Lightning in a bottle: Entrepreneurial journeys from idea to exit
35 episodes
Episode 35: A New Year, A New Lens on Pre Sale Planning (Plan Early or Pay Later)
Mar 2, 202642 min
Episode 34: Admiral Jonathan Greenert on Geopolitics and Leadership in Uncertain Times
Oct 3, 202552 min
Episode 33: Inside Washington – OBBB, Trump, Tariffs & Everything in Between
Aug 1, 202546 min
Episode 32: The Shift to Family Office 3.0
May 20, 202543 min
Episode 31: UBS 2025 Global Entrepreneur Report - a glimpse inside the minds of modern founders
Apr 15, 202538 min
Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty
Feb 27, 202532 min
Episode 29: Life after an exit - walking a new path in pink socks
Feb 14, 202541 min
Episode 28: Preemptive Planning Strategies for Founders
Jan 9, 202544 min
Episode 27: The Future of Cybersecurity: Risks, Innovations, and What Business Owners Need to Know
Dec 4, 202443 min
Episode 26: Securing the Deal – The Power of Transaction (R&W) Insurance
Oct 23, 202456 min
Episode 25: Your Business’s Pack-Up Parachute – Key Person Insurance & Buy/Sell Agreements Unpacked
Sep 12, 202437 min
Episode 24: Get your act (Legal) together!
Aug 6, 202448 min
Episode 23: The Debt Sector 101
Jul 8, 202443 min
Episode 22: Navigating Sell-Side Due Diligence to a Deal (Part II): Operational Due Diligence (ODD)
May 30, 202446 min
Episode 21: Navigating Sell-Side Due Diligence to a Deal (Part I): Tax & Financial
May 2, 202443 min
Episode 20: The Blueprint – how to maximize the value of your business
Mar 11, 202449 min
Episode 19: Uncommon Success – Wealth Strategy for Business Owners & Entrepreneurs.
Feb 6, 202439 min
Episode 18: Empowering Women Business Owners
Nov 30, 202331 min
Episode 17: Family Offices 101
Nov 1, 202337 min
Episode 16: Riding the waves - Business Owner Insights Explored
Jul 24, 202339 min
Episode 15: Dealmakers – M&A and Private Markets update
Jun 8, 202338 min
Episode 14: Catching lightning at SXSW (Founder Fast Chats)
Jun 8, 202332 min
Episode 13: Family Succession Planning: How It Works, Why It's (very) Important
Feb 27, 202349 min
Episode 12: How to exit right – Know your options. Plan early.
Nov 21, 202245 min
Episode 11: QSBS is no joke!
Nov 14, 202229 min
Episode 10: How to accelerate the value of your business
Feb 15, 202239 min
Episode 9: Investment Bankers
May 17, 202128 min
Episode 8: The Tax Man Cometh
Mar 4, 202137 min
Episode 7: Philanthropy…be SMART and EFFECTIVE
Feb 3, 202152 min
Episode 6: Understanding your exit options
Jan 19, 202134 min
Episode 5: Tend to your garden, reap what you sow!
Jan 6, 202133 min
Episode 4: Got a buyer? Pay attention!
Dec 22, 202049 min
Episode 3: My company is worth how much?
Dec 8, 202033 min
Episode 2: Stop Procrastinating!
Nov 17, 202029 min
Episode 1
Nov 5, 202020 min