Business Strategy & Getting To An Exit Topics
Since the goal of every founder and investor is to get to an exit and reap the financial rewards of the risk taken with time and money to launch and build the company. Wealth is created when there is a successful exit - not when the company is started or through all the rounds of capital. Creating a successful exit is not always as easy as it may sound. Guests share their best practices and proven strategies to prepare and architect the sell of the company to a strategic acquirer or to the public in an IPO - Initial Public Offering.
Episodes also cover key strategies for protecting intellectual property, protecting and growing revenue, and even some tax tips.
Unlocking Capital: Innovative Strategies for Business Growth - with S…
You’ve been sold a lie: going public is “easy.” File some papers, raise some money, and voilà—you’re trading shares. Not even close. In this episode, Scott and I break down what really drives successful capital raises and pub...
Franchise Investing: Both Sides of the Table with Daniel Collins
You've been sold a lie about franchising. Everyone thinks it's the safe bet, proven system, established brand, guaranteed success. Just sign and watch the money roll in, right? Wrong. In this episode, Dan Collins and I tear a...
The Franchise Revolution: Building Wealth with Proven Systems with Cl…
The Great Debate: Build from Scratch or Buy the System? Most entrepreneurs face a fork in the road: Do you spend years building a brand from the ground up, or do you leverage a proven system to leapfrog the struggle? This epi...
Crypto, the IRS, and the Hidden Tax Storm Ahead with Janna Scott
As I talk with entrepreneurs and investors, I’m often struck by how many people underestimate the risks tied to crypto investing, especially when it comes to taxes. Right now, the IRS has slowed down audits, but that doesn’t ...
Let’s Talk Business Finance with Dominick Wallace
In this episode of The Compassionate Capitalist ™ Show , I’m joined by Dominick Wallace, a business lending expert, to answer key questions many entrepreneurs face: Should you borrow? What kind of funding? When’s the right ti...
The Art of Pitching: How to Win Over Investors
In today’s episode of The Compassionate Capitalist™ Show, I team up with Erik Nelson, President of Coral Capital, Mountain Share Transfer, and Sterling Holdings, for a deep dive into one of the most mission-critical skills fo...
REG A+ Revealed -- Breakthrough Strategy for Raising Capital and Inve…
In this episode of The Compassionate Capitalist Show , I dive deep into the world of Reg A+ equity crowdfunding, one of the most powerful yet misunderstood tools for democratizing wealth creation. Whether you're a retail inve...
Angel Investing or Raising Capital? How to Identify the Red Flags
How do you know if a startup is a good investment, or a red flag in disguise? In this episode of The Compassionate Capitalist Show , I share what I look for when reviewing a founder’s pitch deck, business plan, forecasts, and...
Bridging the Wealth Gap Through Crowdfunding – With Jenny Kassan
In this episode of The Compassionate Capitalist Show , I sit down with Jenny Kassan, a seasoned attorney, author, and president of the Crowdfunding Professional Association to discuss how crowdfunding can be a powerful tool t...
Optimizing Cash Flow & Managing Debt for Business Growth - with Dr. H…
In this episode of The Compassionate Capitalist Show , I sit down with Dr. Howard Polansky former dentist turned financial coach, to explore how small business owners can escape the cycle of debt and regain control of their f...
How to Maximize the Value of Your Business Before You Sell – with Rob…
Episode Summary If you've ever thought about selling your business orinvesting in one that might be sold down the road, this episode is for you. In this episode of The Compassionate Capitalist Show ,I sit down with Rob Levin,...