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Private Equity Profits episodes
- Ep 32: Creating Streams of Passive Income with Raw Land Investing
Creating Streams of Passive Income with Raw Land Investing
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 032 Mark Podolsky
Armed with $3,000 and no real estate experience, Mark Podolsky bought his first parcels of land in 2001. Now, he is the owner of Frontier Properties, a successful investing company, and has completed more than five thousand lucrative land deals. He is also the founder of geekpay.io, an automated collection system that helps lenders get payments from borrowers without collection headaches.
Having escaped the corporate world and solo-economic dependency himself, Mark works as a coach and mentor to help others achieve their financial freedom goals. He is dedicated to teaching current, relevant, “real-world” investing methods to his students
Listen to this informative Private Equity Profit episode with Mark Podolsky about creating streams of passive income with raw land investing.
Here are some of the beneficial topics covered on this week’s show:
- Leaving the corporate world to make it on your own
- The lack of competition when looking at raw rural land
- The important role a mentor can play in your success
- Investment in raw land as a commodity that has no need of maintenance
- The built-in buyer that comes along with flipping raw land
- The abundance of raw land available in the market
- The sense of gratification that comes along with mentoring others
- How land benefits from an inflationary environment
Connect with Mark:
Links Mentioned:
landgeek.com
landgeek.com/quickdeals
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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20 min - Ep 31: Align Business Advisory Services
Align M&A Advisory
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 031 Dena Jalbert
Prior to launching Align Business Advisory Services in 2010, Dena Jalbert, Founder and CEO, worked for a variety of companies in various financial leadership roles. She spent time with the Big Four accounting firms, where she gained experience in forensic accounting, transaction advisory services and mergers & acquisitions. She also worked for the Tribune Media Company, where she worked closely with the Publisher doing acquisitions of smaller local publications. Her last position with a private equity group, doing acquisition work for HVAC companies, is where Jalbert identified a significant opportunity to apply her skills and knowledge to a different market segment.
Listen to this informative Private Equity Profit episode with Dena Jalbert about what you need to know about the current trends in M&A.
Here are some of the beneficial topics covered on this week’s show:
- The increased M&A activity with essential businesses on the heels of COVID
- The importance of listening and paying attention to all of the opportunities in front of you when selling a business
- Finding the right PE partner who understands and supports your vision
- The differing growth potential between a strategic acquirer versus a financial sponsor
- The ways in which partnering with a private equity partner can put your business on the fast track to greater success
- The unprecedented abundance of capital in the M&A marketplace right now and how to leverage it
Connect with Dena Jalbert:
Links Mentioned:
alignba.com
LinkedIn:
linkedin.com/company/align-business-advisory-services/
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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19 min - Ep. 30: The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives
The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 030 Alina Trigub
Alina Trigub joined the TF Management Group LLC team in February 2021. Alina spearheads marketing and investor relations, as well as education activities. Alina’s expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Through SAMO Financial, Alina and her investors have been able to build an extensive investment portfolio and invest in various commercial real estate. Her passion is to teach others how to build wealth by investing passively.
Alina holds a bachelor’s degree in accountancy from Baruch College, CUNY (City University of New York) and MBA in Finance and Management from Rutgers University. Alina is the founder of the virtual Meetup group named, “The Power of Passive Investing through Real Estate”. As part of helping investors to obtain education about alternative investing, Alina offers instructional webinars in collaboration with various administrators of self-directed IRA companies.
Alina is a sought-after speaker, including presentations at the Private Wealth Management Summit, Raising Money Summit, Multifamily Foundation Workshop, Hunter College (CUNY), Stockton University and many other places.
Listen to this informative Private Equity Profit episode with Alina Trigub about the advantages of investing in real estate syndication with its reliable stream of passive income, tax benefits & incentives
Here are some of the beneficial topics covered on this week’s show:
- The gains made from being open-minded and looking at things from a different angle
- The advantages of investing in tangible assets
- The security of real estate investing in an unpredictable world
- The importance of involving your succeeding generations early in regard to your financials to strengthen your family’s legacy
- Doing the best job possible for your clients by understanding their goals, background, and motivations
- The tax advantages of investing in real estate
Connect with Alina:
Links Mentioned:
https://tempofunding.com/
https://www.samofinancial.com/
Email:
Connect with Seth:
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
31 min - Ep 29: Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation
Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 029 AdaPia d’Errico
AdaPia d’Errico is a visionary leader with 20+ years of experience across countries, cultures and both corporate and start-up environments. She’s co-founded businesses, launched brands and redefined industries. A respected thought-leader, entrepreneur and female executive in FinTech, she is the VP of Strategy and principal of Alpha Investing, executive mentor and a powerful transformational speaker. AdaPia lives what she teaches. She is passionate about empowerment from the inside out - from self-mastery to serving the greater good.
Listen to this informative Private Equity Profit episode with AdaPia d’Errico about strategic wealth building through real estate.
Here are some of the beneficial topics covered on this week’s show:
- Finding success by finding your authentic identity as opposed to a constructed external identity constructed for others approval
- Syndication as a form of crowdfunding with a more efficient smaller group of investors
- Facilitating transactions to make an investment a passive experience with high returns for busy clients
- Making investments in people doing good things to make a positive impact on the world
- Taking wealth creation into your own hands to find empowerment
Connect with AdaPia:
Links Mentioned:
https://www.alphai.com
https://www.adapiaderrico.com
LinkedIn:
www.linkedin.com/in/adapia/
Email:
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
27 min - Ep 28: The Keys to Success In Private Equity - Transparency, Integrity, Trust, & People
The Keys to Success in Private Equity - Transparency, Integrity, Trust, & People
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 028 Jordan Tate
Jordan Tate is a founding partner at Scottsdale, Arizona-based private equity firm Montage Partners. Founded in 2004, Montage Partners manages $75M of capital and invests in established, successful companies across North America with $1-5M of EBITDA with a focus on five industries. In his role at Montage, Jordan serves as a member of the board of directors for six of the 10 companies in which Montage is currently an investor. Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. Jordan holds an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors’ degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents’ Organization (YPO) and lives in Scottsdale, Arizona.
Listen to this informative Private Equity Profit episode with Jordan Tate about the keys to success in Private Equity.
Here are some of the beneficial topics covered on this week’s show:
- Investing in people to drive the success of your business
- Focusing on transparency to ensure alignment between client and firm
- The value of a hands-on approach when looking at a company when considering whether to invest in it
- The benefits of investing in companies that have an established culture that promotes an energetic, engaged, and fulfilled workforce
- The pros and cons of a more crowded, competitive Private Equity Industry
Connect with Jordan:
Links Mentioned:
https://www.montagepartners.com/
Email:
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
35 min - Ep 27: Effectively Managing M&A - The Keys to Consistent Success
Effectively Managing M&A - The Keys to Consistent Success
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 027 Kison Patel
Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.
Listen to this informative Private Equity Profit episode with Kison Patel about the keys to effectively managing M&A.
Here are some of the beneficial topics covered on this week’s show:
- Common workflow problems associated with an M&A transaction
- The unique approach that all M&A firms have that leads to a disconnect and lack of standardization
- Developing yourself as a subject-matter expert to build out your distribution network
- The valuable resource of practical knowledge from active practitioners in your field
- The five key areas of a deal’s lifecycle
- The shift from a finance-focused M&A process to a people-focused M&A process
Connect with Kison:
Links Mentioned:
mascience.com
dealroom.net
Email:
LinkedIn: in/kisonpatel
Connect with Seth:
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
48 min - Ep 26: Life's Transitions: Family, Business, and Estate Succession - A Client-First Approach
Generating Streams of Passive Income with Alternative Investments
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 026 Joel Isaacson
For over 30 years, founder, Chairman, and Chief Investment Officer Joel Isaacson has helped clients and their families achieve their financial goals whilst building one of the top wealth management firms in the country. Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors.
Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by numerous publications including Barron’s, Forbes, Worth, and the Financial Times. H has also been named – for seven consecutive times – as one of the “Top Financial Advisors” to the medical profession.
A teacher as well as practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York.
Listen to this informative Private Equity Profit episode with Joel Isaacson about a client-first approach to financial planning for life’s transitions.
Here are some of the beneficial topics covered on this week’s show:
- Differentiating yourself in the world of financial advisement
- How putting your clients first builds a business that lasts for the long haul
- Fee-only financial advisement in the earl days and how it has become a standard today
- Putting the legwork in to understand your client before choosing the investments right for them
- Helping families with critical financial decisions through life’s ups and downs
- The opportunity to be had in areas of uncertainty
Connect with Joel:
Links Mentioned: joelisaacson.com
Email: [email protected]
Connect with Seth:
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
25 min - Ep. 25 Generating Streams of Passive Income with Alternative Investments
Generating Streams of Passive Income with Alternative Investments
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 025 Chris Miles
As founder of Money Ripples, host of The Chris Miles Money Show, and co-author
of the book Entrepreneur on Fire, Chris Miles is a leading authority on quickly
creating wealth by increasing monthly cash flow and creating passive income.
He has shown hundreds of thousands internationally how to free up or generate
tens of thousands of dollars each year! Chris has been featured in US News, CNN
Money, and Bankrate.com and has a reputation for getting his clients fast, proven
results. Many of his clients have the option to retire in less than 5-10 years,
and Chris himself was able to retire twice by age 39! Chris’s passion is helping
entrepreneurs, and high-income employees become financially prosperous by
finding and fixing their money leaks and creating passive income.
Chris and his family live in Utah but enjoy escaping to warmer weather during
the winter months. In addition to helping his clients increase their cash flow,
Chris is a talented ballroom dancer, choreographed ballroom dance routines for
Utah Valley University, and got 5th place in his third-grade spelling bee.
Listen to this informative Private Equity Profit episode with Chris Miles generating streams of passive income with alternative investments.
Here are some of the beneficial topics covered on this week’s show:
- Looking outside of Wall Street and in the direction of alternatives to create cash flow
- Real estate as an alternative investment
- The tax burdens associated with traditional investments
- How the right kind of financial advisement can reduce your taxes significantly
- Aligning your financial goals with the timeline you want to make passive income
- In the world of alternative investments, there is something for everybody
Connect with Chris:
Links Mentioned: moneyripples.com
Email: [email protected]
LinkedIn: in/chriscmiles
Twitter: @chriscmiles
Facebook: https://www.facebook.com/moneyripples/
Connect with Seth:
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
30 min - Ep 24: Fire Your Banker, the Secrets of Self Banking
Fire Your Banker, the Secrets of Self Banking
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 024Mark Willis
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.
Mark is a certified financial planner, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.
As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.
Listen to this informative Private Equity Profit episode with Mark Willis about the secrets of self-banking.
Here are some of the beneficial topics covered on this week’s show:
- Debt as a tool that can help minimize or eliminate your income tax
- Understanding how your money is working for you and creating the best environment for it to do so
- Taking control of the banking function in your life to make your money work for you in the most positive ways
- The secret weapon that is whole life insurance and how to leverage it into more financial assets
- Reducing risk with a mixture of risk-free assets and speculative assets
- How to eliminate taxes from your financial life
- The exciting frontier of private equity and how it offers fun and custom ways to grow wealth
Connect with Mark:
Links Mentioned:www.lakegrowth.com
Email:[email protected]
Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter:https://twitter.com/LakeGrowth
Facebook: https://www.facebook.com/lakegrowth
Instagram: https://www.instagram.com/notyouraveragefinancial/
Connect with Seth:
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
39 min - Ep 23: Financial Advisement During Times of Life's Transitions
Financial Advisement During Times of Life's Transitions
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 023Jennifer Lee
Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives bywriting a family love letter. This led her to write “Squeeze the Juice: Live with Purpose-Then Leave a Legacy.”
Listen to this informative Private Equity Profit episode with Jennifer Lee aboutfinancial advisement during times of life's transitions
Here are some of the beneficial topics covered on this week’s show:
- The benefit of waiting six months to make major financial decisions during times of life transitions
- The importance of a rational sounding board and council advocating for you during times of stress and
- The questions to ask yourself after a transition to plan your financial future accordingly
- What a family love letter is and what it can do for you regarding your financial future and the future of those you love
- The importance of a financial advisor building a relationship of trust and comfort with their client
- Tips for younger generations managing inherited wealth
Connect with Jennifer:
Links Mentioned:
https://squeezethejuicebook.com/
https://www.modern-wealth.com/
Email:
Connect with Seth:
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
Learn more about your ad choices. Visit megaphone.fm/adchoices
35 min
About Private Equity Profits
From the publisher's feed
The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market…
Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.