Today, we have a super fun episode! I met our guest, Jason Weimer, over 5 years ago and had the privilege of getting to know him and his big idea. Jason was in the early stages of founding a PE Firm that was people-centric and that also provided the double-digit returns typical of private equity.

 

The challenge? Jason came from a working-class family that didn’t have a pile of capital for him to “play around with.” Therefore, Jason had to spend tons of time educating himself about investments, risk, and different asset classes. Jason shares how he started Gratus Capital and managed to convince his parents to invest a modest amount of capital with him. Jason treated them as typical investors from day one. 

 

Jason walked us through his whole journey, offering us a masterclass on risk, return, and how to generate double-digit returns through buying, growing, and selling private companies.

 

You will hear how Jason switched gears from real estate and venture capital, finding his true calling in private equity. He believed in it and proved it could deliver returns that would make even Warren Buffet nod in approval. Jason's story of buying Espresso Partners and navigating a sea of challenges to scale it from 15 employees to 55, and then selling it for a whopping eight figures is worth the listen.

And here's why this episode is close to my heart - I've known Jason for years, and I've seen him prove that thinking and treating your company as a financial asset from day one can make a world of difference. His insights on decision-making in the business context are pure gold for anyone trying to create long-term value. I hope you enjoy this episode!

 

WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast

 

What You Will Learn

How to think about risk vs. return as it relates to private equity, real estate, and venture capital. 

How managing your business as a financial asset impacts operational decision making.

The significance of a people-centric leadership style and focusing on service.

How to weather unforeseen challenges, like loosing your largest customer, while keeping the business afloat.

Insights into executing an effective exit strategy that not only rewards you but also takes care of your employees.

 

// Sign up for the Intentional Growth™ Starter Kit: the kit has intro videos on each of the 5 Intentional Growth™ Principles, the Intentional Growth™ Financial Scorecard along with videos reviewing a case study on how to project out the value of your company, and the entire Intentional Growth™ Podcast Library.

 

Bio:

Jason is the founder and managing partner of Gratūs Funds.

Jason’s early inspiration to pursue a career in investments came from his grandparents. Having been through the Great Depression they knew and communicated the value of a dollar. While ne