Scale Your Syndication Business: Proven Strategies to Organize and Grow Your Business

Scale Your Syndication Business: Proven Strategies to Organize and Grow Your Business

Stacy Gray, the founder of Organize to Scale, discusses proven strategies for organizing and growing a syndication business. Stacy started the business when her family needed to streamline their business operations to create more time freedom when her mother was diagnosed with stage four cancer. Stacy created a blueprint for streamlining operations, delegating, and automating tasks. When they returned after her mother's passing, the business was more profitable and streamlined.

Organize to Scale's target clients are Visionary entrepreneurs in any industry who want to create a business that runs smoothly, is profitable, and allows them to focus on the tasks they enjoy. The business takes clients through a three-step process. The first step is architecting the business, where the structure and systems are designed around the client's goals. The second step is building the essential infrastructure, which is handled by a build team, much like a general contractor in real estate. The third step is operating the business, where the operating team manages day-to-day tasks.

Organize to Scale could help a commercial lending company get started in syndicating and raising capital and has had clients who have never raised capital and others who have raised millions of dollars.

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Timestamps:
(00:04) - Introduction to the episode topic: how to organize to scale your business.
(00:30) - Beau introduces Staci Gray on the show and talks about her credentials
(01:36) - Background story of how the “Organize to Scale” (OTS)
(03:01) How OTS came to be and how it helps Visionary Entrepreneurs
(03:47) Discussion on Commercial Lending and Syndication
(04:27) Three-step process of working with clients
(05:42) - Architecting, building, and operating a business.
(06:41) - The importance of starting with the end in mind and the three-step process is helpful for people who have a vision but may not be good at integration.
(07:16) - The types of businesses OTS has worked with, primarily in the real estate space, starting with content creators and moving towards capital raisers and syndicators
(08:29) - How the business helps syndicators grow, including branding and back-end support
(10:07) - Communication, branding, and infrastructure to help syndicators build relationships with investors and handle regulatory nuances.
(10:39) - Standard operating procedures and the differences in regulatory requirements for service-based industries.
(12:25) - The role of the visionary in the business and the process of building a system
(16:16) What are the skills and systems involved in starting a successful business
(17:13) Highlighting the potential for syndicators to make a significant amount of money and the importance of implementing effective systems in order to do so.
(19:41) - Growth of the real estate business and going through challenging times
(21:22) - The benefits of having an entrepreneurial parent and instilling a growth mindset in children
(24:55) - Importance of passing on a mindset of entrepreneurship and generational wealth, not just money.
(26:01) - Constantly leveling up and working on limiting beliefs
(27:28) - Being mission-minded instead of money-minded
(27:42) - Generating wealth while doing something meaningful and impactful to society.
(28:00) - How money is not enough to carry you through the storms of building and scaling a business and that having a deeper purpose is essential.
(28:31) - How organizing businesses to scale can restore sanity to family dynamics and allow for impactful conversations between family members.
(30:04) - Importance of systems and breaking the routine to focus on high-level thoughts and creating systems that make businesses run without the owner's constant presence.
(32:51) – Focus on infrastructure and building a personal brand
(33:15) Where to go to find out more about Staci Gray
(34:21) - Importance of having the right people on your team to build your brand

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💥 Thanks for watching 💥
#OrganizetoScale #syndication #syndicationbusiness

About Beau: Beau Eckstein is a real estate entrepreneur, TV personality, and commercial mortgage advisor, specializing in construction financing and multi-family lending.

🎥 The video interviews we do on IFP will help you scale your real estate business and learn how to finance your all your projects.

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