Episodes

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.

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.

CJ Miller on the role of a transactional attorney in M&A — how the right legal counsel structures deals, manages risk, and prepares business owners for a successful sale.

Edward Bienvenu on how commercial bankers evaluate a business — relationship banking, global cash flow analysis, and why the best deals are sometimes the ones you walk away from.

Paul George on life after selling a business — the identity crisis founders face post-exit, why profit and purpose aren't opposites, and planning what comes next years in advance.

Lance Strother on faith-driven leadership in business — why love is a strategy with teeth, what inventing and partnerships teach you, and why integrity outlasts ROI.

Frank Slavich on how to choose an M&A attorney who protects clients without killing deals — plus the Texas Shootout clause, succession planning, and where AI fits in legal practice.

Dan Daly on going from car sales to a hospitality private equity fund — a $50M Golden Visa fund targeting boutique properties in Portugal, Costa Rica, and Japan.

The FA Mergers team — Jude David, Scott Shea, and Chase Kenner — on common mistakes sellers make in M&A, why inflated valuations kill deals, and what to demand from your sell-side advisor.

Philip Boggia on how to become a full-time LP investor — a decade-long transition from U.S. Marshal to limited partner across real estate, private equity, and private credit.

Joe Zanco, CEO of Catalyst Bank, on leading a NASDAQ-listed bank through mutual-to-stock conversion — employee ownership, why most private banks are acquired, and what successful deals require.

Blaise Zuschlag of Acadian Companies on scaling a family business through acquisitions — from family-run ambulance service to 5,000+ employees, ESOP ownership, and preserving culture through M&A.

William Kellner on protecting sellers from unserious buyers — the deal pitfalls litigators see that everyone else misses, red flags in contract language, and the value of early legal counsel.

Ken Bernhard on off balance sheet infrastructure financing — turning central utility plants into recurring revenue, the AT&T Stadium retrofit, and energy as a service for institutions.

Beau Bourque of Beacon Realty on building a commercial real estate pipeline from scratch — mobile home parks, the 90-day prospecting plan, and why door knocking still wins.

Collis Temple III on the athlete to business owner transition — going from LSU basketball and a career-ending injury to running a utility company built on championship leadership.

Jeremy Roth and Hunter Harrison of S1 Technology on scaling an MSP through acquisitions — recurring revenue, EOS, and growing a 45+ employee Inc. 5000 platform across 30+ states.

Thomas Hooks of Stately on what general counsel does in M&A — being the unpopular truth-teller, scale vs. capabilities acquisitions, and operator-minded legal strategy.

Scott Shea on the psychology of selling your business — how poker shapes negotiation, why sellers sabotage their own exits, and how to create real buyer competition.

Ashley and Jude David on faith family and entrepreneurship — acquiring Pink Salt Riot, raising six kids, and navigating life as married dealmakers building businesses together.

Pink Salt Riot founder Ashley shares a faith-rooted framework for big decisions: stop hunting for the perfect yes and pay attention to the no.

Jude David on why great teamwork at home and in business comes down to character, not tactics: compassion, empathy, and patience.

Beacon Realty founder Beau on turning the discipline of baseball into entrepreneurship, and how his grandfather's old business card inspired his company.

Jude David explains why leaving the billable hour paid off, and how a business worth 3x EBITDA to one buyer can be worth 6x or more to another.