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Amanda Luebeck launched K&D Advisory after watching a broker put his commission first. Now she’s the broker who would rather pull a deal than close a bad one.

Matt Logan went from broke and directionless at 22 to founding Rise North Capital, a nationwide financial firm built around people development and serving clients in all 50 states.

Richard Parker bought 13 businesses before helping others sell theirs. His boutique M&A firm closes 90% of deals — and his $197 course has reached 100,000 buyers across 80 countries.

David Tobin had four exits. One was painful. All of them shaped TobinLeff, the MA advisory firm that has helped 250+ owners sell on their terms.

Dave Allred went from living in a semi truck at 17 to building a $50M real estate fund. His story is about reverse engineering freedom with a deadline.

Kevin Koster turned a tragic accident into a 40-year mission: proving that marketing controls most of what determines a business’s value — and most owners never calculate it.

Christian Hertl of Antolino Wealth Advisors shares how a 60-year-old firm built on thinking and caring became his professional home and what a terminal diagnosis taught him about purpose.

Joel Guth built Gryphon Financial Partners into a $2.4B wealth firm by asking business owners what money means to them — not just what they have.

Jordan Rodriguez of Chagrin Valley Legacy Advisors shares why business owners need more than a generalist wealth manager and what a fee-only planning model built around them actually looks like.

Greg Mahoney of Skytale Group shares how he grew his father's dental practice from $1M to $7.5M, sold to private equity, and now helps founder-led healthcare groups scale operations.

Pat Voltapetti of Pinnacle One Capital shares how three generations of investing, four years at Cardone Capital, and a grandfather's philosophy shaped his approach to real estate.

Matt Coyne, founder of Brandywine M&A and Formation LLC, shares 25 years of lessons from advising privately held business owners through exits and why most leave millions on the table.