In what way are you investing time in others’ success? 

In this episode, Jeff and Phil discuss: 

• We all have a platform to do good work.
• Lessons learned from 6 years as an Indianapolis Pacers ballboy as a teenager.
• Preparing in advance and having a plan for your exit.
• The importance of habits, values, and beliefs.

Key Takeaways: 

• Prepare early and ahead of time to prepare your legacy and identity ahead of a sale, exit, or merger.
• Not all ideas and businesses are going to generate high profits, but they can still have a high impact.
• You will receive a lot of “no” answers. They teach discipline, accountability, persistence, and trust in the Lord.
• Be willing to be mentored, and be a mentor.

"Invest in relationships earlier than you think, and it compounds quicker." —  Phil Daniels
 

About Phil Daniels: Phil is an operator-turned-investment banker, with experience as a four-time founder and five-time leader in B2B tech, financial services, and digital health. He’s led go-to-market, culture, M&A integration, and capital formation—experiencing firsthand what it takes to scale and exit.

Now a Partner at ArkMalibu, an investment bank for business owners, he's an advisor to founder- and family-led businesses that are approaching a sale. Phil brings operator insight to every transaction—grounded in the realities of building and selling. He's a two-time Inc. 500|5000 CEO, Entrepreneur Magazine award winner, published author, and former NBA ballboy. 

Connect with Phil Daniels:

Website: https://arkmalibu.com/

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

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw