True North Advisors
Decision Points
The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes and failures, at key decision points in their careers, to help you lead a more prosperous entrepreneuri...
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Episodes
Decision Point - E16: Navigating M&A with Shane Egan, M&A Attorney 13.02.2024 54:54
In our Episode 8 Finale of "Decision Points" Season 2, we welcome Shane Egan, a seasoned M&A attorney with a wealth of experience in helping business owners prepare for one of the most critical decisions in their entrepreneurial journey: the sale of their business. Join us as we dive into the intricacies of M&A transactions, exploring how to ensure your business is well-prepared...
Decision Points - E15: Crafting Entrepreneurial Exit Strategies with Brent Williams, President of YPO Gold Dallas and Senior Advisor of the Halifax GroupEpisode 06.02.2024 58:37
In Episode 7 of "Decision Points" Season 2, we sit down with Brent Williams, a seasoned professional with a distinguished career in investment banking and private equity. As the President of YPO Gold Dallas and Senior Advisor of the Halifax Group, Brent brings a wealth of knowledge and experience to the table. Join us as we delve into the intricacies of building effective entrepreneurial...
Decision Points - E13: Strategic Wealth Planning and Maximizing Business Value with Caleb Brian, Director of Wealth Planning at True North Advisors 23.01.2024 1:10:51
Episode 5 - Season 2: Strategic Wealth Planning and Maximizing Business Value with Caleb Brian, Director of Wealth Planning at True North Advisors In Episode 5 of "Decision Points" Season 2, we welcome Caleb Brian, the Director of Wealth Planning at True North Advisors. Caleb is an expert in institutional wealth management, and in this episode, he sheds light on the pivotal role of strat...
Decision Points - E12: Navigating Entrepreneurship Together with Lila and Jeremy Stewart, Co-founders of Hari Mari 16.01.2024 1:16:35
Episode 4 of "Decision Points" Season 2 features Lila and Jeremy Stewart, the remarkable co-founders of Hari Mari, a successful footwear company and lifestyle brand. Their entrepreneurial story is a testament to resilience, partnership, and unwavering commitment. Join us as we dive into the challenging journey of building their brand and company together, sharing insights into the intric...
Decision Points - E11: Living Well: Dr. Tyler Cooper on Health, Purpose, and Preventive Medicine 09.01.2024 1:08:01
Living Well: Dr. Tyler Cooper on Health, Purpose, and Preventive Medicine In this episode of Decision Points, we sit down with Dr. Tyler Cooper, CEO of Cooper Aerobics, a pioneer in preventive medicine and wellness. Dr. Cooper shares his remarkable journey from medicine to wellness entrepreneurship and emphasizes the importance of purpose in one's life. Listen as Dr. Cooper speaks on the cri...
Decision Points - E10: Shane Reed 12.12.2023 1:07:38
Episode 2 - Season 2: The Power of Persuasive Communication In Episode 2 of "Decision Points" Season 2, we sit down with Shane Read, who's transitioned from a successful career in law to becoming a sought-after communication consultant, author, and adjunct professor. Shane's journey is a testament to the transformative power of effective communication. Join us as we explore Sha...
Decision Points - E9: Daron Babcock 05.12.2023 1:32:23
Transforming Communities through Social Entrepreneurship: The Story of Bonton Farms In this inspiring episode of "Decision Points" Season 2, we delve into the extraordinary journey of Daron Babcock, the Chief Executive Officer at Bonton Farms. His story is a testament to the power of vision, resilience, and community-building. For many, Bonton Farms stands as a beacon of hope in the hear...
Decision Points - E8: Chris Pate 28.11.2023 1:11:18
Welcome to the grand finale of Season 1 of Decision Points by True North Advisors, the podcast that uncovers the transformative moments in the lives of entrepreneurs and business owners. Join us as we explore the world of smart investments and alternative investment strategies with Chris Pate, Managing Director for True North Advisors. Chris is focused on delivering the smartest investment soluti...
Decision Points - E7: Nathan Sheets 21.11.2023 1:15:11
Welcome to Episode 7 of Decision Points, the podcast that uncovers the pivotal moments in the lives of entrepreneurs and business owners. In this episode, we're honored to have Nathan Sheets, the visionary who turned a beekeeping hobby into Nature Nate’s Honey, one of the largest honey companies in North America. Join us as we share a glimpse into Nathan's remarkable journey, his eventu...
Decision Points - E6: Chad Johnson 14.11.2023 51:01
This is Episode 6 of Decision Points by True North Advisors, where we explore the many moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by Chad Johnson, a devoted husband and father of 11 children. Join us as we uncover Chad's incredible story of navigating life after a significant exit. Chad shares his remarkable journey of philanthropy a...
Decision Points - E5: Dhruv Maniktala 07.11.2023 57:57
Welcome to Episode 5 of Decision Points by True North Advisors. In this episode, we're thrilled to have Dhruv Maniktala, Chief Investment Officer at True North Advisors, as our guest. Join us as we dive into the world of investments , exploring the approach and philosophy behind True North Advisors’ private investment platform, Western Alternative Strategies. Dhruv will shed light on the al...
Decision Points – E4: Steve Hall 31.10.2023 1:08:20
Welcome to Episode 4 of Decision Points by True North Advisors. We’re about uncovering the critical moments that shape the lives of entrepreneurs and business owners. In this episode, we have the privilege of hosting Steve Hall, who sold his company driversselect to the Fortune 300 company Sonic Automotive in 2017. Steve shares his own story and what it truly means to “prepare yourself first” bot...
Decision Points - E3: George Coultress, Jr. 24.10.2023 57:28
Welcome to Episode 3 of Decision Points, a look into the pivotal moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by George Coultress, Jr., an investment banker and business valuation expert. Join us as we tap into George’s expertise, gaining invaluable insights into the intricate world of business valuation and investment banking. George will...
Decision Points - E2: Russell Moon 17.10.2023 1:01:47
Welcome to Episode 2 of Decision Points by True North Advisors, where we dive deep into some of the transformative moments that have shaped the lives of entrepreneurs and business owners. In this episode, we sit down with Russell Moon, a business owner who sold his company, Skinceuticals, to L'Oreal in his early thirties. While Russell achieved incredible success at a young age, he wasn'...
Decision Points - E1: Scott Wood and Mark Gehlbach 10.10.2023 1:06:15
Welcome to the first episode of Decision Points by True North Advisors, a podcast geared toward entrepreneurs and business owners. In this episode, we sit down with Scott Wood and Mark Gehlbach, the visionary co-founders of True North Advisors, a private wealth advisory and investment management firm based in Dallas, TX. Join us as we dive into their entrepreneurial journey, an inspiring story of...
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