Going Beyond the Deal Podcast Por J. Michael Fischer Jr | DBD Investment Bank arte de portada

Going Beyond the Deal

Going Beyond the Deal

De: 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.Copyright © 2025 DBD Partners LLC Economía Finanzas Personales Gestión Gestión y Liderazgo Liderazgo
Episodios
  • 23 | Amos Bar Joseph | How to Leverage AI for 100x Business Growth
    Sep 23 2025

    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 business
    • How to identify and operate within your “zone of genius”
    • Why the future of work is about autonomy and vision alignment, not bureaucracy
    • How Amos scaled Swan to over 200 customers with a three-person founding team
    • The mental habits that help entrepreneurs avoid burnout
    • Why marketing is about emotions, not just analytics
    • How AI agents can 100x the effectiveness of every employee
    • And 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 Bank


    Connect with Amos on LinkedIn


    Subscribe to The Big Shift Newsletter


    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...

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    46 m
  • 22 | Chase Ramey | How to Transition from Corporate to Startup Life
    Sep 16 2025

    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 alignment
    • How Chase went from Deloitte to Organifi and why he took a massive pay cut
    • The importance of learning to manage risk and cash flow
    • Why novelty and routine together create long-term fulfillment
    • How Organifi has scaled without outside capital while staying true to its mission
    • Why lifestyle choices matter more than supplements and how to use them to fill the gaps
    • How to prioritize relationships and health while building a successful career
    • The power of listening to your intuition and acting on small nudges
    • And 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 Bank


    Connect with Chase on LinkedIn


    Follow Chase on Instagram


    Organifi


    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,...

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    59 m
  • 21 | Reggie Ford | How to Create Impact by Being Your Authentic Self
    Sep 9 2025

    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 fulfillment
    • The importance of checking in with yourself and others to prevent burnout
    • How compartmentalizing emotions can help you survive — and why it eventually breaks down
    • Why sharing your story can transform shame into connection
    • How vulnerability builds stronger relationships and makes you a better leader
    • The pervasive belief that “we are not enough”, and how to reframe it
    • Practical strategies for gratitude, self-talk, and living with more love and purpose
    • And 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 Bank


    ReggiedFord.com


    Connect with Reggie on LinkedIn


    Follow Reggie on Instagram


    Follow Reggie on Facebook


    Follow Reggie on X


    Vulnerability Muscle with Reggie D. Ford Podcast


    Reggie’s Book: Perseverance Through Severe Dysfunction: Breaking the Curse of...

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    1 h y 5 m
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