{"podcast":{"title":"Entrepreneurial Legacies","slug":"entrepreneurial-legacies-6418527","podcast_index_feed_id":6418527,"rss_url":"https://feeds.libsyn.com/475917/rss","website_url":"https://ccpwealth.com/clear-conversations/","image_url":"https://static.libsyn.com/p/assets/1/4/b/3/14b3dffe399e605d16c3140a3186d450/Entrepreneurial_Legacies_Rebrand_1.png","author":"Clearwater Capital Partners","episode_count":46,"summary":"Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship, multigenerational wealth planning, and the evolving landscape of family office advisory, offering practical insight for investors, business owners, and families seeking long-term financial clarity. The Entrepreneurial Legacies series, hosted by John Sleeting, Managing Partner of Family Office Services at Clearwater Capital Partners, takes listeners behind the scenes of entrepreneurial families and business founders. Each episode explores real-world journeys that include launching new ventures, leadership challenges, scaling for growth, liquidity events, estate strategy, investment decision-making, philanthropy, and family governance. Through candid conversations and firsthand perspectives, listeners gain valuable insight into wealth management, legacy planning, and the pivotal decisions that shape successful families and individuals as they consider what comes next in their journeys.","last_synced_at":"2026-07-02T02:19:04.543550+00:00","page_url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527"},"episode":{"title":"M&A An Investment Banker's Perspective with Chris Geyer","slug":"m-a-an-investment-banker-s-perspective-with-chris-geyer","published_at":"2025-08-01T12:00:00+00:00","page_url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527/m-a-an-investment-banker-s-perspective-with-chris-geyer","show_page_url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527","url":"https://aef048ac-76ce-47a6-8e78-2cdc23a54905.libsyn.com/ma-an-investment-bankers-perspective-with-chris-geyer","audio_url":"https://traffic.libsyn.com/secure/aef048ac-76ce-47a6-8e78-2cdc23a54905/EP34_D2.mp3?dest-id=4038858","summary":"In this episode of Entrepreneurial Legacies , John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investment banking and mergers & acquisitions (M&A). Chris shares his professional journey, from his early days in the industry to his current role, and how those experiences have shaped his thoughtful, relationship-driven approach to deals today. He emphasizes the value of strategic planning, trust-building, and preparation in driving successful outcomes. Together, Chris and John walk through the key steps of selling a business, including preparing confidential materials, determining valuation, managing buyer interest, and collaborating closely with legal and financial advisors. Chris highlights the importance of doing your homework: quality of earnings reports, well-organized data rooms, and readiness for due diligence are all essential. They also explore how to identify the right buyers and assemble the right team to lead the process. Whether you are considering selling your company or want a clearer look at how M&A works behind the scenes, this episode offers practical insights and advice from someone who has been in the trenches. Episode Overview: This episode explores investment banking, M&A, succession planning, and considerations for a successful business exit. Disclosure This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Geyer is not a client of Clearwater Capital Pa…","meta_description":"In this episode of Entrepreneurial Legacies , John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investmen…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4957,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/entrepreneurial-legacies-6418527/episodes/m-a-an-investment-banker-s-perspective-with-chris-geyer/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527/m-a-an-investment-banker-s-perspective-with-chris-geyer.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}