 1965, Segal attended Camp Graylag in Pittsfield, New Hampshire. The camp was owned and operated by legendary Boston Celtic and basketball Hall of Fame star Bob Cousy.
Segal attended Boston University, Boston, Massachusetts, from 1966 to 1970, graduating with honors in Business Administration, pre-law. In his freshman year, Segal was a disc jockey on WTBU-AM, the university’s popular radio station. During his senior year, Segal was Concert Director, producing musical concerts on campus, including The Who, James Taylor, the Jefferson Airplane, Richie Havens, Dione Warwick, Seals & Crofts, Buddy Miles, Tim Hardin, Chamber Brothers, Tom Rush, Melanie, Chicago, and Chuck Berry. After graduation, Segal hitch-hiked across Europe and then spent a year as a volunteer at Kibbutz Amir, in Kiryat Shimona, Israel.
After taking two years off, Segal attended Southwestern University School of Law, Los Angeles, graduating with a Juris Doctor in 1975. During his junior year at Southwestern, Segal originated the University’s Speakers Program and acted as its Chairman. He brought such legal scholars to the school as former U.S. Supreme Court Judge Tom Clark, attorney Louis Nizer, Watergate attorney (and future TV star) Fred Thompson, former attorney general Ramsey Clark, author Mark Lane, Secretary of Interior Stewart Udall, Presidential candidate Eugene McCarthy, attorney F. Lee Bailey, Robert Kennedy’s campaign director, Frank Mankiewicz, California Supreme Court Justice Stanley Mosk, and Congressman Paul McCloskey. At the end of the school year, Segal was awarded a “Distinguished Service Award” by Southwestern’s Student Bar Association. In his senior year, Segal was elected President of the Student Bar Association. During his senior year as President of the SBA, Segal also wrote a weekly column entitled “The President’s Message” in the law school newspaper, “The Commentator.” In addition, Segal wrote an opinion piece entitled “Glut of White Faces” which was published in the January 1975 edition of Juris Doctor national magazine. By the end of his senior year, Segal was selected for the 1974-75 edition of the “Who’s Who Among Students in American Universities and Colleges.” Southwestern’s Student Bar Association also honored Segal with its highest award, “Certificate of Distinguished Service,” the first time a student had won the award two years in a row. On March 9, 1975, the American Bar Association (law student division) honored Segal with an award for “In recognition of Outstanding Contribution.” Segal also studied international law at the University of Innsbruck, Austria.[11]
Career
Segal began his legal career in 1977 as an attorney at Diamond, Tilem, Colden and Emery, in Beverly Hills, California, specializing in entertainment law, with an emphasis on music performers and recording artists.
In 1978, Segal transitioned to Of Counsel to the law firm so that he could open his own personal management firm. He went on to manage the careers of numerous recording artists including The Flying Burrito Brothers, John Stewart, Leda Grace, Levi and Rockets, Byron Berline and Sundance, Doug Kershaw, Dixie Dregs, Manfred Mann, Terry Reid, and Nick Gilder. He received a Gold Record from the Recording Industry Association of America (“RIAA”) when Nick Gilder’s single “Hot Child in the City” went #1 on the Billboard’s Top 100 Hits and in the United States, sold over a million records.
In 1979, Segal received a Platinum Record from the RIAA when “Hot Child in the City” sold over two million records. In the same year, he started his own record company, Regency Records, distributed by Atlantic Records, specializing in rock n’ roll and motion picture soundtracks. Regency’s first release was the Flying Burrito Brothers album “Live in Tokyo” produced by Segal. During this period, Regency also had commercial successes with the Dutch group, Diesel, who had a top-ten hit with the song “Sausalito Summer Nights,” and with Steve Gillette’s duet with Jennifer Warnes “Love the Good Things We Had” that was a hit on the country charts (produced by Segal).
In May of 1980, the Pittsburgh Press daily newspaper profiled Segal in an article entitled “City ‘Music Man’ Noted for his Skills at Managing.” In December 1980, Student Lawyer Magazine (American Bar Association) profiled Segal in an article entitled “Beyond Legal Practice.”
After Regency’s distribution deal with Atlantic Records ended, Segal signed a new long-term distribution deal with MCA-Universal in 1981. Also in 1981, Segal produced the soundtrack to the hit movie “Airplane.”
On February 24, 1982, Segal was nominated for a Grammy by the National Recording Academy for “Best Comedy Album” of the year for producing the “Airplane” soundtrack. It was also the largest selling album in the history of Regency Records. That same year, he was awarded a “Certificate of Appreciation” by the Los Angeles Lawyers for the Arts, in recognition of his on-going pro bono legal services to the theatre and performing arts community.
Between 1987 and 1990, Segal was also a volunteer attorney for Bet Tzedek Legal Services, providing pro bono legal work for indigent defendants in real estate matters.
In 1988, he worked on the campaign staff for Bill Press’ campaign to become the United States Senator from California.
In 1990, he closed Regency Records to spend more time with his expanding legal practice and his burgeoning real estate activities and joined with attorney Richard Sablowsky to form Segal & Sablowsky, with offices on Beverly Hills and Washington, D.C. Among his many cases in the following years were a series of high-profile Chapter 11 bankruptcy cases involving multi-million dollar real estate projects in serious financial distress. The Orange County Register reported that Segal represented the Lancer Landing office building in Newport Beach, California. Lancer Landing filed Chapter 11 bankruptcy in the United States Bankruptcy Court for the Central District of California. In Re Lancer Landing, Ltd. involved over $20 million in assets and $19 million in debt.
In 1992, he represented the debtor in the case entitled In Re Anaheim Electric and handled the appeal to the Bankruptcy Appellate Panel for the United States Bankruptcy Court (137 B.R. 791).
In 1994, as reported in the Los Angeles Times, Segal represented the debtor in the case In Re OCPC, Ltd., in a Chapter 11 case in the Central District of California, United States Bankruptcy Court, involving another $19 million office building foreclosure.
In 1995, the Daily Journal newspaper reported that Segal represented the Debtor in the Chapter 11 case entitled In Re Montclair Retail Center, LP, an appeal to the Bankruptcy Appellate Panel for the Ninth Circuit, of the United States Bankruptcy Court, Pasadena, California (177 B.R. 663). In all of these cases, the Court issued written opinions that were based, in part, on briefs written and argued by Segal.
On October 19, 1996, Segal received a “Certificate of Appreciation” for speaking at the Annual Conference of the National Association of Tax Practitioners, Millbrae, California.
On October 16, 1996, Segal’s law partner, Richard Sablowsky, committed suicide as he could no suffer through Multiple Sclerosis. In 1996, Segal’s first book, “Stop Foreclosure Now in California; Save your home if you can – save your credit if you can’t” was published by Nolo Press (Berkeley, California), helping distressed homeowners avoid losing their homes in foreclosures. Segal dedicated his book to the memory of Richard Sablowsky. Based upon his book, Segal found himself in demand as a guest speaker traveling around the country. He was a guest speaker at Coldwell Bankers’ “International Real Estate Conference” in Orlando Florida. On May 1, 1998, he was the featured speaker at the Women’s Counsel of Realtors, at the Great Western Forum Club, Inglewood, California. Segal was also a guest speaker at Pepperdine University, Malibu, the CPA Forum of Orange County, Mission Viejo, the Southland Regional Association of Realtors, Van Nuys, the Inglewood Association of Realtors, Riverside Association of Realtors, and the Downey Association of Realtors.
Between 1998 and 2007, Segal continued to speak at numerous real estate groups, service organizations, and industry events throughout the United States, including Realty 411 Expos (Seattle, San Jose, Anaheim, Phoenix, Los Angeles, and San Diego), and REI Expos (Baltimore, Houston, Dallas, and Anaheim), and real estate organizations in Salt Lake City, Nashville, Dallas, Austin, Fresno, Seattle, Portland, Tucson, Orange County, San Diego, San Jose, Denver, Boise, and Chicago, and numerous national services groups like Rotary, Lions, Kiwanis, and Optimists.[6]
Based upon his books and real estate experiences, Segal started buying distressed multi-million dollar properties in Los Angeles County, rehabbing them, and then either selling them (“flipping”) or renting them. Over the years, Segal has fixed and flipped houses in Woodland Hills (2), Tarzana (3), Burbank, Glendale, Hollywood Hills, Hancock Park, El Sereno, North Hills (2), Panorama City, Beverly Hills, Mission Hills, Laurel Canyon, Encino, Calabasas, and Los Angeles. As a result, the Wall Street Journal profiled Segal in the story “The Big Flippers” by Janette Tanaka.
In November of 2016, Segal was elected President of the Los Angeles Real Estate Investors Club, the oldest (1996) and largest investor group in California.[5] The Club focuses on providing its members with – (1) education, (2) networking, and (3) mentoring. The Club holds monthly meetings, vendor expos, seminars, workshops, boot camps, weekly wholesale deals, LAREIC University, and a loan center. As President, Segal oversees all activities and committees and writes a weekly “Economic Update” which is emailed to over 52,000 real estate professionals in Southern California every Monday morning.
Publications
Lloyd has published the following books,[4][7][10]
- Everything You Wanted To Know About Chapter 11 Bankruptcy…But Were Afraid To Ask (booklet – 1990)
- Stop Foreclosure Now in California (published by Nolo Press, Berkeley, CA) (1996)[3]
- Stop Foreclosure Now (published by the American Management Association, New York, NY), selected the Best Personal Finance Book of the Year 2009 by USA Today Book News (2007)
- Foreclosure Investing (published by Regency Book, New York, NY) (2012)[8]
- Flipping Houses (published by Regency Books, New York, NY) (2014)
Polo
A horse-enthusiast his entire life, Segal took polo lessons in 1987 at the Los Angeles Equestrian Center in Burbank and joined the United States Polo Association.
On April 14, 1988, Segal was selected for the United States team playing an Israeli team in a Pro-Am polo match charity event for the Soldiers of Israel at the LA Equestrian Center.
In 1990, Segal joined the Will Rogers Polo Club (13th oldest polo club in the United States) in Pacific Palisades.
In 1991, Segal’s team won the prestigious Will Rogers Memorial Tournament.
In 1993, two years later, his team won the Will Rogers Memorial Tournament again, only the second team in the 39-year history of the Tournament (at that point) to win twice. The same year, he was elected President of the Will Rogers Polo Club and served as President of the Club for nine years (1993-2002).
On September 22, 1994, Segal was profiled by Mary Moore in her story “Hard Times on the Polo Circuit” in the Los Angeles Times. The story highlighted the dangers in playing polo and the hard life of professional and amateur players as they deal with constant injuries and enormous costs.
On March 30, 1995, Segal was honored with a “Spark Plug” award by the Pacific Palisades Chamber of Commerce for “Resurrecting Polo at Will Rogers State Historic Park and Conducting Charity Events.” Segal was also honored with a “Certificate of Appreciation” from the California State Assembly in Sacramento for raising over $100,000 for various charities, including the American Red Cross, National Kidney Foundation, Screen Actors Guild Foundation, Habitat for Humanity, Nicole Brown Simpson Charity Foundation, Vista Del Mar Family Services, Hemophilia Foundation of Sothern California, Catholic Big Brothers, and Cedar-Sinai Hospital, among others.
On April 3, 1996, Segal was profiled by Sandi Gibbons in her story “Lawyers in Love – With playing Polo” in the Los Angeles Daily News.
In June of 1998, Segal was interviewed in Southern California Sports Magazine in its article “Polo; A Gentlemen’s Sport in Spirit Only.”
Similarly, on August 17, 2001, the Los Angeles Times (Westside Weekly) featured Segal in its story “The Sport of Kings California Style.”
When speaking to groups, Segal often says that people don’t appreciate how truly dangerous polo really is, “It’s like hockey on horses – and the horses don’t know how to skate!” He says “they call polo a gentlemen’s sport in the same way they call a tall man ‘shorty.’” Segal famously says “I have broken so many bones that when I go to the bank, I make calcium deposits.” But the players truly love their horses. Segal retired his favorite horse ‘Ruby’ in 2006. “Ruby passed away several years later. Over 30 people attended Ruby’s funeral!”
Philanthropy
In 1972, Segal volunteered for a year as a farmworker on Kibbutz Amir, in Kiryat-Shmona, Israel.
Between 1978 and 1984, he was a participating attorney in UCLA’s Lawyers for the Arts, providing pro bono legal services to artists needing help with music, theater, and performing arts legal matters.
On February 24, 1977, he was a guest on a panel entitled “Live Theater Updates” at the Greater Los Angeles Press Club.
Between 1987 and 1990, Segal was a volunteer attorney for Bet Tzedek Legal Services, providing pro bono legal services to indigent defendants in real estate legal matters.
In 2005, he was a volunteer for the Committee organizing the charity event “Covenant With Youth” Gala for the Covenant House in Los Angeles.
Segal is currently a volunteer with Mercy Ships, which provides humanitarian services for populations that suffer natural disasters. In 2005, Segal traveled to New Orleans after Hurricane Katrina struck the city and killed over 1,800 people, and left thousands more homeless. He volunteered in the clean-up and recovery efforts.
In 2010, Segal traveled to Port-au-Prince, Haiti, after the earthquake devastated the country’s infrastructure, killed over 250,000 residents, and left thousands more homeless and hospitalized. He volunteered in the clean-up, relocation of the homeless, and aiding doctors with attaching prosthetics.
References 1. Lloyd Segal 2. Lloyd Segal 3. Out & About 4. Flipping Houses: Secrets to Finding, Fixing, and Flipping Houses 5. Lloyd Segal 6. ABOUT US 7. Flipping Houses: Secrets to Finding, Fixing, and Flipping for Profit Paperback – May 29, 2013 8. Around Whittier: Dec. 13 9. Luxury Real-Estate Flippers 10. Around Whittier: Dec. 13 11. About us
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Brian Kornfeld starts every day thinking about how to make Florida the world’s next great innovation community. The Tampa Bay native isCEO&Co-Founderof Synapse, a 501(c)(3)nonprofit that is the guidefor Florida’s innovation communities. Through Synapse, Brian is creating the nexus for businesses to easily find what they need and share what they have to accelerate success and create thriving economiesin Florida.
Brian’spassion for technology began at an early ageand continued through college,culminating in a bachelor’s degree and a master’s degree in aerospace engineering from The University of Michigan and the University of Florida, respectively, officially making Brian a rocket scientist.
Early in his career, Brian worked on amazing technology projects from handheld encryption devices to fighter jets to cutting-edge satellites. Brian has managed global development teamswith project budgets over $25M, and worked on integrating a$1B acquisition.
While completing his MBA, Brian’s entrepreneurial endeavors began as he founded his first startup.As a first-time founder, Brian discovered learned from the school of hard knocks critical lessons to business in his late 20s, including building a team, discovering gaps, product/market fit, story telling, and efficient execution.
To overcome many challenges Brian saw with early-stage founders, Brian launched Popkorn Apps, a mobile application development company and mini-incubator to help entrepreneurs turn their visions into reality. As CEO of PopKorn Apps,Brian clearly saw the connectivity issues of the Tampa Bay and Floridaregions.
He later teamed up with Marc Blumenthal and Andy Hafer, along with the support of many others in the community, to formSynapse, the framework for connecting Florida’s innovation communities. Brian quickly transformed his passion from enabling individuals with good ideas to empowering Florida’s entire innovation community to become the best place to build and grow a business.Brian loves to be an enabler, helping others to innovate and understand possibilities when everybody is enabled to reach success.
Brian isan accomplished keynote speaker, having spoken at multiple conferences, events, and commencements. Brian is the President of the USF Executive MBA Alumni Advisory Council and supports many local missions and companies as an advisor, board member, or partner. He is a Six-Sigma Black Belt, Lean Expert, and Certified Scrum Product Owner. Brian is a 2018recipient of the prestigious Tampa Bay Business Journal’s40 Under 40:Business Up and Comers of Tampa Bay. He is also nationally recognized in The Business Journals’Influencers: Rising Starsas one of the top 100 business executives across the country who are having apositive impact relatively early in their careersand in Forbes’Next 1000as a rising entrepreneurial star.
In his spare time, Brian enjoys having fun with his wife Marcy, his twin sons Jacob and Micah, his dog Brooks, and being an avid Tampa Bay sports fan.You can often find him coaching his kids at baseball, out to eat at a local restaurant, or cheering on his beloved Wolverines, Bucs, Lightning,or Rays.
@synapsefl
www.SynapseFL.com
What Forefront does and why we’re different from other syndicates What we look for in startups we invest in Value we add Why being a member of our syndicate and investing with us is a smart idea
Phil Nadel is a well-respected serial entrepreneur, angel investor, published author and frequent speaker at industry conferences and events. He has started and sold several companies and has invested in more than 100 startups with several exits. Phil co-founded Forefront Venture Partners (formerly Barbara Corcoran Venture Partners) in 2014 and has been its Managing Director ever since. Phil is also one of the investors on Gimlet Media’s The Pitch podcast.
https://www.forefrontvp.com/
https://www.linkedin.com/in/philnadel/
https://twitter.com/NadelPhil
https://angel.co/s/forefront-venture-partners/wZ43h
Conquer is a mobile app that lets users create and join local sporting events on a moment’s notice. We serve as a sports marketplace that also allows organizations such as gyms, sports facilities, and leagues to post events and rentals. In 2 months, we have 3,800 users, ~400 events, and several partnerships with local sports facilities and gyms. Our mission is to make sports accessible to everyone, regardless of work schedule, network, and wealth. We are currently raising a $425K pre-seed round. Feel free to reach out to me directly if you are interested in hearing more about Conquer.
Louis Long
201-421-6905
Louis.long@conquer-us.com
https://www.linkedin.com/in/louis-long/
How is M&A changing Common mistakes made in M&A Best practices in M&A
Bio:
Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices
and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.
Website: http://mascience.com/
Facebook: https://www.facebook.com/kisonpatel
Instagram: https://www.instagram.com/kison_patel/
Twitter: https://twitter.com/DealRoomInc
LinkedIn: https://www.linkedin.com/in/kisonpatel/
I would like to share my story about how I got involved in the transportation industry, what it takes to really succeed, and the different opportunities and ways one can get involved. Additionally I want to touch base on our operations, what we are currently doing, the industry currently and what our services are about. I want to bring up that we are always looking to partner with people in the industry, and are looking for potential acquisition opportunities in the sector.
Stories from experienced deal junkies and serial entrepreneurs. My partner and I will talk about starting a REPE firm, our vertically integrated business model and growing organically to 2300 doors and $300AUM in less than 5 years.
Buy yourself into entrepreneurship. Don't start a business. Deal flow. Deal structure. We have a program for beginners to experts
George will highlight how the consolidation in the banking industry is creating unique investment opportunities to put impactful capital to work on Main Street while earning attractive market returns.
Using real estate as a tool to achieve lifestyle design, financial and time Freedom. Too many folks are thinking real estate is the end all be all. I believe my story of how I leverage it give a totally new perspective.
What should the Board and CEO expect of the Office of the CFO? This multifaceted aspect of the business touches upon all key areas of a company and is integral to optimum success. Properly executed, the role of the CFO is critical to the success of strategy, control, execution and opt in optimization of a company. Understanding what to expect from the Office of the CFO is an important step in assuring a company achieves its mission. You can explore and measure the level of success of the role of the Office by evaluating the “Performance Expectations of the Office of the CFO” offered by the McCracken Institute.
Happy to share why we launched an evergreen holding company that acquires small to mid-sized family-owned companies from owners seeking a succession or liquidity plan. We buy and forever hold these companies with the intentional to tech-enable them and create an employee-first culture where all workers can truly love their work.
Michael Arrieta is a private equity investor, venture capitalist, and former employee at DocuSign. He currently serves as the Founder & CEO of Garden City Companies, a purpose-driven holding company that acquires and permanently holds family-owned service companies with the vision of ensuring all workers thrive. In 2016, Michael and Veronica Arrieta founded MAV Ventures where they’ve now invested in over fifty technology companies such as Impossible Foods, Lime, Salesloft, Tonal, Extend, Unqork, Bolt and others. Michael was an early employee at DocuSign where he served as Global VP/GM and Chief of Staff to the Chairman/CEO. DocuSign ($DOCU) has now achieved a $50B market cap with 5,000 employees. Prior he was a leader at Wyse Technology, which sold to Dell in 2012 for $1B+ where he went on to serve as the youngest-ever Chief of Staff. Michael is the co-founder and Board Director at New Story, a non-profit that has built 2,000+ homes in developing countries and is known for creating the world’s first 3D printed home. In 2016, he was recognized by Forbes as “30 under 30”. He graduated from the University of Alabama with a Bachelor of Arts degree in Business Management, lives in Atlanta and has a wife and three children.
The Office of Financial Regulation (OFR) is the primary regulator of the state-chartered and licensed financial services industries in Florida. We have proposed legislation, HB 779 and SB 1880 - Offers and Sales of Securities, to reform the Florida Securities and Investor Protection Act (Chapter 517, Florida Statutes) with the aim of stimulating the growth of a capital market for the financing of Florida businesses. Our goal is to promote Florida’s economy through the creation of a self-sustaining, in-state capital market where newly formed businesses can obtain seed or expansion capital.
Acquisition Entrepreneur Consulting for Equity Deal Flow, Prospecting, M&A, Mindset Dealmaker vs Buyer
Any savvy investor should take note of the innovation occurring at a hyper-local level. With valuations for tech companies and alternative investments at an all-time high, Nick Mathews, CEO of Mainvest, is here to remind investors to consider more sustainable, albeit smaller, opportunities. That's exactly why he and his team is working with the smallest firms on growth strategies that offer unique opportunities to investors at all levels.
Charles J Read is a Certified Public Accountant (CPA), U.S Tax Court Practitioner ( USTCP), member of Internal Revenue Service Advisory Council (IRSAC), and the Founder of GetPayroll.
Mr. Read’s companies have provided full-service payroll services, payroll tax services, and other payroll-related services since 1991.
Charles is an accomplished senior executive and entrepreneur with more than fifty years of financial leadership experience in a broad range of industries and the author of four books with the most recent one being, The Payroll Book: A Guide for Small Businesses and Startups.
Facebook - https://www.facebook.com/GetPayroll/
Twitter - https://twitter.com/getpayroll
LinkedIn - https://www.linkedin.com/company/10964861/
Instagram: https://www.instagram.com/getpayroll/
Youtube - https://www.youtube.com/channel/UCxs-_RwC9NgfUcqbwvEaMIQ
https://www.linkedin.com/in/shawnrochester/
https://www.facebook.com/shawn.d.rochester
https://twitter.com/blacktaxed
Best-selling author, student of human nature, avid outdoors man at 5-star hotels, speaks fluent smart ass, can see and reflect your life mission in 5 minutes flat, loves having 2 sons, so he can play with their toys, still fantasizes about his wife after 35 years, loves ideas, but loves results even more, can simultaneously laugh and cry for different reasons at the same time, has never been star struck (but did not get a chance to meet Martin Luther King, and there would have been teenage girl screaming if he had).
Jay is the recipient of the Click funnels 2 comma club award (one funnel that generates over 1 million sales), has built multiple 7 figure businesses and in the midst of creating a groundbreaking business relationship building platform driven by Artificial Intelligence.
He is dedicated to instigating a global movement of Conscious Creators and supporting people to organize their life and resources around their passions and gifts.
For more info visit: www.JVology.com
Investors can benefit from knowing where they stand in the cycles of history and economics. Nathan Lewis has written four books of monetary and economic history, exploring the ways in which societies get into trouble, and also, how they can enjoy periods of enormous success.
Mike Moyer is an award-winning presenter who teaches people all over the world to master pitching techniques using the Super-Awesome Presentation Zone Program which is a framework for presenting that emphasizes non-verbal communication and stage presence. Mike is a career entrepreneur and investor who has started and run companies in a variety of industries ranging from clothing manufacturing to marketing technology. Today he runs Slicing Pie, a SaaS company that helps startup founders create perfectly fair equity splits, and MosquitOasis that makes pop-up mosquito net tents for kids. He teaches entrepreneurship at Northwestern University and has held other faculty appointments at the University of Chicago Booth School of Business and MIT. He has written ten books with a focus on business and entrepreneurship including The Slicing Pie Handbook: Perfect Equity Splits for Bootstrapped Startups and Will Work for Pie: Building Your Company With Equity Instead of Cash.
https://twitter.com/SlicingPie https://twitter.com/mikemoyer https://www.linkedin.com/in/mikemoyer/ https://www.linkedin.com/company/slicingpie https://www.facebook.com/SlicingPie
Chad is a broker and investor specializing in industrial real estate. With various partners, Chad has developed his portfolio to approximately 85,000 square feet with a value in excess of $12M. Chad has been named a CoStar Power Broker and an Industrial Influencer from GlobeSt.com. Chad has both SIOR and CCIM designations as well as a Diploma in Urban Land Economics and an MBA.
https://www.linkedin.com/in/chadgriffiths/ https://www.youtube.com/c/ChadGriffithsCRE
Mr. Cox is the CEO and founder for 40 Strategy Inc. Carl J. Cox is passionate about designing great strategic plans but more importantly getting them done. With a focus on purpose, alignment and key performance indicators, Carl works with leaders to provide them confidence to execute. After the plan has been designed, he follows up with leaders to assure they have developed best practices evaluating status and prioritizing goals. Mr. Cox designed the Navigate Your Strategy with PurposeTM methodology to increase organizational success. Learn more at www.40strategy.com. Mr. Cox is the host of the Measure Success Podcast where he talks with top leaders about effective strategies that inspire success in their business as well as their personal life. Subscribe to the Measure Success Podcast on all major platforms including Apple Podcasts, Spotify and Audible. Through his career, Mr. Cox has been an executive leader and board member with multiple organizations who have grown 3x to 5x with operations in four continents. Prior to starting 40 Strategy, Mr. Cox was the CEO, North America and founded the US office for an Australia based strategic planning software company and they grew to over 300 clients with his leadership. In this leadership role, not only did he successfully grow the company to 50% of the global business, but he also had the opportunity to consult with multiple organizations on best practices for strategic planning and execution. Mr. Cox is on the board of directors for the Oregon Manufacturing Extension Partnership. Mr. Cox has serves on multiple boards and donates 10% of his time and client net revenues towards multiple not-for-profit organizations. Mr. Cox is a certified Gallup Coach for CliftonStrengths. Early in his career, Mr. Cox was a Certified Public Accountant earned at PriceWaterhouseCoopers. Mr. Cox has been married 25 years and they have four children. His favorite hobby is coaching football, basketball, and baseball for a combined 25 seasons. Carl enjoys playing golf and just finished his first marathon. Carl resides in North Plains, Oregon.
https://www.linkedin.com/in/carljcox/ https://twitter.com/40Strategy https://www.instagram.com/carljcox40/ https://www.facebook.com/groups/measuresuccessgroup https://www.youtube.com/channel/UC9-2cL3FQzfE88g8G0LcOEg
How to Exit RichA formidable force in her industry, Michelle closes 98% of all offers she writes and, on average, obtains a 20 to 40% higher selling price for her clients. Her remarkable track record proves her persistence and dedication to creating win-win situations for both her buyers and sellers. Michelle is also the bestselling author of Think & Grow Rich Today and Sell Your Business for More Than it’s Worth, has appeared in Forbes, Inc., CNBC, and Fox Business and even started her own podcast called Exit Rich. She has also been a “celebrity judge” on “Pitch Tank” alongside Steve Forbes and Whole Foods CEO John Mackey. She lives in New Orleans.Michelle Seiler Tucker is the author of EXIT RICH: The 6 P Method to Sell Your Business for Huge Profit and the Founder and CEO of Seiler Tucker Incorporated. She has sold hundreds of businesses to date and currently owns and operates several successful businesses. She is a leading authority on buying, selling, and improving businesses, as well as increasing business revenue streams. She often posts about these topics on the company’s business Blog.
Acquiring Businesses, Businesses, Investing In Businesses, Selling Businessesmerger, Marketing, Brokerage, Author, Mother
MichelleSeiler Tuckermarketing@seilertucker.com+15045251717
Anastasia Rivodeaux - founder and managing partner at Get Funded Tools, GFT is training emerging fund managers to build investor relations to raise capital from targeted investors. Anastasia is a fundraising mentor in 500Startups, an international speaker, ex-CEO of Silicon Valley startups. Anastasia helped raise more than $80M.
Ari Galper is the world's #1 authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews and the Australian Financial Review.
Ari has created a unique and different sales approach based on trust and integrity called UNLOCK THE GAME -- designed so the dreaded act of "chasing" and the painful experience of rejection is eliminated forever - a feat never thought possible, until now.
It is specifically for business owners, consultants and sales professionals, who struggle with converting potential clients into paid clients. Many focus on growing their networks, having more conversations ("numbers game"), but converting them into paying clients, remains an elusive mystery.
Ari’s big lesson you’ll learn today, is that you lose the sale, not because you haven't demonstrated enough value, but because you haven't created enough trust -- a mindset shift that has changed thousands of people's lives.
https://www.facebook.com/arigalperfans https://www.linkedin.com/in/arigalper/ https://twitter.com/arigalper
Anna is a serial financial and tech entrepreneur, with 20+ years of experience in commodities trading, hedge funds, online media, and tech sectors. Anna is co-founder, investor, and CEO of Padverb LLC, an AI-powered social audio interview platform. She is also a founder of AVM Investments, LLC, a family office focusing on value investments and special situations, and an LP in Venture funds. Earlier in her career, Anna was part of the founding team at NEWSru.com, a source of independent news in Russia for 21 years, achieving 7.5 million unique monthly visitors. She co-founded RBS, a hedge fund back-end support, and financial analytics company, and was an investor in commodity sectors and deep value special situations at a multi-billion NY-based hedge fund. Anna has a Wharton MBA in Finance and Entrepreneurial Management and is an alumna of Harvard Business School’s 3-year Owner/President Management Program. Contact Anna at: anna@padverb.com. Website: https://en.padverb.com/
Jack Doty has served as a member of numerous boards of directors, and as an officer in numerous companies. He has substantial experience advising growing life sciences, manufacturing and distribution companies. He has particular expertise in Infrastructure Development and Maintenance, C-Level Advisory, and Capital Introduction and Coordination.
Jack is currently the Chairman and Chief Executive Officer of InnoCom Bio Equities, a Life Sciences Special Purpose Vehicle investment and advising firm. As Founding President of the San Francisco Chapter of the Private Director Association, he built membership from and original 6 to 140 members, and has personally held numerous directorships: Vice Chairman, Granny Goose Foods, Inc.; Chairman, Hoopers Confections, Inc., Chairman, Metro Pacific Corporation; Director, San Francisco Chamber of Commerce Foundation; Director, San Francisco Chapter of Association for Corporate Growth; Director, Coalition for Better Housing; Director, San Francisco Chapter of Institute of Management Accountants. As a member of California Governor Jerry Brown’s Subdivision Advisory Committee, he established and chaired 148 separate boards of directors.
Jack’s career has ranged from entrepreneurial startups to major company turn-a-rounds. As a fractional C-Level Executive, he currently is business advisor to the CEO and CBDO at California Life Sciences Association, fractional CFO of Trove Therapeutics, fractional CFO of Outbreaker Solutions and Head of Finance of Teclison Limited. A company he headed built 248-unit Post Street Towers in San Francisco. He performed as Vice Chairman, Director and CFO of $100 million Granny Goose Foods, taking it from a $3 million loss to a $5 million profit. He performed as acting CFO of $50 million Honolulu Shipyards, spearheading the team that took the company out of pending foreclosure, refinanced it and led it through re-organization to profitability. He has successfully performed as Acting CFO and COO of a branded national Whole Foods level importer, as Acting CFO of an international federally funded non-profit education foundation, as financing consultant for several emerging companies, and as Managing Director for Finance of a Private Equity Fund. Jack now directs his considerable business skills and experience to Capital Introduction, C-Level Advisory and Board of Director seats.
Colonel, US Air Force (retired) Dr Russ Barnes is Chief Strategist for Systro Solutions, Strategy Development and Organization Design for small business. He has more than 30 years' experience drawn from military service, small business ownership, executive coaching, strategy development and organization design education. His Purposefully Profitable™ Program guides small business owners in creating and implementing a customized progression toward their prosperity. In support of the Purposefully Profitable™ Program, Russ produced the Purposefully Profitable™ Podcast and the Mission Mapping™ Workshop. Russ speaks publicly on Organizing Your Business for Profitable Growth and CEO Skills for Small Business. He is the author of #1 best seller Small Business for Servicemembers: 15 Things You Need to Know to be Purposefully Profitable and a co-author in three #1 best-sellers: Becoming a GovCon Expert, Gamechangers for Government Contractors, and Mission Unstoppable: Extraordinary Stories of Failures Blessings. Dr Barnes received his Bachelor in Business Administration from Manhattan College (NY), his Master in Business Administration (MBA) from Embry-Riddle Aeronautical University, his Master of Science in Strategic Studies from Air University and his PhD in Organization Development from Benedictine University. The title of his dissertation is Organization Design for Small Business: A Discovery of Business Fundamentals for Executing a Purposeful Path to Profitability. Contact: https://www.linkedin.com/in/rcbarnes russ@systro.org
Marcia Dawood is a Managing Director in two angel investment groups, Golden Seeds (New York City) and BlueTree Allied Angels (Pittsburgh), where she is also the Chairman of the Education Committee. Marcia evaluates and mentors startup companies and investment opportunities with a clear emphasis on women led businesses. She served on the board of directors of a company where she was a founder and legal/compliance/financial director giving her experience as an entrepreneur. Previously, Marcia spent 16+ years with Kaplan Higher Education Campuses (KHEC), serving as Vice President of Career Services and also in sales and marketing, operations, and compliance. She is a graduate of the Global Executive MBA program at UNC's Kenan Flagler's School of Business.
https://www.angelcapitalassociation.org/mission-and-leadership/
Anton Ivanov is a US Navy veteran, real estate investor and entrepreneur with a 40 unit rental portfolio spread out across 4 states. His portfolio generates over $12,000 in monthly passive income and requires less than 1 hour a week to manage.*
*Anton is also the founder of two popular real estate software platforms
DealCheck https://dealcheck.io/ and RentCast https://rentcast.io/. DealCheck is the leading real estate analysis platform for quickly analyzing and comparing rental properties, flips, and commercial buildings. **RentCast is a platform that helps real estate investors and property managers grow, track and optimize their rental portfolios by giving them access to nationwide rental data.
Links:- DealCheck: https://dealcheck.io/ https://dealcheck.io/*- RentCast: https://www.rentcast.io/ https://www.rentcast.io/
Meet Zac Stern, a young visionary with a keen mind in business and love. Earning a coveted spot at the NYU Stern School of Business was just the beginning of Zac's early success, as he went on to be elected class president for three out of four years. Not one to lag, Zac was an intern his sophomore and junior years with a well-known VC and was promoted to associate upon graduation in 2020 when he joined the team full-time. His work ethic didn’t keep him from falling in love. With a long-distance relationship spanning half the globe, he’d jot down important anniversaries, birthdays, and meaningful information about his significant other. Always spot on with the love stuff, friends noticed his relationship was flourishing and wanted to know his secret. With an ear toward opportunity and a desire to fill an unmet need, Zac went right to work building an app so friends could
share the same relational success. Official was born, a next- generation social media app, built to help couples have
healthier and happier relationships. After being honest with his employer about moonlighting with his own project, Zac was congratulated by being flat-out fired. This proved to be a gift, as Official became his sole focus as of October 2020. After being interviewed by the Mayor of Miami and going viral on TikTok, the fledgling Official app crashed because too many people mobbed the platform all at once. That transformed into great user feedback and an entire rebuild of the Official platform relaunching with a successful first financing round of nearly $500k by sophisticated investors recognizing the potential of Official and its forward-thinking, altruistic relationship model.
16 Year Veteran of the business brokerage industry. 372 deals sold and over $73 Million in dollar volume. Expert in immigration related transactions. Bachelor of Arts in History, Board Certified Intermediary, Certified Mergers & Acquisition Professional. Board Certified Intermediary and Senior Partner with Transworld Business Advisors. Focused on Main Street sized Transactions in the Greater Orlando and Central Florida Markets. Experienced in Distribution, Manufacturing, Logistics and Consumer Product Sales. Specializes in assisting professionals and entreprenuers in business sales and purchases as well as exit planning and strategic acquisitions. Specialties: Specializing in Service Sector Industries as well as distribution, logistics, and manufacturing Identified as the Leading Intermediary in Florida for business transactions under the 3MM mark.
https://www.linkedin.com/in/michaelrshea/
Mike Lingle is a former software developer who’s raised venture capital, started more than one presentation company, had an exit, and run several accelerator programs. He's an entrepreneur in residence at Babson College and Founder Institute, where he helps founders launch, fund, and grow successful businesses. After almost driving his first startup into the ground, Mike realized that he needed to figure out the financials—and Rocket Pro Forma is the tool he wish he's had when he launched his first company at 25 years old.
I'm a serial entrepreneur (founded 5 startups) and venture investor in Silicon Valley. I'm also the CEO of Founders Space, a global startup accelerator, with over 50 partners in 22 countries and 110K members. https://FoundersSpace.com
Every year, I mentor hundreds of startups, helping them overcome their biggest challenges. I have some fascinating stories for your listeners about my experiences and startup ventures.
HarperCollins recently published my book "Surviving A Startup," where I delve into the hard questions, like why do most startups fail? And how can entrepreneurs beat the odds, overcome emotional stress, and break through both mental and market barriers? https://SurvivingAStartup.com
I look forward to sharing my insights, stories, and experiences on your podcast.
My full bio https://CaptainHoff.com
Lisa Krueger Khan has been practicing exclusively in the area of Immigration since 1997 and has been a sole practitioner with Immigration Law Offices of Lisa Krueger Khan, PA since 2004. The firm’s focus is on business/employment immigration (including Nonimmigrant Visas such as E1 trader, E2 investor, F1 student, H1B specialty occupation worker, L-1 intracompany transferee, O-1 extraordinary ability, TN professional and Immigrant Visas based on extraordinary ability, national interest, multinational manager/executive, labor certification, EB5 investor). The firm also handles all aspects of family-based immigration matters as well as citizenship and naturalization. Ms. Khan previously worked as an immigration attorney with Judith G. Cooper, PC in Houston, Texas (1997-2001) and with Hendry, Stoner in Orlando, Florida (2001-2004). She received a BA in Business Administration/Political Science with high honors from Principia College, Elsah, IL in 1989. She attended the University of Auckland, New Zealand on a Rotary Foundation Scholarship in 1990. Ms. Khan received her law degree in 1994 from the University of Michigan Law School. In the same year, she also received a master’s degree in Political Science from the Univ of Michigan Rackham Graduate School. She served on the Board of the American Immigration Lawyers Association (AILA)- Central Florida Chapter from 2002 to 2013 and again from 2018 to 2019 in positions including Chair, Executive Vice Chair, Regional Vice Chair- Orlando, and Education Chair. She has served on two AILA National Committees (Field Operations Liaison and Media Advocacy). Ms. Khan is the recipient of two AILA Central Florida Chapter Awards: “Outstanding Contributions to the Chapter” (2010/2011) and “Excellence in the Practice of Immigration Law” (2009/2010). Ms. Khan was a prior Board member of the British American Chamber of Commerce and also served on the Board of Trustees of Windermere Preparatory School for several years. She is a frequent speaker at local, regional and national seminars and conferences on immigration matters.
website: www.lisavisa.com email: Lisa@lisavisa.com office phone: 407-351-9075
Blair Porter Hornbacher is a nationally recognized alternative business funding advisor on all things credit and finance related. She is Managing Partner of both Midas Financial Company and Midas Venture Studio, which will have collectively secured well over two billion in debt and equity financing on behalf of their clients by the end of 2021.
Blair graduated Magna Cum Laude and Phi Beta Kappa from the University of Maryland in 2001. Her studies included Political Science, Spanish, and Business; as well as a year of study at the Universidad de Sevilla in Spain. Since entering the workforce, Blair has had much success in the Financial Services arena. She has concentrated primarily in sales and business services, including branding and building social media platforms. In 2008, Blair joined the Midas Financial Company as Marketing Director and took an equity stake soon thereafter.
Blair lives in Gilbert, AZ with her husband, Darrell, and their two daughters. She adores her family more than anything. Outside of managing two successful companies, Blair enjoys spending time with her family, traveling, and a nice glass of wine.
Contact info: www.MidsBizLoans.com www.MidasVentureStudio.com https://www.linkedin.com/in/blairph/ www.calendly.com/yourfundingqueen
Sedale has been an entrepreneur since childhood. After high school, he quickly grew bored in college and dropped out. He spent some time honing his leadership skills as an outdoor guide leading rafting and kayaking expeditions around the world. As an adventure guide with ample downtime to study and learn, he developed the analytical and business skills needed to launch a management consultancy in Argentina focused on delivering enterprise data products to clients.
From that role he was recruited to develop, and then serve as the CEO, of carbonBLU, a successful venture-backed startup solving challenges in the clean vehicle and fleet management space. Sedale led the company through MVP and helped secure a pipeline of over $1.5M in government contracts. During that time, he gained intimate knowledge of the challenges and pitfalls of applying for and managing grant funding as a technology startup, which was the impetus for OpenGrants.
Sedale brings with him a history of leading successful teams, experience with—and deep connections to—the public sector, and a passion for building companies with a strong social mission.
https://www.opengrants.io/
https://www.linkedin.com/in/sedaleturbovsky/
Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento,CA.
His strategic alliances and clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth or help their clients do the same. Brett is the host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the DST tool to help their high net worth clients break out of capital gains tax jail.
Mr. Swarts is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.
His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $300,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses.
Brett was formerly an associate at one of the largest CRE Brokerage firms in the country (Marcus & Millichap), is now a Sacramento Multifamily Broker with eXp Commercial. Brett lives in Roseville California, with his wife, Melanie and their 5 children.
CO-FOUNDER, MANAGING PARTNER
t: 310.388.0018| e: bweiner@innovisefwa.com
Brian Weiner is a Co-Founder and Managing Partner of InnoVise Family Wealth Advisors and leads the firm’s Family Office practice. Since 1996, Mr. Weiner has served as an independent fiduciary and strategic advisor to high-net-worth families and family offices globally.
Brian began his career as the Deputy Trade Commissioner for the Government of Israel (Southwestern U.S.), where he facilitated joint ventures and strategic partnerships on behalf of U.S. and Israeli companies. After government service, Brian attended Suffolk Law School in Boston, where he received his juris doctorate. Following law school, he joined Citi-Smith Barney to build a wealth management group focused on family offices services. In 2004, Brian founded Allied Advisors in order to offer families truly independent and unbiased advice. After successfully building this business to advise on over $3 Billion of family wealth, Brian sold the firm in 2009. He then founded BW Consulting, a multi- family office that represented families in the U.S., Europe, and the Middle East.
Brian is an active member of Young Presidents’ Organization (YPO). He is a member of the Circle of Founders of the new Motion Picture Academy Museum and is a co- founder of the Citizens’ Empowerment Center in Israel.
Brian is a graduate of UC Santa Barbara with a Bachelor’s degree in political science.
https://www.innovisefwa.com/
Riley Oickle is a graduate from Western University where he studied Business & Kinesiology while competing in Varsity Track & Field. From the age of 18 to 24, he started multiple businesses including ‘Home Maintenance London’ & ‘RO Business Consulting’ which combined surpassed $2 million in revenue. Since then, Riley still operates his businesses from afar, and now focuses his career in Real Estate Investing full-time. He is passionate about helping people take their first step toward financial freedom through the investment vehicle of Real Estate.
Website: https://www.rileyoickle.com Instagram: Rileyoickleinvestor Facebook: Rileyoickleinvestor
Jeff Ransdell is a serial entrepreneur with experience bringing innovative companies to private market investors through Fuel Venture Capital and managing billions of dollars worth of assets in the public sector through one of the country’s top financial institutions. Jeff is the Managing Director and Founding Partner of Miami based Fuel Venture Capital, a $200+ million venture capital fund with portfolio companies such as Taxfyle, Soundtrack Your Brand, Tradeshift, Bolt mobility, Curve and more. In 2020, Jeff recognized the opportunity to apply his signature “founder focused, investor driven” approach at Fuel Venture Capital to the public market through a special purpose acquisition corporation and started Maquia Capital Acquisition Corporation (NASDAQ: MAQC) alongside partners based in Latin America. As the Chief Executive Officer, Jeff is looking to shape the economy and bridge the gap between the Americas, by giving the public markets access to high growth companies curated in the private sector for ultimate public market consumption. Listed on Nasdaq in May 2021, the $175 million SPAC Maquia Capital Acquisition Corp is targeting tech-focused middle market and emerging growth businesses in North America with total enterprise values between $500 million and $2 billion. As a managing director and market executive of Bank of America Merrill Lynch, Jeff managed more than $130 billion of global private client investment assets, a P&L of $2 billion, and over 2,000 employees across the bank’s Southeast Wealth Management Division. Jeff is a frequent guest on CNBC, Yahoo Finance, TD Ameritrade, and Benzinga, and has been featured in Forbes, Bloomberg, Reuters among others.
Links to Share FuelVentureCapital.com Instagram & LinkedIn @FuelVentureCapital Twitter @FuelVC
NASDAQ:MAQC Instagram & LinkedIn @MaquiaCapital INSTAGRAM: @JeffRansdellVC TWITTER: @JeffRansdellVC LINKEDIN: @JeffRansdell
Please follow ✅Email business inquiries to hello@patrickburns.coSchedule a free consultation to help build your brand!
Every Brand Needs a Guide.
It can seem overwhelming trying to digest the endless information and learn the complex technology when building a brand online. It's frustrating when your brand's voice falls on deaf ears. Finally, watching a competitor dominate the online market with an inferior product, or service can be the most disheartening.
Patrick Burns comes as a guide to help you overcome these challenges.
He is a digital marketing consultant. Averaging 1 Million + views every month from content marketing. He has worked in various industries to build brands online.
From helping the development of your message to the tactical ways of distributing that message everywhere. He covers it all. Meanwhile making the steps simple, and straightforward so that you can execute them easily.
"My dream is to make yours come true."
- Patrick BurnsDigital Marketing SpecialistFounder of Patrick Burns Co.
Twitter: @patrickburnscoInstagram: @patrickburnscoFacebook: @patrickburnsco
https://www.bossequity.com/about-us/mark-edwards
CEO of Boss Equity - 100 Acquisitions
In April 1999 Mark set up Document Boss (now Boss Equity), with his then partner, David Shieldhouse. Together, they created the blueprint for a new type of specialist service provider aimed at senior executive business leaders in the software tech sector.
Over the ensuing 19+ years, Mark has been personally involved in over 100 Software Tech acquisitions. His wide-ranging knowledge, contacts and experience in this sector have proved invaluable in finding ‘the right fit’ for client companies and acquirers alike.
Rapid Growth for Client Companies
Over the past 5 years, Mark has developed and refined Boss Equity’s “Equity Value Accelerator” (EVATM) service. This is a bespoke framework which assists software tech CEO’s and business owners to grow the equity in their business.
By examining 5 critical areas of a business, the EVA service uncovers its strengths. It also identifies those areas where improvement can mean a rapid increase in growth, adding to the overall equity value of the company and enhancing sale price at exit.
Business transfer industry
Having worked early on in his career at W&T Avery (now GEC Avery), Mark then worked in the business transfer market alongside one of the UK's top transfer agents - John Oakes. This proved to be an excellent learning trajectory in the art of selling businesses.
ECM Experience & First European MBO
From the early 1990's Mark specialised in the Document Management sector. Head-hunted, he became the UK General Manager for DSA; a German document software vendor management and scanning company, operating across Europe. As well as managing the UK operation, Mark was also part of their pan-European management team, working alongside colleagues from France, Germany, Italy, Switzerland, Spain, Poland and Greece. It was during this time that Mark was involved in raising investment for several established and start-up eDM companies. He also facilitated the MBO of DSA to form the Pan European company, Novadys.
Software Tech Experience
At the start of the 80's UK recession, Mark's next move was to enter the thriving computer industry, where he was involved in selling data-storage products - such as Exabyte tape drives and Quantum hard drives - throughout the UK. During this time, Mark introduced a sales incentive programme that was adopted in the UK, Canada and the US.
Entrepreneurial Background
Mark has successfully run several businesses, one of which was based upon a flotation belt he created, called the "Aqua Runner Belt". This was later developed by Mark and his then wife, Isabel, into a fitness class and training school for fitness professionals. The belts and classes were sold throughout Australia, Argentina, France, USA, Germany, South Africa and Brazil and were used to help athletes and individuals recovering from injury, by allowing them to exercise, suspended in deep water (Aqua-runner belt & Flotation Aerobics).
A number of top athletes used Mark's flotation belt to maintain their fitness whilst recovering from injury: these included Liverpool football club, Glasgow Rangers and a number of Olympic athletes.
Mark also formed Acumen, a document management file management company that bridged the gap between the paper document management world and electronic documents, using RFID's - tiny electronic transmitters that held information regarding location and content.
Personal - Interests & Hobbies
Mark is an award-winning photographer and an Associate of The Royal Photographic Society; he is working on a portfolio of images towards becoming a Fellow. A selection of some of Mark’s images can be found at flickr .
He has studied with The Coaching Academy as an executive coach, which he finds very useful in his current role, mentoring clients and facilitating M&A assignments.
Mark is a keen keep-fit enthusiast,
Host of the #1 Commercial Real Estate Podcast on iTunes 🎙 Lifetime Cashflow Through Real Estate Investing 🎬 | Director at The Lifetime CashFlow Academy | Best Selling Author 📖
Somewhere Along The Line, I Made A Big Mistake……
I immigrated to the US when I was six. We struggled to get by. I had to wear clothes from the Goodwill and eat expired food because that’s all we could afford. I decided when I was 18 that I was going to do real estate. Fast forward, and I've now personally owned and managed over 2,000 homes and apartment buildings. I'm host of the Top-ranked Real Estate Investment Podcast; “The Lifetime CashFlow Through Real Estate Investing Podcast" with more than 10,000,000 downloads. I'm also author of “How to Create Lifetime CashFlow Through Multifamily Properties” considered to be an essential “textbook” for aspiring and experienced multifamily investors. I'm passionate about real estate, business, life, success and giving back.
I've combined my passion for real estate investing and personal development coaching with my personal philosophy of goal setting, envisioning, and manifesting success to train and coach people that want to escape the rat race.
Experience:
I started out buying houses in Denver in the 80's and ended up with over 500 single family homes there in a buy and hold strategy. I also had some apartment complexes. I then bought over 200 houses in Memphis. I then bought over 1,300 along the gulf coast of Florida along with some apartment complexes. I no longer love single family investing.
My focus is now multifamily. I love talking and educating people about multifamily real estate investing one on one, as a coach, or through my podcast.
To join me at Multifamily Bootcamp please visit: https://RodsBootcamp.com
Member of the Forbes Real Estate Council https://www.forbes.com/sites/forbesrealestatecouncil/people/rodkhleif/
Connect with Rod
Click here for Live Bootcamp information
The head of marketing at Empire Flippers, the largest curated marketplace in the world for helping people buy and sell online businesses. He was employee #4 and has helped Empire Flippers grow into a 90+ person team, hit the Inc 5,000 list 5 times, win several international brokerage awards, all while helping entrepreneurs have life changing exits.
He regularly consults with entrepreneurs whether their business is a side hustle worth $20k or a full on enterprise selling for $12 million and up.
You can connect with Greg by email or Linkedin: greg@empireflippers.com https://www.linkedin.com/in/gregthewriter/ https://empireflippers.com
Justis Mendez is the Co-Founder and Managing Partner of ONESIXONE Ventures, a seed stage venture firm focused on funding young founders. They currently have partnerships with top Universities such as The University of Florida where they launch a 10 week program on campus helping founders scale
https://www.linkedin.com/in/justis-mendez-a78453b6/
Instagram @justismendez
Website - onesixonegroup.com
Email - justis@onesixonegroup.com
Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He’s on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life’s narrative, commonalities across generations working today, and ways to communicate with emotional intelligence.
Michael’s newest book, I Know, A Practical Guide For Awakening To What’s Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded, and helped him rise from his life’s ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael’s raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you’ll transition from believing life’s answers come from outside yourself to knowing you can discover the answers already inside yourself.
For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He’s invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives’ missions, and taught leaders how to create psychological safety by inviting employee life experiences into workplace.
Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments.
Website: https://michaelsseaver.com Book - I Know: https://michaelsseaver.com/books LinkedIn: https://www.linkedin.com/in/michaelsseaver Twitter: https://twitter.com/michaelsseaver Facebook: https://www.facebook.com/MichaelScottSeaver Instagram: https://www.instagram.com/michaelsseaver YouTube: https://www.youtube.com/user/SeaverConsulting
Growing up in a very entrepreneurial family, I always knew I wanted to start my own business, first doing so at age 12. For the first five years of my career, I ran WeVue, an HR technology startup based in Tampa. While running WeVue I truly found my strengths in fundraising and sales. I have an extensive background in business development and marketing and have been actively involved in the technology ecosystem in Florida. I now lead Investor Relations at Florida Funders the most active VC in the state of FL, helping find new investors and raising capital for early-stage companies. I have a passion for early-stage technology and live for the innovation ecosystem. I am also an avid Angel/VC investor focusing on technology in both the public and private markets with well over 10+ private investments in my portfolio. https://www.linkedin.com/in/saxonbaum/ Saxon@floridafunders.com4128749064
Meet Jaime Sturgis
CEO/Founder of Native Realty Co.
Jaime Sturgis is the Founder and CEO of Native Realty Co., a Fort Lauderdale-based team of talented and aggressive real estate professionals who are disrupting the industry. A pioneering broker with nearly a decade of leasing and investment sales experience, Sturgis has become a household name in the real estate industry through his role curating emerging urban neighborhoods. His place making efforts began in Miami’s Wynwood and continued in Fort Lauderdale’s Flagler Village, where he has completed more than 1 million square feet in transactions over the last few years and set property sale pricing records. Sturgis is now expanding into new cutting-edge neighborhoods throughout South Florida.
Sturgis has been the recipient of numerous industry awards and recognitions, including:
South Florida Business and Wealth magazine’s Up & Comer Award in the Real Estate categorySouth Florida Business Journal’s “Dealmaker of the Year” honor at the annual Structures Awards (2018 and 2020)CoStar’s 2018 and 2020 Power Broker Award in the Top Retail Leasing category for the Fort Lauderdale/Broward County marketReal Estate Forum‘s 2019 “Influencers in Retail” feature on the nation’s top professionals in the sectorUrban Land Institute’s 2019 Young Leader of the Year award Southeast Florida/CaribbeanSouth Florida Business and Wealth 2019 Apogee Award honoring top C-suite executivesSouth Florida Business Journal‘s “Terry Stiles Deal of the Year” award at the annual Structures Awards (2019)NAIOP South Florida‘s 2020 Awards of Excellence in the Sale of the Year and Broker of the Year categoriesSouth Florida Business Journal‘s “40 Under 40” honor recognizing the region’s 40-and-under business leaders (2020)Commercial Property Executive 2020 Stars to Watch honoreeConnect Media “2020 CRE Next Generation” award recipientConnect Media “Top Broker 2021” award winnerSouth Florida Business Journal‘s 2021 Power Leaders in Real Estate honoree
Sturgis has authored published pieces for National Real Estate Investor and the Daily Business Review and has been featured in The Real Deal, Sun Sentinel, GlobeSt and many other publications.
A Florida State University alumnus, Sturgis graduated cum laude with a triple major in Real Estate, Professional Sales and Entrepreneurship.
https://nativerealty.com/about-us/
Mario Dattilo was born in Minnesota and currently resides in Florida. He has over 14 years of real estate investment experience. He was previously a managing partner of a real estate brokerage and currently holds a real estate broker license in the state of Florida. His investment career began in rehabbing/flipping single family homes which lasted 8 years until his company transitioned into investing in institutional grade manufactured home communities and self storage in 2015. The companies portfolio owns and operates assets in four states. The "Mario Dattilo Show", Mario's YouTube channel and the "MHP Tribe" are platforms Mario is using to help educate and expose others to the MHP industry.
Mario is a co-founder and has co-managed Real Estate Acquisitions USA Corp’s residential, mobile home park, and self storage real estate portfolios since inception. His current role includes oversight of acquisitions and investor relations.
Pelorus Equity Group and Pelorus Fund Co-Founder and President Rob Sechrist Rob is a co-founder and president of Pelorus Equity Group (“Pelorus”), the leading provider of value-add bridge commercial real estate loans to cannabis businesses and owners with cannabis-related real estate and Pelorus Fund, a private mortgage real estate investment trust (“mREIT”).
Rob brings nearly 20 years of experience in the real estate finance industry. Since the formation of Pelorus in 2010, he has raised more than $200MM in secured real estate transactions. Rob’s primary role at Pelorus is the development of strategic alliances with both private and institutional investors, formation of equity partnerships, coordinating the company’s growth into new markets and as an underwriter of transactions. Rob also oversees the direction of the marketing programs to borrowers, brokers and investors. Today, Pelorus raises several million a month through the company’s investors and equity partnerships. Prior to joining the real estate industry, Rob was the founder and CEO of an international action sports manufacturing company. He has also managed medical product sales in Southern California as well as trained the sales reps nationally for an orthopedic manufacturer. Rob earned a BA from San Diego State University. Licenses include California Real Estate Broker’s License, NMLS License and designated expert witness as an asset based lender. He is also the CEO of JRS Capital USA, Inc., a real estate consulting firm based out of Newport Beach, California. Currently a member of Gen Next and a donor to the Gen Next Foundation. Rob is married and has a son.
Marvin L. Storm has founded, acquired, and scaled businesses in the equipment leasing, business services, tech, and franchise sectors over the past four decades. After exiting his last business, he planned to enjoy life, but after a brief stint in the slow lane he realized that sitting on the sidelines wasn’t his style.
After considering his options, he felt that leveraging his decades of startup, operational, and C-suite experience could help entrepreneurs launch, scale their business, create enterprise value, and then execute a profitable business exit.
With this idea in mind, he launched the Business Exit Stories Podcast where he interviews M&A Advisors, Investment Bankers, Business Brokers, Wealth Managers, and other transaction professionals inviting them to share war stories of their good, bad, and ugly deals for the benefit of entrepreneurs who are in the early stages of thinking about and positioning their businesses for an eventual exit. He has also developed strategies entrepreneurs need to be able to double the money they put in their pocket when they sell their business. He is currently writing a book that incorporates insights from this career, case studies from this podcast and personal experience, and data from professionals in the business exit profession.
Marv has and continues to serve on numerous company Boards of Directors, consults with entrepreneurs on their exit strategies, provides expertise witness testimony in litigation and arbitration cases, and is a frequent speaker, exit coach, author, and podcaster.
Links:
LinkedIn Profile: www.linkedIn.com/in/marvinlstorm Podcast Website: www.businessexitstories.com Free Report: www.businessexitstories.com/report Facebook: https://www.facebook.com/BxAdvisors Business Website: www.bxadvisors.com Personal Website: www.marvinlstorm.com Twitter: https://twitter.com/marvinlstorm
About Transworld
Transworld Business Advisors is the world leader in the marketing and sales of businesses, mergers and acquisitions, and franchises. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company or new franchise, Transworld Business Advisors offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions or franchising; we are the business sale specialists. Since our inception, we have excelled in getting deals done!
Call us and you will understand what makes us the best company to handle any business, merger, and acquisition, or franchise sale.
https://www.tworld.com/
Dave Seymour, a retired 16 year veteran of the Fire Service launched his Real Estate career over a decade ago, rapidly becoming one of the Countries top investors. Within his first few years, Dave transacted 10’s of millions of dollars of real estate and has become one of the Nation’s leading experts in commercial multi-family transactions. His unabridged passion for business and Real Estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC, and FOX News. “Flipping Boston” aired on A&E for multiple seasons. Dave has been sought after, as a no nonsense investor with zero tolerance for inefficiency and speculation. Dave is well-known for doing business alongside investors of all experience levels. He has helped accredited investors on their very first deal as well as guided some of the largest investment firms in the nation through complex transactions. Dave’s blue collar attitude in a white collar world is why investors seek his advice and want to invest alongside his team at Freedom Venture Investments. Dave has disrupted the Private Equity landscape allowing investors access to institutional quality CRE assets that have typically only been for the elite.
www.freedomventure.com https://www.daveseymour.club https://www.facebook.com/DaveSeymourLive twitter @daveseymour343 instagram daveseymour343 https://www.linkedin.com/in/daveseymour343/
Dr. Jeremy Weisz, in addition to running Rise25, has been featuring top entrepreneurs with video interviews since 2010 that include founders/CEO’s of P90X, Atari, Einstein Bagels, Mattel, the Orlando Magic, Rx Bars and many more on InspiredInsider. He was senior producer for 6 years at one of the early top business podcasts helping to put systems in place and to run some of the behind-the-scenes operations.
Even before the Rise25 podcast service that helps your company run and get ROI from a podcast he would say, “Every business should have a podcast because hands down it is the best thing I have done for my business and my life. I have made best friends, met my business partner, and had countless clients and referral partners come out of the relationships I have built with my podcast.”
He continues to run his own chiropractic & massage facility in downtown Chicago and is founder of a nutritional supplement business.
https://rise25.com/
ABOUT THE REAL JASON DUNCAN
My mission is to use my gifts of teaching and leadership to help others achieve the results they want out of life.
I am the oldest son of two loving parents, Michael & Marsha Duncan. I went to school–all 13 years from Kindergarten to high school–in the small town of White House, Tennessee.
I am married to Kristie Duncan, my high school sweetheart whom I met on a blind date when I was 16 years old. Kristie and I have a son and a daughter.
My first career in ministry started right out of high school as a youth minister for my home congregation. I earned a Bachelor’s degree in ministry from Southern Christian University (now Amridge University) in Montgomery, Alabama in 2001. From 1992 to 1998 I served as a youth minister to different churches around the southeastern United States.
In 1999, I transitioned from youth ministry to preaching when I became the senior pastor at a local congregation in middle Tennessee. I spent the next seven years as a senior pastor of congregations in Tennessee and Nebraska. To supplement my meager ministry salary, I sold life & health insurance to small business owners.
Growing tired of the ministry, I returned to college in 2005 and earned my Master’s in education from Lipscomb University in Nashville, Tennessee. I left vocational ministry in 2006 and entered the classroom as an 8th grade American history teacher in 2007. I spent the next four years as a schoolteacher, which became the love of my professional life. To me, there was nothing better than teaching. I quickly became recognized as one of the best teachers in my subject area in the entire county.
Unfortunately, due to the Great Recession, my teaching contract for the 2011-12 school year was not renewed due to major budget cuts and a lack of tenure. It was then that I found myself searching for the next chapter of my life. That is when I founded Energy Lighting Services (“ELS”, energylightingservices.com), which soon became the top LED retrofitting company in North America. My skill as a salesperson coupled with my unique experience as a pastor and teacher combined to make me a very effective accidental entrepreneur.
Since 2010, my leadership as the founder of ELS led to recognition in Inc. magazine two times as one of the fastest-growing privately held companies in America. ELS was also named as one of the top entrepreneurial companies in America by Entrepreneur magazine. We also won several Small Business of the Year Awards and a Best in Business award from the Nashville Business Journal. I was even recognized by the Tennessee Small Business Development Center as a “Rising Star” in 2014.
Over the years, I began leveraging my success as an entrepreneur and my unique background as a pastor and teacher to consult and coach other entrepreneurs and business owners to get to success more quickly. In 2020, I founded the coaching and consulting firm, Results Through Integrity, which specializes in teaching entrepreneurs how to exit their businesses without selling them to a third party. Then in 2021 I founded Results University, which delivers world-class online courses for entrepreneurs who want to start, scale, and exit businesses successfully.
I am also the host of the nationally syndicated podcast, The Root of All Success. It is a show where I interview the top successful entrepreneurs from across the world about how they got to success. Essentially, the podcast is about how entrepreneurs grow incredibly successful companies.
Currently, I am the owner of eight different companies and am always looking for new businesses in which to invest. My primary interest is investing in people because I truly believe that the only thing that moves from this world to the next is people. As I always say, “If you want an investment that pays eternal dividends, invest in people.” To this end, I started a mentorship program called “PEAP”, which stands for Professional Entrepreneur Apprenticeship Program.
Kenn Gluckman joined Moran Kidd in 2017. Kenn practices in the firm’s Transactional Department. With a diverse background in transactional law and litigation, Kenn represents a wide variety of businesses focusing on providing critical advice and transactional guidance.
Specifically, Kenn focuses on company formation, corporate governance, company agreements, buying and selling businesses, mergers and acquisitions, restructuring, capital raising, employee issues, franchise operations, and commercial real estate.
Kenn holds the Martindale-Hubbell® AV Preeminent® rating, which is the highest possible rating for an attorney for both ethical standards and legal ability. Kenn previously worked for a management-side labor and employment law firm, one of the top ten largest commercial law firms, and his own small business law boutique firm focusing on general business representation.
During law school, Kenn was an Article and Notes Editor for the Environmental Law Journal and served an internship with Justice Major Harding at the Florida Supreme Court.
https://morankidd.com/attorneys/kenneth-s-gluckman/
An avid lover of music, fashion, entertainment, sport and technology. I have 15+ years of experience in creative & strategic marketing as well as an all around understanding of how consumers have revolutionized & adapted within today’s culture. Using my experiences, relationship building and knowledge to help build brand growth for organizations that I have served; from Nike, to consulting for key CPG brands, to investing in start-ups and being a part of advisory boards. Also, being able to work for some amazing brands like Nike, I’ve had the great opportunity to seek, sign, service, leverage, orchestrate, launch and lead some amazing athletes, programs and campaigns. With a proven track record in content building, brand awareness, storytelling, social/digital strategy, budget management and deeply understanding the trend of the consumer - I continue to lead with my consulting services and investment opportunities.
I used to be an engineer as I was building my side gig (real estate rental portfolio). I QUIT two years ago and never looked back. A lot of my clients are highly paid professionals.
In a world of fake gurus... people know me as a Real Estate Anti-Guru of adding tremendous give away the farm value! Today I own 4,000 units, writer for Forbes, Top-50 investing podcast, and Amazon Best-Seller. You can watch my 60-second bio here: https://youtu.be/yWWsZr72W5o
A little bit about me: I am an ex-Civil Engineer who invests passively in Real Estate from Honolulu, Hawaii. I used to be in a big bad private company as a construction engineer but after some saving and investing I found happiness and balance at a lower-paying job. I journal my experiences in the "Simple Passive Cashflow" podcast that I put on iTunes & Google Play. My parents got screwed with the 401K and stock market and it's my mission to get everyone out of the corrupt Wall Street roller coaster and into Main Street invests with safer, higher returns that benefit the middle class of America.
Michael “Mike” Morawski is a 30+ year real estate investment veteran. He has controlled over $285,000,000 in real estate transactions. Mike is an entrepreneur, author, real estate trainer, public speaker, and personal coach with a strong, personal resilience, and deep desire to help others live an extraordinary life. He has coached hundreds of real estate investors to fulfill their dreams. Michael began as a general contractor in the Northwest Suburbs of Chicago with $5 mm in annual revenue. He sold his company and then took some time off to decide what to do next. Michael entered the real estate industry as a sales agent building a team of agents and support staff that produced over $20 mm per year in sales production. In 2005, Michael started a private equity firm, raising $18 mm in private equity and acquired $60 mm in multi-family apartments including 4,000 units in five different US markets. As part of the company’s growth, Mike built and developed a property management division that managed 7,500 units. Mike has always believed that transparency and honesty are central to any successful business and personal life. As a result of the 2008 world economic crisis, Mike let his guard down and let his transparency slip. The impact that had on his company and its real estate holdings left him scrambling to protect the company and its investors. Due to the market climate, he found himself in a defensive mode operating out of chaos and fear. In an attempt to protect his company’s investors, Mike had to make difficult business decisions. Some of those decisions were handled poorly. As a result of those poor decisions, the company imploded and Mike faced wire and mail fraud charges which lead to a 10-year federal prison sentence. To read more about his story, you can read the full story in the Journal of Business Ethics titled: Multi-Family Ventures, LLC and the 2008 Financial Crisis: Ethical Decisions Regarding Keeping the Board Informed. This was a devastating loss of life as he knew it and everything he thought was important and came as a harsh wake-up call. Mike used his time in prison to make a difference. He worked to receive his college bachelor’s degree. Mike developed and taught bible studies, ethics, real estate, and property management classes. Mike served on a prison suicide cadre and was involved in the community outreach program. He was one of the founding members and president of toastmasters as well as a core member of Alcoholics Anonymous. He and his story made a positive impact in the lives of others both in and outside the prison walls. Mike’s resilient mindset helped him turn things around. Now Mike is focused on helping real estate owner/operators and other industry professionals make wise, responsible decisions while continuing to grow their businesses and create a profit. The positive impact Mike can have on you comes from learning from his experiences, both positive and negative. Mike offers to be what he did not have during that time – someone to help you make tough decisions when challenges come your way. Mike’s comeback story will inspire you and open your eyes. Entrepreneurs are often faced with decisions that impact the rest of their life. As Mike experienced, those choices can either be positive or devastatingly negative. Today Michael’s passion is sharing his knowledge and wisdom with others for their gain. Mike is the host of the Insider Secrets Podcast and the co-host of Multi-family Unplugged Vidcast. Michael has built My Core Intentions training and coaching platform to help real estate investors and industry professionals excel in their field. His Core principle is to teach his clients how to create “short-term cash flow and long-term wealth.” This is delivered through live and virtual training events, and three levels of personal coaching. Two of the things that set My Core Intentions apart is their teaching about developing an exit plan and a deep dive into creating wealth th...
Seth Erickson’s personality, and particular brand of humor, is what draws people to him. He has the ability to distill complex ideas into easy-to-understand information and not afraid to work hard and apply tenacity when needed. Sometimes Seth uses these traits for good, sometimes to go after world domination, but one thing is true above all else: Seth is a born storyteller. At the tender age of four, Seth was baffling his pre-school teacher with his vivid imagination. While many kids were naming shapes, Seth told stories with added plot points, built worlds, and introduced characters.
This verve for storytelling grew, as Seth did… which is to say, quite large. Seth is many things; a BBQ enthusiast, a taco aficionado who can and will make tacos out of anything, a Brazilian Jiu-Jitsu practitioner, and a scuba diver. He spent his early years as an illustrator, web designer, DJ, music producer, and recently became an author. However, perhaps most notable is the career Seth has built by merging aspects rarely found together: business, creativity, and wit.
Seth uses storytelling as a way of helping businesses, specifically Startup’s. Stats say 90% of start-up’s fail. Seth’s vision is to reduce that disheartening number by at least 10%. He recognizes many Startup’s excel at building their tech and ideas but fall short when communicating their value to the world. Enter Seth, who teaches these budding business owners one of the most effective communication methods. An art form that has been a part of humanity for as long as… well… humans—storytelling. Seth believes these entrepreneurs will find proving their value to investors and the marketplace easier with the techniques he teaches. He has seen firsthand how incorporating storytelling can make a presentation and product stand out and become memorable to investors and customers alike.
So, if you’re searching for a six-foot eight-inch, globe-trotting branding agency owner with a sense of humor to aid in your startup endeavors, look no further than Seth Erickson.
Linked In - https://www.linkedin.com/in/setherickson/ Instagram - @originalsetherickson https://www.storifyagency.com/dealscout
Book link - https://www.amazon.com/dp/B09H4YMF7D
Fraser Kirk – Marketing & Communications Director, United Capital
Fraser is an experienced and expert communicator who has developed and delivered marketing and PR strategies for businesses across Scotland for over 10 years. From start-up businesses to legacy family firms, Fraser utilizes a unique blend of marketing expertise and business management experience to drive rapid growth.
In addition to his position on the board, Fraser leads United Capital’s in-house marketing agency, BlueLime Marketing, which delivers a full range of marketing services to all group companies.
LinkedIn - https://www.linkedin.com/in/fraserkirk/
Paul McGillvery – Legal & Commercial Officer, United Capital
Paul serves on United Capital’s board as Legal and Commercial Officer and Company Secretary. He is also Managing Director of Affinity Business Centres.
Paul has a legal career spanning more than 15 years, and in that time has acted as in-house counsel advising businesses and charities involved in high-value projects providing all types of legal advice on key commercial and charitable activities. Paul specializes in M&A and corporate governance and advises on strategic legal, compliance, operational and commercial group issues.
LinkedIn - https://www.linkedin.com/in/paul-mcgillvery-45b903192/
Jason Schaller is Founder and Principal of The Schaller Group, a Design, Construction and Creative Agency. In addition to his creative work with The Schaller Group, Mr. Schaller is Partner with Peacock Capital where he and his partners use their combined 60 years of Commercial and Multifamily value-add real estate, design and construction experience to syndicate and purchase apartment communities in the State of Florida. Peacock Capital currently owns and operates 33 apartment communities totaling 1,300 apartments with 500+ additional apartments under contract and 5 development sites owned in the early stages of development for the construction of 500+ new apartment homes.
Prior to forming The Schaller Group, Mr. Schaller was Vice President and Managing Director at McKinley, Inc., a $4.6 Billion Dollar real estate company based in Ann Arbor, Michigan where he worked for over 18 years. He served as an executive who was responsible for leading property management operations, sales, marketing, branding, due-diligence, acquisitions, design, construction and redevelopment throughout McKinley's National Real Estate Platform. Mr. Schaller has a reputation for conquering the most challenging projects and he has been directly responsible for the operations of a 12,000+ Unit Multi-State Apartment Portfolio, a 16 Million SF Commercial Portfolio and the creation of a Class-A-highly-recognized Boutique Apartment portfolio in Tampa's exclusive Hyde Park neighborhood. He has designed, renovated and repositioned 1,300-unit apartment buildings, beachside resorts and regional shopping malls. Mr. Schaller has worked for private and institutional owners, has been named receiver in the State of Florida and has repositioned receivership and REO assets in 21 states.
Throughout his career Mr. Schaller has designed and executed over $220 Million of restoration, redevelopment and construction projects in the Multifamily, Hospitality and Retail Industry. His multi-faceted experience has given him insight into the mind of the consumer. He understands the owner's perspective and the need to construct projects with low, long-term operational costs that are value-engineered to save money at the time the project is executed. Furthermore, Mr. Schaller has a track record for driving results with sales and operations once the project is redeveloped. Since forming The Schaller Group at the end of 2017, Mr. Schaller has designed, branded and renovated over 200 multifamily, hospitality and commercial projects.
Mr. Schaller, originally from Michigan and he graduated with honors from Eastern Michigan University where he earned a Bachelor of Science degree in Arts Management and Marketing. He relocated from Detroit, Michigan to Winter Park, Florida in 2009. In addition to his career in Design and Real Estate, Mr. Schaller has performed and recorded internationally as a rock n' roll guitarist for over 25 years. His band, VANGOGO, can be heard nationally on alternative rock radio and internationally with millions of streams on the major streaming networks. He is an entrepreneur and founder of the Trust Me Cap and Trust Me Brands. Mr. Schaller served as board president for the ROCK CF Foundation, has worked with the Rollins College Crummer Graduate School Executive MBA Program and has consulted and provided executive leadership coaching for private businesses. Mr. Schaller is a regular supporter of music and the arts and he currently serves as board treasurer for the Timucua Arts Foundation in Orlando, Florida. He travels frequently to gain design inspiration.
www.theschallergroup.com Instagram: https://www.instagram.com/the_schaller_group/ Linkedin - https://www.linkedin.com/in/jasontschaller/
As an agent with Transworld Business Advisors, we help our clients buy and sell businesses every day. Every broker that is part of our team completes a full business brokerage training course and certification program. We understand that the task of buying or selling a business can be overwhelming without the proper guidance and skills. Over the years, we have helped many companies around the world with the buying and selling process ensuring our client’s confidentiality every step of the way. Our goal is to make the process as smooth as possible for both sides by relying on our global network of experienced business advisors.
Transworld M&A Advisors
Peter Berg, M&AMI
Managing Director
5101 NW 21st Ave., Suite 300
Ft. Lauderdale, FL 33309
754-224-3144 - Direct
954-907-3007 - Cell
954-862-8996 - E-Fax
pberg@transworldma.com
www.transworldma.com
Aaron Fragnito’s Bio Resides in Summit, NJ
Aaron has been helping people invest in Real Estate for over 10 years. He is a Co-Founder of Peoples Capital Group (PCG) a real estate holdings and investment company, the host of the New Jersey Real Estate Network, the host of the Passive Cash Flow Podcast and a full time real estate investor. Aaron has completed over 100 real estate transactions as a realtor and another 150 transactions in his more recent role as a real estate investor.
Aaron holds a B.A in Business Management with a concentration in Entrepreneurship from Rowan University.
Peoples Capital Group (PCG) works with qualified investors to create passive returns through local commercial real estate. The owners of PCG are experienced in locating discounted apartment buildings for sale in Northern NJ and implementing a value add strategy to create max returns for their silent investors. Aaron focuses on investor relations, marketing and branding.
Real Estate Portfolio: $17M+ Portfolio Currently owns 115+ rental units in the North East Region Closed over 250 Real Estate transactions, totaling more than $40,000,000
Aaron Fragnito aaron@peoplescapitalgroup.com Office 908.464.0400
www.PeoplesCapitalGroup.com https://www.facebook.com/peoplescapitalgroupnj/ https://www.instagram.com/real_estate_investments_nj/ https://twitter.com/PCGrealestate https://www.youtube.com/results?search_query=peoples+capital+group https://www.linkedin.com/in/seth-martinez-29729a21/ https://www.linkedin.com/in/aaron-fragnito-620b93173/
Jodi Daniels
Jodi Daniels is a Certified Informational Privacy Professional (CIPP/US) with more than 20 years of experience helping a range of businesses from solopreneurs to multi-national companies in privacy, marketing, strategy, and finance roles. During her corporate career, she proved a valuable asset to companies like Deloitte, The Home Depot, Cox Enterprises, Bank of America where she most recently served as the privacy partner for Digital Banking and Digital Marketing. Ms. Daniels started her privacy career by creating the comprehensive privacy program at Cox Automotive. She launched an online advertising network for Autotrader and Kelley Blue Book.
Since launching in 2017, Red Clover Advisors has helped hundreds of companies create privacy programs, achieve GDPR, CCPA, and US privacy law compliance, and establish a secure online data strategy their customers can count on. Jodi makes privacy easy to understand by breaking it down into measurable steps using plain language her clients can relate to. She passionately supports the idea that privacy is more than just compliance and concern over fines. It’s a human right we all deserve. She has made it her mission to help businesses build trust and transparency with this core value at its foundation.
Jodi holds a Masters of Business Administration and a Bachelor of Business Administration with a concentration in Accounting from Emory University’s Goizueta Business School. She lives in Atlanta, GA with her husband, two little girls, and a big fluffy dog named Basil.
Justin Daniels
𝗘𝘃𝗲𝗿𝘆 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝗺𝗲𝘀 𝘄𝗶𝘁𝗵 𝗮 𝗵𝗮𝗻𝗱𝗺𝗮𝗶𝗱𝗲𝗻 𝗮𝗻𝗱 𝗵𝗲𝗿 𝗻𝗮𝗺𝗲 𝗶𝘀 𝗻𝗲𝘄 𝗰𝘆𝗯𝗲𝗿 𝘁𝗵𝗿𝗲𝗮𝘁. As a Cybersecurity subject matter expert and legal professional, I partner with executives to support innovation while managing cybersecurity and data protection challenges in our new digital age.
Over the last decade, it has become increasingly clear the most cutting-edge clients of today require high-level guidance transcending conventional legal issues. This realization led me to MIT where I completed a program on blockchain technology and to Harvard where I completed coursework in cybersecurity.
Since then, I’ve had the opportunity to add this new skill set to my previous legal expertise and collaborate with executives to create and implement multi-layered strategies to better manage cybersecurity and data protection. While these opportunities have often arisen from a data incident or breach, my goal is to work proactively to mitigate these risk and make organizations more resilient if they occur.
Highlights--
► Collaborated with innovators to design the legal and cybersecurity frameworks for smart cities that include shared IoT and autonomous vehicles.
► Quarterbacked the forensic and legal investigation into a middle market company’s wire fraud caused by a phishing incident and facilitated the creation and implementation of a broad cybersecurity plan afterwards.
►Served as a TEDx and keynote speaker domestically and abroad on cybersecurity, AI, and blockchain.
►Launched “The Cyber Drill Experience” and challenged 350+ people to learn from a real-time threat simulation.
► Created and executed Atlanta Cyber Week bringing 1K+ global attendees to Atlanta and solidifying many cross-functional relationships. Within one week, 11 sessions were held highlighting the unique cybersecurity ecosystem in the Atlanta metro.
►Built Cybercon to effectively bring businesses, government leaders, and academics together in discussing the ever-evolving cybersecurity landscape.
► Co-founded a cybersecurity accelerator. This allowed a unique opportunity to bring CISO’s and cybersecurity startups together in support of new cybersecurity technology.
When businesses use existing or new technological innovation, they must, at the same time, grapple with evolving cyber threats. My goal is to arm clients with the knowledge, strategy, and implementation tools to facilitate business wh...
Jon is a consultant, investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the President of an Inc. 500 franchise system and as a multi-brand franchisee in serving clients across these capacities.
Jon serves as CEO of FranBridge Consulting where he helps clients understand all aspects of non-food franchising in the process of introducing them to opportunities from the over 300 high growth brands that he represents. Additionally, Jon oversees FranBridge Capital where he and his partners own 17 territories across 5 property service franchises.
Jon is the author of 'The Franchise Path' and is a frequent contributor and thought leader for publications on the topic of franchising and franchise investments. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations.
Prior to ShelfGenie, Jon was the Vice President of Sales for Carter’s Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working Internationally on behalf of clients.
Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta, GA where he and his wife have 3 children and are active in the community.
jon@franbridgeconsulting.com | 678.908.5673
➣Spent 30+ years acquiring and advising distressed and underperforming companies ranging from $50 million to over $1b in revenue (www.synergyllc.net) ➣ Launched successful advisory services firm specializing in helping underperforming companies return to profitability and positive cash flow ➣ Formed Sterling Advisory Services (dba Café Central) to bring a revolutionary new form of equity fundraising to the market: The CAFÉ ("Continuous Agreement for Future Equity") Website: www.cafecentral.us Email: gary@cafecentral.us
As majority shareholder and CEO, Graeme leads United Capital and brings significant expertise in acquisitions and delivering growth. Graeme specialises in consolidating fragmented markets and maximising value from corporate assets. Graeme acquired McGill from KPMG after it entered administration in 2019. Since then Graeme and his senior McGill Scotland team have re-built the business, won several significant public sector contracts, and expect turnover to continue increasing year on year. Graeme has successfully secured financial investment from UK and overseas family offices, HNW individuals, and significant bank debt funding. With an ability to identify investment opportunities, he has become one of Scotland’s notable entrepreneurs and built a strong reputation for growing value in companies. Amongst Graeme’s other business interests are one of Scotland’s largest private residential landlord, Carling Property Group and various other investment companies. Over the last 13 years, Graeme and his wife Leanne have been involved in over 1,000 property transactions, either buying or facilitating with a value of circa £200million.
https://www.linkedin.com/in/graeme-carling-68542416/
Chuck Pettid is CEO, Republic Crowdfunding Portal, a leading investment crowdfunding site, President of Fig and co-producer of the international television show Meet the Drapers. He is also GP of micro VC fund RainmakeMe, sat on the boards of Ruby Love (aka PantyProp), RidersShare, CrowdSmart and is an active mentor at 500 Startups and MassChallenge. Chuck has an MBA from Fordham Gabelli School of Business and a BS from the University of Nebraska-Lincoln
LinkedIn - https://www.linkedin.com/in/chuckpettid/ Twitter - https://twitter.com/chucksterolove
From navigating the hostile and extreme environment of a combat zone in Afghanistan with his teams of Marines to getting out in the field delivering excellence to his customers, Daniel believes in a client and team first mentality. He is constantly focusing on how he can be an enabler and performance maximizer, impediment remover, and a force multiplier for everyone that he comes in contact with.
The highest praise that he ever received centered around his team members not caring what the mission was or how hard it seemed, they just knew they wanted to be a part of his team because of how he led and achieved winning results. When Daniel wasn’t shooting weapons or patrolling through the countryside, he was operating heavy equipment in the dirt, constructing anything from roads to towns, clearing forests/jungles, or developing irrigation for the local agricultural communities.
With over a decade of experience leading teams at some of the worlds highest performing organizations, Daniel is hyper focused on pairing that experience with the talent and drive his teams have in order to deliver the number one customer experience for small businesses in central Florida.
Daniel constantly focuses on methods to stretch himself and has routinely engaged in activities such as David Goggins 4 x 4 x 48, the Murph workout, Chadd Wright’s 3 of 7 Project: The Basic Course, and Andy Frisella’s 75 Hard.
Along with his decorated Marine Corps combat experience, he has earned the PMP®, SHRM-SCP®, HRCI-SPHR®, SAFe® 5 Agilist, & CSM® certifications, and has received an MBA from the Kelley School of Business.
LinkedIn: https://www.linkedin.com/in/daniel-comparetto/ Email: dcomp18@gmail.com Cell: 540.431.9317
With over 30 years of experience in corporate management with companies such as3M, Bemis Packaging, GE Major Appliance, Hillenbrand Industries, BatesvilleCasket, and Premier Bedding, and 20+ years in marketing and strategic planning,
Mike Ertel brings the expertise to confidentially market businesses to serious and well-qualified prospects. He works closely with other trusted advisers to maximize the
net proceeds from the largest and most significant transactions which can occur overthe course of the career of many established and professional business owners.Education:• Master of Science in Industrial Administration, Krannert School, Purdue University• Bachelor of Science in Electrical Engineering, Purdue UniversityCertifications:• Certified Business Intermediary (CBI)• M&A Master Intermediary (M&AMI)• Certified M&A Advisor (CM&AA)
M&AADVISOR
Association for Corporate
Mike Ertel, BSEE, MSIA, CBI, M&AMI, CM&AA
Managing Director
Transworld M&A Advisors
400 Carillon Parkway, Suite 110
Saint Petersburg, FL 33716
888.864.6610 O
813.299.7862 C
MErtel@TransworldMA.com
Len Russek has over 25 years of experience in mergers and acquisitions, private equityinvesting, and strategic planning, both with $2.0 Billion diversified holding companies andas an independent advisor. He was also a CPA with an international CPA firm where hisinitial experience was obtained in buying and selling closely-held businesses. His expertise is in finance, accounting, value-based planning, contract negotiations, business valuations, and structuring creative transactions with entrepreneurial management and privateequity groups.
Education:• BA in Accounting, University of South Florida; Strategic Management, WhartonSchool of Business• Value-based Planning with Al Rappaport at Kellogg Graduate School• Corporate Restructuring with Stern-Stewart & Co.• Structuring Venture Capital Transactions at Georgetown University Law Center• The Art of Negotiating with Gerard Nierenberg, Certified M&A IntermediarySpecific Industry Experience:Telecommunications, Building Products, Printing, Healthcare, Direct Marketing Services,Internet Services, Metal Fabrication, Metals Distribution/Recycling, Electronic ProductsManufacturing, Plastic Injection Molding, Utility Services, Document Management, Engineering Services, Water Purification, Horticulture, and Construction.
Len RussekTransworld M&A AdvisorsManaging Director400 Carillon Parkway, Suite 110St. Petersburg, FL 33716O: 888-864-6610 C: 727-894-7888LRussek@TransworldMA.comwww.TransworldMA.com
I am Lisa Hylton - the host of the The Level Up REI Podcast and founder of Lisahylton.com - A real estate investment firm that was created for Entrepreneurs by Entrepreneurs to build passive income and wealth through tax efficient real estate investments. When I am not buying real estate - you can find me hiking, paddleboarding, practicing yoga, taking in evening walks, swimming, traveling, embarking on wine country getaways and trying new adventures!
www.lisahylton.com Instagram: @lisahyl @thelevelupREI Facebook: https://www.facebook.com/lisa.hylton.92 The Level Up REI Podcast Group: https://www.facebook.com/groups/787834775013292/ Linkedin: https://www.linkedin.com/in/lisa-hylton-0b992815/
Although I have over 8 years of experience in real estate investing and development, I didn’t achieve this level of success because I had a large bank account and dozens of important connections. No, after graduating with a double major in Business and Psychology from the University of Central Florida I went from waiting tables at a local restaurant to managing a multi-million dollar portfolio in less than five years. See www.elevationfund.com
Ryan Smith is the co-manager of multiple investment funds, which specialize in investing, both directly and indirectly, in mobile home parks and self-storage assets representing more than 20,000 units located in more than 25 states.
Mr. Smith graduated from the University of Tampa with a Bachelor of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.
Mr. Smith currently serves on the board of Young Life College – UCF and is a member of the Advisory Board for the National Christian Foundation’s Orlando chapter. Mr. Smith lives in Orlando with his wife and four children.
Click here to learn more - Elevation Fund
Patch Baker spends the majority of his time helping businesses create extraordinary results and growth within their respective markets. Although his focus in on the Veteran Community, he works diligently to connect non-Veteran owned businesses, and individual Patriots, with brands and businesses which support our Nation’s Warfighters.
Patch spent nearly 15 years serving our country and is a Service Disabled Veteran of the United States Marine Corps.
Patch is a serial entrepreneur, expert marketer, investor, speaker, and has acquired a unique set of skills through multiple acquisitions and business exits. His consulting clients range from Fortune 500 clients to Veteran-owned start-ups.
From Me:In 2015, after many years working for and around the US Military and Government Agencies, it was time to enter the “real world” and get a “real job” in the civilian world.
Rude awakening, I sucked at it. After being fired from my first two jobs, I realized I was on a collision course with the bottom. I was falling fast with no real place to turn or person to turn to.
At the time, I had a friend with talent for creating high-end videos. Super creative and a master of bringing stories to life with his camera. We hatched a plan to start a business. I would sell and he would create.
Fast Forward a few months and we found out quickly, people don’t know how to promote the video, and therefore those high-quality videos don’t see any real value add.
Intro Facebook and YouTube. I decided the only way to give these videos the views they deserved, and thus show their real value for our clients, was to get really good at marketing to targeted audiences.
I sought out industry leaders and learned everything they would teach me. I bought every course I could get my hands on and paid numerous consultants to help me in areas where I was weak. Next thing you know, we are outperforming people we used to look up to. We became industry leaders in record time and I started getting invites to speak on stages around the country.
Today, I want to focus my time on companies that can change the world by impacting others. What does that really mean?
Although simple in my mind, it’s hard to write in limited characters here. This is as simple as I can make it… I am not interested in just pushing another product or service. I am interested in changing the world with products and services that truly have a greater good. And that could just mean I invest in a company to grow and flip just to use the money made to fund a charity. The possibilities are endless.
patchbaker.com
Les McKeown is the Founder and CEO of Predictable Success.
Les first began to recognize recurring growth patterns early in his career as a serial entrepreneur. In addition to being involved in the launch of more than 40 companies before he was 35, he was at the same time a founding elder in a fast-growing church, while serving on the board of a number of charities and not-for-profits.
Les used the experience he gained during that time to co-found one of the first business incubators in the world, which he and his then business partner developed over a decade into a multi-national consulting company that advised on the creation and growth of hundreds of organizations worldwide.
Struck by the similarity of issues faced by all growing organizations, Les began to codify his understanding of the repeating patterns of growth, publishing his Wall Street Journal and USA Today bestseller "Predictable Success: Getting Your Organization On the Growth Track - and Keeping It There" in 2010, followed in 2012 by "The Synergist: How to Lead Your Team to Predictable Success".
Les is a trusted advisor to fast-growth SMEs and thriving not-for-profits as well as Fortune 500 companies and a number of the largest government agencies in the world.
My best advice to founders, VCs and members of the startup ecosystem to get ahead: spend 30% of your time doing favors for other people asking for nothing in return. The remaining 70% of your time will be 10x more effective. Raised $48m+ for startups I founded by the age of 28 years old. General Partner at 7BC Venture Capital, a VC fund focused on investing in AI, fintech, software infrastructure, enterprise and consumer software and internet tech startups with traction (www.7bc.vc). Active General Partner at Rubicon Venture Capital (now fully deployed with 7BC currently investing in growth follow on rounds of Rubicon portfolio companies), a VC fund with offices in San Francisco and New York City (www.rubicon.vc). We raise our capital from corporates, individual HNWI angel investors, family offices, sovereign wealth funds and institutional LPs creating a powerful network ready to help our startups around the globe. Key differentiators: we are international with a truly global footprint of active LPs ready to support our startups, sizable network of angel LPs that are VC-backed founders in Silicon Valley, Austin, NYC and across the US, corporate network and expertise on CVC gives us access to CEOs and c-suites of large corporates and conglomerates which enables us to add value to our startups.
Experience as a VC, founder and CEO of VC-backed tech ventures, biz dev and sales director, investment banker advising startups and VCs on fundraising and M&A and active angel investor. Author of two books on VC that are typically both in the top 10 on Amazon and my latest book on fintech and digitization of workflows. Advisor to corporates and governments on VC, CVC and FinTech.
Host of podcast - Fireside with a VCSubscribe on Spotify and all platforms: anchor.fm/FiresideVCVideo podcast: youtube.com/c/AndrewRomansVC
Multi-lingual, lived outside of the US for 15 years and travel to 15+ countries per year continuing to develop and animate the network, fully vaccinated and ready to travel with my US or UK passport now!
Subscribe to Fireside with a VC - Video / Audio.
Download free Chapter 1 from my book Masters of Corporate Venture Capital HERE.
Download free Chapter on M&A from my book THE ENTREPRENEURIAL BIBLE TO VENTURE CAPITAL: Inside Secrets from the Leaders in the Startup Game HERE
Matt is the Startup Architect. By building business critical documents, he and his team lead first time founders through the early, unfamiliar journey of raising capital for their venture.
Matt brings 14 years of investment banking advisory and transactional experience to the Advisory team at Joorney. He has advised over 100 clients across different industries and geographies. Matt is fluent in the lifecycle of transactions ranging from seed to Series X and transaction sizes ranging from $500K to $250MM and having led such transactions from valuation and deal structuring to distribution, capital raising and negotiation for a variety of ventures at different stages of their development.
https://www.joorney.com/advisory/start-up/ https://www.linkedin.com/in/matthewowolf/ Twitter: @_MattTheWolf
Email: mwolf@joorney.com
https://1drv.ms/w/s!AsILhkawoPPaglIc1c3y7oWJs3jt 35 year hall of fame inducted award winning exclusive tenant rep advisor , speaker teacher trainer mentor and coach. 25 year Investor. Helping everyone get a foundation for a lifelong success schenktraining.com schenkcompany.com Also see YouTube Greg Schenk and the Schenk company
You can reach me at: 501-960-4539 astroud@issac.ai https://www.linkedin.com/in/alese/
My personal mission is to help other investors be more successful. Certainly, that is the passion behind ISSAC.AI. Our "due diligence as a service" products provide a standardized and thorough approach to due diligence for the early-stage investor, helping them made better decisions and improve their success ratios.
Dr. Riadh Fakhoury is a highly successful investor and entrepreneur in the world of technology, and the owner of a large multidisciplinary medical practice in Central Florida,
His passion is twofold. To introduce accredited investors to opportunities that achieve high levels of wealth through technology-based private equity investments, and secondly, to help people with their physical health.
Vestech Partners, his private equity company, was founded on the premise of creating abundance, or “Legacy Wealth. His “WHY” is to help others attain a higher level of wealth, thus allowing greater impact to the lives of others and to our communities.
Dr. Fakhoury has developed his success through many years of investment experience, practicing sound business principles, and continually reducing risk factors. His goal is to share his knowledge and bring this niche of investment to other like-minded investors, and develop a community of private equity entrepreneurs that touch the world.
When he’s not working, Dr. Fakhoury can be found sailing, traveling with his family, flying, and hosting charity events. He is happily married with 5 beautiful and successful children, and lives in Ocala, Florida.
More About Vestech
https://www.vestechpartners.com/
Articles:
TrendiTech secures $2.25M seed financing led by WGG Capital and Vestech Partners
DeNexus Inc. Seed Funding Round of $4.25 Million to Support Global Expansion
“I started an aircraft and aerospace materials distribution operation from my parents basement and built it over 21 years and then sold the company to a 150 million dollar multi national corporation. I developed every aspect of the operation including; Finance, Accounting, Shipping, Receiving, Re-packaging, Customer Service & the outside salesforce. Secured product lines with top manufacturers. Recognized in the industry as one of the top aerospace distributors. Signed and executed government contracts, major airline contracts as a small business and a small disadvantaged business as identified by the SBA.”.
Check our our website at smallbusinesshorsepower.com and my podcast hosted by podbean and found on Apple Podcasts, Spotify, Google and Pandora.
https://www.podbean.com/pu/pbblog-9vwz3-8ddbe7
BIANCA EVANS, CBI, BCI, CM&AP Senior Business Broker Bianca W. Evans LLC Office (904) 425-9660 Cell (904) 254-7846 Bianca@TWorld.com
Certified M&A Professional Top Dollar Producer #1 Award for having sold the Highest Dollar Volume – North Florida 2018 & 2020 Dealmaker Award and Chairman Award International Business Brokers Association (IBBA) President’s Club – Platinum Award Dealmaker Award, State of Florida, for being in the Top 50 for Sales Volume Only broker to sell well over 100 businesses in NE Florida over the past 10 years Transworld President's Club 2008 through 2020 Business Brokers of Florida Million Dollar Plus Award 2008 through 2020
www.myfloridabusinessbroker.com www.tworld.com/biancaevans http://www.linkedin.com/in/biancaevans
Transworld Business Advisors 7545 Centurion Pkwy, Suite 405 Jacksonville, FL 32256
Nearly two decades of experience as an entrepreneur; primarily focused on the intersection of real estate and debt markets with technology. Commercial real estate financing experience includes billions of dollars in real estate loan advisory & closings across the capital stack. Employed hundreds of people globally. Member of Harvard Business School’s innagrual Leveraging Fintech cohort and currently enrolled in Harvard’s OPM program. Forbes Real Estate Council member for 2+ years.
https://www.janover.ventures/
Drawing on over twenty years of entrepreneurship experience, Carl Bosse facilitates the acquisition of privately-owned businesses and their related properties. Having a firm track record of handling business affairs for companies in the recorded music, filmed entertainment, branded content, and non-profit sectors, Carl employs a wide range of skill sets and relationships to create value for his clients during every stage of his engagement.
https://www.linkedin.com/in/carlbosse/
Tim is the co-founder & CEO of StackSource. He identified the market opportunity for a tech-enabled commercial real estate financing platform, recruited Nathan as a co-founder, and built the company. Prior to StackSource, Tim worked for tech giants Facebook and Google where he helped expand B2B marketplaces in ad tech. Years ago, he interned at a top NYC real estate company before the current real estate tech wave. He comes from a family with history in real estate.
Tim@StackSource.com LinkedIn.com/in/TimMilazzo Facebook.com/TimMilazzo Twitter.com/TimMilazzo
As a hard working, ambitious employee or entrepreneur trying to get ahead and create an amazing quality of life for you and your loved ones... ?? ??? ???????? ?????
Having a clear financial and wealth building strategy?>Tired of Wall Street’s advice to put your entire future in the stock market or bonds?>Uncertain how to invest in alternative asset classes?>Lack of clarity on maximizing tax reduction strategies? If so, you’re in the right place. ??? WORK WITH ? WEALTH BUILDING STRATEGIST? Indestructible wealth is having multiple streams of income and growth from multiple different asset classes. If the stock market drops, you are ecstatic because your other cash flow streams provide you with the funds to purchase quality companies on sale. Indestructible wealth is a strategy that not only grows your net worth so you get a little richer every day, but also protects you from the downside exposure that inevitably will disrupt any asset over time. When done right, your wealth will grow consistently, you won’t care when one particular investment drops, you’ll set up your family for multi-generational wealth, and you’ll live your life NOW, not waiting for retirement to enjoy your life. ??? ???? ??????? I know first-hand how hard it is to navigate the myriad of financial opinions and products that are out there. Many times over the past 2 decades I received misguided advice, costing me untold amounts. You first need a strategic plan that guides your decision making, then which assets to buy and when it makes sense.And that’s why I’m here>> ????? ?? ?I’m an international, serial entrepreneur and financial thought leader.I’m the founder of multiple 7 and 8-figure businesses as well as a sought-after speaker. I’ve shared my experience with groups as intimate as 10 to stadiums of 30,000+.I have shared my message through my “Indestructible Wealth” podcast.I’ve pioneered a 7-part process that empowers people to make financially smart and strategic decisions. My goal is to help people live fulfilled lives now instead of waiting for retirement. ?? ??????? Start with my 7 step FREE video course, podcast, blogs, & YouTube videos. If my message makes sense and you’d like help with implementation: ???? ???? ?? 1-1 COACHING• MasterMind Coaching• Online, self-paced courses (coming soon) ????? ?? ?????? ? myindestructiblewealth.com? If you’re very serious, text me: 269-369-9654? Email me: jack@myindestructiblewealth.com
I'm a Co-Founder of Paperstac. Paperstac is the first fully digital mortgage note transaction engine.
Paperstac came from a need of ours in the Mortgage Note space. We know that it is a great investment class but it sure is antiquated. It could be scary too when you're wiring money to strangers for mortgage notes and hoping that they would send the collateral files.
https://paperstac.com/
I am the founder of The Cash Out Plan, a program that helps business owners double or triple the value of their business so when they go to sell it, they are selling for more than they could have ever imagined. The Cash Out Plan is based on my 35 years of experience closing 125 transactions worth over $4 billion.
People can find me on LinkedIn and via my website, or email me directly Website: www.gregporto.com LinkedIn: https://www.linkedin.com/in/gregporto/ Email: gporto@gregporto.com
Eric is a client-focused and mission-driven business executive, serial entrepreneur, former police officer, and business coach.
Currently, he is a business broker at Business Acquisitions, Ltd., serving as the trusted intermediary advisor for C-suite executives who are ready to enjoy the phase of their life and sell their business. Eric intimately understands the struggles and triumphs that come from being an entrepreneur, having built, operated, scaled, and sold very successful businesses himself. It is because of his unique experience that he is committed to building lifelong relationships based on trust and honesty and helping other business owners succeed.
Prior to joining Business Acquisitions, Ltd., he gained experience in multiple industries, including advertising and design, goods and services, and criminal justice, leading companies and departments as a C-suite executive or committed supervisor in service.
The early years of his career were spent as a co-founder of a 3-D design company, spearheading their efforts in business development and graphic design. Newly married and eager for a change, he transitioned his ownership to his business partner and moved to Denver.
Soon after, he joined the Denver Police Department, where he honed his negotiation skills. During this time, he was awarded the distinguished service cross and initiated a case that resulted in over a dozen criminal indictments in federal court, the seizure of several million dollars, and the collapse of a multi-state drug ring.
In 2015, he founded his second company, EscapeWorks Denver. He grew the company from $0 to over $1 million in annual revenue within 16 months, expanded twice, and became one of the most successful escape room companies in the US. Looking for a new challenge, he successfully sold the company.
In 2018, he noticed a gap in the outdoor vehicle rental industry and founded Rugged Van Rentals. As the first and only outdoor focused passenger van rental company in the US, it saw success but didn’t curb his enthusiasm to work alongside other business owners.
In 2020, he closed the business to pursue a career in business brokerage. He prides himself on his strengths in building and managing relationships and expertise in business growth and innovation, process development, and negotiation.
Eric is licensed with the Colorado Real Estate Commission and a member of the Colorado Association of Business Intermediaries (CABI).
In his spare time, Eric enjoys exploring the outdoors with his wife and four young children, expanding his wine library, running obstacle course races, and walking his rescue dogs.
On this episode, we speak with Andrew Cagnetta the CEO of Transworld Business Advisors, one of the largest business brokerages in the US.
About Transworld
Transworld Business Advisors is the world leader in the marketing and sales of businesses, mergers and acquisitions, and franchises. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company or new franchise, Transworld Business Advisors offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions or franchising; we are the business sale specialists. Since our inception, we have excelled in getting deals done!
Call us and you will understand what makes us the best company to handle any business, merger, and acquisition, or franchise sale.
https://www.tworld.com/
Eric Gall is the registered broker and founder of Edison Business Advisors. Over the past 20 years, he has participated in many forms of business transactions totaling over $200M. Eric has the results, credentials, and experience to sell your business.
RESULTS
Eric won the 2020 M&A Source Executive Club Award for completing $5M+ in total transactions. Only 12 brokers won this award nationwide. He was awarded the 2020 IBBA Platinum Chairman's Circle Award; an award initiated in 2020 for completing $10M+ in total transactions. This places him in the top 15 producers out of 1,600 IBBA members worldwide. In addition, he was awarded the 2019 and 2018 IBBA Chairman's Circle Award for completing $3M+ total transactions, and the 2020, 2019, and 2018 IBBA Deal Maker Award for completing 10 or more transactions. Eric's total volume sold earned him 2020, 2018, 2016, and 2014 Business Brokers of Florida (BBF) #1 Top Dollar Producer Award for Southwest Florida beating out 70 other BBF brokers. He also won 2020, 2019, and 2018 BBF Dealmaker Award (top 50 in sales volume in Florida); an award initiated in 2018. He has been a BBF Million Dollar Seller in 2010 and 2012 through 2020.
CREDENTIALS
Eric is highly credentialed having obtained his Certified Business Intermediary (CBI) from the International Business Brokers Association (IBBA), his Certified Mergers & Acquisitions Professional (CM&AP) from M&A Source, and his Accredited Business Intermediary (ABI) from the American Business Brokers Association (ABBA). Eric has also completed all available CBI-D (dental specialist) training through the IBBA and will be among the first certified in this specialized field. He was the second broker to obtain a CBI, the first to obtain a CM&AP and is the only ABI in Southwest Florida.
The CBI requires meeting stringent education and performance requirements as well as the high ethical standards of the IBBA. The CM&AP requires achieving in-depth knowledge of the specialized approach required to successfully prepare and execute lower-middle-market transactions (above $1M in EBITDA). The ABI requires meeting a specified number of years in the business and completed transactions. Eric holds BSE and MBA degrees from the University of Michigan.
EXPERIENCE
Prior to founding Edison Business Advisors, Eric bought, sold, and operated several businesses in the IT, automotive, and transportation sectors. He worked in corporate M&A at Ford Motor Company where he led the post-merger integration efforts for Ford, Jaguar, Land Rover, Volvo, and Mazda and helped establish an Asia-Pacific product development group. Eric was recognized as a corporate expert in multi-cultural negotiations.
He is an active member of BBF, IBBA, and M&A Source. He is the ABBA's Best Practices Forum Leader and Vice President of the BBF's Tampa Region.
By investing time and money in education, certifications, and best practices, Eric has achieved a tremendous return for Edison Business Advisors' clients who have successfully transacted businesses at a significantly higher rate than the industry average.
Commissioner Weigel is an AV-rated securities attorney, with more than 30 years of legalexperience, and a published author. In 2005, he founded a securities transactional and litigationlaw firm, which he ran until he became the Office of Financial Regulation Commissioner inMarch 2020. Prior to that, he served as a securities, transactional, and litigation attorney forCarlton Fields, P.A., and Montello & Kenney, P.A., as an enforcement attorney with theSecurities and Exchange Commission, and as an assistant state attorney for the Office of theState Attorney, Tenth Judicial Circuit. He holds an undergraduate degree in economics fromVanderbilt University and a Juris Doctor from the University of Miami School of Law.
For more information please also visit our webpage: https://flofr.gov/sitePages/Securities-Legislative-Initiative.htm
Being lifetime athletes, my parents raised my brother and me in sports knowing the character-building that came along with it. This led to a 4-year Division I baseball scholarship at the University of Arkansas at Little Rock - an interesting transition from Hialeah/Miami Lakes. The experience of being a student-athlete away from home opened my mind and provided many learning experiences that I carry with me today. My background has developed me into a passionate competitor with a distinct work ethic. It has also taught me how to be a conscious leader, teammate, and listener.
After returning to Miami, I had a small stint of corporate positions with Fortune 500 companies but felt I could not accomplish my aspirations down that path. I then decided to hyperfocus on growing startups. After a couple of years successfully helping startups scale, I wanted to challenge myself by opening Gil Ventures - a holding company for private and public companies that use innovation to enhance the human condition through emerging concepts and industries.
Gil Ventures launched its first company, Gil Marketing, in 2016. Gil Marketing is a full-service online solutions firm that develops and grows the online presence of businesses from startups to publicly traded enterprises. We consolidate multiple components of digital marketing into a customized strategy that generates lifetime customers for businesses.
We now carry a team of over 40 specialists that bring a solution-driven approach towards each situation presented with persistence, patience, and analysis. Gil Marketing has generated millions of dollars in revenue for our client base and has experience in 40 industries. We are also a marketing leader in emerging industries such as the CBD, hemp, and tech space.
Gil Ventures also holds companies in music, manufacturing, and distribution. I always consider my experience in building and structuring businesses, my resources, relationships, and distribution channels when bringing value to the table. Gil Ventures has been featured in publications such as Yahoo Finance and Business Insider. I have also had the opportunity to feature as a speaker and panelist for mastermind events in the cannabis, marketing, and tech industries.
gilventuresllc.com gil.marketing 3058041097 brandon@gilventuresllc.com
Background: David’s background includes leadership, operations, entrepreneurship, and investment experience. Prior to co-founding The Firefly Group, David co-founded Spring Mill Venture Partners, a venture capital firm. Previously, he worked with ServiceMaster Ventures and served as a founding member of the ServiceMaster Home Service Center, a joint venture between Kleiner Perkins and ServiceMaster. David began his career as an officer in the U.S. Navy. He serves on a number of corporate and non-profit boards and is an adjunct faculty member at Indiana University, Kelley School of Business (Indianapolis).
Education: M.B.A., Harvard Business School B.S., U.S. Naval Academy
dmann@thefireflygrp.com www.thefireflygrp.com www.linkedin.com/in/david-o-mann
Mike Finger is a successful small business owner. Over the last 25 years, Mike has bought, built, and sold multiple businesses. Building his first business was a rewarding challenge, but what really captivated him was selling his first business. Mike coaches small business owners who want to prepare their business for sale.
Links:
Website - https://exitoasis.com/
LinkedIn - https://www.linkedin.com/in/mike-finger-35130b31/
Joseph and Jasmine Mims are owners of Abundant Culture Fund, a private equity/business acquisitions fund that buys and grows small businesses. They strive to spread abundance throughout the world using conscious capitalism. They also host Abundant Culture Podcast, where business owners learn how to grow the value of their businesses and investment portfolios. Links: Website- https://www.abundantculture.co/ and www.abundantculturefund.com Podcast- https://www.abundantculture.co/podcast Instagram- https://www.instagram.com/abundantculture/ Facebook- https://www.facebook.com/abundantculture/
Jude David, JD, DCL, MBA Vice President, Mergers & Acquisitions
Jude David is Vice President, Mergers & Acquisitions with Final Ascent. As a Louisiana native turned corporate attorney and investment banker, he is passionate about helping business owners achieve organic growth while also strategically planning for an exit. His specialty is the art of acquisition, focusing on finding the right buyer, negotiating a deal that creates maximum value for everyone involved, and setting business owners up for a lifetime of success after the sale.
https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/
https://finalascent.com/about-final-ascent-mergers-acquisitions/#team
People can always find me through our website, FinalAscent.com.
LinkedIn works as well. Or they can email me directly, jdavid@finalascent.com.
John C. Small is an accomplished executive with a rare combination of C-suite leadership experience and capital markets-based knowledge and contacts. His expertise spans data-driven analysis, raising capital, mergers & acquisitions, FP&A, investment research, investor relations, expense management, strategic planning, and business development. Mr. Small is known for driving results, leading effective teams, and delivering innovative solutions.
Mr. Small’s operational experience is vast. He is currently the COO of Diamond Standard, and served as COO and CFO of Quanterra Capital Management, a Denver-based investment partnership from 2018-2020. He was the SVP of Finance at Tsunami XR from 2016-2018, the COO and SVP of Corporate Development at Mode Media, and from 2015-2016, and was the SVP of Corporate Development, CFO and Principal Accounting Officer at Viggle, Inc (Nasdaq: VGGL) from 2011-2015.
Prior to his operational roles, Mr. Small gained 20 years of experience in investment management and research at GLG Partners, Dillon Reed, Morgan Stanley, Ulysses Management, and Odyssey Partners. Mr. Small joined GLG Partners in 2000, as a Senior Asset Manager responsible for Tech, Media, Telecom, and Renewable Energy investments for the GLG North American Opportunity Fund and was President of GLG’s North American operations, from 2002-2011.
Mr. Small was also formerly a Director at Loyalty Alliance, PayEase, INFINIA Corp, ViSole, New Millennium Solar Equipment, ShortList Media, DraftDay Inc, and Spinvox.
Transactional and M&A entrepreneur with a focus area and expertise in government guaranteed financial instruments. I acquired my first businesses at 19 and 20 years old, leveraging $2.5M+ in SBA 7(a) financing to facilitate 3 separate acquisitions of companies in a post-acute healthcare sector.
I parlayed my experience and knowledge of the world of SBA financing to start my current companies where we focus on facilitating businesses' access to capital through SBA 7(a), 504 and USDA B&I loan products. Whether you need $100k or $10M - we'll be able to help.
Connect with Joshua E Kim here
https://www.7accelerator.com/
With a background in financial analysis, portfolio design and management, financial markets, angel investing, now applying his 29 years of working as a securities analyst/money manager/philanthropy consultant to address the inefficiencies in the entrepreneurial funding ecosystem.
At AngelSpan, we are addressing the chronic 'information gap' typical with early stage companies by delivering the best in class Investor Relations.
Now rolling out The Legacy Funds division of AngelSpan to address the chronic and growing funding gap across the U.S. by delivering the first institutionally rigorous solution for allocating capital to the venture asset class - regardless of the investment thesis.
I am a serial entrepreneur, mentor, educator, and business strategist focused on helping companies reach their next level of growth. Detailed analysis, historic, and empirical data are the cornerstones of our methods and we use a wide range of solutions to accomplish our client's goals. We work with clients nationally and internationally and pride ourselves in our ability to show our clients "there is no box". Connect on LinkedIn - https://www.linkedin.com/in/elgincarelock/ I can be reached by email at ecarelock@re-viewyourbusiness.com
Investor in Reg A+ IPOs, and for public companies. Host of the "Top M&A Entrepreneur's Podcast". Bought two companies, shut one down, sold the other to private investors. Co-founder of TurboSquid, recently sold to Shutterstock. 20 plus years in software businesses large and small. Served in the US Air Force.
Connect on LinkedIn - https://www.linkedin.com/in/jonstoddard/
Derren Burrell, Lieutenant Colonel (Retired) has over 25 years as a professional financial manager in both public and private sectors. He is the Founder & President of Veteran Ventures Capital, LLC, an investment and consulting firm focused on scaling veteran-owned and led businesses. In this capacity, he oversees all aspects of the company operations and fund management of the $100M Veteran Fund I. Prior to this he served as the Chief Operating Officer for TAG Resources, LLC, a retirement service company with over $2 billion in assets under management (AUM), where he was responsible for tripling the AUM and doubling the company. He is an Accredited Investment Fiduciary, Certified Defense Financial Manager, and Level 3 Certified in the Secretary of Defense Financial Management Program.
Prior to his transition to the private sector in 2015, Lieutenant Colonel (Ret) Burrell was the Resource Director of the White House Communication Agency. He worked directly with senior White House (WH) staff, Congressional, comptroller, United States Secret Service, Dept of State, and Defense Information Systems Agency staff in all aspects of financial and contract management in support of POTUS. While in this position he was selected for the rank of Colonel but decided to retire from his 21-year military history and transition to the private sector.
Highlights of his military career include being deployed to Iraq as the Deputy Comptroller, United States Forces – Iraq, and in Afghanistan as the Resource Director, NATO Air Training Command – Afghanistan. In this joint capacity, he led the 34- person J8 directorate (Iraq) and the 4-person J8 office (Afghanistan) in planning, resourcing, and executing $20 billion + in the U.S. appropriated funding in support of U.S. operations within Iraq and Afghanistan Joint Operations Areas. He was also stationed at the Pentagon as the flying operations analyst for the Air Force, where he was responsible for the largest Operations & Maintenance budget account in the Air Force, over $15 billion. He has been a squadron commander for both finance and wing staff agencies and was a deployed Comptroller on the front line in Operations SEA SIGNAL, SOUTHERN WATCH, ALLIED FORCE, NEW DAWN, and ENDURING FREEDOM.
He is a graduate of the Citadel and past recipient of several awards including the Defense Meritorious Service Medal, Air Force Commendation Medals, Joint Service Achievement Medal, Air Force Budget Officer of the Year twice, Air Force Financial Management Officer of the Year, Comptroller of the Year, and USAFE James E. Short Award for Outstanding Contribution to Mentorship and Career Development.
Derren is married to the former Gloria Frey and they have 5 children: Lydia, Luke, David, Rebekah, and Nathanael.
Target Industries - Defense / Aerospace / Governmental (National Security, etc) sectors
Connect On LinkedIn - https://www.linkedin.com/in/derrenburrell/
Link To Website - https://www.veteranventures.us/
This is The Deal Scout show.
A behind-the-scenes look at deals in Real Estate, Business Acquisitions, and Investing with professional dealmakers**Venture Capital, Private Equity, Family Offices, Hedge Funds, Angel Investors, Investment Bankers Business Brokers, CPA's, Attorneys, Syndicators, Etc
For more information, please contact josh@kingdomsyndicate.com