The Deal Podcast

The Deal Podcast

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The Deal Podcast episodes

  • What 18 Months Before Your Exit Should Actually Look Like

    Most business owners are leaving money on the table — not because they're running a bad business, but because they can't prove how good it is. In this episode, we break down exactly what buyers look for and how to build a business that commands top dollar.

    Joshua Wilson sits down with Mark Sims, a former Chief Information Officer and Head of Strategy & M&A at Scott's Miracle-Gro ($4B company), who now helps businesses transact, transition, and transform through his consulting firm Consult MSG. Mark brings a rare generalist perspective — spanning Fortune 1000 consulting, corporate M&A, and private equity due diligence — to help middle market business owners understand how buyers really evaluate their businesses.

    Mark introduces his Five C's of Value Creation framework and breaks down the most common gaps he sees in businesses preparing for a sale. From clean financials to vendor contracts to AI implementation, this episode is a practical roadmap for founders who want to maximize exit value — whether they're 18 months out or just starting to think about it.

    Topics covered:

    • How buyers calculate EBITDA multiples and what moves the needle from 6x to 8x
    • The Five C's: Competitive Positioning, Cash Conversion Cycle, Clean Financials, Concentration Proof, and Capabilities
    • Why most small businesses struggle most with clean and trusted financials
    • How to identify which divisions, geographies, or products are actually profitable
    • The difference between "run the business" and "manage the business" technology
    • Why disorganized data elongates deals and erodes buyer interest
    • How SOPs and vendor contracts expand your buyer pool
    • Practical AI use cases for small and mid-size businesses
    • The "parking lot report" AI technique for high-impact client prep
    • Why being a generalist consultant is a competitive advantage

    🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    39 min
  • "God Whispers" — How Faith Led to a Life-Changing Exit

    What does it look like when faith and dealmaking become the same story? Brandon Robinson — a practicing CRNA turned multi-unit Planet Fitness franchisee — shares one of the most remarkable entrepreneurial journeys you'll hear on this show.

    Brandon built a portfolio of Planet Fitness locations in Louisiana from a standing start, backed by nothing but a $777,000 landlord contribution, a business partner who said yes without hesitation, and an unwavering conviction that God was guiding every step. He navigated a high-stakes franchise acquisition, a failed $1.36M coffee shop, and a make-or-break dinner in Jackson Hole, Wyoming — where a conversation about funeral wishes moved a dealmaker to tears and unlocked a life-changing exit.

    This episode is part spiritual testimony, part M&A case study, and part masterclass in entrepreneurial grit. Brandon shares why he left the security of a medical career, how he found the right attorney, the right business partner, and the right buyer — and why the journey, not the closing check, is what he remembers most.

    Topics covered:

    • Going from CRNA to Planet Fitness franchisee with no franchise experience
    • How a random parking lot encounter launched an entire business
    • Getting into a billion-dollar REIT's space when you have no balance sheet
    • The $777,000 Weingarten tenant improvement deal and what it meant
    • Why he chose his exit partner before hearing the offer price
    • The Jackson Hole dinner story — and the Paul Meyer connection
    • How anesthesia trained him to lead when everything falls apart
    • What it means to leave the comfort of a professional career for entrepreneurship
    • Losing $1.36M in a coffee shop and what he learned
    • Building a legacy, not just a net worth

    🔗 Website: https://www.thedealpodcast.com/ Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    1 hr 50 min
  • The 5 Dimensions of Private Equity Most GPs Ignore

    What if most private equity firms are using AI completely wrong — and leaving massive IRR on the table because of it? Mohamad Chahine has sat in nearly every seat in the deal ecosystem: corporate engineer at Schlumberger, MBA consultant, PE deal team member, operating partner, and now PE tech founder. In this episode, he shares a rare practitioner's perspective on value creation, the trust curve, and why the PE library desperately needs more voices from people who've actually done the deals.

    Mohamad is the author of Private Equity Next and is currently building Meit Trium, a platform developing what he calls "AI Value Readiness Operating Systems" — tools designed not to save analyst hours, but to maximize IRR in ways human effort alone cannot.

    Topics covered in this episode:

    • Mohamad's full-circle journey: engineer → consultant → PE deal teams → operating partner → PE tech founder
    • Why an engineering mindset is actually an asset in private equity
    • How PE firms really view consultants — and when they add vs. destroy value
    • The concept of Total Value Creation and its five buckets
    • EBITDA as a flywheel metric and how to trace value creation to its source
    • What founders need to understand before pursuing PE capital
    • The trust curve: why operating partners should be engaged before acquisition
    • Why most PE tech startups are solving the wrong problem
    • AI as a multiplication tool vs. an efficiency tool — and why it matters to LPs
    • Mohamad's upcoming trilogy: The PE Quarterback, The PE Coach, and The PE Game Plan

    🔗 Website: https://www.thedealpodcast.com/ 

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    53 min
  • The Art of Venture Capital: How VCs Value an Idea

    From sugar cane fields in New Iberia, Louisiana to investing in the next frontier of space technology — Theo Williams' path to venture capital is unlike anything you've heard. If you want to understand how early-stage VC actually works, this episode is required listening.

    Theo Williams is a Partner at Creations VC, a venture capital firm focused on dual-use space technology across data infrastructure, advanced energy, metals and manufacturing, and defense. Before Creations, Theo led portfolio development at Salesforce Ventures — one of the world's most prolific B2B SaaS investors with a $6B portfolio and 500+ companies including Wiz and Anthropic. He also spent time at TIAA/Nuveen managing farmland, timber, and agribusiness investments across a trillion-dollar platform. In this conversation, Theo breaks down the full arc of venture capital — from fundraising and valuation to due diligence and exit — with rare candor and hard-won perspective.

    Topics covered:

    • How a Louisiana upbringing shaped Theo's edge as an investor
    • The VC business model explained simply — how funds raise and deploy capital
    • Why early-stage valuations are art, not science
    • The role of academic researchers and PhDs in VC due diligence
    • How gut instinct can actually be measured and tracked over time
    • What Salesforce Ventures taught Theo about spotting breakout companies
    • The mindset shift required to become a GP and manage other people's capital
    • Why "trust but verify" is the most important lesson from small-town to big-deal
    • How VCs prepare founders for acquisition and work toward a strategic exit
    • What Creations VC is investing in today: space tech, energy, defense, and more

    🔗 Website: https://www.thedealpodcast.com/ 

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    48 min
  • Platform vs. Tuck-In: The Private Equity Playbook Explained

    Most business owners spend years building something great — and almost no time thinking about what comes next. The buyers on the other side? They think about this stuff every single day.

    In this episode, Joshua Wilson sits down with co-host and Kin Capital Partners co-founder Jude David — an M&A attorney turned acquisition entrepreneur who has closed hundreds of transactions and built a portfolio of a dozen companies from the ground up with his own capital.

    Jude pulls back the curtain on how Kin Capital evaluates deals, builds platform companies, structures acquisitions for both sides, and navigates the increasingly crowded and complicated world of independent sponsors. Whether you're a business owner thinking about an exit, a buyer evaluating your first acquisition, or an operator managing a growing portfolio, this episode is packed with hard-won insight from someone who has lived every side of the deal table.

    Topics Covered:

    • What Kin Capital Partners is and how it started with three dudes and a handshake
    • Why Jude went from M&A attorney to acquisition entrepreneur
    • How to evaluate platform businesses vs. tuck-in acquisitions
    • The EBITDA thresholds Jude uses to filter deal flow fast
    • Why manufacturing beats service businesses in an AI-driven world
    • Geographic strategy mistakes in buy-and-build plays
    • The real difference between funded PE firms and independent sponsors
    • Why blind bid processes hurt sellers — and what to do instead
    • The pyramid framework for sustainable business growth
    • Questions every seller should ask a prospective buyer

    🔗 Website: https://www.thedealpodcast.com/ 

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    40 min
  • How He Timed His $230M Exit — Then Did It Again

    He sold his company for $230 million right before oil prices collapsed. It wasn't luck — it was a board meeting. Thomas Chance joins The Deal Podcast to share what 30+ years of building, selling, and starting over actually looks like from the inside.

    Thomas Chance is a serial entrepreneur, engineer, and Louisiana native who built CNC Technologies into the world's largest privately held offshore survey company — 600 employees, 10 offices worldwide, $25M EBITDA — then sold to Oceaneering in 2015 for $230 million. He then spun off and built ASV (Autonomous Surface Vehicles), a pioneering unmanned marine technology company, and sold that to L3 Technologies (now L3Harris) in 2018. His father before him built and sold a landmark survey company in 1991. Now his sons are doing the same.

    Topics covered:

    • Following his father's entrepreneurial path from civil engineer to company founder
    • Building a pre-GPS satellite positioning system in the 1980s (before GPS existed)
    • The emotional reality of leaving a family business after a sale
    • Hiring the people a new acquirer just laid off — and why it worked
    • Growing CNC Technologies to 600 people and the world's largest private offshore survey firm
    • Why a board of advisors (not PE) told him to sell — and why he listened
    • Timing the $230M exit before the 2015 oil crash
    • Carving out the autonomous underwater vehicle division at close
    • Building ASV and selling driverless boat technology to L3 Harris
    • Startup advice: learn the industry first, then go start your company

    🔗 Website: https://www.thedealpodcast.com/ 

    Jude David on LinkedIn: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ 

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast 

    Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    1 hr 4 min
  • He Represented Grammy Artists. Now Doing Reverse Mergers On Wall Street

    What do Grammy-winning songwriting credits, merchant cash advances for the Latino community, and a reverse merger into the OTC markets have in common? They're all part of Yoel Damas' story — and it's one you won't forget.

    In this episode of The Deal Podcast, Joshua Wilson sits down with Yoel Damas — entertainment attorney, Grammy-credited songwriter, and now CEO of a publicly traded revenue-based finance company targeting underserved communities. Yoel breaks down how a chance conversation led him from the music business into the world of merchant cash advances, how he spotted a massive gap in capital access for Latino and minority-owned businesses, and how a random meeting about a vodka brand became the catalyst for a reverse merger into the OTC markets. He's now pursuing a NASDAQ uplisting, and he holds nothing back about what he'd do differently.

    Topics Covered:

    • How the music industry changed from radio gatekeepers to Spotify playlists
    • Why artists lose money without proper paperwork — and how Yoel fixed that
    • The story behind landing an Apple distribution deal in 2006* when 'it was impossible'
    • How a colleague's tip led Yoel to invest in merchant cash advances
    • Why Latinos and gig economy workers were underserved in revenue-based finance
    • What a reverse merger actually looks like from the inside
    • OTC shell companies — the pros, cons, and honest lessons learned
    • The filed NASDAQ application and uplisting process*
    • His father's decade in a Cuban political prison — and why that shapes everything
    • What Yoel wishes he'd done differently before going public

    *2006 (corrected post-recording).

    *Update since recording: Audits for the 2023 and 2024 periods have been completed and publicly announced, and a confidential DRS S-1 has been filed.

    🔗 Website: https://www.thedealpodcast.com/

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast

    Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!


    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    27 min
  • Why Athletes Go Broke (And How This Pro Snowboarder Avoided It)

    What happens when a six-time X Games competitor realizes the athletes he idolizes are losing their homes, battling addiction, and going broke? Dan Brisse made a decision that changed his life — and now he's helping 750+ investors do the same through multifamily real estate.

    Dan Brisse is the co-founder of Granite Towers Equity Group, a private equity firm specializing in multifamily value-add apartments. Before building a real estate portfolio, Dan spent 15 years as a professional snowboarder — competing in six X Games, winning multiple gold and silver medals, and gracing the covers of major action sports magazines. After watching his peers flame out financially, Dan taught himself to invest, built passive income streams, and transitioned into full-time real estate. In this episode, Dan shares the raw story of his journey from living on peanut butter sandwiches in Salt Lake City to running a PE firm with hundreds of investors.

    Topics discussed:

    • How parental support and belief shaped Dan's career trajectory
    • The financial destruction Dan witnessed among elite athletes
    • Discovering passive income and the books that changed everything
    • Breaking down a real multifamily deal: acquisition to exit
    • How Dan's wife becoming a real estate professional saved them $35K+ in taxes
    • The depreciation strategy that took his tax bill from $52K to $17K
    • What Granite Towers looks for in a perfect deal
    • Fixed debt vs. bridge debt and why hold period matters
    • Investor relations best practices: transparency over perfection
    • Why you should never rush into a deal with the wrong partner
    • Ray Dalio's Changing World Order and why inflation is the silent wealth killer
    • The mindset shift from trading time for money to building passive income

    🔗 Website: https://www.thedealpodcast.com/ 

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast 

    Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    39 min
  • Why the Smartest Lawyers Kill the Fewest Deals

    What does nearly five decades of business law teach you about deals, people, and life? Veteran attorney Joe Giglio has spent 49 years in the trenches of business litigation, shareholder disputes, and M&A transactions — and the lessons he's learned go far beyond the courtroom.

    In this episode, Joe sits down with Joshua Wilson and co-host Jude David to share the wisdom that comes from a lifetime of navigating high-stakes business conflicts, mediating shareholder disputes, and advising deal makers through some of the toughest decisions of their careers. From surviving Louisiana's oil and gas depression of the 1980s to building a thriving practice at Lisko and Lewis, Joe reveals how saying "yes" to unexpected opportunities — and knowing when to say "no" — shaped his entire career.

    Topics discussed in this episode:

    • Why the best lawyers listen more than they talk — and how that applies to deal making
    • How Louisiana's 1980s oil crisis forced Joe into business law and transformed his career
    • The single rule Joe follows in every client relationship and why it works
    • Business divorce: navigating shareholder disputes when partners can't agree
    • The Aesop's Fable analogy every deal maker needs to hear before going to court
    • Texas Shootout provisions — how they work and when they backfire
    • How to identify whether someone across the table is trustworthy or a "scorpion"
    • Why your client is always smarter than you in their field
    • The power of in-person meetings to save deals and build trust
    • Mentorship, faith, family, and building a legacy that outlasts your career
    • Joe's priority framework: faith, family, friends, community, and travel

    Whether you're a business owner navigating a partnership dispute, an attorney looking to sharpen your deal-making instincts, or a future deal maker seeking wisdom from someone who's seen it all — this episode delivers.

    🔗 Website: https://www.thedealpodcast.com/ 

    Joshua Wilson on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    YouTube: https://www.youtube.com/@dealpodcast Powered By: FA Mergers https://www.famergers.com/

    📩 Want to be a guest or have a topic suggestion? Reach out via LinkedIn or our website.

    🎧 Subscribe and leave a review so you never miss an episode!

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    1 hr 3 min
  • He Sold His Family Business for Millions, Then Bought It Back 10 Years Later With His Son

    Walter Hidalgo Jr. built a chemical company from scratch in 2001, sold it at the perfect time in 2014 (right before oil crashed from $120 to under $20/barrel), and felt completely lost after the exit. After a detour into the restaurant business, he reunited with his 25-year-old son to relaunch the original brand and this time, they're doing it together.

    In this episode, Walter opens up about the emotional reality of selling a business you built with your own hands, why cold calling strangers has always worked better for him than calling people he knows, and how his son keeps him from chasing every shiny opportunity that crosses his path.

    Whether you're building your first company or thinking about your exit, this conversation is packed with hard-earned wisdom from a serial entrepreneur who's been through the full cycle build, sell, lose yourself, and start again.

    Topics covered: 

    • How he spotted a business opportunity from a customer's truck bed 
    • Selling at the peak (luck vs. preparation) 
    • The identity crisis every founder faces after an exit 
    • Cold calling 101: "A little rejection never killed anybody" 
    • Father-son dynamics: visionary vs. integrator → Why you should stay in what you know after a liquidity event 
    • Advice for the next generation of deal makers


    Guest: Walter Hidalgo Jr.: Founder, Enviro Chem 

    Host: Joshua Wilson

    Co-host: Jude David, FA Mergers

    📩 Got a question for a future guest or want to be on the show? 

    Visit TheDealPodcast.com

    Curious what your business is worth? Request your free valuation at famergers.com

    Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. 

    Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect on LinkedIn:
    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:
    https://www.thedealpodcast.com/contact/

    57 min

About The Deal Podcast

From the publisher's feed

Welcome to a podcast that goes beyond the headlines to reveal the human and financial side of building enterprise value. Hosted by M&A advisor and executive producer Joshua Wilson, this is…