Most new businesses fail, and existing businesses often struggle to scale.  Buying business is the solution to both issues because you can get an already-established business that’s cash-flowing and that’s proven itself, and even add it on to your existing business.  During this show Carl Allen maps out the steps to acquire a business to rapidly scale and existing one or buy one instead of starting one from scratch. About Our Guest: Carl Allen is a world-class entrepreneur, investor, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. Carl first earned his reputation during his 16 years on Wall Street working for Bank of America, Hewlett-Packard, Forrester, and Gartner. There he advised some of the world’s largest corporations on investments, mergers, acquisitions, disposals, and restructuring. And he helped hundreds of business owners raise both equity and debt financing. Carl founded Dealmaker Wealth Society (formerly Ninja Acquisitions) because he believes starting a business from scratch is certifiably, BATSH*T CRAZY! He wanted to use his highly specialized skill set to help others realize their dream of self-employment didn’t have to be a long, hard, up-all-night slog with a 96% failure rate in 10-years, according to The E-Myth Revisited by Michael Gerber. Today he is helping thousands of entrepreneurs all over the world buy existing, profitable small businesses that will immediately put money in their pockets. And best of all — he teaches them how to do this without using a dime of their own capital! During this show, we discuss: ● Why buy a business instead of starting one ● Why businesses fail and how to succeed ● Why owners sell their businesses and how you can benefit ● People to speak to before buying a business ● How to use network and brokers to find a business to buy ● The value of buying a business rather than starting one ● Where to find businesses to buy ● How to evaluate whether a business is worth buying ● Types of businesses you can buy if you own a business now ● Ways to use partners to run the businesses you buy ● How to use LinkedIn to find people to run the businesses you acquire ● Questions to initially ask every seller to see if you should buy ● Things to look for when finding someone to run your business Show resources: http://tradewithcarl.com/BCFSHOW http://www.dealmakerwealthsociety.com/

Many people dream of financial freedom, but few people actually obtain it. In this show, Jonathan DeYoe shares with us the tips and path to accomplish the allusive goal of true financial freedom. About Our Guest: Jonathan DeYoe has led DeYoe Wealth Management since 2001, where he and his team work one on one with over two hundred families and foundations. Jonathan and his team teach simple steps to financial success and ways to mindfully overcome emotional and cognitive biases related to money. Jonathan is the founder of Mindful.Money, where he provides keynotes and workshops at conferences and local associations. His team works with businesses to build transparent retirement plan services and financial literacy trainings for employees. Jonathan is passionate about spreading the good news of goal-focused and planning- driven wealth management to help people enjoy better financial outcomes AND happier lives! Jonathan has been a California-based financial adviser for 24 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firms. He’s a contributor on personal finance matters for the Huffington Post, Business Insider, NerdWallet, and MindBodyGreen. He has been featured in the Wall Street Journal and The New York Times. Jonathan is a longtime Buddhist, who has practiced meditation for 25 years. He lives in Berkeley with his wife and two children. During this show we discuss: ● 4 Ps of finance and how to use them to accomplish your financial goals ● How to set financial goals and accomplish them ● How to develop financial plan based on what makes you the happiest ● The thing that makes 401k amazing that you can duplicate with other investments ● How to prevent SB 401(k) from being eliminated due to the falling economic market ● Other options you have to make sure your retirement plan isn’t on hold If your 401(k) is terminated ● Ownership in companies as a key to financial freedom ● How to develop financial goals ● How to plan to reach goals ● Why diversification in investing is important ● Why have a clear retirement goal ● How to develop healthy habits for financial goals ● 5 tips to consider when planning for your retirement finances ● 5 ways to boost my retirement savings ● Why planning becomes harder for this generation Show resources: https://deyoewealthmanagement.com/ https://mindful.money/