The Epic Investor

Epic Capital Funds
  • 5.0 (2)
  • Investing
  • Updated Weekly

"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.

  1. 1d ago ·  Video

    Building a Strong Foundation: An Investment Manager's Perspective

    What simple changes today could strengthen a financial foundation for decades to come? In this episode, George Pace returns, joining Rich and Jason to discuss the principles that create long-term financial stability, emphasizing the importance of starting early, living below your means, consistently investing, and prioritizing income-producing assets over lifestyle inflation. They also explain why it's never too late to begin building wealth and how disciplined investing can compound over time. This episode and conversation brings great advice for investors wanting to create wealth while avoiding common financial mistakes. George Pace is a director with Epic Capital Funds who contributes to evaluating investment opportunities and strategic business acquisitions. He frequently works with operational partners to assess risk management frameworks and optimize portfolio efficiencies. What you’ll learn in this episode:  (01:11) Starting early with consistent savings leverages compound growth to establish long-term financial security. (03:14) Why it’s never too late to begin investing, and how taking the next financial step matters more than dwelling on missed opportunities. (08:56) How to evaluate investment sponsors by examining their track record, conducting background checks, and looking beyond projected returns. (12:49) Why experienced investors who openly discuss past mistakes provide valuable perspective and stronger leadership. (16:41) Why diversification across real estate, stocks, retirement accounts, and income-producing assets can improve both portfolio stability and peace of mind. (22:23) Why generating ongoing investment income provides flexibility, emergency reserves, and additional opportunities without forcing the sale of long-term assets. Connect with your hosts:  * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/  * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/  Subscribe to "The Epic Investor":  * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450  * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN  * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1  Learn more about Epic Capital Funds:  * Website: https://www.epiccapitalfunds.com  * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/  * Instagram: https://www.instagram.com/epiccapitalfunds/  * Facebook: 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/

    Building a Strong Foundation: An Investment Manager's Perspective

  2. Aug 4 ·  Video

    What No One Tells You About Rollup Acquisitions

    Which lesson learned about rollups did you get the most value from today’s episode? In this episode, Rich and Jason are joined by George Pace to share an inside look at the realities of executing a live rollup acquisition, specifically in the non-emergency medical transportation industry. They discuss the operational, financial, and human challenges that often surprise investors, while highlighting the importance of thorough due diligence and disciplined decision-making. They emphasize the necessity of maintaining strict investment principles, managing human capital transparently, and having the willingness to walk away when things aren’t quite right. George Pace is a director with Epic Capital Funds who contributes to evaluating investment opportunities and strategic business acquisitions. He frequently works with operational partners to assess risk management frameworks and optimize portfolio efficiencies. What you’ll learn in this episode: (03:28) Why demographic trends, insurance coverage, and growing healthcare needs make the NEMT market an attractive investment opportunity. (07:46) How to accurately calculate the difference between a business's sales price and its true overall acquisition price. (11:02) How inadequate due diligence can lead to costly surprises. (14:05) How rising liability and insurance premiums can dramatically impact your budgeted cash flow reserves. (20:07) Explore why successful rollups depend on operational compatibility, employee integration, and carefully evaluating every proposed synergy. (24:09) The value of utilizing third-party industry experts to navigate unfamiliar regulatory frameworks and operational challenges. (29:29) How the due diligence process evolves after the letter of intent and why investors must continually validate financial assumptions before closing. (35:52) How centralized dispatch, expanded transportation services, purchasing power, and regional scale can significantly increase the value of a consolidated business. (41:28) The critical investment discipline required to set aside emotions and walk away from a deal when red flags appear. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    What No One Tells You About Rollup Acquisitions

  3. Jul 28 ·  Video

    The Liquidity Event Playbook | The Do's and Don'ts After You Cash Out

    How can a stewardship mindset change long-term investing outcomes? In this episode, Rich and Jason discuss what investors should do immediately after experiencing a liquidity event. Selling a business or investment is only the beginning. They emphasize shifting from an ownership mindset to a stewardship mindset, that is viewing wealth as something to manage wisely for long-term impact, rather than something to consume immediately. Rich and Jason share actionable guidance for defining long-term goals, evaluating risk, and building a trusted team to make wiser investment decisions. This perspective helps investors avoid emotional decisions and build multi-generational wealth. What you’ll learn in this episode: (01:11) Why a liquidity event requires a complete mindset shift from ownership to stewardship before making any financial decisions. (05:21) The hosts explain how to recognize the psychological dangers of fear and greed, including the risk of capital paralysis. (08:54) Why defining your ideal lifestyle and identifying your personal financial number should come before deploying capital. (13:11) Why understanding different levels of risk tolerance helps investors allocate capital more effectively. (15:46) Why investors should assemble a personal investment committee or board of trusted advisors. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    The Liquidity Event Playbook | The Do's and Don'ts After You Cash Out

  4. Jul 21 ·  Video

    The Most Expensive Mistake Leaders Make | Chasing Away Top Performers By Tolerating Bad Ones

    What message is being sent to a team when poor performance goes unaddressed? In this week’s episode, Rich and Jason tackle one of the most costly leadership mistakes in business: allowing poor performance to persist at the expense of their top talent. They explain how tolerated behavior lowers organizational standards, and why avoiding accountability can drive away high-achieving talent that sustains the company. Jason and Rich share actionable advice and frameworks leaders can use to identify performance issues, protect and strengthen culture, and build a system where high performers thrive. What you’ll learn in this episode: (00:07) Why tolerating poor performance can undermine culture and drive away high-performing employees. (04:27) The severe compounding effect that low workplace standards have on team culture over time. (06:33) What employee disengagement costs businesses and why leadership accountability directly impacts productivity. (11:28) The four unspoken messages leaders send when they avoid addressing poor performance. (15:27) How leaders can develop employees toward clear expectations while maintaining respect and dignity. (17:20) Why avoiding confrontation damages team standards and weakens accountability. (21:29) Three practical questions leaders can use to identify whether a performance issue requires immediate attention. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    The Most Expensive Mistake Leaders Make | Chasing Away Top Performers By Tolerating Bad Ones

  5. Jul 14 ·  Video

    Strategic Networking and Relationship Building | Family Office Club Debrief

    How can networking events create opportunities that never happen through email or cold outreach? In this episode, Rich and Jason share their biggest takeaways from attending the Family Office Club event in New York, where they met family offices, investors, and industry professionals. They discuss the importance of relationship-building, warm introductions, panel appearances, and creating trust before discussing deals. The conversation highlights why the most successful investors focus on people first, recognizing that strong relationships often create opportunities far beyond a single transaction. What you’ll learn in this episode: (00:38) Family offices operate as investment structures that help high-net-worth families deploy capital according to specific investment mandates. (02:04) Immense value found in hallway conversations. (03:06) Speaking on a panel establishes credibility and makes it easier to connect with the right audience. (04:31) Warm introductions create a completely different level of credibility and engagement than cold outreach at conferences. (07:42) Investors are often more interested in learning who sponsors are and why they invest than hearing an immediate sales pitch. (10:24) Sharing past failures and lessons learned can build credibility because investors want to understand how sponsors respond under pressure. (14:47) Active networking and meaningful conversations often uncover opportunities and insights that would otherwise remain hidden. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    Strategic Networking and Relationship Building | Family Office Club Debrief

  6. Jul 7 ·  Video

    Building a Regional Empire: The Rollup Playbook

    How can you transform a collection of underperforming small businesses into a highly profitable, unified machine? In today’s episode, Rich and Jason break down the mechanics behind one of their favorite investment strategies: building a regional rollup that transforms multiple independent businesses into one scalable enterprise. They explain how combining shared resources, centralized leadership, unique expertise, and operational efficiencies can dramatically increase business value while creating opportunities for owners, employees, and investors. Thoughtful acquisitions can generate exponential growth and generational wealth by acquiring small operations at low multiples and exiting the combined entity at a premium. What you’ll learn in this episode: (00:09) How a business roll-up acts as a compounding machine to transform fragmented industries into scalable platforms. (03:39) How seven non-emergency transportation businesses with different strengths were about to complement one another to create a stronger regional platform. (09:29) How assembling experienced operators and specialized talent dramatically improves acquisition success. (13:36) How spreading exceptional niche practices like advanced safety standards across multiple acquired companies creates an unmatched market advantage. (19:41) Why centralized management, training, billing, and dispatch create consistency while reducing costs across multiple businesses. (28:28) Achieving massive multiple expansion and generating wealth by transitioning small businesses into an automated infrastructure. (35:33) Why acquisition-driven growth may accelerate wealth creation for both business owners and passive investors. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    Building a Regional Empire: The Rollup Playbook

  7. Jun 30 ·  Video

    From Fear to Purpose: Mastering the 6 Ways We Make Decisions

    What would happen if every business decision aligned with deeply held values? Rich and Jason explore the six primary motivators that drive human decision-making: force, fear, reward, duty, faith, and love/purpose. They explain how decisions driven by external pressures often produce short-term thinking, while decisions rooted in internal conviction create lasting success in investing, business, and life. Rich shares how gratitude and clarity helped him, as an investor, make wiser choices during challenging times. They offer a practical framework for replacing emotional reactions with convictions that bring more fulfillment and stability. What you’ll learn in this episode: (01:49) Why fear creates short-term thinking and often leads investors toward costly mistakes. (05:13) Understand how practicing gratitude can create clarity and improve decision-making under pressure. (07:22) Why safety and shared meaning are critical components of effective communication and negotiation. (09:17) Why decisions based solely on personal reward rarely produce sustainable partnerships. (15:14) How duty and loyalty build character, while also creating the risk of burnout when left unchecked. (22:06) Purpose provides resilience during uncertainty and helps investors stay committed to long-term goals. (25:22) Purpose-driven investing creates stronger discipline and more durable decisions. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    From Fear to Purpose: Mastering the 6 Ways We Make Decisions

  8. Jun 23 ·  Video

    How Hands-On Operational Deep Dives Accelerate Business Scale

    How can spending time on the front lines uncover hidden business opportunities? In this episode, Rich and Jason report live from their recent acquisition in Redmond, Oregon, alongside their new Chief Operating Officer, Bryce Esplin, to talk about the transformative power of hands-on operational leadership. They discuss how rolling up their sleeves on the production floor uncovered simple, high-impact efficiencies and fostered vital trust with frontline employees. They also share about an unexpected acquisition opportunity that came from a routine meeting with a customer, and how strategic alignment and elite talent acquisition can exponentially fast-track business growth and investor returns. About Bryce Esplin: Bryce Esplin serves as the Chief Operating Officer for both Impact Equity Partners and Epic Capital Funds. He brings extensive professional experience in the manufacturing and agricultural sectors, specializing in optimization, procedure standardization, and automation. Passionate about driving growth, Bryce focuses on understanding the granular details of operations to implement effective metrics and scale businesses efficiently. What you’ll learn in this episode: (03:22) Why diving deep into the granular details of daily business operations is essential for setting effective metrics and KPIs. (07:59) Why rolling up your sleeves alongside frontline process owners builds mutual trust and unlocks the best operational answers. (11:40) How simple operational improvements can save time, increase efficiency, and create measurable value. (16:36) How a routine customer conversation unexpectedly developed into a significant acquisition opportunity. (20:21) Why acquiring expertise, leadership talent, and industry knowledge can sometimes be more valuable than acquiring revenue alone. (26:41) The dangerous operational risks, quality drops, and employee burnout that happen when a company expands without standard procedures. (40:09) Final key takeaways Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: 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/

    How Hands-On Operational Deep Dives Accelerate Business Scale
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Ratings & Reviews

5
out of 5
2 Ratings

About

"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.

Information

  • Creator
    Epic Capital Funds
  • Years Active
    2025 - 2026
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © Epic Capital Funds
  • Show Website
    The Epic Investor