Episode 243

Inside the Minds of Billionaires: Deal Structuring, Exiting Smart, and the Power of Long-Term Focus with Richard C. Wilson

In this episode of The Exit: Richard C. Wilson, founder of Family Office Club—the world’s largest community of family offices—joins us for a no-fluff, high-value conversation on raising capital, exiting strategically, and building relationships with ultra-wealthy investors.

Richard reveals how he went from cold-calling wealth advisors to becoming the go-to expert for $100M+ families. He dives deep into what family offices really look for in founder-led businesses, why your one-liner pitch matters more than your 40-page deck, and how creative deal structures (like gross revenue royalties and capped equity warrants) can make or break a transaction.

Whether you’re scaling to sell or preparing to raise capital, you’ll learn:

  • Why trust trumps returns in family office investing
  • How to avoid the #1 mistake founders make when pitching
  • Why timing your exit is equal parts gut feel and market signals
  • The tools Richard built to help CEOs find the right investors and pitch smarter
  • And the one piece of advice he’d give his younger self after 18 years in the industry

If you’re an operator, founder, or investor looking to understand the real game behind exits and capital strategy, this episode is a masterclass in long-term thinking and investor psychology.

Personal &/or Company Bio:

Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M the last 18 years hosting 300+ live events and he has a total of 17 million social media group members and followers. Richard also runs and owns Billionaires.com where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset.

Richard on LinkedIn: https://www.linkedin.com/in/singlefamilyoffice/

Website: https://familyoffices.com/

YOUR HOST

Steve McGarry

An entrepreneur, content creator, and investor based in sunny Tampa, Florida. In 2015, while living in San Francisco, Steve sold his first fintech startup LendLayer to Max Levchin’s (founder of PayPal) consumer finance company Affirm.

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