Angels, Exits, & Acquisitions

Find Your Next Unicorn: Data-Driven Strategies for Smarter Crowdfunding Investments!

He changed Wall Street with a pen—and gave Main Street a seat at the table. Meet the man who wrote the law that unlocked billions for everyday investors… and the data he's using to spot the next unicorns before anyone else. Dive into the crowdfunding revolution! In this captivating episode of Angels, Exits, and Acquisitions, we have Woodie Neiss, a true pioneer who literally wrote the book (and the law!) on investment crowdfunding. Discover how his journey from Wall Street to Silicon Valley led him to champion the landmark JOBS Act, forever transforming how companies raise capital and how everyday investors access high-growth opportunities. Key Points from the Interview: • Pioneering the JOBS Act: Woodie Neiss shares his incredible story of co-authoring the "Crowdfunding Exemption Framework" that became Title III of the U.S. JOBS Act, which legalized equity and lending-based crowdfunding. This legislation transformed early-stage finance, enabling over 8,300 companies to raise more than $3 billion to date through 10,000 rounds of financing. • The Evolution of Startup Investment: The discussion highlights how investment crowdfunding has created a new industry, changing how companies get funded beyond the traditional "friends, family, and fools" rounds and angel/VC investment. Notably, the profile of companies raising money online has shifted from predominantly pre-revenue startups to post-revenue established companies with average revenues of at least $1 million. • Data-Driven Investment Insights: Woodie introduces Crowdfund Capital Advisors (CCA) and their CCLEAR Regulation Crowdfunding Database, which aggregates 150 data points from over 400 active offerings daily . CCA uses AI and machine learning to analyze investor sentiment (number and amount of checks, average check size) and company valuations, providing crucial signals for identifying promising startup investment opportunities and informing strategic decisions for both investors and issuers. Timestamps: • 00:32 - Woodie Neiss's journey from Wall Street to PeopleSoft and Flavor RX. • 02:54 - The genesis of the JOBS Act and the vision for investment crowdfunding. • 05:28 - Pioneering Title III of the JOBS Act (Reg CF) and its profound impact. • 19:00 - How Crowdfund Capital Advisors (CCA) collects and analyzes vast amounts of crowdfunding data to identify investment signals. • 25:44 - Insights into the changing landscape of companies seeking online capital and the potential for future "unicorns" in this space. Connect with us: • Connect with Woodie Neiss:     ◦ Learn more and get his book, "Investomers": https://investomersbook.com/     ◦ Crowdfund Capital Advisors: https://crowdfundcapitaladvisors.com/  • Connect with Jeff Barnes:     ◦ Website: https://www.jeffbarnes.ceo/     ◦ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #Crowdfunding #JOBSAct #StartupFunding #Investment #AngelInvestors #VentureCapital #EarlyStageFinance #Fintech #DataAnalytics #AIInvesting #Entrepreneurship #SmallBusiness #CapitalRaising #Innovation #WealthBuilding Learn more about your ad choices. Visit megaphone.fm/adchoices

Non-Physician? Own a Medical Clinic! Master Healthcare Entrepreneurship & Smart Exit Strategies

Ever wondered how to turn your medical expertise into a thriving business, or even own a clinic without being a physician? Join us in this must-watch episode of Angels Exits and Acquisitions as industry veteran Jessica Jones, who built and sold multiple successful medical practices, reveals her invaluable insights on healthcare entrepreneurship and medical practice ownership. Jessica, an entrepreneur with a unique background in marketing and pharmaceutical studies, shares her journey from helping doctors grow their practices to owning and selling 15 clinics herself. She provides expert guidance on navigating the complexities of the medical industry, whether you're a new physician, an experienced practitioner seeking autonomy, or a business owner looking to enter the healthcare space. In this episode, you will learn: • Non-Physician Practice Ownership is Possible: Jessica clarifies how entrepreneurs can own medical clinics by partnering with a medical director, debunking the common misconception that ownership is exclusive to physicians. She emphasizes the importance of understanding your state's Corporate Practice of Medicine (CPOM) and Full Practice Authority (FPA) regulations. • Strategic Business Design for Freedom & Exit: Discover why it's crucial to design your medical practice so it doesn't solely rely on you, ensuring flexibility and setting the stage for a profitable sale with a well-thought-out exit strategy. Avoid common pitfalls like naming your clinic after yourself, which can hinder future sales and rebranding efforts. • Avoiding Costly Pitfalls in Practice Growth: Learn about critical mistakes often made in practice management, from relying on single revenue streams or inconsistent marketing companies to neglecting patient engagement. Jessica also discusses funding options, from SBA loans to leveraging personal investments, and warns about the significant challenges of partnerships. Major Timestamps: • 00:27 - Jessica Jones's Unconventional Path to Medical Business Ownership • 01:43 - Non-Physicians Owning Medical Practices: Is It Possible? • 10:49 - From Practitioner to Business Owner: Essential Entrepreneurial Advice • 16:36 - Avoid These Critical Mistakes When Building & Selling Your Practice • 25:57 - The Hard Truth About Medical Practice Partnerships If you're looking to achieve physician autonomy, scale your healthcare business, or understand the nuances of selling a medical practice, this episode is packed with actionable insights! Connect with Jessica Jones: • Website: buildyourcashmedicalpractice.com • LinkedIn: https://www.linkedin.com/in/jessicajonesbuildyourcashpractice/ Connect with Jeff Barnes: • Website: https://www.jeffbarnes.ceo/ • LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #MedicalPractice #HealthcareBusiness #PracticeOwnership #HealthcareEntrepreneurship #PhysicianAutonomy #SellYourPractice #MedicalClinic #BusinessStrategy #PracticeManagement #EntrepreneurialJourney #LocumTenens #CashMedicalPractice #BusinessGrowth #ExitStrategy #JessicaJonesConsulting Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlock Your Business Growth: CEO Coach Reveals Scaling Strategies & The Power of Delegation

Ever wondered what it truly takes to build a thriving business and achieve a successful exit? In this captivating episode of Angels Exits and Acquisitions, host Jeff Barnes sits down with David Miller, a renowned CEO Coach, serial entrepreneur, and "Growth Alchemist," to uncover the secrets behind scaling companies and making strategic exits. David shares his unique "Method and Magic" approach, blending battle-tested frameworks with the often-overlooked human elements of business growth. In this insightful conversation, David, a "southern boy from Knoxville, Tennessee," delves into his journey from an analyst who influenced Warren Buffett to acquire a company, to founding and exiting multiple 8-figure businesses, including a financial services firm and a cannabis company. He explains how his entrepreneurial spirit, initially clashing with corporate management at American Express, led him to build his own successful ventures and later dedicate himself to helping other elite founder-operators. David emphasizes that business success is not just about numbers; it's about an "invisible magic" that transforms good companies into great ones, rooted in trust, energy, and leadership presence. Key Points from the Interview: • The "Method & Magic" of Growth: David's unique methodology combines proven scaling strategies and operational excellence with crucial human elements like trust, energy, and authentic leadership presence, which he calls the "alchemy of scale". He believes that "growth without soul is just numbers on a page". • The Power of Delegation & People: A critical insight for successful scaling and exiting businesses is the ability to delegate effectively and trust your team. David highlights that most challenges are "people problems" and stresses the importance of finding the "right person on the right bus, in the right seat" and letting them work their magic, even detailing the transformative role of a Chief of Staff in his own journey. • Emotional Detachment for a Successful Exit: David shares his personal experience of exiting businesses by learning to "intellectualize the emotions" and objectively view the company from a business perspective, emphasizing that this detachment is vital for making sound decisions. Major Timestamps: • 00:32: David Miller's entrepreneurial journey and background, from Knoxville to corporate America at American Express, and his leap into founding his own firms. • 01:33: Deep dive into scaling and successfully exiting businesses, including his financial services firm (PeachCap) and a vertically integrated cannabis company (Flow Gardens). • 05:13: Unpacking the secret to successful exits: the critical need to separate emotions from business decisions and the power of effective delegation. • 11:25: The pivotal role of key hires, exemplified by David's Chief of Staff, and how such roles enable visionary CEOs to operate at a high strategic level. • 24:53: The fascinating story of how David, as a young analyst, contributed to Warren Buffett's acquisition of Clayton Homes, and his ultimate advice for aspiring entrepreneurs. Connect with David Miller:  Website: alchemyofscale.com  Instagram: @davidmiller.buzz Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #Hashtags: #BusinessGrowth #ScalingUp #Entrepreneurship #CEO #ExitStrategy #Leadership #DavidMiller #JeffBarnes #AngelsExitsAcquisitions #BusinessCoach #WarrenBuffett #FinancialServices #CannabisIndustry #Delegation #BusinessStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices

Infinite Banking & Passive Income: How This Ex-Financial Advisor Quit Wall Street to Build True Wealth

What if everything you’ve been told about wealth is backwards? Russ Morgan escaped the Wall Street trap and built over $50K a month in passive income—without stocks, without a 401(k), and without playing by the system’s rules. In this episode, he reveals the blueprint that the financial industry doesn’t want you to see—and how knowing your ‘Investor DNA’ could be the key to your freedom. Tired of the traditional financial treadmill? Discover how Russ Morgan, founder of Wealth Without Wall Street, escaped the Wall Street grind and built over $50,000 a month in passive income in less than two years!  Join us as Russ shares his journey from a Certified Financial Planner to a master of passive income, detailing how he helps people become better investors and truly understand their "Investor DNA". Learn why he believes the traditional Wall Street model is designed to separate you from your money, not to create wealth for you. Key Points from This Episode: Redefining Financial Freedom: Russ and his company define financial freedom as when your passive income exceeds your monthly expenses, allowing you to live without working. He emphasizes that traditional investment avenues like 401ks or IRAs, while tax-reducing, can postpone your ability to reach this goal by locking away your money. The Power of Investor DNA: Discover why understanding your unique "Investor DNA" is crucial for successful investing. Russ explains how aligning your investment choices with your personality, like his "Influencer Driver" profile that enjoys operational oversight without day-to-day tasks, can significantly accelerate growth and enjoyment, leading to substantial passive income. Infinite Banking as a Game Changer: Russ reveals how the concept of "Infinite Banking" introduced to him by mentor Nelson Nash, was instrumental in his own financial transformation. He highlights how this strategy, involving cash value life insurance, provides access to capital for investments, showcasing how all his assets were acquired by borrowing against life insurance cash values. Timestamps: 00:27 - 02:00: Russ Morgan's background, founding Wealth Without Wall Street, and his mission to achieve financial freedom. 03:44 - 07:10: How Russ shifted to creating passive income from $2,500 to over $50K/month in less than two years and why traditional work wasn't fulfilling. 07:19 - 11:00: Deep dive into "Investor DNA" – what it is, how it differs from traditional risk assessments, and how it helps narrow down investment opportunities. 21:23 - 26:20: The profound impact of Infinite Banking on Russ's life and how it helped him access capital for his investments, overcoming the "biggest obstacle to financial freedom". 26:56 - 31:30: The "Passive Income Operating System" and the step-by-step framework to becoming an expert investor, including the "Iceberg Question" for due diligence. Connect with Russ Morgan and Wealth Without Wall Street: Website: WealthWallatWallstreet.com Community (Free): WealthWallatWallstreet.com/angelinvestors Connect with Jeff Barnes: Website: https://www.jeffbarnes.ceo/ LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #PassiveIncome #FinancialFreedom #InvestorDNA #WealthWithoutWallStreet #InfiniteBanking #Entrepreneurship #RealEstateInvesting #FinancialPlanning #MoneyMindset #WealthBuilding #FinancialEducation #InvestmentStrategies #BusinessOwner #Cashflow #FinancialIndependence Learn more about your ad choices. Visit megaphone.fm/adchoices

80% of Business Owners Regret Selling—Don’t Be One of Them!

80-85% of business owners regret selling their company within a year – don't let that be you! Discover the strategic secrets to exiting your business on your terms and achieving true financial freedom. In this insightful episode, Jeff Barnes sits down with Joe Lopresti, a seasoned wealth management expert with over 40 years of experience. They dive deep into the intricacies of strategic wealth planning and business exit strategies for business owners, highlighting common pitfalls and how to avoid them. Joe shares valuable insights into the fractional family office concept, a tailored solution designed to provide coordinated advice and overcome the challenges many business owners face when transitioning out of their businesses.  The conversation emphasizes the critical importance of creating a lifetime cash flow plan to ensure financial freedom post-exit and how to maximize your business valuation by understanding buyer perspectives and reducing owner dependency. Learn how to navigate your personal and business planning with a unified approach, ensuring your legacy and financial security. Key Points from the Interview: Coordinated Advice is Crucial: Many business owners struggle with disjointed advice from various advisors; a fractional family office provides a unified approach to personal and business planning, integrating all aspects of wealth management and business planning. Maximize Business Valuation: To secure a successful business exit, it's essential to understand how buyers value a business. This involves focusing on reducing owner dependency, developing a strong competitive advantage, and establishing predictable recurring revenue streams to enhance business value. Plan for Life After Business: Creating a lifetime cash flow plan is fundamental for achieving financial freedom and purpose beyond the business. This strategic planning helps to mitigate tax mitigation liabilities during and after a liquidity event, ensuring a smooth personal transition and legacy preservation. Major Timestamps: 00:00 Introduction to Wealth Management and Business Planning 02:20 The Importance of Coordinated Advice for Business Owners 07:04 Understanding the Fractional Family Office Concept 11:47 Navigating Life After Business Ownership 17:07 Enhancing Business Valuation for a Successful Exit Connect with Joe Lopresti:  Book: exitbydesignbook.com (Download a free ebook version)  Wealth Management: Arlington-Wealth.com Linkedin: https://www.linkedin.com/in/joeloprestiria/ Connect with Jeff Barnes:  Website: https://www.jeffbarnes.ceo/  LinkedIn: https://www.linkedin.com/in/jeffpbarnes/ #WealthManagement #BusinessExitStrategy #FinancialFreedom #BusinessOwners #FractionalFamilyOffice #BusinessValuation #StrategicPlanning #TaxMitigation #AssetProtection #SuccessionPlanning #Entrepreneurship #BusinessGrowth #LifetimeCashFlow #SellYourBusiness #ExitByDesign Learn more about your ad choices. Visit megaphone.fm/adchoices