Episodes

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.

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.