Episodes

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.

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.

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.

Joris Delanoue of Fairmint on tokenizing private company equity — cap tables as smart contracts, removing intermediaries, and unlocking secondary liquidity for private equity.

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.

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.

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.

Mike Flash on selling Dixie Electric — a 40-year family business — without selling his soul, protecting employees, and what comes after the deal closes.

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.

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.

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.

Rip Reeves, CEO of Institutional Investor, on how global asset allocators work — the allocator-manager ecosystem, the convergence of public, private, and wealth markets.