What does it really mean to scale your business and wealth with intention? In this episode, Alejandra sits down with Harvard tax strategist and elite financial advisor Jeff Socha to unpack the mindset, strategy, and structure behind building a life and a business that thrives beyond your involvement.

They dive deep into Jeff’s concept of the Freedom Threshold, the critical Five Pillars of Wealth Management, and how to build resilience during economic uncertainty. From hiring the right team to busting dangerous tax myths, this conversation is a masterclass in how the top 0.1% think differently and how you can, too.

Whether scaling to exit or aiming to create more freedom, this episode will leave you thinking bigger, smarter, and more intentionally.

You can find Jeff Socha:

Socha Capital | Family Office Services for Tax-Efficient Wealth Management

(1) Jeff Socha | LinkedIn

You don’t build a business to run it forever — you make it so someone wants to buy it.

In this episode of Scale to Exit, we sit down with Jonathan Wilson, a licensed investment banker, M&A advisor, and founder of Dubb Value Creation, to discuss preparing for a successful business exit.

We dive into:

• Why every founder needs an exit strategy (even if you’re not selling tomorrow)

• Jonathan’s journey from consulting to licensed dealmaker

• The different types of buyers and what they’re looking for

• Key differences between a broker-dealer and an investment banker

• When and why stock vs. asset sales matter in the deal process

Whether you’re considering selling your business one day or want to build a more valuable one, this episode is packed with insights to help you think like a buyer and prepare like a pro.

In this powerhouse episode, we sit down with Juliana Garaizar, Founding Partner of Energy Tech Nexus and a trailblazing force in inclusive investing, to explore the shifting landscape of startup funding. From breaking down the flaws in the traditional VC model to championing underrepresented founders and climate innovation, Juliana offers real talk on what needs to change and who’s leading that charge. We dive into the role of ecosystem builders, women investors' rise, and community-based capital's impact. Plus, Juliana shares a few personal reflections on global cuisine and the mindset differences across entrepreneurial cultures worldwide.

Whether you're a founder, investor, or future changemaker, this episode is packed with insight, strategy, and inspiration.

You can find Juliana Galaizar:

Juliana Garaizar | LinkedIn