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Conversations with operators near the door.

The Wealth Cockpit Podcast and a small set of guest appearances. If you produce a show, run an event, or write for a publication that reaches owner-operators 2 to 7 years from a sale, brent@neelypi.com.

The show

The Wealth Cockpit Podcast

Conversations about building, owning, and eventually transitioning out of a private business. Tax, capital structure, real estate, family. The episodes are short, the questions are the ones operators ask each other when no advisors are in the room.

As a guest

Appearances

For producers and event hosts

Topics

  1. 01. Diversifying out of one concentrated business before an exit
  2. 02. Raising capital from your existing operator network (the first $1-2M)
  3. 03. Underwriting multifamily with downside-first assumptions
  4. 04. How a solo operator uses AI to run a real estate firm at institutional quality
Inquiries

One email. Brent reads it. He answers within a week.

brent@neelypi.com