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Going Beyond the Deal

Going Beyond the Deal

Yazan: J. Michael Fischer Jr | DBD Investment Bank
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Özet
 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.Copyright © 2025 DBD Partners LLC Economics Leadership Management Management & Leadership Personal Finance
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  • 68 | Julie Miller - How a Spontaneous Offer Changed a Founder's Life

    68 | Julie Miller - How a Spontaneous Offer Changed a Founder's Life
    10 Nov 2026
    If this was useful, the letter goes further: one short insider note each week on what I'm seeing in live deals right now. It's free, it's two minutes, and replies come straight to me. Join at thejmichael.com/letter.What if the buyer across the table only cares about your exit number and nothing about what you built?Julie Miller, CEO of Vital Geriatrics and co-founder of Vital Healthcare Solutions, started her company at 40 by Googling how to start a medical practice. She is the first former DBD Investment Bank client on the show, and she watched another company's sale up close before putting her own on the table.With J. Michael Fischer Jr., she unpacks running on cash through COVID, building a team on clearly defined core values, why the dinner after a management meeting matters, what diligence really demands, and why she rolled over 48% to keep leading.If a sale is anywhere in your future, this is the view from the founder's seat most owners only get too late. Listen now.Timestamped Highlights[02:51] – Raised in a nursing home, and the question from nurses that started a company[04:28] – Turning 40 and Googling how to start a medical practice[07:36] – Why running on cash with zero leverage carried the company through COVID[09:13] – Caring for the people who care for the patients[12:36] – Five people, five adjectives: how her team defined its core values[14:28] – Watching another company’s sale, horrifying and electrifying at the same time[16:43] – Why the dinner after the management meeting tells you the most[17:50] – The psychotherapy side of a sale nobody expects[21:05] – What happens when your banker does not understand your business[23:11] – One of the two most stressful times of her life, and why[24:02] – The 7 a.m. closing call that felt like nothing at all[25:43] – The diligence paperwork that shocks most founders[26:55] – Why she rolled over 48% and stayed on to lead[30:09] – The spur-of-the-moment offer that changed everythingMentioned ResourcesVital Healthcare SolutionsSuburban GeriatricsNew Harbor CapitalGoogleFaceTimeMicrosoft TeamsAbout the GuestJulie Miller is the CEO of Vital Geriatrics and co-founder of Vital Healthcare Solutions, which partners with long-term care facilities in Pennsylvania and New York to deliver behavioral health, endocrinology, and physical medicine and rehab services to older adults. Raised around nursing homes and coming from pharmaceutical sales, she built the company from scratch, ran it on cash through COVID, and launched its behavioral health division. After a sale advised by DBD Investment Bank, she rolled over equity and stayed on to lead the combined organization, which is now growing through acquisitions.🔗 LinkedIn | WebsiteImportant LinksFeel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.Grow Your Wealth: Book a call with DBD Investment Bank.Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
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    34 dk.
  • 67 | What a Banker Actually Does

    67 | What a Banker Actually Does
    3 Nov 2026

    If this was useful, the letter goes further: one short insider note each week on what I'm seeing in live deals right now. It's free, it's two minutes, and replies come straight to me. Join at thejmichael.com/letter.

    What if finding a buyer was never the hard part of selling your business?

    "Why would I pay an investment banker? I already have a buyer." In this solo episode, J. Michael Fischer Jr., Managing Director at DBD Investment Bank, answers the question he hears more than almost any other by opening the hood on how a sale really works.

    Michael walks through every step his team takes for founder-led and family-owned businesses: the forensic deep dive, a model built from scratch, a CIM written by hand, the blind teaser, the buyer map, and the competition that turns one buyer into a market. He also shows where value quietly bleeds out in diligence.

    If a sale is anywhere in your future, this is the work most owners never see. Finding a buyer is easy. Closing with the right one is the job. Listen now.

    Timestamped Highlights

    [01:25] – The sentence owners say with pride, and what it reveals about how little they know

    [03:21] – Why finding a buyer was never where the value is

    [04:03] – The 95% rule: why your obvious buyer is almost never the one you sell to

    [04:37] – The forensic deep dive that starts months before any buyer hears your name

    [06:10] – Why we rebuild your financial model from scratch, even when yours is great

    [07:02] – The 100-page document serious buyers judge you by, and why a thin one invites a lowball

    [08:28] – Why AI never writes the deal book

    [11:11] – Why one buyer is not a market, and how to create one

    [12:50] – The call every buyer takes before they see a single document

    [14:55] – Management presentations and the most dangerous person in the deal

    [17:06] – The four things that decide what an offer is really worth

    [18:15] – Quality of earnings: where deals go to die and value quietly bleeds out

    [21:40] – Broker vs advisor, and the question that was never about the fee

    Important Links
    • Feel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.
    • Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.
    • Grow Your Wealth: Book a call with DBD Investment Bank.

    Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
    Daha fazlasını göster Daha Az Göster
    26 dk.
  • 66 | Susan Griffin-Black - Why the Cash Out Was Never the Real Prize

    66 | Susan Griffin-Black - Why the Cash Out Was Never the Real Prize
    27 Oct 2026
    If this was useful, the letter goes further: one short insider note each week on what I’m seeing in live deals right now. It’s free, it’s two minutes, and replies come straight to me. Join at thejmichael.com/letter.What if the pot of gold at the end of the rainbow is the one thing quietly keeping you from building something you would never want to sell?Susan Griffin-Black co-founded EO Products in 1995, the company behind the EO and Everyone brands, and over three decades, she built it without venture capital or private equity. In this episode, she sits down with J. Michael Fischer Jr. to explain what staying independent made possible, what it cost, and why selling has never been front and center.They get into the capital decisions most owners never question, why she watched brands lose their magic after acquisition, how EO and Everyone serve two different customers under one product charter, and the rare personal story underneath it all. Susan and her co-founder Brad Black started the company as husband and wife, divorced, and still run it together as co-CEOs today.If a future exit is the measure of success you have never really examined, this is the perspective most owners only reach after the money is already spent. The cash out is not the finish line. Listen now.Timestamped Highlights[02:18] The husband-and-wife team who divorced and still run the company together[03:09] From Esprit to a London courtyard: the single breath that changed her whole life[07:35] What Brad brought to the table, and the Birkenstock order that nearly broke them[09:30] Two brands, one charter: how EO and Everyone quietly split the market[12:44] The guerrilla move that got them onto the Whole Foods shelf[18:48] The one ingredient acquirers cut first, and why it matters[19:45] Why she turned down private equity, even at the cost of market share[21:16] Divorced co-CEOs: how they rebuilt trust and kept the company whole[25:12] The quiet question that changed what success means to her[27:07] The pot of gold at the end of the rainbow, and the trap inside it[31:09] The small decision from the very beginning that ended up holding it all togetherMentioned ResourcesEO ProductsEspritDoug TompkinsSusie Tompkins BuellBirkenstockWhole Foods MarketBurt’s BeesCloroxHanesB CorporationAbout the GuestSusan Griffin-Black is the co-founder and co-CEO of EO Products, the San Rafael, California company behind the EO and Everyone personal care brands. She started her career as a clothing designer, including a stretch at Esprit, before a London apothecary set her on the path to essential oils. In 1995, she and Brad Black founded EO Products, and over three decades, they have grown both brands as a certified B Corp without taking on venture capital or private equity. She and Brad continue to run the company together as co-CEOs.🔗 WebsiteImportant LinksFeel Fully Alive: The 5 Dimensions of Vitality gives you the framework to thrive. Get your copy here.Stay Ahead in Business: Michael shares strategies to boost your financial decisions. Read his latest blog.Grow Your Wealth: Book a call with DBD Investment Bank.Going Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
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    36 dk.
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