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EPISODE 26

The First C in SUCCEED: Core Teams That Make Or Break Your Deal

Hosts: Rich Jarvis & Jason Morris
The Epic Investor Podcast
EPISODE 26 Artwork

What You'll Learn in This Episode

In this episode, Rich and Jason talk about the first “C” in the SUCCEED model—Core Teams—and why teams are the backbone of successful investments. They explain how the right people in the right roles create powerful synergy that can overcome market challenges and elevate project performance. Rich and Jason emphasize that growth mindset, accountability, and stewardship are what transform good teams into exceptional ones. They ask the essential question: “Are you moving towards something or away from something?” Make sure you’re moving towards something!

Episode Highlights & Timestamps

  • (04:31)The SUCCEED model and why the “Core Teams” component plays a critical role in deal success.
  • (08:00)Evaluating team members after acquiring a business and discovering the importance of putting people in the right seats.
  • (11:02)Why strong teams can overcome mediocre deals while weak teams can derail even the best opportunities.
  • (14:38)How team synergy helps investors navigate changing market conditions and capitalize on opportunities.
  • (18:27)The difference between fixed and growth mindsets and why mindset directly impacts team performance.
  • (30:35)How stewardship and long-term commitment to stakeholders strengthen trust and build sustainable investment success.

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About The Epic Investor

"The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life.