10 | Darek Hahn | How to Build Authentic Leadership in a Tech-Driven World

Going Beyond the Deal

Connect with Darek on LinkedIn

34:01

I think you could probably go back and track the stages of grief, probably that is what I went through. But I think if you do it right, you end up at acceptance. And that's where I ended up. And that's not to say that I've fully accepted the idea that the golden toad is extinct. Personally, I do still hold out hope that it could still be out there in those forests." - Trevor Ritland This conversation is with Trevor Ritland, who—along with his twin brother Kyle—authored The Golden Toad . The book chronicles their remarkable journey into Costa Rica’s cloud forest, once home to hundreds of brilliant golden toads that would emerge for just a few weeks each year—until, one day, they vanished without a trace. What began as a search for a lost species soon became something much more profound: a confrontation with ecological grief, a meditation on hope, and a powerful call to protect the natural world while we still can. Links: SpeciesUnite.com Kyle and Trevor: https://kyleandtrevor.com/ Instagram: https://www.instagram.com/adventureterm/ Goodreads - https://www.goodreads.com/book/show/222249677-the-golden-toad Amazon - https://www.amazon.com/Golden-Toad-Ecological-Mystery-Species/dp/163576996…

about a year ago 57:15

MP3•Episode home

How can business owners thrive in a tech-driven world without losing human connection?

In this episode of Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with executive and cybersecurity expert Darek Hahn for an eye-opening conversation about navigating business growth, technology, and authentic leadership. Far from a typical tech talk, this episode focuses on how genuine relationships and intentional leadership can transform both company culture and security practices.

Darek shares lessons from his journey as CEO of AffinIT, a company redefining the relationship between people and technology. Together, they explore why too many small businesses plateau, how to stay ahead of technological changes like AI, and why true leadership means giving up control and fostering collaboration.

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

How leading with vulnerability can unlock business growth
What makes a cybersecurity strategy actually effective
Why building real relationships in tech is a game-changer
What to know about AI risk—and how to prepare your company
Why many IT decisions fail without external accountability
How detachment in work culture leads to poor outcomes
The role of personal mission and structure in great leadership
And much more…

Guest Bio:

Darek Hahn is the CEO of AffinIT and an executive mentor, speaker, and soon-to-be author. With decades of experience in IT and leadership, Darek is known for helping organizations scale with intentional structure, genuine connection, and a people-first mindset. He’s built a career on trust, values, and resilience—guiding companies toward secure, strategic, and sustainable success.

Resources:

AffinITmsp.com

Connect with Michael on LinkedIn

DBD Investment Bank

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

15 episodes

10 | Darek Hahn | How to Build Authentic Leadership in a Tech-Driven World

Going Beyond the Deal

published about a year ago

MP3•Episode home

How can business owners thrive in a tech-driven world without losing human connection?

If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

How leading with vulnerability can unlock business growth
What makes a cybersecurity strategy actually effective
Why building real relationships in tech is a game-changer
What to know about AI risk—and how to prepare your company
Why many IT decisions fail without external accountability
How detachment in work culture leads to poor outcomes
The role of personal mission and structure in great leadership
And much more…

Guest Bio:

Resources:

AffinITmsp.com

Connect with Darek on LinkedIn

Connect with Michael on LinkedIn

DBD Investment Bank

Disclaimer:

15 episodes

All episodes

Going Beyond the Deal

1
14 | John Carpenter | How to Optimize Vendor Contracts for Better Profitability 46:50

4 days ago46:50

46:50

In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. welcomes John Carpenter, National Practice Partner at ERA Group and a strategic advisor known for helping companies stop cash leakage and improve profitability through smarter expense management. John shares real-world strategies for driving EBITDA growth by optimizing vendor contracts, identifying overlooked cost centers, and rethinking long-standing supplier relationships. He explains why many companies overpay, especially in high-spend areas like insurance and medical supplies, not out of necessity, but out of habit and assumption. Through this conversation, John makes a compelling case for why effective procurement and strategic cost control aren't just operational concerns but they’re key levers for business valuation and sustainable success. Whether you're a business owner, executive, or dealmaker, this episode will sharpen your lens on financial efficiency and challenge how you view cost and value across your organization. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! Key takeaways: Why strategic expense management is one of the fastest ways to grow your EBITDA How to identify hidden cash leakage within your organization The risks of staying loyal to long-time vendors without reviewing contracts Why medical supplies and insurance are common areas of overspending How to negotiate better value without always switching providers Why you need to challenge assumptions like “we’re already getting the best deal” How fitness and networking play a surprising role in long-term business performance And much more… Guest Bio: John Carpenter is the National Practice Partner at ERA Group and a leading expert in strategic cost optimization, vendor management, and financial efficiency. With a passion for helping mid-to-large-sized companies take command of their expenses, John has helped organizations unlock significant profitability by reevaluating long-held supplier strategies. As a board member, advisor, and sought-after speaker, he works with clients to identify cash leaks, maximize EBITDA, and build lasting value through smart financial operations. Resources: Connect with Michael on LinkedIn DBD Investment Bank Connect with John on LinkedIn ERA Group Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
13 | Chris Murphy | How to Treat Every Role as Essential in Your Firm 49:23

11 days ago49:23

49:23

What does it take to build a law firm that runs like a high-performance business—not just a legal practice? In this episode of the Going Beyond the Deal podcast, host J. Michael Fischer Jr. sits down with Chris Murphy, partner and co-founder of Murphy Schiller & Wilkes LLP, to explore the entrepreneurial mindset behind building a thriving, people-centered commercial real estate law firm. Chris shares how he and his partners approached the firm from day one with the intention of creating something scalable, sustainable, and mission-driven. He discusses the value of running a firm like a real business, building a team that believes in a shared vision, and treating every role, no matter how public-facing or behind the scenes, as equally vital to the firm’s identity. Listeners will also hear candid reflections on the challenges and sacrifices of entrepreneurship, the importance of risk tolerance, and what it really means to go “beyond the deal” in the legal space. Enjoy! Key takeaways: What separates great firms from good ones in commercial real estate law How shared mission and equity partnerships foster strong internal culture Why every role, from receptionist to partner, is equally essential The personal trade-offs of owning and running your own firm The value of risk tolerance and following your instincts And much more… Guest Bio: Chris J. Murphy is a partner and co-founder of Murphy Schiller & Wilkes LLP, where he leads the Land Use, Zoning and Redevelopment, and Tax Credits and Incentives practice groups. With experience securing over $800M in tax credits and incentives, Chris is a trusted advisor to major developers across New Jersey. He is also co-author of the Financial Incentives chapter in Commercial Real Estate Transactions in New Jersey and has been featured in publications such as NJBIZ and The Wall Street Journal. Before practicing law, Chris competed professionally in both ice hockey and boxing. Resources: Connect with Michael on LinkedIn DBD Investment Bank Connect with Chris on LinkedIn MurphyLLP.com Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
12 | Michael Johnson | How to Cultivate Essential Habits for Success 46:53

18 days ago46:53

46:53

What does it take to transform innovation from buzzword to impact? Michael Johnson, PhD, has built his career around bridging the gap between ideas and execution across biotech, business, and fatherhood. In this episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. dives deep into Michael’s remarkable career path—from his early days in a Rutgers lab to building and selling a drug discovery company, and now leading one of New Jersey’s top innovation engines. Michael opens up about raising capital against the odds, recognizing when to sell in a bubble, and why consistency in fitness is a direct reflection of success in business. If you’re an entrepreneur, a father, or someone building something from scratch, this episode will challenge your thinking, inspire action, and leave you with practical tools to level up in life and leadership. Also, if you've enjoyed this episode of the Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! In This Episode You'll Learn: Why biotech entrepreneurship is a completely different ballgame than tech startups What led Michael to sell his company at the top, despite his board’s resistance How NJII is connecting higher ed with real-world innovation in AI, defense, and healthcare What makes ”1% Dad” more than just another fitness book for fathers The three essential habits Michael believes drive long-term health and leadership success Why most people don’t seek mentorship—and how to be the exception The core question every aspiring founder needs to ask before jumping in And much more… Guest Bio: Dr. Michael Johnson is the President of the New Jersey Innovation Institute (NJII), a former biotech founder, and author of the book ”1% Dad”. With a PhD in Environmental Sciences and real-world experience taking a biotech company from lab bench to acquisition, Michael brings a unique blend of scientific rigor, entrepreneurial grit, and operational leadership to everything he does. A recognized voice in the conversation around fatherhood, discipline, and high performance, Michael is also a seasoned CEO and father of two who teaches men how to win in all areas of life without compromise. Resources: Connect with Michael on LinkedIn DBD Investment Bank 1% Dad Connect with Dr. Michael on LinkedIn Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
11 | Zach Kuehne | How to Lead a Legacy Business into the Future 53:03

25 days ago53:03

53:03

Ever wonder what it takes to keep clean water flowing to millions of homes—day after day, year after year? For Zach Kuehne, it’s more than a job. It’s a family legacy spanning over a century. As the president of the Kuehne Company, Zach is on a mission to modernize one of the oldest and most vital services in the world: water disinfection. In this episode of Going Beyond the Deal, host J. Michael Fischer Jr. sits down with Zach to explore the fascinating story of a third-generation family business in chemical manufacturing. From humble beginnings in a basement bathtub to innovating the next generation of ultra-pure bleach, Zach shares a refreshingly candid take on legacy, leadership, and sustainability. This is not just a story about chlorine—it’s about responsibility, reinvention, and redefining what it means to lead a century-old business into the future. If you've enjoyed this episode of the Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! Key takeaways: How Zach’s rural upbringing shaped his values and leadership approach Why his father insisted he work outside the family business before joining it How the advanced bleach manufacturing process serves over 36 million Americans What makes Paragon Ultra-Pure Bleach different—and why it matters How sustainability and efficiency drive Kuehne Company’s mission and operations How Zach is transforming a legacy business with modern tools and a culture of continuous improvement The small decision that changed the course of Zach’s life and career And much more… Guest Bio: Zach Kuehne is the President of the Kuehne Company, a third-generation, family-owned chemical manufacturing business. With a background in entrepreneurship and a hands-on approach to leadership, Zach has played a pivotal role in modernizing operations, improving sustainability, and expanding the company’s reach in servicing municipal water systems. His mission is to bridge the old with the new—preserving legacy while driving innovation. Resources: Connect with Michael on LinkedIn DBD Investment Bank Connect with Zach on LinkedIn KuehneCompany.com Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
10 | Darek Hahn | How to Build Authentic Leadership in a Tech-Driven World 57:15

7 weeks ago57:15

57:15

How can business owners thrive in a tech-driven world without losing human connection? In this episode of Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with executive and cybersecurity expert Darek Hahn for an eye-opening conversation about navigating business growth, technology, and authentic leadership. Far from a typical tech talk, this episode focuses on how genuine relationships and intentional leadership can transform both company culture and security practices. Darek shares lessons from his journey as CEO of AffinIT, a company redefining the relationship between people and technology. Together, they explore why too many small businesses plateau, how to stay ahead of technological changes like AI, and why true leadership means giving up control and fostering collaboration. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! In This Episode You'll Learn: How leading with vulnerability can unlock business growth What makes a cybersecurity strategy actually effective Why building real relationships in tech is a game-changer What to know about AI risk—and how to prepare your company Why many IT decisions fail without external accountability How detachment in work culture leads to poor outcomes The role of personal mission and structure in great leadership And much more… Guest Bio: Darek Hahn is the CEO of AffinIT and an executive mentor, speaker, and soon-to-be author. With decades of experience in IT and leadership, Darek is known for helping organizations scale with intentional structure, genuine connection, and a people-first mindset. He’s built a career on trust, values, and resilience—guiding companies toward secure, strategic, and sustainable success. Resources: AffinITmsp.com Connect with Darek on LinkedIn Connect with Michael on LinkedIn DBD Investment Bank Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
09 | Buddy Valastro | How to Build a Business That’s Both Famous and Grounded 49:33

8 weeks ago49:33

49:33

What if the defining moment of your life came at 17, and you had to grow up overnight? In today’s episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with the one and only Buddy Valastro, a.k.a. the Cake Boss, for a deeply personal conversation about legacy, leadership, and the drive that turned a Hoboken bakery into a globally recognized brand. From taking over Carlo’s Bakery as a teenager after the loss of his father, to navigating the early challenges of keeping a family business alive in the face of supermarket competition, Buddy shares how he transformed adversity into fuel. You’ll hear the story of how Cake Boss came to life—not through agents or auditions, but through grit, relationships, and relentless belief in the power of storytelling. Buddy also opens up about staying grounded in the whirlwind of fame, leading with efficiency and integrity, and why, despite all his success, his proudest accomplishment is still his family. Whether you’re an entrepreneur, a creator, or just someone who’s had to start from scratch, this episode offers rare insight into what it really takes to build something lasting. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! In This Episode You'll Learn: How Buddy took over Carlo’s Bakery at age 17 and earned respect as a young leader The moment that sparked his shift from survival mode to visionary growth Why efficiency became the cornerstone of his leadership style How Cake Boss came to be, and why it almost wasn’t on TV What Buddy learned about sales, trust, and relationships from meeting thousands of brides The behind-the-scenes evolution of Cake Boss into a global franchise How Buddy balances being a CEO, husband, and father in the middle of a media empire And much more… Guest Bio: Buddy Valastro is a fourth-generation baker and the owner of Carlo’s Bakery, a business founded in 1910 and made world-famous through the hit TV show Cake Boss. After taking over the bakery at age 17 following the sudden death of his father, Buddy transformed a small Hoboken storefront into a billion-dollar global brand spanning television, restaurants, frozen foods, and consumer products. Known for his passion, work ethic, and efficiency-driven leadership, Buddy remains deeply committed to his roots—both in business and in family. He continues to run Carlo’s Bakery alongside his wife Lisa and their children, while innovating new ventures like scratch-made frozen pizza and national supermarket lines—all while staying grounded in the values that shaped his journey. Resources: CarlosBakery.com Follow Carlo’s Bakery on Instagram Follow Carlo’s Bakery on Facebook Follow Carlo’s Bakery on X Follow Carlo’s Bakery on TikTok Connect with Michael on LinkedIn DBD Investment Bank Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
08 | Charles Scott | How to Embrace Discomfort for Personal Growth 59:02

9 weeks ago59:02

59:02

What if the real pivot in your life isn’t about chasing more, but choosing growth over comfort? In today’s episode of the Going Beyond the Deal podcast, J. Michael Fischer Jr. sits down with Charles Scott, former Intel Corporation executive turned executive mentor, to explore what it truly means to live a life of vitality, purpose, and self-directed growth. Charles shares the deeply personal journey that led him to leave a high-level corporate role at Intel to build a legacy centered around family, meaning, and transformation. From cycling across Japan with his 8-year-old son to mentoring ambitious CEOs through their midlife transitions, Charles unpacks the power of “following the nudge,” embracing discomfort, and learning how to design a life that doesn’t just look good on paper, but actually feels fulfilling. Whether you're an entrepreneur, executive, or high-performer quietly asking “Is this all there is?”—this conversation offers a roadmap to tune back into what really matters, without blowing up your life to get there. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! Key takeaways: Why your dream job can still lead to stagnation—and how to recognize it The definition of vitality (and why it’s your most important metric) How to identify and act on a “nudge” when you feel called to change The difference between succeeding within a structure vs. building your own What the “ambitious person’s trap” looks like—and how to avoid it Why physical and emotional health are non-negotiable for growth How to use self-check-ins to realign your goals with who you are now Why the second half of life can be more creative, meaningful, and alive And much more… Guest Bio: Charles R. Scott is an executive mentor who helps leaders pursue ambitious goals while building lives of purpose and intentionality. After 14 years at Intel Corporation, Charles left the corporate world to become an adventurer, author, and co-founder of the nonprofit Team See Possibilities. He has cycled over 7,000 miles across Japan, Iceland, Europe, and the U.S. with his children, and guided the first blind runner to complete a nonstop double crossing of the Grand Canyon. Charles is the creator of the executive workshop “What Do You Want to Be When You Grow Up?”—delivered to thousands of CEOs and senior leaders across North America—and was named Speaker of the Year by TEC Canada. His talks have reached audiences at The World Bank, Uber, Intel, Harvard Business School, and more. Resources: ExecutiveMentorCharlesScott.com Podcast Mentioned: Good Life Project podcast Book Mentioned: Sparked: Discover Your Unique Imprint for Work that Makes You Come Alive Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
07 | Bill Duerr | How to Lead a Family Business into the Digital Age 48:05

10 weeks ago48:05

48:05

In today’s episode of the Going Beyond the Deal Podcast, J. Michael Fischer Jr. sits down with Bill Duerr, President and CEO of Hatteras, a leading print and packaging company with deep family roots and a strong innovation streak. What began as a bold move by Bill’s father in 1983 has since evolved into a thriving middle-market business that blends traditional craftsmanship with cutting-edge data-driven marketing. Bill shares his personal journey from wanting nothing to do with the family business to eventually taking the reins, applying lessons from coaching and team leadership to grow Hatteras into a national brand. From retail signage and influencer packaging to personalized direct mail triggered by e-commerce behavior, Bill reveals how Hatteras is staying relevant—and growing—in a digital-first world. You’ll also hear the wisdom passed down from his father and the leadership philosophy that has shaped his company’s culture. Whether you're a founder, executive, or next-gen leader navigating growth, legacy, and personal identity, this conversation will give you both perspective and tactical ideas. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! In This Episode You'll Learn: Why personalized print marketing still delivers results in 2025 How to lead a family business without losing your own identity The surprising power of print in a digital world What Bill learned from coaching college lacrosse that shaped his business leadership Why packaging is becoming a key marketing channel—not just a necessity The mindset shift that helped him step confidently into the CEO role How breathwork, jiu jitsu, and cold plunges sharpen his leadership edge The life and leadership lessons Bill learned from his father And much more… Guest Bio: Bill Duerr is the President and CEO of Hatteras, a print and packaging company founded by his father in 1983. From marketing collateral to direct mail, influencer kits to custom folding cartons, Hatteras serves top national brands with print solutions that are relevant, timely, and deeply human. Bill began his career in coaching college lacrosse before joining the family business, eventually stepping into leadership and helping evolve Hatteras into a modern, data-savvy organization. Resources: Hatteras Follow Hatteras on Facebook Follow Hatteras on Instagram Follow Hatteras on LinkedIn…

Going Beyond the Deal

1
06 | Manuel Aczualdez | How to Build a Sustainable Brand in the Spirits Industry 37:09

11 weeks ago37:09

37:09

What drives an entrepreneur to leave a successful corporate career and start something entirely their own? In this episode of Going Beyond the Deal podcast, I sit down with Manuel Aczualdez, founder and CEO of Drink Good Spirits, to uncover the story behind his journey from working for industry giants like Diageo and Clase Azul to creating a brand that blends sustainability, authenticity, and craftsmanship. Manuel shares how he leveraged decades of experience in the spirits industry to develop a unique portfolio of premium tequila, mezcal, and gin brands. From navigating the challenges of launching a brand—from scratch to overcoming setbacks in trademarking and distribution—Manuel provides an inside look at the highs and lows of building a business. He also delves into the importance of storytelling, brand integrity, and maintaining work-life balance while growing an international brand. If you’ve ever considered taking the leap into entrepreneurship, this episode is packed with practical advice and inspiration. In This Episode You'll Learn: Corporate jobs often only show a narrow view of the big picture Growth comes with cycles of ups and downs; learning from setbacks is key Maintaining clarity of mind is essential for effective leadership Entrepreneurship can be isolating, but a strong team and support system make it manageable Passion and expertise in your field are critical for long-term success And much more… Guest Bio: Manuel Aczualdez is the founder and CEO of Drink Good Spirits, a company specializing in premium tequila, mezcal, and gin crafted with sustainability and authenticity at its core. With over two decades of experience at industry giants like Diageo and Clase Azul, Manuel combines his expertise with a passion for creating meaningful brands that tell stories. His commitment to quality and innovation has made Drink Good Spirits a standout in the industry. Resources: Aldeztequila.com Aldezmezcal.com Aczugin.com Follow Aldez Tequila on Instagram Follow Aldez Mezcal on Instagram Follow Aczu Gin on Instagram Connect with Michael on LinkedIn DBD Investment Bank Disclaimer The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
05 | John Ziss | How to Transition from Family Business to Venture Capital 48:11

12 weeks ago48:11

48:11

What does it take to transition from family business leadership to venture capital, M&A, and sustainable investing? In this episode of Going Beyond the Deal podcast, I sit down with John Ziss, President of Coral EV, to discuss his journey through entrepreneurship, leadership, and strategic business growth. John shares how growing up in a family business shaped his leadership mindset and why stepping away to gain outside experience was a game-changer. He also dives into his work in private equity, renewable energy, and EV infrastructure, offering insights on how businesses can scale strategically while staying ahead of industry shifts. If you’re an entrepreneur, investor, or business leader looking to navigate growth, embrace change, and leverage sustainability for long-term success, this episode is packed with valuable takeaways and lessons learned from decades of experience. Enjoy! In This Episode You'll Learn: Why stepping outside the family business can be the best career move How to balance entrepreneurship with leadership in high-growth businesses The role of sustainability in modern business strategy How personal development and mindset training fuel long-term success The biggest lessons learned from operating and scaling businesses How to find and maximize opportunities in M&A and private equity And much more… Guest Bio: John Ziss is the President of Coral EV, helping businesses and institutions simplify EV charging installations. With 20 years of sustainability experience, he specializes in finance, M&A, and strategic growth. John began his career in his family’s business before transitioning into venture capital, private equity, and renewable energy. Resources: Connect with John on Linkedin Coralev.com Connect with Michael on LinkedIn DBD Investment Bank Disclaimer The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
04 | Kyle Shroufe | How to Scale Your Business Without Debt or Investors 48:06

13 weeks ago48:06

48:06

How do you build a multi-eight-figure company from scratch without taking on debt or investors? In this episode of Going Beyond the Deal podcast, I sit down with Kyle Shroufe, CEO and Co-Founder at Opal Energy Group, to discuss his journey in the commercial solar industry and the strategies behind his company's massive success. Kyle shares how he went from working in real estate and project management to identifying a major gap in the solar industry—one that allowed him to build a company that delivers better solutions for clients. He dives into the key principles that fueled his success, from mastering cash flow management to building a strong referral network and staying relentlessly consistent. Beyond business strategy, Kyle also reveals the mindset shifts that helped him scale Opal Energy, including the power of chasing discomfort, the importance of paying attention to details, and why being the best in your field is non-negotiable. Whether you're an entrepreneur, investor, or business leader, this episode is packed with valuable insights that can help you scale your own success. Enjoy! In This Episode You'll Learn: Why commercial solar is a revenue-generating asset for businesses The cash flow management strategies that helped Kyle bootstrap Opal Energy How building a strong referral network transformed his business Why consistency, resilience, and attention to detail are the keys to success How chasing discomfort and setting the right identity drive long-term growth And much more… Guest Bio: Kyle Shroufe is the CEO and Co-Founder at Opal Energy Group, a leading commercial solar development company. With a background in real estate and project management, Kyle identified inefficiencies in the solar industry and set out to build a company that offered better solutions. Under his leadership, Opal Energy has grown into a multi-eight-figure business without taking on outside investors or debt. Kyle is passionate about business strategy, leadership, and personal growth, applying principles like consistency, discipline, and calculated risk-taking to every aspect of his work.…

Going Beyond the Deal

1
03 | Ted Stone | How to Bridge the Gap Between Tech and Executive Teams 32:39

13 weeks ago32:39

32:39

What happens when you blend the precision of engineering with the strategic thinking of finance? In this episode of Going Beyond the Deal podcast, I sit down with Ted Stone, Managing Partner at TechCXO’s New York office, to explore how the right systems and leadership can make or break a business. From his early career as a “recovering engineer” to guiding companies through complex financial and operational decisions, Ted shares valuable insights on what it takes to scale successfully. Listeners will discover how Ted’s unique ability to connect tech teams with executive leadership has driven growth in companies ranging from startups to billion-dollar enterprises. Whether you’re running a small business or managing a large corporation, Ted’s experiences across industries—from pharmaceuticals to software—offer key takeaways on aligning finance with operations to maximize value. Curious about when it’s time to bring in a fractional CFO or how to align business goals with execution? Ted breaks it all down, offering actionable advice for companies of all sizes looking to streamline their operations and drive success. Listen now and enjoy! In This Episode You’ll Learn: Why the CFO plays a critical role in bridging the gap between tech and executive teams How to know when your business needs a fractional CFO or other leadership support The importance of systems in scaling a business, and how to develop them How early-stage companies can prepare for investment and growth Why aligning finance with operations is crucial for long-term success And much more… Guest Bio: Ted Stone is the Managing Partner of TechCXO’s New York office. With decades of experience as a CFO across industries including pharmaceuticals, software, and consumer products, Ted specializes in helping companies bridge the gap between technical teams and executive leadership. His expertise lies in operational management, financial strategy, and guiding companies through growth, investment, and exit strategies. Resources: Techcxo.com ted.stone@techcxo.com Book Mentioned: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones Connect with Michael on LinkedIn DBD Investment Bank Disclaimer The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
02 | Steve Poliseo | How to Maintain High Performance in Accounting 51:36

14 weeks ago51:36

51:36

What makes a trusted advisor in accounting truly exceptional? In this episode of Going Beyond the Deal Podcast, Michael Fisher interviews Steve Poliseo, a partner at Citrin Cooperman and a highly regarded accountant in the New Jersey market. Steve shares his personal journey, from a blue-collar upbringing to becoming a trusted resource for business owners and an integral part of their success stories. This conversation dives deep into the value of collaboration between accountants, bankers, and other advisors, showcasing how these relationships can empower businesses to thrive. Steve discusses his role as a trusted advisor, the importance of building meaningful client relationships, and how his unique perspective—shaped by both professional expertise and personal experience—has allowed him to serve clients with empathy and effectiveness. If you've enjoyed this episode of Going Beyond the Deal podcast, be sure to leave a review and subscribe today! Enjoy! In This Episode You'll Learn: Why an accountant should be more than just a service provider—they should be a trusted advisor How collaboration between accountants and bankers creates stronger outcomes for clients The importance of asking clients what success looks like to them and tailoring advice accordingly Why surrounding yourself with the right team is crucial for personal and professional growth How mental and physical fitness contribute to maintaining high performance And much more… Guest Bio: Steve Poliseo is a partner at Citrin Cooperman, one of the nation’s leading middle-market accounting firms. With over 25 years of experience, Steve specializes in providing tax and advisory services to a diverse client base, from startups to billion-dollar enterprises. Known for his hands-on approach, Steve is dedicated to helping clients navigate complex challenges, define success, and achieve their financial goals. Resources: Connect with Steve on LinkedIn Connect with Michael on LinkedIn DBD Investment Bank Disclaimer The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
01 | Joe Furey | How Legacies Thrive and Soar in Modern Business 44:49

14 weeks ago44:49

44:49

Ever wondered what it takes to turn an iconic architectural firm into a global powerhouse? Imagine navigating the complexities of succession planning, acquisitions, and a rapidly evolving industry—all while preserving a legacy that spans over half a century. In this episode of Going Beyond the Deal podcast, I sit down with Joe Furey, the President and CEO of Michael Graves and Associates, a globally renowned architectural firm headquartered in Princeton, New Jersey. With a career that began in accounting and evolved into leading one of the most prestigious names in architecture, Joe has a unique perspective on balancing creativity with business acumen. We delve into the fascinating history of Michael Graves and Associates, explore the current trends shaping the architectural industry, and unpack the firm's ambitious acquisition strategy that’s driving their growth in new and exciting ways. How does a firm steeped in tradition stay relevant in a rapidly changing industry? What are the key elements to consider when acquiring and integrating new companies into an established brand? And most importantly, how do you ensure that a legacy not only survives but thrives in the hands of a new generation of leaders? Ready to learn how to strategically grow your business while preserving its core values? Tune in to this episode and discover the blueprint for successful mergers and acquisitions in any industry. Listen now and enjoy! In This Episode You'll Learn: The importance of integrating financial acumen into creative industries for sustainable growth How strategic acquisitions can complement existing business strengths and fill critical gaps The evolving role of technology in modern architectural practices The need to balance innovation with tradition to maintain a company’s legacy while staying relevant in a rapidly changing industry. The significance of a strong internal and external team when executing a roll-up strategy Why people and relationships are the cornerstone of successful business deals Insights into the shifting trends in the architectural industry and how to navigate them The value of thinking ahead about succession planning and the future of your business And much more… Guest Bio: Joe Furey is the President and CEO of Michael Graves and Associates, a globally recognized architectural firm known for its innovative designs and extensive portfolio of world-renowned projects. With a background in finance and accounting, Joe joined the firm in 2008 as CFO and later took on the role of CEO, where he now leads the company’s ambitious growth and acquisition strategy. His unique blend of financial expertise and leadership in the creative industry makes him a formidable force in the architectural world. Resources Michaelgraves.com Connect with Joe on LinkedIn Connect with Michael on LinkedIn DBD Investment Bank Disclaimer The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.…

Going Beyond the Deal

1
00 | Welcome to Going Beyond The Deal Podcast! 6:31

14 weeks ago6:31