LeverUp®️

Paul W. Swaney III

LeverUp® is a podcast for operators, deal-makers, and entrepreneurs who want to build wealth by owning businesses, not just working in them. Host Paul Swaney brings in private equity investors, founders, and industry executives for unfiltered conversations on deals, leadership, business acquisition, and what it actually takes to build something that lasts. No courses. No fluff. Just real talk on inorganic entrepreneurship and the path to business ownership.

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  1. 7월 1일

    DegenCPA vs. LeverUp

    From Bored in Malaysia to Viral CPA: Andrew Vento (Dgen CPA) on Going Full-Time on X Overview: Andrew Vento, better known as Dgen CPA, went from digging around on Twitter while bored abroad to a viral account that now pays the bills. In this episode of LeverUp, Paul sits down with Andrew (over lemonades, not cocktails) to unpack the growth story: the first post that hit 5 million views, why every algorithm change seems to work in his favor, and how he is engineering a life of total flexibility. They get into the real stuff too. Toeing the line between funny and fireable, getting doxxed, the person who showed up at his house, why AI still cannot do humor, and whether he ever wants a W2 again. If you have ever thought about turning an online audience into income, or walking away from corporate to build something of your own, this one is worth your time. Chapters 00:00 Intro: meet Andrew Vento, aka Dgen CPA 00:53 From messing around online to a real income 01:31 Why every algorithm change helps him 02:15 Toeing the SFW/NSFW line without getting fired 03:01 What is the next move 03:35 Going live: asking AI to monetize the tweets 04:45 AI slop, no soul, and the war on em dashes 06:30 Why AI still cannot do humor 07:31 The post that went viral: 5M views from Malaysia 09:01 The Hank Scorpio avatar 09:40 How to actually go viral: build a network first 12:01 Meeting people in real life off Twitter 12:40 Twitter as a dating app 14:10 How much of the persona is real 15:02 Why nobody selling a 5K course knows anything 16:40 Has X gotten worse under Elon 18:00 Getting doxxed and the person at his house 19:30 Fake emails to his employer 20:15 Leaving the W2 life behind 21:00 Bali, crypto, and engineering a remote life 22:31 Advice for the backpack and remote lifestyle 24:30 Purpose, family, and true north 25:45 Social media and the dating hellscape 27:00 Gambling psychology and negativity bias 28:31 Kids who want to be YouTubers 30:01 The fake private-jet photo 30:45 Favorite book, news source, Claude vs Grok 31:40 Starting a podcast and wrap-up

  2. 6월 2일

    Finding Success with Integrity in PE with Ryan Heckman

    The conversation covers the personal and professional journey of Ryan Heckman, Co-Founder of Rally Day Partners, and his unconventional path into private equity: from competing in two Olympic Games as a ski jumper to landing his first PE job at 22 after a chance conversation on a plane with George Gillette (then-owner of Vail Ski Resort). It also delves into the unique approach of Rally Day Partners in the private equity industry, emphasizing leadership over management. The conversation covers post-closing architecture, CEO expectations, leadership development, private equity board meetings, advice for young professionals, and impactful books.   Takeaways   • An unconventional path into private equity: Olympic ski jumping, a chance meeting on a plane, and building a business from $700K to $14M EBITDA before founding Rally Day Partners •  Leadership over management in private equity • Post-closing architecture focuses on purpose, strategy, cultural gaps, and leadership development • CEO expectations at Rally Day emphasize a multi-stakeholder lens and a focus on supporting employees • Investing in personal purpose and serving others is crucial for career success and fulfillment • The book The Greatest Salesman in the World had a profound impact on Ryan's life   Chapters   00:00 Ryan's Background and Path Into Private Equity 18:06 Founding Rally Day Partners 23:06 Leadership vs. Management 28:41 Private Equity Board Meetings and CEO Tools 36:13 Advice for Young Professionals 45:05 Impactful Books and Personal Growth

  3. 5월 31일

    Stewardship Over Showmanship: What Client First Actually Looks Like with Richard McWhorter

    The conversation covers the transition to independence as a financial advisor, the dynamics of client relationships, the financial challenges faced by athletes and entertainers, and the experience of starting a new venture. It delves into the complexities of managing client finances and the unique challenges faced by individuals in the sports and entertainment industry. The conversation delves into the importance of building human connections through non-business activities like poker and golf, the sterility of business relationships, navigating investment products, understanding the impact of policies, advising creative types, and the cost of trust and critical thinking in financial advisory. It emphasizes the significance of meaningful connections and the balance of critical thinking and non-emotional, numbers-driven advice in advising creative types. Takeaways Financial Advisor IndependenceClient Relationship Dynamics Building relationships through non-business activities like poker and golf can lead to meaningful connections.Advising creative types requires a balance of critical thinking and non-emotional, numbers-driven advice. Chapters 00:00 Transition to Independence05:51 Financial Challenges of Athletes and Entertainers34:59 Starting a New Venture41:46 Navigating Investment Products53:42 Understanding the Impact of Policies59:48 Advising Creative Types01:07:40 The Cost of Trust and Critical Thinking

  4. 5월 27일

    American Operator - A Conversation Will Fry - Keeping Main Street Local

    The conversation covers the founding of American Operator and its mission to preserve small businesses in local communities, challenges in manufacturing and succession planning, the mission to prevent private equity from acquiring small businesses, the process of selecting and transitioning business operators, and the value creation and integration process for business success. The conversation covers investment strategy, underwriting, broker dynamics, challenges with brokers, independent sponsors, issues with brokers and sponsors, broker miscommunication, broker behavior, feedback for brokers, private equity structures, talent acquisition, ownership, and challenges of starting a business. The conversation covers entrepreneurial ventures, challenges, and the journey of a pepper spray company. It also delves into advice for entrepreneurs, acquisition and succession planning, influential books, family values, and the relationship between private equity and entrepreneurship. Takeaways Preserving small businesses is vital for local communitiesSuccession planning and operator selection are critical for business continuity and success. Investment strategy and underwriting are key to conservative growth.Broker dynamics and exclusive contracts pose challenges in deal management. Optimizing for the most amount of learnings per day is crucial for success.Finding a mission that matters and getting started is key for entrepreneurs. Chapters 00:00 Preserving the American Dream on Main Street11:12 Stopping Private Equity from Eating Main Street18:02 Selecting and Transitioning Operators25:28 Value Creation and Integration31:05 Brokers and Brokerage Categories36:06 Independent Sponsors and Search Funders41:30 Feedback and Improvement for Brokers48:18 Challenges of Starting a Business59:05 Acquisition and Succession Planning01:06:05 Private Equity and Entrepreneurship

  5. 5월 26일

    Jackie Hirsch - How to Beat Private Equity From a Broker That Sold 400 companies

    The conversation covers the entrepreneurial journey of Jackie Hirsch, challenges in business valuation, preparing a business for sale, maximizing business value, and the role of independent sponsors vs. private equity in business transactions. The conversation covers challenges in deal operations, red flags in deal dynamics, positive valuation surprises, engaging with founders in the 1-10 EBITDA range, and the debate between generalist and specialist funds. Key takeaways include the importance of self-awareness in diligence, the value of preserving the magic in a business, and the benefits of cross-pollinating ideas across industries. The conversation delves into the topics of business ownership, self-awareness, transition and succession planning, and the impact of books on healing from trauma. It explores the importance of self-awareness in business ownership, the challenges of transition and succession planning, and the profound impact of books on personal healing and growth. Takeaways Business ValuationEntrepreneurial Journey Self-awareness in diligenceThe importance of preserving the magic in a businessThe value of cross-pollinating ideas across industries Business Ownership and Self-AwarenessTransition and Succession PlanningImpactful Books and Healing from Trauma Chapters 00:00 The Entrepreneurial Journey05:50 Preparing a Business for Sale11:48 Independent Sponsors vs. Private Equity28:59 Challenges in Deal Operations34:00 Positive Valuation Surprises39:59 Engaging with Founders in the 1-10 EBITDA Range51:10 Generalist vs. Specialist Funds58:28 Business Ownership and Self-Awareness01:19:04 Impactful Books and Healing from Trauma

소개

LeverUp® is a podcast for operators, deal-makers, and entrepreneurs who want to build wealth by owning businesses, not just working in them. Host Paul Swaney brings in private equity investors, founders, and industry executives for unfiltered conversations on deals, leadership, business acquisition, and what it actually takes to build something that lasts. No courses. No fluff. Just real talk on inorganic entrepreneurship and the path to business ownership.