Due Diligence and How You Know if it's a Good Deal or Not | The D in SUCCEED

Radical Honesty, Leadership Blind Spots, and More Valuable Acquisitions | EOS Conference Takeaways

Why do blind spots create hidden bottlenecks inside growing organizations? In this episode, Rich and Jason share their core takeaways from attending the Entrepreneurial Operating System (EOS) conference in Kansas City. They discuss lessons learned from keynote presentations, the critical importance of radical honesty, uncovering leadership blind spots, and creating cultures built on openness, honesty, and human connection. They also emphasize how implementing solid operational systems like EOS can increase both business performance and long-term enterprise value. It was a great conference, and Rich and Jason have many good insights and stories we hope benefit you. What you’ll learn in this episode: (00:39) Rich and Jason are at the EOS Conference and share what EOS is and why it has become transformational inside their businesses. (02:25) Why immersing in the EOS community creates renewed excitement and clarity for business leaders. (05:11) Radical honesty and direct feedback prevent toxicity and resolve underlying team issues rapidly. (08:14) How identifying hidden leadership blind spots protects your team and company from unintentional operational bottlenecks. (09:29) Methods for structuring employee incentive plans lower on the P&L to directly drive company profitability and healthy culture. (12:28) The importance of blending passion and a human element into otherwise transactional business operations. (17:20) Why companies operating with EOS are often significantly more valuable acquisitions. (21:19) Avoiding self-implementation and hiring an expert EOS implementer massively accelerates organizational growth. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ [https://www.linkedin.com/in/richarddjarvis/] * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ [https://www.linkedin.com/in/jason-morris-jmo/] Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 [https://podcasts.apple.com/us/podcast/id1842931450] * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN [https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN] * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 [https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1] Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com [https://www.epiccapitalfunds.com] * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ [https://www.linkedin.com/company/epic-capital-funds/] * Instagram: https://www.instagram.com/epiccapitalfunds/ [https://www.instagram.com/epiccapitalfunds/] * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ [https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/] "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. This episode was produced by Story On Media: https://www.storyon.co/ [https://www.storyon.co/]

The First 90 Days After Closing

What kind of leadership do you implement in the first 90 days after closing? In this episode, Rich and Jason discuss why the first 90 days after acquisition are critical, and some of the most important moments in the investment process. They share a six-stage framework that’s essential to implement in the first 90-days: Stabilize before you optimize; Create clarity for calm and peace; Culture is the real asset; Find the real bottleneck; Install rhythms and not chaos; and Protect the downside. Intentional leadership during transition periods can create long-term momentum and protect the value of the business. What you’ll learn in this episode: (02:36) The first stage is to stabilize before trying to optimize. (05:14) Listening and communicating with the new team helps build trust, peace, and calm during ownership transitions. (10:56) Why company culture is often the most valuable asset acquired in a transaction. (15:04) The episode explores how purpose-driven leadership creates stronger engagement and reduces burnout inside organizations. (19:17) How to identify operational bottlenecks and create quick wins after an acquisition. (21:28) Why establishing rhythms, structure, and communication cadence prevents unnecessary chaos. (27:05) How protecting the “downside” (the bottom line) like key employees, customers, vendors, and processes preserves the value of a business acquisition. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ [https://www.linkedin.com/in/richarddjarvis/] * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ [https://www.linkedin.com/in/jason-morris-jmo/] Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 [https://podcasts.apple.com/us/podcast/id1842931450] * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN [https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN] * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 [https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1] Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com [https://www.epiccapitalfunds.com] * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ [https://www.linkedin.com/company/epic-capital-funds/] * Instagram: https://www.instagram.com/epiccapitalfunds/ [https://www.instagram.com/epiccapitalfunds/] * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ [https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/] "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. This episode was produced by Story On Media: https://www.storyon.co/ [https://www.storyon.co/]

Distributors, Trade Shows, and Relationships | Europe Debrief

What opportunities are missed when business stays purely transactional? In this episode, Rich and Jason reflect on their recent business trip to Europe to connect with newly acquired customers and distributors. They share how intentional relationship-building, attending a major international trade show, and creating space for authentic conversations uncovered valuable growth opportunities and strengthened long-term partnerships. They discuss all of the experiences and specific interactions that created opportunities that would not have happened through transactional communication alone. We hope you can show up in person for your customers and distributors, and build powerful relationships and growth opportunities as well. Share your experiences with us! What you’ll learn in this episode: (01:12) Why prioritizing face-to-face global travel establishes a stronger relational foundation than just transactional. (04:20) How integrating your family into business travel can build trust and foster authenticity with partners. (11:02) Approach newly acquired business relationships with a fresh perspective, which prevents you from projecting inherited biases. (17:45) Encouraging honest customer feedback creates opportunities for stronger business alignment. (22:55) The value of attending trade shows to better understand competitors, trends, and market positioning. (31:47) Best practices for intentionally balancing high-stakes business obligations with personal downtime while working abroad. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ [https://www.linkedin.com/in/richarddjarvis/] * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ [https://www.linkedin.com/in/jason-morris-jmo/] Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 [https://podcasts.apple.com/us/podcast/id1842931450] * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN [https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN] * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 [https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1] Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com [https://www.epiccapitalfunds.com] * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ [https://www.linkedin.com/company/epic-capital-funds/] * Instagram: https://www.instagram.com/epiccapitalfunds/ [https://www.instagram.com/epiccapitalfunds/] * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ [https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/] "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. This episode was produced by Story On Media: https://www.storyon.co/ [https://www.storyon.co/]

Due Diligence and How You Know if it's a Good Deal or Not | The D in SUCCEED

What are the specific layers of verification needed to ensure an investment aligns with your goals? In this episode, Rich and Jason break down why due diligence is one of the most important steps for reducing risk and making better decisions before capital is committed. They discuss missed assumptions, financial verification, legal pitfalls, and how deeper investigation can save time and money. We hope due diligence can help you know now, rather than suffer later. What you’ll learn in this episode: (00:32) Why due diligence is essential for avoiding costly surprises and determining whether an opportunity is truly sound. (05:19) Financials should be the first layer of evaluation. (09:33) Legal considerations for a deal. (16:30) The Benefit of Third-party verifications. (20:14) Due diligence can also uncover favorable opportunities. (23:12) The emotional aspect of due diligence. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ [https://www.linkedin.com/in/richarddjarvis/] * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ [https://www.linkedin.com/in/jason-morris-jmo/] Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 [https://podcasts.apple.com/us/podcast/id1842931450] * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN [https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN] * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 [https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1] Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com [https://www.epiccapitalfunds.com] * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ [https://www.linkedin.com/company/epic-capital-funds/] * Instagram: https://www.instagram.com/epiccapitalfunds/ [https://www.instagram.com/epiccapitalfunds/] * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ [https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/] "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. This episode was produced by Story On Media: https://www.storyon.co/ [https://www.storyon.co/]

Faith, Family, and the 5am Club

What daily mindset and habits create stronger alignment between personal and professional life? In this episode, Rich and Jason explore the essential balance between the professional and the personal by focusing on faith, family, and intentional morning routines. They discuss how faith and reflection can bring clarity and direction, while structured mornings create the discipline needed to stay aligned. Additionally, having a healthy mindset reframes success as integration—not balance—between business, family, and personal purpose. We hope you enjoy the discussion and personal stories, and that it encourages you in your mindset and alignment with your personal and professional life! What you’ll learn in this episode: (01:04) How starting the day with distractions can create stress and reduce clarity. (03:03) Why professional wins can feel empty when family presence is lacking. (05:32) How moments of reflection or spiritual prompting can trigger life-changing adjustments. (09:50) The role of faith alignment in keeping a long-term mission from getting lost in the daily grind. (15:21) How the 5am Club mindset structures mornings for focus, growth, and discipline. (21:08) Why segmenting your day improves productivity and reduces mental overwhelm. (23:38) How consistent routines can strengthen relationships and influence the next generation. (27:41) Why protecting small daily moments with family creates lasting impact. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ [https://www.linkedin.com/in/richarddjarvis/] * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ [https://www.linkedin.com/in/jason-morris-jmo/] Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 [https://podcasts.apple.com/us/podcast/id1842931450] * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN [https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN] * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 [https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1] Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com [https://www.epiccapitalfunds.com] * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ [https://www.linkedin.com/company/epic-capital-funds/] * Instagram: https://www.instagram.com/epiccapitalfunds/ [https://www.instagram.com/epiccapitalfunds/] * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ [https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/] "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. This episode was produced by Story On Media: https://www.storyon.co/ [https://www.storyon.co/]