Sept. 2, 2025

We’ve Made Our Mark on the Inc 5000 List!

We’ve Made Our Mark on the Inc 5000 List!

We hit #336 on the Inc. 5000 list. That’s top 0.001% out of 32 million businesses in America. But what happens after the balloons drop, the champagne's gone, and the party’s over? In this episode, Caleb and Aaron pull back the curtain on the hard truths behind fast growth—and why it nearly broke their business.


This episode is not a humblebrag—it’s a warning. Rapid growth sounds sexy until you're managing burnout, cashflow crunches, and five-year hold assets with delayed returns. Tune in as the team shares what it *really* means to scale intelligently, and how they're building a company that will last decades, not just make headlines.


TAKEAWAYS

  • Why fast growth can be a hidden liability
  • The real reason most businesses fail (hint: it’s not revenue)
  • How to avoid burning out your team while scaling
  • The difference between a ‘grow-at-all-costs’ mindset and strategic growth
  • Why infrastructure matters more than another sale
  • How Oak IQ became the 10th fastest growing real estate firm in the U.S.


RESOURCES MENTIONED

Inc. 5000 List


FOLLOWS

⁠⁠Oak IQ Investments⁠⁠

⁠Own The Exit⁠

⁠Aaron Investing⁠

⁠Caleb Investing⁠


CHAPTERS

00:00 - Growth vs. Sustainability

01:00 - Oak IQ Makes the Inc. 5000

03:00 - Hidden Costs of Scaling Fast

06:00 - Profit, Cashflow, and Burnout

09:00 - The Strategic Growth Mindset

12:00 - Why Every Asset is Its Own Business

16:00 - Lessons for Long-Term Wealth


KEYWORDS

Inc 5000, fast growth, strategic growth, business scaling, real estate investing, Oak IQ, cashflow management, private equity, sustainability in business, entrepreneur lessons


WANT TO LEARN MORE?

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