Episodes

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.

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.

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.

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.

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.

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.

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.

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.