HALO Talks Fast Break: Justin Rumack of David Energy on "Slamming."
HALO Talks: Elevating Wellness
Release Date: 04/17/2025
Episode #556: Mastering Fitness Studio Growth-KPIs, Cashflow, and Expansion With Lauren Schoenfeld
HALO Talks: Elevating Wellness
In today’s episode, host Pete Moore talks with Lauren Schoenfeld, founder of Active Core Consulting and a powerhouse fractional Chief Financial Officer (CFO) specializing in the boutique fitness space. With an impressive finance background spanning PwC, WeWork, and Equinox, Lauren has a unique blend of skills in the HALO sector (Health, Active Lifestyle, Outdoors) to help studios and gyms not only survive but thrive. She relays her journey from athlete to finance entrepreneur, the creation of her consulting agency during the pandemic, and how her team supports fitness businesses with...
info_outline
HALO Academy 2 Minute Financial Drills: Selection Process
HALO Talks: Elevating Wellness
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: ...
info_outline
Episode #555: Building Community for Endurance Athletes-Marcus Gordon's Vision for Endurance Ohana
HALO Talks: Elevating Wellness
In this episode, host Pete Moore reconnects with longtime friend and fellow Emory University alum, Marcus Gordon. They dive into the significant evolution of endurance sports over the years, and the business opportunities surrounding the endurance athlete community. Marcus shares his journey from collegiate athlete and marketing professional to passionate triathlete and entrepreneur—highlighting the explosive growth in triathlons, marathons, and ultra events across the globe. Pete and Marcus chat about the gaps in the market for facilities catering specifically to endurance athletes, the...
info_outline
Episode #554: Entrepreneurial Drive and Innovation-The Story Behind the Stallworthy's Your Reformer
HALO Talks: Elevating Wellness
On today’s episode, host Pete Moore sits down with Emma and Ben Stallworthy, the husband and wife team behind the Melbourne-based, Your Reformer. With a foundation built on serial entrepreneurship and a huge passion for Pilates, Emma and Ben share their story from reviving a rundown health club to scaling a successful chain of gyms, and ultimately selling their business to a major player. They dive into the challenges of pivoting from brick-and-mortar to launching their own Pilates equipment and digital content venture, all while (trying!) to balance family life, married life, and staying...
info_outline
HALO Academy 2 Minute Financial Drill: Letter of Intent ("LOI")
HALO Talks: Elevating Wellness
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: ...
info_outline
HALO Talks Fast Break: History of Private Equity
HALO Talks: Elevating Wellness
In today's episode, Integrity Square Founder Pete Moore dives into the roots and current landscape of private equity (PE) — and why it matters to literally 𝘦𝘷𝘦𝘳𝘺𝘰𝘯𝘦 in the HALO sector. Ignore at your own peril. • PE's Evolution: PE started when changes like the Prudent Man Act allowed institutions (think university endowments and pension funds) to invest in private companies. This ushered in a new era for higher-risk, higher-return investments. • The PE Playbook: Early pioneers like Kohlberg, Kravitz & Roberts (KKR) built the model we see today: Acquire...
info_outline
HALO Academy 2 Minute Financial Drill: Bid Instruction Letter
HALO Talks: Elevating Wellness
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: ...
info_outline
Episode #553: Merging Hospitality and Real Estate: JaJa Jackson’s Blueprint for Flexible Living Success
HALO Talks: Elevating Wellness
On this episode, host Pete Moore reconnects with Jaja Jackson, a longtime friend and fellow Harvard Business School alum, for a deep dive into the intersection of real estate, hospitality, and health. Jaja shares his path from developing homes and communities, to joining Airbnb in its pivotal years, where he helped bridge the gap between multifamily housing and the (then) cutting-edge world of home sharing. Now a leader at ICONIQ Capital, Jackson discusses how his team has reimagined multifamily properties to boost net operating income and create vibrant, HALO-focused communities. (Health,...
info_outline
HALO Talks Fast Break: Add More Classes!
HALO Talks: Elevating Wellness
𝗛𝗔𝗟𝗢 𝗧𝗮𝗹𝗸𝘀 𝙁𝘼𝙎𝙏𝘽𝙍𝙀𝘼𝙆-𝗔𝗱𝗱 𝗠𝗼𝗿𝗲 𝗖𝗹𝗮𝘀𝘀𝗲𝘀! 🚨 Calling all boutique fitness studio operators! 🚨 Managing Partner & Founder Pete Moore is back as "Dr. HALO", and this is a must-hear for anyone running a boutique fitness studio. He's not mincing words either: If you’re only running a few classes a day and wondering why you’re struggling, it’s time for you to look in the mirror. A few things: Increase Class Frequency Most boutique fitness studios simply aren’t offering enough...
info_outline
Episode #552: Fletcher Pilates Around the Globe-Kyria Sabin on Education, Expansion, and Community Impact
HALO Talks: Elevating Wellness
Kyria Sabin began her journey with Pilates in 1991 while living in Los Angeles and working as an art gallery director. Teaching Pilates was never part of her original path. However, her lifelong interest in fitness led her to eventually catch the bug for Pilates. After attending a workshop with renowned Pilates "Elder" Ron Fletcher, he encouraged her to teach the method, though she initially resisted. Despite her intentions to head to law school, Kyria’s passion for Pilates ultimately changed her trajectory, shaping her future as a leading educator in the field. Pete and Kyria continue on to...
info_outline1. Slamming Is a Serious Threat for Facilities
Slamming is a deceptive practice where unauthorized third parties trick business staff into signing up for expensive electricity supply contracts, often by posing as utility representatives. This can result in facilities unknowingly paying much higher rates.
2. Financial Impact Can Be Huge
Justin shares real-world examples where facilities ended up paying outrageous rates—like 30¢ per kWh (kilowatt hour) instead of the standard 10¢—sometimes adding up to thousands of dollars each month. One client’s bill was reduced from $15,000 to $5,000 per month after the issue was detected and resolved.
3. Most People Don’t Check Utility Bills Thoroughly
Business owners and their staff rarely scrutinize line items on utility bills, making it easy for slamming and mistakes like being placed in the wrong “rate class” to go undetected for years. One example saved a company $120,000 in refunds.
4. David Energy Offers Ongoing Bill Monitoring as a Free Value-Add
David Energy provides free bill “health checks” and ongoing monitoring to spot slamming and correct rate errors. This service is meant to protect clients from these costly mistakes and ensure they aren’t overpaying, with no obligation to switch providers.
5. Education and Proactive Partnering are Critical
Know the difference between utilities, suppliers, and brokers. David Energy acts as a direct supplier—not a broker—and works directly with Con Edison. Partnering with a provider who proactively reviews bills adds substantial value and financial protection for facility owners.
If you want to take advantage of their free bill review, reach out to Justin and the David Energy team with your most recent utility bill for a no-strings-attached analysis.
RESOURCES:
- David Energy: http://www.davidenergy.com
- Justin Rumack: https://www.linkedin.com/in/justin-rumack-75287b4/
- Contact: [email protected]
- James McGinniss HALO Talks Webinar: https://www.youtube.com/watch?v=lYmyaiQ9Vi8