The Millionaire's Lawyer - JP McAvoy

A Little About Bryan Underwood:

Bryan Underwood is the founding Principal of Responsible Residential (“RR”) and President of Responsible Real Estate, Inc. (“RRE”), a San Diego-based real estate investment company. Mr. Underwood started RR & RRE after spending more than ten years in his family business, A-1 Self Storage/Caster Properties, Inc. Responsible Residential is a San Diego-based residential development company focused on middle-income housing. 

Prior to launching RR & RRE, Bryan worked as the Acquisitions Manager for Caster Properties, Inc. A1 Self Storage. Since joining Caster Properties in 2007, Mr. Underwood has played a key role in the acquisition and entitlement of over 1.5MM square feet of Self Storage space with a market value of $200MM. His primary responsibility was to achieve the Caster family’s investment goals. To do this, he led the acquisition team in their efforts to uncover new Self Storage opportunities and negotiate transactions. He worked closely with the construction and development department for initial project cost estimating, site planning, and entitlements. He was the lead underwriter for each project and facilitated escrows and the completion of all due diligence items. 

Mr. Underwood is an active member of the Commercial Real Estate Development Association (NAIOP). He participates in the University of San Diego’s Real Estate Mentorship Program. Mr. Underwood also sits on the board of the Serving Hands International Young Philanthropists, Fellowship of Christian Athletes – San Diego, the Crest Dehesa Harbison Canyon Granite Hills Community Planning Group, the East County Economic Development Council, and is involved with numerous other charities including the YMCA & World of Work. 

Mr. Underwood is a California Licensed Real Estate Broker and holds a Master’s Degree in Real Estate from the University of San Diego, and a Bachelor’s Degree in Management with a concentration in Entrepreneurship from National University. 

Connect with Bryan Underwood:

Website
Facebook
LinkedIn
Instagram

Connect with  your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law

A Little About Jeremy Harbour:

Jeremy Harbour is an investor, entrepreneur, and advisor known for M&A advisory and the creation of the agglomeration model. He is the founder and owner of The Harbour Club, a company that helps entrepreneurs buy and sell businesses. He is also the owner of Unity Group, a private equity firm

Born in the UK, Harbour started a business when he was 14 years old and left school to pursue it further. The business was shut down after nine years. In the 1990s, he owned a telecommunications company and acquired a competitor without cash or debt. 

He later moved to the M&A industry. Based in Singapore, Harbour deals in mergers and acquisitions of small businesses and focuses on building businesses by acquisition and exiting through trade sales or public quotes. He uses an agglomeration model to help small businesses. 

He was the Advisory Director for The Mint National Bank, a DBS Business Class advisor, and Chairman of the Marketing Group, a digital agency. He has been invited to the British Houses of Parliament to advise on matters of business and enterprise. He is also the author of the book – ‘Go Do’. 

Harbour was the Coutts Entrepreneur of the Year runner-up three times

The markets have to crash, ever since COVID the inflation rates have been crazy

Jeremy and JP state that with age comes wisdom, so they aren't panicking as easily

The market's an interesting indicator, Al indicator pre indicator of the rest of the economy and fidelity did an analysis of the most successful portfolios that people held and the most, most successful portfolios belong to dead people

Jeremy notes that the Scale is a value driver in any deal, and as the demand grows, you get bigger and your corporation can scale to the masses

He doesn't use any brokers to handle his deals, everything is off-market

Jeremy feels as though Crypto is a disruptive technology and that it will be a big part of the new economy 

It is the volatility of the crypto space that is probably what has most people hesitant.

Connect with Jeremy Harbour:

Twitter
LinkedIn
Website

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law

A Little About 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.

Kison and JP have both noted that people are now feeling the need to be able to live dynamically, to be free from one location all year round and with the way, the world now works capabilities allow for it.

People have noted that they can buy a house, and when they travel rent it out so they are supplementing the expenses.

Kison Patel's business is helping private corporations buy, sell, and raise market capital to help them maximize their capabilities.

When a corporation goes to buy a new one, it is the initial vision of the corporation that drives it, there is a foreseen strategy, and that is how we can create value.

Kison stresses the importance of doing Due Diligence, and JP can affirm how essential that is.

It is a good idea to be public about a possible deal so that the employees and others do not create their own worst-case scenarios.

Being proactive is a great asset and character trait to have, and is a great starting point from what Kison can help with within the coordination of a deal

Confirmatory diligence is just as important, you want to make sure that some of the workers and employees because some key people may leave and clientele and customers may not be appreciative of that

What motivates Kison is knowing that he is able to provide people with value and that he has been able to continuously increase that capability.

Find your own way of starting from zero, you don't have to do it the way you are told to do it, do it the way that works best for you and the way your mannerisms are.

Kison and JP note how when you have a clear mind and intently listen you will be able to make more meaningful and healthier relationships. Yure able to be a better leader and the life you live will become a happier one at that.

Connect with Kison Patel:

Website
LinkedIn
Facebook
Twitter

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct L

A Little About Ronnie Deaver:

Ronnie Deaver is the CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and helping lawyers convert more potential clients into paid retainers with Google My Business, Google Ads, and Sales Training

In that capacity he created the first 100% guarantee in the industry, offering to pay back everything - even the advertising budget a client has spent - if he can’t make it profitable. That offer quadrupled the client base of NoBull Marketing in three months and it’s still going strong

Ronnie had called in love with Lawyers and how they seem to want to support people at a poor moment in their life

He noted that there was a void for lawyers advertising and gaining attraction to clientele

Ronnie Deaver did the data tracking and noted that on 200 campaigns 60 - 80% of the call volume is attributed to Google My Business

Having Google ads is a better place to try and promote yourself because when people are on Facebook, for example, they are not there for your services - you have to convince them they are needed

If you go to Ronnie, you are hiring a professional to do the Grunt Work that you wouldn't like doing for yourself. Its notes black magic, its not complicated, but it is tedious 

Add in hundreds of keywords, for ex:  a drug crime lawyer is not just drug crime. It's also marijuana, meth, Xanax, and cocaine..

Ronnie Deaver states that a significant and overlooked aspect of the ranking factor is the Google Reviews, they are critical.

Reviews don't have to be from your direct client, it can also be anyone you gave legitimate value to

All roads eventually go to Google My Business, and people will look at that profile before deciding to make contact for even just a consultation at first 

Ronnie Deaver explains to JP that you need to prove to Google that their clientele and users would be happy with where they are directing their traffic

Running a business is like running a marathon, it is not a sprint. Play the long game, especially with the upcoming recession.

You have to be able to run the business how you would like to run the business, you can not do it in a way that makes you miserable because then you won't end up doing it and your business will die

Connect with Ronnie Deaver

Website
Facebook
LinkedIn

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Brandon Schwab:

Brandon has been a serial entrepreneur since the age of 15, he brings 20+ years of operating experience to Shepherd Premier Senior Living since its founding in 2014. He has the vision to improve the senior living industry forever! He wants to provide a better way of delivering quality care that is resident-focused, not bottom-line-focused. Some would call him a disruptor and others would call him a visionary, he prefers to be thought of as a passionate businessman that saw a problem and wholeheartedly pursued the solution. His grandpa Schwab, who meant the world to him, received what he considered sub-par care at one of the "big box facilities" and it broke his heart. He knew there  had to be a better way out there. He didn't find the "better way" until July of 2014 when he discovered it in Orlando, Florida in a small boutique 5 resident cozy home called Sutton Homes. This home inspired him, it opened his eyes or turned on the lightbulb to the "better way". At least he was confused and didn't understand how he didn't know much about boutique senior living although he fancied himself as an experienced real estate investor that co-led an investment club of over 100+ people. He quickly realized that this was his purpose in life,  everything else he’s done left him empty or always seeking more but in reality, it prepared him for Shepherd Premier Senior Living & the boutique senior living niche industry. The industry is currently being led by large corporations with investors to report profit margins as a priority while overlooking the needed care of the greatest generation of residents. Caregiver to resident ratios of 1:15-20 as the national average is unacceptable, it needs to be changed. His boutique senior living model aims to provide 1 caregiver to every 5 residents. A better caregiver ratio directly equates to better care provided to residents.

Brandon was able to turn some real estate that he had into a massive residential facility for the elderly

He was able to note how the passive income was pretty profitable and wanted to expand on that industry

As Brandon Schwab was expanding within his real estate portfolio he noted the senior home industry and noted how cold they felt so he decided to make a difference

Both Brandon Schwab and JP feel like this upcoming economic crash is overdue.

They feel like it would be a great idea to take advantage of the crash and invest in tangible assets.

Take action first, and then figure things out along the way. Sometimes the initiation is the hardest part and overthinking this is the easier thing to do.

Connect with Brandon Schwab:

Facebook
LinkedIn
(847) 380-8624

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Tee Persad:

Tee’s entire professional career has been focused on helping individuals and businesses resolve personal, business, and societal problems. As a law clerk to judges in Civil Court, Criminal Court, Bankruptcy Court, and Family Court had the opportunity to learn from 5 judges, work on hundreds of files, analyzing complex procedural and substantive issues in federal state, and territorial cases, and sit in on complex trials. This experience has given Tee the ability to grasp and analyze complex procedural, factual and legal issues quickly.

Since moving to Florida in 1995 his practice has included representing parties in complex business law cases, class action consumer protection cases (including as certified lead class counsel and co-class counsel), complex family law cases, domestic cases, international cases, and cases involving businesses and government agencies, including foreign governments. He has represented clients in State and Federal Courts in Florida and other States (pro hac vice), and in the Territorial Courts in the U.S. Virgin Islands.

Tee Persad's practice has not only included representing clients in courts. He also represents business in transactional matters, including business growth and development issues, mergers and acquisitions, risk analysis and management, negotiations of deals, real estate purchase and sale, and reorganization issues. As an arbitrator and mediator, including arbitrating and mediating simple and complex cases, Tee is able to use his dispute resolution skills to help his clients resolve conflicts without litigation.

JP and Tee have had a long-standing business relationship as solicitors across the borders from each other.

Tee Persad has founded a Private Corporate Council Program because a lot of legal clients have stuck around over the years for consults and conflict resolution issues that were not legal.

He was able to note that a lot of people have trust in their lawyers and go to them for advice and he wanted to be of service to those, so Tee has partnered with Business Consultants and Mediators.

Seven Major Life Cycles:

1. Personal
2. Relationship
3. Business
4. Family
5. Financial
6. Professional
7. Work

Tee Persad and JP discuss how essential it is to have work-life balance - You need to be mentally, and physically healthy in order for the rest of your life to flourish

A lot of the time people just focus on the product, but they neglect the personnel, the data, the marketing, and even the finances.

One of Tee's favorite authors is Ken Blanchard, who wrote a book called "Leading at a Higher Level"

Another favorite author is Simon Sinek in regards to ones 'purpose'

Tip of Trick!

have a focused purpose. Doesn't matter what it is, but if you focus on something, and block out the rest, you will surprise yourself and everyone else.

Connect with Tee Persad:

Website

Connect with your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law
Website

A Little About Max Sharkansky:

Max Sharkansky, co-founder and managing partner, oversees all aspects of acquisition, disposition, and property analysis for Trion Properties. Since the firm’s founding in 2005, Max has led the acquisition, renovation, and disposition of more than $1,200,000,000 in mismanaged, distressed, or under-valued multifamily assets yielding an average IRR in excess of 25%. Trion currently has over $1,000,000,000 of assets and approximately 5,000 multifamily units in its portfolio. 
 

Max, along with partner Mitch Paskover, initially formed the Company to acquire properties in Los Angeles. Max led Trion in the execution of several acquisitions in the firm's first two years of existence, exiting the portfolio prior to the economic crisis. With cash on hand and no resources tied up in workouts, Max led an acquisition strategy of targeting distressed debt secured by multifamily REO's, which led to the ultra-successful campaign of the acquisition of 20 properties throughout the downturn. Since the recovery, Trion has shifted strategies to the acquisition of value-add properties where value can be created through extensive renovations, hands-on management, and improvement of operating efficiencies. Max's ability to identify and then acquire distressed multifamily properties and his expertise in the marketplace have been instrumental in the success of Trion Properties. 

Prior to co-founding Trion Properties, Max was a Senior Associate at Marcus & Millichap from 2002-2006 where he managed the sale of several million dollars in real estate throughout the United States, specifically in the multifamily arena, elevating him to one of the top-ranking brokers in Los Angeles.

Max graduated from Loyola Marymount University where he earned a Bachelor's degree in Business Administration with an emphasis on Finance.

Connect with Max:

LinkedIn
Website

Connect with  your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law

A Little About Damian Lupo:

Best-Selling Author of a dozen books on personal finance, investment, and retirement strategies, Damion is on a mission to free 1 million people from financial bondage. 

He hosts the Financial Underdogs podcast, ripping conventional wisdom apart for the Main Street investor looking for the truth about money and investing.

Not only has he started 50+ companies, he even founded his own martial art, Yokido®. Damion developed the ultimate investor retirement tool called the eQRP®. His strategy gives individuals total control of their retirement money to invest in real assets like real estate, gold, and crypto.

Connect with Damion Lupo

Website
LinkedIn

Connect with  your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law

A Little about Marsha Redmon:

Marsha Redmon is the secret weapon elite law firms and lawyers have gone to for 20+ years to have a more powerful presence when they speak. During COVID, she has become the go-to expert teaching professionals worldwide how to fix their virtual presence so they can speak with confidence and engage powerfully – to win clients, to have more impact and to own their niche. 

Marsha is a former practicing attorney and award-winning TV journalist. The through-line in her varied career is “there must be a better, faster way to do this.” With practical, hands-on processes, she is the checklist and template queen. Her workshops teach lawyers and executives the speaking skills and a fast messaging process they need for effective Thought Leadership in every scenario: speeches, panels, pitches, media interviews, client summits. 

Marsha practiced law at Gibson, Dunn & Crutcher and was an award-winning consumer and investigative reporter on television in major markets. 

Connect with Marsha Redmon:

Website
LinkedIn

Connect with  your host, JP:

Twitter
Instagram
Facebook
Website
Show:
LinkedIn
Email:  [email protected]
Phone:  1-833-890-8878

THANK YOU TO OUR SPONSOR:
Conduct Law