Advisor

Lenny Grant shares how he built a thriving architecture firm from his family room, survived the 2008 financial crisis, merged with RRM Design Group, and built a culture where 85 to 90 percent of work comes from repeat clients.

Patrick Rogers of Elkridge Advisors shares how he built a unique M&A model — getting into deals at 5% down, doubling exit multiples, and creating 1,000 deca millionaires.

Chris Hubble of LuxMed Transition Strategies shares how two open-heart surgeries, a DSO failure, and years in healthcare M&A led him to build a sell-side brokerage for med spas.

Brian Wygle of Help for My Company shares 40 years of corporate fixing — from buying a distressed oil company for $300 to helping owners change the thinking that got them into trouble.

Adam Harris, CEO of CloudBeds, shares how a Brazil pivot built a $15B hospitality platform — plus AI signals, remote parity, and building with purpose over transaction.

Rick Thomas of First Generation Advisors shares what most exit planners won’t tell founders — from confirmation bias and cocktail napkin valuations to the emotional cost of selling something you built with your life.

Kristi May of J&E Business Group shares how she went from 16-year side hustle to full-time business broker — helping sellers exit at 3X profit and buyers find the right fi

Brian Swilling shares how he left investment banking with a three-month-old at home, built a dental-focused wealth practice from scratch, and discovered that empathy is a more powerful competitive advantage than any financial credential.

Jeremy Furtick of NorthStar M&A shares 20 years of deal-making experience — from first-in-history multi-year brokerage title to co-founding a firm one month before a house fire changed everything.

Brent Bardales shares how he built and sold three companies, survived a partner betrayal, and now helps small business owners find hidden profit and plan profitable exits at Rev Your Business.

Dino Lucarelli shares how 23 years of win-win M&A advisory at Capital Tactics built a reputation-only practice that turns down bad actors and walks away from dirty deals.

Kenny Harper shares going from music dreams to Growth Amplifiers business coach—bank account dwindling with kid coming, mindfulness saved him during partner split crisis.