Seth Damski, the visionary behind Old City Investment Partners, curated an extraordinary event – the "Alpha on the Delta" conference. This wasn't your run-of-the-mill finance gathering; picture engaging discussions during the day and epic performances by The Rolling Stones at night. Quite a unique experience, right?

"So if we're really doing our job right, you know, we've gotten to know our investors, you know, really well. Often over the course of years, if not decades."

Key themes included:

1. Effective fund manager attributes

2. Importance of due diligence

3. Seth Damski's career journey

4. Old City's investment strategy

5. Role of placement agents

6. Investor-manager relationship building

7. Alpha on the Delta conference

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Seth's Website: www.alphaonthedelta.com

Seth's LinkedIn: https://www.linkedin.com/in/seth-damski-6833b11/

Old City Investment Partners: https://www.linkedin.com/company/old-city-investment-partners/

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If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Cindy Carrillo is a dynamic entrepreneur and coach dedicated to supporting business leaders and entrepreneurs. From founding a pivotal backup care program to helping companies create boutique benefits, Cindy's career has been marked by a blend of strategic innovation and compassionate leadership.

She's passionate about guiding others through change and transitions, offering a unique immersion coaching experience on her picturesque ranch in Colorado. Her book, "Finding Your Next," delves into overcoming blockers to change and thriving personally and professionally.

"...one that keeps us the most from changing, and that's our willingness to settle because we're fearful of the unknown, we're fearful of failure."

Key themes included:

1. Scaling Challenges in Consulting Firms.

2. Transition from Personal Consultancy to Company Growth.

3. Fear of the Unknown and Failure.

4. Importance of Complementary Teams.

5. Leadership and Strategic Thinking.

6. Entrepreneurial Mindset and Business Growth.

7. Work-Life Balance Solutions for Employees.

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Cindy's Website: https://www.findingyournxt.com/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Adam House, a serial entrepreneur with seven businesses under his belt, knows the dedication it takes to build a thriving startup, often working 100-hour weeks. He advocates for running lean, believing economic constraints steer clear of poor decisions, and emphasizes the need for solid foundations and strategic vision over merely capital.

Adam's personal journey took him from a successful exit at age 32 to fulfilling a lifelong dream in semi-pro basketball, only to return to business with renewed vigor and an eye on innovation in healthcare analytics. His philosophy encompasses the power of vision, the importance of relationships, and learning through doing, ensuring that progress and action are central to any entrepreneurial endeavor.

Key themes included:

1. Importance of Action and Progress

2. Vision Over Capital in Business

3. Critique of "Finding Your Why"

4. Balancing Faith and Fear

5. Mentorship and Advisory Significance

6. Self-Leadership and Role Understanding

7. Testing, Failing, Learning, Iterating

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Website: https://www.houseofbricks.io/

LinkedIn: https://www.linkedin.com/in/adamhousesr/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Surabhi Shenoy is a CEO Coach who helps ambitious tech founders scale their businesses and increase the value of their business to achieve lasting wealth. Her unique coaching approach blends personal and business transformation, drawing on her own experience as a 2x successful entrepreneur with multiple exits.

Surabhi’s journey began in 2005 when she co-founded Tejora Technologies with her husband, Nitin. After his passing in 2017, she took full control of the business during a period of intense personal and professional challenges. Despite the odds, she led Tejora to growth and a successful exit in early 2022.

Through her experiences, Surabhi developed the CEO Mastery framework. This system empowers founders by focusing on vision, strategy, mindset, and skillset, while also optimizing their business for growth through strategic offers, financial management, and efficient operations.

Key themes included:

1. Premium Pricing Strategy

2. Productizing Services for Scalability

3. Value Creation Over Cost Competition

4. Importance of Mentorship

5. Data-Driven Decision Making

6. Business Skill Development

7. Operational Efficiency and Cost Control

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Website: www.surabhishenoy.com

LinkedIn: https://www.linkedin.com/in/surabhi-shenoy-ceo-coach/

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Key themes included:

1. Succession Planning: Founder to Professional CEO

2. Self-awareness and humility in leadership

3. Structured sales and management systems

4. CEO and team transition requirements

5. Nostalgia and ego management

6. Revenue as a business value driver

7. Role of private equity firms

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Website: www.etjadvisory.com

LinkedIn: https://www.linkedin.com/in/mattsharrers/

Email: Msharrers@etjadvisory.com

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

The nation’s top franchise coach and consultant, Adam Goldman, knows that even with well-paying jobs, there is one major problem in Corporate America: you can't pursue your own dreams while working for someone else. Franchising has allowed Adam, a father of three, to achieve his dreams.

Key themes included:

1. Challenges in First Business Year

2. Importance of Franchise Model Adherence

3. Semi-Absentee Franchise Ownership

4. Leveraging Family in Franchising

5. Financing and Investment Considerations

6. Role of Franchise Coaches

7. Service Business Opportunities

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Website: https://www.franchiseadam.com

LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Brian Parks brings decades of expertise in both financial services and SaaS as the founder and CEO of Bigfoot Capital. Prior to Bigfoot Capital, he has honed his skills in various positions across companies, most notably as the co-founder of Brandfolder.

Founded on the principles of stability, support, and partnership, Brian and Bigfoot Capital strive to be a lifeline for SaaS companies, improving their operational health to empower and drive growth. As a founder himself, Brian taps into his own experiences of growth, struggle, and resiliency to guide founders on a path of autonomy in how their companies achieve success.

Key themes included:

1. 1. • 1. Balancing tech development and demand

        2. Pragmatic product development approach

        3. Horizontal vs. vertical market challenges

        4. Raising equity vs. debt funding

        5. Lending criteria and strategic borrowing

        6. Iterative learning and business success

        7. Persistence in driving revenue growth

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Website: https://www.bigfootcap.com

Newsletter: https://www.bigfootcapital.substack.com

LinkedIn: https://www.linkedin.com/in/parksbrian/

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Eric Miller understands the complex emotions tied to wealth creation and management, especially for those in service-based businesses. His empathetic approach acknowledges the guilt and shame that can hinder financial success and the importance of overcoming these barriers for growth and sustainability.

By guiding business owners to make deliberate financial decisions, he helps them build and preserve their wealth effectively. Eric's strategies emphasize proper compensation, investment in growth, and avoiding burnout, ensuring business owners thrive both emotionally and financially.

"There comes a point, I think, in any business where you got to make a decision, am I going to treat this thing as something that has the ability to expand in value? ... because in this universe, you are never going sideways, either going up or you're going down."

Key themes included:

1. 1. • Guilt and Shame in Wealth

      • Decision-Making and Financial Impact

      • Business Growth and Expansion

      • Burnout Challenges and Prevention

      • Business Exit Strategy and Preparation

      • Proper Owner Compensation and Wealth Management

      • Investment Caution Post-Business Sale

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Website: https://econologicsfinancialadvisors.com/

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!