How does a business actually go public? You might think it’s all about the big, flashy moment—but the truth is, it’s the quiet work that sets you up for success long before that moment arrives.

In this episode of The Visionaries Show, Mohan and I talk with Peter Goldstein, an expert who’s seen it all when it comes to IPOs. He shares what it really takes to get your company ready, why having the right management team is crucial, and how the IPO process is more about years of planning than a one-time event.

Peter also talks about the 2025 IPO Summit, an event that can help entrepreneurs like you better understand the IPO process and get your business prepared.

Here’s what we cover:

• Why most entrepreneurs avoid thinking about going public (and how it’s holding them back)
• The game-changing role a solid management team plays in IPO success
• The timeline for planning an IPO (hint: it’s a lot longer than you think)
• What investors want to see from your company
• What the SEC does (and doesn’t do) during the IPO process
• Why marketing your stock is just as important as marketing your business

🎧 Hit play to hear how you can start preparing for your IPO and what you can do today to set yourself up for success down the line.

If you're ready to take the next step, learn more about Peter’s 2025 IPO Summit at theIPOsummit.com and use code IPOSUMMIT25 for a discount.

If you’re a business owner, chances are the idea of selling or transitioning your company has crossed your mind. But what does that process actually look like when done well?

In this episode of The Visionaries Show, Mohan and I sit down with Jeff Getty, a longtime M&A advisor who’s worked with countless founders to help them exit on their terms. Jeff brings a straight-shooting perspective on everything from unsolicited offers and strategic buyers to the tax tools most people miss (yes, we’re talking about QSBS).

We unpack the messy middle of ownership transitions: the family dynamics, the missed planning windows, the moments when founders realize they’re negotiating blind. Jeff shares the lessons he’s learned, the traps to avoid, and the strategies that help owners protect the business they’ve spent a lifetime building.

Here’s what we cover:

• Why succession planning matters, even if you think it doesn’t
• What to know about unsolicited offers before jumping at one
• How private equity is shaping today’s M&A landscape
• The role of due diligence before you go to market
• The overlooked tax-saving strategy every founder should know (hint: QSBS)
• Why family dynamics, not finances, derail most transitions
• How storytelling increases perceived business value during a sale

🎧 Tune in now to get clear on how to protect what you’ve built—and make the exit worth it. Learn more about Jeff’s work at www.callanfamilyoffice.com Pick up his book, The Descent Is The Real Climb: Unexpected Truths About Successful Business Transitions, on Amazon: https://amzn.to/4iBY64q

On The Visionaries Show, we had the pleasure of chatting with Michael Klein, founder of Freedom Financial Funds, about his journey from commercial banking to building a thriving business in real estate finance. Michael shared stories about the challenges he overcame, raising $14 million in a single meeting and the lessons that shaped his success.

This episode is filled with practical advice and inspiration for anyone looking to grow their career or business.

Key Takeaways:

• Michael’s Career Path: From banking to co-founding Freedom Financial Funds, Michael built a niche in real estate finance.
• Focus on Skills: Early career success comes from prioritizing skill-building over salary.
• Networking Wins: Strong connections helped Michael raise $14 million in just one hour.
• Solve Real Problems: Understanding tools like leverage buyouts leads to smarter decisions.
• Entrepreneurial Advice: Monitor cash flow, set high standards, and overdeliver for customers.
• Smart Growth: Use external resources wisely to fuel sustainable growth.

Catch this episode of The Visionaries Show for Michael’s story and advice you can put into action today!