In The Harbor

In The Harbor

The Podcast where sports, leisure, and finance meet

  1. Oct 20

    How to Sell Your Business: Why 80% of Deals Fail to Close | Khaled Azar, Livmo #39

    Send us Fan Mail Khaled Azar, founder of Livmo M&A, explains how to sell your business and why roughly 80% of companies that try to sell never close. He covers exit strategy, business valuation, and deal structure with hosts Jason Johns and Sean Ritchlin. Khaled has launched 14 ventures over 20 years, starting with a pro wrestling spoiler site he ran in high school. Ten were under $1M, three were over $1M, and one was over $10M. He sold a software company, and now Livmo educates, coaches, and represents founders on their path to an exit. In this episode: Why most business sales fail, and how owner expectations drive itGetting partners aligned, and why owning 60–70% mattersSearch funds, independent sponsors, and entrepreneurship through acquisition (ETA)Selling a software company in the AI era: vertical SaaS and the "vibe code" riskHoldcos vs. private equity: who is buying founder businesses nowDeal structure ranked: cash, seller financing, earnouts, and rollover equitySeller's remorse, deals that blow up, and running the business while it's for saleChurn, contracts, and change-of-control clauses that can cut your payoutBook mentioned: Early Exits by Basil Peters Find Khaled: livmo.com and LinkedIn This episode is brought to you by Diag Partners, staffing and recruiting that moves at the speed of your business. Start hiring at diagpartners.com. Watch the full episode on YouTube: @InTheHarborPod ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod

  2. Sep 22

    Who Actually Wins the Great Wealth Transfer? | Jacob Schroeder #37

    Send us Fan Mail Who really inherits in the Great Wealth Transfer? Kiplinger contributor Jacob Schroeder says it looks less like a flood and more like a river with levees — and that most families will see far less than the headlines suggest. Jacob is Editor in Chief of Fidūcia Press, Founder & Editor of The Advisor Content Collective, and a Contributing Writer at Kiplinger. He joins Jason Johns to talk about money, meaning, and how advisors communicate. In this episode: Why Wealth Transfer estimates vary so widely — and why about half may go to the roughly 2% of households worth $10M+Average inheritance ~$46k vs ~$700k for the top 1%, why it often arrives around age 60, and why widows often receive it firstWhy a $5M portfolio doesn’t always buy retirement confidenceHow RIAs can create content in their own voice — and why a narrow niche beats a wide netWhether an advisor should write a book, and how hybrid publishing worksREAD JACOB’S KIPLINGER ARTICLES Who Actually Wins the Great Wealth Transfer? https://www.kiplinger.com/retirement/inheritance/who-actually-wins-the-great-wealth-transfer Rich But Restless: Why Your $5M Portfolio Isn’t Buying Retirement Confidence https://www.kiplinger.com/retirement/retirement-planning/rich-but-restless-why-your-usd5m-portfolio-isnt-buying-retirement-confidence FIND JACOB  Fidūcia Press: https://freilingagency.com/fiducia  The Advisor Content Collective: https://www.advisorcontentcollective.com/  The Root of All (Substack): https://rootofall.substack.com/  Kiplinger: https://www.kiplinger.com/author/jacob-schroeder-manager-of-investor-education  LinkedIn: https://www.linkedin.com/in/jacob-schroeder/ Today’s episode is brought to you by Diag Partners — staffing and recruiting that move at the speed of your business. Learn more at https://diagpartners.com ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod

  3. Sep 8

    Paul Zimmermann (Matick Auto Group) — Dealer of the Year, EVs, and the New Southfield Car Wash #36

    Send us Fan Mail Paul Zimmermann of Matick Auto Group is back on In The Harbor to talk about what's changed in the year since his last visit: winning Chevy Dealer of the Year for the 11th time in 12 years, the new state-of-the-art car wash opening in Southfield, and how the EV market has corrected now that the federal tax credit has expired. Jason and Paul dig into what it actually takes to compete in one of the most saturated car markets in the country, why Matick built a two-story glass car wash instead of just selling cars, how online car buying has changed the sales process (65-90% of buyers now start online), and Paul's take on hiring for emotional intelligence over IQ. They also get into gas prices, Chinese EV data privacy concerns, and a bold Michigan football prediction.  Paul Zimmermann is co-owner of Matick Auto Group, a Chevrolet, Buick, GMC, and Toyota dealership group in Metro Detroit and operator of Michigan's largest car wash business.  This episode is sponsored by Diag Partners — staffing and recruiting that moves at the speed of your business.  In The Harbor is hosted by Jason Johns and Sean Ritchlin, at the intersection of sports, leisure, and finance.  ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod

  4. Aug 21

    Jay Feely on Career, Service, Faith and Why He's Running for Congress | In The Harbor #35

    Send us Fan Mail Jay Feely has built three careers — NFL kicker, CBS broadcaster, and now Republican nominee in Arizona's 1st Congressional District, one of the most competitive House races in the country — all rooted in faith and a lifelong heart for service. Jay joins Jason and Sean for a wide-ranging conversation that goes well beyond politics: his heart for service that started at Mott Children's Hospital as a Michigan student-athlete, the brother whose life shaped his sense of purpose, and the trip to Haiti that led him and his wife Rebecca to welcome a young man into their family. He also opens up about the two years he nearly walked away from football entirely, his decade representing players on the NFLPA Executive Committee through the 2011 lockout, and his unlikely path into the CBS booth. Then it's on to the campaign: why he decided to run now, what he's learning knocking on doors across a true swing district, his read on the national wave of democratic socialist primary wins, the AI data center race against China, and what surprised him most about how money drives modern politics. Topics covered: His Michigan playing days and the discipline behind Tom Brady's riseTwo years as a financial advisor before finally making an NFL rosterA decade on the NFLPA Executive Committee and the 2011 lockout negotiationsBreaking into broadcasting and overcoming a very public on-field failureWhy he's running for Congress in Arizona's 1st DistrictLife on the campaign trail — door-knocking, fundraising, and what actually resonates with votersHis vision for the economy, AI, and equal opportunityThis episode is brought to you by Diag Partners, a staffing and recruiting firm based in Beverly Hills, Michigan. Learn more at diagpartners.com. Send us Fan Mail 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod  💼 LinkedIn → Rock Harbor LLC  🐦 X & 📺 YouTube → @InTheHarborPod ⚓️ Find us In The Harbor — Where sports, leisure, and finance come together, from the rink to the markets and everywhere in between. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod

  5. Aug 7

    Josh Venable on Turning Yard Waste Into Carbon-Negative Biochar | In The Harbor #34

    Send us Fan Mail Josh Venable spent two decades in public policy, capping his career as chief of staff at the U.S. Department of Education, before co-founding reCap, a company that converts yard debris into biochar through a patented pyrolysis process. In this episode, Josh joins host Jason Johns to break down how reCap works, why the company chose to partner directly with county governments instead of chasing early revenue, and how a pilot program in Leon County, Florida became the proof point for a national expansion. They also get into the real math behind landfill economics, the three ways reCap actually makes money, and where biochar shows up beyond agriculture, including concrete, asphalt, and filtration. Topics covered: Josh's path from a Michigan state Senate campaign to the White HouseWhat biochar is and how pyrolysis worksThe Leon County, Florida pilot and how it scaledLandfill capacity, cost per ton, and why space is running outreCap's three revenue streams: management fees, biochar sales, and carbon creditsWhat's holding back expansion into new statesThis episode is brought to you by Diag Partners, a staffing and recruiting firm based in Beverly Hills, Michigan. Learn more at diagpartners.com. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod

5
out of 5
17 Ratings

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The Podcast where sports, leisure, and finance meet

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