Where clarity starts with story.
The StoryLens Podcast helps families with complex needs manage their wealth with purpose. In each episode, you’ll get expert insights on estate planning, business succession, charitable giving, and more—always grounded in heart-led strategy. Discover how stewardship, structure, and story come together to shape a legacy that reflects what matters most.
Latest Episode
Before the Letter of Intent
What a Nine-Figure Exit Requires Before the LOI, and Why Most of It Has Nothing to Do With the Buyer
In this conversation with John Christensen, JD, CFP®, and Cameron Bond, CFP®, Pat Trysla describes what a competitive process actually looks like at that scale. On one recent recapitalization his firm took the company to more than 1,500 potential buyers, drew roughly 200 interested parties and over 75 offers, and worked the field down to three finalists. He also walks through arithmetic most owners have never seen: a $100 million valuation, an 80/20 structure, $80 million to the owner at closing…
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