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Going Beyond the Deal
Going Beyond the Deal
Author: J. Michael Fischer Jr | DBD Investment Bank
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Welcome to Going Beyond The Deal. The show for founders, business owners, and professionals who want to grow smarter, achieve bigger exits, and build a legacy that lasts.
Your host is no other than, J. Michael Fischer Jr – connector, life-long student of personal growth, and Managing Director at DBD – a bespoke investment bank that helps businesses handle big financial moves.
Each week, we look beyond the numbers and the deals to talk about what really drives success.
You'll hear from entrepreneurs, strategists, and top performers about the mindset, habits, and decisions that help businesses — and people — keep moving forward.
If you're getting ready to sell, raise capital, or just level up — you're in the right place.
Your host is no other than, J. Michael Fischer Jr – connector, life-long student of personal growth, and Managing Director at DBD – a bespoke investment bank that helps businesses handle big financial moves.
Each week, we look beyond the numbers and the deals to talk about what really drives success.
You'll hear from entrepreneurs, strategists, and top performers about the mindset, habits, and decisions that help businesses — and people — keep moving forward.
If you're getting ready to sell, raise capital, or just level up — you're in the right place.
28 Episodes
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What if your next business opportunity wasn’t about building from scratch, but building smarter?In this conversation, Michael reconnects with longtime friend and franchise entrepreneur Jeff Silbert, co-founder of 10 Hand & Stone locations and regional developer for Moxie Salon. Jeff shares how he went from coding at Accenture to scaling membership-based wellness brands and why his sweet spot isn’t startups at zero, but businesses just past lift-off.They talk about what makes a franchise model work, how to identify scalable opportunities, and why people, process, and passion are the core of every successful expansion. Whether you’re exploring entrepreneurship, looking to scale a service business, or curious about entering the wellness space, this episode is full of lessons from the trenches of brand-building.And if you’re wondering how to grow your business without burning out? This one’s a masterclass in doing it the right way with clarity, conviction, and a tight inner circle.Timestamped Highlights[00:00] – Meet Jeff Silbert: Hand & Stone co-founder and Moxie regional developer[00:01:20] – From Accenture to entrepreneurship: Jeff’s early path to business ownership[00:03:14] – Why he doesn’t like “idea-stage” businesses and what gets him excited instead[00:05:00] – The power of the membership model: funnel thinking, retention, and revenue stability[00:07:00] – Balancing the franchise playbook with entrepreneurial creativity[00:08:45] – Why great franchisees are coachable and aligned with the brand’s vision[00:11:32] – Can the average person really enter the franchise world? Here’s how.[00:14:00] – Why Jeff and his brother diversified into Moxie after 10 Hand & Stone locations[00:17:00] – Moxie’s team-based salon model and how it flips the stylist/client dynamic[00:20:00] – Building culture without relying on individual “star” stylists[00:23:00] – The dig in the neighborhood: why the wellness space is bigger than business[00:25:00] – What COVID taught them and how loyal members saved the business[00:27:00] – How Jeff maintains vitality: people, boundaries, and the power of EO[00:33:34] – The moment that changed everything: investing in long-term friendships[00:36:14] – Thinking about a franchise? Jeff shares who Moxie is looking forMentioned ResourcesMoxie Salons & Beauty BarsHand & Stone Massage and Facial SpaEntrepreneurs’ Organization (EO)P90X by Tony HortonDanny Meyer’s book Setting the Table (on hospitality leadership)Guest Bio: Jeff SilbertJeff Silbert is a seasoned franchise operator and business builder. As co-founder of 10 Hand & Stone
What if the secret to long-term success isn’t about who you can work with but who you refuse to?In this candid solo episode, Michael J. Fischer breaks down a principle that’s shaped both his personal and professional life: The No Asshole Rule. From his early years as a “baby banker” grinding through endless networking events to his current role as Managing Director at DBD Investment Bank, Michael shares how saying no to misaligned clients, partners, and even bosses became the key to protecting his energy and integrity.You’ll hear what happens when you chase every deal out of desperation, why gut instincts are your most underused business tool, and how real success starts with one simple rule—only work with people whose values match yours.If you’ve ever felt drained by the wrong client, team, or deal, this episode is your reminder that boundaries aren’t arrogance; they’re leadership.Timestamped Highlights[00:00] – What “Going Beyond the Deal” really means for Michael Fischer[00:01:00] – Introducing the No Asshole Rule and why it changed everything[00:01:45] – The early days as a “baby banker” with a $3.5M goal and no filter[00:03:00] – Thousands of handshakes, thousands of business cards, and total burnout[00:04:00] – The annual reset that sparks every rainmaker’s anxiety[00:05:00] – The heavy cost of saying yes to misaligned clients[00:06:00] – Trust your gut: why your first impression is usually right[00:07:00] – Red flags to watch for and the “Would I invite them to dinner?” test[00:08:00] – What happens when alignment meets energy—it’s magical[00:08:45] – Saying no doesn’t make you rude—it makes you a leader[00:09:10] – A look ahead: The Five Dimensions of Vitality and why protecting your circle mattersMentioned ResourcesThe Five Dimensions of Vitality (upcoming book by Michael J. Fischer)Important LinksFollow my blog here: https://rebrand.ly/7e3544 Book a call with us: https://rebrand.ly/dbd-investment-47fca2 Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. and Podcast Your Brand. Production and editing by Podcast Your Brand.
What if your greatest opportunity for growth starts the moment your comfort zone ends?In this powerful solo episode, J. Michael Fischer, Jr. shares a raw, personal reflection on how personal development transformed not just his career but his identity. From working as a janitor and rebuilding alternators to becoming Managing Director at a bespoke investment bank, Michael reveals the pivotal mindset shifts that helped him rewrite his life in his 40s.You’ll hear how COVID offered a catalyst, why he traded a cushy salary for entrepreneurship, and the honest truth about what it takes to design your “Second Half Playbook.”If you’re coasting in a career that no longer excites you, this episode is your urgent wake-up call. Hit play now to discover why the second half of your life deserves your boldest moves and why the cost of delay is steeper than you think.Mentioned ResourcesMichael’s “Second Half Playbook” article on LinkedInTony Robbins' podcast on midlife transformationImportant LinksFollow my blog here: https://rebrand.ly/7e3544 Book a call with us: https://rebrand.ly/dbd-investment-47fca2 Going Beyond the Deal is an original podcast brought to you by Michael J. Fischer and Podcast Your Brand. Production and editing by Podcast Your Brand.
What if the future of business isn’t just about hiring more people, but about creating organizations where humans and AI collaborate to unlock 100x growth?In this episode of the Going Beyond the Deal Podcast, J. Michael Fischer Jr. speaks with Amos Bar Joseph, co-founder and CEO of Swan AI, a company building AI agents designed to transform go-to-market operations for modern businesses. Amos shares how his childhood in a scientific community and his early career in game theory shaped his approach to problem-solving, entrepreneurship, and building companies that scale intelligently rather than just adding headcount.From founding and selling two startups, including one that worked with major airlines worldwide, to pioneering the concept of an “autonomous business,” Amos explains why companies of the future will empower employees to work in their zone of genius while AI handles the repetitive, mundane tasks. This episode dives into AI adoption, organizational culture, mental health, and the radical ways technology is reshaping business.Learn why ruthless prioritization and self-care are the keys to thriving as an entrepreneur in the AI era. If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why AI is one of the most intuitive technologies ever created, and how to embrace it in your businessHow to identify and operate within your “zone of genius”Why the future of work is about autonomy and vision alignment, not bureaucracyHow Amos scaled Swan to over 200 customers with a three-person founding teamThe mental habits that help entrepreneurs avoid burnoutWhy marketing is about emotions, not just analyticsHow AI agents can 100x the effectiveness of every employeeAnd much more…Guest Bio:Amos Bar Joseph is the co-founder and CEO of Swan AI, a company on a mission to build the first truly autonomous business by leveraging AI agents to transform go-to-market operations. An entrepreneur at heart, Amos previously founded and sold two tech companies. A graduate of Tel Aviv University’s PPE honors program, he is passionate about game theory, entrepreneurship, and helping businesses scale with intelligence rather than headcount.Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with Amos on LinkedIn Subscribe to The Big Shift NewsletterDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By...
What would make someone leave a high-paying Big Four accounting career, take a 50% pay cut, and join a four-person startup with no systems in place? And how do you grow that business into a globally recognized health and wellness brand?In this episode of the Going Beyond the Deal Podcast, host J. Michael Fischer Jr. sits down with Chase Ramey, CFO of Organifi, a purpose-driven supplement company known for its high-quality, efficacious products. Chase shares how burnout early in his career pushed him to reevaluate his path, leading him to Organifi, where he rebuilt his health, career, and personal life while helping scale the company from a tiny office in San Diego to a brand trusted worldwide.Chase reflects on the lessons learned from Deloitte, why personality and people skills matter more than technical complexity, and the challenges of balancing a visionary founder’s big ideas with the financial realities of a bootstrapped business. He also discusses building a life connected to nature, working alongside his wife, and putting priorities in the right order so that career supports life, not the other way around.Thinking about leaving corporate life for something more meaningful? Learn how Chase made the leap and why it paid off. If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why burnout can be the catalyst for finding purpose and alignmentHow Chase went from Deloitte to Organifi and why he took a massive pay cutThe importance of learning to manage risk and cash flow Why novelty and routine together create long-term fulfillmentHow Organifi has scaled without outside capital while staying true to its missionWhy lifestyle choices matter more than supplements and how to use them to fill the gapsHow to prioritize relationships and health while building a successful careerThe power of listening to your intuition and acting on small nudgesAnd much more…Guest Bio:Chase Ramey is the CFO of Organifi, a leading health and wellness company dedicated to creating high-quality, efficacious supplements. With a background in accounting at Deloitte, Chase combines financial expertise with operational strategy to help scale Organifi without outside capital. Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with Chase on LinkedInFollow Chase on InstagramOrganifi TheMedicin Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness,...
What happens when you achieve everything you thought would bring happiness — and still feel empty?In this episode of the Going Beyond the Deal Podcast, J. Michael Fischer Jr. sits down with Reggie Ford, a TEDx speaker, bestselling author of Perseverance Through Severe Dysfunction, and founder of the Vulnerability Muscle framework. Reggie shares his extraordinary journey from growing up in poverty and chaos to building a successful career in finance, only to realize that money alone couldn’t solve the deepest challenges.Through raw honesty and powerful insights, Reggie opens up about grief, shame, and the breaking point that led him to redefine his life. He explains how vulnerability became his greatest strength, why storytelling matters, and how he helps others build resilience, self-awareness, and purpose. This conversation is about much more than success; it’s about learning to love yourself, heal from pain, and create impact by being authentic.If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why money only solves money problems, and what really drives fulfillmentThe importance of checking in with yourself and others to prevent burnoutHow compartmentalizing emotions can help you survive — and why it eventually breaks downWhy sharing your story can transform shame into connectionHow vulnerability builds stronger relationships and makes you a better leaderThe pervasive belief that “we are not enough”, and how to reframe itPractical strategies for gratitude, self-talk, and living with more love and purposeAnd much more…Guest Bio:Reggie Ford is a TEDx speaker, bestselling author, entrepreneur, and mental health advocate. His bestselling book, Perseverance Through Severe Dysfunction, is a powerful memoir about trauma, healing, and the journey from pain to peace. As the founder of the Vulnerability Muscle framework, Reggie helps corporate leaders and organizations build emotionally intelligent cultures rooted in trust, resilience, and psychological safety. He is also the host of the Vulnerability Muscle podcast, where leaders and changemakers open up about what it means to lead with heart.Resources:Connect with Michael on LinkedIn DBD Investment BankReggiedFord.com Connect with Reggie on LinkedIn Follow Reggie on InstagramFollow Reggie on FacebookFollow Reggie on XVulnerability Muscle with Reggie D. Ford PodcastReggie’s Book: Perseverance Through Severe Dysfunction: Breaking the Curse of...
What does it take to walk away from a secure, successful career in commercial banking to pursue something entirely new?In this episode of Going Beyond the Deal podcast, J. Michael Fischer Jr. speaks with Blake Balsamo, Executive Director, Americas at i2i Logic. Blake shares how he transitioned from being one of New Jersey’s most well-known commercial bankers to helping transform the way bankers and clients interact through data-driven insights.From the challenges of leaving behind stability to embrace uncertainty, to his vision for the future of commercial banking in an AI-driven world, Blake offers an insightful look at risk-taking, reinvention, and why being “comfortable with being uncomfortable” is the key to growth.Hear why Blake believes generative AI will reshape the future of banking and how to prepare for it today. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why Blake chose to leave a successful career in commercial banking to join i2i LogicThe role of mentors and trusted advisors in making career-defining decisionsWhy every banker should start in risk managementThe frustrations clients face with repetitive banking pitches, and how to break that cycleHow i2i Logic helps bankers create deeper, more meaningful conversations with clientsThe impact of generative AI on the future of banking and client relationshipsWhy mentors, habits, and hobbies are essential to avoiding burnout and staying effectiveAnd much more…Guest Bio:Blake Balsamo is the Executive Director, Americas at i2i Logic, a fintech company transforming how bankers engage clients through data and insights. A former top commercial banker in New Jersey, Blake built his career at institutions like Citibank, Goldman Sachs, and JPMorgan Chase before taking the leap into fintech.Resources:Connect with Blake on LinkedIn i2i Logic Connect with Michael on LinkedIn DBD Investment BankBook Mentioned:The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to...
How do you build a brand in the digital age without falling for hype, gimmicks, or empty metrics?In this episode of the Going Beyond the Deal podcast, host J. Michael Fischer Jr. sits down with Abe Kasbo, marketing strategist, entrepreneur, and author of the upcoming book Irresponsibly Digital, to unpack what’s really working in marketing today. With over two decades of experience leading successful campaigns and advising top-tier brands, Abe brings a rare blend of insight, candor, and hard-earned wisdom.From his immigrant roots to leading a business built on clarity and strategy, Abe’s journey is rich with lessons in resilience, authenticity, and disciplined thinking. He shares how relying on instinct has often served him better than overthinking, why the American brand still holds unmatched global influence, and how marketers can stop “dropping bombs” and start asking smarter questions.Whether you're a business owner, marketing leader, or someone who simply wants to make better decisions in a noisy world, this episode is packed with real talk and valuable perspective.If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why strategic prioritization beats scattered, unfocused marketing effortsHow Abe uses instinct and experience to guide high-stakes decisionsWhat makes the American brand so globally powerfulWhy some marketing works—and some simply doesn’tThe problem with “marketing bombs” and one-size-fits-all tacticsHow to be more self-critical without being self-destructiveWhy getting into the weeds is essential to truly serving your clientsHow Abe’s immigrant experience shaped his grit and perspectiveAnd much more…Guest Bio:Abe Kasbo is the Founder and CEO of Verasoni, a marketing communications advisory and agency serving Fortune 500, middle-market, and startup clients worldwide. He advises C-Suite executives on branding, communications, and public relations, and has been featured in major outlets including The New York Times, Forbes, and PBS. Abe is also the producer and director of the acclaimed PBS documentary The Arab Americans and the author of the upcoming book Irresponsibly Digital.Resources:Connect with Michael on LinkedIn DBD Investment BankIrresponsibly Digital Verasoni Connect with Abe on LinkedInDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a...
What if financing your business didn’t feel like being capped by traditional bank constraints or compromising majority control and equity? In this insightful episode of Going Beyond the Deal, J. Michael Fischer sits down with George Alifragis to explore how private credit is reshaping the world of business financing.George opens up about his personal entrepreneurial journey and how that experience shaped his view on capital, optionality, and work-life integration. He explains why certain private credit partners offer more than just funding—it provides flexibility, operational support, and relationship-driven growth partnerships. Whether you’re a founder preparing for expansion or simply rethinking your financing strategy, this conversation will challenge your assumptions and inspire new perspectives.If your 2025 strategy includes growth, optionality, and smart partnerships, don’t miss what’s coming next. Also, if you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why private credit is gaining ground as the future of financingThe difference between traditional lending and relationship-driven private creditWhen private credit is most impactful, particularly as true growth capitalHow to create optionality for your business and protect your equityWhy entrepreneurs should plan to "make plan"—not just hope for outcomesHow George views work-life integration instead of balanceThe mindset shift needed to enjoy and grow through your work hoursWhy authenticity and fulfillment are critical to personal and professional successAnd much more…Guest Bio:George Alifragis is the Senior Vice President at Metropolitan Partners Group, bringing nearly two decades of experience as a trilingual revenue leader, GTM operator, and award-winning partnerships strategist. Throughout his career, he has consistently exceeded growth objectives, delivering transformative results across industries. George is known for his data-driven approach to strategic planning, scaling and his expertise in business development, brand building, ecosystem growth, and cross-functional collaboration. With a passion for helping founders grow, build optionality, preserve equity, and thrive both professionally and personally, George stands out as a top-tier communication, thought leader and innovation driver in the world of private credit and beyond.Resources:Connect with J. Michael Fischer Jr. on LinkedIn DBD Investment BankConnect with George on LinkedInDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a...
What happens when a high-performing sales engineer with ADHD launches a nootropics company from scratch and actually makes it work?In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with TJ Bongiorno, founder of Ramp Health, for a dynamic and wide-ranging conversation about entrepreneurship, brain performance, personal development, and building a business that aligns with who you truly are. From selling knockoff sneakers in Queens to launching a science-backed supplement brand while raising a toddler, TJ’s story is equal parts hustle, experimentation, and purpose.You’ll hear how he bootstrapped his startup with just a presale and a Shopify store, what nootropics actually are (and how to use them), and why he believes launching a business is the fastest path to self-actualization. Whether you're a founder, biohacker, or professional chasing your next level, this episode is packed with real talk and actionable gems.Curious how a nootropics founder with ADHD bootstrapped a supplement brand while raising a toddler? TJ Bongiorno shares how he turned his brain chemistry into a business advantage and built Ramp Health from a presale and a purpose. Tune in to hear how entrepreneurship can become the most powerful tool for self-awareness, resilience, and legacy.If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:How TJ went from selling fake sneakers to launching a health brandTJ’s lean approach to testing a business idea with just $12K in presalesWhat nootropics are, how they work, and how to use them safelyHow TJ turned ADHD into an entrepreneurial advantageWhat entrepreneurship taught TJ about himself and the impostor syndromeHow to test a business idea in under 30 minutes with AI and $25 in adsWhat legacy means to a founder balancing business, fatherhood, and purposeAnd much more…Guest Bio:TJ Bongiorno is the founder of Aurenza and Ramp Health, a nootropics and wellness brand focused on performance, clarity, and harm reduction. With a background in sales engineering and tech, TJ bootstrapped his supplement company while raising a toddler and working full-time. Diagnosed with ADHD, he’s on a mission to help professionals unlock their cognitive edge through evidence-backed formulas. TJ shares his entrepreneurial journey transparently on social media and is building not just a business, but a legacy for his family and future generations.Resources:Connect with Michael on LinkedIn DBD Investment BankRamp HealthConnect with TJ on LinkedIn Follow TJ on XFollow Ramp Health on InstagramDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and...
What does it mean to build a business around purpose instead of profit?In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. speaks with Trent Steele, founder of the Anti-Predator Project, a nonprofit organization dedicated to combating human trafficking and sexual predators in the United States through the use of specially trained private investigators. Alongside their investigative and protective services for victims, the organization is also deeply committed to educating the public about the true scope of human trafficking across the country.Trent shares what it takes to operate in one of the most emotionally and operationally demanding spaces, how his personal mission has evolved, and why choosing impact over income has changed his entire definition of success. He also opens up about the leadership challenges, the emotional weight of rescue work, and the importance of surrounding yourself with people who believe in something bigger than themselves.Want to know what it really means to build a career around purpose instead of profit? In this episode, Trent Steele shares his story of fighting human trafficking through nonprofit work—and how choosing impact over income changed his life. If you're feeling stuck or searching for more meaning in your work, this conversation will shift your perspective. Hit play and hear what happens when you follow your mission, not just the money.If you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why Trent created the Anti-Predator Project and how it fills a critical gap in law enforcement effortsThe emotional and personal transformation that comes from doing mission-driven workHow living with gratitude and purpose reshaped Trent’s life and perspectiveThe challenges of nonprofit work and why more funding = more lives helpedHow small decisions can lead to massive changes in life and careerWhy purpose outweighs any paycheckHow to support the Anti-Predator Project and get involvedAnd much more…Guest Bio:Trent Steele is the founder and CEO of the Anti-Predator Project, a nonprofit organization dedicated to combating human trafficking and sexual predators in the U.S. through the use of specially trained private investigators. With a strong background in law enforcement and emergency management, Trent brings extensive expertise in crisis response, intelligence, and computer forensics.Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with Trent on LinkedInAnti-Predator Project Follow the Anti-Predator Project on FacebookFollow the Anti-Predator Project on XFollow the Anti-Predator Project on InstagramDisclaimer: The views,...
In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. speaks with Jeff Parnell, a seasoned CEO, advisor, and author with deep expertise in helping businesses navigate major transitions. With decades of experience spanning ecommerce, consumer goods, food manufacturing, and more, Jeff shares how his work with companies of all sizes, especially family-owned and private-equity-backed businesses, has helped them achieve clarity and direction during high-stakes periods of change.Listeners will hear insights on what makes or breaks a transition plan, why succession is about more than leadership change, and how owners can build scalable value while preparing for a smooth exit. Jeff also discusses the importance of outside advisory voices, the emotional dynamics of business succession, and how his work at JHP Advisors supports CEOs in developing a clear vision for the future.Curious how to exit your business with both value and peace of mind? This episode unpacks the emotional, financial, and strategic layers behind successful transitions—press play to get ahead of the curve. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why being honest with yourself is essential before any major business transitionThe role of ego, pride, and emotional readiness in exiting your businessHow to identify and work with a truly effective advisorWhat qualities to look for in someone supporting your transition (and what to avoid)The importance of asking good questions over having all the answersHow Jeff’s personal mission to “help people come out the other side” shapes his workAnd much more…Guest Bio:Jeff Parnell is a CEO, advisor, and author who specializes in succession and exit planning for CEOs, business owners, boards, and investors. Through his work with JHP Advisors, Jeff draws on decades of C-suite experience across ecommerce, consumer goods, home furnishings, food manufacturing, and family-owned businesses. He has led companies through high-stakes transitions, tripled and quadrupled revenue in established businesses, and launched a $100M ecommerce division within a publicly traded firm. As an interim and fractional CEO, he helps organizations scale with clarity, efficiency, and confidence.Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with Jeff on LinkedIn The Heart of Transition The Heart of Transition Booka...
In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. welcomes John Carpenter, National Practice Partner at ERA Group and a strategic advisor known for helping companies stop cash leakage and improve profitability through smarter expense management.John shares real-world strategies for driving EBITDA growth by optimizing vendor contracts, identifying overlooked cost centers, and rethinking long-standing supplier relationships. He explains why many companies overpay, especially in high-spend areas like insurance and medical supplies, not out of necessity, but out of habit and assumption. Through this conversation, John makes a compelling case for why effective procurement and strategic cost control aren't just operational concerns but they’re key levers for business valuation and sustainable success.Whether you're a business owner, executive, or dealmaker, this episode will sharpen your lens on financial efficiency and challenge how you view cost and value across your organization.If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why strategic expense management is one of the fastest ways to grow your EBITDAHow to identify hidden cash leakage within your organizationThe risks of staying loyal to long-time vendors without reviewing contractsWhy medical supplies and insurance are common areas of overspendingHow to negotiate better value without always switching providersWhy you need to challenge assumptions like “we’re already getting the best deal”How fitness and networking play a surprising role in long-term business performanceAnd much more…Guest Bio:John Carpenter is the National Practice Partner at ERA Group and a leading expert in strategic cost optimization, vendor management, and financial efficiency. With a passion for helping mid-to-large-sized companies take command of their expenses, John has helped organizations unlock significant profitability by reevaluating long-held supplier strategies. As a board member, advisor, and sought-after speaker, he works with clients to identify cash leaks, maximize EBITDA, and build lasting value through smart financial operations.Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with John on LinkedInERA Group Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
What does it take to build a law firm that runs like a high-performance business—not just a legal practice? In this episode of the Going Beyond the Deal podcast, host J. Michael Fischer Jr. sits down with Chris Murphy, partner and co-founder of Murphy Schiller & Wilkes LLP, to explore the entrepreneurial mindset behind building a thriving, people-centered commercial real estate law firm.Chris shares how he and his partners approached the firm from day one with the intention of creating something scalable, sustainable, and mission-driven. He discusses the value of running a firm like a real business, building a team that believes in a shared vision, and treating every role, no matter how public-facing or behind the scenes, as equally vital to the firm’s identity.Listeners will also hear candid reflections on the challenges and sacrifices of entrepreneurship, the importance of risk tolerance, and what it really means to go “beyond the deal” in the legal space.Enjoy!Key takeaways:What separates great firms from good ones in commercial real estate lawHow shared mission and equity partnerships foster strong internal cultureWhy every role, from receptionist to partner, is equally essentialThe personal trade-offs of owning and running your own firmThe value of risk tolerance and following your instinctsAnd much more…Guest Bio:Chris J. Murphy is a partner and co-founder of Murphy Schiller & Wilkes LLP, where he leads the Land Use, Zoning and Redevelopment, and Tax Credits and Incentives practice groups. With experience securing over $800M in tax credits and incentives, Chris is a trusted advisor to major developers across New Jersey. He is also co-author of the Financial Incentives chapter in Commercial Real Estate Transactions in New Jersey and has been featured in publications such as NJBIZ and The Wall Street Journal. Before practicing law, Chris competed professionally in both ice hockey and boxing.Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with Chris on LinkedInMurphyLLP.com Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
What does it take to transform innovation from buzzword to impact? Michael Johnson, PhD, has built his career around bridging the gap between ideas and execution across biotech, business, and fatherhood.In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. dives deep into Michael’s remarkable career path—from his early days in a Rutgers lab to building and selling a drug discovery company, and now leading one of New Jersey’s top innovation engines. Michael opens up about raising capital against the odds, recognizing when to sell in a bubble, and why consistency in fitness is a direct reflection of success in business.If you’re an entrepreneur, a father, or someone building something from scratch, this episode will challenge your thinking, inspire action, and leave you with practical tools to level up in life and leadership. Also, if you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!In This Episode You'll Learn:Why biotech entrepreneurship is a completely different ballgame than tech startupsWhat led Michael to sell his company at the top, despite his board’s resistanceHow NJII is connecting higher ed with real-world innovation in AI, defense, and healthcareWhat makes ”1% Dad” more than just another fitness book for fathersThe three essential habits Michael believes drive long-term health and leadership successWhy most people don’t seek mentorship—and how to be the exceptionThe core question every aspiring founder needs to ask before jumping inAnd much more…Guest Bio:Dr. Michael Johnson is the President of the New Jersey Innovation Institute (NJII), a former biotech founder, and author of the book ”1% Dad”. With a PhD in Environmental Sciences and real-world experience taking a biotech company from lab bench to acquisition, Michael brings a unique blend of scientific rigor, entrepreneurial grit, and operational leadership to everything he does. A recognized voice in the conversation around fatherhood, discipline, and high performance, Michael is also a seasoned CEO and father of two who teaches men how to win in all areas of life without compromise.Resources:Connect with Michael on LinkedIn DBD Investment Bank1% Dad Connect with Dr. Michael on LinkedInDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
Ever wonder what it takes to keep clean water flowing to millions of homes—day after day, year after year? For Zach Kuehne, it’s more than a job. It’s a family legacy spanning over a century. As the president of the Kuehne Company, Zach is on a mission to modernize one of the oldest and most vital services in the world: water disinfection.In this episode of Going Beyond the Deal, host J. Michael Fischer Jr. sits down with Zach to explore the fascinating story of a third-generation family business in chemical manufacturing. From humble beginnings in a basement bathtub to innovating the next generation of ultra-pure bleach, Zach shares a refreshingly candid take on legacy, leadership, and sustainability.This is not just a story about chlorine—it’s about responsibility, reinvention, and redefining what it means to lead a century-old business into the future.If you've enjoyed this episode of the Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:How Zach’s rural upbringing shaped his values and leadership approachWhy his father insisted he work outside the family business before joining itHow the advanced bleach manufacturing process serves over 36 million AmericansWhat makes Paragon Ultra-Pure Bleach different—and why it mattersHow sustainability and efficiency drive Kuehne Company’s mission and operationsHow Zach is transforming a legacy business with modern tools and a culture of continuous improvementThe small decision that changed the course of Zach’s life and careerAnd much more…Guest Bio:Zach Kuehne is the President of the Kuehne Company, a third-generation, family-owned chemical manufacturing business. With a background in entrepreneurship and a hands-on approach to leadership, Zach has played a pivotal role in modernizing operations, improving sustainability, and expanding the company’s reach in servicing municipal water systems. His mission is to bridge the old with the new—preserving legacy while driving innovation.Resources:Connect with Michael on LinkedIn DBD Investment BankConnect with Zach on LinkedInKuehneCompany.com Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
How can business owners thrive in a tech-driven world without losing human connection?In this episode of Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with executive and cybersecurity expert Darek Hahn for an eye-opening conversation about navigating business growth, technology, and authentic leadership. Far from a typical tech talk, this episode focuses on how genuine relationships and intentional leadership can transform both company culture and security practices.Darek shares lessons from his journey as CEO of AffinIT, a company redefining the relationship between people and technology. Together, they explore why too many small businesses plateau, how to stay ahead of technological changes like AI, and why true leadership means giving up control and fostering collaboration.If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!In This Episode You'll Learn:How leading with vulnerability can unlock business growthWhat makes a cybersecurity strategy actually effectiveWhy building real relationships in tech is a game-changerWhat to know about AI risk—and how to prepare your companyWhy many IT decisions fail without external accountabilityHow detachment in work culture leads to poor outcomesThe role of personal mission and structure in great leadershipAnd much more…Guest Bio:Darek Hahn is the CEO of AffinIT and an executive mentor, speaker, and soon-to-be author. With decades of experience in IT and leadership, Darek is known for helping organizations scale with intentional structure, genuine connection, and a people-first mindset. He’s built a career on trust, values, and resilience—guiding companies toward secure, strategic, and sustainable success.Resources:AffinITmsp.com Connect with Darek on LinkedInConnect with Michael on LinkedIn DBD Investment BankDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
What if the defining moment of your life came at 17, and you had to grow up overnight?In today’s episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with the one and only Buddy Valastro, a.k.a. the Cake Boss, for a deeply personal conversation about legacy, leadership, and the drive that turned a Hoboken bakery into a globally recognized brand.From taking over Carlo’s Bakery as a teenager after the loss of his father, to navigating the early challenges of keeping a family business alive in the face of supermarket competition, Buddy shares how he transformed adversity into fuel. You’ll hear the story of how Cake Boss came to life—not through agents or auditions, but through grit, relationships, and relentless belief in the power of storytelling.Buddy also opens up about staying grounded in the whirlwind of fame, leading with efficiency and integrity, and why, despite all his success, his proudest accomplishment is still his family. Whether you’re an entrepreneur, a creator, or just someone who’s had to start from scratch, this episode offers rare insight into what it really takes to build something lasting.If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!In This Episode You'll Learn:How Buddy took over Carlo’s Bakery at age 17 and earned respect as a young leaderThe moment that sparked his shift from survival mode to visionary growthWhy efficiency became the cornerstone of his leadership styleHow Cake Boss came to be, and why it almost wasn’t on TVWhat Buddy learned about sales, trust, and relationships from meeting thousands of bridesThe behind-the-scenes evolution of Cake Boss into a global franchiseHow Buddy balances being a CEO, husband, and father in the middle of a media empireAnd much more…Guest Bio:Buddy Valastro is a fourth-generation baker and the owner of Carlo’s Bakery, a business founded in 1910 and made world-famous through the hit TV show Cake Boss. After taking over the bakery at age 17 following the sudden death of his father, Buddy transformed a small Hoboken storefront into a billion-dollar global brand spanning television, restaurants, frozen foods, and consumer products. Known for his passion, work ethic, and efficiency-driven leadership, Buddy remains deeply committed to his roots—both in business and in family. He continues to run Carlo’s Bakery alongside his wife Lisa and their children, while innovating new ventures like scratch-made frozen pizza and national supermarket lines—all while staying grounded in the values that shaped his journey.Resources:CarlosBakery.com Follow Carlo’s Bakery on InstagramFollow Carlo’s Bakery on FacebookFollow Carlo’s Bakery on XFollow Carlo’s Bakery on TikTokConnect with Michael on LinkedInDBD Investment BankDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not...
What if the real pivot in your life isn’t about chasing more, but choosing growth over comfort?In today’s episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with Charles Scott, former Intel Corporation executive turned executive mentor, to explore what it truly means to live a life of vitality, purpose, and self-directed growth. Charles shares the deeply personal journey that led him to leave a high-level corporate role at Intel to build a legacy centered around family, meaning, and transformation.From cycling across Japan with his 8-year-old son to mentoring ambitious CEOs through their midlife transitions, Charles unpacks the power of “following the nudge,” embracing discomfort, and learning how to design a life that doesn’t just look good on paper, but actually feels fulfilling.Whether you're an entrepreneur, executive, or high-performer quietly asking “Is this all there is?”—this conversation offers a roadmap to tune back into what really matters, without blowing up your life to get there.If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!Key takeaways:Why your dream job can still lead to stagnation—and how to recognize itThe definition of vitality (and why it’s your most important metric)How to identify and act on a “nudge” when you feel called to changeThe difference between succeeding within a structure vs. building your ownWhat the “ambitious person’s trap” looks like—and how to avoid itWhy physical and emotional health are non-negotiable for growthHow to use self-check-ins to realign your goals with who you are nowWhy the second half of life can be more creative, meaningful, and aliveAnd much more…Guest Bio:Charles R. Scott is an executive mentor who helps leaders pursue ambitious goals while building lives of purpose and intentionality. After 14 years at Intel Corporation, Charles left the corporate world to become an adventurer, author, and co-founder of the nonprofit Team See Possibilities. He has cycled over 7,000 miles across Japan, Iceland, Europe, and the U.S. with his children, and guided the first blind runner to complete a nonstop double crossing of the Grand Canyon. Charles is the creator of the executive workshop “What Do You Want to Be When You Grow Up?”—delivered to thousands of CEOs and senior leaders across North America—and was named Speaker of the Year by TEC Canada. His talks have reached audiences at The World Bank, Uber, Intel, Harvard Business School, and more.Resources:ExecutiveMentorCharlesScott.com Podcast Mentioned:Good Life Project podcastBook Mentioned:Sparked: Discover Your Unique Imprint for Work that Makes You Come AliveDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any...
In today’s episode of the Going Beyond the Deal Podcast, J. Michael Fischer Jr. sits down with Bill Duerr, President and CEO of Hatteras, a leading print and packaging company with deep family roots and a strong innovation streak. What began as a bold move by Bill’s father in 1983 has since evolved into a thriving middle-market business that blends traditional craftsmanship with cutting-edge data-driven marketing.Bill shares his personal journey from wanting nothing to do with the family business to eventually taking the reins, applying lessons from coaching and team leadership to grow Hatteras into a national brand. From retail signage and influencer packaging to personalized direct mail triggered by e-commerce behavior, Bill reveals how Hatteras is staying relevant—and growing—in a digital-first world.You’ll also hear the wisdom passed down from his father and the leadership philosophy that has shaped his company’s culture. Whether you're a founder, executive, or next-gen leader navigating growth, legacy, and personal identity, this conversation will give you both perspective and tactical ideas.If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy!In This Episode You'll Learn:Why personalized print marketing still delivers results in 2025How to lead a family business without losing your own identityThe surprising power of print in a digital worldWhat Bill learned from coaching college lacrosse that shaped his business leadershipWhy packaging is becoming a key marketing channel—not just a necessityThe mindset shift that helped him step confidently into the CEO roleHow breathwork, jiu jitsu, and cold plunges sharpen his leadership edgeThe life and leadership lessons Bill learned from his fatherAnd much more…Guest Bio:Bill Duerr is the President and CEO of Hatteras, a print and packaging company founded by his father in 1983. From marketing collateral to direct mail, influencer kits to custom folding cartons, Hatteras serves top national brands with print solutions that are relevant, timely, and deeply human. Bill began his career in coaching college lacrosse before joining the family business, eventually stepping into leadership and helping evolve Hatteras into a modern, data-savvy organization. Resources:Hatteras Follow Hatteras on FacebookFollow Hatteras on InstagramFollow Hatteras on LinkedIn




