In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Take 5 minutes with Alan Hargreaves to step outside your business model, your career or your startup idea and check that you've got all bases covered. Are you optimising what you've got? Growth, in both business and life, is about momentum. This podcast will help you maintain it.
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Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
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Built to Sell Radio is a weekly podcast for business owners interested in selling a business. Each week, we ask an entrepreneur who has recently sold a business why they decided to sell their business, what they did right and what mistakes they made through the process of exiting their business. Built to Sell Radio is the ultimate insider's guide to approaching the most important financial transaction of your life.
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation a ...
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Welcome to Joint Ventures, a look inside the ecosystem of one of the top advisory firms in the cannabis industry. Each week we will be joined by investors and operators who share their unique perspectives on the budding industry. The Panther Group is an advisory firm and Ecosystem founded to solve business problems that impede growth for companies in the cannabis industry. They provide core solutions essential to growth marketing, business improvement, and capital raising. The Panther Ecosys ...
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A podcast focused on the business side of healthcare so you can move your strategy forward. VMG Health is the leader in strategy and transaction advisory dedicated to finding solutions for the healthcare industry. In this show, experts will provide trends and timely updates about what is happening in the various healthcare sectors. Learn more at vmghealth.com.
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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1
Why Bitcoin Matters: Sean King and Jack Krupey Discusses Decentralization, Debt, and the Future of Finance Part -2
42:26
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Join Jack Krupey and Sean King in this insightful 2nd part of the discussion! 🚀 In this compelling continuation, Sean delves deeper into his transformative journey—from his roots to his daring move to Puerto Rico, where he fully embraced a lifestyle aligned with his libertarian values. Together, they explore the intricacies of Bitcoin, examining Se…
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1
Jared Isaacman, Founder, Shift4 and Draken International, Part 2 of 2 – The Next Frontier: Exploring the boundaries of space and innovation (re-broadcast)
22:56
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A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Check out part two, now! If you've been to space and back, you're bound to have an amazing perspective about y…
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Ep 462 Matt Ebert on Selling Control to Private Equity and Expanding Crash Champions to 645 Locations
57:11
57:11
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Matt Ebert’s path to founding Crash Champions didn’t start with a grand plan—it began with a car wreck. At 16, he found himself needing to fix his own car, sparking an unexpected passion that led to building one of the largest collision repair companies in the United States.By John Warrillow
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Jared Isaacman, Founder, Shift4 and Draken International, Part 1 of 2 – Shooting For The Stars: Going beyond limits for lasting impact (re-broadcast)
26:48
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A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Look for part two next week. In business, there's success, and there's potential. Success is an achievement, b…
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1
Why Bitcoin Matters: Sean King and Jack Krupey Discusses Decentralization, Debt, and the Future of Finance Part -1
24:22
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Join Jack Krupey and Sean King in this insightful discussion! 🚀 In this thought-provoking video, Sean shares his unique journey, from his background to his bold decision to move to Puerto Rico, where he embraced a lifestyle aligned with his libertarian beliefs. The conversation delves deep into the world of Bitcoin, discussing Sean's early adoption…
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1
Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, PCE Inflation report, government debt, China, and the equities market)
20:20
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, PCE Inflation report, government debt, China, and the equities market. Speakers: Brian Pietrangelo, Managing Director of I…
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Ep 461 Aaron Levenstadt on Narrowing Your Focus to Broaden Your Appeal, Building an Advisory Board, and the Rule of 20 for a Successful Exit
50:03
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Aaron Levenstadt built Pedestal Search into a business worth selling by mastering one thing: SEO. While clients tempted him to offer other services, Aaron knew the real value lay in doing one thing better than anyone else. In this episode of Built to Sell Radio, Aaron shares how focusing on one service helped him stand out in a crowded market and a…
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Alex Ibrahim, Corporate CFO, Yanolja – Globetrotter Goals: How Yanolja is Upping the Travel Game
23:55
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As travel trends shift, and young people drive demand for simple, integrated, experience-focused journeys, its critical to respond with innovative solutions that are ahead of the curve. That's where today's guest comes in. We're sitting down with Alex Ibrahim, the Corporate CFO at Yanolja. South Korea's top travel and accommodation booking platform…
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1
Strategic Investing: Managing Risks and Opportunities in Real Estate Today with Jake Clopton Part 2
25:14
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Ready to dive into the wild world of real estate? Join Jack and Jake as they uncover the secrets to thriving in today's unpredictable market. Whether you're a seasoned investor or just starting out, our podcast is your go-to guide for seizing opportunities, navigating challenges, and mastering the ever-evolving real estate landscape. In this episod…
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1
Market Minutes Recap - Market Update (Perspectives on retail sales, the FOMC recap, and the equities market)
23:58
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Directo…
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Ep 460 How Jessica DeLuca Sold Cult Beauty for £275M and Created 29 Millionaires
1:16:49
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Jessica DeLuca co-founded Cult Beauty in 2008, creating one of the UK’s leading online beauty retailers. In this episode of Built to Sell Radio, Jessica reveals the path that led her to selling the business for £275 million to The Hut Group (THG). DeLuca’s background in tech shaped the business, with her love for data and precision leading to a met…
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Strategic Investing: Managing Risks and Opportunities in Real Estate Today with Jake Clopton Part 1
21:28
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Ready to dive into the wild world of real estate? ] Join Jack and Jake as they uncover the secrets to thriving in today's unpredictable market. Whether you're a seasoned investor or just starting out, our podcast is your go-to guide for seizing opportunities, navigating challenges, and mastering the ever-evolving real estate landscape. In this epis…
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1
Pete Najarian, Managing Partner, RW3 Ventures – Digital Disruption: Decoding the crypto world and revolutionizing finance through blockchain technology (re-broadcast)
35:02
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As the world embraces cryptocurrency, blockchain technology, and deregulated finance, there's a massive transformation on the horizon. But if you're going to invest in these innovations, you need to be incredibly diligent and have a deep understanding of the tech. Today's guest has both. We're sitting down with Pete Najarian, who is the Managing Pa…
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Market Minutes Recap - Market Update (Perspectives on CPI inflation data, the stock market, and next week’s FOMC meeting)
16:59
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…
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Ep 459 Alex Bean on Why He Was Miserable After Selling Divvy for $2.5B: Raising Capital vs. Going It Alone, Talking to Kids About Money, the Happiness Trap, and the Disease of More
52:01
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Alex Bean sold his company, Divvy, for $2.5 billion. But after reaching this monumental milestone, why didn’t the sale bring him the happiness he expected? In this episode, Alex shares his journey and the lessons he learned about life after a business exit.By John Warrillow
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Andy Goldberg, President & CEO, PCH Media – A Winning Strategy: Leveraging data-driven insights to evolve and thrive in a shifting landscape
26:27
26:27
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Longevity in any business is something to celebrate, but when a media company can successfully evolve through several decades of seismic shifts, it's also a huge lesson in the art of pivoting. Today's guest has navigated through 41 years of change and his company has come through stronger than ever. We're sitting down with Andy Goldberg, CEO of PCH…
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Unlock Tax Benefits & Strategies in Alternative Investments & Private Equity with Kelly Ann Winget - Part 2
24:20
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Tune into Alternative Investor Mastermind with industry experts Jack Krupey and Kelly Ann Winget as they delve into the lucrative tax advantages of oil and gas investments. This podcast offers valuable insights into maximizing returns through strategic tax planning in the energy sector. Perfect for investors looking to leverage tax benefits and enh…
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Market Minutes Recap - Market Update (Perspectives on the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market)
21:18
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market. Speakers: Brian Pietrangelo, Managing Dire…
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Ep 458 Inside the Mind of an Acquirer with Tim Schumacher
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On this week’s Built to Sell Radio, John Warrillow talks to Tim Schumacher, co-founder of SaaS Group, about the mindset of an acquirer. Tim shares Peter Thiel’s “zero to one” versus “one to ten” concept and how knowing which one you are can shape your business.By John Warrillow
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Health Systems, Private Equity, and the Government: It’s Complicated
25:04
25:04
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Is PE the cause of or solution to all of healthcare’s problems? Managing Director and Head of Cain Brothers Wyatt Ritchie joins Dave for an adult conversation about PE’s role in healthcare transformation. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets
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1
Unlock Tax Benefits & Strategies in Alternative Investments & Private Equity with Kelly Ann Winget - Part 1
21:45
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Tune into Alternative Investor Mastermind with industry experts Jack Krupey and Kelly Ann Winget as they explore the lucrative tax advantages of oil and gas investments. This podcast offers valuable insights into maximizing your returns through strategic tax planning in the energy sector. Perfect for investors looking to leverage tax benefits and e…
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1
Larry Connor, Managing Partner, The Connor Group (Part 2 of 2) – Leaping Into the Unknown: The power of taking unconventional risks in business and beyond
21:07
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Breaking away from the norm will always attract skepticism, especially from industry veterans. But these risks often lead to the most significant rewards. Our guest today has not only challenged the status quo in business but did so with fearless commitment and a willingness to be the newcomer in any field. In this episode, we're diving into part t…
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Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)
20:27
20:27
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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Ep 457 Negotiation Masterclass: Harvard’s Jim Sebenius on Maximizing Your Business Sale
55:36
55:36
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n this episode of Built to Sell Radio, Jim Sebenius, the founder of the Negotiation Unit at Harvard Business School, shares his advanced negotiation strategies for selling a privately held business. Jim's extensive experience includes his time at the Blackstone Group, where he negotiated on behalf of one of the world’s largest alternative asset man…
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1
Quick Hits: Opportunities in School-Based Healthcare Services in the United States
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Cain Brothers’ Director Jenny Watson talks about the massive need for school-based healthcare services including dental care, primary care, and behavioral health. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets
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Larry Connor, Managing Partner, The Connor Group (Part 1 of 2) – Daring to Be Different: Disrupting industries through radical strategies
23:00
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Hiring top talent is a proven game plan for any business, but there’s untapped power in taking risks—especially on professionals with unconventional, strategic backgrounds that keep your company fresh and forward-thinking. Today’s guest is no stranger to risks of any kind. He took that leap with his company, and it's been thriving for over 30 years…
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How to Crush Real Estate Investing: Insider Tips from 50+ Deals!
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Welcome to our latest video where we dive into the top real estate investing strategies you need to know for 2024! Whether you're a seasoned investor or just starting out, these expert tips will help you maximize your returns and build a profitable portfolio. In this video, we cover: - Top Real Estate Investment Tips for high returns this year - Pr…
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Market Minutes Recap - Market Update (Perspectives on the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key ...
24:40
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth …
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Financial Independence and Mentorship: Celebrating 3 Years for Alexander Legacy Private Wealth (S2, E7)
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It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management. Here’s what we…
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Ep 456 The Hidden Risk In Selling to Private Equity: A Cautionary Tale From Protein Bar’s Matt Matros' on How to Avoid a 7-Figure Mistake
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Matt Matros built Protein Bar from a single smoothie shop into a fast-growing chain. In 2012, private equity firm L Catterton came knocking with a deal valuing his company at $44 million. Matt decided to roll 40% of his equity, expecting it to grow even more.By John Warrillow
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Quick Hits: Current Challenges & Trends Impacting the Medical Manufacturing Market
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In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Carl Hardie about the outsourced medical manufacturing market’s “crazy ride”, how industry leaders are navigating a host of operating challenges, and why the sector is stronger than ever and continues to grow. Cain Brothers is a division of KeyBanc Capital Markets.…
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Lyndon Park, Managing Partner, Global ESG Advisory & Shareholder Activism, ICR – Boardroom Balancing Act: Governance, ESG, and Shareholder Power
32:57
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Navigating the intricate landscape of ESG and shareholder activism requires a deep understanding of both market dynamics and investor expectations. That's why expert guidance is indispensable for companies looking to build lasting value and trust with their stakeholders. Today we're sitting down with Lyndon Park, Head of ICR Governance Solutions. L…
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1
Playing The Odds: Investing Lessons from the Poker Table
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In this video, we dive into the fascinating world where poker meets investing! Discover how the strategies, risks, and decision-making processes in both fields are more alike than you might think. Whether you're a poker pro or a budding investor, there's something here for everyone. Let’s shuffle the deck and deal out some insights! #PokerVsInvesti…
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Insurance and Investing: Heading to Infinity with Tim Yurek and Julie Weiss
1:03:33
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When financial expertise meets visionary strategy, the result is limitless possibilities. In this episode, Tim Yurek and Julie Weiss join forces to explore the powerful synergy between insurance and investing. Tim Yurek, the founder and CEO of Tier 1 Capital, has spent over 35 years guiding families and businesses to financial freedom. A global tho…
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Market Minutes Recap - Market Update (Perspectives on the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call)
20:50
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call. Speakers: B…
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Ep 455 William Brown on Turning a $50 Course into a Seven-Figure Exit, Navigating Diligence, and Creating a Million Dollar Webinar
42:44
42:44
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This week on Built to Sell Radio, William Brown shares his remarkable journey from selling a $50 Word document offering trading advice to building a multi-million dollar online education business that attracted serious interest from acquirers. Based in Dubai, William's story is a testament to how a simple, bootstrapped start can evolve into a highl…
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In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Mike Elizondo about tumult in the Medicare Advantage market and why this could be an historic opportunity for health plans to drive growth. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets
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Keri Findley, Founder, CEO of Tacora Capital – Structured Credit Secrets: How Tacora Capital carved out a unique approach to business growth (re-broadcast)
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When you're a founder, you need creative ways to grow your business. Today's guest recognized that need, and built her company on it. We're sitting down with Keri Findley, Founder and CEO of Tacora Capital. Keri has two decades of experience in structured credit investing at leading firms, and as a private investor. She founded Tacora in 2022, secu…
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Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility)
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Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility) In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market volatility and its implications for investors. Our panel shares predictions on earnings season and insights on the f…
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Accountability and Freedom with Robert Crager - Part 1
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In this episode, we explore the journey of Robert Crager, an expert in investing, acquiring, renovating, selling, and renting real estate in both Puerto Rico and Mainland USA. As the founder of Flip Flop Flipper Real Estate group, Robert is dedicated to educating new investors and fostering a vibrant community where seasoned professionals and novic…
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Breaking Down the Global Economy (S2, E6)
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Today we want to break down some critical economic concepts that you hear in the news. This will be a deep dive into the global economy, recession, and inflation with Dr. Chan. Our goal is to lay the groundwork by defining these terms and then go a little deeper before leaving you with a little inspiration. Here’s what we discuss in this episode: 0…
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Ep 454 A Rare Glimpse Inside the Secret World of Corporate Development
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Corporate buyers are notoriously secretive and rarely reveal their inner workings. This is why our latest episode of Built to Sell Radio is so valuable: It provides a rare look into the secretive world of corporate M&A. Our guest is Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, where they help businesses keep their technology running s…
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