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Episode 18

Quarterly Review: Inside Epic’s End-of-Year Momentum

What actually determines whether a business acquisition makes it to closing?

What you’ll learn in this episode:

In this quarterly review, Rich and Jason reflect on a defining end to the year, highlighted by a successful acquisition and the relationships that made it possible. They unpack what it really takes to close complex deals, support leadership teams, and steward investor capital responsibly. They also explore disciplined execution, long-term thinking, and measuring success by lives impacted, not just dollars raised.

LISTEN TO THE EPISODE HERE
35:36

Episode Highlights

What you’ll learn in this episode: 

(02:40) Why business acquisitions rarely follow clean timelines and how to plan for delays.

(05:00) How maintaining strong seller relationships can determine deal success.

(09:45) What creative leadership compensation structures look like after an acquisition.

(13:30) How investor distributions are balanced with debt obligations and cash flow realities.

(18:20) Why leadership sometimes requires personal financial sacrifice to build trust.

(22:45) How portfolio-based debt strategies expand access to capital during tight markets.

(31:30) What it means to measure success through lives impacted, not just returns.

 

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About The Epic Investor

The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.