In this episode of Chasing the Insights, I talk to Jon P. Moffitt.

Jon talks to us about The 3-Legged Stool: A Mindset Framework for Starting, Running, and Exiting a Business.

Jon P. Moffitt is a business strategist, investor, and founder of Next Age Wealth — a platform built to help entrepreneurs prepare, position, and prosper through capital access and legacy-driven transitions. With more than 25 years in finance and entrepreneurship, Jon has helped business owners secure over $500 million in capital, build transferable value, and design exits that align with purpose — not just profit.

Jon’s methodology centers around a simple but profound belief: every business is a 3-legged stool — Start, Scale, and Exit — and each leg must be supported by the right Emotional, Mindset, and Spirit alignment. Through this framework, he guides founders beyond tactics and into deep clarity around what their business is truly worth, and what kind of life they want it to fund.

From flipping struggling real estate assets during market crashes, to building and selling companies, to launching his current capital-readiness accelerator and “Lease to Legacy” transition programs, Jon has seen it all — and lived through the hard lessons most only read about. What makes his approach different is that he doesn’t just focus on revenue growth; he focuses on building business value that lasts.

His current passion projects include The Heartbeat of Money podcast and live Get Funded Masterclass events, which break down the real reasons why most businesses can’t get funding — and exactly how to fix it. Whether someone is looking to grow, scale, or exit, Jon’s mission is to arm them with the tools, insights, and confidence to stop working in their business and start building wealth through it.

When he’s not teaching or consulting, you’ll find Jon cooking steak (he’s a chef at heart), mentoring founders, or walking someone through the exact steps to stop chasing opportunity — and start building legacy.

You can connect with Jon here:

Free 3-Day “Get Funded” Masterclass): https://masterclass.nextagewealth.com/registration Next Age Wealth Website: https://www.nextagewealth.com Personal Website: https://www.jonpmoffitt.com The Vault: https://tribe.nextagewealth.com/communities/groups/the-vault-access-to-capital/home Instagram: https://www.instagram.com/masteringbusinesstransitions/ Facebook: https://www.facebook.com/jonpaulmoffitt TikTok: https://www.tiktok.com/@jon.p.moffitt LinkedIn: https://www.linkedin.com/in/jonpmoffitt/ X / Twitter: https://x.com/MoffittJon77985