In this episode, we sit down with Marvin Travasos , founder of Coastal Pumping Equipment, to unpack what it really takes to build a durable, multi-location industrial business rooted in faith, leadership, and long-term thinki...

In this episode, we sit down with Jared and Rachel Doise , husband-and-wife founders of Legends Born Grill, a nine location restaurant and bar concept built over more than 20 years in Acadiana. This is a real conversation abo...

In this episode, we sit down with Kristine Goebel , founder of A Company Suite, to unpack the real reasons companies struggle during growth, acquisitions, and exits. Kristine shares how emotional intelligence, communication, ...

In this episode, we sit down with Mike Flash, former co-owner of Dixie Electric, a second-generation family business founded in 1979 and successfully exited after more than four decades. Mike shares the deeply personal story ...

In this episode, we sit down with Ted Anthony, a veteran patent attorney with decades of experience advising founders, operators, and acquirers on intellectual property in M&A transactions. Ted breaks down how patents and tra...

In this episode we sit down with David Podell , a specialist in advanced tax mitigation strategies for founders, partners, and closely held businesses. David breaks down how defined benefit and cash balance plans can be used ...

In this episode, we sit down with Brett Swarts , founder of Capital Gains Tax Solutions, to unpack how founders, investors, and advisors can exit assets without watching 20–50% disappear to capital gains taxes. Brett breaks d...

In this episode, we sit down with Rip Reeves , CEO of Institutional Investor , to unpack the evolution of global investing, asset allocation, and the allocator–manager ecosystem. Rip shares his journey from a first-generation...

In this episode, we sit down with Larry Attenhofer , a senior commercial banking leader at Hancock Whitney with nearly three decades of experience financing middle-market businesses. Larry walks through how banks actually und...

In this episode, we sit down with Andre Broussard, a seasoned CPA operating at the intersection of private equity, venture capital, and middle-market deal execution. Andre shares how he functions as a “CFO by the hour” for fo...