My entire life, I thought I was going to be a Doctor just like my father.
 
Then in 2017, I realized it wasn't my passion.
 
So, I decided to end my pre-medicine college track.
 
But, before I could, I had to have a plan.
 
My dad grew his medicine practice by building relationships and grow by word of mouth.
 
These same relationships he built were the foundation for me to seek help and learn about other career paths.
 
So, I started calling his network.
 
The second call I made was to his financial planner, Timmy.
 
Timmy taught me that there's 3 things everybody thinks about before they fall asleep.
 
1st: Did I hurt anyone today? If so, you can talk to someone about that.
 
2nd: Am I healthy? If not, you can call your doctor tomorrow - that's my Dad.
 
3rd: Have I made the right financial decisions for my family? That's where I come in.
 
I'm okay with batting 3rd in that lineup.
 
Since that day, I've spent my time simplifying financial decisions for my clients.
 
How I can help you:

➡️Review every year because life happens and things change
➡️Feel confident to make difficult financial decisions
➡️Develop a simple, implementable financial plan
➡️Hold you accountable to your goals

My results:

➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Over 100 households (and counting) receiving my help & expertise

If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼

Calendly.com/sallavanti/intro

Mando Sallavanti III

Build generational wealth without the money stress | Financial Advisor for Big Tech (Paycom, Oracle, Salesforce) | Top 25 MassMutual Financial Advisor (2024)

You closed $4M in deals this year. You hit President's Club. 

You're making $500K... Why's your bank account look the same as 3 years ago?

Let me guess:

→ $80K commission check hit last month - already gone
→ RSUs vesting quarterly, no idea if you should sell
→ Owed $40K in taxes you weren't expecting
→ Looking at houses you can't tell if you can afford
→ Spouse is stressed about money even though you're crushing quota
→ You're one bad quarter away from serious financial stress

You're a B2B Sales Leader at a high-growth tech company.
You close seven-figure deals for your company.
You advise C-suite executives on complex buying decisions.

But your own finances are in total chaos.

Here's why:

Traditional financial advice doesn't work for enterprise sales.

"Just save 20% and max your 401k" doesn't mean anything when:

Your income swings $50K month-to-month
You have RSUs, ESPP, commission, or bonuses all hitting at different times
Your "income" includes stock that might be up 30% or down 20%
You're taxed at rates that nobody explains properly

You don't need a financial advisor who works with "high earners."

You need someone who works with sales leaders who live in your world.

That's us.

We work with Sales Leaders at B2B SaaS and Tech companies.

Here's what we do:

Phase 1: Stop the Bleeding

→ Commission cash flow system (capture money before it disappears)
→ RSU strategy (minimize the tax hit or concentration when vested)
→ Protection planning (life, disability - so your family is covered)

Phase 2: Build the Buffer

→ Build emergency fund (handle slow quarters without panic)
→ Automate commission capture (money builds wealth before spending)
→ Know what you can actually afford (house, cars, private school - no guessing)

Phase 3: Build Real Wealth

→ Diversify beyond company stock (systematic selling, no emotion)
→ Tax planning with your CPA (keep more of what you earn within your control)
→ Build multiple income streams (not 100% dependent on quota)

The outcome we plan for?

You're not just making money. 
You're keeping it.

You're not just hitting quota. 
You're building generational wealth.

You're not stressed about the next deal. 
You have OPTIONS.

THAT is your Freedom Path.

If you're crushing quota and tired of feeling broke, let's fix that.

Message me and tell me to get started!

Mando Sallavanti III, CFP®, CEPA, ChFC®

Mattia and I paid under $500 for $8,500 flights on the most luxurious business class in the sky → Emirates business class.

New York to Dubai.
Lie-flat seats.
Gourmet meals.
Onboard bar.

Let me show you exactly how we did it:

Step 1: Create a Credit Card Strategy

Last fall, Amex Business Platinum offered me a signup bonus:
250,000 points after $20k spend in 3 months.

My business has more expenses than that each quarter.
No brainer.

Plus, the card is perfect for someone who travels frequently for business (me).
We hit the bonus. Banked the points.

Step 2: Identify Transfer Partners & Find Enhanced Value

If I booked through Amex Travel Portal: 

→ 2 business class tickets to Dubai = $8,500 cash OR 850,000 Amex points 
→ That's 1 cent per point

Instead, Colin Stroud (who's co-hosting this training with me) showed me:

Transfer Amex points → Emirates (1:1 instant transfer)
Book directly with Emirates: → Same 2 business class tickets = 276,000 Emirates points + $470 in fees

We just 3x'd the value of our points by knowing which transfer partner to use.

Step 3: Transfer Points & Book

Transfer took 2 minutes.
Booking took 10 minutes.
Total time invested: 12 minutes.
Total savings: $8,000.

BOOM.

This is what Colin teaches in Monday's training.

The exact transfer partners.
The exact tools to find these deals.
The exact strategy to maximize every point you earn.

This isn't theory.
This is the system I used to book our honeymoon.

AND it can work for YOU.

3 Questions You're Asking:

"Don't I need to spend a fortune to earn enough points?"
No.

If you're spending $50K-$100K/year on credit cards (which most sales leaders are), you're earning 100K-200K points annually.

That's enough for: 

→ Multiple business class flights to Europe 
→ 10+ nights at luxury hotels 
→ Both

You're already spending the money.
You're just getting 1.5% back instead of 5-10x value.

"Isn't this too complicated? I don't have time for this."

It's simpler than you think.

Colin uses tools (Seats.aero, Roame, PointsYeah) that search for deals automatically.

You're not manually checking 15 airline websites.

You type in your destination.
The tool shows you the best points deals.
You book.
Takes 10 minutes.

"What if I don't want to deal with points? Can't I just use cash?"

You can.

But you're choosing to pay $11,246 for business class to Germany instead of 70,000 points.

You're choosing to pay $1,330/night for hotels instead of 25,000 points.

If you make $400K+ and that doesn't bother you, don't come to this training.

But if you'd rather keep that $20K-$30K and use it for something else?

Show up Monday.

Save your seat → https://lnkd.in/eyErtStr

12/22 at 12 ET

Mando Sallavanti III, CFP®

Crushing quota, but bad with money? Click here. | Financial Advisor for B2B Sales Leaders | Message me PLAN to get started!

Investor Acquisitions

Founder + CEO

Real Estate Investor

Construction Project Manager

Pre-Construction Coordinator

Modineer Company

Operations Management Development Program

Altus Group

Cost Analyst

Northwestern Mutual

Financial Representative

College Financial Representative

Purdue University

Resident Assistant

SpringHill Camps

Assistant Director 

Holder Construction Company

Office Engineer Intern

Senior Construction Project Manager @ VareCo

Hey there! My name is Cole Baker. I am the Founder & CEO of Investor Acquisitions. The modern real estate operator's full service LinkedIn copywriter who will take your content & brand story to the next level. 

Whether you're the CEO, a team of operators, or a broker, our team can level up your brand & content on LinkedIn. 

Our business is telling your story.

Cole Baker

Emmitt Smith earned $61,300,000 during his NFL career. 

He's quietly turned that into $100,000,000 in real estate. 

Here's how he did it: 

1) He LEARNED from the BEST. 

• Emmitt played 15 years for the Dallas Cowboys. 
• He leveraged the notoriety to get an internship. 
• Followed Roger Staubach around for 2 years. 
• (Roger has transacted on $26,000,000,000+ in CRE)
• This was the foundation of his knowledge. 

2) He TOOK ACTION. 

• Leveraging the experience with Staubach, 
• He started a JV with Staubach's company. 
• He started his own firm in Baltimore. 

Most of us don't have $63mm to start investing with. 

But, anyone can learn from the best: 

• Podcasts. 
• YouTube. 
• Books. 

& anyone can take action. 

P.S. The real question everyone wants to know? 

Will the Cowboys ever win a Super Bowl Again?

Founder + CEO of Investor Acquisitions | I help real estate executives build their brand & attract investors | Trusted by 44 Firms | DM “Intro” to schedule a meeting with Investor Acquisitions

Dave Ramsey was a millionaire by the age of 27.
He owned $4,000,000+ in real estate in 1987. 
The next year? In 1988? He went bankrupt... 
He didn't stay there long though. 
Now? 
His company grosses $300,000,000 a year. 

Here's 2 lessons I've learned studying Dave Ramsey: 

1) Don't let your failures define you. 

• When Dave was bankrupt? He had a wife & kid too. 
• He had $0. No income. & a family to provide for. 
• BUT...
• He didn't let his failure define his story. 
• He got back to work. 

LESSON: 

To be great at anything, you will fail. Many times. 
If you want to build financial freedom?
If you want to build a business? 
Learn to fail. 

2) Sell what you believe in. 

• Dave is controversial for one main reason: 
• He hates debt. 
• A belief formed by the impact of the bankruptcy. 
• It also formed a passion for financial literacy. 
• More specifically, teaching others about it. 
• This passion?
•  It's the foundation of his business. 
• (A $300m per year business)

LESSON: 

Starting a business is really hard. 
But if you want to make it easier?
Believe in what you're selling. 

P.S. Which lesson sticks out most to you? 
P.S.S. What are your thoughts on Dave?

I left my W-2 to start my business 14 months ago.

• I have had days I didn't think I'd make it.
• I have had weeks no money came in.
• I have had moments I messed up. 

• I have messed up with clients. 
• I have messed up sales calls. 
• I have messed up on hiring. 

I have lived a lot of the fears that held me back from starting sooner. 

But, I can say this:

I am filled with more purpose than I have felt in a very long time. 

& something about that makes the pain worth it. 

So here's to you taking the leap in 2026! 

The year you finally do it. 

Whatever it is!

P.S. If this was the year, what would you do?

I found a 3.6 acre lot being sold for $67,450 on Facebook Market place.

I felt like that was low.

So, I texted a developer who's built $200,000,000 worth of real estate in that area. 

I sent him a screenshot of the listing with this question: "Is this legit?"

He texted me back within 3 minutes. 

Here's what he sent: 

• "It’s legit. It’s in [redacted]. There are a lot of cheap lots out there. The issue usually is that they are far back on dirt roads hard to access all winter, and often don’t have utilities. If you wanted an off grid cabin or place to go camping with your family those lots are great. Difficult to build any sizable house on though." 

2 lessons I took away from this interaction. 

1. I witnessed what mastery looks like in real time. 
• He knew the value of the land within seconds. 
• That's what it takes to get to where he is. 
2. It's valuable to have experts help you invest. 
• Not that I would have acquired the property. 
• (I have no experience with land)
• But, 
• It was helpful to have him on speed dial. 

P.S. Anything you've learned recently from excellent people?
P.S.S. Tag who you call for investment advice.

I spoke to an investor with $110,000,000 in AUM. 
He started by building up $35,000,000 in AUM. 
All with his own capital. Here's how he did it:

1) He started small. 

• His first deal (believe it or not) was a $10,000 SFR. 
• He acquired the property from a city tax sale. 
• He flipped it for $70,000+ months later. 
• From that point on? He was hooked. 

LESSON: 

Social media will tell you to start with that 100-unit deal. 
Don't feel like that's the only path for you. 
Starting small is often smarter. 
It's okay to be smart. 

2) He built his own track record. 

• Over the course of 10 years, he kept buying real estate. 
• Even began investing in small multifamily on his own. 
• This track record was the foundation of his thesis. 
• Only after building on his own did he use OPM. 

LESSON: 

Proof is the best confidence for any business. 
But especially in CRE investing. 
If someone is going to give you even $25K?
It's best to have the proof to back it up. 

P.S. What are your investing goals for 2026? 

What's a specific market / asset you like?

I asked a value-add multifamily operator (who manages $110,000,000 in AUM) 2 keys to his deals that create the most value.

Here's what he told me: 

1) Retention is the secret to sustained cash flow. 

• This stat he gave me blew me away. 
• Every resident who stays in a unit rather than churns:
• Saves his company $3,000 in turnover costs.
• That's very real cash flow to investors. 

KPI they track: 

• He told me their market averages 50% retention. 
• Their goal with every property is 85% retention. 
• Do the math. 
• Across his 1,000 unit portfolio: 
• That's $1,050,000 in extra cash flow each year.
• Compared to their average competitor?
• They're dominating the market. 

2) More time renovating = less time fixing. 

• Many operators focus on "quick turnarounds."
• This operator took a very different approach. 
• Here's what they found: 
• They tracked renovation time for their units. 
• Then compared maintenance costs of those units. 
• When they took twice as long for renovations? 
• The per year maintenance costs dropped. 
• Dramatically...
 
The costs dropped so much that it out weighed the carrying costs of taking twice as long to renovate. 

Curious to hear your thoughts on this operators take. 

Comment below with your insights ⬇️

I spoke to an RIA who’s helped his clients sell $14,000,000 worth of businesses to private equity.

I asked him what owners should look out for in the terms of their purchase agreements. 

Here’s what he told me: 

1) If you are presented with a dual share class structure within your agreement, it’s standard for the controlling investor to hold the senior class. What’s not standard? When Class-B shares have no participation rights to maintain their percentage of ownership. 

2) Ensure your "earn out" is tied to performance metrics that are higher up the income statement (i.e. gross revenue or recurring revenue). The higher up the income statement you go, the more the "earn out" is in your control.

3) If a buyer defers payment on your acquisition, lock in interest on top of you’re deferred payment. Otherwise the buyer is using your cash flow to pay you with no compensation for your additional risk. 

4) Ensure the waterfall structure in the purchase agreement defines the hurdle rate. The RIA has seen multiple agreements where the hurdle rate is left undefined at the point of sale. 

5) If you have buyout terms within your purchase agreement, define the “fair market value” of the business at the point of sale. & ensure that definition is defined at your full discretion. 

6) If your sale price is formulaic, ensure you define what’s being multiplied. If the buyer is paying a multiple on “adjusted EBITDA,” you set the definition for adjusted EBITDA.

7) Rolling equity into a deal doesn’t = money in your pocket in the future. Do you’re diligence on the buyer as well. It could be the difference in millions of dollars.

P.S. Was this helpful? Comment below what stuck out the most ⬇️

I spoke to an investor with $300,000,000 in AUM. 
His first deal he bought for $560,000 debt free. 
Here's the breakdown of how he did it: 

1) He started as a leasing agent for a family office. 
• The family office owned a few dozen deals. 
• He was there "Swiss army knife."
• Managing existing tenants. 
• Leasing units. 
• Even identifying new properties to acquire. 
• However, one thing stuck out to him: 
• He knew unless he owned real estate himself, 
• He'd never build true wealth. 

LESSON: 

• Build experience in the asset class you chose. 
• Only once you've built up a knowledge base, 
• Should you take the leap to ownership. 

2) He identified a property. 
• In his work with the family office, he identified a deal. 
• It was outside the buy box of the family office. 
• So he decided to take a shot at it. 
• He brought ~5 investors together, & acquired it. 

LESSON: 

• Be prepared. 
• Only once you've aligned your operations, 
• Should you begin identifying deals. 

P.S. Which lesson resonated with you the most?

I spoke to an operator who replaced his finance job income with income from a $3,000,000 real estate portfolio. 

Here's how he replaced his W-2 income: 

1) He was fed up with his current role. 

- He had invested in 8-units prior to his discontent. 
- But the discontent motivated him to step up. 
- & the motivation led to 3+ more deals. 

2) He was willing to take lots of risk. 

- At one point, he had $250,000+ in CC debt. 
- Between labor & material costs for projects. 
- He went ALL in building his portfolio. 

SIDE NOTE: 

This was back in 2019, 2020, 2021 where interest rates were low. He had 3-4 credit cards giving him 0% interest for an entire 12 months! WILD!

3) He leveraged the BRRRR method. 

- At the time, he wasn't utilizing any mentors. 
- Just podcasts, books and good ole action. 
- After each renovation, he'd refinance. 
- & redeploy the capital. 

I wouldn't recommend taking on that kind of credit card debt. 

But one thing was very clear speaking with him: 

He would do anything to make it happen. 

P.S. To what lengths would you go for financial freedom?

My wife & I started a "sugar cleanse" this week. 

No processed carbohydrates. 
No processed sugars. 
No rice...
Starting off the first 4 weeks of the year right.

However... 
We celebrated my brother-in-laws birthday last night. 

They served Korean beef, green beans, and rice. 
(& cake...)
I've never wanted rice more in my life. 

I held strong, but...

I didn't realize how strong my cravings for carbs & sugar were until this week. 

This week's been brutal. But grateful for the reset. 
(& grateful I'm not taking on the cleanse alone)
How's your new year's resolutions going?

I asked a developer/owner (who's built $300,000,000 of real estate) how he got started. His first deal ever? 
A $60,000 land flip. Here's the breakdown: 

1) The developer started his career at 19-years old. 
• He sourced a raw piece of land in his hometown. 
• He raised $30,000 from his family & friends. 
• His original intention? 
• Build a duplex. 

2) The seller called him back with more land to sell.  
• He raised another $30,000 from family & friends. 
• Now that he was sitting on 2 adjacent lots, 
• He started planning to build. 

3) A local builder identified the land he'd bought. 
• That builder offered $120,000 for the land. 
• What he'd just bought for $60,000? 
• He sold for $120,000...

A 50% return of equity to his investors & a $30,000 pay day for a 19 year old kid!

LESSON: 

• Action pays. No matter your age, get after it. 

P.S. If you had $30K pay day at 19...
What would you have bought?

I submitted an offer for $950,000 on a 9-unit portfolio. 
The asking price was $1,400,000. 
Here's why I sent an offer $450,000 < asking price: 

I posted about this deal a few weeks back, & lots of people were curious about the specific numbers of the deal. 

The portfolio was made up of 6 properties: 
• A 4-unit multifamily property. 
• 5 single family homes. 

The income of the portfolio was as follows: 
• The 4-unit property: 
• The 4-unit was 100% occupied all of 2024. 
• The 4-unit produced $39K of rent in 2024. 
• The 4-unit produced $15.6K in expenses. 
• 𝗧𝗵𝗲 𝟰-𝘂𝗻𝗶𝘁 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗱 $𝟮𝟯𝗞 𝗶𝗻 𝗡𝗢𝗜. 
• The 5 SFRs combined: 
• The 5-SFRs were ~ 60%  occupied in 2024. 
• The 5-SFRs produced $41K of rent in 2024. 
• The 5-SFRs produced $56K in expenses. 
• 𝗧𝗵𝗲 𝟱-𝗦𝗙𝗥𝘀 𝗹𝗼𝘀𝘁 ~ $𝟭𝟰𝗞 𝗶𝗻 𝟮𝟬𝟮𝟰. 
• After paying their debt payments. 
• All-in, they netted 4K in 2024. 
• (No 2025 P&L either)

With the SFRs producing negative cashflow, my intent was to sell the SFRs as single family homes, & keep the 4-unit. 

• Local cap rates for this vintage of asset is 7-10%. 
• Here's how I priced the 4-unit apartment: 
• [(NOI: $23,418)/(cap rate: 8.3%)] 
• = value of asset: $284,200
• The Zillow estimate for the SFRs was: 
• $734,000. 
• Combined: $1,018,200. 

The sellers offered seller financing for 50% LTV @ 6% interest. 

Curious to hear your thoughts on my approach.  

Comment below with your thoughts.

I asked an investor who owns a $750,000 6-unit portfolio debt free in Indiana why he didn't sell his properties to get a higher ROE. 

Here's what he told me: 

• He & his wife collect ~ $2,000 a month net. 
• He & his wife are retired. He self-manages.
• It's busy enough to keep him occupied. 
• But not too busy he's overwhelmed. 
• They're content. 

They set out for a specific number to bring home each month, & they achieved it. 

They're debt-free. Living off their hard work over the years, & don't need more. 

They've made it. 

LESSON: 

• There is always more to chase if you want to. 
• But, if you're looking for financial freedom? 
• Pick the number you're looking for. 
• Then fight hard to achieve it. 
• & once you reach it? 
• Either revaluate, 
• or reap the benefits of your hard work. 

P.S. What would you do with a $750,000 debt-free portfolio? 

Sell it & buy a bigger property? Or hold it?

My consulting client posted 12 times in 3 weeks. 
He's already gotten 150,000 impressions. 
& set 3 meetings with ideal clients. 

Here's the breakdown of how we did it: 

• My client is an RIA who helps business owners. 
• His clients are looking to sell their businesses. 
• We're posting content aimed exactly at that. 
• We use past deal experiences to highlight: 
• Specific outcomes his ICPs may want.
• Specific issues his ICP may deal with.
• & we post about it 5 days a week. 

That cadence has led to 150,000 impressions & 3 meetings with business owners looking to sell (or buy) businesses. 

LinkedIn is a goldmine right now if you execute correctly.

If you do just these 3 things:  

1. Show up consistently. 
2. Be a human being, &
3. Bring value. 

You're better than 99% of people on the platform. 

P.S. I'm starting a cohort on January 5th. 

We're capping the cohort at 10 people. 

We'll cover the exact methods I used to help my client achieve 150,000 impressions. 

Comment "Cohort" to schedule a call.

If you're starting a "solo-preneur" business in 2026, you'll beat 99% of the competition doing this: 

1. Pick a niche market to sell to. 
2. Sell to people who can afford to grow with you. 
3. Sell a product you believe in. 
↳Do free work until you believe in it. 
4. Choose a social media platform your clients are on. 
5. Post content every day that solves their problems. 
6. Sell by identifying problems & selling the solution. 
7. REMEMBER: 
↳You haven't won yet, so you have nothing to lose. 

P.S. What's your goal for 2026?

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Mando Sallavanti III, CFP®, CEPA, ChFC®

Cole Baker

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The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Cole Baker

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