Are you sitting on lazy assets? If you have equity in your home or valuable knowledge in your head but are cash poor, you are missing out on free money. Jeff Barnes reveals the cold, hard truth about why your personal balance sheet is lying to you and exactly how to transform your dormant wealth into aggressive, consistent cash flow. In this episode, Jeff, host of Angels Exits and Acquisitions, shows business owners and investors how to legally and safely leverage assets to access investment capital and achieve annual high returns of 18% to 22%. Learn the exact financial arbitrage process the "big dogs" use to make massive profits. Key Points: • The Problem with Lazy Assets: If you have equity in your home, cars, or second properties, and they are not paying you monthly, they are "useless" and "worthless". • The Arbitrage Strategy: How to ethically take out a **500,000∗∗loanagainstyourpaid−offassetandimmediatelyinvesttheproceeds(300,000) to ensure the investment covers the new mortgage payment and generates profit. • Accessing High Returns: Specific, secure investments like first deed of trust hard money lending and specialized private equity funds that consistently pay 18% or more annually, turning your home equity into a secured cash flow strategy. Timestamps: • 00:00 - The Cold Hard Truth About Lazy Assets and Private Placements • 04:40 - Scorecards for Your Life: Why You Need a Personal Balance Sheet • 09:39 - Financial Arbitrage: Refinancing Your House to Gain $300,000 in Investment Capital • 11:42 - The 18% Secret: How to Invest in Hard Money Lending and Private Equity Consistently • 23:27 - Leveraging Your Assets: Creating Free Money and Getting Hooked on Compounding Returns Stop "parking and praying" in the market. By using established underwriting guidelines, you can secure your investing principal and leverage other people's needs to generate significant net worth growth. Go educate yourself and get into the right rooms. Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/  #FinancialArbitrage #LazyAssets #HardMoneyLending #CashFlowStrategy #PrivateEquityInvesting #HighReturnInvestments #JeffBarnes #RealEstateFinancing #MakeMoneyFromHomeEquity #InvestingSecrets #PassiveIncome2024 #WealthBuildingTips #CompoundReturns #GetOffYourLazyAssets #HowToGet22PercentROI Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you an entrepreneur or capital raiser failing to secure funding? This episode reveals the brutally honest reasons why investors say, "I don't trust you," and the uncompromising sacrifices required to raise 500,000 in three days** or even **1 million in 90 minutes. Jeff Barnes, host of the Angels Exits and Acquisitions Podcast, cuts through the "watered down" advice to explain the true Speed of Trust and why you must reject the "employee mindset" to attract serious investing capital. Learn why perseverance through unforeseen suffering and the relentless pursuit of experience are the only assets that matter. Key Takeaways to Build Investor Trust and Secure Capital: • Reject the Employee Mindset: Investors will not fund you if your goal is just to "punch the clock" and achieve "work-life balance". When you take a dollar from an investor, everything is your responsibility until they are paid back handsomely. • Suffering is Mandatory Experience: You must be "broken" like in Cool Hand Luke to learn the lessons and build the grit necessary to overcome the unforeseen challenges that always arise in business. • Credibility Requires Mastery: Stop memorizing and regurgitating advice. You must know your industry inside and out to such a degree that an expert cannot stump you, demonstrating true knowledge, wisdom, and experience. Major Timestamps: • 00:01 - The Problem: Why most advice on capital raising is watered down and ineffective. • 00:06 - Why you must be "broken" (The Cool Hand Luke Principle). • 00:13 - The $1 Million Trust Secret: Raising serious investing money from strangers quickly. • 00:15 - Why the Employee Mindset Instantly Kills Your Funding. • 00:23 - The Unforeseen Challenges (Wife Attempted Suicide) That Prove Your Perseverance. Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/  #SpeedofTrust #CapitalRaisingSecrets #EmployeeMindset #EntrepreneurStruggle #InvestorTrust #BusinessGrowthTips #Hormozi #MrBeastMarketing #MillionDollarMindset #PerseverancePays #FundingTips #StartupFunding #InvestmentStrategy #LeadershipGrit #HowToGetFunding Learn more about your ad choices. Visit megaphone.fm/adchoices

Stop blaming the "funding gap."  The brutal truth is that there is more money available now than ever before in human history, but most early-stage startups genuinely suck. We unleashed a powerful, controversial rant directed at delusional founders who complain about a lack of early stage capital. If you think raising money is hard because there's no funding, you've got it wrong. The problem isn't a lack of money—it's a lack of resourcefulness, competence, and basic sales skills. Jeff explains why most investors are instantly turned off by founders who haven't put in the work, haven't suffered failure, and are demanding capital just to get out of the starting blocks. Learn the painful truth about raising capital in today's market, and why you must master accurate thinking and bootstrapping before you ever ask for a dollar Key Points You Will Learn: • The Funding Lie: There are collectively trillions of dollars available, including $4 trillion in private equity dry powder alone, sitting on the sidelines waiting for deals. The real gap is in competent operators and resourceful founders who know what they are doing. • The "Delulu" Founder Trap: Why believing your idea is "unique, one-of-a-kind, and brilliant" is a sign of dangerous delusion that causes investors to instantly distrust you. Investors HATE your pitch if you haven't sold a single thing or proven demand. • How Resourcefulness Wins: Jeff shares a recent story of raising a $500,000 shortfall in just four days from an unknown investor, demonstrating that capital flows instantly when founders are trustworthy and competent. You must fail and suffer to build the necessary grit and skills required to attract serious angel investing Major Timestamps: 00:00 - Intro: The investor shocker that started this rant.  01:30 - Where is the $4 Trillion? The truth about the capital surplus right now.  04:00 - Why most founders are "Delulu" (Delusional) and losing trust.  07:00 - The shocking story of how Jeff instantly raised $500K in 4 days.  20:45 - The Resourcefulness Gap: Why bootstrapping and failing is mandatory before raising capital Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #StartupFundingSecrets #RaiseCapitalFast #FounderDelusion #AngelInvestingTips #VentureCapitalTruth #BusinessTruth #BootstrapBusiness #EntrepreneurMindset #FundingGapMyth #ResourcefulFounder #EarlyStageCapital #MoneySkills #Hormozi #StartupFails #JeffBarnes Learn more about your ad choices. Visit megaphone.fm/adchoices

Venture Capital is Broken. This Fund Is the Fix. Forget the 10-year lockups, confusing fees, and zero liquidity. In this episode, we have Michelle, Urben of Synergos Fund to explore how her team is redefining VC with a hybrid evergreen structure built for impact, flexibility, and real returns. Michelle breaks down how their Continuum Fund model supports startups from seed to scale, offers liquidity within 2–3 years for some investors, and still targets above-market returns — all without compromising values or investor transparency. This episode is a must-watch if you're an angel investor, fund manager, or founder navigating capital stacks, LP expectations, or impact-driven investing. What You'll Learn: • How Synergos Fund solves VC’s biggest pain point: liquidity • Why “conscious capitalism” doesn’t mean lower returns • How fund structures can actually align with investors & founders Key Timestamps: 00:00 – Conscious capitalism & building an LP-aligned fund 02:45 – Michelle’s nuclear investing thesis & global energy perspective 08:00 – How the Synergos Fund unlocks early liquidity for LPs 14:10 – Fees, transparency & how they solve GP/LP misalignment 21:00 – The hybrid fund model: seed, scaling, commercializing stages Connect with Jeff Barnes: Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ Connect with Michelle Urben & Synergos Fund: LinkedIn: https://www.linkedin.com/in/michelle-boquiren-urben-0538852/ Company Linkedin: https://www.linkedin.com/company/the-synergos-fund/ Website: www.thesynergosfund.com To book this guest on your podcast or news program, please contact Brian Hyland at Cricket Public Relations www.cricketpr.com CPR@Cricketpr.com (201) 410-4563 #VentureCapitalReform   #ImpactInvesting   #ConsciousCapitalism   #ContinuumFund  #LPFriendlyFund  #AngelInvestingTips  #HybridVCModel  #AccreditedInvestors   #DeepTechInvesting  #PrivateFundStrategy  #CashFlowForInvestors  #VCWithLiquidity  #EvergreenFunds  #FamilyOfficeInvesting  #StartupScalingStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices

🔥 What if your business could be built to sell — but you never intend to sell? In this episode of Angels, Exits & Acquisitions, we are with Josh Davis — an entrepreneur who scaled and exited a logistics company to private equity, and now runs his own family office . From sailing through literal storms to navigating business chaos, Josh shares powerful lessons on building scalable businesses, executing bolt-on acquisitions, and knowing when it’s time to exit. Josh reveals how he used creative deal structures and distressed acquisitions to fast-track growth — without outside capital. He and his wife turned a struggling startup into one of Canada’s fastest-growing logistics companies, leveraging systems, leadership development, and proprietary tech to dominate their niche. After their exit, Josh shifted focus to advising companies, investing via his family office, and helping other founders build businesses designed for legacy. If you're thinking about scaling fast, buying other businesses, or setting yourself up for a life-changing exit — this one’s packed with value. In this episode, you’ll discover: • How to grow fast using bolt-on acquisitions (even with limited capital) • Why systems, people, and tech are more valuable than product or profit • What most founders get wrong about exiting to private equity Key Timestamps: 00:00 – Intro & backstory: early life, sailing with grandfather, inspiration to build 02:45 – From startup to exit: building & selling to a PE-backed logistics firm 06:50 – Growth through acquisition: distressed deals & customer databases 12:30 – Sales, tech & leadership systems that made them an acquisition target 20:10 – Emotional reasons to exit: marriage, burnout, and becoming a father 24:50 – What to look for in acquisitions now: systems, team, owner dependency 31:00 – Josh’s best advice to his younger self & founders building for legacy Connect with Jeff Barnes: Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ Connect with Josh Davis: Website: https://jldavisenterprises.com/ LinkedIn: https://www.linkedin.com/in/scaling-with-josh-davis/ #PrivateEquityExit#BusinessAcquisition#ScaleYourBusiness#BoltOnAcquisitions#ExitStrategy#FamilyOfficeInvesting#BusinessGrowthHacks#BuildToSell#SystemsAndProcesses#LeadershipTeams#DistressedDeals#SalesCulture#FounderBurnout#GrowthMindset#EntrepreneurAdvice Learn more about your ad choices. Visit megaphone.fm/adchoices

Most entrepreneurs think they have a business plan... but they're secretly planning to fail. This isn't just a document; it's your definitive roadmap to wealth and freedom. In this powerful episode, Jeff cuts through the noise, exposing the real secrets to scaling a profitable venture. He details how top companies achieve massive wins by mastering the business plan, drawing from his Navy leadership, driving innovation for Fortune 500s, and generating over $1 Billion in capital for clients.  His mission: to empower individuals to build lasting legacies, achieve personal autonomy, and live on their terms. Stop shooting from the hip and discover the ultimate startup strategy for business growth and entrepreneurial success. • The 150-Page Blueprint (Your GPS): Stop making founder mistakes. A 40-150 page business plan, meticulously written by you, is your non-negotiable "GPS" for massive business growth. Even Fortune 500 CEOs use this detailed strategy to navigate challenges and drive success. • AI: Your Research & ICP Superpower: Leverage AI tools (ChatGPT, Grok) to supercharge market research and pinpoint your Ideal Client Profile (ICP) in hours. This means identifying customer needs, validating opportunities, and building a robust business plan – but always validate the AI's output yourself. • Master Your Metrics: CAC, CLV & Tracking: Uncover true profitability by mastering Customer Acquisition Cost (CAC) and Customer Lifetime Value (CLV). Track every advertising dollar across channels (TikTok, Google Ads) with robust accounting. This is your foundation for accurate financial projections, strategic execution, and a scalable business model. Timestamps: • 00:00 - The Harsh Truth: Why Your "Business Plan" is Failing You • 05:15 - Why YOU Must Write Your Business Plan (No Excuses!) • 12:30 - AI's Secret Weapon for Ultra-Fast Market Research • 20:00 - The #1 Metric for Sustainable Business Growth: CAC vs. CLV • 28:45 - How to Avoid Investor Questions You Can't Answer (Strategic Planning) Connect with Us:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ Learn more about your ad choices. Visit megaphone.fm/adchoices

99% of entrepreneurs never raise real capital or see a successful exit.  Forget the hype. Building a business that actually scales and exits is harder than ever.  This episode of Angels Exits & Acquisitions debunks the brutal truth about raising money, scaling a business, and creating generational wealth through angel investing. Jeff Barnes breaks down what most podcasts and “gurus” won’t tell you: that competition is fierce, most startups fail at raising capital, and real wealth only comes when you design your business with the exit in mind. Jeff shares raw stories of losing millions, navigating bad partnerships, and protecting himself from predators — alongside the playbook that helped him turn failures into generational wealth strategies. If you’re a founder raising money, an investor hunting off-market opportunities, or someone serious about protecting and growing wealth, this conversation will change the way you see entrepreneurship and angel investing forever. 🚀 What You’ll Learn in This Episode Why most founders FAIL at raising capital (and how to be the 1% who don’t). How to structure your company with the end-game exit strategy in mind. The insider truths about angel investing, wealth protection, and building a legacy. ⏱️ Major Timestamps 00:13 – Why the podcast format is changing & what to expect going forward 02:38 – The brutal truth about competition and why products aren’t enough 04:54 – What makes a “real business” vs. just being self-employed 09:38 – Jeff’s biggest failures and lessons learned in raising capital 12:01 – Generational wealth planning: creating legacies beyond your lifetime Expect wins and failures shared openly — no sugarcoating. Content remains SEC/FNRA/IRS compliant and focused on practical value. 🔗 Connect with Jeff Barnes 🌐 Website: https://www.jeffbarnes.ceo/ 💼 LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ 🌐 Our private investment group: MastermindInvestmentClub.com #BusinessExitStrategy #RaisingCapital #AngelInvesting #GenerationalWealth #StartupGrowth #Entrepreneurship #InvestorTips #WealthBuilding #StartupFunding #ExitPlanning #AngelInvestors #BusinessGrowth #FoundersJourney #FinancialFreedom #BusinessStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices

He changed Wall Street with a pen—and gave Main Street a seat at the table. Meet the man who wrote the law that unlocked billions for everyday investors… and the data he's using to spot the next unicorns before anyone else. Dive into the crowdfunding revolution! In this captivating episode of Angels, Exits, and Acquisitions, we have Woodie Neiss, a true pioneer who literally wrote the book (and the law!) on investment crowdfunding. Discover how his journey from Wall Street to Silicon Valley led him to champion the landmark JOBS Act, forever transforming how companies raise capital and how everyday investors access high-growth opportunities. Key Points from the Interview: • Pioneering the JOBS Act: Woodie Neiss shares his incredible story of co-authoring the "Crowdfunding Exemption Framework" that became Title III of the U.S. JOBS Act, which legalized equity and lending-based crowdfunding. This legislation transformed early-stage finance, enabling over 8,300 companies to raise more than $3 billion to date through 10,000 rounds of financing. • The Evolution of Startup Investment: The discussion highlights how investment crowdfunding has created a new industry, changing how companies get funded beyond the traditional "friends, family, and fools" rounds and angel/VC investment. Notably, the profile of companies raising money online has shifted from predominantly pre-revenue startups to post-revenue established companies with average revenues of at least $1 million. • Data-Driven Investment Insights: Woodie introduces Crowdfund Capital Advisors (CCA) and their CCLEAR Regulation Crowdfunding Database, which aggregates 150 data points from over 400 active offerings daily . CCA uses AI and machine learning to analyze investor sentiment (number and amount of checks, average check size) and company valuations, providing crucial signals for identifying promising startup investment opportunities and informing strategic decisions for both investors and issuers. Timestamps: • 00:32 - Woodie Neiss's journey from Wall Street to PeopleSoft and Flavor RX. • 02:54 - The genesis of the JOBS Act and the vision for investment crowdfunding. • 05:28 - Pioneering Title III of the JOBS Act (Reg CF) and its profound impact. • 19:00 - How Crowdfund Capital Advisors (CCA) collects and analyzes vast amounts of crowdfunding data to identify investment signals. • 25:44 - Insights into the changing landscape of companies seeking online capital and the potential for future "unicorns" in this space. Connect with us: • Connect with Woodie Neiss:     ◦ Learn more and get his book, "Investomers": https://investomersbook.com/     ◦ Crowdfund Capital Advisors: https://crowdfundcapitaladvisors.com/  • Connect with Jeff Barnes:     ◦ Website: https://www.jeffbarnes.ceo/     ◦ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #Crowdfunding #JOBSAct #StartupFunding #Investment #AngelInvestors #VentureCapital #EarlyStageFinance #Fintech #DataAnalytics #AIInvesting #Entrepreneurship #SmallBusiness #CapitalRaising #Innovation #WealthBuilding Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered how to turn your medical expertise into a thriving business, or even own a clinic without being a physician? Join us in this must-watch episode of Angels Exits and Acquisitions as industry veteran Jessica Jones, who built and sold multiple successful medical practices, reveals her invaluable insights on healthcare entrepreneurship and medical practice ownership. Jessica, an entrepreneur with a unique background in marketing and pharmaceutical studies, shares her journey from helping doctors grow their practices to owning and selling 15 clinics herself. She provides expert guidance on navigating the complexities of the medical industry, whether you're a new physician, an experienced practitioner seeking autonomy, or a business owner looking to enter the healthcare space. In this episode, you will learn: • Non-Physician Practice Ownership is Possible: Jessica clarifies how entrepreneurs can own medical clinics by partnering with a medical director, debunking the common misconception that ownership is exclusive to physicians. She emphasizes the importance of understanding your state's Corporate Practice of Medicine (CPOM) and Full Practice Authority (FPA) regulations. • Strategic Business Design for Freedom & Exit: Discover why it's crucial to design your medical practice so it doesn't solely rely on you, ensuring flexibility and setting the stage for a profitable sale with a well-thought-out exit strategy. Avoid common pitfalls like naming your clinic after yourself, which can hinder future sales and rebranding efforts. • Avoiding Costly Pitfalls in Practice Growth: Learn about critical mistakes often made in practice management, from relying on single revenue streams or inconsistent marketing companies to neglecting patient engagement. Jessica also discusses funding options, from SBA loans to leveraging personal investments, and warns about the significant challenges of partnerships. Major Timestamps: • 00:27 - Jessica Jones's Unconventional Path to Medical Business Ownership • 01:43 - Non-Physicians Owning Medical Practices: Is It Possible? • 10:49 - From Practitioner to Business Owner: Essential Entrepreneurial Advice • 16:36 - Avoid These Critical Mistakes When Building & Selling Your Practice • 25:57 - The Hard Truth About Medical Practice Partnerships If you're looking to achieve physician autonomy, scale your healthcare business, or understand the nuances of selling a medical practice, this episode is packed with actionable insights! Connect with Jessica Jones: • Website: buildyourcashmedicalpractice.com • LinkedIn: https://www.linkedin.com/in/jessicajonesbuildyourcashpractice/ Connect with Jeff Barnes: • Website: https://www.jeffbarnes.ceo/ • LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #MedicalPractice #HealthcareBusiness #PracticeOwnership #HealthcareEntrepreneurship #PhysicianAutonomy #SellYourPractice #MedicalClinic #BusinessStrategy #PracticeManagement #EntrepreneurialJourney #LocumTenens #CashMedicalPractice #BusinessGrowth #ExitStrategy #JessicaJonesConsulting Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered what it truly takes to build a thriving business and achieve a successful exit? In this captivating episode of Angels Exits and Acquisitions, host Jeff Barnes sits down with David Miller, a renowned CEO Coach, serial entrepreneur, and "Growth Alchemist," to uncover the secrets behind scaling companies and making strategic exits. David shares his unique "Method and Magic" approach, blending battle-tested frameworks with the often-overlooked human elements of business growth. In this insightful conversation, David, a "southern boy from Knoxville, Tennessee," delves into his journey from an analyst who influenced Warren Buffett to acquire a company, to founding and exiting multiple 8-figure businesses, including a financial services firm and a cannabis company. He explains how his entrepreneurial spirit, initially clashing with corporate management at American Express, led him to build his own successful ventures and later dedicate himself to helping other elite founder-operators. David emphasizes that business success is not just about numbers; it's about an "invisible magic" that transforms good companies into great ones, rooted in trust, energy, and leadership presence. Key Points from the Interview: • The "Method & Magic" of Growth: David's unique methodology combines proven scaling strategies and operational excellence with crucial human elements like trust, energy, and authentic leadership presence, which he calls the "alchemy of scale". He believes that "growth without soul is just numbers on a page". • The Power of Delegation & People: A critical insight for successful scaling and exiting businesses is the ability to delegate effectively and trust your team. David highlights that most challenges are "people problems" and stresses the importance of finding the "right person on the right bus, in the right seat" and letting them work their magic, even detailing the transformative role of a Chief of Staff in his own journey. • Emotional Detachment for a Successful Exit: David shares his personal experience of exiting businesses by learning to "intellectualize the emotions" and objectively view the company from a business perspective, emphasizing that this detachment is vital for making sound decisions. Major Timestamps: • 00:32: David Miller's entrepreneurial journey and background, from Knoxville to corporate America at American Express, and his leap into founding his own firms. • 01:33: Deep dive into scaling and successfully exiting businesses, including his financial services firm (PeachCap) and a vertically integrated cannabis company (Flow Gardens). • 05:13: Unpacking the secret to successful exits: the critical need to separate emotions from business decisions and the power of effective delegation. • 11:25: The pivotal role of key hires, exemplified by David's Chief of Staff, and how such roles enable visionary CEOs to operate at a high strategic level. • 24:53: The fascinating story of how David, as a young analyst, contributed to Warren Buffett's acquisition of Clayton Homes, and his ultimate advice for aspiring entrepreneurs. Connect with David Miller:  Website: alchemyofscale.com  Instagram: @davidmiller.buzz Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #Hashtags: #BusinessGrowth #ScalingUp #Entrepreneurship #CEO #ExitStrategy #Leadership #DavidMiller #JeffBarnes #AngelsExitsAcquisitions #BusinessCoach #WarrenBuffett #FinancialServices #CannabisIndustry #Delegation #BusinessStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices

What if everything you’ve been told about wealth is backwards? Russ Morgan escaped the Wall Street trap and built over $50K a month in passive income—without stocks, without a 401(k), and without playing by the system’s rules. In this episode, he reveals the blueprint that the financial industry doesn’t want you to see—and how knowing your ‘Investor DNA’ could be the key to your freedom. Tired of the traditional financial treadmill? Discover how Russ Morgan, founder of Wealth Without Wall Street, escaped the Wall Street grind and built over $50,000 a month in passive income in less than two years!  Join us as Russ shares his journey from a Certified Financial Planner to a master of passive income, detailing how he helps people become better investors and truly understand their "Investor DNA". Learn why he believes the traditional Wall Street model is designed to separate you from your money, not to create wealth for you. Key Points from This Episode: Redefining Financial Freedom: Russ and his company define financial freedom as when your passive income exceeds your monthly expenses, allowing you to live without working. He emphasizes that traditional investment avenues like 401ks or IRAs, while tax-reducing, can postpone your ability to reach this goal by locking away your money. The Power of Investor DNA: Discover why understanding your unique "Investor DNA" is crucial for successful investing. Russ explains how aligning your investment choices with your personality, like his "Influencer Driver" profile that enjoys operational oversight without day-to-day tasks, can significantly accelerate growth and enjoyment, leading to substantial passive income. Infinite Banking as a Game Changer: Russ reveals how the concept of "Infinite Banking" introduced to him by mentor Nelson Nash, was instrumental in his own financial transformation. He highlights how this strategy, involving cash value life insurance, provides access to capital for investments, showcasing how all his assets were acquired by borrowing against life insurance cash values. Timestamps: 00:27 - 02:00: Russ Morgan's background, founding Wealth Without Wall Street, and his mission to achieve financial freedom. 03:44 - 07:10: How Russ shifted to creating passive income from $2,500 to over $50K/month in less than two years and why traditional work wasn't fulfilling. 07:19 - 11:00: Deep dive into "Investor DNA" – what it is, how it differs from traditional risk assessments, and how it helps narrow down investment opportunities. 21:23 - 26:20: The profound impact of Infinite Banking on Russ's life and how it helped him access capital for his investments, overcoming the "biggest obstacle to financial freedom". 26:56 - 31:30: The "Passive Income Operating System" and the step-by-step framework to becoming an expert investor, including the "Iceberg Question" for due diligence. Connect with Russ Morgan and Wealth Without Wall Street: Website: WealthWallatWallstreet.com Community (Free): WealthWallatWallstreet.com/angelinvestors Connect with Jeff Barnes: Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #PassiveIncome #FinancialFreedom #InvestorDNA #WealthWithoutWallStreet #InfiniteBanking #Entrepreneurship #RealEstateInvesting #FinancialPlanning #MoneyMindset #WealthBuilding #FinancialEducation #InvestmentStrategies #BusinessOwner #Cashflow #FinancialIndependence Learn more about your ad choices. Visit megaphone.fm/adchoices

80-85% of business owners regret selling their company within a year – don't let that be you! Discover the strategic secrets to exiting your business on your terms and achieving true financial freedom. In this insightful episode, Jeff Barnes sits down with Joe Lopresti, a seasoned wealth management expert with over 40 years of experience. They dive deep into the intricacies of strategic wealth planning and business exit strategies for business owners, highlighting common pitfalls and how to avoid them. Joe shares valuable insights into the fractional family office concept, a tailored solution designed to provide coordinated advice and overcome the challenges many business owners face when transitioning out of their businesses.  The conversation emphasizes the critical importance of creating a lifetime cash flow plan to ensure financial freedom post-exit and how to maximize your business valuation by understanding buyer perspectives and reducing owner dependency. Learn how to navigate your personal and business planning with a unified approach, ensuring your legacy and financial security. Key Points from the Interview: Coordinated Advice is Crucial: Many business owners struggle with disjointed advice from various advisors; a fractional family office provides a unified approach to personal and business planning, integrating all aspects of wealth management and business planning. Maximize Business Valuation: To secure a successful business exit, it's essential to understand how buyers value a business. This involves focusing on reducing owner dependency, developing a strong competitive advantage, and establishing predictable recurring revenue streams to enhance business value. Plan for Life After Business: Creating a lifetime cash flow plan is fundamental for achieving financial freedom and purpose beyond the business. This strategic planning helps to mitigate tax mitigation liabilities during and after a liquidity event, ensuring a smooth personal transition and legacy preservation. Major Timestamps: 00:00 Introduction to Wealth Management and Business Planning 02:20 The Importance of Coordinated Advice for Business Owners 07:04 Understanding the Fractional Family Office Concept 11:47 Navigating Life After Business Ownership 17:07 Enhancing Business Valuation for a Successful Exit Connect with Joe Lopresti:  Book: exitbydesignbook.com (Download a free ebook version)  Wealth Management: Arlington-Wealth.com Linkedin: https://www.linkedin.com/in/joeloprestiria/ Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #WealthManagement #BusinessExitStrategy #FinancialFreedom #BusinessOwners #FractionalFamilyOffice #BusinessValuation #StrategicPlanning #TaxMitigation #AssetProtection #SuccessionPlanning #Entrepreneurship #BusinessGrowth #LifetimeCashFlow #SellYourBusiness #ExitByDesign Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Angels Exits and Acquisitions! We are joined by David Flores Wilson, Managing Partner at Sincerus Advisory. Named an Investopedia Top 100 Financial Advisor (2019 & 2020), David is a top financial strategist for entrepreneurs, tech professionals, and business owners. He helps clients build and protect their wealth, optimize business exits, and achieve financial freedom. Drawing on his unique background, including representing Guam in the 1996 Atlanta Olympic Games and an early career in investment banking, David brings a perspective focused on continuous improvement and strategic financial planning. Key Points: Traditional Financial Planning often overlooks the business as the entrepreneur's primary asset, potentially missing opportunities to reinvest where returns are highest. Exit Planning is a valuable process years before a potential sale, helping owners increase business value, reduce reliance on the owner, and prepare for various exit options. Effective Tax Strategies for high-income business owners and during exits involve proactive, multi-year planning considering entity types, deferral, credits, and pre/during/post-transaction techniques. Timestamps: (00:01) Introduction with Jeff Barnes and David Flores Wilson (00:28) David's Background and Shift from Investment Banking to Financial Planning (04:39) The Mindset of Continuous Improvement & Entrepreneurship (16:50) Why Traditional Financial Planning Fails Entrepreneurs and the Business Asset (27:28) Tax Strategies for High-Income Business Owners and Exits Connect with David Flores Wilson: Website: SincerusAdv.com LinkedIn: in/David-FLores-Wilson-CFP  Connect with Jeff Barnes: Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #ExitPlanning #FinancialPlanning #Entrepreneurship #BusinessOwner #WealthBuilding #TaxStrategies #FamilyBusiness #SincerusAdvisory #FinancialAdvisor #TechPros #StrategicPhilanthropy #EquityCompensation #SuccessionPlanning #HighIncome #FinancialFreedom Learn more about your ad choices. Visit megaphone.fm/adchoices

Explore the realm of Value Investing alongside Zack Oliva, a specialist featured on Angels Exits and Acquisitions. Zack, founder of Oliva Partners Management and co-founder of an oil & gas law firm recognized by Inc. Magazine, shares insights gleaned from studying legendary investors like Warren Buffett, Benjamin Graham, and Walter Schloss.  Discover his unique approach to finding undervalued opportunities in the stock market, the importance of temperament and simplicity in investing, and how lessons from his entrepreneurial journey shape his investment philosophy. In this episode, you'll learn: What Value Investing truly means – buying assets for less than their intrinsic value and the crucial concept of a margin of safety. Practical methods for identifying undervalued companies, including using resources like Value Line and focusing on or avoiding specific industries based on expertise. Why temperament, patience, and learning from mistakes are as vital as any financial metric, drawing lessons from the simple yet powerful strategies of investing greats. Key Timestamps: 0:00:00 - Introduction & Zack's background / Early Buffett influence 0:09:55 - Buffett's Early Partnerships & Net Net Investing 0:19:10 - Buffett's Partnership Fee Structure (and Zack's) 0:25:09 - The Art of Investing: Schloss & Meacham 0:42:00 - Finding "One-Foot Hurdles" (Investment Examples) Suppose you’re interested in financial education, wealth building, capital allocation, and understanding different investment strategies for high-net-worth individuals. In that case, this episode offers valuable perspectives on portfolio management and the art of due diligence. Connect with Zack Oliva:  Website: https://olivapartners.com  LinkedIn: https://www.linkedin.com/in/zachary-oliva/ Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #ValueInvesting #WarrenBuffett #BenjaminGraham #WalterSchloss #NetNetInvesting #UndervaluedStocks #InvestmentStrategy #StockMarket #FinancialEducation #WealthBuilding #CapitalAllocation #PortfolioManagement #Entrepreneurship #DueDiligence #InvestingPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another insightful episode of Angels, Exits, and Acquisitions! Join us again, as he sits down with Dan Nicholson, CEO of Nth Degree CPAs, best-selling author of "Rigging the Game" and "The Solvable Problem™," and a four-time CPA Practice Advisor’s 40 Under 40 global accountant. In this powerful interview, Dan shares actionable insights to help entrepreneurs achieve financial certainty by understanding their business, setting the right financial frameworks, and focusing on what truly drives growth.  Discover how to move beyond simply trying to keep the lights on and start building real enterprise value for a successful exit strategy. Key Points Discussed: Understanding Entrepreneurial Personas: Dan breaks down the five different entrepreneurial personas – hustler, gambler, optimizer, saver, and outsourcer – highlighting how understanding your own persona can be crucial for making better business decisions and building the right team. The Shift from Maximizing to Optimizing: Learn why small business owners need to shift their focus from maximizing (like Fortune 500 companies) to optimizing their resources for sustainable growth and achieving their personal financial goals. Implementing the "Investor Frame": Dan introduces a powerful principle called the "investor frame," which encourages regular reflection on business decisions (bets) to ensure they are delivering the desired return on investment and aligning with your overall strategy. Major Timestamps: (0:01:452): Introduction to Dan Nicholson and the topics to be discussed. (0:26:466): Dan shares his background as an "accidental accountant" and his journey into entrepreneurship. (0:42:294): Dan introduces the five different entrepreneurial personas. (0:47:598): The importance of leading vs. lagging indicators and moving beyond just looking at past financial results. (21:38:074): Dan delves into the concept of financial anxiety and introduces the Solvable Problem™ framework. Learn how to escape common financial traps, implement strategic tax planning, and build a bulletproof business in volatile times with Dan's expert advice. Whether you're a seasoned business owner or just starting your entrepreneurial journey, this interview is packed with valuable insights to help you gain financial freedom and build wealth on your terms. Connect with Dan Nicholson:  Website: NthDegreeCPAs.com  LinkedIn: in/Dan-P-Nicholson Type Assessment: wealthtype.com Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #FinancialCertainty #Entrepreneur #SmallBusiness #BusinessOwner #WealthBuilding #TaxStrategy #FinancialPlanning #BusinessGrowth #ExitStrategy #Leadership #Mindset #Accounting #CPA #CertaintyOperatingSystem #SolvableProblem Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another insightful episode of Angels, Exits and Acquisitions! Join us as we dive deep into the crucial aspects of financial analysis, business valuation, and exit strategies with special guest Jason Kruger, Partner at Citrin Cooperman and founder of Signature Analytics. With over 20 years of experience, Jason shares his expertise on transforming businesses through data-driven financial strategies and operational optimization. Whether you're a business owner looking to maximize your enterprise value or an investor seeking to understand the financial intricacies of deals, this episode is packed with actionable insights. Key Points Discussed: Building a Business with Exit in Mind: Jason emphasizes the importance of always positioning your business to maximize enterprise value, ensuring you're prepared for potential acquisition opportunities [00:05:32]. The Critical Role of Financial KPIs: Understand the key financial metrics, such as gross margin, and why having timely and accurate financial information is crucial for attracting buyers and securing a higher valuation [00:15:40, 00:45:02]. Delegating Financial Controls as You Scale: Learn practical advice on when and how to delegate financial responsibilities within your growing business to prevent risks and ensure smooth operations [00:30:34]. Major Interview Timestamps: Jason's Background and the Genesis of Signature Analytics: [00:01:43] The Acquisition of Signature Analytics by Citrin Cooperman: [00:03:37] Navigating the Acquisition Process and Due Diligence: [00:05:15] Defining and Maximizing Enterprise Value: [00:11:34] The Importance of Financial Leadership and Controls: [00:32:29] Learn from a seasoned expert on how to build a financially sound business, understand its true value, and strategically plan for a successful exit. Don't miss Jason's invaluable advice on financial strategy, business valuation, mergers and acquisitions, and more! Connect with Jason Kruger:  JKruger@CitrinCooperman.com  CitrinCooperman.com in/Jason-Kruger Connect with Jeff Barnes:   Website: https://www.jeffbarnes.ceo/  Linkedin: https://www.linkedin.com/in/jeffpbarnes/ #businessexit #manda #mergersandacquisitions #entrepreneurship #businessowner #financialstrategy #businessgrowth #accounting #financialadvice #businessvaluation #exitstrategy #financialkpis #cashflowmanagement #scalingbusiness #citrincooperman Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Angels, Exits and Acquisitions! In this insightful episode with our guest, Daniel Nikic, a global investment research expert and founder of Coherent Research (COHRES). With over a decade of experience and having analyzed over 15,000 companies, Daniel shares his invaluable perspectives on investment analysis, how companies can effectively raise capital, and navigating the complexities of global markets. Key Points Discussed: Understanding the Investor's Perspective: Daniel emphasizes the importance for companies to understand why an investor should choose them, highlighting the need for a strong market understanding, a solution to a significant problem, and financial literacy. The Art and Science of Investment Analysis: Daniel discusses the blend of quantitative analysis with qualitative aspects like the team's passion, perseverance, and coachability when evaluating a company. He stresses the significance of the story behind the idea and the founder's motivation. Navigating Global Investment Nuances: Daniel sheds light on the social, cultural, and legal differences to be aware of when raising capital or investing across borders, including variations in communication styles, legal systems (civil law vs. common law), and regulatory landscapes like GDPR. Major Timestamps: 00:01:464: Introduction to Daniel Nikic and his background. 00:31:374: Daniel shares his background in market research, financial analysis, and his entrepreneurial journey with KORUS/Coherent Research. 02:45:974: Discussion on how companies can prepare to raise capital and the key factors in investment analysis. 08:58:446: Exploring the importance of a unique investment proposition and the story behind a business idea. 14:19:442: Insights into the differences and nuances of raising capital and investing in global markets (Europe, Middle East). Learn from a seasoned expert on how to approach startup investing, conduct thorough due diligence, and gain crucial VC insights to make informed decisions. Whether you're an entrepreneur looking to secure funding or an individual interested in private market investments, this episode is packed with actionable advice. Connect with Daniel Nikic: LinkedIn:https://www.linkedin.com/in/Daniel-Nikic/  Website: https://www.danielnikic.com/ Connect with Jeff Barnes: Website: https://www.jeffbarnes.ceo/ Linkedin : https://www.linkedin.com/in/jeffpbarnes/ #investmentanalysis #raisingcapital #venturecapital #startups #entrepreneurship #globalmarkets #duediligence #financialanalysis #investmentstrategies #businessgrowth #marketresearch #vcinvesting #europe #middleeast #danielnikic Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Angels Exits and Acquisitions! In this insightful episode, we’ve interviewed Adam Koos, President, Portfolio Manager, and Sr. Financial Advisor at Libertas Wealth Management Group, about the crucial aspects of wealth management and business exit planning for entrepreneurs and CEOs. Adam shares his expertise on how business owners can transition their companies for maximum value and prepare for a fulfilling life after their business. In this episode, you'll discover: The shocking statistics surrounding business sales and dissolutions, and why early exit planning is essential to avoid becoming part of these numbers. The common challenges business owners face in delegating tasks and working on their business rather than in it, and why building a business that can run without the owner is key. The critical importance of planning for "life after business", beyond just the financial aspects, to ensure a happy and purposeful retirement. Key Timestamps: 00:01:27: Introduction to Adam Koos and his background in wealth management and business advising. 00:03:48: Adam discusses the eye-opening statistics about business owners and the need for exit planning. 00:28:21: Conversation on actionable advice for business owners to start implementing for a successful transition. 00:51:15: Insightful discussion on the importance of planning for life after selling the business and avoiding regret. 03:34:17: Adam shares one piece of advice he would give his younger self. Learn how to proactively approach your business transition, enhance your company's value, and secure your financial future with guidance from a seasoned expert. Don't wait until retirement is around the corner; start planning your successful exit today! Connect with Adam Koos:  Libertas Wealth Management Group Website: https://www.libertaswealth.com/ Elevate and Exit: https://elevateandexit.com/  Connect with Jeff Barnes:  Website:  https://www.jeffbarnes.ceo  Linkedin : https://www.linkedin.com/in/jeffpbarnes/  #BusinessExitPlanning #SuccessionPlanning #WealthManagement #FinancialPlanning #Entrepreneurship #CEO #BusinessOwners #RetirementPlanning #BusinessStrategy #ValueCreation #LibertasWealthManagement #ElevateAndExit #JeffBarnes #AngelsExitsAndAcquisitions #Podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another insightful episode of Angels Exit and Acquisitions with Jeff Barnes! In this episode, we sit down with Ruben Izgelov, Co-Founder and Managing Partner of States Capital and We Lend, a national private lending platform. Ruben shares his incredible journey from immigrating to the U.S. with limited resources to becoming a leading expert in real estate investing, having financed over $600 million in assets. Discover the pivotal moments that shaped his career, the lessons learned from the financial crisis of 2008, and why he transitioned from equity to debt in the real estate market. Key Points Discussed: Overcoming Adversity: Ruben recounts his early struggles as an immigrant, dropping out of high school, and facing the harsh realities of the 2008 market crash, highlighting the importance of resilience and the realization of the value of education. The Power of Education and Strategic Shifts: Learn why Ruben decided to go to law school despite already finding success in real estate, and how this legal background shaped his perspective on risk management, leading to the strategic decision to move into private lending. Democratizing Access to Lending: Ruben discusses the mission behind We Lend, emphasizing their commitment to providing opportunities for real estate investors and fostering long-term relationships with both borrowers and investors. Major Timestamps: 0:00: Introduction to Ruben Izgelov and his background. 3:07: Ruben introduces We Lend and their focus on lending to real estate operators and investors nationwide. 6:28: The decision-making process behind going to law school while already active in the real estate market. 16:21: The pivotal moment of attending a private lender conference and the shift from real estate equity to private lending (debt). 26:12: Ruben discusses the mission of We Lend and their approach to democratizing access to private lending opportunities. If you're interested in real estate investing, understanding the dynamics of private lending, or learning from an inspiring entrepreneurial journey that navigated the financial crisis, this episode is a must-listen! Connect with Ruben: Phone: 917-815-1222 (direct cell phone) Website : https://www.welendllc.com/  Connect with Jeff Barnes: https://www.linkedin.com/in/jeffpbarnes/ Don't forget to like, subscribe, and share this episode for more valuable insights into the world of exits, acquisitions, and real estate!  #RealEstateInvesting #PrivateLending #Entrepreneurship #NewYorkCity #DebtFund #PassiveIncome #FinancialCrisis Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another insightful episode of Angels Exits and Acquisitions! Today, we sit down with Chris Vermeulen, founder of Technical Traders, to explore his journey in finance and his unique approach to generating long-term wealth through the markets. Chris shares his fascinating story, from a high school stock market challenge that sparked his interest to the pivotal moments that shaped his current technical analysis-focused trading strategy. Discover how he evolved from actively trading various instruments to a more passive approach centered around ETF investing in major asset classes like stocks, bonds, and currencies. Key Points: Chris's early exposure to the potential of the stock market through a high school challenge and later being inspired by futures trading concepts. The significant turning points in his career, including substantial losses during the tech bubble, which led him to abandon fundamental analysis in favor of a rules-based technical approach focused on price action. His current strategy of identifying and riding major market trends ("waves") using ETFs, aiming for consistent "first and second base hits" rather than high-risk "home runs". Timestamps: 0:28: Chris shares how he got started in finance and his early fascination with trading. 4:05: He discusses experiencing significant losses and the crucial realization of needing rules and risk management. 6:08: Chris recounts a personal experience with his father's financial distress and how it deeply impacted his approach to risk. 11:47: He explains his shift from fundamental to technical analysis after seeing strong companies' stock prices plummet. 16:57: Chris details his current ETF trading strategy, focusing on market trends and managing risk. Learn about the differences between value and technical investing, the dangers of leverage in futures trading, and Chris's philosophy of simplifying trading by focusing on major market trends and a limited number of trades per year. This episode is packed with valuable insights for anyone interested in the stock market, wealth generation, and implementing a disciplined risk management approach to their investments. Whether you're a beginner investor or have years of experience, Chris's journey and strategies offer a unique perspective on navigating the financial markets. Connect with Chris Vermeulen:  https://www.youtube.com/@TheTechnicalTraders https://thetechnicaltraders.com/   Connect with Jeff Barnes:  https://www.linkedin.com/in/jeffpbarnes/ https://www.jeffbarnes.ceo/ #StockMarket #Trading #Investing #TechnicalAnalysis #ETF #Wealth #Finance #RiskManagement #PassiveIncome #MarketAnalysis #FinancialFreedom #InvestmentStrategy #ChrisVermeulen #TheTechnicalTraders #AngelsExitsAndAcquisitions Learn more about your ad choices. Visit megaphone.fm/adchoices