Episodes

George Boudreaux and Nathan Rath on finding a business partner to grow Pelican Roofing from $9M to $19M — partnership structure, hard decisions, and why they avoided PE.

Kenny and Stacy Maggard of Azalea Health Services on building a business with your spouse — founding a senior mental health company, the management service agreement model, and what makes co-founder marriages work.

Mayor-President Monique Boulet on running government like a business — the $200M Johnson Street project, sewer policy that saved a developer $600K, and reorganizing 2,000 employees.

Taylor Davis on the buy-sell agreement for business owners — what happens when partnerships dissolve, why most high-income earners are underprotected, and the question every owner avoids.

Billy and Denny of Gingerbread Twins on scaling a family bakery business — three generations of baking, the viral king cake season, and building a nationwide brand from a Lafayette shoebox.

Dr. Jon Randall of XFA on selling a financial advisor practice — the $1M revenue ceiling, the practitioner-to-CEO shift, and what private equity buyers want in a book of business.

Wade Berzas on surviving a plane crash and rebuilding around EOS — the four pillars he now teaches entrepreneurs: Faith, Perseverance, Surrender, and Love.

Jeremy Beyt of ThreeSixtyEight on marketing strategy for business owners — data-driven creative, what really happens in an agency merger, and why he turned down PE and Shark Tank.

Scott Rainey on buying a business as a first-time owner — the deal that nearly bankrupted him, what he wishes he'd diligenced, and building Quest Safety Solutions to sell.

Lauren Bercier on raising venture capital as a female founder — bootstrapping Something Borrowed Blooms to 60,000 weddings, Series B at 26% YOY growth, and the rent-and-return model.

Mark Miller of the Hilton Family Office on how family offices invest — the Hilton Financial Network, reducing portfolio volatility, and the gap between smart money and retail.

Travis Hann of Pender & Howe on how PE firms find the right CEO — deal-contingent executive search, Top Grading methodology, and the operators willing to co-invest.

Nate Moore of Moore Consulting on building a 700-person platform by acquiring distressed childcare and home care businesses — what turnaround buyers look for, and the leadership framework behind every successful turnaround.

Benjamin Domingue of Family Office Partners on wealth acceleration after the sale — the liquidity, longevity, legacy framework, and why $20M at 45 may not cover your lifestyle.

Scott Harkey on EBITDA arbitrage in agency rollups — buying at 3x and selling inside a group at 10-15x, plus the $200M billboard rollup opportunity in out-of-home media.

Ben Smith of Red River Bank on the 5 Cs of credit explained — how bankers evaluate business acquisitions, equipment financing, and which deals are bankable vs need a PE route.

Bubba Page of Influence.vc on when to take liquidity in angel investing — the cookie jar rule, how syndicates work vs. funds, and pattern recognition across 200 deals a month.

Elliott Holland of Guardian Due Diligence on when to order a quality of earnings — what a QoE actually finds, why first-time buyers can't skip it, and how sellers manipulate EBITDA.

Adam Daigle of the Acadiana Advocate on why restaurants are bad investments, the patterns that separate winners from losers, and what investigative journalism teaches dealmakers.

Gus Rezende of Social Entertainment on bootstrapping from a Brazilian tennis scholarship to a 300-employee holding company — plus the Hotel Lafayette mixed-use development deal.

Tim Brown on why 90% of family wealth dies by the third generation — and how the right governance, family council structure, and values transmission prevent it.

Mark Sims of Consult MSG on the Five C's of Value Creation — how buyers calculate EBITDA multiples, why clean financials matter most, and what to fix 18 months before your exit.

Brandon Robinson on his faith-driven journey from CRNA to multi-unit Planet Fitness franchisee — and the Jackson Hole dinner that unlocked his life-changing exit.

Mohamad Chahine on total value creation in private equity — the five buckets of value, why EBITDA is a flywheel metric, and how to use AI to maximize IRR instead of saving analyst hours.