In this urgent, eye-opening episode, J. Michael Fisher Jr. sits down with Keith Zubchevich, CEO of Conviva, to reveal how AI is fundamentally rewriting the rules for business owners, advisors, and operators. If you think AI is just another technology wave, get ready to have your assumptions shattered.

From the threat of white-collar job extinction to the goldmine of personalized customer experiences, they dig into how to outmaneuver disruption and build real trust (and revenue) in the agentic age.

The decisions you make in the next six months will determine if you win or become irrelevant. Listen now to avoid the pain of falling behind and get breakthrough strategies you won’t hear anywhere else.

Timestamped Highlights

[00:00] – The wild truth about who’s really at risk from AI (hint: it’s not who you think)

[02:32] – The bold origin story: Measuring experience before “streaming” was even a word

[07:18] – The two breeds of AI agents and why the difference could make or break your business

[09:25] – Coming shift: Why tomorrow’s buyers will laugh at today’s e-commerce

[14:04] – AI outpaces human potential. So where does that leave YOUR edge?

[17:42] – The mindset pivot: The make-or-break move for business leaders (it’s not just tech)

[19:18] – How slashing headcount and exploding productivity is already possible with agentic systems

[21:36] – Miss this and lose your customer: The secret playbook for owning behavior data in the agentic era

Mentioned Resources

• ChatGPT
• Claude
• Microsoft Copilot
• Netflix
• Disney+
• ESPN
• Nike

About the Guest

Keith Zubchevich is the CEO of Conviva, a pioneering leader in AI-powered experience measurement, serving global brands in digital video and beyond. With 30+ years in technology and a reputation for spotting industry shifts before they hit mainstream, he’s redefining how businesses use data, agents, and automation to drive next-level growth, personalization, and efficiency.

🔗 LinkedIn | Website

Important Links

• Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
• Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
• Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this solo episode, J. Michael Fisher Jr., Managing Director at DBD Investment Bank, breaks down the reality most founders never see when selling their business. This is not just a transaction, it is a high-stakes negotiation against professionals who do deals every day. And if you are unprepared, the cost is permanent.

Michael exposes the hidden risks, from undervalued offers and deal fatigue to broken cultures and lost wealth during diligence. He also reveals why the right advisor is not just a banker, but a process architect who creates leverage, competition, and clarity.

Listen now to avoid costly, irreversible mistakes, gain insider-level deal awareness, and access the exact perspective most founders never get until it’s too late.

Timestamped Highlights

[00:00] – The uncomfortable truth, you are not just selling a business, you are negotiating your life’s work

[01:15] – Why success on paper hides a dangerous reality about your wealth

[02:25] – The silent trap of accepting the “market value” without real competition

[03:32] – Deal fatigue, how exhaustion quietly forces founders into bad terms

[04:30] – The real role of an advisor, process architect, quarterback, and emotional buffer

[05:35] – How elite advisors compress years of mistakes into months of leverage

[07:13] – Why diligence destroys deals, and how value slowly disappears

[10:05] – The biggest myth about fees, and the real risk founders ignore

Important Links

• Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
• Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
• Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

J. Michael Fischer Jr. breaks the silence on a painful reality facing founders and CEOs who wait too long to plan their exit. In this solo episode of Going Beyond the Deal, he reveals why most business owners lose their best negotiating tool—leverage—and how to reclaim it before it’s too late. He explains why high revenue is not enough, how “strategic patience” can mask costly avoidance, and what true readiness looks like when it comes to growth, diligence, and market timing.

If you’re tired of the myth that great businesses automatically get great deals, this conversation is your wake-up call. The longer you wait, the less power you have and the cost can be everything you’ve worked for. Don’t gamble with your business legacy. Listen now for strategies proven to protect your options and your outcome, with insights you won’t hear anywhere else.

Timestamped Highlights

• 00:00 – The Founder’s Trap: Why the first signal you’re ready to sell means you’re already late
• 00:46 – Leverage Lost: The emotional (and financial) price of reacting instead of driving the exit process
• 02:34 – The Quiet Shift: How founders mistake performance for strategy and what they miss
• 05:07 – Strategic Patience or Avoidance? The business-language lie that keeps smart people stuck
• 08:00 – Growth vs. Readiness: The dangerous myth that high revenue means a great outcome
• 09:40 – Momentum Isn’t Control: The wake-up call that hits too late for unprepared founders
• 12:32 – The One-Buyer Nightmare: When negotiation power vanishes and the price gets retraded
• 15:21 – How Real Founders Win: Optionality, multiple paths, and strategic choices that protect your legacy

Important Links

• Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
• Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
• Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

This week, J. Michael Fisher Jr. sits down with John Sutton, CEO of The Wine Group, for an unfiltered look into one of America’s largest wine companies and the unexpected journey from White House staffer to industry leader. They explore how brands survive disruption, the critical lessons behind world-famous labels, and why kindness and guts are the hidden accelerators for career and business breakthroughs.

If you’ve ever doubted your trajectory or wondered what it really takes to build scale and resilience, don’t miss this episode. The old playbook is broken. Discover the proven, exclusive strategies that help leaders avoid decline and ignite next-level growth now.

Timestamped Highlights

01:38 – How a law career, White House experience, and a single cold call changed everything

04:26 – What happens when you get a front-row seat to history and the grit it takes to succeed

06:27 – The unforgettable advice: “Be nice to everybody on the way up…”

13:10 – The guts behind reaching out and landing a dream role at The Wine Group

15:41 – The industry’s shocking truth: Why wine lost its “on-ramp” to the younger consumer

18:31 – New marketing secrets: Turning a $15 bottle into a lifestyle and why the old story fails

22:42 – How packaging, high-alcohol trends, and Gen Z preferences are rewriting the playbook

26:30 – Spain’s curbside cafés, the power of $4 wine, and what American culture’s missing

41:39 – Why being management-owned is a game-changer and the hidden risks facing public companies

Mentioned Resources

1. Franzia
2. Benziger
3. Glen Ellen
4. Concannon
5. Diageo
6. Leon Panetta
7. Clinton White House
8. Buzzballs
9. Chloe
10. Paso Robles

About the Guest

John Sutton is the CEO of The Wine Group, a powerhouse in the wine industry, overseeing iconic brands like Franzia, Cupcake, and Benziger. With a uniquely varied background in law, government, and White House service, Sutton has led the business through strategic acquisitions, innovation, and the transformation of generational consumer habits. His blend of operational excellence and authentic leadership makes him an industry standout, teaching founders and executives how to thrive in turbulent markets.

🔗 LinkedIn | Website

Important Links

1. Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
2. Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
3. Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this episode, J. Michael Fisher Jr. welcomes Ian Wishingrad, Three Wishes Cereal co-founder and CMO, master connector, and longtime ad strategist, for a revealing journey through the human side of building explosive brands.

Discover why getting on the shelf is only the beginning, and how authentic relationships, polite persistence, and radical self-awareness drive the hardest-won victories in business and life.

Ready to skip the pain of aimless networking and wasted investments? Listen now for exclusive, actionable mindsets you won’t find on any “how I built it” thread. The shelf is crowded, your window for breakout impact is now, and this episode gives you a proven edge other founders are still Googling for.

Timestamped Highlights

[00:00] – The year-long hustle: How a “no” became a friendship with a Fortune 10 CMO

[00:03:33] – The moment agency life wasn’t enough and the spark that launched Three Wishes

[00:05:04] – A cereal idea ahead of its time: Real-life FOMO, big sacrifices, and getting on the shelf

[00:08:13] – “Antiquing for people”: The winning (and weird) ingredient behind breakthrough connections

[00:10:16] – Polite persistence decoded: How to keep doors opening when everyone else gives up

[00:12:02] – Staying on the shelf: What retailers secretly care about and how Ian cracked the code

[00:13:13] – Chasing the elusive marketing flywheel: Why smart teams still haven’t found THE answer

[00:17:00] – Truth bomb: Why Ian will never run operations and the habit that makes him a better founder

Mentioned Resources

1. Three Wishes Cereal
2. Adweek’s "I'm With the Brand"
3. Stew Leonard’s
4. Whole Foods
5. Wegmans
6. Catalina Crunch
7. Magic Spoon
8. Fairlife
9. Bonza
10. Siete
11. Allbirds
12. Warby Parker
13. Graza
14. Fishwife
15. David Protein
16. RXBAR

About the Guest

Ian Wishingrad is the co-founder and Chief Marketing Officer of Three Wishes, the fast-scaling better-for-you cereal brand disrupting breakfast aisles nationwide. Formerly the founder of the award-winning Big Eyed Wish ad agency, Ian is recognized for his high-EQ, relationship-powered approach to both brand-building and business growth. He’s hosted Adweek’s “I’m With the Brand” and is admired for his uncanny ability to turn even a “no” into a real connection.

🔗 LinkedIn | Website | Instagram | X

Important Links

1. Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
2. Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
3. Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

This episode is a must-listen for founders and owners who want to explore life-changing financial options, minus the drama. J. Michael Fisher Jr., trusted investment banker and Managing Director at DBD Partners, reveals the mindset and real-world structures behind true confidentiality in business sales, long before you commit to a deal.

Learn why calm, disciplined processes protect not only your value, but your sanity and your relationships. Discover the crucial difference between brokers who push and advisors who empower, and uncover how to quietly test the waters without exposing what you’ve built.

Tune in now. The biggest risks are the secrets you don’t control. Don’t wait to safeguard your legacy or your leverage. This episode off

Timestamped Highlights

[00:00] – The secret cost behind premature deal rumors… and why the best processes never feel rushed

[00:01:29] – Founders’ hidden crossroads: What really triggers the decision to sell

[00:02:12] – Why your biggest risk isn’t selling, but losing control of your own story

[00:03:21] – How a single loose comment can upend everything you’ve built

[00:03:52] – Exposing the “NDA myth”: Why paperwork is not real confidentiality

[00:04:47] – Buyer temperament exposed: Why discretion matters more than a big offer

[00:05:38] – Who should protect you—partner or pushy broker—and how to spot the difference

[00:06:54] – Permission granted: Why holding back is powerful, and how you can explore quietly

Important Links

1. Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
2. Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
3. Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Vanessa Quigley, co-founder of Chatbooks and mother of seven, reveals the raw, uplifting story behind turning everyday family chaos into a brand that disrupts an entire industry.

In this episode, J. Michael Fisher Jr. goes deep with Vanessa on performing under pressure, the unexpected resilience of busy parents, and the pivotal moment where nostalgia changed everything. They pull back the curtain on life-first company culture, the illusion of “perfect” business journeys, and the radical clarity it takes to lead at work and at home.

Skip this, and risk getting trapped in a business that burns you out. Listen now for exclusive, hard-won wisdom you won’t find anywhere else. Your sanity and your future self will thank you.

Timestamped Highlights

[00:01:32] – From opera dreams to motherhood: When life throws you a creative plot twist

[00:03:38] – The heart-stopping moment of mom guilt that sparked Chatbooks’ invention

[00:05:30] – Can being a performer secretly make you a stronger entrepreneur?

[00:13:32] – Why seeing “take my money!” beats a decade of polite indifference

[00:17:19] – The unexpected upside and stress of co-founding a company with your spouse

[00:20:24] – The revolutionary power of “subscribing to your life”… and why customers obsessed over it

[00:33:06] – Be a grownup: Vanessa’s approach to boundaries and real-life culture at work

[00:43:09] – When doing business your way finally clicks, and how to own your unique journey

Mentioned Resources

1. Instagram
2. Substack
3. Make A Wish Foundation
4. Best Friends Animal Society
5. United Way
6. Meta
7. Utah Foster Family Network
8. The Stone Pony (music venue)

About the Guest

Vanessa Quigley is the Co-Founder and Chatbooker in Chief at Chatbooks, the innovative company helping millions of families turn everyday photos into meaningful, lasting keepsakes with zero fuss. A proud mother of seven and passionate storyteller, Vanessa brings a performer’s flair, a parent’s heart, and over a decade of hands-on brand-building experience to her leadership at Chatbooks. She’s a sought-after voice on entrepreneurship, work-life balance, and the life-changing power of family memories.

🔗 LinkedIn | Website

Important Links

1. Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
2. Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
3. Grow Your Wealth: Book a call with DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Host J. Michael Fisher Jr. sits down with Nio Queiro, CEO and founder of The Queiro Group, whose 35-year career in healthcare and M&A has reshaped companies from the inside out.

You’ll discover surprising strategies for engaging teams, turning crisis into catalytic change, and using AI to thrive, not just survive. From overcoming stagnant leadership to fixing cashflow leaks, this episode is a treasure trove of actionable insights for business owners who want more than just a deal; they want victory.

Don’t settle for business as usual when the stakes are this high. Listen now to escape the pain of lost value, missed growth, and mediocre exits. This episode delivers exclusive secrets you won’t find anywhere else, only for listeners ready to level up now.

Timestamped Highlights

[00:00] – What happens when a masterclass mindset collides with a career-defining health crisis

[00:03:41] – Why “transformation” isn’t what most consultants claim and how reframing drives deal-winning momentum

[00:05:44] – The real reason entrepreneurs must sometimes “drive their own boat” (warning: silver-haired resistance ahead)

[00:08:31] – The controversial strategy that builds trust from the ground up, not the C-suite down

[00:12:20] – How communication (and a simple “call to action”) can flip a broken culture into unstoppable execution

[00:14:59] – Two types of Cairo clients and the surprising innovation secret most leadership teams miss

[00:22:14] – When top leaders are the example (and when culture clashes force an expert to tap out)

[00:27:12] – AI without the hype—why most healthcare “automation” is stuck in the past, and what you REALLY need to ask now

[00:32:43] – Where businesses bleed cash without knowing it (hint: it’s not just healthcare…and it’s NOT staff cuts)

[00:47:09] – The tiny failure at Deloitte that forever changed Nio’s approach to leadership and team unity

Mentioned Resources

1. Human-centered leadership architecture
2. McKinsey AI adoption report (89% by 2026 reference)
3. Healthcare Financial Management Association (HFMA)
4. Kaiser Permanente
5. Mayo Clinic
6. Children’s Hospital Los Angeles
7. Emerson Health
8. ChatGPT
9. Deloitte

About the Guest

Nio Queiro is the CEO and founder of The Queiro Group, a healthcare transformation powerhouse specializing in revenue cycle, M&A, and strategic process innovation. With over 35 years of experience leading high-stakes hospital, provider, and entrepreneurial turnarounds, Nio is renowned for her ability to blend cultural change with operational excellence. Her human-centered, tech-enabled strategies have helped scores of organizations exit successfully and deliver on their boldest visions.

🔗 LinkedIn | Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this high-voltage episode, Continental Roof Company President Carlos Sanchez joins host J. Michael Fisher Jr. for a raw, revealing conversation about reputation, legacy, and the counterintuitive moves that turn customers into raving fans, even in an industry where skepticism runs deep. From life lessons as a child of immigrants to giving away roofs and refusing to compromise on quality, Carlos shares actionable gems on trust, hiring, and why giving is his business’s real superpower.

Stop bleeding trust and missing out on referrals. Tune in now to unlock exclusive, proven mindset shifts you won’t hear from typical “business gurus.” Listen before you lose another deal to the lowest bid.

Timestamped Highlights

[00:00] "People will buy from you if they like you"—Carlos reveals the trust-building code contractors ignore

[00:05:41] Why learning insurance from the inside changed everything—profit, respect, and partnership secrets

[00:07:43] Hated his job, nearly quit until THIS moment changed his purpose forever

[00:10:14] The most expensive mistakes Carlos made (and what he'd tell every new service founder to avoid)

[00:15:21] Exposing the wild price gaps: Why you might pay double with no extra value and how smart buyers fight back

[00:17:33] The one standard he refuses to compromise plus, the dangerous shortcuts that doom other roofers

[00:20:33] Exactly how he turns every customer into a "story worth sharing" and keeps referral engines running hot

[00:32:30] Revolutionary "Project Parasol": How giving away roofs turned into a brand (and why you're missing out if you're not giving more)

Mentioned Resources

1. Business Network International (BNI)
2. Butler County Board of Developmental Disabilities
3. Better Business Bureau (Cincinnati)
4. Torch Award for Ethics

About the Guest

Carlos Sanchez is the President of Continental Roof Company, the Cincinnati-based roofing leader known for operational excellence and a relentless focus on trust, referrals, and real community impact. Since 2009, Carlos has transformed his business from skeptical upstart to a multi-award-winning, integrity-driven powerhouse by doing things few competitors dare, giving away roofs, refusing to cut corners, and building a culture where giving isn’t a marketing ploy, it’s the mission.

🔗 LinkedIn | Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this exclusive episode, J. Michael Fisher Jr. welcomes TJ Schier, CEO and founder of Smash Swing Immersive Golf, for a revealing, relationship-first conversation on shaping unforgettable guest experiences. From Chuck E. Cheese to multi-million dollar drive-thru chains, TJ shows why old playbooks don’t cut it and how he’s rewriting the rules for indoor golf, socializing, and competitive fun. They dig deep into building emotional loyalty, surviving the copycat trap, and the bold moves driving Smash Swing’s national launch.

Don’t wait! Each minute of this episode peels back what most founders miss, and why your next big win may depend on these electrifying lessons. Miss it, and you risk letting your greatest assets (and brand momentum) slip away. Listen now for candid, proven insights you won’t find anywhere else.

Timestamped Highlights

[00:01] – Why a Jersey kid chose West Point, and what it revealed about real purpose

[00:22] – The “Aha!” moment: Can military leadership really transfer into biotech?

[00:53] – How ONL Therapeutics protects vision—what most execs miss about relentless innovation

[01:48] – The moment family, community, and business shaped a calling to serve

[03:33] – Crushing self-doubt: Inside the pressure cooker of leading teams when everything’s at stake

[08:32] – What top business athletes, Green Berets, and private equity stars share—The secret ingredient

[13:35] – The 3 proven leadership lessons that build unstoppable companies (and why most miss #3)

[23:48] – Real talk: Managing fatigue, optimism, and the brutal truth when the gut punches keep coming

Mentioned Resources

1. Chuck E. Cheese
2. Pals Sudden Service
3. Savannah Bananas
4. Which Wich Sandwiches
5. Big Shots Golf
6. Topgolf
7. Chasing Aces (Shreveport)
8. 3’s (Greenville, SC)
9. Auto Tee System
10. Callaway
11. Invited Clubs

About the Guest

TJ Schier is the CEO and Founder of Smash Swing Immersive Golf, a cutting-edge entertainment brand transforming the indoor golf experience for both players and spectators. With over two decades of experience, including executive roles at Chuck E. Cheese and consulting for renowned operations like Pals Sudden Service, TJ blends bold hospitality ideas with tech-driven gameplay to create environments people truly love. His work has helped put game-changing chains on the map and now aims to revolutionize competitive socializing nationwide.

🔗 LinkedIn | Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

This episode is a high-voltage sit-down between J. Michael Fisher Jr. and David Esposito, CEO of ONL Therapeutics and decorated former Army officer. Together, they crack open the reality of modern leadership, reveal the invisible thread between military service and world-class execution, and share unfiltered routines for resilience and team alignment in chaos.

Listen now if you want to escape the pain of unanchored teams, avoid costly self-doubt, and grab exclusive tools that only proven leaders are teaching. Stakes are high, innovation waits for no one, and these lessons aren’t in any playbook… yet.

Timestamped Highlights

[00:01] – Why a Jersey kid chose West Point, and what it revealed about real purpose

[00:22] – The “Aha!” moment: Can military leadership really transfer into biotech?

[00:53] – How ONL Therapeutics protects vision—what most execs miss about relentless innovation

[01:48] – The moment family, community, and business shaped a calling to serve

[03:33] – Crushing self-doubt: Inside the pressure cooker of leading teams when everything’s at stake

[08:32] – What top business athletes, Green Berets, and private equity stars share—The secret ingredient

[13:35] – The 3 proven leadership lessons that build unstoppable companies (and why most miss #3)

[23:48] – Real talk: Managing fatigue, optimism, and the brutal truth when the gut punches keep coming

Mentioned Resources

1. University of Michigan (Dr. David Zaks)
2. West Point
3. 101st Airborne Division (U.S. Army)
4. Bronze Star Medal
5. NIH – National Institutes of Health

About the Guest

David Esposito is the CEO of ONL Therapeutics, a cutting-edge biotech company pioneering life-changing treatments to prevent retinal cell death and preserve vision. A former Army platoon leader awarded the Bronze Star, David is known for his unmatched resilience and ability to transpose battlefield clarity into executive mastery. With more than 30 years in life sciences, he’s led teams through both soaring exits and humbling failures, always championing purpose and people above the transaction.

🔗 LinkedIn | Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this electrifying episode, J. Michael Fisher Jr. sits down with Jean Fallacara, scientist, serial entrepreneur, and founder of Lifespan, to decode the real science (and the misunderstood buzz) behind biohacking for busy leaders. From building $100M companies on only four hours of work daily to practical strategies for outsmarting burnout and building true resilience, Speaker B reveals what actually moves the needle for high achievers.

You’ll get straight talk (and specific tips) on how to reclaim your health span, optimize work blocks for explosive focus, and create routines even skeptics can stick with. Don’t miss the battle-tested blueprint that could literally change—maybe even save—your life.

Listen now: the cost of inaction is years of lost vitality, thriving, and leadership edge. The only place you’ll hear these transformative, exclusive tactics is in this episode.

Timestamped Highlights

[00:01:00] – What “biohacking” actually means (and why we shouldn’t need a word for it)

[00:06:18] – From selling postcards on the street to $32M exits: Speaker B's origin story

[00:11:29] – The biggest entrepreneurship myth: why sleep deprivation signals failure, not hustle

[00:12:40] – How Speaker B ran a 205-person company in just four hours a day

[00:17:26] – The plan B trap: the brutal indicator you’re not cut out for this

[00:22:42] – The unexpected science (and danger) of ignoring your body’s natural cycles

[00:28:57] – “Start with data, but don’t obsess”—the surprising dark side of tracking everything

[00:41:10] – Five tiny daily tweaks that can instantly impact your longevity and performance

Mentioned Resources

1. Monroe Institute Hemi-Sync
2. Whoop
3. Ōura Ring
4. Fisher Scientific
5. Book: Peter Attia, MD (on healthspan)
6. Andon Sound
7. Grant Cardone
8. Charles Scott (Intel Chief of Staff)
9. Andrew Huberman (Huberman Lab, circadian rhythm science)

About the Guest

Jean Fallacara is the founder and CEO of Lifespan, a breakthrough longevity platform making radical health optimization accessible to everyone. A renowned scientist, technologist, and serial entrepreneur, Jean has launched and exited 11 companies, managing teams of 200+ and driving $100M+ in annual revenue—all while living out the protocols he teaches. With expertise spanning biotechnology, neurobiology, and AI, Jean leads the charge in democratizing the secrets of peak performance for high achievers worldwide.

🔗 LinkedIn | Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

[FOR INTERNAL USE ONLY] 🔊 Pull Quotes

1. “If you have a plan B, you’re not a good entrepreneur.”
2. “My brain works in cycles; if you want real output, work in 90-minute sprints.”
3. “Sleep is the #1 factor for longevity—no exceptions.”
4. “You can start with just one habit, and it will change your life.”
5. “If you stack enough of the right habits, you’ll reach a point where you’re doing 65 things for your health—almost by accident.”
6. “Business is not that important. Don’t sacrifice what truly matters.”
7. “The quality of your life is the only ROI that counts.”

This isn’t just another ex-exec startup story. Eric Frankel, former Warner Bros. President turned founder of AdGreetz, sits down with J. Michael Fisher Jr. for a raw, revealing conversation on what it truly takes to leap from a billion-dollar seat into entrepreneurship, without a safety net. They dig into the hidden emotional costs, the rush of early wins, and the guts required to walk away from the familiar and reimagine what’s possible (even after 30 years at the top).

If you’ve ever wondered what it’s really like to reinvent your life, build a next-level team, and find meaning beyond the deal, press play now. The pain of staying stuck is real, and the window to thrive is closing. This episode offers unfiltered, exclusive takeaways for leaders who don’t just want to win, they want to matter.

Timestamped Highlights

[00:01:27] – How a single call from the chairman turned a lifelong New Yorker into a Los Angeles media boss

[00:04:04] – The boyhood obsession with film that shaped a future executive—and the “aha” moment of radical delegation

[00:09:26] – When the right story lands, doors fling open: The secret portfolio that made competitive hiring a breeze

[00:12:53] – Navigating money, family, and meaning: Why he walked away from millions (twice) to start over

[00:19:54] – The simple trigger behind AdGreetz: Realizing brands never talk “to” you, just “at” you

[00:29:32] – Are you a “cat in the data mine”? How AdGreetz wins at personalization without crossing the line

[00:36:34] – Why B2B targeting is harder and what most sales teams still get wrong in 2024

[00:44:00] – Frankel’s daily success routine: trainers, sleep, boundaries… and admitting when to take the L

Mentioned Resources

1. BizGreetz
2. Warner Bros.
3. Syracuse University Concert Committee
4. Fred Silverman (TV programming legend)
5. Nike
6. Kiehl’s
7. Barney’s New York
8. Columbia House
9. Stone Pony (music venue)
10. Cole Haan
11. Salesforce and Adobe (as B2B marketing examples)
12. Landmark Theatre (Syracuse)

About the Guest

Eric Frankel is the Founder and CEO of AdGreetz, a cutting-edge personalization platform transforming how brands communicate with customers. Previously, he spent 30 years climbing the ranks at Warner Bros., where he ultimately served as President of Warner Bros. Domestic Cable Distribution. A sought-after innovator in media and tech, Frankel blends deep entertainment industry insight with a bold, data-driven approach to modern marketing.

🔗 LinkedIn | Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this deeply human conversation, Michael sits down with Nexus IT Consultants founder and CEO Earl Foote to unpack how he’s built one of the fastest-growing managed IT and cybersecurity firms in the country, not through hustle and grind alone, but by leading with creativity, culture, and conviction.

From musician to entrepreneur, Earl shares how art and architecture led him to tech, and how aligning people with purpose is now the fuel behind Nexus’ 40%+ organic growth. Whether you’re an MSP founder thinking about your next chapter, or a leader navigating scale in a crowded market, this episode reveals what’s possible when you stop chasing transactions and start building something bigger.

This isn’t your average IT conversation. It’s a masterclass in building a movement.

Timestamped Highlights

[00:00] – Meet Earl Foote: CEO of Nexus IT and creator of a people-first tech culture

[00:02:00] – Why Nexus only hires growth-minded, mission-aligned people

[00:04:00] – The philosophy behind building a world-class team environment

[00:06:00] – From dropping out to play music… to building a multimillion-dollar firm

[00:10:00] – Creativity as a competitive edge in business

[00:14:00] – How an e-commerce experiment led to a cybersecurity empire

[00:20:00] – Inside Nexus’ non-dilutive growth strategy (and 8 MSP acquisitions)

[00:23:00] – Why Earl is the acquirer founders actually want to work with

[00:29:00] – What’s the endgame? Earl’s long-term vision for Nexus and legacy

[00:33:00] – What “world-class service” really looks like—and how Nexus measures it

[00:38:00] – Red flags to avoid when choosing an MSP partner

[00:41:00] – How to connect with Earl (and maybe even jam on guitars in Salt Lake)

[00:42:00] – One small moment that changed everything: surviving a major fraud event

Mentioned Resources

1. Entrepreneurs’ Organization (EO)
2. Nexus IT Growth & M&A Insights
3. Eddie Van Halen and Frankenstrat
4. The Five Dimensions of Vitality by Michael J. Fischer

About the Guest

Earl Foote is the founder and CEO of Nexus IT Consultants, a nationally recognized cybersecurity and IT firm that has scaled through purpose-driven leadership and intentional culture. With over 25 years of experience, Earl is known for bringing art and humanity into the tech world, serving high-compliance industries with world-class service while building an award-winning company people love working for.

🔗 LinkedIn 📧 Email 🌐 Website

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. and Podcast Your Brand. Production and editing by Podcast Your Brand.

In this conversation, Michael reconnects with longtime friend and franchise entrepreneur Jeff Silbert, co-founder of 10 Hand & Stone locations and regional developer for Moxie Salon. Jeff shares how he went from coding at Accenture to scaling membership-based wellness brands and why his sweet spot isn’t startups at zero, but businesses just past lift-off.

They talk about what makes a franchise model work, how to identify scalable opportunities, and why people, process, and passion are the core of every successful expansion. Whether you’re exploring entrepreneurship, looking to scale a service business, or curious about entering the wellness space, this episode is full of lessons from the trenches of brand-building.

And if you’re wondering how to grow your business without burning out? This one’s a masterclass in doing it the right way with clarity, conviction, and a tight inner circle.

Timestamped Highlights

[00:00] – Meet Jeff Silbert: Hand & Stone co-founder and Moxie regional developer

[00:01:20] – From Accenture to entrepreneurship: Jeff’s early path to business ownership

[00:03:14] – Why he doesn’t like “idea-stage” businesses and what gets him excited instead

[00:05:00] – The power of the membership model: funnel thinking, retention, and revenue stability

[00:07:00] – Balancing the franchise playbook with entrepreneurial creativity

[00:08:45] – Why great franchisees are coachable and aligned with the brand’s vision

[00:11:32] – Can the average person really enter the franchise world? Here’s how.

[00:14:00] – Why Jeff and his brother diversified into Moxie after 10 Hand & Stone locations

[00:17:00] – Moxie’s team-based salon model and how it flips the stylist/client dynamic

[00:20:00] – Building culture without relying on individual “star” stylists

[00:23:00] – The dig in the neighborhood: why the wellness space is bigger than business

[00:25:00] – What COVID taught them and how loyal members saved the business

[00:27:00] – How Jeff maintains vitality: people, boundaries, and the power of EO

[00:33:34] – The moment that changed everything: investing in long-term friendships

[00:36:14] – Thinking about a franchise? Jeff shares who Moxie is looking for

Mentioned Resources

1. Moxie Salons & Beauty Bars
2. Hand & Stone Massage and Facial Spa
3. Entrepreneurs’ Organization (EO)
4. P90X by Tony Horton
5. Danny Meyer’s book Setting the Table (on hospitality leadership)
6. 
   

Guest Bio: Jeff Silbert

Jeff Silbert is a seasoned franchise operator and business builder. As co-founder of 10 Hand & Stone Massage and Facial Spa locations and the regional developer for Moxie Salons in New Jersey, Jeff brings deep experience in scaling membership-based wellness brands. He’s a passionate believer in team-driven growth, people-first leadership, and making a “dig in the neighborhood” by positively impacting communities through service-based business.

🔗 LinkedIn 📧 Email

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this candid solo episode, Michael J. Fischer breaks down a principle that’s shaped both his personal and professional life: The No Asshole Rule. From his early years as a “baby banker” grinding through endless networking events to his current role as Managing Director at DBD Investment Bank, Michael shares how saying no to misaligned clients, partners, and even bosses became the key to protecting his energy and integrity.

You’ll hear what happens when you chase every deal out of desperation, why gut instincts are your most underused business tool, and how real success starts with one simple rule—only work with people whose values match yours.

If you’ve ever felt drained by the wrong client, team, or deal, this episode is your reminder that boundaries aren’t arrogance; they’re leadership.

Timestamped Highlights

[00:00] – What “Going Beyond the Deal” really means for Michael Fischer

[00:01:00] – Introducing the No Asshole Rule and why it changed everything

[00:01:45] – The early days as a “baby banker” with a $3.5M goal and no filter

[00:03:00] – Thousands of handshakes, thousands of business cards, and total burnout

[00:04:00] – The annual reset that sparks every rainmaker’s anxiety

[00:05:00] – The heavy cost of saying yes to misaligned clients

[00:06:00] – Trust your gut: why your first impression is usually right

[00:07:00] – Red flags to watch for and the “Would I invite them to dinner?” test

[00:08:00] – What happens when alignment meets energy—it’s magical

[00:08:45] – Saying no doesn’t make you rude—it makes you a leader

[00:09:10] – A look ahead: The Five Dimensions of Vitality and why protecting your circle matters

Mentioned Resources

1. The Five Dimensions of Vitality (upcoming book by Michael J. Fischer)

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: https://rebrand.ly/dbd-investment-47fca2

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this powerful solo episode, J. Michael Fischer, Jr. shares a raw, personal reflection on how personal development transformed not just his career but his identity. From working as a janitor and rebuilding alternators to becoming Managing Director at a bespoke investment bank, Michael reveals the pivotal mindset shifts that helped him rewrite his life in his 40s.

You’ll hear how COVID offered a catalyst, why he traded a cushy salary for entrepreneurship, and the honest truth about what it takes to design your “Second Half Playbook.”

If you’re coasting in a career that no longer excites you, this episode is your urgent wake-up call. Hit play now to discover why the second half of your life deserves your boldest moves and why the cost of delay is steeper than you think.

Mentioned Resources

1. Michael’s “Second Half Playbook” article on LinkedIn
2. Tony Robbins' podcast on midlife transformation
3. 
   

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: https://rebrand.ly/dbd-investment-47fca2
3. 
   

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

In this episode of the Going Beyond the Deal Podcast, J. Michael Fischer Jr. speaks with Amos Bar Joseph, co-founder and CEO of Swan AI, a company building AI agents designed to transform go-to-market operations for modern businesses. Amos shares how his childhood in a scientific community and his early career in game theory shaped his approach to problem-solving, entrepreneurship, and building companies that scale intelligently rather than just adding headcount.

From founding and selling two startups, including one that worked with major airlines worldwide, to pioneering the concept of an “autonomous business,” Amos explains why companies of the future will empower employees to work in their zone of genius while AI handles the repetitive, mundane tasks. This episode dives into AI adoption, organizational culture, mental health, and the radical ways technology is reshaping business.

Learn why ruthless prioritization and self-care are the keys to thriving as an entrepreneur in the AI era. If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why AI is one of the most intuitive technologies ever created, and how to embrace it in your business
2. How to identify and operate within your “zone of genius”
3. Why the future of work is about autonomy and vision alignment, not bureaucracy
4. How Amos scaled Swan to over 200 customers with a three-person founding team
5. The mental habits that help entrepreneurs avoid burnout
6. Why marketing is about emotions, not just analytics
7. How AI agents can 100x the effectiveness of every employee
8. And much more…

Guest Bio:

Amos Bar Joseph is the co-founder and CEO of Swan AI, a company on a mission to build the first truly autonomous business by leveraging AI agents to transform go-to-market operations. An entrepreneur at heart, Amos previously founded and sold two tech companies. A graduate of Tel Aviv University’s PPE honors program, he is passionate about game theory, entrepreneurship, and helping businesses scale with intelligence rather than headcount.

Resources:

1. Connect with Amos on LinkedIn
2. Subscribe to The Big Shift Newsletter

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of the Going Beyond the Deal Podcast, host J. Michael Fischer Jr. sits down with Chase Ramey, CFO of Organifi, a purpose-driven supplement company known for its high-quality, efficacious products. Chase shares how burnout early in his career pushed him to reevaluate his path, leading him to Organifi, where he rebuilt his health, career, and personal life while helping scale the company from a tiny office in San Diego to a brand trusted worldwide.

Chase reflects on the lessons learned from Deloitte, why personality and people skills matter more than technical complexity, and the challenges of balancing a visionary founder’s big ideas with the financial realities of a bootstrapped business. He also discusses building a life connected to nature, working alongside his wife, and putting priorities in the right order so that career supports life, not the other way around.

Thinking about leaving corporate life for something more meaningful? Learn how Chase made the leap and why it paid off. If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why burnout can be the catalyst for finding purpose and alignment
2. How Chase went from Deloitte to Organifi and why he took a massive pay cut
3. The importance of learning to manage risk and cash flow
4. Why novelty and routine together create long-term fulfillment
5. How Organifi has scaled without outside capital while staying true to its mission
6. Why lifestyle choices matter more than supplements and how to use them to fill the gaps
7. How to prioritize relationships and health while building a successful career
8. The power of listening to your intuition and acting on small nudges
9. And much more…

Guest Bio:

Chase Ramey is the CFO of Organifi, a leading health and wellness company dedicated to creating high-quality, efficacious supplements. With a background in accounting at Deloitte, Chase combines financial expertise with operational strategy to help scale Organifi without outside capital.

Resources:

1. Connect with Chase on LinkedIn
2. Follow Chase on Instagram
3. Organifi
4. TheMedicin

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of the Going Beyond the Deal Podcast, J. Michael Fischer Jr. sits down with Reggie Ford, a TEDx speaker, bestselling author of Perseverance Through Severe Dysfunction, and founder of the Vulnerability Muscle framework. Reggie shares his extraordinary journey from growing up in poverty and chaos to building a successful career in finance, only to realize that money alone couldn’t solve the deepest challenges.

Through raw honesty and powerful insights, Reggie opens up about grief, shame, and the breaking point that led him to redefine his life. He explains how vulnerability became his greatest strength, why storytelling matters, and how he helps others build resilience, self-awareness, and purpose. This conversation is about much more than success; it’s about learning to love yourself, heal from pain, and create impact by being authentic.

If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why money only solves money problems, and what really drives fulfillment
2. The importance of checking in with yourself and others to prevent burnout
3. How compartmentalizing emotions can help you survive — and why it eventually breaks down
4. Why sharing your story can transform shame into connection
5. How vulnerability builds stronger relationships and makes you a better leader
6. The pervasive belief that “we are not enough”, and how to reframe it
7. Practical strategies for gratitude, self-talk, and living with more love and purpose
8. And much more…

Guest Bio:

Reggie Ford is a TEDx speaker, bestselling author, entrepreneur, and mental health advocate. His bestselling book, Perseverance Through Severe Dysfunction, is a powerful memoir about trauma, healing, and the journey from pain to peace. As the founder of the Vulnerability Muscle framework, Reggie helps corporate leaders and organizations build emotionally intelligent cultures rooted in trust, resilience, and psychological safety. He is also the host of the Vulnerability Muscle podcast, where leaders and changemakers open up about what it means to lead with heart.

Resources:

1. ReggiedFord.com
2. Connect with Reggie on LinkedIn
3. Follow Reggie on Instagram
4. Follow Reggie on Facebook
5. Follow Reggie on X
6. Vulnerability Muscle with Reggie D. Ford Podcast
7. Reggie’s Book: Perseverance Through Severe Dysfunction: Breaking the Curse of Intergenerational Trauma as a Black Man in America
8. Book Mentioned: Positivity: Groundbreaking Research Reveals How to Embrace the Hidden Strength of Positive Emotions, Overcome Negativity, and Thrive

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of Going Beyond the Deal podcast, J. Michael Fischer Jr. speaks with Blake Balsamo, Executive Director, Americas at i2i Logic. Blake shares how he transitioned from being one of New Jersey’s most well-known commercial bankers to helping transform the way bankers and clients interact through data-driven insights.

From the challenges of leaving behind stability to embrace uncertainty, to his vision for the future of commercial banking in an AI-driven world, Blake offers an insightful look at risk-taking, reinvention, and why being “comfortable with being uncomfortable” is the key to growth.

Hear why Blake believes generative AI will reshape the future of banking and how to prepare for it today. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why Blake chose to leave a successful career in commercial banking to join i2i Logic
2. The role of mentors and trusted advisors in making career-defining decisions
3. Why every banker should start in risk management
4. The frustrations clients face with repetitive banking pitches, and how to break that cycle
5. How i2i Logic helps bankers create deeper, more meaningful conversations with clients
6. The impact of generative AI on the future of banking and client relationships
7. Why mentors, habits, and hobbies are essential to avoiding burnout and staying effective
8. And much more…

Guest Bio:

Blake Balsamo is the Executive Director, Americas at i2i Logic, a fintech company transforming how bankers engage clients through data and insights. A former top commercial banker in New Jersey, Blake built his career at institutions like Citibank, Goldman Sachs, and JPMorgan Chase before taking the leap into fintech.

Resources:

1. Connect with Blake on LinkedIn
2. i2i Logic
3. Book Mentioned: The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of the Going Beyond the Deal podcast, host J. Michael Fischer Jr. sits down with Abe Kasbo, marketing strategist, entrepreneur, and author of the upcoming book Irresponsibly Digital, to unpack what’s really working in marketing today. With over two decades of experience leading successful campaigns and advising top-tier brands, Abe brings a rare blend of insight, candor, and hard-earned wisdom.

From his immigrant roots to leading a business built on clarity and strategy, Abe’s journey is rich with lessons in resilience, authenticity, and disciplined thinking. He shares how relying on instinct has often served him better than overthinking, why the American brand still holds unmatched global influence, and how marketers can stop “dropping bombs” and start asking smarter questions.

Whether you're a business owner, marketing leader, or someone who simply wants to make better decisions in a noisy world, this episode is packed with real talk and valuable perspective.

If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why strategic prioritization beats scattered, unfocused marketing efforts
2. How Abe uses instinct and experience to guide high-stakes decisions
3. What makes the American brand so globally powerful
4. Why some marketing works—and some simply doesn’t
5. The problem with “marketing bombs” and one-size-fits-all tactics
6. How to be more self-critical without being self-destructive
7. Why getting into the weeds is essential to truly serving your clients
8. How Abe’s immigrant experience shaped his grit and perspective
9. And much more…

Guest Bio:

Abe Kasbo is the Founder and CEO of Verasoni, a marketing communications advisory and agency serving Fortune 500, middle-market, and startup clients worldwide. He advises C-Suite executives on branding, communications, and public relations, and has been featured in major outlets including The New York Times, Forbes, and PBS. Abe is also the producer and director of the acclaimed PBS documentary The Arab Americans and the author of the upcoming book Irresponsibly Digital.

Resources:

1. Irresponsibly Digital
2. Verasoni
3. Connect with Abe on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

George opens up about his personal entrepreneurial journey and how that experience shaped his view on capital, optionality, and work-life integration. He explains why certain private credit partners offer more than just funding—it provides flexibility, operational support, and relationship-driven growth partnerships. Whether you’re a founder preparing for expansion or simply rethinking your financing strategy, this conversation will challenge your assumptions and inspire new perspectives.

If your 2025 strategy includes growth, optionality, and smart partnerships, don’t miss what’s coming next. Also, if you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why private credit is gaining ground as the future of financing
2. The difference between traditional lending and relationship-driven private credit
3. When private credit is most impactful, particularly as true growth capital
4. How to create optionality for your business and protect your equity
5. Why entrepreneurs should plan to "make plan"—not just hope for outcomes
6. How George views work-life integration instead of balance
7. The mindset shift needed to enjoy and grow through your work hours
8. Why authenticity and fulfillment are critical to personal and professional success
9. And much more…

Guest Bio:

George Alifragis is the Senior Vice President at Metropolitan Partners Group, bringing nearly two decades of experience as a trilingual revenue leader, GTM operator, and award-winning partnerships strategist. Throughout his career, he has consistently exceeded growth objectives, delivering transformative results across industries. George is known for his data-driven approach to strategic planning, scaling and his expertise in business development, brand building, ecosystem growth, and cross-functional collaboration. With a passion for helping founders grow, build optionality, preserve equity, and thrive both professionally and personally, George stands out as a top-tier communication, thought leader and innovation driver in the world of private credit and beyond.​​​​​​​​​​​​​​​​

Resources:

1. Connect with George on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with TJ Bongiorno, founder of Ramp Health, for a dynamic and wide-ranging conversation about entrepreneurship, brain performance, personal development, and building a business that aligns with who you truly are. From selling knockoff sneakers in Queens to launching a science-backed supplement brand while raising a toddler, TJ’s story is equal parts hustle, experimentation, and purpose.

You’ll hear how he bootstrapped his startup with just a presale and a Shopify store, what nootropics actually are (and how to use them), and why he believes launching a business is the fastest path to self-actualization. Whether you're a founder, biohacker, or professional chasing your next level, this episode is packed with real talk and actionable gems.

Curious how a nootropics founder with ADHD bootstrapped a supplement brand while raising a toddler? TJ Bongiorno shares how he turned his brain chemistry into a business advantage and built Ramp Health from a presale and a purpose. Tune in to hear how entrepreneurship can become the most powerful tool for self-awareness, resilience, and legacy.

If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. How TJ went from selling fake sneakers to launching a health brand
2. TJ’s lean approach to testing a business idea with just $12K in presales
3. What nootropics are, how they work, and how to use them safely
4. How TJ turned ADHD into an entrepreneurial advantage
5. What entrepreneurship taught TJ about himself and the impostor syndrome
6. How to test a business idea in under 30 minutes with AI and $25 in ads
7. What legacy means to a founder balancing business, fatherhood, and purpose
8. And much more…

Guest Bio:

TJ Bongiorno is the founder of Aurenza and Ramp Health, a nootropics and wellness brand focused on performance, clarity, and harm reduction. With a background in sales engineering and tech, TJ bootstrapped his supplement company while raising a toddler and working full-time. Diagnosed with ADHD, he’s on a mission to help professionals unlock their cognitive edge through evidence-backed formulas. TJ shares his entrepreneurial journey transparently on social media and is building not just a business, but a legacy for his family and future generations.

Resources:

1. Ramp Health
2. Connect with TJ on LinkedIn
3. Follow TJ on X
4. Follow Ramp Health on Instagram

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. speaks with Trent Steele, founder of the Anti-Predator Project, a nonprofit organization dedicated to combating human trafficking and sexual predators in the United States through the use of specially trained private investigators. Alongside their investigative and protective services for victims, the organization is also deeply committed to educating the public about the true scope of human trafficking across the country.

Trent shares what it takes to operate in one of the most emotionally and operationally demanding spaces, how his personal mission has evolved, and why choosing impact over income has changed his entire definition of success. He also opens up about the leadership challenges, the emotional weight of rescue work, and the importance of surrounding yourself with people who believe in something bigger than themselves.

Want to know what it really means to build a career around purpose instead of profit? In this episode, Trent Steele shares his story of fighting human trafficking through nonprofit work—and how choosing impact over income changed his life.

If you're feeling stuck or searching for more meaning in your work, this conversation will shift your perspective. Hit play and hear what happens when you follow your mission, not just the money.

If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why Trent created the Anti-Predator Project and how it fills a critical gap in law enforcement efforts
2. The emotional and personal transformation that comes from doing mission-driven work
3. How living with gratitude and purpose reshaped Trent’s life and perspective
4. The challenges of nonprofit work and why more funding = more lives helped
5. How small decisions can lead to massive changes in life and career
6. Why purpose outweighs any paycheck
7. How to support the Anti-Predator Project and get involved
8. And much more…

Guest Bio:

Trent Steele is the founder and CEO of the Anti-Predator Project, a nonprofit organization dedicated to combating human trafficking and sexual predators in the U.S. through the use of specially trained private investigators. With a strong background in law enforcement and emergency management, Trent brings extensive expertise in crisis response, intelligence, and computer forensics.

Resources:

1. Connect with Trent on LinkedIn
2. Anti-Predator Project
3. Follow the Anti-Predator Project on Facebook
4. Follow the Anti-Predator Project on X
5. Follow the Anti-Predator Project on Instagram

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

Listeners will hear insights on what makes or breaks a transition plan, why succession is about more than leadership change, and how owners can build scalable value while preparing for a smooth exit. Jeff also discusses the importance of outside advisory voices, the emotional dynamics of business succession, and how his work at JHP Advisors supports CEOs in developing a clear vision for the future.

Curious how to exit your business with both value and peace of mind? This episode unpacks the emotional, financial, and strategic layers behind successful transitions—press play to get ahead of the curve.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why being honest with yourself is essential before any major business transition
2. The role of ego, pride, and emotional readiness in exiting your business
3. How to identify and work with a truly effective advisor
4. What qualities to look for in someone supporting your transition (and what to avoid)
5. The importance of asking good questions over having all the answers
6. How Jeff’s personal mission to “help people come out the other side” shapes his work
7. And much more…

Guest Bio:

Jeff Parnell is a CEO, advisor, and author who specializes in succession and exit planning for CEOs, business owners, boards, and investors. Through his work with JHP Advisors, Jeff draws on decades of C-suite experience across ecommerce, consumer goods, home furnishings, food manufacturing, and family-owned businesses. He has led companies through high-stakes transitions, tripled and quadrupled revenue in established businesses, and launched a $100M ecommerce division within a publicly traded firm. As an interim and fractional CEO, he helps organizations scale with clarity, efficiency, and confidence.

Resources:

1. Connect with Jeff on LinkedIn
2. The Heart of Transition
3. The Heart of Transition Book
4. Ego Is the Enemy

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

John shares real-world strategies for driving EBITDA growth by optimizing vendor contracts, identifying overlooked cost centers, and rethinking long-standing supplier relationships. He explains why many companies overpay, especially in high-spend areas like insurance and medical supplies, not out of necessity, but out of habit and assumption. Through this conversation, John makes a compelling case for why effective procurement and strategic cost control aren't just operational concerns but they’re key levers for business valuation and sustainable success.

Whether you're a business owner, executive, or dealmaker, this episode will sharpen your lens on financial efficiency and challenge how you view cost and value across your organization.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why strategic expense management is one of the fastest ways to grow your EBITDA
2. How to identify hidden cash leakage within your organization
3. The risks of staying loyal to long-time vendors without reviewing contracts
4. Why medical supplies and insurance are common areas of overspending
5. How to negotiate better value without always switching providers
6. Why you need to challenge assumptions like “we’re already getting the best deal”
7. How fitness and networking play a surprising role in long-term business performance
8. And much more…

Guest Bio:

John Carpenter is the National Practice Partner at ERA Group and a leading expert in strategic cost optimization, vendor management, and financial efficiency. With a passion for helping mid-to-large-sized companies take command of their expenses, John has helped organizations unlock significant profitability by reevaluating long-held supplier strategies. As a board member, advisor, and sought-after speaker, he works with clients to identify cash leaks, maximize EBITDA, and build lasting value through smart financial operations.

Resources:

1. Connect with John on LinkedIn
2. ERA Group

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

Chris shares how he and his partners approached the firm from day one with the intention of creating something scalable, sustainable, and mission-driven. He discusses the value of running a firm like a real business, building a team that believes in a shared vision, and treating every role, no matter how public-facing or behind the scenes, as equally vital to the firm’s identity.

Listeners will also hear candid reflections on the challenges and sacrifices of entrepreneurship, the importance of risk tolerance, and what it really means to go “beyond the deal” in the legal space.

Enjoy!

Key takeaways:

1. What separates great firms from good ones in commercial real estate law
2. How shared mission and equity partnerships foster strong internal culture
3. Why every role, from receptionist to partner, is equally essential
4. The personal trade-offs of owning and running your own firm
5. The value of risk tolerance and following your instincts
6. And much more…

Guest Bio:

Chris J. Murphy is a partner and co-founder of Murphy Schiller & Wilkes LLP, where he leads the Land Use, Zoning and Redevelopment, and Tax Credits and Incentives practice groups. With experience securing over $800M in tax credits and incentives, Chris is a trusted advisor to major developers across New Jersey. He is also co-author of the Financial Incentives chapter in Commercial Real Estate Transactions in New Jersey and has been featured in publications such as NJBIZ and The Wall Street Journal. Before practicing law, Chris competed professionally in both ice hockey and boxing.

Resources:

1. Connect with Chris on LinkedIn
2. MurphyLLP.com

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. dives deep into Michael’s remarkable career path—from his early days in a Rutgers lab to building and selling a drug discovery company, and now leading one of New Jersey’s top innovation engines. Michael opens up about raising capital against the odds, recognizing when to sell in a bubble, and why consistency in fitness is a direct reflection of success in business.

If you’re an entrepreneur, a father, or someone building something from scratch, this episode will challenge your thinking, inspire action, and leave you with practical tools to level up in life and leadership.

Also, if you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

1. Why biotech entrepreneurship is a completely different ballgame than tech startups
2. What led Michael to sell his company at the top, despite his board’s resistance
3. How NJII is connecting higher ed with real-world innovation in AI, defense, and healthcare
4. What makes ”1% Dad” more than just another fitness book for fathers
5. The three essential habits Michael believes drive long-term health and leadership success
6. Why most people don’t seek mentorship—and how to be the exception
7. The core question every aspiring founder needs to ask before jumping in
8. And much more…

Guest Bio:

Dr. Michael Johnson is the President of the New Jersey Innovation Institute (NJII), a former biotech founder, and author of the book ”1% Dad”. With a PhD in Environmental Sciences and real-world experience taking a biotech company from lab bench to acquisition, Michael brings a unique blend of scientific rigor, entrepreneurial grit, and operational leadership to everything he does. A recognized voice in the conversation around fatherhood, discipline, and high performance, Michael is also a seasoned CEO and father of two who teaches men how to win in all areas of life without compromise.

Resources:

1. 1% Dad
2. Connect with Dr. Michael on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of Going Beyond the Deal, host J. Michael Fischer Jr. sits down with Zach to explore the fascinating story of a third-generation family business in chemical manufacturing. From humble beginnings in a basement bathtub to innovating the next generation of ultra-pure bleach, Zach shares a refreshingly candid take on legacy, leadership, and sustainability.

This is not just a story about chlorine—it’s about responsibility, reinvention, and redefining what it means to lead a century-old business into the future.

If you've enjoyed this episode of the Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. How Zach’s rural upbringing shaped his values and leadership approach
2. Why his father insisted he work outside the family business before joining it
3. How the advanced bleach manufacturing process serves over 36 million Americans
4. What makes Paragon Ultra-Pure Bleach different—and why it matters
5. How sustainability and efficiency drive Kuehne Company’s mission and operations
6. How Zach is transforming a legacy business with modern tools and a culture of continuous improvement
7. The small decision that changed the course of Zach’s life and career
8. And much more…

Guest Bio:

Zach Kuehne is the President of the Kuehne Company, a third-generation, family-owned chemical manufacturing business. With a background in entrepreneurship and a hands-on approach to leadership, Zach has played a pivotal role in modernizing operations, improving sustainability, and expanding the company’s reach in servicing municipal water systems. His mission is to bridge the old with the new—preserving legacy while driving innovation.

Resources:

Connect with Zach on LinkedIn

KuehneCompany.com

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with executive and cybersecurity expert Darek Hahn for an eye-opening conversation about navigating business growth, technology, and authentic leadership. Far from a typical tech talk, this episode focuses on how genuine relationships and intentional leadership can transform both company culture and security practices.

Darek shares lessons from his journey as CEO of AffinIT, a company redefining the relationship between people and technology. Together, they explore why too many small businesses plateau, how to stay ahead of technological changes like AI, and why true leadership means giving up control and fostering collaboration.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

1. How leading with vulnerability can unlock business growth
2. What makes a cybersecurity strategy actually effective
3. Why building real relationships in tech is a game-changer
4. What to know about AI risk—and how to prepare your company
5. Why many IT decisions fail without external accountability
6. How detachment in work culture leads to poor outcomes
7. The role of personal mission and structure in great leadership
8. And much more…

Guest Bio:

Darek Hahn is the CEO of AffinIT and an executive mentor, speaker, and soon-to-be author. With decades of experience in IT and leadership, Darek is known for helping organizations scale with intentional structure, genuine connection, and a people-first mindset. He’s built a career on trust, values, and resilience—guiding companies toward secure, strategic, and sustainable success.

Resources:

AffinITmsp.com

Connect with Darek on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In today’s episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with the one and only Buddy Valastro, a.k.a. the Cake Boss, for a deeply personal conversation about legacy, leadership, and the drive that turned a Hoboken bakery into a globally recognized brand.

From taking over Carlo’s Bakery as a teenager after the loss of his father, to navigating the early challenges of keeping a family business alive in the face of supermarket competition, Buddy shares how he transformed adversity into fuel. You’ll hear the story of how Cake Boss came to life—not through agents or auditions, but through grit, relationships, and relentless belief in the power of storytelling.

Buddy also opens up about staying grounded in the whirlwind of fame, leading with efficiency and integrity, and why, despite all his success, his proudest accomplishment is still his family. Whether you’re an entrepreneur, a creator, or just someone who’s had to start from scratch, this episode offers rare insight into what it really takes to build something lasting.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

1. How Buddy took over Carlo’s Bakery at age 17 and earned respect as a young leader
2. The moment that sparked his shift from survival mode to visionary growth
3. Why efficiency became the cornerstone of his leadership style
4. How Cake Boss came to be, and why it almost wasn’t on TV
5. What Buddy learned about sales, trust, and relationships from meeting thousands of brides
6. The behind-the-scenes evolution of Cake Boss into a global franchise
7. How Buddy balances being a CEO, husband, and father in the middle of a media empire
8. And much more…

Guest Bio:

Buddy Valastro is a fourth-generation baker and the owner of Carlo’s Bakery, a business founded in 1910 and made world-famous through the hit TV show Cake Boss. After taking over the bakery at age 17 following the sudden death of his father, Buddy transformed a small Hoboken storefront into a billion-dollar global brand spanning television, restaurants, frozen foods, and consumer products. Known for his passion, work ethic, and efficiency-driven leadership, Buddy remains deeply committed to his roots—both in business and in family. He continues to run Carlo’s Bakery alongside his wife Lisa and their children, while innovating new ventures like scratch-made frozen pizza and national supermarket lines—all while staying grounded in the values that shaped his journey.

Resources:

CarlosBakery.com

Follow Carlo’s Bakery on Instagram

Follow Carlo’s Bakery on Facebook

Follow Carlo’s Bakery on X

Follow Carlo’s Bakery on TikTok

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In today’s episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with Charles Scott, former Intel Corporation executive turned executive mentor, to explore what it truly means to live a life of vitality, purpose, and self-directed growth. Charles shares the deeply personal journey that led him to leave a high-level corporate role at Intel to build a legacy centered around family, meaning, and transformation.

From cycling across Japan with his 8-year-old son to mentoring ambitious CEOs through their midlife transitions, Charles unpacks the power of “following the nudge,” embracing discomfort, and learning how to design a life that doesn’t just look good on paper, but actually feels fulfilling.

Whether you're an entrepreneur, executive, or high-performer quietly asking “Is this all there is?”—this conversation offers a roadmap to tune back into what really matters, without blowing up your life to get there.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

1. Why your dream job can still lead to stagnation—and how to recognize it
2. The definition of vitality (and why it’s your most important metric)
3. How to identify and act on a “nudge” when you feel called to change
4. The difference between succeeding within a structure vs. building your own
5. What the “ambitious person’s trap” looks like—and how to avoid it
6. Why physical and emotional health are non-negotiable for growth
7. How to use self-check-ins to realign your goals with who you are now
8. Why the second half of life can be more creative, meaningful, and alive
9. And much more…

Guest Bio:

Charles R. Scott is an executive mentor who helps leaders pursue ambitious goals while building lives of purpose and intentionality. After 14 years at Intel Corporation, Charles left the corporate world to become an adventurer, author, and co-founder of the nonprofit Team See Possibilities. He has cycled over 7,000 miles across Japan, Iceland, Europe, and the U.S. with his children, and guided the first blind runner to complete a nonstop double crossing of the Grand Canyon. Charles is the creator of the executive workshop “What Do You Want to Be When You Grow Up?”—delivered to thousands of CEOs and senior leaders across North America—and was named Speaker of the Year by TEC Canada. His talks have reached audiences at The World Bank, Uber, Intel, Harvard Business School, and more.

Resources:

ExecutiveMentorCharlesScott.com

Podcast Mentioned:

Good Life Project podcast

Book Mentioned:

Sparked: Discover Your Unique Imprint for Work that Makes You Come Alive

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

Bill shares his personal journey from wanting nothing to do with the family business to eventually taking the reins, applying lessons from coaching and team leadership to grow Hatteras into a national brand. From retail signage and influencer packaging to personalized direct mail triggered by e-commerce behavior, Bill reveals how Hatteras is staying relevant—and growing—in a digital-first world.

You’ll also hear the wisdom passed down from his father and the leadership philosophy that has shaped his company’s culture. Whether you're a founder, executive, or next-gen leader navigating growth, legacy, and personal identity, this conversation will give you both perspective and tactical ideas.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

1. Why personalized print marketing still delivers results in 2025
2. How to lead a family business without losing your own identity
3. The surprising power of print in a digital world
4. What Bill learned from coaching college lacrosse that shaped his business leadership
5. Why packaging is becoming a key marketing channel—not just a necessity
6. The mindset shift that helped him step confidently into the CEO role
7. How breathwork, jiu jitsu, and cold plunges sharpen his leadership edge
8. The life and leadership lessons Bill learned from his father
9. And much more…

Guest Bio:

Bill Duerr is the President and CEO of Hatteras, a print and packaging company founded by his father in 1983. From marketing collateral to direct mail, influencer kits to custom folding cartons, Hatteras serves top national brands with print solutions that are relevant, timely, and deeply human. Bill began his career in coaching college lacrosse before joining the family business, eventually stepping into leadership and helping evolve Hatteras into a modern, data-savvy organization.

Resources:

Hatteras

Follow Hatteras on Facebook

Follow Hatteras on Instagram

Follow Hatteras on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Manuel shares how he leveraged decades of experience in the spirits industry to develop a unique portfolio of premium tequila, mezcal, and gin brands. From navigating the challenges of launching a brand—from scratch to overcoming setbacks in trademarking and distribution—Manuel provides an inside look at the highs and lows of building a business.

He also delves into the importance of storytelling, brand integrity, and maintaining work-life balance while growing an international brand. If you’ve ever considered taking the leap into entrepreneurship, this episode is packed with practical advice and inspiration.

In This Episode You'll Learn:

1. Corporate jobs often only show a narrow view of the big picture
2. Growth comes with cycles of ups and downs; learning from setbacks is key
3. Maintaining clarity of mind is essential for effective leadership
4. Entrepreneurship can be isolating, but a strong team and support system make it manageable
5. Passion and expertise in your field are critical for long-term success
6. And much more…

Guest Bio:

Manuel Aczualdez is the founder and CEO of Drink Good Spirits, a company specializing in premium tequila, mezcal, and gin crafted with sustainability and authenticity at its core. With over two decades of experience at industry giants like Diageo and Clase Azul, Manuel combines his expertise with a passion for creating meaningful brands that tell stories. His commitment to quality and innovation has made Drink Good Spirits a standout in the industry.

Resources:

Aldeztequila.com

Aldezmezcal.com

Aczugin.com

Follow Aldez Tequila on Instagram

Follow Aldez Mezcal on Instagram

Follow Aczu Gin on Instagram

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

John shares how growing up in a family business shaped his leadership mindset and why stepping away to gain outside experience was a game-changer. He also dives into his work in private equity, renewable energy, and EV infrastructure, offering insights on how businesses can scale strategically while staying ahead of industry shifts.

If you’re an entrepreneur, investor, or business leader looking to navigate growth, embrace change, and leverage sustainability for long-term success, this episode is packed with valuable takeaways and lessons learned from decades of experience. Enjoy!

In This Episode You'll Learn:

1. Why stepping outside the family business can be the best career move
2. How to balance entrepreneurship with leadership in high-growth businesses
3. The role of sustainability in modern business strategy
4. How personal development and mindset training fuel long-term success
5. The biggest lessons learned from operating and scaling businesses
6. How to find and maximize opportunities in M&A and private equity
7. And much more…

Guest Bio:

John Ziss is the President of Coral EV, helping businesses and institutions simplify EV charging installations. With 20 years of sustainability experience, he specializes in finance, M&A, and strategic growth. John began his career in his family’s business before transitioning into venture capital, private equity, and renewable energy.

Resources:

Connect with John on Linkedin

Coralev.com

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

Kyle shares how he went from working in real estate and project management to identifying a major gap in the solar industry—one that allowed him to build a company that delivers better solutions for clients. He dives into the key principles that fueled his success, from mastering cash flow management to building a strong referral network and staying relentlessly consistent.

Beyond business strategy, Kyle also reveals the mindset shifts that helped him scale Opal Energy, including the power of chasing discomfort, the importance of paying attention to details, and why being the best in your field is non-negotiable.

Whether you're an entrepreneur, investor, or business leader, this episode is packed with valuable insights that can help you scale your own success. Enjoy!

In This Episode You'll Learn:

1. Why commercial solar is a revenue-generating asset for businesses
2. The cash flow management strategies that helped Kyle bootstrap Opal Energy
3. How building a strong referral network transformed his business
4. Why consistency, resilience, and attention to detail are the keys to success
5. How chasing discomfort and setting the right identity drive long-term growth
6. And much more…

Guest Bio:

Kyle Shroufe is the CEO and Co-Founder at Opal Energy Group, a leading commercial solar development company. With a background in real estate and project management, Kyle identified inefficiencies in the solar industry and set out to build a company that offered better solutions. Under his leadership, Opal Energy has grown into a multi-eight-figure business without taking on outside investors or debt. Kyle is passionate about business strategy, leadership, and personal growth, applying principles like consistency, discipline, and calculated risk-taking to every aspect of his work.

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

From his early career as a “recovering engineer” to guiding companies through complex financial and operational decisions, Ted shares valuable insights on what it takes to scale successfully.

Listeners will discover how Ted’s unique ability to connect tech teams with executive leadership has driven growth in companies ranging from startups to billion-dollar enterprises. Whether you’re running a small business or managing a large corporation, Ted’s experiences across industries—from pharmaceuticals to software—offer key takeaways on aligning finance with operations to maximize value.

Curious about when it’s time to bring in a fractional CFO or how to align business goals with execution? Ted breaks it all down, offering actionable advice for companies of all sizes looking to streamline their operations and drive success. Listen now and enjoy!

In This Episode You’ll Learn:

1. Why the CFO plays a critical role in bridging the gap between tech and executive teams
2. How to know when your business needs a fractional CFO or other leadership support
3. The importance of systems in scaling a business, and how to develop them
4. How early-stage companies can prepare for investment and growth
5. Why aligning finance with operations is crucial for long-term success
6. And much more…

Guest Bio:

Ted Stone is the Managing Partner of TechCXO’s New York office. With decades of experience as a CFO across industries including pharmaceuticals, software, and consumer products, Ted specializes in helping companies bridge the gap between technical teams and executive leadership. His expertise lies in operational management, financial strategy, and guiding companies through growth, investment, and exit strategies.

Resources:

Techcxo.com

ted.stone@techcxo.com

Book Mentioned:

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

Connect with Michael on LinkedIn

DBD Investment Bank

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

This conversation dives deep into the value of collaboration between accountants, bankers, and other advisors, showcasing how these relationships can empower businesses to thrive. Steve discusses his role as a trusted advisor, the importance of building meaningful client relationships, and how his unique perspective—shaped by both professional expertise and personal experience—has allowed him to serve clients with empathy and effectiveness.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

1. Why an accountant should be more than just a service provider—they should be a trusted advisor
2. How collaboration between accountants and bankers creates stronger outcomes for clients
3. The importance of asking clients what success looks like to them and tailoring advice accordingly
4. Why surrounding yourself with the right team is crucial for personal and professional growth
5. How mental and physical fitness contribute to maintaining high performance
6. And much more…

Guest Bio:

Steve Poliseo is a partner at Citrin Cooperman, one of the nation’s leading middle-market accounting firms. With over 25 years of experience, Steve specializes in providing tax and advisory services to a diverse client base, from startups to billion-dollar enterprises. Known for his hands-on approach, Steve is dedicated to helping clients navigate complex challenges, define success, and achieve their financial goals.

Resources:

Connect with Steve on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of Going Beyond the Deal podcast, I sit down with Joe Furey, the President and CEO of Michael Graves and Associates, a globally renowned architectural firm headquartered in Princeton, New Jersey. With a career that began in accounting and evolved into leading one of the most prestigious names in architecture, Joe has a unique perspective on balancing creativity with business acumen.

We delve into the fascinating history of Michael Graves and Associates, explore the current trends shaping the architectural industry, and unpack the firm's ambitious acquisition strategy that’s driving their growth in new and exciting ways.

How does a firm steeped in tradition stay relevant in a rapidly changing industry? What are the key elements to consider when acquiring and integrating new companies into an established brand? And most importantly, how do you ensure that a legacy not only survives but thrives in the hands of a new generation of leaders?

Ready to learn how to strategically grow your business while preserving its core values? Tune in to this episode and discover the blueprint for successful mergers and acquisitions in any industry. Listen now and enjoy!

In This Episode You'll Learn:

1. The importance of integrating financial acumen into creative industries for sustainable growth
2. How strategic acquisitions can complement existing business strengths and fill critical gaps
3. The evolving role of technology in modern architectural practices
4. The need to balance innovation with tradition to maintain a company’s legacy while staying relevant in a rapidly changing industry.
5. The significance of a strong internal and external team when executing a roll-up strategy
6. Why people and relationships are the cornerstone of successful business deals
7. Insights into the shifting trends in the architectural industry and how to navigate them
8. The value of thinking ahead about succession planning and the future of your business
9. And much more…

Guest Bio:

Joe Furey is the President and CEO of Michael Graves and Associates, a globally recognized architectural firm known for its innovative designs and extensive portfolio of world-renowned projects. With a background in finance and accounting, Joe joined the firm in 2008 as CFO and later took on the role of CEO, where he now leads the company’s ambitious growth and acquisition strategy. His unique blend of financial expertise and leadership in the creative industry makes him a formidable force in the architectural world.

Resources

Michaelgraves.com

Connect with Joe on LinkedIn

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In today’s episode, host J. Michael Fischer Jr lays the foundation for what listeners can expect from the show. Drawing from his journey from a struggling musician to Managing Director at DBD Investment Bank, Michael shares the five core themes that guide his life and business philosophy: legacy over ego, real relationships over transactions, discipline as the foundation for freedom, holistic growth, and the power of a give-first mentality.

He also unpacks why success isn’t just about achieving deals—it's about who you become in the process. Whether you're a business owner navigating an inflection point, an executive planning your next move, or a leader seeking greater alignment and impact, this episode offers a powerful look at what it means to build something meaningful beyond the deal itself.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

1. Why true success is about who you become, not just what you build
2. The five core principles that shape high-integrity leadership and business growth
3. Why great deals start with trust, not just data or negotiation tactics
4. How the best leaders prioritize substance, service, and long-term impact over quick wins
5. Why personal growth and professional growth are inseparable
6. The dangers of chasing shortcuts, social media clout, and superficial success
7. How to align your business journey with your deeper purpose and legacy
8. Why building a powerful network is about giving first and creating real relationships
9. And much more…

Important Links

1. Follow my blog here: https://rebrand.ly/7e3544
2. Book a call with us: DBD Investment Bank

Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.

Disclaimer

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.