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The Deal Podcast
The Deal Podcast episodes
- Why Bankers Are The Least Greedy Partner In A Deal
In this episode, we sit down with veteran banker and operator Brady Como for a masterclass on debt, risk, and long-term dealmaking.
With decades of experience spanning commercial banking, business liquidations, oilfield services, and real estate investing, Brady shares lessons most dealmakers only learn the hard way.
This conversation explores:
- Why banks are often the least greedy partner in a transaction
- The real difference between consumer debt and producer debt
- How underwriting teaches discipline in dealmaking
- Why experience collecting money matters more than lending it
- How purpose, patience, and people shape long-term success
- What separates producers from consumers in capital allocation
- Why retirement without purpose is a dangerous idea
This episode is a must-watch for entrepreneurs, operators, investors, and the next generation of dealmakers who want to understand how capital actually works in the real world.
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/47 min - From the Teller Line to the CFO Seat: How Trust Drives Better Deals
In this episode, we sit down with Tim Prevost, a third generation banker who worked his way from shredding paper and serving as a teller to becoming CFO of a community bank.
Tim shares a rare inside look at how deals are evaluated from the banking side, why relationships still matter more than spreadsheets, and how judgment, timing, and trust influence lending, acquisitions, and long-term outcomes.
This conversation covers:
- What commercial bankers actually look for in deals
- How teller-line experience shapes better decision-making
- Why valuation starts with comparable sales, not gut feel
- The parallels between treasure hunting and dealmaking
- Moving from commercial banking into the CFO role
- How banks measure success beyond profit
- Why community banks move faster and think differently
- The importance of trust, follow-through, and doing the next right thing
This episode is for founders, dealmakers, operators, and finance professionals who want to understand how capital decisions are really made.
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/30 min - Putting Private Equity On Chain: The Future of Capital, Liquidity, and Ownership
In this episode, we sit down with Joris Delanoue, founder of Fairmint, to unpack how tokenization and blockchain are reshaping private markets.
Joris explains how Fairmint helps companies put their equity on chain by transforming cap tables into smart contracts, removing unnecessary intermediaries, and unlocking new paths to liquidity while preserving compliance and investor protections.
This conversation covers:
- What it actually means to put equity on chain
- How private company cap tables become smart contracts
- Why over intermediation hurts founders and investors
- The role of transfer agents in a blockchain world
- How tokenization blurs the line between public and private markets
- Liquidity, tender offers, and secondary transactions for private equity
- Why knowledge-based accreditation may replace wealth-based rules
- How regulators, founders, and investors can all win with better rails
This episode is for founders, private equity firms, family offices, investors, and operators who want to understand where capital markets are heading next.
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/54 min - Building a Business on Faith, People, and Patience
In this episode, we sit down with Marvin Travasos, founder of Coastal Pumping Equipment, to unpack what it really takes to build a durable, multi-location industrial business rooted in faith, leadership, and long-term thinking.
Marvin shares his journey from welder to owner, growing Coastal from a single operation into a four-location company serving oilfield, municipal, and disaster-response markets. More importantly, he explains why investing in people, accountability, and culture created real enterprise value.
This conversation covers:
- Building a capital-intensive business from the ground up
- Why learning the trade matters more than chasing shortcuts
- Scaling from one location to four through necessity and execution
- How training and developing people drives long-term value
- Why accountability is the missing ingredient for most owners
- Faith as a leadership foundation, not a slogan
- Building a company that runs without you
- Why patience is the hardest and most valuable skill in business
This episode is for founders, operators, family business owners, and leaders who want to build something real and lasting.
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/58 min - Building a Family Business That Lasts: Marriage, Risk, and Nine Locations Strong
In this episode, we sit down with Jared and Rachel Doise, husband-and-wife founders of Legends Born Grill, a nine location restaurant and bar concept built over more than 20 years in Acadiana.
This is a real conversation about building a business together, navigating risk, staying grounded in values, and choosing sustainability over ego-driven growth. Jared and Rachel share how they balance vision and discipline, emotion and logic, faith and execution.
This conversation covers:
- How a career detour led to building a nine-location business
- Why Rachel’s conservative financial discipline kept the company alive
- How to grow without losing culture or values
- The role of faith, humility, and gratitude in leadership
- Managing risk without chasing scale for scale’s sake
- Why launching people matters as much as launching locations
- How marriage survives pressure when business gets hard
This episode is for founders, family business owners, operators, and couples building something together who want to grow without losing what matters most.
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 - Why Culture, Not Strategy, Determines Whether Deals Actually Work
In this episode, we sit down with Kristine Goebel, founder of Accompany Suite, to unpack the real reasons companies struggle during growth, acquisitions, and exits.
Kristine shares how emotional intelligence, communication, and leadership behavior directly impact profitability, retention, and deal outcomes. Drawing from her experience with Toyota, wealth advisory firms, and middle-market companies, she explains why most operational problems are actually people problems.
This conversation covers:
- Why emotions quietly limit scale and valuation
- How fear, anger, and risk show up in leadership behavior
- The hidden culture risks in mergers and acquisitions
- Why work-life balance is the wrong conversation
- How transparency builds trust before an exit
- What private equity groups often miss during integration
- Why mindset determines whether change actually sticks
This episode is essential listening for founders, operators, private equity teams, and family offices focused on sustainable growth and successful exits.
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 - Selling the Family Business Without Selling Your Soul
In this episode, we sit down with Mike Flash, former co-owner of Dixie Electric, a second-generation family business founded in 1979 and successfully exited after more than four decades.
Mike shares the deeply personal story behind selling a family business that carried his parents’ names, supported generations of employees, and became part of the fabric of the local community. This is a rare, honest look at what happens before, during, and after the sale when legacy matters as much as price.
This conversation covers:
- What it’s like to exit a multi-generation family business
- Why Mike walked away from buyers who wouldn’t protect his employees
- The emotional weight of selling something tied to family identity
- Why most owners underestimate how complex exits really are
- The difference between running a business and selling one
- Life after the sale and navigating the transition from owner to employee
- Honoring legacy through leadership, faith, and giving back
This episode is for family business owners, founders, and operators who want to exit well without compromising values, people, or purpose.
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 - Patents Don’t Create Value. Businesses Do.
In this episode, we sit down with Ted Anthony, a veteran patent attorney with decades of experience advising founders, operators, and acquirers on intellectual property in M&A transactions.
Ted breaks down how patents and trademarks actually function inside real deals and why IP should protect economic value, not be confused with creating it.
This conversation covers:
- How patents show up in middle-market M&A
- Why many founders misunderstand the value of patents
- What buyers look for during IP diligence
- Patent term limits, maintenance fees, and enforcement risk
- Why laddered patent portfolios matter for exit value
- Provisional patents and when to file
- Trademarks vs patents and why they work differently
- Licensing strategies that unlock hidden value
This episode is essential listening for founders, inventors, private equity groups, and advisors navigating technology-driven deals.
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/46 min - How Smart Dealmakers Turn Taxes Into a Strategic Advantage
In this episode we sit down with David Podell, a specialist in advanced tax mitigation strategies for founders, partners, and closely held businesses.
David breaks down how defined benefit and cash balance plans can be used as powerful tools for owners who are paying too much in taxes and want to build personal net worth outside of their business.
This conversation covers:
- How high-performing companies legally reduce six and seven figures in taxes
- Why defined benefit and cash balance plans are owner strategies, not employee perks
- When these plans make sense for exits, buyouts, and succession planning
- How tax mitigation strategies can increase business valuation
- Why CPAs bring in specialists instead of trying to do this alone
- Who qualifies and who should not consider these plans
This episode is for founders, dealmakers, operators, and investors who want to keep more capital working for them instead of sending it to the IRS.
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/37 min - How Smart Exits Eliminate Capital Gains and Preserve Momentum
In this episode, we sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to unpack how founders, investors, and advisors can exit assets without watching 20–50% disappear to capital gains taxes.
Brett breaks down the Deferred Sales Trust and explains how it differs from traditional strategies like 1031 exchanges, why timing and flexibility matter more than ever, and how smart exits preserve momentum for the next chapter.
This conversation covers:
- Why capital gains tax is the biggest hidden cost in exits
- Deferred Sales Trust vs. 1031 exchanges
- How founders, Bitcoin holders, and real estate investors exit strategically
- Why most “passive income” strategies still trap owners
- How exit planning impacts legacy, estate taxes, and family wealth
- Why solving tax problems helps M&A advisors win more deals
This episode is essential for founders, dealmakers, M&A advisors, real estate investors, and anyone preparing for a major liquidity event.
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/16 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…
The Deal Podcast, brought to you by FA Mergers. We're your front-row seat to the strategies shaping today's lower- and middle-market, from the family-run business to the multi-million-dollar portfolio.
Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it's about the people behind the deals—the bold entrepreneurs, the savvy investors, and the dedicated teams who make it all possible. Each episode, we sit down with the real players in the M&A space: from private equity sponsors and family offices to strategic buyers, serial entrepreneurs, and commercial bankers. We’ll also hear from the crucial professional teams on the front lines, including CPAs, tax and corporate attorneys, and wealth advisors, to uncover the blueprints of success.
Our conversations will delve into every facet of the deal lifecycle. We'll explore the art of acquisitions, the science of scaling through bolt-ons, the complexities of divestitures, and the long-term thinking required for portfolio optimization.
This podcast is more than a stage for thought leaders; it's a collaborative hub for anyone looking to build, scale, or prepare for their next chapter. Whether you’re a business owner seeking a successful exit, an investor looking to grow your portfolio, or a professional advisor supporting clients on this journey, our content is designed to be both educational and actionable.
Join us as we decode the deal, one conversation at a time.
Disclaimer:
The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The Deal Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.
Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets.
The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.
Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.