Will expand on Optimizing Family Office Collaboration on Investments and Philanthropies - with a CIO Council, global open architecture community, wide funnel but disciplined execution, partnering with lead investors (typically top-tier fund managers), partnering with innovative philanthropies, curating relationships, maintaining full regulatory compliance and background checks and vetting of funds and deals, etc., Next Steps Share your thoughts with a review - https://www.thedealscout.com/review...
Feb 28, 2022•1 hr 4 min
- StackSource tripled commercial financing volume in 2021 - Rates are still low but nearly every economist expects them to rise in 2022 and 2023 - Expanding StackSource's platform beyond senior debt placement - Hiring up Capital Advisors nationwide/why debt and equity brokers are jumping ship to StackSource 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 You...
Feb 25, 2022•39 min
I'll be sharing the do's and don'ts of raising funds, choosing a board, and managing investors for a small cap, publicly traded company. 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...
Feb 22, 2022•38 min
College students have started some of the best businesses: Google, Snapchat, Facebook, FedEx, Dell, etc. Who knows what they will come up with next? Equity Portal is an equity marketplace for college startups. We make investing in college startups easy and accessible, and anyone can invest, not just accredited folk. We match startups looking for capital with investors through our online investment portal. Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's ...
Feb 21, 2022•41 min
Buying Back Debt Self-Banking Tax Reduction Strategies Creative Real Estate Funding Solutions 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...
Feb 17, 2022•58 min
There is huge gain potential in the pre IPO space. Learning how to take advantage of three key factors to win on pre IPO investments is paramount to the success of investors. The three pillars we focus on are... Access: What can we get our hands on? Discount: What are we willing to pay? Timing: How can we move in such a way to take advantage of an opportunity? Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com...
Feb 16, 2022•46 min
Self-storage investing and promoting my new book called Storing Up Profits 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 expre...
Feb 14, 2022•1 hr 1 min
Lloyd SegalFrom Wikipedia, the free encyclopediaLloyd Segal (born 22 March 1948) is the President of the Los Angeles Real Estate Investors Club, author, real estate investor, mentor, and national public speaker.[1][2] He is also the former President of the Will Rogers Polo Club.[9]Early life and educationLloyd Segal was born and raised in the Squirrel Hill neighborhood of Pittsburgh, Pennsylvania. He is the eldest of five children of Seretta (nee Ruben) and Harold Segal, both business leaders in...
Feb 14, 2022•1 hr 2 min
Brian Kornfeld starts every day thinking about how to make Florida the world’s next great innovation community. The Tampa Bay native isCEO&Co-Founderof Synapse, a 501(c)(3)nonprofit that is the guidefor Florida’s innovation communities. Through Synapse, Brian is creating the nexus for businesses to easily find what they need and share what they have to accelerate success and create thriving economiesin Florida.Brian’spassion for technology began at an early ageand continued through college,c...
Feb 11, 2022•57 min
What Forefront does and why we're different from other syndicates What we look for in startups we invest in Value we add Why being a member of our syndicate and investing with us is a smart idea 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 ...
Feb 09, 2022•1 hr 8 min
Conquer is a mobile app that lets users create and join local sporting events on a moment’s notice. We serve as a sports marketplace that also allows organizations such as gyms, sports facilities, and leagues to post events and rentals. In 2 months, we have 3,800 users, ~400 events, and several partnerships with local sports facilities and gyms. Our mission is to make sports accessible to everyone, regardless of work schedule, network, and wealth. We are currently raising a $425K pre-seed round....
Feb 08, 2022•28 min
How is M&A changing Common mistakes made in M&A Best practices in M&A 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 opinion...
Feb 08, 2022•1 hr 2 min
I would like to share my story about how I got involved in the transportation industry, what it takes to really succeed, and the different opportunities and ways one can get involved. Additionally I want to touch base on our operations, what we are currently doing, the industry currently and what our services are about. I want to bring up that we are always looking to partner with people in the industry, and are looking for potential acquisition opportunities in the sector. Next Steps Share your...
Feb 07, 2022•48 min
Stories from experienced deal junkies and serial entrepreneurs. My partner and I will talk about starting a REPE firm, our vertically integrated business model and growing organically to 2300 doors and $300AUM in less than 5 years. 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: T...
Feb 07, 2022•47 min
Buy yourself into entrepreneurship. Don't start a business. Deal flow. Deal structure. We have a program for beginners to experts 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 financ...
Feb 04, 2022•50 min
George will highlight how the consolidation in the banking industry is creating unique investment opportunities to put impactful capital to work on Main Street while earning attractive market returns. 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 podca...
Feb 02, 2022•54 min
Using real estate as a tool to achieve lifestyle design, financial and time Freedom. Too many folks are thinking real estate is the end all be all. I believe my story of how I leverage it give a totally new perspective. 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 s...
Jan 31, 2022•55 min
What should the Board and CEO expect of the Office of the CFO? This multifaceted aspect of the business touches upon all key areas of a company and is integral to optimum success. Properly executed, the role of the CFO is critical to the success of strategy, control, execution and opt in optimization of a company. Understanding what to expect from the Office of the CFO is an important step in assuring a company achieves its mission. You can explore and measure the level of success of the role of...
Jan 28, 2022•52 min
Happy to share why we launched an evergreen holding company that acquires small to mid-sized family-owned companies from owners seeking a succession or liquidity plan. We buy and forever hold these companies with the intentional to tech-enable them and create an employee-first culture where all workers can truly love their work.Michael Arrieta is a private equity investor, venture capitalist, and former employee at DocuSign. He currently serves as the Founder & CEO of Garden City Companies, ...
Jan 27, 2022•47 min
The Office of Financial Regulation (OFR) is the primary regulator of the state-chartered and licensed financial services industries in Florida. We have proposed legislation, HB 779 and SB 1880 - Offers and Sales of Securities, to reform the Florida Securities and Investor Protection Act (Chapter 517, Florida Statutes) with the aim of stimulating the growth of a capital market for the financing of Florida businesses. Our goal is to promote Florida’s economy through the creation of a self-sustaini...
Jan 25, 2022•54 min
Acquisition Entrepreneur Consulting for Equity Deal Flow, Prospecting, M&A, Mindset Dealmaker vs Buyer 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 advi...
Jan 25, 2022•45 min
My journey as an angel investor. 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, ...
Jan 24, 2022•56 min
Any savvy investor should take note of the innovation occurring at a hyper-local level. With valuations for tech companies and alternative investments at an all-time high, Nick Mathews, CEO of Mainvest, is here to remind investors to consider more sustainable, albeit smaller, opportunities. That's exactly why he and his team is working with the smallest firms on growth strategies that offer unique opportunities to investors at all levels. Next Steps Share your thoughts with a review - https://ww...
Jan 19, 2022•57 min
https://www.linkedin.com/in/michael-garrity-4b6ab13/ 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 ...
Jan 18, 2022•51 min
Charles J Read is a Certified Public Accountant (CPA), U.S Tax Court Practitioner ( USTCP), member of Internal Revenue Service Advisory Council (IRSAC), and the Founder of GetPayroll.Mr. Read’s companies have provided full-service payroll services, payroll tax services, and other payroll-related services since 1991.Charles is an accomplished senior executive and entrepreneur with more than fifty years of financial leadership experience in a broad range of industries and the author of four books ...
Jan 11, 2022•37 min
https://www.linkedin.com/in/shawnrochester/https://www.facebook.com/shawn.d.rochesterhttps://twitter.com/blacktaxed 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...
Jan 10, 2022•1 hr 6 min
Best-selling author, student of human nature, avid outdoors man at 5-star hotels, speaks fluent smart ass, can see and reflect your life mission in 5 minutes flat, loves having 2 sons, so he can play with their toys, still fantasizes about his wife after 35 years, loves ideas, but loves results even more, can simultaneously laugh and cry for different reasons at the same time, has never been star struck (but did not get a chance to meet Martin Luther King, and there would have been teenage girl ...
Dec 31, 2021•1 hr 4 min
Investors can benefit from knowing where they stand in the cycles of history and economics. Nathan Lewis has written four books of monetary and economic history, exploring the ways in which societies get into trouble, and also, how they can enjoy periods of enormous success. 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/ch...
Dec 30, 2021•56 min
Mike Moyer is an award-winning presenter who teaches people all over the world to master pitching techniques using the Super-Awesome Presentation Zone Program which is a framework for presenting that emphasizes non-verbal communication and stage presence.Mike is a career entrepreneur and investor who has started and run companies in a variety of industries ranging from clothing manufacturing to marketing technology. Today he runs Slicing Pie, a SaaS company that helps startup founders create per...
Dec 28, 2021•47 min
Chad is a broker and investor specializing in industrial real estate. With various partners, Chad has developed his portfolio to approximately 85,000 square feet with a value in excess of $12M. Chad has been named a CoStar Power Broker and an Industrial Influencer from GlobeSt.com. Chad has both SIOR and CCIM designations as well as a Diploma in Urban Land Economics and an MBA.https://www.linkedin.com/in/chadgriffiths/https://www.youtube.com/c/ChadGriffithsCRE Next Steps Share your thoughts with...
Dec 27, 2021•1 hr 5 min
