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Decision Points

True North Advisors

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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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On this week’s episode of Decision Points, True North invites guest Joe Eastin, Executive Chairman and Chairman of the Board at ISN. Raised on a farm outside Tulsa, Oklahoma, Joe's upbringing instilled in him the values of hard work and determination. His early days in Adair, under the influence of his World War II veteran father and a devoted moth…
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Our guest this week is Dirk Wakeham, whose entrepreneurial journey started from the humble beginnings of a simple paper route. He now serves as an Operating Managing Director for Vista Equity Partners and shares some of his very own Decision Points that have shaped his career and helped him navigate the unpredictability of the business world. Dirk'…
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Decision Points is about the pivotal choices that shape our personal and professional lives, and this week’s guest embodies that theme. Jason Downie sits down to share his journey from the University of Texas to launching Tailwater Capital, a leading private equity firm. Jason recalls the exhilarating and sometimes daunting challenges of starting t…
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In this episode of "Decision Points," we sit down with Jon Altschuler, the visionary behind Altschuler and Company, to explore the depths of entrepreneurial success, the power of relationships, and the agility required in today’s dynamic business landscape. Jon unpacks the story of his career journey, starting with the influence of his father, whic…
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In this episode of "Decision Points," True North Advisors invites Sean Magennis to share his entrepreneurial story, which led him to the CEO role of Young President’s Organization (YPO). He’s a titan of leadership and business growth with over three decades of experience nurturing global companies to sustainable success. Sean shares his dedication …
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In this episode of "Decision Points," we're joined by Spencer Nix, an esteemed health coach and the entrepreneur behind a thriving fitness gym serving the Dallas area. Spencer's journey is not just about physical fitness; it's a deeper exploration of how holistic health can be the cornerstone of not only personal success, but also business success.…
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In this episode of "Decision Points," we are privileged to host Clay Duvall, the co-CEO of Lincoln Property Company, a real estate giant with a storied legacy spanning six decades. Clay shares the complexities of carrying forward a legacy while bringing a fresh perspective and strategy to adapt to today’s evolving business landscape. Clay dives dee…
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In this episode of "Decision Points," we're joined by Craig Stamm, CEO of Zystan, a leader in the cybersecurity industry. Craig takes us on a journey from his early days as a military history enthusiast to his initial steps in finance, and eventually, his rise as a successful entrepreneur. His story is a masterclass in perseverance, showcasing the …
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From serving tables to leading one of the region’s most innovative restaurant groups, this week’s guest will share some powerful advice for entrepreneurs of all levels. Jack Gibbons, CEO of FB Society and celebrated Entrepreneur of the Year Southwest Region in 2023, started from humble beginnings as a server within the acclaimed Pappa's restaurant …
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In this episode of "Decision Points," we delve into the insightful world of decision-making and wealth management with Anne MacIver, Founder of Rise Mediation and WHD Consulting. Anne begins by sharing her life experiences and the pivotal role that decision-making has played in her journey. She introduces her unique approach to mediation in both bu…
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Join us in this episode of Season 3 as we sit down with David Knoch, a seasoned professional with a remarkable career journey. From the early days of working in a camera store to becoming the president of a company in just eight years, David's story is one of continuous learning and adaptability. Throughout our conversation, David shares invaluable…
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From Consulting to Venture Capital; The Art of Strategic Decision-Making with Todd Dauphinais In this enlightening episode of "Decision Points," we have the privilege of hearing from Todd Dauphinais, financial expert and founder of Clavis Capital. With a wealth of experience spanning various financial disciplines, Todd guides us through his remarka…
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Join us in Season 3 of Decision Points as we are joined by Cynthia Collins, a successful entrepreneur and owner of two dynamic design companies, Collins Interiors and Blueprint. In this episode, Cynthia shares her remarkable journey from a designer to a business owner, sharing her unique experiences, challenges, and pivotal moments that shaped her …
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In Season 3, we bring you another exciting episode, this time featuring Matt Borowski, Senior Wealth Manager and Partner at True North Advisors. With vast experience in the world of wealth management, Matt takes us on a journey through a critical topic for business owners: exit strategies. In this engaging conversation, Matt emphasizing the importa…
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In our Season 3 opener, we sit down with Curtis Rippee, a seasoned Certified EOS Implementor, to dive into the transformative power of the Entrepreneurial Operating System (EOS). Join us as we explore how EOS can be a game-changer for entrepreneurs and businesses seeking to maximize their potential. Curtis sheds light on the EOS framework, emphasiz…
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In our Episode 8 Finale of "Decision Points" Season 2, we welcome Shane Egan, a seasoned M&A attorney with a wealth of experience in helping business owners prepare for one of the most critical decisions in their entrepreneurial journey: the sale of their business. Join us as we dive into the intricacies of M&A transactions, exploring how to ensure…
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In Episode 7 of "Decision Points" Season 2, we sit down with Brent Williams, a seasoned professional with a distinguished career in investment banking and private equity. As the President of YPO Gold Dallas and Senior Advisor of the Halifax Group, Brent brings a wealth of knowledge and experience to the table. Join us as we delve into the intricaci…
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Episode 5 - Season 2: Strategic Wealth Planning and Maximizing Business Value with Caleb Brian, Director of Wealth Planning at True North Advisors In Episode 5 of "Decision Points" Season 2, we welcome Caleb Brian, the Director of Wealth Planning at True North Advisors. Caleb is an expert in institutional wealth management, and in this episode, he …
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Episode 4 of "Decision Points" Season 2 features Lila and Jeremy Stewart, the remarkable co-founders of Hari Mari, a successful footwear company and lifestyle brand. Their entrepreneurial story is a testament to resilience, partnership, and unwavering commitment. Join us as we dive into the challenging journey of building their brand and company to…
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Living Well: Dr. Tyler Cooper on Health, Purpose, and Preventive Medicine In this episode of Decision Points, we sit down with Dr. Tyler Cooper, CEO of Cooper Aerobics, a pioneer in preventive medicine and wellness. Dr. Cooper shares his remarkable journey from medicine to wellness entrepreneurship and emphasizes the importance of purpose in one's …
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Episode 2 - Season 2: The Power of Persuasive Communication In Episode 2 of "Decision Points" Season 2, we sit down with Shane Read, who's transitioned from a successful career in law to becoming a sought-after communication consultant, author, and adjunct professor. Shane's journey is a testament to the transformative power of effective communicat…
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Transforming Communities through Social Entrepreneurship: The Story of Bonton Farms In this inspiring episode of "Decision Points" Season 2, we delve into the extraordinary journey of Daron Babcock, the Chief Executive Officer at Bonton Farms. His story is a testament to the power of vision, resilience, and community-building. For many, Bonton Farm…
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Welcome to the grand finale of Season 1 of Decision Points by True North Advisors, the podcast that uncovers the transformative moments in the lives of entrepreneurs and business owners. Join us as we explore the world of smart investments and alternative investment strategies with Chris Pate, Managing Director for True North Advisors. Chris is foc…
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Welcome to Episode 7 of Decision Points, the podcast that uncovers the pivotal moments in the lives of entrepreneurs and business owners. In this episode, we're honored to have Nathan Sheets, the visionary who turned a beekeeping hobby into Nature Nate’s Honey, one of the largest honey companies in North America. Join us as we share a glimpse into …
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This is Episode 6 of Decision Points by True North Advisors, where we explore the many moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by Chad Johnson, a devoted husband and father of 11 children. Join us as we uncover Chad's incredible story of navigating life after a significant exit. Chad shares h…
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Welcome to Episode 5 of Decision Points by True North Advisors. In this episode, we're thrilled to have Dhruv Maniktala, Chief Investment Officer at True North Advisors, as our guest. Join us as we dive into the world of investments , exploring the approach and philosophy behind True North Advisors’ private investment platform, Western Alternative …
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Welcome to Episode 4 of Decision Points by True North Advisors. We’re about uncovering the critical moments that shape the lives of entrepreneurs and business owners. In this episode, we have the privilege of hosting Steve Hall, who sold his company driversselect to the Fortune 300 company Sonic Automotive in 2017. Steve shares his own story and wh…
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Welcome to Episode 3 of Decision Points, a look into the pivotal moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by George Coultress, Jr., an investment banker and business valuation expert. Join us as we tap into George’s expertise, gaining invaluable insights into the intricate world of business va…
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Welcome to Episode 2 of Decision Points by True North Advisors, where we dive deep into some of the transformative moments that have shaped the lives of entrepreneurs and business owners. In this episode, we sit down with Russell Moon, a business owner who sold his company, Skinceuticals, to L'Oreal in his early thirties. While Russell achieved inc…
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Welcome to the first episode of Decision Points by True North Advisors, a podcast geared toward entrepreneurs and business owners. In this episode, we sit down with Scott Wood and Mark Gehlbach, the visionary co-founders of True North Advisors, a private wealth advisory and investment management firm based in Dallas, TX. Join us as we dive into the…
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