The Lab

Continuous Learning for even the highest performing dealmakers. Invest in your career. Master your craft. Do more deals.

The Course

There is a new tax law. Whether you're a corporate banker, equipment financier, asset-based lender, equity sponsor, or even a business banker, if you demonstrate the ability to be an advisor and sell into this, you’ll do more deals.

Eight Learning Modules, Practical Examples and Talking Points, and a Bank of Discovery Questions, Emails and Scripts for Only $297.

Uncovering only one more deal per year with these tactics and tools will pay off 10x to 30x.

Get In The Lab >>

The Content Bank

140+ Pages of over 2,000+ emails, scripts, voicemails, LinkedIn messages, and more. Major industry segments from manufacturing to medical.

All content addresses each element of the tax law, connecting it to a strategic business opportunity, and then pulls the prospect into conversation.

But if you buy the course, you'll get this thing AND the course for less money. But because some of you knuckleheads will still only want the Content Bank, we'll take your money.

Overpay For The Bank Despite The Course Being Cheaper >>

We just launched. More is coming soon. Patience.

Here's what's on deck:

Tariffs To Deal Flow (9/25)

Cash crunches from supply chain volatility create working capital and other financing needs. Here’s how to win from those situations.

Winning Medical Practices Under Pressure (9/25)

Private practice medicine is facing increasing financial pressure from regulation, the revenue cycle slowing, and physician compensation not keeping up with inflation. These challenges are forcing the stickiest, most sought-after clients to seek alternatives. Here’s how to win.

Dealmaker Foundations (10/25): This is the one many of you think you don't need, but need the most.

The Mind – Establishing the Dealmaker mindset required to win
The Message – Building your unique value proposition and selling proposition in a way that separates you from the rate-peddling ” we believe in relationship” over-commoditizing crowd.
The Blueprint – A strategic approach to business planning for every dealmaker that drives outcomes.
The Strategist – establishing your foundational approach to client conversations that will establish you as a thought leader, problem solver and dealmaker.

Winning The General Shift (10/25)

More business and executive transitions are happening than ever before because of generational gaps. And it might be the most powerful finance opportunity no one is talking about.