TDJ Equity Funding Insiders Podcast

The transition from W-2 employee to business owner brings unexpected financial challenges that many entrepreneurs aren't prepared to handle. While most business owners dutifully secure a CPA for tax preparation, they're missing a crucial piece of their financial team: a dedicated financial advisor who can transform their business cash flow into long-term wealth.

Financial experts Sean Williams and Rachel Walker r...

Have you ever felt like your business money and personal money are in a constant tug-of-war, leaving you stressed and stuck in the middle? This revealing conversation with money coach Teddy Nguyen tackles the emotional and practical sides of managing finances as an entrepreneur.

Teddy, who founded Lion Lamb Money after transitioning from social work to financial coaching, shares candidly about his own journey of unlearning...

What if your business faced a catastrophic event tomorrow? Would your insurance truly protect you? According to shocking statistics, around 40% of small businesses never reopen after a disaster strikes. This sobering reality formed the cornerstone of our eye-opening conversation with commercial insurance experts Kristen Lonergan and Aaron Flores from Champion Commercial Insurance.

The discussion revealed critical blind spo...

Have you ever dreamed of owning a business without starting from scratch? The world of franchising offers exactly that opportunity, but there's much more to it than most people realize. 

Franchise consultant Rudy Farico pulls back the curtain on this powerful business model, revealing that franchising extends far beyond the fast-food restaurants most associate with the industry. With 34 years of experience and over 90...

Banking might seem like a simple matter of opening an account and making deposits, but the reality for business owners is far more complex—and getting it wrong can cost you dearly. This eye-opening conversation with banking veteran Demetrius, who brings 24 years of experience across credit unions and traditional banks, reveals critical insights that could save your business from financial and legal headaches.

The most star...

Imagine unlocking thousands of dollars in tax savings and improved cash flow from your commercial property while positioning yourself for better loan terms. That's exactly what cost segregation can do, yet most small business owners have never heard of this powerful financial strategy.

In this eye-opening episode of TDJ Equity Funding Insiders Podcast, host Jacqueline Jackson welcomes Sarit Patel from Sahan Consulting...

Navigating the world of property financing can feel like wandering through a maze without a map. That's why we brought in mortgage broker Rhonda Hutchison, owner of Envision Home Lending, to shed light on the often misunderstood differences between mortgage brokers and loan brokers.

The conversation reveals a crucial insight many borrowers miss: working with a mortgage broker gives you access to multiple lenders inste...

The invisible gatekeepers to your business loan approval might not be who you think. While you're perfecting your business plan and financial statements, lenders are silently evaluating something you may have overlooked entirely: your digital presence.

This eye-opening conversation with digital marketing expert Gerald Bass reveals exactly how loan officers and underwriters scrutinize your online footprint before decid...

The silent roadblocks preventing women entrepreneurs from accessing capital aren't always what you think. While structural barriers exist, the psychological and cultural hurdles often prove more challenging to overcome.

Shannon Lee Reynolds, change leadership consultant, brings powerful insights from her banking and accounting background to unpack these hidden challenges. "Women are nurturers by nature," she...

Insurance might not be the most thrilling topic for real estate investors, but as Harrison Henson of Goosehead Insurance reveals, it can make or break your investment success when disaster strikes. This eye-opening discussion cuts through insurance confusion to deliver essential knowledge every property investor needs.

Harrison expertly breaks down the critical differences between homeowners policies and dwelling policies,...

Ever wondered how mediation can transform your business conflicts into opportunities for growth? Join us as Dana Garnett, the founder of Mindful Strategy, unpacks the crucial distinctions between mediation, arbitration, and litigation. Dana reveals how mediation serves as a proactive, cost-effective approach to conflict resolution that can save your business from the pitfalls of litigation. With real-life examples and actionable ad...

Unlock the secrets to a fortress-like cybersecurity strategy as we sit down with Peter Gailey, the powerhouse behind Gailey Solutions, who comes armed with four decades of tech expertise. As your host, I promise that you'll walk away with a clear blueprint for assessing your company's vulnerabilities and implementing a programmatic defense that's easier said than done. We'll dissect the delicate balance between ...

When the unforeseen strikes, how resilient are your family and business? Cindy Alredge, a generational family planning specialist and best-selling author, joins us to unravel the complexities of emergency planning for business owners, a topic that tends to take a backseat until it's too late. Her touching personal narrative, stemming from the impact of her ex-husband's stroke on both their family and business, serves as a...

Unlock the secrets of asset-based lending with Chad Skelton, our Texas real estate investment luminary, in a candid conversation that will transform your understanding of funding strategies. In an enlightening exchange, we navigate the nuances of hard money lending versus private equity funding, stripping away the myths to reveal the core principles that drive successful real estate investments. This episode isn't just about l...

Unlock the mysteries of commercial real estate investment with Texas's own Don Zelezny, who shares a treasure trove of insights on the significant contrasts between commercial and residential markets. Ever wonder how a seasoned realtor navigates the complex arena of cash flows, market analyses, and investment viability? Don has the answers, and in our engaging conversation, he unveils the specialized tools of the trade like Co...

Unlock the secrets of transforming your business's financial landscape with Brad Garny, a maestro in receivable factoring. Our enlightening chat helps to navigate the nuances of leveraging your company's outstanding invoices for immediate capital, a game-changer for maintaining a cash flow. Brad demystifies the process, showcasing the flexibility that factoring offers—no long-term contracts, no minimum revenue constraints...

Embark on a legal odyssey with the astute Mickey Fox as he dissects the complexities of business acquisitions. Whether you're an entrepreneur aiming to expand your empire or an investor looking to make a strategic play, this episode is your roadmap through the challenging terrain of buying a business. We begin by discussing how to align potential purchases with your expertise and objectives, highlighting the impact of location...

Unlock the secrets to securing your business's financial future as legal expert Mickey Fox joins us to navigate the essential world of contracts. Discover how meticulous agreements lay the groundwork for trust and fruitful financial partnerships in our latest episode. Mickey brings his wealth of knowledge in business and real estate law, detailing the devastating impact of poorly constructed contracts on the lending process. W...

Unlock the secrets of equity funding with legal insight that could save your business from common yet costly mistakes. Join us as we sit down with Mickey Fox, a seasoned attorney with a wealth of knowledge in business, commercial, and real estate law. We tackle the complexities of legal documentation, the backbone of forming partnerships and securing investments. Whether you're eyeing a modest stake or a hefty venture, we shed...