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Dino Lucarelli shares how 23 years of win-win M&A advisory at Capital Tactics built a reputation-only practice that turns down bad actors and walks away from dirty deals.
Daniel Gonzalez shares how nine years in roofing sales, BNI networking, and 560 YouTube videos helped grow Accounting to Scale into a thriving Miami CPA firm.
Michael Dorf shares how he built City Winery from a 2008 financial crisis pivot, survived COVID by laying off 1,490 people in one day, and why live music and human connection can never be replaced by technology.
Kevin Carlson shares his journey from P&G and Coca-Cola through five investor exits and a Chapter 7 bankruptcy to helping Top to Bottom Business Solutions grow from $600K to $6 million.
Michael Moscarelli shares how he pivoted from radio journalism to VP of valuation at Houlihan Capital, covering digital assets, SPAC opinions, cannabis, and why boutique firms win against much larger competitors.
Brooks Ellis shares how he went from valet to COO, built Evolution Parking into a 100-plus location hospitality brand, and launched RevPass to revolutionize hotel self-parking.
Richard Phillips shares how Crossroads Capital closes deals faster by targeting fewer buyers, eliminating process theater, and managing the irrational human behavior that kills transactions right before the close.
Lil Roberts shares how she built Xendoo into a venture-backed accounting firm, survived COVID by pivoting fast, and just acquired BotKeeper’s AI to reshape an entire industry.
Ryan O’Malley shares how he grew Wendy’s of Bowling Green from a family legacy to 150 restaurants, raised $3 million for adoption, survived COVID with record sales, and built a people-first culture that drives growth.
Randy Wyner of Chronic Tacos shares how he turned a $90K Newport Beach gamble into a 30-plus location franchise built on authentic recipes, street culture, and people-first hospitality.