Angels, Exits, & Acquisitions

Angels, Exits, & Acquisitions

Are you a high-achieving business owner, successful founder, or investor seeking to turn your success into enduring wealth? The Angels, Exits, & Acquisitions Podcast is your gateway to strategies that build, protect, and preserve your legacy. Join host Jeff Barnes, a seasoned entrepreneur and CEO of Angel Investors Network, as he interviews the top 1% of business leaders, investors, venture capitalists, and private equity experts worldwide. These trailblazers share their playbooks for scaling businesses, finding and raising capital, making high-impact investments, and achieving monumental exits. Who Is This Podcast For? ๐Ÿ’ผ Elite Business Owners & Founders of 8-9 figure enterprises who want to: Transition operational success into sustainable wealth creation. Expand through acquisitions, mergers, or franchise growth. Protect and preserve wealth for future generations. ๐Ÿ’ฐ High-Net-Worth Investors ready to: Diversify portfolios with private equity, venture capital, and startup investments. Tap into private investment opportunities with high-growth potential. Learn advanced strategies for preserving wealth and creating a legacy. ๐Ÿ“ˆ Venture Capitalists & Private Equity Leaders aiming to: Gain actionable insights into deal sourcing and capital structuring. Build strategic partnerships to accelerate growth. Discover lucrative ventures and investment opportunities. What Youโ€™ll Get: ๐ŸŽฏ Insider knowledge on scaling businesses to 9-figure valuations and beyond. ๐Ÿ“ˆ Proven strategies for early-stage investing, private equity deals, and high-value acquisitions. ๐Ÿ’ผ Expert advice on navigating capital raises and building investor confidence. ๐ŸŒŸ Inspirational stories from the worldโ€™s top entrepreneurs and wealth creators. Whether youโ€™re expanding your empire, preparing for a profitable exit, or building a legacy, the Angels, Exits, & Acquisitions Podcast delivers game-changing insights to help you thrive in every stage of your wealth-building journey. ๐Ÿ”” Subscribe now to access weekly interviews and exclusive strategies to fuel your success. Your path to wealth, freedom, and legacy begins here! ๐Ÿš€ ๐ŸŒŸ Keywords: #BusinessOwners #WealthCreation #LegacyPlanning #PrivateEquityStrategies #VentureCapitalInsights #Scaling8FigureBusinesses #AcquisitionsAndExits #AlternativeInvestments #PrivateEquityDeals #HighNetWorthInvestors #InvestorEducation #CapitalRaisingStrategies #BuildingGenerationalWealth #EntrepreneurialLeadership #ScalingBusinessEmpires #venturecapital #realestateinvesting #raisingcapital #businessgrowth #growthcapital #investinginstartups #investingadvice #investmentrevolution #startupinvesting #startupinvestor #startupinvestment

Episodes

Infinite Banking & Passive Income: How This Ex-Financial Advisor Quit Wall Street to Build True Wealth

July 7, 2025 โ€ข 37 mins
What if everything youโ€™ve been told about wealth is backwards? Russ Morgan escaped the Wall Street trap and built over $50K a month in passive incomeโ€”without stocks, without a 401(k), and without playing by the systemโ€™s rules. In this episode, he reveals the blueprint that the financial industry doesnโ€™t want you to seeโ€”and how knowing your โ€˜Investor DNAโ€™ could be the key to your freedom. Tired of the traditional financial treadm...
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80% of Business Owners Regret Sellingโ€”Donโ€™t Be One of Them!

June 23, 2025 โ€ข 33 mins
80-85% of business owners regret selling their company within a year โ€“ don't let that be you! Discover the strategic secrets to exiting your business on your terms and achieving true financial freedom. In this insightful episode, Jeff Barnes sits down with Joe Lopresti, a seasoned wealth management expert with over 40 years of experience. They dive deep into the intricacies of strategic wealth planning and business exit strategies...
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Why Traditional Financial Planning FAILS Entrepreneurs (And What to Do Instead)

May 12, 2025 โ€ข 37 mins
Welcome back to Angels Exits and Acquisitions! We are joined by David Flores Wilson, Managing Partner at Sincerus Advisory. Named an Investopedia Top 100 Financial Advisor (2019 & 2020), David is a top financial strategist for entrepreneurs, tech professionals, and business owners. He helps clients build and protect their wealth, optimize business exits, and achieve financial freedom. Drawing on his unique background, including rep...
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Unlock Warren Buffett's Early Secrets: Finding Undervalued Stocks w/ Zack Oliva | Value Investing Masterclass [Undervalued Stocks, Value Investing, Zack Oliva]

May 5, 2025 โ€ข 40 mins
Explore the realm of Value Investing alongside Zack Oliva, a specialist featured on Angels Exits and Acquisitions. Zack, founder of Oliva Partners Management and co-founder of an oil & gas law firm recognized by Inc. Magazine, shares insights gleaned from studying legendary investors like Warren Buffett, Benjamin Graham, and Walter Schloss.ย  Discover his unique approach to finding undervalued opportunities in the stock market, the...
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Are You a Hustler or a Gambler? Unlock Your Entrepreneurial Persona for Business Success [#EntrepreneurialPersonas #BusinessStrategy #SmallBusinessGrowth]

April 28, 2025 โ€ข 40 mins
Welcome back to another insightful episode of Angels, Exits, and Acquisitions! Join us again, as he sits down with Dan Nicholson, CEO of Nth Degree CPAs, best-selling author of "Rigging the Game" and "The Solvable Problemโ„ข," and a four-time CPA Practice Advisorโ€™s 40 Under 40 global accountant. In this powerful interview, Dan shares actionable insights to help entrepreneurs achieve financial certainty by understanding their business...
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Beyond Bookkeeping: Jason Kruger Reveals the Financial Leadership Secrets for Scaling Your Business & Attracting Buyers

April 21, 2025 โ€ข 42 mins
Welcome to another insightful episode of Angels, Exits and Acquisitions! Join us as we dive deep into the crucial aspects of financial analysis, business valuation, and exit strategies with special guest Jason Kruger, Partner at Citrin Cooperman and founder of Signature Analytics. With over 20 years of experience, Jason shares his expertise on transforming businesses through data-driven financial strategies and operational optimiza...
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Unlock Investment Secrets: Daniel Nikic on Raising Capital, Global Markets & Due Diligence

April 18, 2025 โ€ข 32 mins
Welcome back to Angels, Exits and Acquisitions! In this insightful episode with our guest, Daniel Nikic, a global investment research expert and founder of Coherent Research (COHRES). With over a decade of experience and having analyzed over 15,000 companies, Daniel shares his invaluable perspectives on investment analysis, how companies can effectively raise capital, and navigating the complexities of global markets. Key Points D...
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Avoid Retirement Regret: The Essential Guide to Business Exit Planning | CEO Advice

April 17, 2025 โ€ข 38 mins
Welcome back to Angels Exits and Acquisitions! In this insightful episode, weโ€™ve interviewed Adam Koos, President, Portfolio Manager, and Sr. Financial Advisor at Libertas Wealth Management Group, about the crucial aspects of wealth management and business exit planning for entrepreneurs and CEOs. Adam shares his expertise on how business owners can transition their companies for maximum value and prepare for a fulfilling life afte...
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Top Law School Graduate Built a $600M Lending Firm: Risk Management in Real Estate | Ruben Izgelov

March 31, 2025 โ€ข 34 mins
Welcome to another insightful episode of Angels Exit and Acquisitions with Jeff Barnes! In this episode, we sit down with Ruben Izgelov, Co-Founder and Managing Partner of States Capital and We Lend, a national private lending platform. Ruben shares his incredible journey from immigrating to the U.S. with limited resources to becoming a leading expert in real estate investing, having financed over $600 million in assets. Discover t...
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Simple ETF Trading Strategy: 5-12 Trades a Year for Consistent Gains [Passive Income, Technical Analysis, Long-Term Investing]

March 24, 2025 โ€ข 33 mins
Welcome back to another insightful episode of Angels Exits and Acquisitions! Today, we sit down with Chris Vermeulen, founder of Technical Traders, to explore his journey in finance and his unique approach to generating long-term wealth through the markets. Chris shares his fascinating story, from a high school stock market challenge that sparked his interest to the pivotal moments that shaped his current technical analysis-focused...
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Buy a Business with $50K? Harvard Expert Reveals SBA Loan Secrets! [Business Buying, SBA Loans, Owner-Operator]

March 17, 2025 โ€ข 35 mins
In this episode, we interviewed Elliott Holland, a Harvard Business School alumni and business buying expert, about the secrets to successfully acquiring and running small businesses. Elliott shares his journey from private equity to helping everyday investors buy businesses under $5 million using SBA 7A loans. Learn how to navigate the complexities of business acquisition, avoid common pitfalls, and achieve financial freedom throu...
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Skip the Startup: Buy an Existing Business and Retire Early with Fadi Malouf's Acquisition Strategy

March 10, 2025 โ€ข 43 mins
In this episode of Angels Exit and Acquisitions, we interview Fadi Malouf, a serial entrepreneur and investor, about acquisitions, impact investing, and building generational wealth. Fadi shares his journey from overcoming early hardships to achieving success in multiple industries, including health and fitness, software, and real estate. Discover the criteria investors should consider when investing in deals and how to identify op...
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Culture & Coffee: Building a Brand with Values - The Black Rock Coffee Bar Journey

March 3, 2025 โ€ข 45 mins
Join Jeff Barnes as he interviews Jeff Hernandez, the founder of Black Rock Coffee Bar, to explore the incredible journey of building a successful coffee chain. Learn how Black Rock Coffee Bar overcame the challenges of launching during the Great Recession, the importance of a strong company culture, and the power of understanding customer preferences through data. Discover the key principles that drive Black Rock Coffee Bar's grow...
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Unlock Billion-Dollar Growth: Greg Moran's Scaling Secrets

March 3, 2025 โ€ข 38 mins
Unlock the secrets to scaling your company with Greg Moran, a serial entrepreneur who has raised nearly $500M in capital and advised countless high-growth founders. In this episode of Angels, Exits, and Acquisitions, Greg shares his framework, "The Adaptive Innovator," revealing the four essential pillars that separate successful founders from the rest. Learn how to build a resilient business, make smart decisions, and lead your te...
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Ditch the Index Funds: A New Path to Wealth Creation with Private Equity and Real Estate

February 17, 2025 โ€ข 42 mins
Welcome to another episode of Angels, Exits and Acquisitions! In this episode, host by Jeff Barnes where we sat down with Scott Langham and Patrick Lynch from Whitestone Wealth Management to discuss their unique approach to wealth management, which goes beyond conventional methods. They share their insights on alternative investments, risk management, and the importance of finding the right financial advisors. This episode is packe...
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Trading Without Emotion: Anmol Singh on Data-Driven Stock Market Success

February 10, 2025 โ€ข 33 mins
In this episode of Angels Exits and Acquisitions, we interviewed Anmol Singh, a stock market trader and coach with 15 years of experience. Anmol shares his journey from working at prop firms to founding Live Traders, where he coaches and trains traders. They discuss the ins and outs of trading, risk management, and the mindset required to succeed in the stock market. Highlights: Prop Firm Dynamics: Anmol explains how prop firms ...
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From Wall Street to Billion-Dollar Real Estate

February 3, 2025 โ€ข 39 mins
Join us as Jeff Barnes interviews Michael Pouliot, a real estate investor, and entrepreneur, on Angels, Exist and Acquisitions! In this episode, Michael shares his journey from Wall Street to building a billion-dollar real estate portfolio. Learn about creative financing, scaling strategies, and the mindset required for success in real estate private equity. Key Points from the Interview Michael discusses his transition from a Wa...
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Lean Six Sigma & Process Improvement: Design Your Business for Maximum Value | Jason Greer

January 27, 2025 โ€ข 34 mins
In this episode of Angels, Exits, and Acquisitions, we had a very interesting conversation with Jason Greer about business process improvement, lean Six Sigma, and how to leverage these tools to increase business value, identify red flags, and solve problems when investing in or acquiring businesses. Jason shares his journey from Y2K issues to becoming a process improvement expert and discusses how businesses can prepare for a prof...
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Private Investment Secrets: How to Raise Millions in Capital | Real Estate & Business

January 21, 2025 โ€ข 34 mins
In this episode of Angels, Exits, and Acquisitions, Jeremy Dyer, a seasoned entrepreneur shares his fascinating journey from tech sales to becoming a successful capital raiser. Jeremy gives us an overview on his transition from a two-decade career in technology sales to building a capital raising business, and how he successfully raised $45 million. Learn about: The importance of building relationships in selling and investing, a...
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Why Business Owners Sell After Burning Out (The Real Reason)

January 13, 2025 โ€ข 33 mins
Many business owners, particularly founders, have a strong emotional attachment to their companies, which can make it difficult to consider selling. Preparing for a business exit requires both financial planning and personal readiness. It's important to speak with a financial advisor to ensure the sale will provide enough money to replace the owner's income, and to plan what the owner will do after the sale, since many owners exper...
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