The Epic Investor

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/]

Execution – Turning Vision Into Reality | The Second E in SUCCEED

How can structured accountability transform business performance? Rich and Jason are joined by Max Reich to discuss what it takes to execute on a vision and turn ideas into measurable results. They share how implementing EOS (Entrepreneurial Operating System) brings structure, clarity, and accountability to businesses, and turns high-level visions into tangible daily results. Having a compelling vision means little without disciplined follow-through, accountability, and a team committed to pushing through challenges. EOS is an incredible system worth considering in your business. Max Reich is an EOS Implementer who helps businesses gain clarity, alignment, and traction in their organizations. He brings extensive experience and a passion for serving others, and specializes in simplifying complex business challenges into actionable systems that drive growth. Max helps businesses eliminate chaos and build organizations that consistently win. What you’ll learn in this episode: (03:29) How to overcome the common "ceiling" in business by diving deep into leadership and execution components. (06:33) The importance of having a partner or coach who holds you more accountable to your goals in a relentless yet supportive way. (09:33) How a 90-day cadence creates focus and consistent progress. (11:31) Why simple systems often outperform complex strategies. (22:33) How structured meetings eliminate wasted time and increase productivity. (34:28) Why strong execution allows any business to scale successfully. 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/]

Avoiding Costly Mistakes With Better Exit Strategies | The First E in SUCCEED

How do fear and market cycles influence poor investment decisions? In this episode, Rich and Jason explore why the most successful investors begin with the end in mind by designing intentional exit strategies. They discuss the dangers of rigid timelines, the impact of fear-driven decisions, and the value of milestone-based flexibility. They show that true success isn’t just “reaching the peak,” it’s bringing your investment safely “back home.” What you’ll learn in this episode: (00:00) How the "E" in the SUCCEED model defines your ideal exit. (05:59) How fear can drive investors to make catastrophic decisions. (11:06) How utilizing Section 1202 can lead to 100% tax-free gains. (13:18) The difference between timeline-driven exits and milestone-based decision making. (16:39) How performance metrics like EBITDA growth can trigger optimal exit opportunities. (21:06) Understanding and communicating expectations, as well as creative ways to structure deals that still meet investor needs, despite circumstances. 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/] * James Morrell: https://www.linkedin.com/in/james-morrell/ [https://www.linkedin.com/in/james-morrell/] 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/]

1% Better: How Tiny Operational Improvements Multiply Profits

How would daily changes and habits create long-term exponential growth for you? In this episode, Jason and Rich explore how the concept of 1% betterment can lead to exponential growth in business, personal health, and relationships. They share real-world examples of how small operational improvements—adjusting expenses or tracking KPIs, for example—can compound into significant financial and cultural gains. This small, consistent, and incremental progress builds lasting momentum that results in massive operational excellence and financial success. It’s also realistically achievable to begin today! What you’ll learn in this episode: (00:08) Applying the 1% betterment principle leads to significant improvements in professional efficiency and personal growth. (04:53) How to identify measurable areas of improvement using business metrics and KPIs. (08:45) How teams achieve major results by improving each line item rather than chasing big wins. (13:06) Exploring practical strategies to reduce expenses and optimize vendor relationships. (18:22) Understanding how individual effort can create ripple effects across an entire team. (28:29) The effect of the 1%. 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/] * James Morrell: https://www.linkedin.com/in/james-morrell/ [https://www.linkedin.com/in/james-morrell/] 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/]