The Upside of Oil and Gas Investing: Insights from an Industry Expert

The Deal Scout

#Trading #Entrepreneur #Business #Josh Wilson #Private Equity #Family Office #Venture Capital #Investment Banking #Raise Capital #IPO #Initial Public Offering

42:14

Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…

about a year ago 8:44

MP3•Episode home

Hey there, fellow investors and curious minds!

It's your host, Josh, reaching out with some eye-opening insights from our latest podcast episode. If you've ever considered dipping your toes into the oil and gas investment pool, you'll want to lean in for this one.

🛢️ The Slippery Slope of Oil & Gas Investments

In our recent chat, I sat down with Jay, a Texan maestro of the oil and gas industry, to unravel the knotty world of energy investments. Here's a sneak peek at the wisdom he shared:

The 90% Pitfall: Jay dropped a bombshell on us – a staggering 90% of oil and gas investors end up losing their money. But why? We dove deep into the reasons behind this alarming statistic.
Beware the Telephone Deal: Ever had a slick sales pitch over the phone promising you goldmines? Jay warns us to do our homework before signing on the dotted line. Trust is key, and due diligence is your best friend.
Tax Benefits: A Double-Edged Sword: While tax incentives can be appealing, Jay cautions against letting them be your guiding star. It's the investment's fundamentals that should light your way.
The Devil's in the Deal's Details: Some deals are dressed up to impress, with inflated drilling costs that can leave investors in a financial sinkhole. Jay advises a closer look at the numbers to ensure your investment doesn't drill a hole in your pocket.
Scams and Scoundrels: The oil and gas landscape can be a minefield of scams. Jay's advice? Keep your eyes peeled and your wits about you to avoid falling prey to false promises.
Question Everything: From capital allocation to commission fees, Jay urges investors to ask the hard questions. It's your money, after all, and you deserve transparency.

🤝 Aligning Interests for Investment Success

In our heart-to-heart, we underscored the importance of having investors and promoters on the same page. When general partners have skin in the game, everyone's aiming for the same goal: success.

📚 A Must-Read for Aspiring Investors

Jay's not just a voice of experience; he's also an author. His book, "The Upside of Oil and Gas Investing," is your gateway to deeper knowledge, featuring insights from industry heavyweights like David Muir.

🎙️ Join the Conversation

Our podcast isn't just a one-way street. I'm inviting you to engage with our guests, explore their books, and even bring your potential deals to the table. Let's create a community of informed and savvy investors.

So, are you ready to navigate the twists and turns of oil and gas investing with confidence? Tune in to our latest episode for the full scoop. Your investment journey might just take a turn for the better.

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.

326 episodes

The Upside of Oil and Gas Investing: Insights from an Industry Expert

The Deal Scout

published about a year ago

MP3•Episode home

Hey there, fellow investors and curious minds!

🛢️ The Slippery Slope of Oil & Gas Investments

In our recent chat, I sat down with Jay, a Texan maestro of the oil and gas industry, to unravel the knotty world of energy investments. Here's a sneak peek at the wisdom he shared:

The 90% Pitfall: Jay dropped a bombshell on us – a staggering 90% of oil and gas investors end up losing their money. But why? We dove deep into the reasons behind this alarming statistic.
Beware the Telephone Deal: Ever had a slick sales pitch over the phone promising you goldmines? Jay warns us to do our homework before signing on the dotted line. Trust is key, and due diligence is your best friend.
Tax Benefits: A Double-Edged Sword: While tax incentives can be appealing, Jay cautions against letting them be your guiding star. It's the investment's fundamentals that should light your way.
The Devil's in the Deal's Details: Some deals are dressed up to impress, with inflated drilling costs that can leave investors in a financial sinkhole. Jay advises a closer look at the numbers to ensure your investment doesn't drill a hole in your pocket.
Scams and Scoundrels: The oil and gas landscape can be a minefield of scams. Jay's advice? Keep your eyes peeled and your wits about you to avoid falling prey to false promises.
Question Everything: From capital allocation to commission fees, Jay urges investors to ask the hard questions. It's your money, after all, and you deserve transparency.

🤝 Aligning Interests for Investment Success

In our heart-to-heart, we underscored the importance of having investors and promoters on the same page. When general partners have skin in the game, everyone's aiming for the same goal: success.

📚 A Must-Read for Aspiring Investors

🎙️ Join the Conversation

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

326 episodes

#Trading #Entrepreneur #Business #Josh Wilson #Private Equity #Family Office #Venture Capital #Investment Banking #Raise Capital #IPO #Initial Public Offering

All episodes

1
From Blueprints to Bottles: Alana Crumbley’s Journey from Design to Deal-Making 34:47

4 days ago34:47

34:47

In this dynamic episode of The Deal Scout , host Susan Reilly welcomes longtime friend and powerhouse entrepreneur Alana Crumbley to discuss her unconventional path from interior design to business brokerage—and now, to selling wineries across the U.S. and abroad. Alana shares how her early influences, including a strong work ethic instilled by her parents and mentorship from her father, a seasoned commercial broker, shaped her multifaceted career. She reflects on a pivotal moment—getting kicked out of college—and how it lit the fire that launched her into entrepreneurship. From there, Alana pivoted into commercial interior design, only to find the structure stifling. Her desire for creative freedom led her to real estate and, eventually, the niche world of business brokerage. But Alana didn’t stop there. A serendipitous meeting with now-business partner Mandy turned into a strategic alliance, opening the door to a new venture: selling boutique wineries in emerging regions like Buffalo, New York and Connecticut. Together, they launched the Vino Advisory Team (VAT), a brokerage network now expanding into international wine markets. Alana explains why wineries are uniquely complex—and creatively satisfying—businesses to broker, combining hospitality, agriculture, and real estate. Throughout the conversation, Alana speaks candidly about embracing technology and AI to streamline operations and fuel creativity. She also shares mentorship insights for aspiring business brokers, urging them to strip away inauthenticity, ask better questions, and build client trust through empathy and curiosity. Whether you’re in real estate, business brokerage, or just love a good entrepreneurial journey, Alana’s story offers valuable lessons in resilience, reinvention, and designing a career on your own terms. Reach out to connect with Alana 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 Law to Land: How Alice Chen Became a Powerhouse in Real Estate Private Equity 26:01

13 days ago26:01

26:01

In this episode of The Deal Scout , host Susan Reilly sits down with Alice Chen, a powerhouse private equity fund manager with a deeply unconventional path to success. From growing up in Taiwan to launching and selling multiple successful businesses in Canada, Alice shares her incredible entrepreneurial evolution—including how her experiences in pre-med, law, and international trade led her to become a fund manager specializing in U.S. land development. Alice opens up about the roots of her entrepreneurial drive, influenced by a high-achieving banker mother and a self-taught engineer father. She reveals how she built the discipline, analytical thinking, and risk tolerance required to lead a private equity fund, and why she and her team focus on land development—a misunderstood but high-growth niche within the real estate market. Susan and Alice also dive into what makes a successful business partnership, what to look for in potential collaborators, and the importance of stress-testing relationships before committing. Alice shares a candid story of a failed partnership that taught her the critical importance of alignment in values, work styles, and long-term vision. You’ll also hear a behind-the-scenes look at how her firm identifies land development opportunities, partners with major homebuilders like D.R. Horton, and deploys capital into large-scale entitlement and horizontal development projects across the U.S. Alice explains their highly disciplined, data-driven due diligence process and why contrarian thinking often wins in investing. Whether you're an aspiring fund manager, a seasoned investor, or simply curious about how raw land turns into livable communities, this episode is packed with insight, strategy, and actionable wisdom. Interested in investing in U.S. land development or connecting with Alice? Use the links in the show notes to get in touch. Reach out to connect with Alice 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 Vending Machines to Multi-Million Dollar Deals: Fred Beasley on Florida CRE 27:31

20 days ago27:31

27:31

In this episode of The Deal Scout , host Susan Reilly welcomes a longtime friend and seasoned real estate professional, Fred Beasley. With deep roots in Central Florida, Fred shares his journey from managing vending machines at 13 to becoming a highly respected commercial real estate broker and investor. Fred brings decades of experience in both corporate and independent real estate investing, including tenures at CBRE, Trammell Crow Company, and boutique development firms. He unpacks the lessons he learned from his ambitious, business-savvy mother and how early exposure to sales and operations shaped his investment mindset. Tune in for a deep dive into Central Florida's dynamic real estate landscape—specifically the growth corridor between Orlando and Tampa. Fred outlines the evolving nature of these two powerhouse metros and the explosive development happening in Polk County, their connective tissue. He explains why investors are betting big on the region, how limited land supply and rising rental rates are driving values sky-high, and why Polk County has become a strategic hotspot for both residential and industrial development. Fred also opens up about the shift from hands-on ownership to limited partnership investing, the pressures facing independent investors, and why he believes small-bay industrial developments may still hold untapped potential. With real-world insights, regional forecasts, and tactical advice, this episode is a must-listen for anyone interested in Florida real estate, value-add strategies, or understanding the broader forces reshaping commercial markets today. Whether you're a seasoned investor or curious about where Florida's booming real estate market is headed, this conversation offers actionable takeaways and an insider's perspective on building wealth through real estate in America's fastest-growing regions. Reach out to connect with Fred 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
Showing Up, Standing Out: Carl Gould’s Journey from Landscaping to Business Leadership 35:39

4 weeks ago35:39

35:39

In this episode of The Deal Scout , host Susan Reilly sits down with Carl Gould, founder of 7 Stage Advisors, whose entrepreneurial journey started at just 18 years old with a landscaping business—and a broken leg. From humble beginnings to mentoring over 5,000 businesses worldwide, Carl’s story is packed with unexpected lessons, strategic pivots, and game-changing insights. Carl shares the early moments that shaped his success, including a pivotal realization that simply showing up gave him a competitive edge. He dives into the importance of business planning, how most companies—even million-dollar enterprises—operate without one, and why differentiation is essential for long-term growth. With his signature guarantee model, Carl turned industry standards on their head and charged a 35% premium, out-hustling competitors with clean proposals, fast turnarounds, and relentless consistency. Susan and Carl discuss the origin of his entrepreneurial drive, rooted in a family legacy of self-starters, including his mother’s pioneering efforts in network marketing. Carl also opens up about relationship missteps in business, the cyclical nature of professional networks, and how he ultimately built a consultancy designed not just to advise, but to execute side-by-side with clients. Discover why most businesses grow in 18-month cycles, how 7 Stage Advisors embeds with clients to drive results, and what makes a company truly investable. Plus, Carl shares personal passions—from his love of live events and outdoor adventures to a family tradition of annual polar plunges. If you're a dealmaker looking to invest in or grow a business—or simply want to learn from someone who has helped thousands do just that—this episode is a masterclass in strategic thinking, operational execution, and entrepreneurial grit. Tune in to learn how showing up, asking the right questions, and having a clear plan can take your business to the next level. 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
Unlocking Lucrative Tax-Advantaged Investments in Oil and Gas with Bryan Hancock 27:52

7 weeks ago27:52

27:52

In 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

9 weeks ago33:43

33:43

In 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

9 weeks ago31:10

31:10

In 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

11 weeks ago33:23

33:23

On 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

12 weeks ago27:51

27:51

In 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

12 weeks ago30:36

30:36

1
Navigating Market Cycles: Insider Tips for Real Estate Agents and Investors 30:47

13 weeks ago30:47

30:47

Join 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

15 weeks ago31:45

31:45

In 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.…

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Emotional Readiness for Business Sellers with Shawn Flynn 33:15

21 weeks ago33:15

33:15

Insights 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.…

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Insights from a Fractional CEO Karen Demichelis 41:13

26 weeks ago41:13

41:13

Insights 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.…

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From Touchdowns to Transactions: Journey in Sports Investment with Marques Colston 43:27

29 weeks ago43:27