In this clip from The Deal Podcast, Ron Diamond outlines a practical roadmap for first-generation wealth creators to build sustainable family offices that survive into the second and third generations. Ron shares: - The most common post-liquidity mistake: investing too quickly - Why governance and structure must come before capital deployment - The missing piece in most wealth strategies: a clear mission statement - How Ron is helping create a modern “playbook” for family office optimization - Why estate planning attorneys are more critical than investment advisors early on - What a one-year waiting period before investing could actually protect This episode is a must-watch for founders, entrepreneurs, and families navigating wealth transition and legacy planning. Connect with the Guest: Ron Diamond: https://www.linkedin.com/in/ronalddiamond/ Connect with the Hosts & The Deal Podcast: Joshua Wilson – https://www.linkedin.com/in/joshuabrucewilson/ YouTube Channel – @dealpodcast Website – https://www.thedealpodcast.com

In this episode of The Deal Podcast, Ken Bernhard exposes the hidden costs of deferred maintenance in hospitals and universities and how his team created an off-balance sheet model that changes the game. Ken breaks down: • What the “bandaid effect” looks like in real-world infrastructure • Why higher ed and healthcare often delay necessary upgrades • How Bernhardt’s firm stepped in to operate facilities after redesigning them • The design-build-finance model that unlocks long-term infrastructure value • Why controlling the asset was essential to achieving off-balance sheet treatment • How a 25-year tail became the lever for systemic change This is an inside look at how smart structuring and operations can solve one of the most expensive problems in institutional infrastructure. Connect with the Guest: Ken Bernhard: https://www.linkedin.com/in/ken-bernhard-8b21a213/ Connect with the Hosts & The Deal Podcast: Joshua Wilson – https://www.linkedin.com/in/joshuabrucewilson/ YouTube – @dealpodcast Website – https://www.thedealpodcast.com

In this episode of The Deal Podcast, energy innovator Ken Bernhard explores the paradox every visionary faces: the better your solution, the more resistance it often creates. Ken unpacks: • Why trust, not tech, is the real barrier to innovation • How his team restructured utility infrastructure as an off-book leased asset • Why AI-powered tools are only useful when paired with operational credibility • The friction between legacy systems and new approaches • How Bernhardt’s vertically integrated design-build model broke through healthcare • What it means to build infrastructure people can’t ignore, even if they don’t fully understand it This is a must-watch for founders, operators, and investors who lead change and need others to buy in. Connect with the us: Website: https://www.famergers.com Jude David: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ Scott Shea: https://www.linkedin.com/in/escottshea/ Chase Kenner: https://www.linkedin.com/in/chase-kenner/ Connect with the Hosts & The Deal Podcast: Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube – @dealpodcast Website – https://www.thedealpodcast.com

In this compelling clip from The Deal Podcast, Ken Bernhard shares the moment his team realized they weren’t just acquiring a software company they were unlocking the core of an Energy-as-a-Service powerhouse. Ken walks through: • How 140+ national projects revealed the company’s hidden identity • Why the future of infrastructure isn’t just about smart construction, it’s about long-term O&M • What happens when you combine cutting-edge engineering with software and a shrinking labor force • Why most finance-driven energy timelines (2 years or less) don’t tell the whole story • How their platform helps augment, not replace, a declining skilled workforce If you’re in infrastructure, energy, or tech, this episode reframes what you thought you knew about value creation. Connect with the us: Website: https://www.famergers.com Jude David: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/ Scott Shea: https://www.linkedin.com/in/escottshea/ Chase Kenner: https://www.linkedin.com/in/chase-kenner/ Connect with the Hosts & The Deal Podcast: Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube – @dealpodcast Website – https://www.thedealpodcast.com

In this eye-opening clip from The Deal Podcast, Ron Diamond breaks down the uncomfortable truth behind family offices and why most of them collapse within just three generations. Ron shares: • The brutal statistics (only 10% survive to the third generation) • Why ego, not strategy, is often the root cause of failure • The Ty Warner story: From Beanie Baby billionaire to failed investor • The difference between personal success and operational discipline • Why many families should consider a multi-family office instead of going solo This isn’t theory, it’s the hard reality most wealthy families face after a liquidity event. If you’re in wealth management, private equity, or legacy planning, this is essential listening. Guest: Ron Diamond - https://www.linkedin.com/in/ronalddiamond/ 🎧 Connect with the Host & The Deal Podcast: Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube: https://www.youtube.com/@UCBIHzVOjInGznlpvC2pqpYQ Website: https://www.thedealpodcast.com

In this sharp, deal-focused clip from The Deal Podcast, Scott Shea and Chase Kenner explain why the best opportunities don’t go to the most passive buyers or sellers. They walk through a real deal that required five or six follow-ups just to get a reply. The buyer eventually responded weeks later… and four months after that, the deal closed. Connect with the Guest: Website: https://www.famergers.com Scott Shea: https://www.linkedin.com/in/escottshea/ Chase Kenner: https://www.linkedin.com/in/chase-kenner/ Connect with the Hosts & The Deal Podcast: Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube Channel: https://www.youtube.com/@UCBIHzVOjInGznlpvC2pqpYQ Contact The Deal Podcast: https://www.thedealpodcast.com/contact/ #TheDealPodcast #PrivateEquity #BusinessAcquisitions #PlatformStrategy #BundledServices #StrategicBuyers #FinancialBuyers #VerticalIntegration #JudeDavid

In this quick but powerful clip from The Deal Podcast, Scott Shea explains why letting emotions drive financial decisions can sabotage your success especially when large dollar amounts are involved. Using examples from both business and public markets, Scott shares how emotional overreactions to dollar figures instead of percentages can lead to poor decisions, missed opportunities, and lost confidence in the deal process. Whether you’re an investor, operator, or founder preparing for exit, this clip is a must-watch for developing a clearer, calmer decision-making mindset. Connect with the Guest: Scott Shea – Mergers and Acquisitions Advisor https://www.linkedin.com/in/escottshea/ Connect with the Hosts & The Deal Podcast: Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ YouTube Channel: www.youtube.com/@UCBIHzVOjInGznlpvC2pqpYQ #TheDealPodcast #MobileHomeParks #DealFlow #RealEstateInvesting #PersistencePays #AcquisitionStrategy #RelationshipMarketing

In this episode, Jude David breaks down the top three reasons buyers walk away from deals: 1. Poor or inconsistent financials 2. Owner-dependence 3. Lack of scalability Jude explains why even strong businesses can become unsellable if they’re built around a single owner or lack repeatable systems. If you’re planning to sell or want to protect future value, this episode is a must-listen. For business owners preparing for exit, this is required listening. Connect with the Hosts & The Deal Podcast: Joshua Wilson – LinkedIn YouTube – @dealpodcast Website – https://www.thedealpodcast.com