Episodes
90% of Family Wealth Is Gone by the Third Generation — Here's Why
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.
What 18 Months Before Your Exit Should Actually Look Like
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.
"God Whispers" — How Faith Led to a Life-Changing 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.
The 5 Dimensions of Private Equity Most GPs Ignore
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.
The Art of Venture Capital: How VCs Value an Idea
Theo Williams of Creations VC on how venture capital values an idea — dual-use space tech, early-stage valuation as art, and what Salesforce Ventures taught him about spotting breakouts.
Platform vs. Tuck-In: The Private Equity Playbook Explained
Jude David of Kin Capital Partners on how private equity evaluates a business — platform vs. tuck-in acquisitions, EBITDA thresholds, and the questions every seller should ask.
How He Timed His $230M Exit — Then Did It Again
Thomas Chance on selling CNC Technologies for $230M to Oceaneering before the 2015 oil crash — the board meeting that decided the sale, the carve-out at close, and his second exit to L3 Harris.
He Represented Grammy Artists. Now Doing Reverse Mergers On Wall Street
Yoel Damas on going from Grammy-credited entertainment attorney to public company CEO via reverse merger — plus the OTC shell company process and the path to a NASDAQ uplisting.
Why Athletes Go Broke (And How This Pro Snowboarder Avoided It)
Dan Brisse of Granite Towers on passive income through multifamily real estate — the depreciation strategy that took his tax bill from $52K to $17K, and why pro athletes go broke.
Why the Smartest Lawyers Kill the Fewest Deals
Joe Giglio on 49 years of business divorce and partnership disputes — the Texas Shootout, the Aesop's Fable every dealmaker needs to hear, and reading the person across the table.
He Sold His Family Business for Millions, Then Bought It Back 10 Years Later With His Son
Walter Hidalgo Jr. on selling his chemical company at the peak in 2014, the identity crisis after exit, and reuniting with his son to buy back the original brand and restart it together.
Why Bankers Are The Least Greedy Partner In A Deal
Brady Como on producer debt vs. consumer debt — why bankers are often the least greedy partner in a deal, and what business liquidations teach about underwriting discipline.
From the Teller Line to the CFO Seat: How Trust Drives Better Deals
Tim Prevost on how banks evaluate commercial deals — going from teller line to community bank CFO, comparable-sale valuation, and why trust still beats spreadsheets in lending.
Putting Private Equity On Chain: The Future of Capital, Liquidity, and Ownership
Joris Delanoue of Fairmint on tokenizing private company equity — cap tables as smart contracts, removing intermediaries, and unlocking secondary liquidity for private equity.
Building a Business on Faith, People, and Patience
Marvin Travasos of Coastal Pumping Equipment on scaling an industrial business from welder to owner of a 4-location operation — built on people, accountability, and patience.
Building a Family Business That Lasts: Marriage, Risk, and Nine Locations Strong
Jared and Rachel Doise of Legends Born Grill on being husband and wife in business together — building a 9-location restaurant company over 20 years without losing the marriage.
Why Culture, Not Strategy, Determines Whether Deals Actually Work
Kristine Goebel of Accompany Suite on why culture risk kills M&A deals — emotional intelligence in leadership, transparency before an exit, and what PE misses post-close.
Selling the Family Business Without Selling Your Soul
Mike Flash on selling Dixie Electric — a 40-year family business — without selling his soul, protecting employees, and what comes after the deal closes.
Patents Don’t Create Value. Businesses Do.
Ted Anthony on IP diligence in middle market M&A — what buyers actually look for in patents and trademarks, laddered portfolios, and why IP protects value but doesn't create it.
How Smart Dealmakers Turn Taxes Into a Strategic Advantage
David Podell on tax mitigation strategies for business owners — how defined benefit and cash balance plans legally reduce six- and seven-figure tax bills and build net worth outside the business.
How Smart Exits Eliminate Capital Gains and Preserve Momentum
Brett Swarts of Capital Gains Tax Solutions on how founders defer capital gains tax on a business sale using the Deferred Sales Trust — and why it beats 1031 alternatives for liquidity events.
From Louisiana to Leading Global Capital Markets
Rip Reeves, CEO of Institutional Investor, on how global asset allocators work — the allocator-manager ecosystem, the convergence of public, private, and wealth markets.
How Banks Really Evaluate Middle Market Deals
Larry Attenhofer of Hancock Whitney on how banks evaluate middle market deals — what credit analysts look for, red flags that kill deals early, and how to prepare years before an exit.
Why Deals Fail After the Numbers Look Perfect
Andre Broussard on why business sales fall apart at closing — the psychology behind every deal, the common mistakes founders make, and how CPAs serve as fractional CFOs through the process.