Husband, Dad of Three, RIA Advisor & B/D Reg. Rep, EnduranceX Founder, ATLalts and Asset Backed Pod Host, Baseball Coach, KU Jayhawk, Raised in KS, Reside in GA
'I'm ready to sell' is a feeling. 'Exit ready' is a score. Most owners have the first. Almost none have the second -- until it's too late to fix it. Ep. 3 of our RIA Masterclass with @BradGunter of @HighPointAG: the full playbook. https://t.co/THPy7Bpn9n #Owners#ExitPlanning
Happy Father’s Day! See you Monday night for the winner take all MCWS Final. Terrific game and epic Happy Father’s Day call by the umpire on the instant replay review announcement. #collegebaseball
@CoachMongero Great stuff, thank you for sharing @CoachMongero. Went back and watched his 2025 ABCA convention video over and over, just absolute gold: 'The Path of Most Resistence'. Congrats to @TroyTrojansBSB and @SkylarTMeade
On being direct with your players: Brady Ballinger said (of Fitzgerald) "There's no surprises. Everything's pretty upfront: 'Here's what's going to happen, here's how everything's going to go and you're either on board or we're going to leave you behind.'
@KUBaseball HC Dan Fitzgerald:
"All we do is get up and think about where can we find good players and how we coach them," Fitzgerald said. "So if there's anything else in life that is needed of us -- like, need me to hang something on the wall -- probably not going to happen."
Underwriting target: 75–95% of investments return at least 1x, with 60–70% downside mitigation.
Asymmetric. Equity-like upside, debt-like protection.
Full episode at the link 👇
https://t.co/czBpeIy9gA
https://t.co/eHhWdQp008
What do you tell a client with a multi-million-dollar pre-IPO position who needs liquidity but doesn't want to sell and lose the upside?
For most advisors: "no great option."
Ian Leisegang, Managing Partner of @3SpokeCapital, has built one.
Target company profile:
$250M–$500M revenue
$1B+ enterprise value
30–100% YoY growth
Mid-cap to large-cap public market risk equivalent
Not concept risk. Execution risk.