How to Evaluate a Startup Pitch Deck Like a Seasoned Angel Investor
After reviewing thousands of pitch decks, we can tell you this with confidence: the quality of a pitch deck has almost no correlation with the quality of the underlying business.
February 2, 2026
Direct Indexing for Alternative Portfolios: Custom Beta With Tax Alpha
Direct indexing — owning individual securities rather than funds to replicate an index while harvesting tax losses — has become one of the most significant innovations in public equity portfolio management over the past decade. Firms like Parametric, Aperio (now BlackRock), and Wealthfront have demo
February 1, 2026
Pre-IPO Secondary Market Investing: Accessing Late-Stage Companies Before They Go Public
The traditional path to investing in great companies was clear: wait for the IPO, read the prospectus, and buy shares on the open market. But by the time most companies go public today, they have already captured the majority of their value appreciation in private markets. Companies are staying priv
February 1, 2026
ESG and Impact Investing Returns: Separating the Data From the Dogma
Few topics in investing generate more heat and less light than ESG (Environmental, Social, and Governance) investing. On one side, advocates insist that ESG considerations improve risk-adjusted returns by identifying better-managed companies and avoiding regulatory and reputational landmines. On the
February 1, 2026
The Escape Artist's Playbook: How to Create a Business Worth Buying.
Imagine finally freeing yourself from the daily grind of running your business, not with a whimper, but with a bang—leaving with both financial success and a sense of fulfillment. That’s the power of a strategic business exit, and we're about to dive into the world of buy-sell transactions with insi...
July 7, 2025
From Startup to EXIT: the Playbook for Creating a Business That SELLS
In this episode of Angels, Exits, and Acquisitions, host Jeff Barnes sits down with Brian Fitzpatrick, a seasoned entrepreneur with multiple successful exits in the Fintech space. Brian, the CEO and co-founder of Credible, a company revolutionizing compliance in the cannabis and dietary supplement i...
January 9, 2025
Don't Let Taxes EAT Your Profits!
Did you know that baby boomers are predicted to sell a staggering $10 trillion worth of businesses over the next decade? As this entrepreneurial generation prepares to exit, many are looking for ways to stay involved in the world of business, but not necessarily as operators. They might be thinking ...
January 2, 2025
Don't Get Burned by Equity! Non-Qualified Deferred Compensation Plans: the Safe Alternative
Tired of hearing that equity is the only way to attract and keep rockstar employees? What if there was a better way — a way to offer generous compensation that aligns incentives, fuels growth, and lets you stay in the driver's seat? In an exclusive interview with Christopher Rhyme of the Business Tr...
December 26, 2024
From Broke to Billions: the REAL Founder Mindset Formula for Success
Have you ever hit rock bottom, feeling completely lost and unsure of your next move? Imagine picking yourself up, dusting off the failure, and building not one, but multiple successful companies!That's precisely the inspiring journey of Jeffrey Wald, shared on the Angels, Exits, & Acquisitions p...
December 19, 2024
Automotive Investment: the Insider Secrets You NEED to Know!
In this episode of Angels, Exits, & Acquisitions, Jeff Barnes chats with Mike Allen, Managing Director of Cambria Private Capital, and from Wales Private Holdings and Wales Auto Group in the UK. With a background in mergers and acquisitions, IPOs and de-listing companies Mike has a wealth of kno...
December 12, 2024
Startup Resilience: It's YOU Vs. the Challenge - What's YOUR Move?
You're staring down the challenge. The doubt whispers, \"Are you REALLY cut out for this?\" The pressure mounts. Resources feel scarce. You're facing the rollercoaster of the startup world - but guess what? You're NOT alone. This blog post taps into the hard-won wisdom of Gregory Shepard, a serial e...
December 5, 2024
The Future of Investing: Sustainable Investing Unwrapped
In this post we explore the world of sustainable investing with Eric Rubenstein—a former commodities trader turned climate investor. Based in Houston, Texas Eric has worked with companies like Louis Dreyfus and Citigroup before co-founding New Climate Adventures a venture fund focused on technologie...
November 28, 2024