Own The Exit

Caleb Edwards and Aaron Leatherdale
  • 4.9 (87)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Own The Exit is your quintessential guide to entrepreneurial freedom. Every entrepreneur aspires to build a prosperous business while enjoying financial and time freedom, but the reality often falls short. This podcast is your lifeline to success, providing crucial insights on preparing your business for a winning exit. Join us as we deep dive into the world of successful exits, liberating you from active involvement and helping you realize your dreams of a fulfilling life. The power to define a triumphant exit rests solely with you, and we're here to empower your journey. Click on follow!

  1. 1D AGO

    7 Silent Killers of Business Growth

    Are you stuck grinding in your business but still feeling broke, burned out, or boxed in? In this solo episode, Caleb reveals the seven silent killers of business growth—and what to do about them before the year ends. This is not theory. These are the exact patterns we’ve seen destroy good businesses with great people—until they fixed these core mistakes. If you want next year to look different than this year, start here. TAKEAWAYS Why chasing revenue without profit is killing your growthThe #1 mindset shift to escape the bottleneck trapHow to audit your tasks using the Buy Back principleWhy systems must come before hiringThe danger of survival-mode thinkingHow to extract gold through Dream Client InterviewsWhat your exit scorecard really is—and how to use it RESOURCES MENTIONED Buy Back Your Time by Dan Martell FOLLOWS ⁠⁠Oak IQ Investments⁠⁠ ⁠Own The Exit⁠ ⁠Caleb Investing⁠ CHAPTERS 01:41 - Mistake 1: Chasing Revenue Over Profit 02:30 - Mistake 2: Hiring Without Systems 02:58 - Mistake 3: Ignoring Market Shifts 03:41 - Mistake 4: Doing Everything Yourself 04:49 - Mistake 5: Thinking Short-Term 05:32 - Mistake 6: Assuming You Know Your Customer 06:36 - Mistake 7: No End Game or Exit Plan 07:46 - How to Use This Playbook KEYWORDS entrepreneur mistakes, business growth, profit margins, buy back your time, hiring systems, scaling a business, passive income, business strategy, exit strategy, business audit, task delegation, dream client interview, entrepreneurship traps, business bottleneck, long-term vision, operational systems, founder burnout, business leadership, business owner freedom, scaling smart, reverse engineering goals, small business scaling, time freedom, automate and delegate WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    9 min

  2. DEC 2

    The Truth About Financial Advisors with Richard McWhorter

    What does it take to earn the trust of billionaires? In this episode, Beverly Hills-based wealth advisor Richard McWhorter reveals how he serves ultra-high-net-worth clients across sports, entertainment, and business. From navigating conflicts of interest in big firms to creating truly tailored financial strategies, Richard shares what sets apart the advisors who only “sell” from those who truly advise. We dive into the psychology of wealth, how the ultra-rich think differently about risk, the economic trends shaping future investments, and why critical thinking—not hype—is the most valuable skill in money management. TAKEAWAYS The key difference between selling vs. advising clientsHow ultra-wealthy clients approach risk and wealth preservationWhy big firms often limit truly creative financial strategiesThe role of trust and unbiased opinions in wealth managementHow to critically think about economic trends and investment data RESOURCES MENTIONED SRM Private Wealth FOLLOWS ⁠Oak IQ Investments⁠ ⁠Own The Exit⁠ ⁠Aaron Investing⁠ ⁠Caleb Investing⁠ Richard McWhorter CHAPTERS 00:00 Selling vs. advising: the big difference 02:28 Richard’s journey into wealth management 05:12 Breaking free from big-firm conflicts of interest 08:23 How ultra-wealthy clients build and maintain trust 11:15 The role of creative strategies beyond traditional products 15:10 Understanding client psychology and behavior 19:12 Economic realities: tariffs, interest rates, and inflation 25:36 Why energy and infrastructure matter in future investments 30:45 Critical thinking vs. chasing hype 36:40 The Exit Round: Richard’s personal lessons 40:20 Where to find Richard McWhorter online KEYWORDS how billionaires manage wealth, ultra high net worth investing, private wealth management strategies, financial advisor vs fiduciary, creative wealth preservation tactics, economic trends 2025, tariffs and inflation impact, interest rate strategy for investors, energy and infrastructure investments, risk management for the ultra-rich, alternative investments beyond stocks, wealth psychology and decision making, unbiased financial advising, long-term wealth planning strategies, building trust with high-net-worth clients WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to discover how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    41 min

  3. NOV 25

    3 GPT Prompts That Boost Valuation

    If I told you the fastest way to increase your company's valuation wasn’t about selling more, raising prices, or landing new clients—but about keeping more of the money you already make—would you believe me? In this episode, Caleb reveals a simple 3-step system powered by ChatGPT that can cut up to 25% of your monthly expenses without layoffs. These are the exact prompts Caleb has used in his own companies and seen other founders deploy with game-changing results. You’ll walk away with practical AI tools that can instantly boost profitability, free up cashflow, and increase your exit multiple—all without sacrificing growth. TAKEAWAYS Why profit is the real driver of valuation (not revenue)The 3-step GPT expense-cutting systemHow to uncover redundant or outdated contracts instantlyThe exact CFO-level GPT prompt that cuts 25% of expensesReal-world examples of founders saving $19K–$42K instantlyHow to reinvest savings into growth levers that multiply your exit RESOURCES MENTIONED Try ChatGPT here → ChatGPT FOLLOWS ⁠Oak IQ Investments⁠ ⁠Own The Exit⁠ ⁠Caleb Investing⁠ CHAPTERS 00:00 - Why Profit Beats Revenue 01:25 - $19K Savings in One Hour 02:19 - Step 1: Categorize Expenses 03:41 - Step 2: The GPT CFO Audit 05:31 - Step 3: Implement & Negotiate 06:48 - Real-World Case Studies 07:22 - Caleb’s Challenge to You KEYWORDS AI in business, GPT prompts, cut costs with AI, business profitability, enterprise valuation, Own The Exit, Caleb OAKIQ, expense reduction strategies, ChatGPT for entrepreneurs WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    8 min

  4. NOV 18

    Smart Oil and Gas Investment Tips with Courtney Moeller

    She grew up riding pump jacks in West Texas and now she’s helping high-income professionals slash their tax bills and grow serious cash flow through strategic oil and gas investments. In this episode, Courtney Moeller joins us to break down the truth behind working interest, the real risks (and myths), and why this overlooked asset class might be the greatest wealth hack nobody's talking about. This is not your dad’s oil investing. Courtney reveals how to invest alongside billion-dollar operators, minimize dry-well risk, and structure deals that not only cash flow fast but also give investors massive year-one tax benefits. Whether you’re a W-2 earner, business owner, or pro looking for tax efficiency—this one’s for you. TAKEAWAYS Oil and gas offers unique tax advantages unmatched by most other assetsWhy horizontal wells drastically reduce dry-hole riskThe myth of EVs replacing oil and what most investors get wrongHow to vet oil and gas operators like a proReturns you should expect from smart oil dealsThe timeline for return of capital and cash flow accelerationWhy demand from AI and data centers is fueling energy investment urgency RESOURCES MENTIONED Oil and Gas Report Courtney’s Website FOLLOWS ⁠⁠Oak IQ Investments⁠⁠ ⁠Own The Exit⁠ ⁠Aaron Investing⁠ ⁠Caleb Investing⁠ CHAPTERS 00:00 - Courtney’s wild oilfield background 04:22 - Why now is the window to invest 06:48 - EV myths and the truth about energy demand 09:04 - Vetting oil and gas operators 13:10 - Why oil beats real estate on taxes 17:00 - What dry wells really cost you 21:14 - How Courtney structures her deals 23:31 - Return timelines and cash flow expectations 28:03 - 85% K1 loss? Yep. 30:45 - Freedom, family, and oil wealth KEYWORDS oil and gas investing, passive income, tax advantages, W2 tax strategy, working interest, cash flow, horizontal drilling, high income earners, accredited investors, financial independence, energy investing, inflation hedge, generational wealth, investment diversification, tax deferral, royalty income, depletion allowance, Permian Basin, offsetting earned income, energy sector, real asset investing, alternative investments, AI energy demand, Bitcoin mining and oil WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    37 min

  5. NOV 11

    The Real Asset Gold Rush Is On

    In this solo episode of Own The Exit, Caleb sounds the alarm on the biggest economic shift of our lifetime: the AI revolution. If you're still building your wealth using the same assumptions from 10—or even 5—years ago, you're already behind. AI is not coming; it's here, and it's rewriting every rule of business, investing, and financial security. From job replacement at massive scale to algorithmic trading destroying diversification, Caleb breaks down why traditional investment models are failing and what smart entrepreneurs must do to stay ahead. This is your wake-up call: start owning assets AI can’t replicate, or risk losing it all. TAKEAWAYS AI will eliminate millions of jobs—including white-collar roles—within yearsPublic markets are more correlated and fragile than everThe old 60/40 portfolio model is officially deadTrue diversification requires owning hard, productive assetsSmart investors are using AI inside their business—but storing wealth outside of AI’s reach RESOURCES MENTIONED OakIQ.com FOLLOWS ⁠⁠Oak IQ Investments⁠⁠ ⁠Own The Exit⁠ Caleb Investing⁠ CHAPTERS 02:00 AI Disrupting Jobs: Scary Stats You Need to Know 05:30 Market Fragility & the End of Diversification 08:30 What It Means for Entrepreneurs 10:00 Real Assets That AI Can’t Replace 12:00 The Creepy (But Real) Future of AI in Homes 13:30 The Wealth Strategy That Still Wins KEYWORDS AI investing, job automation, financial fortress, passive income, 60/40 portfolio, real estate investing, own the exit, OakIQ, AI and wealth, smart investing strategies, diversified assets, AI risk, asset protection WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    15 min

  6. NOV 4

    There's a Goldmine of Wealth In Owning Your Own Data with Bill Douglas

    What if your property's WiFi could be a wealth-building machine? In this episode, we sit down with Bill Douglas, CEO of Optic Wise and co-author of *Peak Property Performance*, to unpack how real estate owners are boosting NOI by owning their digital infrastructure. Bill shares how he turned a 299-unit property from $15 to over $800 in NOI per unit annually—without touching the physical building. If you think "bulk internet" is the move, this episode will flip that script. TAKEAWAYS Why bulk internet deals often sabotage long-term NOI How owning your digital infrastructure increases valuation The importance of being AI-ready even if you're not AI-active The hidden operating savings from unified networks How data ownership enhances retention, security, and profitability Why most real estate tech investments fail—and how to avoid it RESOURCES MENTIONED Peak Property Performance Optic Wise FOLLOWS ⁠⁠Oak IQ Investments⁠⁠ ⁠Own The Exit⁠ ⁠Aaron Investing⁠ ⁠Caleb Investing⁠ CHAPTERS 00:00 – Why WiFi Is a Wealth Lever 01:39 – Coral Snake Bite That Changed Everything 03:03 – Turning Around a 14-Year-Old Company 05:03 – The “Insane Bet” That Paid Off 08:06 – Why Real Estate Is Tech-Phobic 12:05 – Bulk Internet is a Trap 15:35 – The Real Cost of ‘Free’ Networks 20:58 – Smart Tech & Tenant Experience 24:05 – Sentiment Analysis & AI Living Units 28:53 – Building AI-Ready Properties 33:05 – $824/Unit Case Study Breakdown 37:15 – Exit Round: Books, Advice, Strategy KEYWORDS real estate tech, commercial real estate, multifamily investing, NOI increase, passive income, digital infrastructure, AI in real estate, bulk internet, property technology, smart apartments, building automation, asset valuation, submetering, opex savings, smart locks, passive real estate, real estate investing, infrastructure ROI, future of real estate, property management tech WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    47 min

  7. OCT 28

    Kill Shiny Object Syndrome

    Entrepreneurs see opportunities everywhere—but which ones are actually yours to solve right now? In this solo episode, Aaron breaks down how to beat shiny object syndrome, protect your cashflow, and scale faster by saying “no” more often. From Warren Buffett’s “say no” philosophy to Jeff Bezos’s one-way vs. two-way doors, and a simple six-filter decision framework, you’ll learn a practical way to decide what to pursue—and what to ignore—so you can build one business fully before chasing the next. TAKEAWAYS Why most businesses fail (cashflow, not demand) and how overcommitment accelerates itThe “stay in your lane” rule for foundersGolden rule: don’t add a new line until your current one runs without you for 4+ weeksBezos’s one-way vs. two-way doors: when to experiment vs. when to prove firstSix filters: Strategic Fit, Reversibility, Resources, Impact vs. Effort, Circle of Competence, Hell-Yes Test RESOURCES MENTIONED Atomic Habits — James Clear FOLLOWS ⁠⁠Oak IQ Investments⁠⁠ ⁠Own The Exit⁠ ⁠Aaron Investing⁠ CHAPTERS 00:00 – Why Saying “No” Builds Wealth 01:04 – The Hidden Cost of Shiny Objects 02:52 – Buffett, Bezos & The Filters 05:23 – The Golden Rule for Adding Lines 06:48 – Munger, James Clear & Final Focus KEYWORDS shiny object syndrome, founder focus, strategic filters, one-way doors, cashflow risk, core competency, Warren Buffett, Jeff Bezos, Charlie Munger, Atomic Habits, entrepreneurship, WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    9 min

  8. OCT 21

    Is a Recession Coming?

    Ray Dalio says we’re heading for a debt spiral. Apollo Global predicts the biggest boom in U.S. history. Who’s right? It doesn’t matter—if you’re positioned correctly. In this dynamic duo episode, Caleb and Aaron break down how everyday investors can take control of their financial future, no matter what headlines scream. Learn why diversification is broken, how ultra-wealthy investors are allocating capital (hint: it's not where your financial advisor told you), and the PRIME framework for making strategic moves through chaos. This one is for anyone who’s serious about escaping Wall Street dogma and actually owning their exit. TAKEAWAYS Recession doesn’t destroy wealth—it redistributes itWall Street "diversification" no longer protects youThe ultra-wealthy are holding cash for opportunity—not fearHard assets and private equity outperform public markets long-termTrusting your portfolio to a salaried advisor is riskyUse the P.R.I.M.E. framework: Pause, Review, Identify, Move, Evaluate FOLLOWS ⁠⁠Oak IQ Investments⁠⁠ ⁠Own The Exit⁠ ⁠Aaron Investing⁠ ⁠Caleb Investing⁠ CHAPTERS 00:00 – Ray Dalio vs. Apollo Global: Who’s Right? 01:45 – Why You Can’t Rely on Predictions 03:58 – Recessions Don’t Destroy Wealth — They Move It 06:12 – Why “Diversification” No Longer Works 09:40 – How the Ultra-Wealthy Are Actually Allocating Capital 13:32 – What Tiger 21 Investors Are Doing with Their Portfolios 17:50 – Why Your Financial Advisor May Be Misleading You 20:28 – The PRIME Framework: Pause. Review. Identify. Move. Evaluate. 26:43 – Final Thoughts: Own Your Exit, Own Your Wealth KEYWORDS Ray Dalio, Apollo Global, Tiger 21, investing in a recession, private equity, alternative investments, PRIME framework, hard assets, portfolio strategy, financial freedom, OakIQ, Own The Exit WANT TO LEARN MORE? Join us on ⁠LinkedIn⁠, dive into our enriching content on ⁠YouTube⁠, and explore ⁠our website⁠ to unravel how to secure your future through intelligent passive investments! If you enjoyed the show, please LEAVE A 5-STAR REVIEW and SHARE this episode with someone who wants to build a stable future. Listen to all episodes on ⁠Spotify⁠, ⁠Apple Podcasts⁠, or any preferred podcast platform!

    34 min
See All (114)

4.9
out of 5
87 Ratings

About

Own The Exit is your quintessential guide to entrepreneurial freedom. Every entrepreneur aspires to build a prosperous business while enjoying financial and time freedom, but the reality often falls short. This podcast is your lifeline to success, providing crucial insights on preparing your business for a winning exit. Join us as we deep dive into the world of successful exits, liberating you from active involvement and helping you realize your dreams of a fulfilling life. The power to define a triumphant exit rests solely with you, and we're here to empower your journey. Click on follow!

Information

  • Creator
    Caleb Edwards and Aaron Leatherdale
  • Years Active
    2023 - 2025
  • Episodes
    114
  • Rating
    Clean
  • Copyright
    © Caleb Edwards and Aaron Leatherdale
  • Show Website
    Own The Exit

You Might Also Like