Service Academy Business Mastermind (SABM)

Calling All Service Academy Graduates and Military Veterans! Join us for a one-hour live webinar on Saturday, November 23rd, to learn about the Real Estate Investing Accelerator and secure your spot in the January cohort. During this webinar, you’ll discover exciting new course developments, connect with fellow veterans and service academy graduates, and begin your journey toward financial independence. Together, we can build a brighter future! With class capacity limited to just 50 members, we ensure personalized attention and engagement. Plus, attendees of this webinar will receive priority consideration for the January cohort. We look forward to seeing you there!

Calling All Service Academy Graduates and Military Veterans! Join us for a one-hour live webinar on Saturday, September 14th, to learn about the Real Estate Investing Accelerator and secure your spot in the January cohort. During this webinar, you’ll discover exciting new course developments, connect with fellow veterans and service academy graduates, and begin your journey toward financial independence. Together, we can build a brighter future! With class capacity limited to just 50 members, we ensure personalized attention and engagement. Plus, attendees of this webinar will receive priority consideration for the January cohort. We look forward to seeing you there!

Check out the latest SABM Podcast episode with Rich Vaill, USNA ‘88! Rich Vaill is the President of Custom Marketing Solutions LLC, a Service-Disabled Veteran Owned Small Business (SDVOSB) and vertically integrated print marketing agency specializing in offset print, digital print, large format projects, and promotional products. Rich and his team run a nimble shop that can handle large-scale projects based on each client’s needs. After 20 years in the financial sector, Rich transitioned into entrepreneurship by acquiring Custom Marketing Solutions LLC in 2023. He is a 1988 United States Naval Academy graduate and a Marine Corps veteran. In this episode, we discuss: *Rich’s transition from finance to entrepreneurship *Key pieces of advice Rich would give to someone who wants to buy a business *The printing services offered by Custom Marketing Solutions LLC *How the skills from Rich’s time in the Marine Corps have translated to owning a business and leading his team *The goals Rich has for the rest of the year and the biggest challenges he is facing as he establishes himself in his new role We enjoyed discussing entrepreneurship, leadership, and best practices as a business owner with Rich and are excited to see him succeed with his new company, Custom Marketing Solutions LLC. Thank you, Rich! Listen here: https://lnkd.in/efEbrnUd

Check out the latest SABM Podcast episode with Quinn McArthur (USMA ‘08)! Quinn McArthur is the Co-Founder and Fund Manager of Legacy Land Fund, a real estate fund that focuses exclusively on the distinctive and expanding land investments sector. By securing a 1st lien position, imposing stringent requirements for robust down payments and credit scores, and maintaining a carefully balanced 50-60% loan-to-value ratio, Legacy Land Fund ensures a secure and reliable approach to land investment and allows for passive income for its investors through mortgage note investing. Quinn is a West Point graduate and former Green Beret. A devoted husband and father, he balances faith-driven values and a commitment to stewardship with his real estate investments. In this episode, we discuss: *Quinn’s journey into real estate investing and what attracted him to the industry *What Quinn and his partner are accomplishing at Legacy Land Fund *The keys to success in finding and maintaining deal flow *How mortgage note investing works We learned a lot from Quinn about how he has found success in mortgage note investing and look forward to seeing how he will scale with his first fund. Thanks for chatting, Quinn! Listen here: https://lnkd.in/e6dZE26c

Check out the latest SABM Podcast episode with John Panaccione, Army Veteran! John Panaccione is an experienced Chief Executive Officer with a history of working in the information technology and services industry. He is a strong business development professional who is well-versed in the world of equity and debt financing, and the emerging wonderful world of equity crowdfunding and other SEC-exempt offerings used to raise capital. John’s company, Folla Capital, provides a platform for average Americans and accredited investors to invest in private small businesses of their choice, supporting the ventures and management teams they believe in. John also works with fellow veterans who are exploring entrepreneurship as a career path once they leave the military through his nonprofit, VETtoCEO. In this episode, we discuss: *The origin story of VETtoCEO *John’s advice for those looking to transition from the military into entrepreneurship *The three pathways to small business ownership *What led John to start Folla Capital *John’s ideal client that he serves at Folla Capital John is helping veterans succeed through his programming efforts at VETtoCEO and his investment services at Folla Capital. Thank you for all you do for our military community, John! Listen here: https://lnkd.in/e3SbQ_nj

Check out the latest SABM Podcast episode with Isaac Were (USMA ‘16)! Isaac Were is the CEO of Zimba Technologies, a SaaS financial technology company that builds cloud-based software to digitize and automate financial institutions as well as provide them with access to capital. Zimba’s mission is to bridge financial gaps in developing markets through innovation and technology. Originally from Uganda, Isaac is addressing the problem of access to capital for individuals and business owners in the more rural parts of his home country. He is a graduate of the United States Military Academy at West Point where he earned his Bachelor of Science in Mechanical Engineering with a Biomedical Concentration. In this episode, we discuss: *What led Isaac to start Zimba *The types of clients Zimba serves and the services the company provides *The typical journey for a customer using our Zimba’s core banking platform *Isaac’s most important short-term and long-term goals *The biggest challenges Isaac is facing as he works to scale Zimba We enjoyed our conversation with Isaac and admire the work he is doing to cultivate economic growth and inclusion in Uganda. Great work, Isaac! Listen here: https://lnkd.in/eBqEsyWx

Calling all Service Academy Graduates and Military Veterans! Join our one-hour live webinar on Saturday, May 18th, to elevate your real estate investing game. Learn from successful Accelerator members, engage in expert-led Q&A sessions, and secure one of the remaining spots in our exclusive June cohort. Discover new course developments, network with fellow veterans and service academy graduates, and start your journey to financial independence. Let's build a brighter future together!

Check out the latest SABM Podcast episode with Traci Fisher! Traci Fisher, a West Point graduate from the class of '91, embarked on a transformative journey after her career as a helicopter pilot in the Army. Delving into the realm of fitness and health, she developed an innovative approach known as Wellbeingness?. This methodology integrates cognitive and physical sciences to optimize executive performance, enabling leaders to attain and sustain peak wellness. Through the application of self-leadership principles, Traci empowers individuals and teams to unlock their personal and professional potential amid complex and uncertain environments. Traci boasts certifications as a Health and Wellness Coach, ICF Professional Certified Coach, Gallup Strengths Coach, and Red Team Critical Thinker. She is also the host of The Healthy Leader Podcast and holds the position of managing director at two health and wellness companies. Passionate about holistic wellness, Traci, a proud mother of three adult children, resides in Cleveland with her family and their two beloved Beabulls, Emmie & Oscar. In this episode, we discuss: *Traci’s journey to becoming a Wellness Coach and her ideal client *The Wellness Coach process and the Wellbeingness? Model *Her top strengths and how she leverages them as a Wellness Coach *Challenges Traci currently faces and goals for 2024 *Creating a vision statement that brings the future into the present Sharing her vast health and wellness expertise gained over the past 25 years in the industry, Traci reminds us that caring for our mental and emotional wellbeing as well as our physical selves is essential to attaining peak performance in our professional and personal lives and offers her best wellness tips. Thank you for chatting with us, Traci! Listen here: https://lnkd.in/dQgnSzu4

Check out the latest SABM Podcast episode with Ted Dumbauld, USNA ‘81! Ted Dumbauld is the Founder and CEO of SoNo 1420, an innovative, Double Gold award-winning distillery in South Norwalk, CT known for its ultra-premium brand whiskeys, vodkas, ready-to-drink vodka-based cocktails, innovative Threesome Ready-to-Mix Cocktails, and botanical gins. Before starting SoNo 1420, Ted was a successful investment manager of public and private securities and an aggressive and creative deal-maker. He earned his Bachelor of Science in Systems Engineering from the United States Naval Academy and his Master of Science in Finance from the MIT Sloan School of Management. In this episode, we discuss: *Ted’s inspiration for starting SoNo 1420 and what makes his product unique *How the special “1420 Finished At Sea” product offering is made *The key elements to building a successful spirits brand from scratch *The most important relationships Ted has related to sales and marketing *Ted’s most important goals for 2024 Listen here: https://lnkd.in/grTdDiJJ

Check out the latest SABM Podcast episode with Briar Bearss, USMA ‘22! Briar Bearss is an entrepreneur focused on real estate and private capital. His former ventures include My Tennessee Home Solution, Tennessee's premier off-market homebuyer. Briar is the President and CEO of the Bearss Company, a boutique alternative asset manager holding controlling positions in exceptional companies and projects. He also leads The Bearss Foundation, a private family foundation formed under Section 501(c)(3) providing scholarship opportunities and mentorship to high school students in his home state of Michigan. Briar currently serves as an Army Officer and graduated from the United States Military Academy at West Point with a Bachelor of Science in Business Management & Systems Engineering. In this episode, we discuss: *How Briar’s real estate investing business has grown and changed *Briar’s goals as he wraps up his first fund and begins to plan for his second *The sources through which Briar learned about real estate investing and his approach as he continues to grow his knowledge *The Bearss Foundation and how it helps to expand the horizons of kids in the greater Flint, MI area Briar takes advantage of every opportunity to learn, grow, and connect with others, which will help him go far as a real estate entrepreneur. Kudos to you, Briar, and we look forward to seeing all you achieve! Listen here: https://lnkd.in/e5qRMrda