The Lab

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

New Business From the New Tax Law

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.

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Winning Private Practice Medical

This 60-minute course teaches you how to win $8-12M lifetime relationships during healthcare's evolution cycle—driven by margin recovery, technology gaps, and aging ownership, creating financing opportunities.

4 modules, real examples, talking points and a bank of emails, disocery questions, frameowrks and more.

Medical practices are investing $175K-$400K in expansions and technology they've deferred for years. This $50 course can unlock more deals.

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We just launched. More is coming soon. Patience.

Here's what's on deck:

Selling Into Today's Manufacturing (10/25)

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

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 Generational 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.