Ready for growth but not sure whether to take on debt, raise equity, or both? We sit down with Kimberly Evans—banker, CFO, and multi-company founder—to translate funding jargon into plain English and map a path from corporate comfort to entrepreneurial control. Kimberly shares why equity dilution isn’t losing, it’s leveraging; how to time your first raise; and what separates a credible founder from a risky bet in the eyes of investors. We get tactical fast. Kimberly outlines the early team i...
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Ready for growth but not sure whether to take on debt, raise equity, or both? We sit down with Kimberly Evans—banker, CFO, and multi-company founder—to translate funding jargon into plain English and map a path from corporate comfort to entrepreneurial control. Kimberly shares why equity dilution isn’t losing, it’s leveraging; how to time your first raise; and what separates a credible founder from a risky bet in the eyes of investors. We get tactical fast. Kimberly outlines the early team i...
Ready for growth but not sure whether to take on debt, raise equity, or both? We sit down with Kimberly Evans—banker, CFO, and multi-company founder—to translate funding jargon into plain English and map a path from corporate comfort to entrepreneurial control. Kimberly shares why equity dilution isn’t losing, it’s leveraging; how to time your first raise; and what separates a credible founder from a risky bet in the eyes of investors. We get tactical fast. Kimberly outlines the early team i...
We map the legal moves that turn a young company into a funding-ready business, from entity choice and clean governance to strong contracts and bankable IP. Uma Bansal shares the checklists investors trust, the red flags that stall deals, and the timing for hiring counsel. • choosing between LLC, S corp and C corp for growth and funding • separating personal and business finances to avoid liability • drafting robust contracts lenders respect • converting IP into assets and collateral • due d...
What happens when you leave your W-2 job and that comfortable corporate benefits package disappears? For small business owners, creating your own financial safety net isn't just important—it's essential. Yet as financial consultant Don Workman reveals in this eye-opening conversation, most entrepreneurs are dangerously underprotected. Did you know that approximately 75% of small businesses are underinsured? While you're pouring everything into growing revenue, your business and personal fina...
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 reveal the strategies that allow small business owners to access the same financi...
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 toxic money beliefs that initially hindered his business growth. "If ...
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 spots that most business owners have when it comes to their insurance cov...
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 900 businesses launched, Rudy explains how franchising spans numerous se...
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 startling revelation? Many entrepreneurs unknowingly jeopardize their busi...
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 to demystify the process that wealthy investors have been using for decade...
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 instead of being limited to a single bank's offerings. This becomes particularly...
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 deciding your funding fate. Gerald shares firsthand experience of businesses bei...
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 explains, highlighting how the constant tug-of-war between professional and personal...
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, explaining why using the wrong coverage for your rental property coul...
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 advice, she demonstrates how early intervention through mediatio...
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 employee access and internal risk, with Peter illuminating the need for a united c...
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 powerful catalyst for this conversation. Cindy guides us through the cr...
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 lending; it's a masterclass in financial savvy, highlighting how pri...
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 CoStar and Loopnet. Plus, we discuss the community's heartbeat throug...
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, just the raw potential to grow your business with the assets you alrea...
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 and competition on your decision-making process. From there, we tr...
Ready for growth but not sure whether to take on debt, raise equity, or both? We sit down with Kimberly Evans—banker, CFO, and multi-company founder—to translate funding jargon into plain English and map a path from corporate comfort to entrepreneurial control. Kimberly shares why equity dilution isn’t losing, it’s leveraging; how to time your first raise; and what separates a credible founder from a risky bet in the eyes of investors. We get tactical fast. Kimberly outlines the early team i...
