PodcastsEducationBeyond The Claim with Vince Perri

Beyond The Claim with Vince Perri

Beyond The Claim with Vince Perri
Beyond The Claim with Vince Perri
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  • He sold his boring business TWICE | Jason Hendren
    This episode features an in-depth conversation with business advisor and author Jason Hendren about his extraordinary exit journey. Jason shares the raw, real-life experiences behind his book, detailing how he scaled his energy-efficient lighting company, ILP, from a small venture to a highly valuable asset. The discussion covers: The initial risk of buying out his original partners using personal assets in 2009. The power of partnering with private equity, which provided capital, operational expertise (continuous improvement), and mentorship that accelerated his company's growth far beyond what he could have achieved alone. The crucial difference between being an "add-on" versus a "platform" investment in the eyes of PE. The financial nuances of "taking multiple bites of the apple"—selling the company twice to different PE firms for increasing valuations. His biggest regrets and lessons learned, including wishing he had better utilized leverage (debt) to maximize his personal proceeds in the second sale. Timestamps 00:09,"Introduction: Host Vince Perri introduces Jason Hendren and his influential book, Things I Wish I Knew Before I Sold to Private Equity." 03:22,Company Origin: Jason details his background in manufacturing and starting the energy-efficient lighting business. 05:12,First Buyout (Recapitalization): Jason explains the decision and risk of buying out his original partners in 2008/2009 using personal assets. 09:03,Value of Mentorship: How his advisor helped structure the complex debt financing for the initial buyout. 19:58,First Big Lesson: Jason's regret about being too debt-averse and not using money to invest in growth earlier. 25:27,The Growth: Company grew from $7M in sales (2008) to almost triple that by 2012. 28:08,First PE Approach: The phone starts ringing with investment bankers and PE groups. 30:45,Add-on vs. Platform: Jason learns the crucial difference after the first PE prospect backs out. 34:37,The First PE Deal Closes (2012): The anti-climactic nature of the closing process. 43:03,Life with Private Equity: Jason describes the relationship and the deep operational resources and mentorship provided by the PE firm. 46:17,"""Winning is Fun"": Jason reflects on how the PE partnership accelerated growth (quadrupled EBITDA) through strategic investment and continuous improvement." 53:19,Deciding to Stay: The conversation about whether Jason would stay on as CEO for the second sale. 56:51,"The Equity Structure: Explanation of how the reinvestment and multiple ""bites of the apple"" (multiple exits) work financially." 59:46,The Final Exit: Jason discusses stepping away from the company after the second PE deal. 01:03:16,Final Lesson: Jason's biggest takeaway: wishing he had used more leverage in the first PE deal to maximize the proceeds in the second. 01:04:11,Current Practice: Jason highlights his current role as an exit advisor at Hendren Business Advisors. Thank you for being a vital part of our channel🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
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  • Emotional Dependency Is Ruining Your Relationships AND Your Business
    In this powerful interview, Vince Perri sits down with María Carmen Ruiz, founder of Psicología María Carmen, to unpack her journey from traditional psychologist to global online coach serving hundreds of thousands. María Carmen shares how she built a 430,000-follower platform, scaled her business using content, mentorship, and high-ticket offers, and overcame deep fears around public speaking and visibility. They dive into: How moving from 1-on-1 therapy to scalable online programs transformed her life The mindset shift required to charge premium high-ticket pricing Why entrepreneurship feels like an emotional roller coaster Relationship and heartbreak recovery lessons from a 20-year psychologist How to avoid codependency and rebuild identity after a breakup The importance of having passions, projects & a mission beyond your partner Using AI + social media to grow impact and business freedom Handling fear, self-doubt & imposter syndrome as a founder How she rebuilt after Instagram blocks & hacks — twice The power of retreats, in-person events & community If you’re a therapist, coach, creator, or entrepreneur building a personal-brand business — this episode is packed with mindset, business, and personal-growth gold. ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs #BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
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  • Checklists That Save Lives. Use Them To Scale Your Company Faster
    Every high-performing business has one thing in common: reliability. Hospitals cannot afford mistakes. Neither can you. In this episode of Beyond The Claim, Vince Perri sits with Anay Moscu, PharmD, BCPS, BCOP, ACRP-CP, Director of Pharmacy for Outpatient Infusion Centers at Moffitt Cancer Center, to uncover the systems that literally save lives and show how you can use them to scale your company faster. What you will learn: • The Stop Error Stack: how hospitals eliminate million-dollar mistakes • Why every business needs independent checks and hard stops • The Empathy with Accountability formula for leading under pressure • How to design checklists people actually follow • AI tools hospitals use today that you can apply to your business Chapters: 00:00 Intro: Checklists That Save Lives 01:52 What Oncology Pharmacy Really Does 05:40 How Clinical Trials and Infusion Workflows Operate 09:28 The Stop Error Stack: Eliminating Mistakes 13:35 Clean Rooms, Barcoding, and Validation 17:10 Building Systems That People Actually Follow 21:22 Hiring For Detail And Team Fit 26:45 Balancing Empathy With Accountability 32:12 Getting Buy-In Across Teams 37:44 AI And Automation In Modern Pharmacy 42:55 Translating Hospital Systems To Business Growth 48:05 Life Advice: Be Present And Give Yourself Grace 52:00 Outro And Free Checklist Guest Contact Links 👩‍⚕️ Dr. Anay Moscu, PharmD, BCPS, BCOP, ACRP-CP Director of Pharmacy, Outpatient Infusion Centers Moffitt Cancer Center | Tampa, Florida 🔗 LinkedIn: https://www.linkedin.com/in/anay-moscu-pharmd-bcps-bcop-acrp-cp-01088b221 🏥 Moffitt Cancer Center – Pharmacy Services: https://moffitt.org/for-healthcare-professionals/clinical-programs-and-services/pharmacy/ 💉 Moffitt Infusion Centers: https://moffitt.org/treatments/chemotherapy/infusion-center/ Thank you for being a vital part of our channel🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation
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  • Async Care: The Future of Health Freedom | Dr. Moe on Remote Medicine & AI
    Async care is redefining healthcare. Dr. Moe explains how lifestyle medicine, virtual care, and AI-driven systems give high achievers true health freedom and sustainable performance. Meet Dr. Maureen “Dr. Moe” Gibbons — a board-certified physician who left the ER to build a remote-first, lifestyle medicine practice that gives high achievers total health freedom. In this conversation with Vince Perri, Dr. Moe shares how asynchronous care, coaching, and community outperform the traditional model. She breaks down the mindset shift from clinician to entrepreneur — and how AI and automation can expand capacity while improving outcomes. What You’ll Learn: • How lifestyle medicine and async care fit busy high achievers • Why coaching and community drive real patient results • Medication as a tool for focus and long-term health • How to price cash-pay care that patients actually accept • Labs from home, urgent care via text, and monthly touchpoints • Where AI adds capacity without adding staff • What “health freedom” really means for ambitious people Chapters 00:00 Introduction to Dr. Mo and her vision 03:06 The evolution of Active Medical Solutions 05:56 Personal journey and the impact of medication 08:53 Shift from emergency medicine to lifestyle medicine 11:53 The role of medication in health management 14:39 The concept of health freedom 17:53 The unique approach at Active Medical Solutions 20:41 Community, education, and coaching 23:31 The future of AI in healthcare 26:24 Navigating business challenges 27:45 Streamlined patient onboarding 28:46 Understanding men’s performance needs 30:17 Holistic approach to health 32:09 Patient engagement and involvement 33:47 Addressing perceptions of telehealth 34:56 Affordability and value 36:16 Managing food addiction and weight 38:31 Hunger and fullness cues 40:05 Medication in long-term management 42:05 Future goals and physical challenges Guest: Dr. Maureen Gibbons (“Dr. Moe”) 🌐 amslifestylemedicine.com | drmoecoaching.com 📧 [email protected] | 📞 239-427-1553 Instagram: instagram.com/drmoegibbons | instagram.com/amslifestylemed TikTok: tiktok.com/@drmoegibbons LinkedIn: linkedin.com/in/doctormoe YouTube: https://www.youtube.com/@UCaIhu6h5IgU1dK8kt5WMQvQ About the show Beyond The Claim helps entrepreneurs, contractors, and service pros master leadership, marketing, sales, and systems so they can grow with less stress. 📘 Get the VCR Roadmap → https://vincesellsbusinesses.com/vdp-get-roadmap 🧭 Take the Exit Readiness Assessment → https://vdp-exit-readiness.scoreapp.com Sponsor Try Jobber with a free trial and get 20% off 6 months — https://go.getjobber.com/vinceperri Thank you for being a vital part of our channel🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs TAGS: #healthfreedom #asynccare #lifestylemedicine #telehealth #beyondtheclaim #vinceperri #DrMoeGibbons
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  • How to Raise Startup Capital as a Non-Technical Founder | $8M Immigrant Success Story
    Learn how immigrant founder Jonathan Lamer raised $8M, built 5 startups, and scaled across borders without any tech background. Jonathan Lamer’s story proves that you don’t need a Silicon Valley background to build something big. From Quebec to Miami, he’s raised over $8 million, built five companies, and helped founders worldwide launch in the U.S. In this episode of Beyond The Claim, host Vince Perri uncovers Jonathan’s real founder playbook on how to build fast, validate faster, and scale globally without burning out or giving up control. 💡 What You’ll Learn -How to raise capital as a non-technical founder -Bootstrapping vs VC funding — what really works in 2025 -How to test offers and validate markets in weeks -The truth about international expansion and scaling -Why resilience and speed outperform experience every time Chapters: 00:00 How did an immigrant founder raise $8M with no tech skills? 08:22 What makes U.S. entrepreneurship different from Canada? 15:45 Why do most business partnerships collapse? 23:18 How can you validate your business in under 12 months? 33:07 When is VC funding smarter than bootstrapping? 41:10 What do investors really want to see in 2025? 48:45 How do founders break into the U.S. market successfully? 🎯 Guest: Jonathan Lamer – Founder, Cohesive Lab 🌐 Website: www.cohesivelab.com 📸 Instagram: https://www.instagram.com/jonathanlamer 💼 LinkedIn: https://www.linkedin.com/in/jonathanlamer 🎙 Hosted by Vince Perri Subscribe to Beyond The Claim Podcast for new episodes every Monday & a solo show every Wednesday. #StartupFunding #NonTechnicalFounder #BeyondTheClaim Thank you for being a vital part of our Channel 🧡 ========================== 📣 You can find all our exclusive channels, freebies and offers here: https://vinceperri.com/links-channel =========================== SOCIAL MEDIA: https://www.facebook.com/VincePerri/ https://www.linkedin.com/in/vinceperriofficial/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@vinceperriofficial?lang=en =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs
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About Beyond The Claim with Vince Perri

Beyond The Claim Podcast is where entrepreneurs, public adjusters, contractors, and business owners learn how to break through barriers, scale their businesses, and master claims strategies. Hosted by Vince Perri, this show delivers real-world insights on leadership, sales, marketing, and business growth—helping you win more claims, attract clients, and build a thriving business. No fluff, just actionable advice from industry experts.
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