Payback Time

Christine McDannell is back and this time we’re breaking down 3 case studies on selling businesses. One sold for $3.5M and the other two sold for multiple six futures. Let’s dive in! Key Timecodes (00:30) - Show intro and background history (05:33) - Deeper into her business model (08:28) - How many employees does she have in that business (09:15) - A bit about the numbers (12:25) - Did this busin...

Joe Tolzmann - How to scale a B2B SaaS for Construction. My next guest originally worked in the property restoration industry and faced a lot of repeated steps and time-consuming activities. He decided to solve those problems by creating a SaaS platform that saves time and helps property restoration companies run more efficiently and now today that platform has cut admin labor down by 50%. In this...

My next guest has over 15 years of marketing experience with an emphasis on building marketplace businesses. A marketplace is an application with two audiences on one platform. Some examples you may be familiar with include Zillow, Airbnb, Etsy, Groupon, and Ebay. This is not an easy business to start because you have to figure out what type of marketing and sales strategies attract each audience....

My next guest is a mathematics and data specialist who has been working on a platform that helps large institutions save money and increase profits with commodities. In this episode, we talk about his company, some of the specific problems it solves, and a little bit about the commodities market. Please welcome Noah Healy. Key Timecodes (00:37) - Show intro and background history (01:24) - Deeper...

My next guest left his career as a financial planner and created a company that helps others achieve financial independence. In this episode we talk about the top ways to create passive income, why debt freedom does not equal financial freedom, why a 401K is holding you back, what infinite banking is, and the #1 biggest obstacle to achieving financial independence. Please welcome Russ Morgan. Key...

Josh Dudick - How to consistently beat the market by over 6% per year. My next guest has over 15 years of experience as an investor and trader. We worked at companies including Citibank, Chicago Trading Company, and Flow Traders. He eventually went on to start his own investment fund that has outperformed the market by 6% since its inception in 2019. Today, while he continues to build his fund, he...

Bob Elliott - Earn the returns of a hedge fund without the red tape. My next guest comes from an unorthodox background with an interesting transition. He’s a botanist, which is an expert in plant science and biology but early on in his career, he got into finance. This emphasizes the fact that you most certainly don’t need a degree in finance to be good at investing. He has nearly 20 years of expe...

Matt Palmquist - From Pro Basketball to Marketing Agency. My next guest went from D1 Basketball to the Pros and then transitioned to a career in Marketing. After working for several years for a firm, he decided to take the leap and start his own agency. In this episode, we not only talk about how he built his company but also talk a lot about his agency's key service which is reputation manage...

Bob Diamond - A roadmap to exit the rat race. My next guest is a real estate attorney who ran his own practice, worked for a small practice, and worked for a large firm. He came to a point where he was sick of trading his time for a paycheck and realized he needed to figure out a way to create passive income. In this episode, he breaks down the roadmap on how he monetized his knowledge and started...

Christine McDannell - Building and selling a company for $500K cash. My next guest skipped college and started working in the corporate real estate industry. After getting sick of the slow processes, she stepped away and created a service business that grew to nearly $1M in revenue. Thereafter, she sold the business, took the cash, and started a second company. Rinse and repeat, she grew that next...

Robin Binkley - Generating over $5K/month in passive income with real estate. My next guest recently retired from her career in healthcare, to focus on real estate investing full-time. She and her husband put together a plan to leave their full-time jobs and now they are well on their way to achieving financial independence. In this episode, we talk about who you should network with, how to create...

Hemant Varshney - How to scale B2C E-commerce and SaaS. If you’re starting or growing an Ecommerce or SaaS business, this episode is packed with a ton of great takeaways. My next guest has worked for previous companies including American Express and The Street with Jim Cramer. Today he runs an agency with over 40 employees that focus on scaling B2C brands. In this episode, we talk about minimum Fa...

Fred Moskowitz - How to generate monthly passive income with mortgage notes. My next guest left his job as a software engineer, mainly because he didn’t have control over his income and he was trading his time for a paycheck. He decided to transition to a career where he was able to generate passive income through mortgage notes. In this episode, we talk about how beginner investors can buy notes,...

Alexander Harmsen - Macro vs Micro investing. My next guest is an entrepreneur and investor who built a platform that helps investors monitor their own portfolios. In this episode, we talk about his investing strategy, why he believes it produces better results, and what actions investors can take today. Please welcome Alexander Harmsen Key Timecodes (00:35) - Show intro and background history (02...

Eric Melchor - Growing an e-commerce business to 30,000 users. Do you have an e-commerce business and want to learn how to increase leads and convert more leads into paying customers? My next guest is the Partnerships & Personalization Ambassador at OptiMonk, a SaaS platform for e-commerce entrepreneurs. In today’s episode, we talk about how the company was built, the problems it solves, the n...

Colin Hirdman - How to fund a startup without investors. Less than 1% of startups are able to raise venture capital. If you’re starting a SaaS business and need funding, there are creative ways to move forward. My next guest is a serial entrepreneur who built multiple companies because he first focused on building a well-operated service business. In this episode, he talks about his many business...

Sandy Pollack - Don’t leave a mess with your finances! A lot of people are focused on building their wealth but what do you do to protect your wealth for yourself and future generations? My next guest is a financial planner and author who places a high emphasis on estate and financial security planning. In this episode, she shares some of the biggest mistakes people make when creating a will or pl...

Dave Wolcott - How to reduce taxes by 100% through private equity investing. My next guest started his career by serving the US as a Captain in the Marine Corps. In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. Today, he is an author, podcast host, and the Founder and CEO of Pantheon Investments, a private equity firm th...

Matt Hansen - How to turn $50K into $100K in 2 years.  My next guest retired from the corporate world in his mid-50s by investing in real estate. As he says on the podcast, he could have retired in his 30s if he started in real estate in his 20s. Today he manages a real estate portfolio of 2,000+ units which is available for both accredited and non-accredited investors. His specialty is short...

Noah Rosenfarb - How to reduce capital gains tax to 0% If you’re looking to build and sell a business and want to avoid a big tax payout, it all starts in the planning phase. My next guest is a CPA with some creative strategies that help entrepreneurs reduce and even avoid corporate tax and capital gains tax. If you’re looking to build and sell a business, this episode is perfect for you. Please w...

My next guest has a background in investment banking, mergers, and acquisitions, and investing. In fact, he lead a successful career in investment banking that allowed him to retire at age 39 and thereafter start several small businesses. This eventually led up to a career as a course creator. Now today, he has dozens of courses on Udemy with over 100,000 students over and 9,000 reviews. Please we...

Passive income, life insurance, and diversification. We cover all these topics and more as we discuss 7 myths of finance and investing. My next guest is a certified financial planner who left his job as an advisor to start a tech company that serves the financial industry. This episode flips some of our thoughts on finance, on its head. Please welcome Rob Cook. Key Timecodes (00:41) - Show intro a...

If you are building a business, you need to put systems in place early, to make sure you have an exit strategy that actually pays off. My next guest has a history of building and selling 2 different service businesses. In this episode, we talk about how to structure the payment models, how to improve operations, and how to add more value for the buyer. Please welcome Jason Skeesick. Key Timecodes...

My next guest is a health, life, and business coach and in this episode, we talk about the importance of creating multiple streams of revenue in your business. We also talk about the importance of increasing your prices to the point where it may push you outside your comfort zone. The more you charge, the more people will pay attention, especially the right people you want to work with. Please wel...

As investors in the stock market, we have two high-level strategies. One is wealth building while the other is wealth protection. My next guest is a wealth manager who helps his clients with 2 products that have decent upside potential and minimal downside risk. In this episode, we break down the returns, the costs, and how you can get started. Please welcome Rich Kasparian. Key Timecodes (00:42)...