This episode features an in-depth conversation with business advisor and author Jason Hendren about his extraordinary exit journey. Jason shares the raw, real-life experiences behind his book, detailing how he scaled his energy-efficient lighting company, ILP, from a small venture to a highly valuable asset.
The discussion covers:
The initial risk of buying out his original partners using personal assets in 2009.
The power of partnering with private equity, which provided capital, operational expertise (continuous improvement), and mentorship that accelerated his company's growth far beyond what he could have achieved alone.
The crucial difference between being an "add-on" versus a "platform" investment in the eyes of PE.
The financial nuances of "taking multiple bites of the apple"—selling the company twice to different PE firms for increasing valuations.
His biggest regrets and lessons learned, including wishing he had better utilized leverage (debt) to maximize his personal proceeds in the second sale.
Timestamps
00:09,"Introduction: Host Vince Perri introduces Jason Hendren and his influential book, Things I Wish I Knew Before I Sold to Private Equity."
03:22,Company Origin: Jason details his background in manufacturing and starting the energy-efficient lighting business.
05:12,First Buyout (Recapitalization): Jason explains the decision and risk of buying out his original partners in 2008/2009 using personal assets.
09:03,Value of Mentorship: How his advisor helped structure the complex debt financing for the initial buyout.
19:58,First Big Lesson: Jason's regret about being too debt-averse and not using money to invest in growth earlier.
25:27,The Growth: Company grew from $7M in sales (2008) to almost triple that by 2012.
28:08,First PE Approach: The phone starts ringing with investment bankers and PE groups.
30:45,Add-on vs. Platform: Jason learns the crucial difference after the first PE prospect backs out.
34:37,The First PE Deal Closes (2012): The anti-climactic nature of the closing process.
43:03,Life with Private Equity: Jason describes the relationship and the deep operational resources and mentorship provided by the PE firm.
46:17,"""Winning is Fun"": Jason reflects on how the PE partnership accelerated growth (quadrupled EBITDA) through strategic investment and continuous improvement."
53:19,Deciding to Stay: The conversation about whether Jason would stay on as CEO for the second sale.
56:51,"The Equity Structure: Explanation of how the reinvestment and multiple ""bites of the apple"" (multiple exits) work financially."
59:46,The Final Exit: Jason discusses stepping away from the company after the second PE deal.
01:03:16,Final Lesson: Jason's biggest takeaway: wishing he had used more leverage in the first PE deal to maximize the proceeds in the second.
01:04:11,Current Practice: Jason highlights his current role as an exit advisor at Hendren Business Advisors.
Thank you for being a vital part of our channel🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
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https://www.instagram.com/vinceperriofficial/
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===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
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This episode features an in-depth conversation with business advisor and author Jason Hendren about his extraordinary exit journey. Jason shares the raw, real-life experiences behind his book, detailing how he scaled his energy-efficient lighting company, ILP, from a small venture to a highly valuable asset.
The discussion covers:
The initial risk of buying out his original partners using personal assets in 2009.
The power of partnering with private equity, which provided capital, operational expertise (continuous improvement), and mentorship that accelerated his company's growth far beyond what he could have achieved alone.
The crucial difference between being an "add-on" versus a "platform" investment in the eyes of PE.
The financial nuances of "taking multiple bites of the apple"—selling the company twice to different PE firms for increasing valuations.
His biggest regrets and lessons learned, including wishing he had better utilized leverage (debt) to maximize his personal proceeds in the second sale.
Timestamps
00:09,"Introduction: Host Vince Perri introduces Jason Hendren and his influential book, Things I Wish I Knew Before I Sold to Private Equity."
03:22,Company Origin: Jason details his background in manufacturing and starting the energy-efficient lighting business.
05:12,First Buyout (Recapitalization): Jason explains the decision and risk of buying out his original partners in 2008/2009 using personal assets.
09:03,Value of Mentorship: How his advisor helped structure the complex debt financing for the initial buyout.
19:58,First Big Lesson: Jason's regret about being too debt-averse and not using money to invest in growth earlier.
25:27,The Growth: Company grew from $7M in sales (2008) to almost triple that by 2012.
28:08,First PE Approach: The phone starts ringing with investment bankers and PE groups.
30:45,Add-on vs. Platform: Jason learns the crucial difference after the first PE prospect backs out.
34:37,The First PE Deal Closes (2012): The anti-climactic nature of the closing process.
43:03,Life with Private Equity: Jason describes the relationship and the deep operational resources and mentorship provided by the PE firm.
46:17,"""Winning is Fun"": Jason reflects on how the PE partnership accelerated growth (quadrupled EBITDA) through strategic investment and continuous improvement."
53:19,Deciding to Stay: The conversation about whether Jason would stay on as CEO for the second sale.
56:51,"The Equity Structure: Explanation of how the reinvestment and multiple ""bites of the apple"" (multiple exits) work financially."
59:46,The Final Exit: Jason discusses stepping away from the company after the second PE deal.
01:03:16,Final Lesson: Jason's biggest takeaway: wishing he had used more leverage in the first PE deal to maximize the proceeds in the second.
01:04:11,Current Practice: Jason highlights his current role as an exit advisor at Hendren Business Advisors.
Thank you for being a vital part of our channel🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
This episode features an in-depth conversation with business advisor and author Jason Hendren about his extraordinary exit journey. Jason shares the raw, real-life experiences behind his book, detailing how he scaled his energy-efficient lighting company, ILP, from a small venture to a highly valuable asset.
The discussion covers:
The initial risk of buying out his original partners using personal assets in 2009.
The power of partnering with private equity, which provided capital, operational expertise (continuous improvement), and mentorship that accelerated his company's growth far beyond what he could have achieved alone.
The crucial difference between being an "add-on" versus a "platform" investment in the eyes of PE.
The financial nuances of "taking multiple bites of the apple"—selling the company twice to different PE firms for increasing valuations.
His biggest regrets and lessons learned, including wishing he had better utilized leverage (debt) to maximize his personal proceeds in the second sale.
Timestamps
00:09,"Introduction: Host Vince Perri introduces Jason Hendren and his influential book, Things I Wish I Knew Before I Sold to Private Equity."
03:22,Company Origin: Jason details his background in manufacturing and starting the energy-efficient lighting business.
05:12,First Buyout (Recapitalization): Jason explains the decision and risk of buying out his original partners in 2008/2009 using personal assets.
09:03,Value of Mentorship: How his advisor helped structure the complex debt financing for the initial buyout.
19:58,First Big Lesson: Jason's regret about being too debt-averse and not using money to invest in growth earlier.
25:27,The Growth: Company grew from $7M in sales (2008) to almost triple that by 2012.
28:08,First PE Approach: The phone starts ringing with investment bankers and PE groups.
30:45,Add-on vs. Platform: Jason learns the crucial difference after the first PE prospect backs out.
34:37,The First PE Deal Closes (2012): The anti-climactic nature of the closing process.
43:03,Life with Private Equity: Jason describes the relationship and the deep operational resources and mentorship provided by the PE firm.
46:17,"""Winning is Fun"": Jason reflects on how the PE partnership accelerated growth (quadrupled EBITDA) through strategic investment and continuous improvement."
53:19,Deciding to Stay: The conversation about whether Jason would stay on as CEO for the second sale.
56:51,"The Equity Structure: Explanation of how the reinvestment and multiple ""bites of the apple"" (multiple exits) work financially."
59:46,The Final Exit: Jason discusses stepping away from the company after the second PE deal.
01:03:16,Final Lesson: Jason's biggest takeaway: wishing he had used more leverage in the first PE deal to maximize the proceeds in the second.
01:04:11,Current Practice: Jason highlights his current role as an exit advisor at Hendren Business Advisors.
Thank you for being a vital part of our channel🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
In this powerful interview, Vince Perri sits down with María Carmen Ruiz, founder of Psicología María Carmen, to unpack her journey from traditional psychologist to global online coach serving hundreds of thousands.
María Carmen shares how she built a 430,000-follower platform, scaled her business using content, mentorship, and high-ticket offers, and overcame deep fears around public speaking and visibility.
They dive into:
How moving from 1-on-1 therapy to scalable online programs transformed her life
The mindset shift required to charge premium high-ticket pricing
Why entrepreneurship feels like an emotional roller coaster
Relationship and heartbreak recovery lessons from a 20-year psychologist
How to avoid codependency and rebuild identity after a breakup
The importance of having passions, projects & a mission beyond your partner
Using AI + social media to grow impact and business freedom
Handling fear, self-doubt & imposter syndrome as a founder
How she rebuilt after Instagram blocks & hacks — twice
The power of retreats, in-person events & community
If you’re a therapist, coach, creator, or entrepreneur building a personal-brand business — this episode is packed with mindset, business, and personal-growth gold.
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
Every high-performing business has one thing in common: reliability.
Hospitals cannot afford mistakes. Neither can you.
In this episode of Beyond The Claim, Vince Perri sits with Anay Moscu, PharmD, BCPS, BCOP, ACRP-CP, Director of Pharmacy for Outpatient Infusion Centers at Moffitt Cancer Center, to uncover the systems that literally save lives and show how you can use them to scale your company faster.
What you will learn:
• The Stop Error Stack: how hospitals eliminate million-dollar mistakes
• Why every business needs independent checks and hard stops
• The Empathy with Accountability formula for leading under pressure
• How to design checklists people actually follow
• AI tools hospitals use today that you can apply to your business
Chapters:
00:00 Intro: Checklists That Save Lives
01:52 What Oncology Pharmacy Really Does
05:40 How Clinical Trials and Infusion Workflows Operate
09:28 The Stop Error Stack: Eliminating Mistakes
13:35 Clean Rooms, Barcoding, and Validation
17:10 Building Systems That People Actually Follow
21:22 Hiring For Detail And Team Fit
26:45 Balancing Empathy With Accountability
32:12 Getting Buy-In Across Teams
37:44 AI And Automation In Modern Pharmacy
42:55 Translating Hospital Systems To Business Growth
48:05 Life Advice: Be Present And Give Yourself Grace
52:00 Outro And Free Checklist
Guest Contact Links
👩⚕️ Dr. Anay Moscu, PharmD, BCPS, BCOP, ACRP-CP
Director of Pharmacy, Outpatient Infusion Centers
Moffitt Cancer Center | Tampa, Florida
🔗 LinkedIn:
https://www.linkedin.com/in/anay-moscu-pharmd-bcps-bcop-acrp-cp-01088b221
🏥 Moffitt Cancer Center – Pharmacy Services:
https://moffitt.org/for-healthcare-professionals/clinical-programs-and-services/pharmacy/
💉 Moffitt Infusion Centers:
https://moffitt.org/treatments/chemotherapy/infusion-center/
Thank you for being a vital part of our channel🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
SOCIAL MEDIA:
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https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
Async care is redefining healthcare. Dr. Moe explains how lifestyle medicine, virtual care, and AI-driven systems give high achievers true health freedom and sustainable performance.
Meet Dr. Maureen “Dr. Moe” Gibbons — a board-certified physician who left the ER to build a remote-first, lifestyle medicine practice that gives high achievers total health freedom.
In this conversation with Vince Perri, Dr. Moe shares how asynchronous care, coaching, and community outperform the traditional model. She breaks down the mindset shift from clinician to entrepreneur — and how AI and automation can expand capacity while improving outcomes.
What You’ll Learn:
• How lifestyle medicine and async care fit busy high achievers
• Why coaching and community drive real patient results
• Medication as a tool for focus and long-term health
• How to price cash-pay care that patients actually accept
• Labs from home, urgent care via text, and monthly touchpoints
• Where AI adds capacity without adding staff
• What “health freedom” really means for ambitious people
Chapters
00:00 Introduction to Dr. Mo and her vision
03:06 The evolution of Active Medical Solutions
05:56 Personal journey and the impact of medication
08:53 Shift from emergency medicine to lifestyle medicine
11:53 The role of medication in health management
14:39 The concept of health freedom
17:53 The unique approach at Active Medical Solutions
20:41 Community, education, and coaching
23:31 The future of AI in healthcare
26:24 Navigating business challenges
27:45 Streamlined patient onboarding
28:46 Understanding men’s performance needs
30:17 Holistic approach to health
32:09 Patient engagement and involvement
33:47 Addressing perceptions of telehealth
34:56 Affordability and value
36:16 Managing food addiction and weight
38:31 Hunger and fullness cues
40:05 Medication in long-term management
42:05 Future goals and physical challenges
Guest:
Dr. Maureen Gibbons (“Dr. Moe”)
🌐 amslifestylemedicine.com | drmoecoaching.com
📧 support@drmoecoaching.com | 📞 239-427-1553
Instagram: instagram.com/drmoegibbons | instagram.com/amslifestylemed
TikTok: tiktok.com/@drmoegibbons
LinkedIn: linkedin.com/in/doctormoe
YouTube: https://www.youtube.com/@UCaIhu6h5IgU1dK8kt5WMQvQ
About the show
Beyond The Claim helps entrepreneurs, contractors, and service pros master leadership, marketing, sales, and systems so they can grow with less stress.
📘 Get the VCR Roadmap → https://vincesellsbusinesses.com/vdp-get-roadmap
🧭 Take the Exit Readiness Assessment → https://vdp-exit-readiness.scoreapp.com
Sponsor
Try Jobber with a free trial and get 20% off 6 months — https://go.getjobber.com/vinceperri
Thank you for being a vital part of our channel🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
SOCIAL MEDIA:
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https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
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===========================
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TAGS: #healthfreedom #asynccare #lifestylemedicine #telehealth #beyondtheclaim #vinceperri #DrMoeGibbons
Learn how immigrant founder Jonathan Lamer raised $8M, built 5 startups, and scaled across borders without any tech background.
Jonathan Lamer’s story proves that you don’t need a Silicon Valley background to build something big.
From Quebec to Miami, he’s raised over $8 million, built five companies, and helped founders worldwide launch in the U.S.
In this episode of Beyond The Claim, host Vince Perri uncovers Jonathan’s real founder playbook on how to build fast, validate faster, and scale globally without burning out or giving up control.
💡 What You’ll Learn
-How to raise capital as a non-technical founder
-Bootstrapping vs VC funding — what really works in 2025
-How to test offers and validate markets in weeks
-The truth about international expansion and scaling
-Why resilience and speed outperform experience every time
Chapters:
00:00 How did an immigrant founder raise $8M with no tech skills?
08:22 What makes U.S. entrepreneurship different from Canada?
15:45 Why do most business partnerships collapse?
23:18 How can you validate your business in under 12 months?
33:07 When is VC funding smarter than bootstrapping?
41:10 What do investors really want to see in 2025?
48:45 How do founders break into the U.S. market successfully?
🎯 Guest: Jonathan Lamer – Founder, Cohesive Lab
🌐 Website: www.cohesivelab.com
📸 Instagram: https://www.instagram.com/jonathanlamer
💼 LinkedIn: https://www.linkedin.com/in/jonathanlamer
🎙 Hosted by Vince Perri
Subscribe to Beyond The Claim Podcast for new episodes every Monday & a solo show every Wednesday.
#StartupFunding #NonTechnicalFounder #BeyondTheClaim
Thank you for being a vital part of our Channel 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
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===========================
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===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
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🔊 Apple Podcasts: https://apple.co/3sbjPIs
If you're a contractor or home service pro tired of wearing every hat in your business, this episode is for you.
In this week’s Beyond The Claim, Vince Perri sits down with Brandon Smith, CEO of New Vision Projects and host of The Open Concept Podcast. Brandon reveals how he turned a small contracting startup into a systemized, scalable company that thrives without chaos — even after cutting half his staff.
Learn how he built a management model that wins high-end clients, how to train project managers to estimate and sell, and why loyalty in business isn’t what you think it is.
If you’re ready to scale your construction company — without burning out — hit play.
📍 Guest Info:
Brandon Smith
CEO – New Vision Projects
Email: bsmith@newvisionprojects.com
Website: www.newvisionprojects.com
Instagram: @buildwithbsmith | @newvisionprojects
YouTube: The Open Concept with Brandon Smith
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
VIDEO CHAPTERS
00:00 – Espresso vs. Saki & Introductions
01:06 – How Brandon Started New Vision Projects
03:00 – Leaving the Golden Handcuffs Behind
09:00 – Why Not Everyone Should Be an Entrepreneur
15:00 – The Shift to a Management Model
21:00 – Pre-Construction Process: How It Really Works
27:00 – Estimating and Project Management Accountability
32:00 – Subcontractor Systems That Actually Work
38:00 – Gross Margin Reality Check for Contractors
46:00 – From Commercial to Residential: Lessons Learned
56:00 – Scaling Up Without Losing Control
1:00:00 – Strategic Acquisitions & The Future of Contracting
1:05:30 – Final Thoughts + Guest Info
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
#BeyondTheClaim #VincePerri #BrandonSmith #NewVisionProjects #ConstructionBusiness #ContractorGrowth #CustomHomeBuilding #HomeRenovation #ProjectManagement #PreConstruction #Estimating #Subcontractors #SystemsAndProcesses #SOPs #Leadership #GrossMargin #ScalingABusiness #AcquisitionEntrepreneurship #HomeServices #Entrepreneurship
Welcome back to Beyond the Claim with host Vince Perri, your business broker and exit strategist. Today’s guest is Claudio Vilas, a roofing business broker and owner of The Roofing Biz Broker. We break down exactly how to sell a roofing company for maximum value, what really drives roofing valuation and EBITDA multiples, why private equity loves fragmented blue-collar industries, and how rollups, ESOPs, and the “second bite of the apple” can change your life at exit.
Inside, Claudio shares the biggest deal killers he sees in due diligence, how to prepare your books the right way three years before a sale, owner-dependency traps, what to disclose and when, and why telling your management team early can actually de-risk the deal. We also cover customer concentration, the problem with insurance-heavy revenue, and how predictable marketing and sales engines earn better multiples.
If you’re in roofing or insurance claims, this is a masterclass on exit planning and M&A strategy. Grab the free “Roofing Exit Readiness Checklist” mentioned in the episode and get serious about value creation starting today.
Guest Bio
Name: Claudio Vilas
Title: Roofing Business Broker, Owner at The Roofing Biz Broker
Email: claudio.vilas@theroofingbizbroker.com
Website: https://www.theroofingbizbroker.com
LinkedIn: https://www.linkedin.com/in/claudiovilas-business-broker/
Instagram: https://www.instagram.com/claudiovilasbb/
Facebook: https://www.facebook.com/claudio.vilas.967
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Join Vince Perri and Katie Nelson in this engaging discussion, sharing their combined experience and offering valuable business tips. Learn how to sell effectively and implement winning sales strategies, drawing from their 16 years of entrepreneurship. Get ready for actionable business advice and proven sales techniques.
Whether you are an entrepreneur, public adjuster, contractor, or small business owner, this episode is packed with sales tips, growth strategies, and mindset shifts that will help you scale your business faster.
Guest contact links
Website: https://salesuprising.com/
Email: katie@salesuprising.com
Facebook: www.facebook.com/salesuprising
Instagram: www.instagram.com/salesuprising
LinkedIn Company: https://www.linkedin.com/company/salesuprising/
LinkedIn Personal: https://www.linkedin.com/in/thesalescatalyst/
YouTube: https://www.youtube.com/@SalesUpRising
Chapters:
00:00:00 Intro and Katie Nelson origin story
00:04:30 Cold calling role play and why sales is the heartbeat of business
00:14:00 Sales framework that scales qualification scripts and repeatable process
00:32:00 Pricing and objections plus what is broken in business coaching and accountability
00:44:00 Hard lessons mindset client wins Disney cruise and self awareness
00:56:00 Building systems fast revenue steps book recs and closing takeaways
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#SalesMastery #ColdCallingTips #SalesFramework #EntrepreneurMindset #BusinessGrowth2025 #SalesTraining #ScalingYourBusiness #BeyondTheClaim #VincePerri
#KatieNelson #SalesCoaching #SalesIsTheHeartbeat #EntrepreneurshipPodcast #BusinessSuccess #ServiceBasedBusiness
How to Build a Virtual Assistant (Ultimate Guide) with Cole Kline
Are you interested in learning how to build a virtual assistant business from scratch, even with no experience? This ultimate guide will walk you through the entire process, from getting started to providing top-notch virtual assistant services to clients. We'll cover the essential virtual assistant tools and training you need to succeed, as well as how to set up a professional home office setup. Whether you're looking to start a freelancing career or simply want to explore work from home jobs with no experience, this video is perfect for you. By the end of this tutorial, you'll know exactly how to become a virtual assistant and start working from the comfort of your own home. So, if you're ready to take the first step towards a successful virtual assistant career, keep watching!
Chapters:
00:00 Intro and Cole’s background
03:00 Climbing Kilimanjaro and Everest Base Camp
08:00 Building and scaling Hope Public Adjusters
15:00 Why he transitioned out of public adjusting
21:00 The 5.2M claim and tipping point moment
27:00 The power of block scheduling and systems
36:00 How Edge Virtual Assistants is disrupting the VA model
45:00 Training SOPs and scaling roofing and PA firms
50:00 Final thoughts and lessons for entrepreneurs
Guest Contact Links
Website: https://edgevirtualassistants.com
Email: info@edgevirtualassistants.com
Phone: 317-416-0028
💎 This episode is sponsored by The Farber Law Firm. Visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
Christian Bonnier reveals how he built ListKit into a $600K/month lead generation business using cold email, personal branding, and viral content. If you’ve ever wondered how to get consistent B2B leads, scale a coaching business, or grow your personal brand online, this episode is packed with actionable insights.
We break down:
✔ The cold email framework that actually gets replies
✔ How to avoid spam filters and increase deliverability
✔ The secret behind viral TikTok & Instagram content
✔ Building a $600K/month business in just 5 years
✔ Coaching vs software: where the real leverage is
Whether you’re a business owner, coach, or entrepreneur looking to scale, this conversation with Christian shows you how to use outbound marketing + personal branding to dominate your industry.
Restaurant margins are razor thin, often just 3 to 4 percent. In this episode, Brady Lowe of Taste Network reveals why most restaurants fail, how to design unforgettable customer experiences, and how AI in hospitality must evolve without losing human connection.
Brady has spent more than 20 years building a 20 city culinary empire, paying over 1.2 million dollars directly to farmers, and helping brands like Formula 1 and luxury hotels create events that guests never forget. From experiential marketing to relationship equity, he shares insights every business owner can apply to scale smarter, strengthen client loyalty, and turn passion into predictable profits.
If you are a restaurant owner, entrepreneur, or small business leader, this conversation is packed with lessons on restaurant profitability, customer experience design, and integrating AI in ways that enhance connection instead of replacing it.
🔥 What you will learn in this episode:
• Why most restaurants fail and the truth about 3–4 percent net restaurant margins
• How to build experiences that customers remember forever
• The power of storytelling in business growth
• Brady’s 3 Question AI Reflection Ritual for teams
• How to balance passion, predictability, and profits
👥 Guest: Brady Lowe, Founder of Taste Network
Website: https://tastenetwork.com/
Instagram: https://instagram.com/bradylowe75
Twitter X: https://x.com/tastenetwork
YouTube: https://www.youtube.com/@taste-network
💎 This episode is sponsored by The Farber Law Firm. Visit Farber at https://bit.ly/thefarberlawfirm
Chapters
00:00:00 Why real connection still matters in the age of AI
00:06:23 Why most restaurants fail and the truth about margins
00:16:18 How to design unforgettable customer experiences
00:34:40 What is relationship equity and why it drives loyalty
00:39:28 How AI in hospitality can help without replacing people
00:54:03 Passion, predictability, and the path to profits
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:#RestaurantMargins #CustomerExperience #AIinHospitality #SmallBusinessGrowth #BeyondTheClaim
The Shocking Truth About AI in Marketing That Small Business Owners Need to Know - Beyond The Claim with Victoria Shepherd
AI is rewriting the rules of marketing and most small business owners have no idea what just happened. In this episode of Beyond The Claim, Vince Perri sits down with Victoria Shepherd (CEO of Welcome Place Marketing) to reveal the shocking truth about AI, Google AI Overviews, and why your old marketing playbook no longer works.
If your website traffic dipped or your ads stopped converting, this conversation will show you the new blueprint. Learn how to use AI tools the right way, why LinkedIn personal pages outperform company pages, and how to build trust signals that drive leads and revenue.
What you will learn:
• How Google AI Overviews are destroying traffic and what to do about it
• Why trust signals (reviews, bios, FAQs) are more powerful than keywords
• The LinkedIn strategy that actually creates new business
• How to repurpose YouTube and blog content into a full funnel
• The future of digital marketing and why your website is no longer enough
Guest links:
Website: https://www.welcomeplacemarketing.com/
LinkedIn: https://www.linkedin.com/in/victorialshepherd/
Instagram: https://www.instagram.com/tallchickvic/
X: https://x.com/tallchickvic
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #024 - Featuring Tyler Graves
Secrets to growing a business fast in 2025 with Tyler Graves, Founder of Ready Stays. Learn how he scaled 4X in 24 months using stoic discipline, sales systems, and relationship-driven growth.
In this episode of Beyond The Claim, Vince Perri sits down with Tyler Graves to unpack the strategies that took Ready Stays from a flatlining local business to a national player. Tyler reveals how discipline, resilience, and process-driven leadership fueled massive growth.
✅ What you’ll learn:
- Secrets to growing a business fast in 2025
- How Ready Stays scaled 4X in just 2 years
- The sales process that wins both landlords and displaced families
- Stoic philosophy applied to leadership and business growth
- Turning setbacks into opportunities for expansion
Whether you’re an entrepreneur, public adjuster, or service-based business owner, this episode delivers practical strategies you can use to scale smarter and faster.
📌 Chapters
00:00 – Intro with Tyler Graves
01:45 – What is Ready Stays
05:20 – Expanding from local to national growth
10:15 – How Ready Stays finds housing fast
15:40 – Working with property owners and families
20:10 – From one-man show to building a team
25:35 – Systems, processes, and scaling operations
30:45 – Surviving setbacks and the 2023 pivot
35:00 – How Ready Stays achieved 4X growth
39:20 – Stoicism, mindset, and daily discipline
42:30 – Long-term goals and closing thoughts
Guest Contact Links
Website: https://readystays.com
Email: tyler@readystays.com
Phone: 813-551-1500
Facebook: https://facebook.com/readystays
Instagram: https://instagram.com/readystays
LinkedIn: https://linkedin.com/in/tyler-graves-4455a2143
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #023 - Featuring Kelsey Daingerfield
In this episode of Beyond The Claim, Vince Perri sits down with Kelsey Daingerfield, founder of The Virtual Integrator and The Pocket COO, to break down how to get out of daily chaos and build a scalable, freedom-first business.
Kelsey shares her journey from corporate operations to strategic COO-for-hire, and the systems she uses to help entrepreneurs stop being the bottleneck, document their processes, and build operational maturity. If you’ve ever struggled with SOPs, delegation, or creating a business that runs without you, this episode is your playbook.
What You’ll Learn:
- How to create simple, effective SOPs that your team will actually use
- The difference between visionary, integrator, COO, and operations manager
- How to turn routines into scalable systems
- Why operational clarity can double or triple your business valuation
- Using AI to speed up documentation and decision-making
Connect with Kelsey:
Website: kelseydaingerfield.com
Facebook: facebook.com/virtualintegrator
Instagram: instagram.com/kelseydaingerfield
LinkedIn: linkedin.com/in/kelseydaingerfield
Follow Vince & Beyond The Claim:
YouTube: youtube.com/@VincePerriOfficial
Instagram: instagram.com/vinceperri
Website: commercialclaimsadvocate.com
#businesssystems #beyondtheclaim #vinceperri #operations #SOPs #scalingbusiness #pocketcoo
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #022 - Featuring Domino and Nikki Blackheart
In this episode of Beyond The Claim, Vince Perri sits down with professional wrestling champions and entrepreneurs Domino and Nikki Blackheart to uncover the surprising parallels between wrestling, branding, marketing, and business growth.
From dominating the ring to mastering personal branding, they share:
- How to build an authentic personal brand that attracts real opportunities
- Why consistency beats talent in both sports and business
- The mental health strategies they use to stay sharp under pressure
- Lessons from going viral and using that momentum for business growth
- How to merge multiple career paths into one powerful personal brand
Whether you are in business, wrestling, or just looking for real-world inspiration, this conversation will push you to challenge yourself, follow your passions, and practice the pause when needed.
Connect with the guests:
Domino (Adrian Castro) – Instagram: https://www.instagram.com/dominoccw/
Nikki Blackheart – Instagram: https://www.instagram.com/nikkiblackheart/
Adrian Castro – Instagram: https://www.instagram.com/adrianc31_/
More connections and resources:
Coastal Championship Wrestling – Instagram: https://www.instagram.com/ccwalivetv/
Union Beer Store – Instagram: https://www.instagram.com/unionbeerstore/
Panolos – Instagram: https://www.instagram.com/_panolos_/
Support Mental Health – NAMI Walks: https://www.namiwalks.org/home?notification=error&key=text_noparticipant
Watch CCW Live – YouTube: https://www.youtube.com/watch?v=QPA9sl_oGgc
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.commercialclaimsadvocate.com/all-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #021 - Featuring Mikey Lucas
In this episode of Beyond The Claim, Vince Perri sits down with Mikey Lucas, a door-to-door sales veteran turned private equity entrepreneur. Mikey built and exited a multimillion dollar solar company and went on to drive over 180 million dollars in solar deals before founding American Energy Fund.
We go deep into what it means to build real wealth, how to lead with purpose, and how to invest like a billionaire. Mikey shares raw insights from addiction recovery to boardroom strategy, covering faith, mindset, AI, systems, and financial legacy.
What you’ll learn:
- How to shift from scarcity to abundance
- The mindset required to play the long game
- Private equity explained in simple terms
- Leveraging AI for scale and creativity
- Mikey’s Billionaire Profit Blueprint and how to use it
Connect with Mikey:
Website: mikeylucas.com
Instagram: instagram.com/mikeylucas
LinkedIn: linkedin.com/in/mikey-lucas
YouTube: youtube.com/channel/UCCN-yH_pgqyXYmKZ4rJyfAg
Twitter X: twitter.com/Mikey_lucas1
Facebook: facebook.com/mikeylucas21
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.commercialclaimsadvocate.com/all-channel
==========================
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
► Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business: https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #020 - Featuring Kelly Crowe
In this episode of Beyond The Claim, Vince Perri sits down with Kelly Crowe, LMHC, founder of Pathways of Florida and a licensed mental health counselor with over 20 years of experience helping people move through trauma, burnout, and emotional exhaustion.
Kelly shares how entrepreneurs, leaders, and parents can name their inner critic, identify limiting beliefs, and reclaim mental clarity using powerful, science-backed mental health tools. Vince opens up about his own rock-bottom moment and how therapy helped him bounce back stronger.
This conversation is a masterclass in emotional regulation, subconscious rewiring, and building resilience without sacrificing your sanity or your business.
What You'll Learn:
- Why naming your inner critic creates emotional distance
- How subconscious beliefs sabotage business and relationships
- Visualization techniques to rewire your brain
- Why burnout recovery starts in the body, not the mind
- The truth about entrepreneur anxiety, stress, and self-worth
- How ketamine-assisted therapy is transforming trauma healing
Guest Info:
Kelly Crowe, LMHC
Founder of Pathways of Florida
Email: kcrowe@pathwaysofflorida.com
Website: www.pathwaysofflorida.com
#BeyondTheClaim #MentalHealth #Entrepreneurship #BurnoutRecovery #VincePerri #KellyCrowe #PublicAdjusters #TherapyForLeaders #InnerCritic #emotionalhealth
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.commercialclaimsadvocate.com/all-channel
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #019 - Featuring Richard Walsh
In this episode of Beyond The Claim, Vince Perri sits down with Richard Walsh, founder of Sharpen the Spear Coaching and author of Escape the Owner Prison. Richard is a U.S. Marine, former champion boxer, black belt, and world-class steel sculptor who built a successful business, lost everything, and came back even stronger.
Richard shares his raw story of hitting rock bottom, losing over $600,000 in debt, and how his identity was tied to his business. Today, he helps entrepreneurs install the systems, mindset, and profit-first strategies to finally build a business that works without them.
What You'll Learn:
- The mindset shift that helped Richard rebuild
- Why cash flow is not enough to keep you profitable
- How to break free from owner dependency
- The AD Method: Automate, Delegate, Eliminate
- Why "Revenue feeds ego, but profit feeds your family" is the core truth for real entrepreneurs
Guest Info:
Richard Walsh
CEO of Sharpen the Spear Coaching
Email: richard@sharpenthespearcoaching.com
Phone: 608-314-6152
Website: www.sharpenthespearcoaching.com
Facebook - https://www.facebook.com/richard.walsh.9231
Instagram - https://www.instagram.com/sharpenthespear/
LinkedIn - https://www.linkedin.com/in/richard-walsh-866ab237/
X/Twitter - https://x.com/sharpenthespear
YouTube - https://www.youtube.com/channel/UCPYARUbAQwhNg4yE8-aN0Zw
Free Gift:
Want the audiobook version of Escape the Owner Prison?
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💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
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Beyond The Claim Podcast #018 - Featuring Robert Syfert
In this powerful episode of Beyond The Claim, Vince Perri sits down with Robert Syfert, a serial entrepreneur, author of Focus on You, and founder of The YOU Foundation. Robert built and sold multiple companies in real estate and software, but after hitting a wall with burnout, lawsuits, and financial loss, he was forced to ask a deeper question: Who am I really?
That one question changed everything.
This episode dives into:
- Exiting high-margin software and real estate businesses
- The legal and emotional fallout from a merger gone wrong
- Rebuilding a business and a life with faith, clarity, and purpose
- Why entrepreneurs must focus on identity before strategy
- How to operate from stillness instead of chaos
If you are feeling overwhelmed, burned out, or distracted by too many ideas, this episode will shift your entire mindset.
Learn more about Robert Syfert at https://IamRob360.com
Contact: robert@robertsyfert.com
Follow him on Instagram: https://instagram.com/iamrob360
Subscribe for more episodes with entrepreneurs, adjusters, and business leaders who go beyond the business and into the mindset that creates lasting growth.
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.commercialclaimsadvocate.com/all-channel
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim Podcast #017 - Featuring Austin McMillan
If you're serious about scaling your business, you need to know one thing:
Profit is the fuel that powers everything.
In this episode, Vince talks with Austin McMillan, owner of Flywheel Financial, a fractional CFO firm that helps service-based businesses finally get financial clarity.
What you’ll learn:
- Why most entrepreneurs operate blind when it comes to money
- The difference between a bookkeeper and a controller (and why it matters)
- How one client went from 900K to 5M in three years with Austin's help
- The Profit First system explained in plain English
- Austin’s “One-Thing Rule” to keep teams focused and productive
This episode is packed with real strategies, not fluff. If you're ready to take ownership of your numbers and finally build a business worth selling, this is your starting point.
Connect with Austin:
Email: austin@flywheel.financial
Website: www.flywheel.financial
Instagram: https://www.instagram.com/austindmcmillan
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
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===========================
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===========================
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TAGS:
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This episode features an in-depth conversation with business advisor and author Jason Hendren about his extraordinary exit journey. Jason shares the raw, real-life experiences behind his book, detailing how he scaled his energy-efficient lighting company, ILP, from a small venture to a highly valuable asset.
The discussion covers:
The initial risk of buying out his original partners using personal assets in 2009.
The power of partnering with private equity, which provided capital, operational expertise (continuous improvement), and mentorship that accelerated his company's growth far beyond what he could have achieved alone.
The crucial difference between being an "add-on" versus a "platform" investment in the eyes of PE.
The financial nuances of "taking multiple bites of the apple"—selling the company twice to different PE firms for increasing valuations.
His biggest regrets and lessons learned, including wishing he had better utilized leverage (debt) to maximize his personal proceeds in the second sale.
Timestamps
00:09,"Introduction: Host Vince Perri introduces Jason Hendren and his influential book, Things I Wish I Knew Before I Sold to Private Equity."
03:22,Company Origin: Jason details his background in manufacturing and starting the energy-efficient lighting business.
05:12,First Buyout (Recapitalization): Jason explains the decision and risk of buying out his original partners in 2008/2009 using personal assets.
09:03,Value of Mentorship: How his advisor helped structure the complex debt financing for the initial buyout.
19:58,First Big Lesson: Jason's regret about being too debt-averse and not using money to invest in growth earlier.
25:27,The Growth: Company grew from $7M in sales (2008) to almost triple that by 2012.
28:08,First PE Approach: The phone starts ringing with investment bankers and PE groups.
30:45,Add-on vs. Platform: Jason learns the crucial difference after the first PE prospect backs out.
34:37,The First PE Deal Closes (2012): The anti-climactic nature of the closing process.
43:03,Life with Private Equity: Jason describes the relationship and the deep operational resources and mentorship provided by the PE firm.
46:17,"""Winning is Fun"": Jason reflects on how the PE partnership accelerated growth (quadrupled EBITDA) through strategic investment and continuous improvement."
53:19,Deciding to Stay: The conversation about whether Jason would stay on as CEO for the second sale.
56:51,"The Equity Structure: Explanation of how the reinvestment and multiple ""bites of the apple"" (multiple exits) work financially."
59:46,The Final Exit: Jason discusses stepping away from the company after the second PE deal.
01:03:16,Final Lesson: Jason's biggest takeaway: wishing he had used more leverage in the first PE deal to maximize the proceeds in the second.
01:04:11,Current Practice: Jason highlights his current role as an exit advisor at Hendren Business Advisors.
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