Angels, Exits, & Acquisitions

In this episode of Angels Exit and Acquisitions, we interview Fadi Malouf, a serial entrepreneur and investor, about acquisitions, impact investing, and building generational wealth. Fadi shares his journey from overcoming early hardships to achieving success in multiple industries, including health and fitness, software, and real estate. Discover the criteria investors should consider when investing in deals and how to identify opportunities for economic and personal impact.

Key Points:

• Impact Investing: Fadi emphasizes the importance of investing in businesses that create a positive impact on both a personal and economic level, focusing on ventures that support communities and offer valuable services.
• Acquisition Strategy: Learn why Fadi advocates buying established businesses with proven cash flow rather than starting from scratch, highlighting the lower failure rate and the potential for greater returns.
• Personal Journey & Mindset: Fadi discusses his transition from a focus on personal training and bodybuilding to becoming a strategic investor, emphasizing the value of passion, curiosity, and a hands-on approach to business.

Timestamps:

• (00:00:25) – Fadi’s early life and career beginnings
• (00:05:41) – Overcoming early challenges and entering the business world
• (00:15:35) – The importance of impact investing
• (00:21:09) – Why buying a business is better than buying a house
• (00:35:45) – Advice to his 17-year-old self

Links:

• Contact Fadi via LinkedIn for his “buy box” one-pager: https://www.linkedin.com/in/fadimalouf/
• Jeff Barnes on LinkedIn: https://www.linkedin.com/in/jeffreypbarnes/

#acquisition #investing #wealthbuilding #privateequity #impactinvesting #entrepreneurship #business #finance #realestate #generationalwealth #microPE #leadership #podcast #businessexit #due diligence

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Join Jeff Barnes as he interviews Jeff Hernandez, the founder of Black Rock Coffee Bar, to explore the incredible journey of building a successful coffee chain. Learn how Black Rock Coffee Bar overcame the challenges of launching during the Great Recession, the importance of a strong company culture, and the power of understanding customer preferences through data. Discover the key principles that drive Black Rock Coffee Bar’s growth and success in the competitive coffee industry.

Key Takeaways:

• Resilience in the Face of Economic Hardship: Black Rock Coffee Bar launched during the Great Recession and thrived despite the odds by focusing on financial discipline and customer needs.
• Importance of Company Culture: Black Rock Coffee Bar prioritizes a strong company culture, leading to high employee retention and exceptional customer service.
• Data-Driven Customer Understanding: Black Rock Coffee Bar emphasizes using empirical data to understand customer preferences and tailor offerings, rather than relying on assumptions.

Timestamps:

• (0:00) Introduction to Jeff Hernandez and Black Rock Coffee Bar
• (3:00) Overcoming Challenges: Launching During the Recession
• (11:45) Transitioning from Construction to Entrepreneurship
• (25:41) The Core Values That Drive Black Rock Coffee Bar’s Success
• (35:43) Future Plans: Growth and Potential Public Offering

Links:

• Explore Black Rock Coffee Bar: Find a location near you and experience their unique coffee culture at br.coffee.
• Connect with Jeff Barnes: Learn more about Jeff Barnes and Angels, Exits, and Acquisitions on LinkedIn: https://www.linkedin.com/in/jeffpbarnes/

#BlackRockCoffeeBar #entrepreneurship #podcast #successstory #business #coffee #companyculture #customerfirst #podcastinterview #leadership #coffeeindustry

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Unlock the secrets to scaling your company with Greg Moran, a serial entrepreneur who has raised nearly $500M in capital and advised countless high-growth founders. In this episode of Angels, Exits, and Acquisitions, Greg shares his framework, “The Adaptive Innovator,” revealing the four essential pillars that separate successful founders from the rest. Learn how to build a resilient business, make smart decisions, and lead your team effectively. Whether you’re navigating the challenges of capital raising, venture capital, or the CEO life, this guide provides actionable strategies to accelerate your growth.

Highlights:

• (00:05:28) The importance of the founder’s adaptability over the business idea.
• (00:12:18) Creative resilience: How challenges spark innovation.
• (00:14:54) Humble assertiveness: Why the loudest voice isn’t always the best.
• (00:20:28) Balanced risk-taking: Avoiding the “fail fast” trap.
• (00:21:24) Strategic accountability: Owning your decisions and fostering coachability.

#AdaptiveInnovator #FounderSuccess #GregMoran #EvergreenMountainEquityPartners #Startup #VentureCapital #Entrepreneurship #Scaling #Leadership #BusinessCoaching #CapitalRaising #CEOlife #BusinessStrategy #Innovation #TheFoundersCollective

Links:

• Take the Assessment: Discover your Adaptive Innovator score and identify your strengths. https://linktr.ee/GregMoranEMEP
• Pre-order Greg’s Book: “The Adaptive Innovator” is coming out on March 1st. https://emep.io/pre-order-the-adaptive-innovator
• Connect with Greg Moran: https://www.linkedin.com/in/gregmoran/
• Connect with Jeff Barnes: https://www.jeffbarnes.ceo/

Subscribe now for more insights on exits, acquisitions, and building a successful business!

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Welcome to another episode of Angels, Exits and Acquisitions! In this episode, host by Jeff Barnes where we sat down with Scott Langham and Patrick Lynch from Whitestone Wealth Management to discuss their unique approach to wealth management, which goes beyond conventional methods. They share their insights on alternative investments, risk management, and the importance of finding the right financial advisors. This episode is packed with actionable advice for anyone looking to grow their wealth and achieve financial freedom.

Key takeaways:

• Modern Portfolio Theory Limitations: Patrick Lynch discusses the failures of traditional portfolio theory during market downturns. They now favor an endowment style portfolio with a focus on non-correlation.
• Top Money Managers: Scott and Patrick focus on identifying top-tier fund managers (the top 5%) with repeatable risk management processes, not just relative performance. They analyze performance during various periods of market downturn.
• Importance of Alternative Investments: Scott Langham emphasizes real estate and private equity as critical alternatives to traditional stocks, bonds, and cash. Public markets are shrinking, making private sector opportunities more important. They use the client’s cash flow to determine risk and asset timelines. They do not focus on individual stocks.

About the Guests:

• Scott Langham: Scott is the Vice President of Investments at Whitestone Wealth Management. He has a background in finance from Texas A&M University and worked at Merrill Lynch and Morgan Stanley before co-founding Whitestone in 2005. Scott developed the Phase Plan to help clients with retirement planning, and he also created a unique method to evaluate fund managers for their risk management. He has expertise in 1031 real estate exchanges.
• Patrick Lynch: Patrick has been in the wealth management business since the 1980s, having been trained in modern portfolio theory. He is a partner at Whitestone Wealth Management, where they focus on a process-driven approach to financial planning and seek out the best money managers. Patrick emphasizes the importance of understanding a client’s risk tolerance and ensuring clear communication.

Links Shared by the Guests:

• Whitestone Wealth Management Website: https://whitestonewm.com/
• Contact Whitestone: 210-341-1515

Ready to take control of your financial future? Visit the AIN website at https://angelinvestorsnetwork.com/ to learn more about raising capital and building wealth. Connect with Jeff Barnes on LinkedIn at https://www.linkedin.com/in/jeffpbarnes/.

#AlternativeInvestments #WealthManagement #PrivateEquity #RealEstate #RiskManagement #FinancialPlanning #InvestmentStrategy #MoneyManagers #FinancialFreedom #CapitalRaising #Investing #WealthBuilding #RetirementPlanning #AssetAllocation #FinancialAdvisors

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In this episode of Angels Exits and Acquisitions, we interviewed Anmol Singh, a stock market trader and coach with 15 years of experience. Anmol shares his journey from working at prop firms to founding Live Traders, where he coaches and trains traders. They discuss the ins and outs of trading, risk management, and the mindset required to succeed in the stock market.

Highlights:

• Prop Firm Dynamics: Anmol explains how prop firms operate, providing capital to traders in exchange for a percentage of profits, and how this model has evolved over time.
• Trading Strategies: Anmol breaks down different trading styles, including day trading, swing trading, and long-term investing, as well as the use of options. He emphasizes the importance of statistical analysis and risk management in trading.
• Market Trends and Mindset: Anmol discusses current market trends, the impact of social media, and the need to adapt to changing market dynamics. He stresses the importance of removing emotions from trading and focusing on data-driven decisions.

About the Guest:

Anmol Singh is a trader, investor, and author of Prepping for Success. He began trading in 2010 and has experience working with proprietary trading firms. Anmol is the founder of Live Traders, where he coaches individuals on how to trade, review scenarios, and control their emotions. He has been featured in major media outlets such as Forbes and Business Insider.

• Get your copy of Anmol’s book on Amazon https://anmol.net/_book/
• Learn more about Anmol’s work at https://anmol.net/ or https://livetraders.com/
• Connect with Anmol on LinkedIn https://www.linkedin.com/in/anmolsc/

Want to learn more about building wealth and capital raising?

Visit our website and connect with us today! 

https://angelinvestorsnetwork.com/

Connect with Jeff on LinkedIn

https://www.linkedin.com/in/jeffpbarnes/

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Join us as Jeff Barnes interviews Michael Pouliot, a real estate investor, and entrepreneur, on Angels, Exist and Acquisitions! In this episode, Michael shares his journey from Wall Street to building a billion-dollar real estate portfolio. Learn about creative financing, scaling strategies, and the mindset required for success in real estate private equity.

Key Points from the Interview

• Michael discusses his transition from a Wall Street career to real estate investing, seeking time and financial freedom.
• He details his experience with the BRRRR method (Buy, Rehab, Rent, Refinance) and how he scaled from single-family homes to larger multifamily properties.
• Michael shares his approach to raising capital and emphasizes the importance of understanding investor needs and having a strong unique investment proposition.

About our Guest

Michael Pouliot is a real estate investor, entrepreneur, and the founder of a real estate private equity firm. He has acquired over a billion dollars in real estate across various asset classes. He is passionate about helping others achieve financial freedom through real estate.

• Learn more at: michaelpouliot.com

Subscribe and Connect!

Visit our website: https://angelinvestorsnetwork.com/membership/ for more content and resources.

Timestamps of the 5 Main Highlights of the Interview

• [00:00:52] Michael’s Wall Street career and transition to real estate
• [00:04:58] Starting real estate investing as a side hustle
• [00:08:39] Transitioning to real estate private equity
• [00:15:24] Financing the first multifamily property using a hard money loan
• [00:34:36] Advice to his younger self

#realestate #realestateinvesting #privateequity #multifamily #capitalraising #financialfreedom #realestateentrepreneur #investingtips #BRRRRmethod #passiveincome #realestatedeals #podcast #businesspodcast #scaling #hardmoneyloan

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In this episode of Angels, Exits, and Acquisitions, we had a very interesting conversation with Jason Greer about business process improvement, lean Six Sigma, and how to leverage these tools to increase business value, identify red flags, and solve problems when investing in or acquiring businesses. Jason shares his journey from Y2K issues to becoming a process improvement expert and discusses how businesses can prepare for a profitable exit. Learn how to align your processes with your strategic goals and create a business that can thrive without constant owner involvement.

Guest Bio: Jason Greer is the founder of the Peel Business Design Studio. He helps organizations design their businesses for success.

Key Highlights:

• Understanding Lean and Six Sigma principles for business improvement.
• Eliminating waste and inefficiencies in business processes.
• Aligning strategies and processes for success.
• Why it’s crucial for business owners to work themselves out of daily operations
• Root cause analysis and its importance in addressing business challenges.
• How to build a business that runs without the owner.
• Red flags for investors when looking to acquire a business.
• Importance of data and data strategy.

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Share this video/podcast with other business owners and investors to help us reach more people.

Connect with Jason Greer on LinkedIn and visit his website to learn more about designing your business for success.

Links mentioned in the interview:

• Jason Greer on LinkedIn: https://www.linkedin.com/in/jason-greer-b5232214/

Peel Business Design: Peelbusinessdesign.com

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In this episode of Angels, Exits, and Acquisitions, Jeremy Dyer, a seasoned entrepreneur shares his fascinating journey from tech sales to becoming a successful capital raiser. Jeremy gives us an overview on his transition from a two-decade career in technology sales to building a capital raising business, and how he successfully raised $45 million.

Learn about:

• The importance of building relationships in selling and investing, and how to build a strong brand.
• Why investing in yourself first is critical before raising capital for a business.
• The importance of not overlooking the execution risk when evaluating investment opportunities.
• How to monetize your network and raise capital for your ventures

Join us as Jeremy talks about his journey on raising capital, making private market investments, and creating a successful wealth-building program.

Watch now to learn how to apply these principles to your own entrepreneurial and investing journey!

Links Mentioned:

• Jeremy Dyer’s Linkedin: www.linkedin.com/in/jeremydyer
• Starting Point Capital: startingpointcapital.com
• The Fundamental Investor Book: fundamentalinvestor.com

If you are a serious investor, consider joining the Angel Investors Network to connect with fellow investors and have access to exclusive investment opportunities. Visit https://angelinvestorsnetwork.com/membership/ to learn more about the benefits of membership.

#Raisingcapitalforbusiness #Highnetworthinvesting #Wealthbuildingprogramforinvestors #Privatemarketinvestmentsforhighnetworthindividuals #entrepreneurship #investing #realestate #business #capitalraising

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Many business owners, particularly founders, have a strong emotional attachment to their companies, which can make it difficult to consider selling. Preparing for a business exit requires both financial planning and personal readiness. It’s important to speak with a financial advisor to ensure the sale will provide enough money to replace the owner’s income, and to plan what the owner will do after the sale, since many owners experience burnout from doing tasks they do not enjoy.

Owner dependency is a significant issue, and delegating tasks is essential to address it. This often involves a shift in mindset for the owner. Other common mistakes owners make include:

• Not having good financial systems
• Having dominant customers
• Failing to protect their intellectual property

A key factor in a successful exit is business growth, as growth can make a business more appealing to buyers. It also can hide operational problems. Ultimately, many owners prioritize ensuring their employees are taken care of and want to see their company’s legacy continue.

John Martinka has almost 30 years of experience in the buy-sell/mergers and acquisitions world. He is the author of the book, “Exit with Style, Grace and More Money,” and also wrote a previous book entitled, “If They Can Sell Pet Rocks, Why Can’t You Sell Your Business For What You Want?”. He is the founder of Nokomis Advisory Services. He advises business owners on how to prepare their businesses for sale, focusing on both the mindset of the owner and the practical steps of the sales process. Martinka emphasizes the importance of proper financial systems, delegation, and growth in maximizing the value of a business.

John Martinka LinkedIn: https://www.linkedin.com/in/johnmartinka/

Nokomis Advisory Services: https://nokomisadvisory.com/

If you are a serious investor, consider joining the Angel Investors Network to connect with fellow investors and have access to exclusive investment opportunities. Visit https://angelinvestorsnetwork.com/membership/ to learn more about the benefits of membership.

#BusinessExit #MergersAndAcquisitions #OwnerDependency #BusinessGrowth #FinancialPlanning #BusinessLegacy #Delegation #Burnout #EmployeeRetention #ExitStrategy

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In this episode of Angels, Exits, & Acquisitions, host Jeff Barnes sits down with Brian Fitzpatrick, CEO of Qredible and a seasoned entrepreneur with a track record of building and exiting multiple companies. As the driving force behind Qredible—a cutting-edge platform revolutionizing compliance in the CBD, hemp, cannabis, and dietary supplements industries—Brian shares his vision for enhancing safety, transparency, and quality through automation and blockchain technology. Learn more about Brian and his work at https://qredible.com/brian-fitzpatrick/ and connect with him on LinkedIn at https://www.linkedin.com/in/briankfitzpatrick/.

Throughout the conversation, Brian opens up about:

• The transformative impact of early sales training on his entrepreneurial success.

• The challenges of raising capital while running a business and how he tackles both effectively.

• The critical role of building strong teams and cultivating a winning company culture.

• Insights into scaling startups and navigating successful exits.

Whether you’re an investor, founder, or executive, this episode offers invaluable lessons on leadership, growth, and innovation in high-stakes industries.

Join the Angel Investors Network! Unlock exclusive access to high-quality investment opportunities, invaluable networking with like-minded investors, and resources to accelerate your financial success. Elevate your investing game by becoming a member today. Learn more at: https://angelinvestorsnetwork.com/membership/

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• Jeff Barnes LinkedIn: https://www.linkedin.com/in/jeffpbarnes/

#Entrepreneurship #StartupSuccess #AngelInvesting #ScalingBusinesses #CBDIndustry #BlockchainTechnology #BrianFitzpatrick #AngelInvestorsNetwork #VentureCapital #BusinessLeadership #TeamBuilding #CapitalRaising #ExitStrategies #BusinessPodcast #HighNetWorthInvestors

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