『Going Beyond the Deal』のカバーアート

Going Beyond the Deal

Going Beyond the Deal

著者： J. Michael Fischer Jr | DBD Investment Bank
無料で聴く

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 マネジメント マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • 49 | Michael Balsamo - How to Stop Your Restaurant From Bleeding Cash

    49 | Michael Balsamo - How to Stop Your Restaurant From Bleeding Cash
    2026/06/30
    What if most restaurants fail for reasons that have almost nothing to do with the food? Half of them close, and last year nearly 10,000 shut down across America.In this episode, J. Michael Fischer Jr. sits down with Michael Balsamo, founder and CEO of The Sage Advisory Group, to unpack why. Michael grew up in his family's Italian restaurant on Long Island, worked every job from the dish pit to the dining room, and spent 25 years in the industry before building Sage to give independent owners the systems most never have. They get into the three forces every restaurant must manage, the pre-opening mistakes that sink first-time owners, and why trust, not money, is the new currency of business.Thin margins, scarce talent, and passion alone will not keep the lights on. Listen now.Timestamped Highlights[00:03:38] – Growing up behind the line in a family Italian restaurant that lasted 25 years[00:07:08] – Why he walked away from taking over his dad’s restaurant[00:10:01] – The number most owners never hear: how many restaurants quietly close every year[00:11:12] – The three forces every restaurant has to manage, and where most lose control[00:13:33] – The single biggest challenge the industry has faced since COVID[00:14:31] – The pre-opening trap that can flip your P&L upside down before you open[00:15:51] – The three kinds of owners who call Sage, and the best time to reach out[00:18:21] – What actually happens in the first two weeks of a restaurant checkup[00:23:57] – How to fix a struggling restaurant without scaring off your guests[00:25:33] – Why the new currency of business is trust, not money[00:27:42] – Hiring hard: the first move that decides whether your team stays[00:29:59] – The 4th of July mistake that taught him never to manage on impulse[00:33:10] – The habit that keeps him grounded after 25 years in a brutal business[00:35:28] – The small thing that felt like nothing and ended up changing everythingMentioned ResourcesFordham UniversityJohnson & Wales UniversityCon EdisonLenny’s Clam BarBR GuestBLT SteakRunning Your Restaurant With Intention (Michael Balsamo’s upcoming book, working title)About the GuestMichael Balsamo is the founder and CEO of The Sage Advisory Group, a hospitality advisory firm that works hands-on inside independent restaurants to build the financial and operational systems most owners have never had. He grew up in his family’s Italian restaurant on Long Island, earned his degree and MBA from Fordham University, and spent more than 25 years across the industry, from the dish pit to leading teams at respected New York restaurant groups, before founding Sage. He is currently writing a book on running a restaurant with intention.🔗 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 BankGoing Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
    続きを読む 一部表示
    39 分
  • 48 | Jay David – How to Rescue a Dying Business Before It Is Too Late

    48 | Jay David – How to Rescue a Dying Business Before It Is Too Late
    2026/06/23
    What if the numbers you trust most are the ones steering your business into the ground?Jay David has spent his career inside food manufacturing plants, where real decisions carry real consequences. He is a turnaround operator and the author of Turnaround Revelations, and he speaks a language most consultants do not, having lived on both the finance and operations sides of a struggling business.In this conversation with J. Michael Fischer Jr., Jay breaks down the cost of saying yes, why the price your accounting tells you to charge is often the price that starves your business, and how a company can walk away from $700,000 of profit without realizing it. He explains why you can never cut your way back to profitability, what idle equipment and empty desks really signal, and why the moment you are worried about making payroll is the moment it is already too late.If you run or advise a business that is grinding and you cannot figure out why the harder you cut, the worse it gets, this is the perspective most owners only find after the damage is done. The death spiral is quiet until it is not. Listen now.Timestamped Highlights[00:03] Why every yes eventually starts costing you something[02:07] The baseball player who dropped out, then got hooked on a single community college class[05:47] Working doubles, closing the bar at 2 am, and out-earning his own accounting job[08:34] Building a 3D Excel model of the factory floor to see what every decision really costs[09:31] From scorekeeper to player, and running cost accounting for an $850 million company two years out of school[10:42] The billion-dollar land grab that buried the balance sheet in debt[13:06] The first walk-through: what dust, idle machines, and empty desks quietly tell him[16:27] Why he refuses to make friends, and how he delivers the tough medicine anyway[19:13] The cost of saying yes, and why the market already decided your price[23:02] The $700,000 contract a firm walked away from for almost no reason[26:30] The signal that means it is already too late to save the business[27:18] Why you can never cut your way back to profit[28:18] The death spiral that starts when every conversation is about cost[31:01] The small shift from finance to operations that changed how he reads every businessMentioned ResourcesDo Business Better (Jay's consulting firm and website)Turnaround Revelations, Jay David's book on AmazonThe Goal, the manufacturing book Jay recommendsAbout the GuestJay David is a food manufacturing turnaround operator and consultant, and the founder of Do Business Better. Across a career that has run from cost accounting to operations, he has worked inside companies, including a Chicago candy maker, Favorite Brands, Nabisco, and Kraft, helping struggling manufacturers and other businesses fix what is actually broken instead of cutting their way to failure. He is the author of Turnaround Revelations.🔗 LinkedIn | Website Important 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 BankGoing Beyond the Deal is an original podcast brought to you by J. Michael Fischer Jr. Production and editing by Podcast Your Brand.
    続きを読む 一部表示
    32 分
  • 47 | Why the Biggest Offer Can Cost You Everything

    47 | Why the Biggest Offer Can Cost You Everything
    2026/06/16

    What if the highest offer on the table is the one that leaves you with the least?

    A founder once turned down an offer, then a month later celebrated a bigger one that put less money in his pocket. In this solo episode, J. Michael Fischer Jr., Managing Director at DBD Investment Bank, explains how that happens and why the number on the front page of a letter of intent is not the deal.

    Michael breaks down what actually decides what a founder keeps: cash at close, rollover equity, earnouts, escrows, the working capital peg, asset versus stock structure, and tax exposure. He shows why the highest bid is rarely the best bid, why you have to diligence the buyer as hard as they diligence you, and why the strongest exits are built 12 to 24 months before a sale ever starts.

    If you are years of work away from the most important financial moment of your life, this is the perspective most founders only get after it is too late. The champagne runs out. The structure is what you live with. Listen now.

    Timestamped Highlights
    • [00:00] – The offer that paid less than the smaller one he turned down a month earlier
    • [00:40] – Why the big number on the LOI feels like the deal, and why it isn’t
    • [01:44] – How a single $50 million offer can mean two completely different lives
    • [02:43] – The line between a real exit and a job with a closing dinner
    • [03:22] – The “fine print” that is actually the entire deal
    • [04:37] – Why selling to private equity often means choosing your next boss
    • [04:53] – The reason the highest bid is almost never the best bid
    • [05:51] – The buyer you forgot to diligence, and why it costs you later
    • [06:59] – Why the best exits start 12 to 24 months before the sale
    • [07:54] – The one crack in your story that quietly drains your price
    • [08:05] – The invisible asset that holds every deal together
    • [09:38] – Valuation or outcome? The question that changes everything

    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.
    続きを読む 一部表示
    10 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません