Thinking Like a Bank

Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich

Check out this episode to learn more about:

- Jessica’s entrepreneurial background and journey as a small business owner.
- How many business owners are actually prepared to exit their business?
- Some of the common reasons why businesses fail rather than sell
- Common misconceptions about selling your small business.
- How can you make your business more attractive to potential buyers?
​​​​- How delegating tasks can make your business more profitable?
- What types of businesses’ does Jessica’s team focus on?
- How are business valuations calculated? Common techniques?
- How can SBA lending help you finance an established business?
- Using your dividend-paying whole life insurance policy to speed the process of financing a business
- Controlling your own financing terms using your dividend-paying whole life insurance policy
- Is it possible to passively invest in small types of businesses?

‎Thinking Like a Bank: Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich on Apple Podcasts ‎Show Thinking Like a Bank, Ep Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich - Jul 20, 2022

Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha

Check out this episode to learn more about:

- How Mustafa started in real estate and alternative investing.
- How real estate can be one of the best investments you make.
- Different types of real estate investing (asset classes)?
- Investment strategies commonly used.
- What does ‘cash on cash return’ mean? What type of cash on cash return can one anticipate on receiving?
- Real estate investment strategies available at any stage in life.
- Investing actively and passively in real estate
- Veloce’s Capital investment focus
- The correlation between risk and return
- The importance of diversifying your investment portfolio.
- Private Equity and Debt Financing/How deals are structured
- The importance of understanding your investor's needs and expectations.
- Funds open to both accredited and non-accredited investors

‎Thinking Like a Bank: Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha on Apple Podcasts ‎Show Thinking Like a Bank, Ep Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha - Jul 14, 2022

Episode 60: Local Private Lending with David Barnett

Check out this episode to learn more about:

- Becoming an expert in buying and selling businesses
- Starting a debt brokerage business
- Reasons why David focuses on local private money lending
- Mitigating lendings risks through collateral
- How to finance your business without a traditional bank?
- Leveraging a Bank on Yourself type whole life policy for financing
- The importance of analyzing cash flow in the lending decision
- Types of businesses David lends to
- The importance of the lender-borrowers relationships
- How to make your money grow using compounding interest?
- What is in-house financing?
- Tax advantages of borrowing, interest paid
- Understanding the legality of lending/borrowing within your jurisdiction

‎Thinking Like a Bank: Episode 60: Local Private Lending with David C Barnett on Apple Podcasts ‎Show Thinking Like a Bank, Ep Episode 60: Local Private Lending with David C Barnett - Jun 1, 2022

Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield

Check out this episode to learn more about:

- Daniel shares why he decided to continue the legacy of investing in mobile home parks.
- The business model of the Three Pillar Communities.
- What does “value add” mean in real estate?
- Financing a mobile park home
- Misconception about trailer home parks from the general public
- How mobile home parks have changed in the last few decades?
- Why are mobile home parks considered one of the best investments in the United States?
- Some of the tax advantages of mobile home park investing​? ​
- Who can invest with Three Pillar Communities?
​​- Typical holding period when investing in mobile home parks?
​- Multi-family versus mobile home parks?
​​- The future of Three Pillar Communities, projected AUM for the future

‎Thinking Like a Bank: Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield on Apple Podcasts ‎Show Thinking Like a Bank, Ep Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield - May 25, 2022

Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut

Check out this episode to learn more about:

- How Moshe built his presence on LinkedIn?
- Why is LinkedIn a great marketing tool?
- Should one take a course on LinkedIn marketing and/or hire a coach to help with LinkedIn marketing?
- What kind of posts get the most attention, in terms of engagement?
- How to come up with content ideas for LinkedIn posts?
- How to overcome your fear of posting on LinkedIn?
- Using other platforms to grow your business.
- How much time do you need to invest in LinkedIn marketing?
- Generating leads on LinkedIn and what percentage turns into sales?
- How to overcome the stigma that surrounds the financial services industry?
- How to grow your brand's organic following on LinkedIn?
- Is focusing on a specific niche necessary?

‎Thinking Like a Bank: Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut on Apple Podcasts ‎Show Thinking Like a Bank, Ep Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut - May 18, 2022

Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor L.

Check out this episode to learn more about:

- Choosing financial opportunities that align with your personal goals.
- How Taylor achieved his first real estate deal and the lessons learned
- Investing actively and passively in real estate
- What is real estate syndication and how does it work?
- Can you use a self-directed IRA to invest passively in syndication?
- Potential tax risks and downsides when using a self-directed IRA for real estate investments
- The advantage of leveraging the cash value of whole life insurance to invest in real estate from a tax perspective (avoiding UBIT)
- What is UBIT? (Unrelated Business Income Tax)
- What types of real estate deals do Talyor’s team focus on?
- The advantages of investing in self-storage.
- Different ways to find good real estate deals
- Potential upcoming market changes in real estate

‎Thinking Like a Bank: Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor Loht on Apple Podcasts ‎Show Thinking Like a Bank, Ep Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor Loht - May 4, 2022