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Episode 24

Excited About a New Deal?

How can you ensure that your initial excitement isn't clouding your professional judgment and due diligence before and during a deal? 

What you'll learn in this episode:

In this episode, Jason and Rich explore how excitement over a new deal can either fuel success or sabotage it. They highlight the importance of stewardship and aligning opportunities with a proven operating model. Jason and Rich challenge us to balance excitement and energy with discipline, ensuring every opportunity is examined through the lens of due diligence, accountability, and long-term impact. 

 

 

 

LISTEN TO THE FULL EPISODE HERE
30:06

Episode Highlights

What you’ll learn in this episode:
 

(00:00) How unchecked excitement can interfere with proper underwriting and due diligence when evaluating new investment opportunities.

(05:37) How to maintain team energy while building structure, assigning responsibilities, and defining financial structure.

(10:21) Why looking beyond the profit and loss statement reveals deeper operational risks and leadership challenges.

(16:33) What red flags during development and acquisition can signal the need to pause a closing.

(22:41) How aligning an opportunity with a proven operating framework like EOS improves accountability and execution.

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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.