Excited About a New Deal?

What You'll Learn in This Episode

In this episode, Jason and Rich explore how excitement over a new deal can either fuel success or sabotage it. They highlight the importance of stewardship and aligning opportunities with a proven operating model. Jason and Rich challenge us to balance excitement and energy with discipline, ensuring every opportunity is examined through the lens of due diligence, accountability, and long-term impact.

Episode Highlights & Timestamps

• (00:00)How unchecked excitement can interfere with proper underwriting and due diligence when evaluating new investment opportunities.
• (05:37)How to maintain team energy while building structure, assigning responsibilities, and defining financial structure.
• (10:21)Why looking beyond the profit and loss statement reveals deeper operational risks and leadership challenges.
• (16:33)What red flags during development and acquisition can signal the need to pause a closing.
• (22:41)How aligning an opportunity with a proven operating framework like EOS improves accountability and execution.

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