Season 1
Episodes
Episode 350: Strategic Capital Raising and Exit Planning with Tom Dillon
Most entrepreneurs think raising VC money means they've "made it."But Tom Dillon learned something different during his years in investment banking and running a PE-backed company.After analyzing countless deals and...
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Episode 349: Unlock Baby Boomer Business Transitions with Georgi Feidler
Georgi Feidler shared some incredible stats with me... Over 50% of small businesses are owned by Baby Boomers. 60% of those have zero succession plan.That's billions in wealth transfer happening right now and most of...
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Episode 348: Systemize Your Business for Freedom and Exit Success with James Brown
Attention entrepreneurs: If you think working 80+ hour weeks makes your business more valuable... the data says otherwise.This conversation will change how you think about business building forever.James Brown didn't...
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Episode 347: A Dealmaker's Love-Hate Relationship with Shark Tank
If you think Shark Tank shows you how real investment deals work, it's time to look deeper.
After 35+ years of structuring actual deals, I have some thoughts.
Don't get me wrong. Shark Tank has done incredible things...
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Episode 346: Redefining Ambition and Impact with Rha Goddess
If your definition of success still sounds like someone else’s dream… It’s time to rewrite it I was deeply moved by this conversation with the incredible Rha Goddess. - CEO of Move The Crowd, the author of The...
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Episode 345: Advocating for Independence in the RIA Space with Chuck Failla
Feeling stuck inside someone else’s definition of success?If you’re a financial advisor dreaming about building a business on your terms, this is for you.Because here’s the thing…The RIA model is one of the most...
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Episode 344: RIA Reporters Unplugged with Diana Britton & Ian Wenik.
Why REPORTERS might know more than the CEOs they cover… Couldn’t agree more with the insights dropped by Diana Britton and Ian Wenik on this episode of DealQuest. In case you don’t already know Diana &...
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Episode 343: How to Navigate Deals in Economic Uncertainty & Keep Closing
For YEARS, business owners have been told to wait for the right time to make deals, especially when the economy feels uncertain. But… that strategy could be killing your momentum. In this solocast episode of the...
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Episode 342: Demystifying Startup Acquisitions with Andrew Gazdecki
What you think selling a startup looks like vs. what it actually looks likeHere’s what most founders assume about startup acquisitions… You need to raise millions in VC funding firstOnly “unicorns” get...
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Episode 341: Avoid Major Scaling Mistakes with Robert Levin
Is your business really built to scale?Most entrepreneurs dream of growing fast… but here’s the truth: speed alone won’t get you to sustainable success.This insight from business growth expert Robert Levin says it...
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Episode 340: The Role of Marketing in M&A with Angelo Ponzi
Want to make your business irresistible to buyers? Let’s talk MARKETING in M&A… Too often, businesses focus only on financials when preparing for an acquisition—But buyers don’t just pay for numbers. They pay for...
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Episode 339: Next-Gen Leadership & M&A: Why G2 Matters
Thinking about selling your business? You need strong G2 & G3 leadership in place first.Tune into my solocast episode to see why it’s a game-changer for valuation, deal structure, and a smooth exit.If you're an...
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