In this episode of Dealmaker Diaries, we sit down with Marty Fahncke, a seasoned M&A advisor and business growth expert, to unpack the real-life journey behind the sale of a successful “Boomer-owned” business. Marty shares insights from decades of experience helping entrepreneurs navigate the complex process of preparing, marketing, and ultimately selling their companies for maximum value.
We explore the challenges and opportunities unique to Baby Boomer business owners — from succession planning and understanding valuation, to negotiating with buyers and managing the emotional side of letting go. Marty also reveals behind-the-scenes stories from his own deals, giving listeners a front-row seat to the strategic decisions, mistakes to avoid, and lessons learned along the way.
Whether you’re a business owner thinking about an exit, an investor looking for acquisition opportunities, or simply curious about how multi-million-dollar deals get done, this episode delivers practical wisdom and fascinating stories you won’t want to miss.
Welcome back to another episode of The Dealmaker Diaries, where we sit down with entrepreneurs, investors, and acquisition pros who are out there making big moves and building lasting legacies—one deal at a time.
Today, we’re diving into one of the most resilient and misunderstood asset classes in commercial real estate: self storage. And there’s no better person to guide us through it than Joseph Downs—a seasoned operator, investor, and dealmaker who has carved out a strong niche in this space.
Joseph brings a boots-on-the-ground perspective to the business of self storage. He’s not just chasing cap rates—he’s optimizing operations, executing strategic value-add plays, and building systems that allow him to scale smartly. With a portfolio that spans multiple markets and a reputation for savvy acquisitions and disciplined management, Joseph knows what it takes to turn underperforming storage assets into profitable, income-generating machines.
Whether you’re just starting out in self storage, thinking about your first acquisition, or already managing a portfolio and looking to level up, this episode is packed with insight.
So sit back, take notes, and let’s get into the mind of a true storage strategist. Joseph Downs, welcome to The Dealmaker Diaries.
In this episode of Dealmaker Diaries, we sit down with visionary investor Chris Vermeulen, the mastermind behind the game-changing method known as “Asset Revesting.” Chris unveils how this revolutionary approach allows investors to exclusively hold assets rising in value, profit during bear markets, and continue building wealth in retirement—as detailed in his latest book.
From starting his financial journey at just 16 to achieving financial freedom in his 20s, Chris has honed a systematic, technical approach to risk management and asset allocation. He challenges the traditional buy-and-hold strategy, advocating for efficient portfolio positioning with low drawdowns and consistent outperformance.
Join us as we dive deep into his investing philosophy, how to protect and grow capital in any market condition, and the mindset required to navigate today’s volatile financial landscape. If you’re looking for proven strategies to maximize your investments, this episode is a must-watch! 🚀💰
Welcome back to another episode of Dealmaker Diaries! Today, we have an absolute legend in the world of real estate development—someone with over 57 years of industry experience who has shaped skylines and transformed communities.
Joining us is Luis A. Belmonte, a principal at Seven Hills Properties, where he has played a pivotal role in retail, multifamily, and industrial developments across California, Oregon, and Nevada. But that’s just scratching the surface.
Luis was also a founding partner and Executive VP at AMB Property Corporation—now the global giant Prologis—where he spearheaded major projects worldwide. Beyond real estate, he’s a U.S. Navy veteran, an insightful author, and a wealth of knowledge when it comes to navigating the ups and downs of the market.
Today, we’ll dive into his decades of experience, lessons learned, and the strategies that have made him a powerhouse in the industry. So buckle up—this i
In this episode of Dealmaker Diaries, we welcome Tyler Mount, a visionary investor and entrepreneur known for his innovative approach to wealth-building. Tyler dives into the strategies that have fueled his success, from identifying high-potential opportunities to navigating challenges in competitive markets. Discover how he leverages creativity, resilience, and data-driven decision-making to achieve outstanding results. Whether you're an aspiring entrepreneur or a seasoned dealmaker, this conversation is packed with actionable insights and inspiration to elevate your investment game. Don't miss it!
Join us on this episode of Dealmaker Diaries as we sit down with Kristi Jenkins, a seasoned luxury real estate broker with nearly two decades of experience. Kristi shares her insights into building lasting client relationships, negotiating high-stakes contracts, and crafting exceptional living spaces. Discover how she leverages her deep knowledge of the Sammamish and Issaquah markets to deliver unparalleled results and why her clients keep coming back. Tune in for expert advice, stories of success, and a behind-the-scenes look at what it takes to thrive in the competitive world of luxury real estate.
Join Phillip Hogan, founder and CEO of Signing Services of America, as he shares his journey from Navy veteran to entrepreneur disrupting the notary signing industry. With 65,000 CFPB-compliant agents and a top spot on the Inc. Regionals Southeast list, Phillip's innovative leadership is transforming client experiences. Discover his passion for empowering notaries, his advocacy for transitional housing, and his resilience as a cancer survivor. A story of creativity, growth, and legacy, live from Atlanta, Georgia.
Paul Dupuis, CEO of Take-5 Global K.K., is a dynamic leader with over 25 years of experience driving business growth and transformation across Asia. Former CEO & Chairman of Randstad Japan and MD of Randstad India, Paul is renowned for leading turnarounds, achieving record profitability, and fostering innovation in Japan and India. A recognized thought leader, author, and MBA faculty member at GLOBIS University, he is also deeply engaged in philanthropy and sports, including coaching ice hockey in the Himalayas. Bilingual in English and Japanese, Paul exemplifies excellence in leadership and cross-cultural business strategy.
In this episode of Dealmaker Diaries, we sit down with Trever Acers, Managing Director of Objective, Investment Banking & Valuation. Trever shares his extensive experience in mergers and acquisitions, offering insights into current M&A trends and common pitfalls business owners face when approached by buyers. He emphasizes the importance of both quantitative and qualitative factors in exit strategies, highlighting how personal objectives and clear expectations can significantly impact the success of a business sale. Whether you're considering selling your business or looking to understand the intricacies of business valuation, this conversation provides valuable guidance on maximizing value and achieving successful outcomes.
In this episode, we sit down with Joseph Woodbury, the visionary co-founder and CEO of Neighbor, a pioneering platform that's transforming the way we think about storage and the sharing economy. Under Joseph's leadership, Neighbor has been dubbed the 'Airbnb of Storage,' connecting individuals with extra space to those in need of storage solutions. We'll explore Joseph's entrepreneurial journey, the challenges of disrupting a traditional industry, and his insights into the future of peer-to-peer marketplaces. Join us for an engaging discussion on innovation, leadership, and the evolving landscape of the sharing economy.
In the dynamic realm of the stock market, where fortunes shift in an instant, Anmol Singh emerges as a trailblazing figure with unparalleled expertise. Hailing from Delhi, India, Anmol’s journey began at Brunel University London, where his dorm room transformed into the incubator of a trading empire. Fueled by determination, he immersed himself in market intricacies, dedicating nights to analysis and days to steadfast execution. Anmol’s audacity propelled him to amass a fortune by the age of 22, drawing attention from esteemed publications like Business Insider and Forbes, who sought insight into his prodigious talent, recognizing his uncanny abilities as a trader. Today, as the guiding force at Live Traders, Anmol Singh leads a formidable team, illuminating the path for aspiring traders with precision and wisdom. Anmol’s journey, transcending borders and humble beginnings, symbolizes the triumph of relentless pursuit in navigating the turbulent seas of the stock market. With an unwavering focus on the future, Anmol continues to empower and inspire, leaving an indelible mark on traders worldwide.
In this episode, we sit down with Brian Boyd, a tax attorney, real estate investor, and author of the insightful book "Replace Your Income: A Lawyer’s Guide to Finding, Funding, and Managing Real Estate Investments." Brian is here to share invaluable tips and strategies on leveraging real estate and the tax code to maximize wealth creation.
With his extensive experience, Brian sheds light on often overlooked aspects of taxation, investment, and real estate management that can make a significant difference in your financial journey. From practical advice on saving on taxes to cautionary tales of real estate investing pitfalls, Brian brings a wealth of knowledge to the table. Join us as we explore the secrets to building a successful real estate portfolio while optimizing tax advantages. Get ready to revolutionize your approach to investing and financial planning with insights from one of the industry's foremost experts. Get ready for a deep dive into the world of real estate investing and taxation with Brian Boyd on this episode of the Dealmaker Diaries.
Led by his passion and curiosity for the business world, entrepreneurship came naturally to him. Jose’s entrepreneurial pursuits have spanned numerous industries, with one thing remaining constant: his persistence and level of involvement. With all his pursuits, Jose takes a hands-on approach, getting involved in the day-to-day of all departments at what many may consider an unusual level. This involvement ranged from hiring and training hundreds of people, to personally negotiating a few thousand real estate transactions, both buying and selling.
Jose has achieved multimillionaire status four distinct times, in four separate industries: an import/export company for machinery for the Petrochemical
industry, investments including a chain of Italian coffee bars, a residential construction company, and lastly, land development & construction. Each of these successes was a feat of starting from ground zero and meticulously building his wealth anew. His journey has involved constructing complex business infrastructures, only to lose them to factors beyond his control, such as economic downturns, currency fluctuations, and world financial crises. In between his four multimillion dollar endeavors, there have been countless other businesses, too.
Despite facing monumental setbacks, Jose has consistently risen from the ashes of lost enterprises, reinventing himself, venturing into new industries with renewed vigor and determination, and found even greater success in each new endeavor.
In every facet of his life and endeavors, real estate investor, author and speaker Jose Berlanga is a force of unwavering tenacity. At only four years old, Jose found himself at death’s door following a devastating accident that left his body covered in third degree burns. He spent his childhood growing up in various hospitals, leaving behind both physical and emotional scars that would carry into his adulthood.
Determined not to let his life story be solely defined by tragedies, Jose set out to make a name for himself. Led by his passion and curiosity for the business world, entrepreneurship came naturally to him. Jose’s entrepreneurial pursuits have spanned numerous industries, with one thing remaining constant: his persistence and level of involvement. With all his pursuits, Jose takes a hands-on approach, getting involved in the day-to-day of all departments at what many may consider an unusual level. This involvement ranged from hiring and training hundreds of people, to personally negotiating a few thousand real estate transactions, both buying and selling.
Jose has achieved multimillionaire status four distinct times, in four separate industries: an import/export company for machinery for the Petrochemical industry, investments including a chain of Italian coffee bars, a residential construction company, and lastly, land development & construction.
Each of these successes was a feat of starting from ground zero and meticulously building his wealth anew. His journey has involved constructing complex business infrastructures, only to lose them to factors beyond his control, such as economic downturns, currency fluctuations, and world financial crises. In between his four multimillion dollar endeavors, there have been countless other businesses, too.
Despite facing monumental setbacks, Jose has consistently risen from the ashes of lost enterprises, reinventing himself, venturing into new industries with renewed vigor and determination, and found even greater success in each new endeavor.
Looking to turn your entrepreneurial dreams into
reality? Join us on the Dealmaker Diaries podcast as
we dive deep into the world of franchise ownership
with Bob, a seasoned consultant with over 30 years of
industry expertise!
Bob is here to guide you through every step of the
journey, from evaluating franchise opportunities to
securing financing and navigating the legal landscape.
With his insider knowledge and personalized approach,
you'll gain the confidence and clarity needed to make
informed decisions and achieve your goals.
Discover the latest trends and insights shaping the
franchising landscape, and learn how to leverage Bob's
extensive network and relationships for your success.
Whether you're a corporate professional seeking a new
path or an entrepreneur exploring semi-passive
opportunities, Bob has the strategies and solutions to
help you thrive!
Tune in now to unlock the secrets of franchise
ownership and embark on a transformative journey
towards financial freedom and fulfillment! Don't miss
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Looking to turn your entrepreneurial dreams into
reality? Join us on the Dealmaker Diarues podcast as
we dive deep into the world of franchise ownership
with Bob, a seasoned consultant with over 30 years of
industry expertise!
Step into the world of commercial real estate investing with our latest guest on the Dealmaker Diaries Podcast! Join us as we sit down with Chris Lento], a seasoned investor with a wealth of experience in identifying lucrative opportunities and navigating the ever-changing landscape of the real estate market. From insights on evaluating potential investments to strategies for mitigating risks, this interview is packed with valuable advice for anyone looking to make their mark in the world of real estate. Don't miss out on this exclusive conversation with one of the industry's top experts – hit play now and unlock the secrets to successful investing in commercial real estate!
Welcome to another episode of Dealmaker Diaries, where we delve into the minds of industry experts and seasoned professionals to uncover the strategies and insights driving successful deals. Today, we're honored to have Dr. Mark Stiving with us. With over 25 years of experience, Dr. Stiving has been a guiding force for private equity firms and SMB organizations, unlocking the path to increased profits through strategic pricing, packaging, communication, and value-driven sales. Holding a Ph.D. in pricing from U.C. Berkeley, he is also the author of three influential books: “Impact Pricing - Your Blueprint for Driving Profits,” “Win Keep Grow - How to Price and Package to Accelerate Your Subscription Business,” and “Selling Value - How to Win More Deals at Higher Prices.” Mark’s diverse career spans pricing, marketing, product management, and private equity dynamics, offering a unique perspective for companies of all sizes and stages. His deep knowledge of buyer behavior informs his understanding, empowering businesses across industries to deliver invincible profits. With a wealth of experience, Mark continues to assist organizations in comprehending their value propositions and securing equitable compensation through practical tools and concepts.
Welcome, Dealmaker Diaries community! Today, we're thrilled to have a true force of positive disruption in the real estate realm on our podcast - the one and only Lindsay Sharma, Founder of Lindsay Sharma Property Buyers. Buckle up as we embark on a journey with Lindsay, a seasoned entrepreneur with a heart of gold, specializing in transforming lives through real estate. From rescuing distressed properties to being a beacon of support for homeowners facing financial turbulence, Lindsay's company isn't just about transactions – it's about creating meaningful solutions and building lasting relationships. Get ready to unpack the stories of Patrick and Shirley, homeowners whose lives were transformed by Lindsay Sharma Property Buyers' innovative and compassionate approach. But that's just the beginning! Lindsay's unique blend of business acumen, empathy, and a mission-driven mindset is sure to inspire and captivate. Join us as we delve into Lindsay's real estate strategies, the lessons learned from challenging deals, and the unwavering commitment to making a positive impact in communities. It's a Dealmaker Diaries episode you won't want to miss! #DealmakerDiaries #RealEstateRevolution#LindsaySharmaPropertyBuyers
Dive into the world of business mastery with Marty M. Fahncke on Dealmaker Diaries! With over 30 years of marketing prowess and $450 million in M&A transactions, Marty shares exclusive insights on doubling revenue without selling more, navigating strategic acquisitions, and the untold secrets of successful deal-making. Whether you're a business owner, aspiring entrepreneur, or just curious about the art of growth, this interview is your ticket to unlocking the strategies behind building, buying, and selling businesses. Don't miss out on Marty's invaluable advice that could reshape your business journey! Tune in now and elevate your entrepreneurial game! #BusinessGrowth #Acquisitions #DealmakerDiaries #EntrepreneurshipSuccess