The Epic Investor

Epic Capital Funds
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"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. The Danger of Ego

    2D AGO

    The Danger of Ego

    What investment and business mistakes have you made because of overconfidence? In this episode, James, Rich, and Jason break down how ego can quietly infiltrate both personal leadership and investment strategy. Through real stories—from painful personal lessons to failed acquisitions and strained partnerships—they reveal how pride, fear, and the need to be right can destroy value. The conversation ultimately highlights humility, data, and strong relationships as the keys to long-term success. What you’ll learn in this episode: (00:26) Ego being both a driver of performance and a destructive force in investing and leadership. (05:38) Personal stories of ego and its effects. (10:20) How refusing to ask for help limits growth and increases operational risk. (16:25) How investor-founder conflicts escalate when pride replaces partnership. (20:00) Why intentionally “checking ego at the door” leads to clearer strategic decision-making. (26:00) How poor due diligence fueled by pride can turn an exciting acquisition into a total blunder. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    30 min
  2. Private Equity Rollups: Creating Exponential Value

    FEB 17

    Private Equity Rollups: Creating Exponential Value

    How can private equity rollups accelerate enterprise value creation? Also, in a business acquisition, what do private equity rollups really mean for an investor and an operator? In this episode, Rich and Jason unpack the real-world power of private equity rollups and why they can outperform starting businesses from scratch. Through a detailed acquisition story, they illustrate how structure, leadership, and systems turn small bolt-on deals into major valuation gains. The conversation highlights how rollups help investors reclaim time, scale intelligently, and build lasting enterprise value. What you’ll learn in this episode: (03:23) Why small bolt-on acquisitions can generate disproportionate increases in enterprise value. (08:47) What the “snowball effect” means in the context of rollups and value creation. (10:22) How eliminating duplicate overhead drives immediate gains to the bottom line. (14:17) Why operational structure and leadership must exist before attempting a private equity rollup. (16:38) How strong operators allow investors to scale without managing daily operations. (19:33) Why predictability and systems attract lenders and long-term investors. (24:56) How private equity rollups create enterprise value faster than building businesses from the ground up. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    30 min
  3. The S in SUCCEED: Structuring the Deal for Maximum Impact

    FEB 10

    The S in SUCCEED: Structuring the Deal for Maximum Impact

    In what ways might deal structure impact long-term investor outcomes? In this episode, Rich and Jason unpack why structuring the deal correctly is often the difference between building passive income and buying yourself another obligation. Through real acquisition stories, they explain how legal, financial, and operational decisions shape risk, returns, and flexibility. This episode shows why structure is not paperwork; it is the blueprint for long-term impact and freedom. The SUCCEED acronym stands for: * Structure. * Underwriting. * Core teams. * Capital stack. * Exit strategies. * Execution. * Due diligence. What you’ll learn in this episode: (06:30) Why the SUCCEED framework begins with structure before underwriting or capital. (08:00) How milestone-based acquisitions reduce risk compared to time-bound deals. (11:45) Why joint venture structure can determine whether a deal pencils or fails. (13:30) How incentive alignment creates deeper commitment from partners and operators. (15:50) Why choosing a C-Corp can unlock powerful tax advantages at exit. (18:40) How creative structuring can make both business and real estate acquisitions work together. (25:00) Why structuring equity for employees can strengthen culture and long-term value. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    27 min
  4. Acquiring With Purpose: Stewardship Over Simple Ownership

    FEB 3

    Acquiring With Purpose: Stewardship Over Simple Ownership

    How does focusing on legacy change the way acquisitions are evaluated? In this episode, Rich and James unpack what it truly means to acquire businesses with purpose rather than focusing solely on financial outcomes. They reflect on real acquisition experiences that highlight stewardship, legacy, and responsibility toward people. The conversation reframes ROI as long-term impact created through leadership, culture, and intentional ownership. What you’ll learn in this episode: (00:39) How initial acquisition questions often focus on cash flow, time, and risk before purpose enters the conversation. (02:06) Why understanding the legacy of a business reshapes how acquisitions are evaluated. (04:23) How reservoir analysis helps validate financial viability before deeper stewardship begins. (06:03) Why acquiring a business means taking responsibility for people, not just financial statements. (07:35) How leadership rooted in stewardship affects employee engagement and performance. (09:05) Why transactional cultures limit long-term growth and trust. (12:04) How defining mission and service can transform a toxic organizational environment. (16:07) Why hiring for character and cultural fit protects legacy after acquisition. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    22 min
  5. Quarterly Review: Inside Epic’s End-of-Year Momentum

    JAN 27

    Quarterly Review: Inside Epic’s End-of-Year Momentum

    What actually determines whether a business acquisition makes it to closing? In this quarterly review, Rich and Jason reflect on a defining end to the year, highlighted by a successful acquisition and the relationships that made it possible. They unpack what it really takes to close complex deals, support leadership teams, and steward investor capital responsibly. They also explore disciplined execution, long-term thinking, and measuring success by lives impacted, not just dollars raised. What you’ll learn in this episode: (02:40) Why business acquisitions rarely follow clean timelines and how to plan for delays. (05:00) How maintaining strong seller relationships can determine deal success. (09:45) What creative leadership compensation structures look like after an acquisition. (13:30) How investor distributions are balanced with debt obligations and cash flow realities. (18:20) Why leadership sometimes requires personal financial sacrifice to build trust. (22:45) How portfolio-based debt strategies expand access to capital during tight markets. (31:30) What it means to measure success through lives impacted, not just returns. 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/

    36 min
  6. Transitioning Ownership With Trust and Clarity (Business Acquisition Part 2)

    JAN 20

    Transitioning Ownership With Trust and Clarity (Business Acquisition Part 2)

    If you've just acquired a business, what should you prioritize in the first days after your acquisition closes? In this episode, Rich and Jason James reflect on day two of a business acquisition transition and unpack the emotional, operational, and leadership realities that follow closing a deal. They share real-world experiences around onboarding employees, validating inventory, and building trust while honoring the legacy of the sellers. The conversation highlights why people, culture, and thoughtful leadership ultimately determine whether an acquisition merely meets expectations, or exceeds them. What you’ll learn in this episode: (02:23) Assessing emotional resilience and leadership potential among existing employees. (06:17) Why keeping initial transition meetings short can help stabilize a newly acquired business. (09:08) How one-on-one employee interviews build trust and uncover hidden operational insights. (11:39) How to verify large inventories after closing a deal. (17:14) Why observation and humility accelerate learning. (23:46) How placing the right people in the right seats unlocks growth. (32:20) Why maintaining “business as usual” prevents unnecessary disruption after acquisition. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    41 min
  7. Closing a Multi-Million Dollar Business Deal (Business Acquisition Part 1)

    JAN 14

    Closing a Multi-Million Dollar Business Deal (Business Acquisition Part 1)

    In a business acquisition that takes a full year to close, what actually happens? Also, if you’re the acquirer, how can you establish and then maintain trust with the seller? In this episode, Rich and Jason share a raw, real-time debrief from the first day on-site after closing a year-long manufacturing acquisition. They reflect on the complexity of diligence, legal structure changes, and the emotional weight of protecting investor capital while honoring the sellers’ legacy. Together, Rich and Jason emphasize why trust, authenticity, and relationships ultimately determine whether a deal will succeed. What you’ll learn in this episode: (03:56) Why buying a company means acquiring systems, people, and processes, not just numbers. (06:15) How diligence costs and uncertainty factor into responsible investment decisions. (08:38) Why protecting investor capital requires resisting shortcuts during transactions. (12:25) How transparent communication with sellers prevents deals from collapsing under pressure. (17:44) Why trust can eliminate the need for aggressive legal enforcement after closing. (21:30) How leadership transitions affect managers and employees emotionally. (30:12) Why authenticity and consistency matter more than authority on day one. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    37 min
  8. Establishing and Maintaining Culture

    JAN 6

    Establishing and Maintaining Culture

    How can leaders build or reset culture, and then protect it? In this episode, Jason, Rich, and James unpack what culture truly means and why it goes far beyond slogans, perks, or values posted on a wall. They also explore how culture starts at the job post, is shaped by leadership behavior, and is ultimately defined by what leaders tolerate. What you’ll learn in this episode: (00:10) How culture is revealed through everyday actions rather than branding or slogans. (02:19) Why the job post and interview process are the first true indicators of organizational culture. (06:32) How honest expectations attract people who are aligned from the start. (08:01) Why leaders—not teams—are responsible for building culture first. (10:08) How investing in employees’ personal well-being changes engagement. (15:55) What it takes to reset a toxic culture without losing conviction or clarity. (21:32) Why what leaders tolerate becomes the strongest driver of workplace behavior. (29:16) How understanding individual motivation creates genuine buy-in. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ 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/

    39 min
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"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
    23
  • Rating
    Clean
  • Copyright
    © Epic Capital Funds
  • Show Website
    The Epic Investor