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Top Business Leaders Show

What Founders Should Look for in a Cap Table Provider With Tomas Milar

What Founders Should Look for in a Cap Table Provider With Tomas Milar

Choosing the right cap table provider can simplify equity management and support long-term startup growth. Eqvista Founder and CEO Tomas Milar explains what founders should prioritize, from responsive customer support and flexible pricing to 409A valuations, employee equity plans, and real-time valuation tools that improve transparency and fundraising decisions.

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How To Scale Up a Financial Services Firm With Jim Dunlop Managing Partner at Advent Partners

How To Scale Up a Financial Services Firm With Jim Dunlop Managing Partner at Advent Partners

On this episode of The Top Business Leaders Show, John Corcoran welcomes Jim Dunlop, Founder and Managing Partner at Advent Partners, for a conversation about scaling a financial practice during a crisis, building a faith-aligned client base, and why generous clients often experience the most joy. Jim also shares insights on merging firms, planning with purpose, and the story behind his podcast, You Can’t Take It With You.

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