The Epic Investor

Are you making decisions to solve the underlying issue, or simply to relieve the discomfort you feel right now? In this episode, Rich and Jason explore why the best way through adversity is often to face it directly, rather than seek temporary relief or avoid difficult decisions. Rich shares the difference between the natural instincts of buffalo versus cattle in a storm, emphasizing that facing c...

When should you walk away from an acquisition, instead of trying to make the numbers work? In this episode of The Epic Investor, Rich and Jason sit down with guest Richy Jarvis to break down the framework required to source, analyze, and vet potential business acquisitions. They discuss how a disciplined buy box, historical financials, customer concentration, leadership, and other qualitative and...

How can you use a specific and structured framework to evaluate a business acquisition? It’s the 50th episode of The Epic Investor Podcast! In this 50th episode, Jason and Rich share real-world applications by demonstrating how to use the Epic SUCCEED formula in an active business acquisition. They break down each component of the framework - Structure, Underwriting, Core teams, Capital stack, Exi...

What would change if you became genuinely curious about the people you meet? In this episode, Rich and Jason explore how investors can replace meaningless small talk with authentic, high-value human connections. They talk about becoming more curious, present, and focused on the other person. Rich also shares the FORUM framework: Family and Friends, Occupation, Recreation, Uniqueness, and Making a...

Are your weekly activities actually moving you toward your biggest goals? Rich, Jason, and Bryce unpack the value of quarterly reviews and explain how breaking long-term objectives into specific 90-day priorities can create greater clarity, accountability, and traction. They discuss the downfalls of outdated scorecards and vanity metrics, while emphasizing the importance of measuring the activitie...

What fears are keeping you from pursuing an investment opportunity that could change your future? We have an inspirational episode for you today! Rich and Jason interview Jared Macliver (The Kid Investor), who began developing his business and money-management skills as a young person, and purchased his first investment property before turning 18. Jared shares how education, coaching, creative fin...

What simple changes today could strengthen a financial foundation for decades to come? In this episode, George Pace returns, joining Rich and Jason to discuss the principles that create long-term financial stability, emphasizing the importance of starting early, living below your means, consistently investing, and prioritizing income-producing assets over lifestyle inflation. They also explain why...

Which lesson learned about rollups did you get the most value from today’s episode? In this episode, Rich and Jason are joined by George Pace to share an inside look at the realities of executing a live rollup acquisition, specifically in the non-emergency medical transportation industry. They discuss the operational, financial, and human challenges that often surprise investors, while highlightin...

How can a stewardship mindset change long-term investing outcomes? In this episode, Rich and Jason discuss what investors should do immediately after experiencing a liquidity event. Selling a business or investment is only the beginning. They emphasize shifting from an ownership mindset to a stewardship mindset, that is viewing wealth as something to manage wisely for long-term impact, rather than...

What message is being sent to a team when poor performance goes unaddressed? In this week’s episode, Rich and Jason tackle one of the most costly leadership mistakes in business: allowing poor performance to persist at the expense of their top talent. They explain how tolerated behavior lowers organizational standards, and why avoiding accountability can drive away high-achieving talent that susta...

How can networking events create opportunities that never happen through email or cold outreach? In this episode, Rich and Jason share their biggest takeaways from attending the Family Office Club event in New York, where they met family offices, investors, and industry professionals. They discuss the importance of relationship-building, warm introductions, panel appearances, and creating trust be...

How can you transform a collection of underperforming small businesses into a highly profitable, unified machine? In today’s episode, Rich and Jason break down the mechanics behind one of their favorite investment strategies: building a regional rollup that transforms multiple independent businesses into one scalable enterprise. They explain how combining shared resources, centralized leadership,...

What would happen if every business decision aligned with deeply held values? Rich and Jason explore the six primary motivators that drive human decision-making: force, fear, reward, duty, faith, and love/purpose. They explain how decisions driven by external pressures often produce short-term thinking, while decisions rooted in internal conviction create lasting success in investing, business, an...

How can spending time on the front lines uncover hidden business opportunities? In this episode, Rich and Jason report live from their recent acquisition in Redmond, Oregon, alongside their new Chief Operating Officer, Bryce Esplin, to talk about the transformative power of hands-on operational leadership. They discuss how rolling up their sleeves on the production floor uncovered simple, high-imp...

How have you had to handle a situation with having the right person, but not able to find the right seat, or fit, in your company? This is a tough episode topic-wise. Rich and Jason share a recent decision that had to be made. Not an easy decision. They discuss the difficult reality of having a team member who aligns with company values and culture, but struggles to thrive in a role that doesn't m...

Why do blind spots create hidden bottlenecks inside growing organizations? In this episode, Rich and Jason share their core takeaways from attending the Entrepreneurial Operating System (EOS) conference in Kansas City. They discuss lessons learned from keynote presentations, the critical importance of radical honesty, uncovering leadership blind spots, and creating cultures built on openness, hone...

What kind of leadership do you implement in the first 90 days after closing? In this episode, Rich and Jason discuss why the first 90 days after acquisition are critical, and some of the most important moments in the investment process. They share a six-stage framework that’s essential to implement in the first 90-days: Stabilize before you optimize; Create clarity for calm and peace; Culture is t...

What opportunities are missed when business stays purely transactional? In this episode, Rich and Jason reflect on their recent business trip to Europe to connect with newly acquired customers and distributors. They share how intentional relationship-building, attending a major international trade show, and creating space for authentic conversations uncovered valuable growth opportunities and stre...

What are the specific layers of verification needed to ensure an investment aligns with your goals? In this episode, Rich and Jason break down why due diligence is one of the most important steps for reducing risk and making better decisions before capital is committed. They discuss missed assumptions, financial verification, legal pitfalls, and how deeper investigation can save time and money. We...

What daily mindset and habits create stronger alignment between personal and professional life? In this episode, Rich and Jason explore the essential balance between the professional and the personal by focusing on faith, family, and intentional morning routines. They discuss how faith and reflection can bring clarity and direction, while structured mornings create the discipline needed to stay al...

How can structured accountability transform business performance? Rich and Jason are joined by Max Reich to discuss what it takes to execute on a vision and turn ideas into measurable results. They share how implementing EOS (Entrepreneurial Operating System) brings structure, clarity, and accountability to businesses, and turns high-level visions into tangible daily results. Having a compelling v...

How do fear and market cycles influence poor investment decisions? In this episode, Rich and Jason explore why the most successful investors begin with the end in mind by designing intentional exit strategies. They discuss the dangers of rigid timelines, the impact of fear-driven decisions, and the value of milestone-based flexibility. They show that true success isn’t just “reaching the peak,” it...

How would daily changes and habits create long-term exponential growth for you? In this episode, Jason and Rich explore how the concept of 1% betterment can lead to exponential growth in business, personal health, and relationships. They share real-world examples of how small operational improvements—adjusting expenses or tracking KPIs, for example—can compound into significant financial and cultu...

Have you considered asking the sellers how much they are willing to carry as the seller in order to make the purchase a reality? In this episode, Rich and Jason discuss how business ownership is possible even without significant capital by leveraging creativity, relationships, and strategic partnerships. They share real-world examples of structuring deals through seller financing, SBA loans, partn...

Are you valuing or de-valuing your money in your deals? How can different funding sources be combined to improve overall returns? Rich and Jason discuss the capital stack, showing how to layer debt and equity to help investors understand how different layers of financing work together to fund large transactions. They share real-world scenarios to demonstrate how valuing your money and structuring...