Making The Deal: Frameworks For Transactions

In this episode of MTD, Joe and Shawn sit down with Fernando Angelucci, Founder of SSSE, for an enlightening conversation on how he built a $250 million portfolio of self-storage facilities. From the risky way he sourced his seed funding, the multiple pivots he had to make in asset strategy, to the truly unique way he raises money for his investments, this is a story that is not to be missed. Fernando also talks about some of the benefits of investing in the asset class. He even gives out his ACTUAL PHONE NUMBER.

Enjoy this masterclass on the entrepreneurial spirit.

Michael Luzi, from BenePro, joins the pod! On this episode, Mike talks everything employee benefits. What they are, how they drive costs, how business owners and HR managers can contain costs, and the various options that are available to employers. One size certainly doesn't fit all so Mike digs in to talk about how owners can use employee benefits to maximize profitability and their exit.

Joe and Shawn connect with a friend of the podcast, Christopher Bommarito, who founded Castor Engineering. Chris shares his journey from MBA to work in the airline industry and PE. This experience led him down the path of founding his own company. We discuss his background, the entrepeneur's itch and how he manages growth as an owner.

Joe and Shawn are joined by Matt Allison of World Insurance Associates to discuss trade credit insurance and how it can be used to protect against client payment issues as well as be utilized for growth. They cover the rise of bankruptcies and why this tool is so effective in challenging times.

On this episode of MTD, Dylan Straka - Head of Fractional CFO at Mid-States Advisors, joins Shawn and Joe to discuss Fractional CFO and the benefits to owners going through a cash crunch, experiencing growth, and executing on transactions. From working with privately held companies, to joining a family office and getting true family office training, to his pivot to fractional CFO Dylan brings great insights into how he can help companies execute. It's a great listen and one to be enjoyed by any growing company.

Joe & Shawn return for the 2026 season! They kick it off with an engaging conversation with Chris Meso, a founder with multiple successful exits before founding T Rex Advisors. At T Rex Advisors Chris now uses first hand experience, along with proven coaching systems, to guide other founders and owners in his role as a strategic business coach.

Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his team support the employee part of a transaction. Developing a communication and execution plan, actioning that plan and having important checkins throughout are the major comonents of a succesful transaction.

In episode 16 of MTD, Shawn and Joe discuss an important part of deal making: Networking. Whether finding deals to work on or bringing the deal to a close having the network to make that happen is a crucial part of the process. Shawn and Joe discuss how and where they network and also how to be comoftable in a networking scenario. Enjoy

Shawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences in expertise make being informed of what type of capital is out there - an important part of a funding process.

In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part of a transaction. We dig into this topic and more in Episode 14 of MTD.