Episode 9: Tax Planning, QSBS & Keeping More of What You've Built

What does it actually mean to put planning first — before compliance, before tax prep, before anything else? John Mark Prewitt, CPA and Founder of Cohesion, joins Todd Sorrel and Mike Langford for a conversation that every founder, operator, and private markets leader needs to hear.

Finance

Tax

Opportunity Cost

Cohesion

In this episode...

From estate tax exposure most people don't see coming, to the massive QSBS and Section 1202 changes in the One Big Beautiful Bill Act, to the costly DIY mistakes that show up the moment a real planning partner walks in the door — this one is packed.

Chapters
‍0:00 - Welcome & The Moose Story
‍7:38 - What "Planning First" Actually Means
‍14:12 - The Estate Tax Wake-Up Call
‍20:30 - QSBS & Section 1202 Explained
‍24:24 - Planning When the Tax Code Keeps Moving
‍32:50 - The Most Common (and Costly) DIY Mistakes
‍36:47 - Building Cohesion & Why Trust Is Everything

Connect with John Mark Prewitt:
🔗 John Mark Prewitt on LinkedIn: https://www.linkedin.com/in/john-mark-prewitt-cpa-0a321227/
🔗 Cohesion: https://cohesionco.com/
🔗 Learn more about 6lock: https://6lock.com/

Episode 12: 16 Years as an LP: The Fundraising Truth First-Time GPs Need to Hear

Brian Bank

6LOCK TEAM • Aug 31, 2026

Episode 12: 16 Years as an LP: The Fundraising Truth First-Time GPs Need to Hear

Before Brian Bank ever set foot inside a law firm, he spent 16 years as an institutional limited partner — committing capital to funds, sitting on LPACs, and reviewing more than a thousand fund pitches. Today he's the head of Strategy and Client Relations for the Investment Funds Group at Kirkland & Ellis, the highest revenue-generating law firm in the world.

Fund Formation

Opportunity Cost

Legal

Kirkland & Ellis

Episode 11: The Cybersecurity Wake-Up Call Private Markets Can't Afford to Ignore

Ray Mitchell

6LOCK TEAM • Aug 17, 2026

Episode 11: The Cybersecurity Wake-Up Call Private Markets Can't Afford to Ignore

Ray Mitchell has seen it all from the front lines. As CISO of Sigma Information Group, he gets the calls nobody wants to make — companies that just got hit with ransomware, funds that wired money to a fraudster, executives whose email was silently compromised for months before anyone noticed.

Security

Fraud

Identity

Sigma Information Group

Episode 10: The M&A Advisor Who Knows When It's Time to Exit

Robert Koven

6LOCK TEAM • Aug 10, 2026

Episode 10: The M&A Advisor Who Knows When It's Time to Exit

If you're a founder, a GP, or a portfolio company CEO, this is the episode you didn't know you needed. Robert Koven has helped hundreds of companies navigate one of the hardest decisions in business — when to exit, who to sell to, and how to find the right partner. He's doing it at exactly the moment AI is rewriting the rulebook on valuations.

Finance

M&A

JEGI LEONIS

Episode 9: Tax Planning, QSBS & Keeping More of What You've Built