068 | From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason Schappert

What separates a thriving business from one that struggles to stay afloat? More often than not, the answer lies in financial management—both personal and professional. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Schappert, a seasoned entrepreneur who successfully scaled and exited his business with an eight-figure deal. Now, he’s applying his financial expertise to his latest venture, Moola, a cutting-edge financial management tool designed to help business owners gain control of their money, scale smarter, and protect their wealth. Jason shares the hard lessons he learned along the way, including the dangers of putting all your eggs in one basket, how messy personal finances can bleed into business finances, and the strategies that helped him grow and exit successfully. 

This episode is packed with actionable insights on how to scale your business, leverage smart financial tools, and avoid common financial pitfalls that can cost you big in the long run. Jason breaks down the importance of money buckets, real-time data tracking, and AI-driven financial decisions, and why having a financial safety net is more crucial than ever in today’s digital landscape. Whether you’re aiming for a profitable exit or looking for smarter ways to manage and grow your business, this conversation is one you won’t want to miss. 

Key Takeaways: 

• The staggering difference between businesses that succeed and those that fail 

• Why personal financial chaos leads to business financial struggles 

• The power of money buckets for better financial management 

• How outsourcing and automation can help entrepreneurs focus on growth 

• The risks of relying on third-party platforms and why diversification is key 

• How Moola is revolutionizing real-time financial tracking and AI-driven decision-making 

• The importance of knowing your numbers before trying to scale or exit a business

Learn more about Jason: 

Moo.la website

Instagram

YouTube

Episode Resources:

vitalstrategies.com/tax

Resources:   

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Credits:    

Sponsored by Vital Wealth    

Music by Cephas    

Audio, video, and show notes produced by Two Tone Creative 

Research and copywriting by Victoria O'Brien