Decision Points
Decision Points
True North Advisors
The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale.At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes and failures, at key decision points in their careers, to help you lead a more prosperous entrepreneurial journey. Let’s take a walk… 
Decision Points - S1E5: Dhruv Maniktala
Welcome to Episode 5 of Decision Points by True North Advisors. In this episode, we're thrilled to have Dhruv Maniktala, Chief Investment Officer at True North Advisors, as our guest. Join us as we dive into the world of investments , exploring the approach and  philosophy behind True North Advisors’ private investment platform, Western Alternative Strategies. Dhruv will shed light on the alternative vehicles and strategies developed by True North’s in-house investment team.  In this conversation, we'll explore economic trends, allocations, macro perspective as well as how True North builds and constructs diversified portfolios. This episode is a masterclass in investment strategy, offering a wealth of knowledge and understanding of the ever-evolving investment landscape. Subscribe now and stay tuned for more episodes to help you navigate the decision points of life and business. Visit our website at www.truenorthadvisors.com/decisionpoints for more information. 
Nov 7, 2023
57 min
Decision Points – S1E4: Steve Hall
Welcome to Episode 4 of Decision Points by True North Advisors. We’re about uncovering the critical moments that shape the lives of entrepreneurs and business owners. In this episode, we have the privilege of hosting Steve Hall, who sold his company driversselect to the Fortune 300 company Sonic Automotive in 2017. Steve shares his own story and what it truly means to “prepare yourself first” both before and after a significant business exit. In this thought-provoking episode, we'll dive into the challenge of finding the "white space" in your day post-exit and learning to embrace the quieter moments. Steve offers insights on how to focus on fulfillment and enrichment, helping you to create the life you desire after selling your company. This episode touches on personal preparation as well as post-exit trauma—a must-listen for business owners seeking not only financial success but also personal fulfillment and balance. Learn from seasoned entrepreneurs and equip yourself with the tools and mindset needed to embrace the life you want to lead after selling your business. Subscribe now and stay tuned for more episodes that provide the insights and guidance to navigate your decision points in business and in life. Visit our website at www.truenorthadvisors.com/decisionpoints for more information. 
Oct 31, 2023
1 hr 8 min
Decision Points - S1E3: George Coultress, Jr.
Welcome to Episode 3 of Decision Points, a look into the pivotal moments that shape the lives of entrepreneurs and business owners. In this episode, we're joined by George Coultress, Jr., an investment banker and business valuation expert. Join us as we tap into George’s expertise, gaining invaluable insights into the intricate world of business valuation and investment banking. George will share the levers that business owners can utilize to accurately assess the value of their enterprises.  Through George's experiences, we'll dive into the art of strategic thinking, going to market, identifying the right buyers, and ultimately maximizing the exit value of your business. These insights will not only educate but also empower you to make informed decisions that shape the future of your business.  Subscribe now and stay tuned for more episodes that provide the tools and knowledge you need to navigate your decision points in business and in life. Visit our website at https://bit.ly/405PlYo for more.  
Oct 24, 2023
57 min
Decision Points - S1E2: Russell Moon
Welcome to Episode 2 of Decision Points by True North Advisors, where we dive deep into some of the transformative moments that have shaped the lives of entrepreneurs and business owners. In this episode, we sit down with Russell Moon, a business owner who sold his company, Skinceuticals, to L'Oreal in his early thirties. While Russell achieved incredible success at a young age, he wasn't fully prepared for the seismic changes that awaited him after the sale of his business.  Join us as we unravel Russell's remarkable journey, shedding light on the profound challenges many business owners face post-sale. It's often said that 75% of business owners deeply regret selling their companies shortly after. Russell helps us understand why this is the case and explores the crucial steps to prepare mentally and emotionally for what comes next.  This episode is a masterclass in resilience and adaptation, a must-listen for anyone who's achieved success but wonders what's next. Russell Moon's wisdom and experiences will not only inspire but also empower you to embrace the challenges and opportunities that follow success.  Subscribe now and stay tuned for more episodes that will equip you with the tools and insights you need to navigate your own decision points in business and in life. Visit our website at https://bit.ly/405PlYo to continue the journey. 
Oct 17, 2023
1 hr 1 min
Decision Points - S1E1: Scott Wood and Mark Gehlbach
Welcome to the first episode of Decision Points by True North Advisors, a podcast geared toward entrepreneurs and business owners. In this episode, we sit down with Scott Wood and Mark Gehlbach, the visionary co-founders of True North Advisors, a private wealth advisory and investment management firm based in Dallas, TX. Join us as we dive into their entrepreneurial journey, an inspiring story of friendship turned business partnership, celebrating success, and growing from failure, creating a purposeful culture, fulfilling lives, and most importantly, building trust - a cornerstone of their success as partners. Scott and Mark share their experiences, the challenges they faced, and the invaluable lessons they learned along the way. They offer valuable wisdom for aspiring individuals looking to navigate the ever-changing landscape of entrepreneurialism.  Whether you're a seasoned business owner, an early entrepreneur, or simply curious about the journey of business leadership, this episode is packed with insights, stories, and inspiration that will leave you with a fresh perspective on the world of life and business.  Don't miss out—subscribe now and stay tuned for upcoming episodes at https://bit.ly/405PlYo. 
Oct 10, 2023
1 hr 6 min
Decision Points Trailer
Sep 22, 2023
53 sec