LeverUp®️

From Bored in Malaysia to Viral CPA: Andrew Vento (Dgen CPA) on Going Full-Time on X Overview: Andrew Vento, better known as Dgen CPA, went from digging around on Twitter while bored abroad to a viral account that now pays the bills. In this episode of LeverUp, Paul sits down with Andrew (over lemonades, not cocktails) to unpack the growth story: the first post that hit 5 million views, why every...

The conversation covers the personal and professional journey of Ryan Heckman, Co-Founder of Rally Day Partners, and his unconventional path into private equity: from competing in two Olympic Games as a ski jumper to landing his first PE job at 22 after a chance conversation on a plane with George Gillette (then-owner of Vail Ski Resort). It also delves into the unique approach of Rally Day Partne...

The conversation delves into Lars' experience in turnarounds and restructuring, highlighting the challenges of day one at a restructuring asset, the importance of stabilizing the team and operations, and the balance between urgency and strategy. Lars shares impactful books and reflects on mistakes made early in his career, emphasizing the value of initiative and the pitfalls of perfectionism. The...

Many companies experience a stall in growth, with 66% of them never recovering. CEOs need to have a bias towards action and growth to protect the green shoots of success. Takeaways Stalling companies often fail to recover CEOs need a bias towards action and growth Chapters 00:00 The Challenge of Stalled Growth

Claudia Rishu shares her journey from a military brat to a CEO, discussing her background in STEM, cryptography, and blockchain security research. She delves into the founding of Supply Co, a company focused on marketing and sales software for the industrial segment. The conversation explores the impact of AI on software engineering, the changing landscape of tech jobs, and the challenges and stra...

The conversation covers the transition to independence as a financial advisor, the dynamics of client relationships, the financial challenges faced by athletes and entertainers, and the experience of starting a new venture. It delves into the complexities of managing client finances and the unique challenges faced by individuals in the sports and entertainment industry. The conversation delves int...

The conversation covers the founding of American Operator and its mission to preserve small businesses in local communities, challenges in manufacturing and succession planning, the mission to prevent private equity from acquiring small businesses, the process of selecting and transitioning business operators, and the value creation and integration process for business success. The conversation co...

The conversation covers the entrepreneurial journey of Jackie Hirsch, challenges in business valuation, preparing a business for sale, maximizing business value, and the role of independent sponsors vs. private equity in business transactions. The conversation covers challenges in deal operations, red flags in deal dynamics, positive valuation surprises, engaging with founders in the 1-10 EBITDA r...