Grumpy helps a reader choose the best hydrangea for their hometown. Plus, Grumpy’s gripe of the week. You can find us online at southernliving.com/askgrumpy Ask Grumpy Credits: Steve Bender aka The Grumpy Gardener - Host Nellah McGough - Co-Host Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Isaac Nunn - Recording Tech Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Daily Deals
Can A Small Business Go Public?
Manage episode 424567766 series 3332872
Content provided by Susan Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Susan Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I’m thrilled to share some exciting insights from our latest podcast episode where I had an enlightening conversation with my good friend Peter about microcap IPOs. If you’ve ever wondered about taking your company public but thought it was only for unicorns, this episode is for you!
Here are the key takeaways and intriguing points we covered:
1. Debunking the Unicorn Myth
- Microcap IPOs Defined: Peter explains that you don’t need to be a billion-dollar tech giant to go public. A microcap IPO is for companies with a market cap between $50 million and $300 million.
- Market Cap Basics: Learn how to calculate your market cap (number of shares x current stock price) and see if your company qualifies.
2. Valuation Insights
- Private Company Valuation: Discover how to determine your company’s worth without spending a fortune on third-party experts. Peter shares straightforward methods like discounted cash flow models.
- Mark to Market: Understand the concept of mark to market and how it applies to private companies.
3. Preparing for an IPO
- The Journey: Peter walks us through the 12-24 month preparation process for an IPO, emphasizing the importance of early planning and commitment.
- Building Your Team: From forming your advisory team to getting your financials in order, Peter outlines the critical steps to get IPO-ready.
4. Practical Steps and Resources
- Financial Audits: Why getting your books audited is crucial and how to start this process.
- Legal and Investment Banking: The role of legal and investment banking in your IPO journey and how Peter’s team can assist.
5. Connect with Peter
- Get the Book: Peter’s book, "The Entrepreneur’s IPO," is a treasure trove of information for anyone considering this path. Available on Amazon!
- Reach Out: Connect with Peter on LinkedIn or visit his company’s website, exchangelistingllc.com, for more insights and guidance.
Why Listen?
This episode is packed with actionable advice and demystifies the IPO process for smaller companies. Whether you’re an entrepreneur looking to scale or just curious about the IPO landscape, this conversation is a goldmine of information.
As always, I’d love to hear your thoughts and questions. If you have a deal you’d like to discuss on the show, head over to thedealscout.com and fill out a quick form. Who knows, you might be our next guest!
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn -
https://www.linkedin.com/in/susan-reilly-64150722a/ - Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
322 episodes
ShareManage episode 424567766 series 3332872
Content provided by Susan Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Susan Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I’m thrilled to share some exciting insights from our latest podcast episode where I had an enlightening conversation with my good friend Peter about microcap IPOs. If you’ve ever wondered about taking your company public but thought it was only for unicorns, this episode is for you!
Here are the key takeaways and intriguing points we covered:
1. Debunking the Unicorn Myth
- Microcap IPOs Defined: Peter explains that you don’t need to be a billion-dollar tech giant to go public. A microcap IPO is for companies with a market cap between $50 million and $300 million.
- Market Cap Basics: Learn how to calculate your market cap (number of shares x current stock price) and see if your company qualifies.
2. Valuation Insights
- Private Company Valuation: Discover how to determine your company’s worth without spending a fortune on third-party experts. Peter shares straightforward methods like discounted cash flow models.
- Mark to Market: Understand the concept of mark to market and how it applies to private companies.
3. Preparing for an IPO
- The Journey: Peter walks us through the 12-24 month preparation process for an IPO, emphasizing the importance of early planning and commitment.
- Building Your Team: From forming your advisory team to getting your financials in order, Peter outlines the critical steps to get IPO-ready.
4. Practical Steps and Resources
- Financial Audits: Why getting your books audited is crucial and how to start this process.
- Legal and Investment Banking: The role of legal and investment banking in your IPO journey and how Peter’s team can assist.
5. Connect with Peter
- Get the Book: Peter’s book, "The Entrepreneur’s IPO," is a treasure trove of information for anyone considering this path. Available on Amazon!
- Reach Out: Connect with Peter on LinkedIn or visit his company’s website, exchangelistingllc.com, for more insights and guidance.
Why Listen?
This episode is packed with actionable advice and demystifies the IPO process for smaller companies. Whether you’re an entrepreneur looking to scale or just curious about the IPO landscape, this conversation is a goldmine of information.
As always, I’d love to hear your thoughts and questions. If you have a deal you’d like to discuss on the show, head over to thedealscout.com and fill out a quick form. Who knows, you might be our next guest!
Next Steps
- Share your thoughts with a review - https://www.thedealscout.com/reviews/
- Let's connect on LinkedIn -
https://www.linkedin.com/in/susan-reilly-64150722a/ - Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg
Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.
Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
322 episodes
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1 Unlocking Lucrative Tax-Advantaged Investments in Oil and Gas with Bryan Hancock 27:52
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Play Later Play Later Lists Like LikedIn this episode of The Deal Scout , your host Susan Reilly sits down with Bryan Hancock, a born-and-raised Austin, Texas entrepreneur and investor, who shares valuable insights into one of the most overlooked but highly rewarding investment opportunities: oil and gas. Brian discusses how his upbringing, professional background in engineering and business, and decades of real estate experience have prepared him for success in this unique sector. He explains why oil and gas investments—especially those involving fracking in areas like the Eagle Ford Shale—offer not only strong return potential but also significant tax advantages through Intangible Drilling Costs (IDCs). Brian also shares how he launched the Texas Freedom Fund to make these opportunities accessible to more investors, lowering the traditional entry point from $250,000 to $25,000. Throughout the conversation, Brian offers advice for first-time oil and gas investors, discusses the real risks and returns in the sector, and explains why he believes global energy demand will only continue to grow. He also touches on personal milestones, including how life experiences like divorce have taught him humility and balance, and shares his passion for deal-making, family, and travel. Whether you're a seasoned investor or new to alternative assets, this episode will open your eyes to opportunities you might have never considered—and show you how to take advantage of them. Reach out to connect with Bryan or to be a guest on the show to Susan Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 Franchising with Integrity: Don Schin's Guide to Building Smarter, Sustainable Franchise Growth 33:43
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Play Later Play Later Lists Like LikedIn this episode of The Deal Scout , host Susan Reilly sits down with franchise industry veteran Don Schin , who brings over 25 years of experience and a passion for doing franchising the right way. Whether you’re thinking of buying into a franchise, launching your own, or scaling one with integrity, this episode is packed with real-world insights that matter. Don has worn nearly every hat in the franchise world—franchisee, master franchisee, CEO, broker, and now consultant. But it was his role as a master franchisee that most shaped his philosophy: responsible growth, local empowerment, and building businesses that truly impact families and communities. Don shares why undercapitalization is the #1 reason franchise brands stumble, and how many new franchisors get it wrong by focusing on speed over sustainability. He explains how the “plug and play” myth sets franchisees up for failure and why emerging brands often lack the systems, support, and profitability structure to survive. From building matching systems that pair the right people with the right opportunities, to guiding new franchisors through the process of going to market, Don’s mission is clear: to raise the standard across the franchise industry and help people succeed long term. He even discusses his “Are You Franchiseable?” assessment and how his company operates as the “eHarmony of franchising.” If you're entering a season of career change, thinking about launching a franchise, or looking to scale without imploding, Don shares the tools, mindset shifts, and battle-tested truths to help you build something that lasts. In this episode, you’ll learn: What “doing franchising right” really looks like The two biggest reasons franchises fail How Don identifies red flags in emerging brands Why mindset and support are just as important as capital What a good franchise deal actually looks like How to avoid jumping into a business that’s a short-term trend Reach out to connect with Don or to be a guest on the show to Susan Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 From Financial Advisor to Financial Freedom: Chris Miles' Journey Beyond Wall Street 31:10
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Play Later Play Later Lists Like LikedIn this episode of The Deal Scout , host Susan Reilly sits down with Chris Miles, also known as the Anti-Financial Advisor , to uncover his unconventional path to financial freedom and the hard lessons learned along the way. Once a traditional financial advisor, Chris realized that the advice he was giving—401(k)s, paying off mortgages early, saving aggressively—wasn’t working, not even for his own father. His wake-up call came when he saw firsthand that the “American Dream” retirement strategy wasn’t delivering results. This epiphany launched him into the world of entrepreneurship, real estate investing, and ultimately, financial independence at the age of 28. But Chris’s story isn’t just a highlight reel. He also shares the devastating financial setback that cost him over a million dollars, and how it taught him critical lessons about liquidity, diversification, and business integrity. From that failure, he rebuilt his wealth with a new philosophy—focusing on cash flow over accumulation and creating passive income streams that allow entrepreneurs to become work-optional. In this candid conversation, Chris also opens up about the emotional toll of financial and personal failures, including two divorces, and how leaning into relationships—not retreating from them—became a game-changer for his business and personal growth. His advice for entrepreneurs? Don’t grind yourself into the ground. Build freedom into your life now through smarter investments and meaningful relationships. Whether you’re a business owner, investor, or aspiring dealmaker, this episode offers a blueprint for breaking free from the traditional financial mold—and building lasting wealth on your own terms. Reach out to connect with Chris or to be a guest on the show to Susan Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 From Flips to Sustainable Builds: Keith’s Real Estate Journey Rooted in Resilience and Innovation 33:23
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Play Later Play Later Lists Like LikedOn this episode of The Deal Scout , host Susan Reilly sits down with real estate investor and entrepreneur Keith, whose journey from a childhood on the Jersey Shore to becoming a sustainability-focused builder in Florida is filled with grit, reinvention, and strategic thinking. Keith’s early exposure to real estate came from his parents, who flipped vacation rentals in the 1980s. That hands-on experience laid the foundation for his passion for real estate and entrepreneurship. After college, Keith worked as a sales engineer, but the pull of property investment led him to flip homes in Atlanta during the early 2000s. Then came the 2008 housing crash—and a pivotal moment in Keith’s career. Faced with financial risk on a million-dollar build near Atlanta’s Piedmont Park, Keith made a bold decision to finish the project and sell, ultimately escaping unscathed and even profiting. Susan and Keith dig into how that defining moment shaped his investment philosophy—one rooted in risk analysis, market timing, and resilience. Keith shares the evolution of his strategy, including how he now builds using steel framing and magnesium oxide board—materials chosen initially for cost-efficiency but that have proven to be eco-friendly, hypoallergenic, and fire-resistant. His projects now attract interest from funds focused on sustainability, even though that wasn’t his original intent. He also breaks down his approach to sourcing deals: from networking with agents and finding off-market opportunities, to identifying overlooked MLS listings and creatively solving zoning and entitlement challenges. Keith’s team of trusted experts—contractors, engineers, former city officials, and even a former NFL player—enables him to tackle projects others won’t touch. The episode closes on a personal note, highlighting Keith’s passion for fatherhood and how his 13-year-old son inspires and grounds him in his mission to build better, healthier homes. Whether you're a seasoned investor or just entering the world of real estate, this episode is packed with valuable insights on market timing, building smart, and thinking beyond the blueprint. Reach out to connect with Keith or to be a guest on the show to Susan Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 From Car Lot Loss to Business Brokerage: Rudy Rudolfo’s Journey to Empowering Entrepreneurs 27:51
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Play Later Play Later Lists Like LikedIn this episode of The Deal Scout , host Susan Reilly sits down with Rudy Rudolfo, business broker at True Forte Business Group. Rudy shares a compelling journey that begins with humble roots as the son of Cuban immigrants in Michigan and leads to an impactful career helping entrepreneurs buy and sell businesses in Florida. Rudy’s path wasn’t linear—nor was it easy. He opens up about the missteps that cost him his first business, including a handshake deal gone wrong with a local pastor that left him fighting to keep his car lot afloat. Rather than let the experience break him, Rudy used it as fuel to learn the right way to do business. That painful lesson sparked a passion for helping others avoid the same mistakes. With deep family ties to entrepreneurship, a personal understanding of immigrant challenges, and firsthand knowledge of the risks buyers face, Rudy brings a rare level of empathy and insight to his work as a business broker. He dives into how he turned his early setbacks into tools for supporting clients—from guiding buyers through the emotional and logistical hurdles of relocation, to helping distressed sellers stabilize their businesses and exit successfully. Rudy also shares what makes a deal truly great, the emotional intelligence needed to read both buyers and sellers, and why mentorship is a critical part of his mission. With the help of his wife, Sharon, Rudy not only builds deals—he builds trust, community, and long-term success for everyone he works with. If you’re a dealmaker, aspiring entrepreneur, or simply curious about the human side of buying and selling businesses, this episode is a masterclass in resilience, resourcefulness, and relationship-building. Reach out to connect with Rudy or to be a guest on the show to Susan Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 From Exits to Impact: Eddie Wilson on Legacy, Loss & Leading with Purpose 30:36
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Play Later Play Later Lists Like Liked 1 Navigating Market Cycles: Insider Tips for Real Estate Agents and Investors 30:47
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Play Later Play Later Lists Like LikedJoin host Susan Reilly on The Deal Scout as she sits down with seasoned commercial broker and investor Christian Peters of Dark Horse Commercial. With a lifelong background in real estate and deep-rooted industry expertise, Christian shares invaluable insights into the commercial real estate market, the 18.6-year economic cycle, and strategic investment moves. In this episode, Christian and Susan discuss: How growing up in a real estate family shaped his career The smartest entry point into real estate investing Why industrial properties are a top investment choice How to anticipate market cycles and position yourself ahead of the downturn The critical importance of listing properties as an agent Why now might be the best time to sell if you're planning to exit within five years The telltale signs of a peak market—and what’s next Christian also shares his personal investment strategies, including finding underutilized industrial properties and adding value through hands-on renovations. Whether you're a seasoned investor, a commercial real estate agent, or just getting started, this episode offers actionable strategies to stay ahead of market trends and make informed decisions. Want to connect with Christian or discuss potential deals? Reach out via Susan at Susan@thedealscout.com . Tune in now to gain expert insights and sharpen your investment game! Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 Passing the Torch: The Deal Scout Welcomes a New Host 31:45
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Play Later Play Later Lists Like LikedIn this special episode of The Deal Scout, host Josh Wilson makes a major announcement—his time as host is coming to an end. But as one chapter closes, another begins. Meet Susan Reilly, the new host of The Deal Scout, who brings a wealth of experience in business brokering, commercial real estate, and deal-making. Josh and Susan dive into her background, from co-owning and selling multiple businesses to her passion for connecting people and facilitating deals. They discuss her journey into the world of business transactions, her superpower of networking, and her excitement for the future of The Deal Scout. Josh also shares insights into his next venture—his transition into investment banking, where he continues to connect the dots between businesses and investors in the capital markets. Tune in as Susan takes the helm, ready to expand The Deal Scout’s mission of bridging buyers and sellers, facilitating meaningful connections, and uncovering exciting opportunities in the world of deal-making. Interested in being featured on the show? Reach out to Susan at susan@thedealscout.com to discuss your deal and schedule an interview! Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 Emotional Readiness for Business Sellers with Shawn Flynn 33:15
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Play Later Play Later Lists Like LikedInsights from the Frontlines of M&A I’m thrilled to share some highlights from our latest episode of "The Deal Scout," where I had an enlightening conversation with Shawn Flynn, a seasoned investment banker specializing in mergers and acquisitions (M&A). This episode is packed with valuable insights and practical advice for anyone navigating the complex world of dealmaking. Here’s a sneak peek at what we covered: Key Takeaways from the Episode: The Mindset of Dealmaking: Analogies that Resonate: Shawn likens mergers to marriages and acquisitions to getting a puppy, making complex M&A concepts relatable and easier to grasp. Emotional Rollercoaster: Selling a business is not just a financial transaction but an emotional journey. Shawn shares how entrepreneurs can prepare mentally and emotionally for this significant life event. Focus on Transaction Size: Why Size Matters: Shawn explains why his firm prioritizes transaction size over geographic or sector-specific constraints. Deals under $10 million often don’t justify the involvement of investment bankers due to fee structures. Fee Structures: We dive into the financial models used in investment banking, including the Lehman model, and discuss the importance of aligning fees with the complexity of each deal. Client Relationships: Trust and Collaboration: Shawn emphasizes the importance of working with trustworthy and pleasant clients. Good relationships can make the deal process smoother, while difficult clients can create unnecessary stress. Retainers and Success Fees: Ensuring Commitment: Retainers serve multiple purposes, from ensuring client commitment to covering operational costs. Shawn highlights how retainers demonstrate a client’s seriousness about the deal. The Role of Due Diligence: Thorough Preparation: Conducting thorough due diligence is crucial for understanding the nuances and potential challenges of a deal, setting appropriate expectations, and ensuring a successful outcome. Secondary Transactions: Liquidity Options: Shawn explains how secondary transactions involving private company shares work, including the valuation process and options for founders or early investors looking to cash out. Valuation of Private Company Shares: Assessing Value: Despite the lack of transparency in private companies, there are ways to assess their value based on available information, including databases and platforms that provide insights into recent transactions. Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 Insights from a Fractional CEO Karen Demichelis 41:13
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Play Later Play Later Lists Like LikedInsights from a Fractional CEO I had the pleasure of chatting with Karen, a seasoned fractional CEO and advisor to C-suite executives. Our conversation was packed with valuable insights on business management, financial literacy, and strategies for driving company performance. Here are some key takeaways that I think you'll find intriguing: Key Lessons and Ideas: The Role of a CEO in Challenging Times:** Karen steps into organizations during tough transitions, often uncovering hidden issues by listening for key phrases. Financial Statements as a Business Health Indicator:** Understanding financial statements is crucial. Karen starts by asking about labor costs and depreciation to gauge financial health. She uses relatable examples, like a lemonade stand, to teach complex financial concepts. Cash Flow Management and Debt Restructuring:** "Cash is king." Karen focuses on liquidity and quick wins to optimize performance. She warns against hasty cost-cutting, sharing a cautionary tale where excessive cuts led to dysfunction. Boosting Sales Volume and Contract Management:** Regularly review and renegotiate contracts to stay competitive. Example: At Pepsi, Karen learned the importance of updating contracts to reflect market changes. Building a Sustainable Business Legacy:** Establish strong banking relationships and assess family aptitude for succession planning. Curiosities and Strategies: The Risks of Aggressive Cost-Cutting:** Karen explains how aggressive cost-cutting can strip essential functions and skills, advocating for a balanced approach. The Importance of P&L Management:** Managing the profit and loss statement is critical for informed decision-making. Karen emphasizes transparency and regular financial reviews to drive performance. Educating Employees on Financial Impact:** Monthly reviews with managers help them understand their roles' impact on the P&L, fostering accountability and performance. Connect and Learn More: Karen is passionate about helping businesses grow and scale. Connect with her on LinkedIn for more insights on transformational leadership and emerging trends, especially in AI. I hope these highlights spark your curiosity and entice you to listen to the full episode. Karen's experiences and advice are invaluable for anyone navigating the complexities of business management and growth. Stay curious and keep scouting for those deals! P.S. Don't miss out on future episodes of "The Deal Scout." Subscribe now and stay ahead in the world of business and investment! Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 From Touchdowns to Transactions: Journey in Sports Investment with Marques Colston 43:27
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Play Later Play Later Lists Like LikedHey there, fellow investors and sports enthusiasts! I'm thrilled to share the latest episode of "The Deal Scout" with you. This one is particularly special as it features Marques Colston, a former NFL player who has made an impressive transition into the world of deal-making and investment. Here are some key takeaways and intriguing insights from our conversation that you won't want to miss: Key Highlights: 1. From NFL to Venture Capital: Marques's Transition: After a decade in the NFL, Marques ventured into team ownership, angel investing, and eventually co-founded Champion Venture Partners. His journey is a testament to the power of continuous learning and adaptability. Learning from Failures: Marques shares a candid story about an investment in a cannabis company that didn't pan out. His takeaway? Failures are only losses if you don't learn from them. 2. Champion Venture Partners: Investment Focus: Unlike traditional sports investments, Champion Venture Partners targets the broader sports ecosystem—think technology, fan experiences, player performance, and even sports medicine. Creating Access: Marques and his team are committed to providing investment opportunities to a wider range of investors, including athletes and retail investors who typically wouldn't have access to this space. 3. Understanding the Sports Value Chain: Business Opportunities: From payment processing to media rights, Marques breaks down the multifaceted nature of the sports industry and where the money can be made. Scalability: Technologies that enhance fan experiences and provide valuable data can lead to substantial returns on investment. 4. Advice for Young Athletes: Identity Beyond Sports: Marques emphasizes the importance of young athletes defining who they are outside of their sport. Stay Humble and Take Action: Humility and proactive learning are key to preparing for life after sports. 5. Personal Touch: Tribute to His Father: Marques shares a touching story about how he honors his late father during games, adding a deeply personal layer to his professional journey. Why Listen? This episode is a goldmine of insights for anyone interested in the intersection of sports and business. Whether you're an investor looking for new opportunities or an athlete preparing for life after sports, Marques' journey offers valuable lessons and inspiration. I encourage you to tune in and soak up the wisdom Marques has to offer. As always, feel free to reach out with your thoughts and questions. Let's continue to learn and grow together! Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
Navigating the Legal Maze of Startups I’m thrilled to share some golden nuggets from our latest podcast episode, where I had an enlightening chat with Jeff, an attorney who specializes in startup legalities. If you’re a startup founder or an investor, this episode is a must-listen. Here’s a sneak peek into the key takeaways: The Chaos of Startups Startup Environment**: Jeff and I dive into the unpredictable nature of startups. Rapid changes and unexpected challenges are the norms, making legal preparedness crucial. Fractional Legal Teams**: Jeff’s firm, Intellectual Strategies, offers a unique solution with fractional legal teams, providing startups with diverse legal expertise without the full-time cost. Legal Challenges for Startups Expect the Unexpected**: Jeff emphasizes that startups often face legal issues they never anticipated. Being proactive can save a lot of headaches down the road. Intellectual Property (IP) Rights**: Protecting your brand and innovations is paramount. Jeff breaks down the essentials of IP rights for startups. Understanding Intellectual Property Trademarks vs. Copyrights**: Trademarks: Protect brand identifiers like names, logos, and taglines. Copyrights: Safeguard original artistic works such as music, literature, and visual art. Trade Dress**: Learn about the visual appearance of products and packaging that can also be protected. The Importance of Trademarks Valuable Assets**: Trademarks can be one of your startup’s most valuable assets. They attract customers and investors alike. Preliminary Searches**: Before you dive into branding, conduct a preliminary trademark search to avoid legal conflicts. Conducting a Trademark Search USPTO Website**: Jeff recommends using the U.S. Patent and Trademark Office website to check for existing trademarks and assess your chances of successful registration. When to Seek Legal Help Early Protection**: As soon as you start using a brand, consider seeking legal protection. Start with common law rights and move to federal trademark registration as you grow. Navigating Infringement Issues Avoiding Legal Challenges**: Even unintentional infringement can lead to legal trouble. Thorough searches and awareness of existing brands are key. Building a Fractional Legal Team Tailored Legal Support**: Jeff’s approach with fractional legal teams ensures startups get the right legal expertise at the right time, adapting as they scale. Conclusion This episode is packed with insights that can help you navigate the complex legal landscape of startups. Jeff’s practical advice on trademarks, copyrights, and due diligence is invaluable for both entrepreneurs and investors. Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 From Flight Instructor to Fintech Founder: Jason Schapperts Unconventional Path to Success 41:09
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Play Later Play Later Lists Like LikedThe Deal Scout Newsletter: Jason's Journey from Ocala to the Skies and Beyond Hello, fellow dealmakers! I’m thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of reconnecting with Jason, an inspiring entrepreneur from my hometown of Ocala, Florida. His story is a testament to resilience, innovation, and the power of leveraging opportunities. Here are some key takeaways and intriguing insights from our conversation that you won’t want to miss: Key Lessons and Ideas: Early Influences and Entrepreneurial Spirit: Jason grew up in an entrepreneurial family, learning the ropes of customer service and sales from his parents' pest control business. His unique perspective on success was shaped by observing the lifestyles of both wealthy and struggling clients. The Power of Self-Improvement: While his peers played video games, Jason was busy with personal development, listening to audiobooks by Zig Ziglar and John Maxwell while mowing lawns. This early focus on self-improvement set the foundation for his future success. From Flight Instructor to Business Owner: Jason’s passion for flying led him to become a flight instructor at a young age. Realizing the disparity in earnings, he invested his savings in buying his first airplane, viewing it as an asset to generate income. Leveraging Online Platforms: Faced with the challenge of scaling his business, Jason turned to YouTube and GoPro cameras to film and share his flight lessons online. This innovative approach allowed him to reach a broader audience and build a successful online aviation education business. Overcoming Adversity: Jason faced significant financial challenges, including a near foreclosure and an engine failure during a flight lesson. These adversities pushed him to focus solely on his online platform, leading to the growth and success of his business. Transition to Financial Literacy: After selling his aviation business, Jason and his wife founded Moolah, a fintech company aimed at providing financial literacy and investment tools. Intriguing Moments: First Airplane Purchase**: At 18, instead of buying a truck, Jason bought an airplane, seeing it as an investment to leverage his business. Moolah’s Vision**: The goal of Moolah is not just to offer banking and investment services but to educate users on financial stewardship, drawing from Jason’s personal experiences. Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 Capital Raising: A Deep Dive into Regulation D with Tilden Moschetti 42:08
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Play Later Play Later Lists Like LikedUnderstanding Regulation D This time, we dive deep into the world of raising capital through Regulation D with the help of our esteemed guest, Mr. Tilden, an experienced securities attorney. Whether you're a seasoned investor or just starting out, this episode is packed with insights that can help you navigate the complexities of capital raising. Key Takeaways from the Episode: 1. Understanding Securities: What is a Security? & Why It Matters**: Knowing this helps you understand what falls under securities laws and why compliance is crucial. 2. Regulation D Overview: Exemptions Explained**: Regulation D allows companies to raise capital without SEC registration, provided they meet specific criteria. 3. Accredited Investors: Who Qualifies?**: Net worth over $1 million (excluding primary residence) or income of $200,000 ($300,000 with a spouse) for the past two years. Verification**: Essential for compliance, especially under Rule 506c. 4. Choosing Between 506b and 506c: 5. Transitioning Between Rules: 6. Protecting Non-Accredited Investors: Limitations**: Rule 506b allows only a limited number of non-accredited investor 7. Emotional Side of Deal-Making: Passion and Drive**: Successful capital raising often hinges on your enthusiasm and the compelling story behind your project. 8. Friends and Family Investments: Compliance**: Even investments from close relations must comply with securities laws to avoid legal issues. Why Listen? This episode is a treasure trove of practical advice and expert insights that can help you successfully navigate the regulatory landscape of raising capital. Whether you're looking to understand the nuances of Regulation D or seeking strategies to attract investors, this conversation with Mr. Tilden is a must-listen. Connect and Engage I encourage you to reach out to Mr. Tilden for further insights and to express your gratitude for his valuable contributions. His contact information is available in the show notes, and you can also connect with me directly if you have deals you'd like to discuss on "The Deal Scout." https://www.linkedin.com/in/tildenm/ https://www.youtube.com/@syndicationattorney Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
1 Building a Billion-Dollar Holding Company Through Acquisitions with Jude David 46:03
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Play Later Play Later Lists Like LikedUnveiling the Secrets of Strategic Acquisitions This time, I had the pleasure of sitting down with Jude, a remarkable entrepreneur and dealmaker who has mastered the art of scaling businesses through strategic acquisitions. Here’s a sneak peek into our conversation that you won’t want to miss: Key Takeaways from Jude’s Journey: Scaling Through Acquisitions**: Jude’s journey from a small door and window business to a $100 million revenue powerhouse is nothing short of inspiring. He recently doubled his company’s size by acquiring Pella Doors and Windows' luxury division. Building a Luxury Brand**: Learn how Jude launched Stately Doors and Windows, targeting high-end homes with bespoke products. His focus on quality and luxury has set his brand apart in a competitive market. Resilience in Deal-Making**: Jude’s story of reaching out to 400 private equity firms to secure funding without giving away equity is a masterclass in persistence. He faced numerous rejections but refined his pitch and ultimately found the right partner. Adapting Your Pitch**: Initially presenting his company as a sponsor-backed group limited Jude’s appeal. By repositioning himself as a business owner building a platform from scratch, he opened doors that were previously closed. Maintaining Equity**: Despite tempting offers that required giving up equity, Jude’s belief in the long-term value of his business drove him to seek better opportunities. His story underscores the importance of holding onto your vision. Balancing Confidence and Humility**: Jude’s entrepreneurial spirit is balanced by a strong foundation in faith and values. He shares how maintaining this balance helps him navigate the challenges of business. Cultural and Legal Complexities**: Jude’s current venture into acquiring equity in a manufacturing partner in Vietnam presents new challenges. His willingness to take risks and learn on the go is a testament to his entrepreneurial mindset. Guiding Principles**: Jude emphasizes the importance of having a set of guiding principles rooted in faith, which helps him make ethical business decisions and respect the diverse beliefs of his team. Why You Should Listen: Jude’s journey is packed with valuable lessons for both aspiring entrepreneurs and seasoned business owners. His insights into deal-making, resilience, and adaptability provide a roadmap for navigating the competitive landscape of business. Whether you’re looking to scale your company, refine your pitch, or maintain equity, this episode offers actionable advice and inspiration. Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.…
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