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HALO Academy 2 Minute Financial Drill: Bid Instruction Letter

HALO Talks: Elevating Wellness

Release Date: 06/11/2025

Episode #566: Maximizing Pool Utilization-High-Value Adult Swim Programming with Cori Myka show art Episode #566: Maximizing Pool Utilization-High-Value Adult Swim Programming with Cori Myka

HALO Talks: Elevating Wellness

On today's episode, host Pete Moore sits down with Cori Myka, founder of Calm Within Adult Swim, to dive into the world of adult swimming—and why it’s never too late to learn. Cori shares her personal passion for water, the (often substantial)  psychological hurdles adults face when learning to swim, and how her unique Foundations of Change program helps people overcome fear and embrace aquatic confidence. Pete and Cori explore the relatively untapped demand for adult swim instruction, discuss the mental and physical dynamics of learning new skills later in life, and offer insights...

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Episode #565: Building Winning Teams in Fitness-Tom Johnston on Talent Optimization and Employee Engagement show art Episode #565: Building Winning Teams in Fitness-Tom Johnston on Talent Optimization and Employee Engagement

HALO Talks: Elevating Wellness

On today’s episode, Founder of Integrity Square and HALO Talks host Pete Moore sits down with longtime friend and Talent Optimizer Group founder, Tom Johnston. They dive deep into the power of talent optimization and why having the right people in the right seats is the ultimate game-changer for HALO (Health, Active Lifestyle, Outdoors) sector businesses. Tom unpacks how health clubs can move beyond traditional hiring practices, bring rigor to their people strategy, and use data-driven insights—like employee engagement surveys and behavioral assessments—to build winning, high-performing...

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Episode #564: Mindset, Health, and High Performance with Former NFL Pro Larry English show art Episode #564: Mindset, Health, and High Performance with Former NFL Pro Larry English

HALO Talks: Elevating Wellness

On this episode of HALO Talks, host Pete Moore sits down with Larry English—former NFL player, real estate developer, and now the mind behind Mind Body Mastery and the Union Capital Company. Larry opens up about his journey from achieving his childhood dream of playing in the NFL, to facing the tough transition into business and entrepreneurship. He shares the pivotal realization that his champion mindset and focus on health, once honed as a pro athlete, was just as essential in the world of business. Larry talks about the importance of optimizing the "operator behind the business," using a...

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Episode #563: Advancing Health Literacy and Ovarian Cancer Awareness with Beverly Wolfer of Tina's Wish show art Episode #563: Advancing Health Literacy and Ovarian Cancer Awareness with Beverly Wolfer of Tina's Wish

HALO Talks: Elevating Wellness

On this episode of HALO Talks, host Pete Moore sits down with Beverly Wolfer, Executive Director of Tina’s Wish, to dive into the critical topic of health literacy and the power of community-driven change. Beverly shares her journey from the world of consulting to the nonprofit sector, where she leads efforts toward early detection of ovarian cancer—a mission inspired by the legacy of Judge Tina Brozman. Pete and Beverly explore how HALO sector leaders (health, active lifestyle, outdoors) can champion women’s health through partnership, awareness, and education. Beverly sheds light on...

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Episode #562: Breaking Down Sports Investment Trends with Andrew Petcash-Insights on Venture Capital and NIL show art Episode #562: Breaking Down Sports Investment Trends with Andrew Petcash-Insights on Venture Capital and NIL

HALO Talks: Elevating Wellness

In this episode, host Pete Moore sits down with Andrew Petcash—former college basketball player, venture capitalist, and one of LinkedIn’s most insightful voices on the business of sports. Andrew shares his journey from building a massive NBA YouTube channel as a teenager to founding Profluence Capital, a sports-focused venture fund that connects founders, investors, and cutting-edge sports businesses. The conversation dives deep into Andrew’s strategy for breaking down sports industry segments, sourcing valuable market data, and building authentic, action-oriented thought leadership...

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Episode #561: Running for Life-Tony Reed on Health, Community, and Breaking Barriers in Distance Running show art Episode #561: Running for Life-Tony Reed on Health, Community, and Breaking Barriers in Distance Running

HALO Talks: Elevating Wellness

On this episode of HALO Talks, host Pete Moore sits down with Tony Reed—a longtime marathoner, accomplished CPA, grandfather, and passionate advocate for healthier communities. Tony shares his journey that initially began with a childhood diagnosis of pre-diabetes and grew into a lifelong commitment to fitness. He discusses how running not only changed his own life, helping him avoid diabetes, and chronic disease, but also inspired him to support others, particularly within the African American community, through education and community-building. Tony details the beginning of the National...

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HALO Talks Fast Break: Timing Your Sale-Sell Your Business When You're Winning show art HALO Talks Fast Break: Timing Your Sale-Sell Your Business When You're Winning

HALO Talks: Elevating Wellness

Hope you’re having a winning week! We’re back with this week’s 𝘍𝘢𝘴𝘵𝘉𝘳𝘦𝘢𝘬 and today we're focusing on a game-changing question that we get asked a lot at Integrity Square: When is the best time to sell? Here are some things to keep in mind: 🏆 𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝗗𝗿𝗶𝘃𝗲𝘀 𝗛𝗶𝗴𝗵𝗲𝗿 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 Just like in sports, the HALO space rewards winners. Brands and businesses that consistently outperform, scale effectively, and deliver more value to their members are the ones catching the eye of...

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HALO Academy 2 Minute Financial Drill-Funds Flow Closing show art HALO Academy 2 Minute Financial Drill-Funds Flow Closing

HALO Talks: Elevating Wellness

𝗛𝗔𝗟𝗢 𝗔𝗰𝗮𝗱𝗲𝗺𝘆 𝗧𝘄𝗼 𝗠𝗶𝗻𝘂𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗿𝗶𝗹𝗹𝘀: 𝗙𝘂𝗻𝗱𝘀 𝗙𝗹𝗼𝘄 𝗖𝗹𝗼𝘀𝗶𝗻𝗴 This week we're finally at the ninth-inning in closing our deal.  We've gone through all the prior steps. . . club financials continue to perform and—against all odds (!) —every landlord signed their lease assignments. No last-minute disasters, no drama. (This never happens, but work with me for the sake of illustration. Ha)!  𝗪𝗵𝗮𝘁’𝘀...

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Episode #560: Mindful Leadership and Lasting Impact: Marc Rothschild on Clubs, Retreats, and Empowering Others show art Episode #560: Mindful Leadership and Lasting Impact: Marc Rothschild on Clubs, Retreats, and Empowering Others

HALO Talks: Elevating Wellness

In today's episode, host Pete Moore sits down with long-time friend and veteran health club entrepreneur, Marc Rothschild. From launching his first gym in 1995 to navigating the evolving landscape of the HALO (Health, Active Lifestyle, Outdoor) space, Marc shares his journey through the industry’s highs and lows—including insights gained through decades of club ownership, expansion, and his own, personal transformation. The conversation dives deep into Marc’s shift from traditional gym operations to curating meaningful wellness experiences, like his transformative retreat in Costa Rica....

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Finance 101: When You Play A New Game, How Do You Win? show art Finance 101: When You Play A New Game, How Do You Win?

HALO Talks: Elevating Wellness

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More Episodes

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore 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: https://mailchi.mp/9567da51c0ce/2025programschedule 
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RESOURCES 

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ABOUT YOUR INSTRUCTOR 

Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America.

Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. 

Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup.

Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold’s Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) 

ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector.

Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.