The six episodes that go deepest on transaction mechanics.
Episode 402: Building a Transferable Business and Surviving the Exit
with Nate Collins
From buying into a mismanaged family business on his mother's advice to selling at an incredibly high multiple to a PE-backed acquirer, Nate Collins shares how he built a transferable licensing company, what…
48 min · 2026-05-06 · Show notes
Episode 389: From Startup to PE Exit in Three Years
with Josh Davis
From ten years of entrepreneurial struggles to PE exit in three years, Josh Davis shares proven strategies for scaling through acquisitions, building proprietary systems, and navigating the identity shift that…
53 min · 2026-02-04 · Show notes
Episode 405: Reducing Lifetime Tax Drag for Business Owners
with Omar Morillo
When Omar Morillo talks about wealth management for entrepreneurs, he focuses on one core idea: reducing lifetime tax drag across income, investments, business operations, and eventual liquidity events.
40 min · 2026-05-27 · Show notes
Episode 394: Navigating Multiple Exits Across Tech's Evolution
with Raj Singh
From installing network cards as a teenager to navigating four successful exits across decades of tech evolution, Raj Singh shares lessons on acquisition timing, building buyer relationships, and the emotional…
44 min · 2026-03-11 · Show notes
Episode 395: Building Exit-Ready Businesses
with Marty Fahncke
From grassroots soccer parks to $600 million exits, Marty M.
44 min · 2026-03-18 · Show notes
Episode 390: Tax-Smart Exit Planning
with David Flores Wilson
From Olympic sprinter to trusted advisor helping entrepreneurs save millions in taxes, David Flores Wilson shares proven strategies for QSBS planning, equity compensation design, and preparing business owners…
46 min · 2026-02-11 · Show notes