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

Is your workforce strategy setting your business up for a successful exit, or silently killing its value?

In this episode of Scale to Exit, we sit down with Edie Goldberg, Ph.D., a nationally recognized expert in talent strategy and the future of work. Edie shares powerful insights from her books The Inside Gig and Scenario Planning, revealing how business owners can use agile talent planning to scale smarter, build resilient leadership teams, and create a company ready to sell, even if they’re not planning to exit tomorrow.

We dive into:

• What makes a talent strategy a value builder or a value killer

• How to leverage untapped talent to increase efficiency and scalability

• Why agile workforce planning is your secret weapon for exit readiness

• The red flags buyers look for in team structure and leadership gaps

You can find Edie Goldberg

(1) Edie Goldberg | LinkedIn

In this powerful episode of Scale to Exit, Alejandra Santos sits down with Sha Nacino to break down the real reason people say yes in business—it’s not logic, it’s connection. Discover how empathy, authenticity, and simply making people feel understood can instantly shift your sales outcomes. Whether scaling a startup or building a legacy brand, this conversation will change how you sell and lead.

Because in the end? People don’t buy products. They buy people.

You can find Sha Nacino https://shanacino.com https://www.linkedin.com/in/sha-nacino/

What does becoming a CEO at 20 and a COO by 24 take? For Victoria Pelletier, it’s grit, strategy, and a serious dose of emotional intelligence. In this episode of Scale to Exit, we dive into her journey through mergers and acquisitions—on both sides of the table—and what she looks for in a business before making a deal. We also talk leadership that lasts, brand value that sells, and why EQ might be your secret weapon for scale. Buckle up—this one’s equal parts powerhouse and playbook.

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Website: https://victoria-pelletier.com/

LinkedIn: / victoriapelletier

Twitter: / pelletierv29

Instagram: / victoria_pelletier_unstoppable

Facebook: / victoria.pelletier.unstoppable

YouTube: / @victoriapelletierunstoppable YouTube Speaker Reel: • Victoria Pelletier - Public Speaker &... TEDx Miami Talk: • Embracing healthy resilience | Victor... Influence Unleashed Book - Amazon: https://a.co/d/6Ru2NKY

The Power of Whole Human Leadership Book (Leadership and Culture) – Amazon: https://a.co/d/eHOCFM6

Is your business having an identity crisis? Patrice Williams-Lindo, CEO of Career Nomad, joins Scale to Exit to talk surviving economic curveballs, rebranding like a pro, and her RNA Framework (no, not that RNA—we’re not in bio class). From mindset shifts to mastering digital skills, this episode is your cheat code for navigating today’s wild economy.

You can find Patrice Lindo at:

http://linkedin.com/in/thecareernomad

Product-market fit is just the beginning. In this episode, I’m joined by Peter Cohan—author, investor, and creator of the Value Pyramid—to explore what it takes to grow a business built to last. We explore the layers of the Value Pyramid and how founders can climb from basic survival to sustained strategic advantage.

Peter explains the difference between visionary and reckless leadership, why empathy is essential in crisis, and how to avoid the mental traps of cognitive lock-in. We also explore the founder’s dual identity as both sprinter and marathoner, and share real cautionary tales from startups that got growth wrong. If you're serious about scaling with intention, not just speed, this episode is your roadmap.

You can find Peter Cohan https://www.linkedin.com/in/peter-cohan/

You can find his books on Brain Rush