The Liquid Lunch Project

Is the real estate market crashing? Or is it finally on sale? That's (one of) the questions we're discussing on this episode of The Liquid Lunch Project. Matthew R. Meehan and Luigi Rosabianca welcome Hunter Thompson, capital raising pro and founder of RaisingCapital.com. They go deep on what makes this moment in the market a generational buying opportunity, why most people miss it, and how the smart ones raise money when it's hardest. If you're in the game (or want to be), this episode is your new blueprint. What You'll Learn: Why the current market downturn is a once-in-20-years buying window How to raise capital when everyone else is panicking The truth about commercial mortgages and interest rate dynamics Real talk on asset classes: mobile homes, self-storage, retail, and more What "Fund of Funds" really means—and how to use it to leapfrog your way in The one question you should ask before trusting a deal: "Would I bet my career on this person?" Favorite Quote: "This market has made more millionaires than anything else. But it's also made more bankruptcies. It's a dangerous game—but it's worth it."  Who is Hunter? Hunter Thompson is the founder of RaisingCapital.com and host of the "Cash Flow Connections" podcast. He's helped entrepreneurs raise over $100 million and is the author of Amazon's #1 bestseller, Raising Capital for Real Estate. Known for cutting through the noise, Hunter's mission is to give ambitious investors the tools to scale fast and raise capital like a pro. Why Should You Listen? Because sitting on the sidelines doesn't build wealth. If you're ready to raise serious capital and stop playing small, this episode is your new roadmap. Connect with Hunter: LinkedIn (Personal): https://www.linkedin.com/in/hunterlthompsonofficial/ LinkedIn (Company): https://www.linkedin.com/company/raisingcapital-com/ Website: https://raisingcapital.com  

Think your business is worth $12 million? It might be closer to $3.5…and here's why. In this episode, Matt and Luigi sit down with Tom Dillon, founder of Frac Finance, to unpack the brutal realities behind business valuations, botched exits, and what most owners get dead wrong about scaling and selling. From M&A landmines to the truth about fractional CFOs, this one's a wake-up call for any entrepreneur who thinks they're ready. What You'll Learn: Why most owners overvalue their business (and what to do about it) The difference between cost-cutting and growth-minded CFOs How the SBA rule changes are shaking up the M&A game Mistakes SMBs make when raising capital or hiring too early Real talk on family businesses, seller financing, and scaling a CFO firm Favorite Quote: “You can't cost-cut your way to profitability forever.” About Our Guest: Tom Dillon is the founder and principal of Frac Finance, a fractional CFO firm helping SMBs scale, prepare for exits, and make smarter financial moves. With a background in investment banking and private equity, Tom brings real-world experience to a space that desperately needs it…and he's not afraid to ruffle feathers along the way. Why You Should Listen: If you're a business owner who thinks you're ready to scale or sell, Tom Dillon will show you exactly why you're not…and how to fix it before it costs you everything.   Connect with Tom: Twitter / X: https://x.com/profithuntercfo LinkedIn: https://www.linkedin.com/in/tom-dillon-cfa/ Website: https://www.frakfinance.com/  

Ever wondered how a move to Alaska could ignite a passion for accounting? Tanya Akimenko's unexpected journey from the icy terrains of Alaska to founding Golden Apple Agency is a testament to resilience and entrepreneurial spirit. In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Tanya Akimenko, founder of Golden Apple Agency. Tanya shares her unique path into the world of accounting, the challenges small businesses face (especially in the construction industry) and the importance of empathy in financial management. Her insights shed light on effective cash flow strategies, tax planning, and the significance of understanding one's financials for business growth. Episode Highlights Include: Tanya's entry into accounting driven by necessity in remote Alaska. The emotional aspects of financial management for small business owners. Unique challenges in construction accounting and the need for a hybrid method. Strategies for managing cash flow and the importance of cash flow projections. The significance of personalized tax strategies and regular meetings with accountants. The story behind the name "Golden Apple Agency" and its symbolism. Favorite Quote: “Finances with people is not all about numbers and logic. It's all very emotional.” Who is Tanya?Tanya Akimenko is the founder of Golden Apple Agency, a tax and accounting firm dedicated to supporting small businesses. An IRS Enrolled Agent and QuickBooks ProAdvisor, Tanya brings over 15 years of experience in helping entrepreneurs navigate the complexities of financial management. Her mission is to empower business owners with the tools and knowledge they need to thrive.   Why Should You Listen?Cut through the noise and hear how one accountant built a business by actually giving a damn. If you're serious about making money, keeping more of it, and growing something real…hit play.   Connect with Tanya: Website: https://www.goldenappleagencyinc.com/ Instagram: https://www.instagram.com/goldenappleagency/ Linkedin:https://www.linkedin.com/in/tanyaakimenko/   Like what you heard? Don't forget to subscribe, rate, and review!

What do Shakespeare in the Park, a toddler in potty training, and a luxury trailer have in common? One of the weirdest (and most genius) origin stories in business. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with David Sauers, the founder and CEO of Royal Restrooms, a business that turned porta-potty nightmares into a multimillion-dollar, franchise-worthy empire. From a wild incident involving a very bad public restroom to building one of the most recognizable brands in the events industry, David shares how he created a product people didn't even know they desperately needed. It's not just about toilets; it's about vision, grit, franchising lessons, and… a 10-foot HD party screen? What You'll Learn in This Episode: The porta-potty horror story that sparked a business idea Building a better bathroom… and then building a franchise The legal gut punch from Maryland's AG (and how it shaped their business) What NOT to do when franchising How wedding planners became their #1 lead source The blinged-out “Vintage Restroom Trailer” that goes for $4,500/day Side hustles that feed the main brand: bars, screens, campers, and more   Favorite Quote: “People laughed at us. Said we were crazy going into the porta-potty business. But every time someone sat down, they didn't want to go back.”   Who is David? David Sauers is the founder and CEO of Royal Restrooms. Based out of Savannah, Georgia, David launched the company after a terrible porta-potty experience with his kids. He's since expanded it into a national franchise, and now leads multiple ventures including KrugerBush Campers, Savannah Bar Carts, and more—all aimed at elevating the event experience.   This episode is for you if: You think your business idea is too “weird” to work? This episode proves otherwise. Tune in for a wild ride through unconventional entrepreneurship…and learn why the most successful businesses solve sh*tty problems.   Connect with David: Website (Royal Restrooms) Website (Kruger Bush Campers) TikTok David LinkedIn Instagram YouTube Pinterest X Facebook   Like what you heard? Don't forget to subscribe, rate, and review!

Are you confusing bookkeeping with business strategy? In this episode, Matt and Luigi sit down with Salvatore Tirabassi, Managing Director of CFO Pro Analytics, to break down why most business owners are stuck in the past when it comes to CFO support. They unpack the real job of a CFO (spoiler: it's not just balancing the books) and how fractional CFO services can radically improve financial modeling, raise capital, and get your business ready for whatever's next. From equity vs. debt to AI tools that save you hours, Sal drops real-world knowledge from decades in the trenches as a VC and CFO. You'll also hear wild (and painfully relatable) stories from family-owned businesses navigating tariffs, lenders, and internal power shifts.   What You'll Learn in This Episode: Why the real CFO role goes far beyond bookkeeping What it means to create a “single source of truth” in your business Why being “due diligence ready” is non-negotiable for growth How to handle lender decks and pitch decks like a pro The pros and cons of debt vs. equity—and how to choose the right path How AI tools like Claude are quietly changing the game Favorite Quote: “I would want to show a lender a projection that includes the capital — and here's what the business looks like with the money.”   About the Guest: Salvatore Tirabasi is the founder and Managing Director of CFO Pro Analytics. With a background in venture capital and private equity, he brings high-level financial strategy to small and mid-sized businesses, delivering enterprise-grade CFO support at a fraction of the cost.   This episode is for you if: You're tired of reactive financials, want to understand your numbers, or need strategic funding…without the guesswork.  

Ever sold your dog for a fat check and got a standing ovation for it? That's how Aaron Spivak describes selling the company he built from scratch into a $50M powerhouse. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Aaron, the DJ-turned-juice-slinger-turned-weighted-blanket-mogul, to unpack how grit, delusion, and one viral Kickstarter helped him build Hush, one of the top DTC brands in Canada.  He dives into the real emotional cost of selling a business, why customer conversations are his secret weapon, and how Founders Club is helping entrepreneurs get real support.   What You'll Learn in This Episode: The stroke that changed everything…and how a side hustle became a lifeline Why Aaron still DJed after hitting $25M in revenue The secret power of calling every single customer (yes, really) How to turn a blanket into a movement (and a $50M exit) What Dragon's Den taught him about performance, not pitching The real emotional chaos of selling your “business baby” Why Founders Club isn't another BS mastermind — and who it's really for Who is Aaron?Aaron Spivak is a serial entrepreneur who co-founded Revita, Hush Blankets, and most recently Founders Club,  a global community for high-growth founders. From DJing bar mitzvahs to delivering mattresses in his Audi, Aaron's story is anything but typical. Favorite Quote:"When I sold my business, it felt like someone bought my dog and the whole world clapped." Take Action:Tune in to hear why hard work beats hype — and what's next for the guy who refuses to slow down. Connect with Aaron: Instagram (The Founders Club): @thefoundersclub Website: https://www.aspivak.com Linkedin: https://www.linkedin.com/in/aaron-spivak1/   Like what you heard? Don't forget to subscribe, rate, and review!

What if your health routine mattered more than your hustle? Jimmy St. Louis traded shoulder pads for stem cells…and he's building a business that could outlive us all. In this episode, Matt and Luigi sit down with Jimmy St. Louis (former NFL player, serial entrepreneur, and CEO of Agentis Longevity) to talk about the future of healthcare that doesn't start in a waiting room. From biohacking to business strategy, Jimmy breaks down how he's turning the longevity space into a movement; accessible, affordable, and built for people who actually live in the real world (no ice baths required).   What we're covering: Why true longevity starts with understanding your own damn body The difference between hormone therapy and doping (yes, there's a line) What private equity actually looks like behind the scenes The “rest, recover, repeat” rule that applies to business and life How Jimmy grew a med-tech company from 9 to thousands of employees Biohacks that aren't just for billionaires…or Brian Johnson wannabes Why his daughter is already smarter about EMFs than most adults   Who is Jimmy?  Jimmy St. Louis is a former Tennessee Titans tight end, U.S. National Rower, multi-exit entrepreneur, and current CEO of Agentis Longevity, a healthcare platform redefining how everyday people access elite-level health optimization.   Favorite Quote: "If you add something new to your lifestyle, something else has to change."   Take Action: Want to know what NFL grit, Wall Street brains, and regenerative medicine have in common? Tune in now to find out; this episode is a game-changer for anyone serious about playing the long game in business and health.   Connect with Jimmy: Website LinkedIn   Like what you heard? Don't forget to subscribe, rate, and review!

What if your biggest tax burden could be flipped into your greatest asset? In this episode, Matt and Luigi sit down with Sean Graham, a CPA turned real estate entrepreneur who's turning self-storage and depreciation into a business superpower. Sean walks us through his journey from cubicle life to building a real estate empire…one shed at a time…and breaks down how cost segregation isn't just tax strategy; it's tax sorcery. You'll learn how he used FHA and SBA loans to scale his real estate portfolio, why self-storage remains hot (even when interest rates don't), and how small business owners can leverage tax tools most people have never even heard of. Episode Highlights: Why FHA loans are a perfect starter hack for young investors How Sean scaled from duplexes to commercial storage units using SBA loans What cost segregation actually is—and why it matters to small business owners Three ways to legally offset active income using real estate depreciation The "lazy 1031 exchange" explained How to avoid paying depreciation recapture When it makes sense to DIY cost seg (spoiler: it doesn't) The wildest short-term rental project Sean ever worked on Sean's tips for building scalable, remote-first real estate operations Favorite Quote: "The easiest entrance into entrepreneurship is through real estate. You don't have to recreate the wheel." Who is Sean? Sean Graham is a licensed CPA, entrepreneur, and the founder of Maven Cost Seg, where he helps real estate investors legally reduce their tax liabilities through cost segregation studies. With a background in accounting and a passion for real estate, Sean has carved out a niche in self-storage and teaches others how to build wealth without begging Uncle Sam to take less. Take Action: Think you're paying too much in taxes? You probably are. Hit play and find out how Sean's strategies could save you five to six figures this year alone. Then head to mavencostseg.com/liquid for a free estimate and an exclusive discount for our listeners.   Connect with Sean: Facebook LinkedIn Website  Like what you heard? Don't forget to subscribe, rate, and review!  

Think you're making money just because the bank account isn't empty? Hate to break it to you…but that's not how business works. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Teresa Wagonseller, founder of HigherUp CFO Services, to rip the lid off a big misconception: small businesses don't need a CFO. Spoiler alert—they do.  Teresa explains the difference between CPAs and CFOs (hint: one is stuck in the past, the other helps you build a future), breaks down what cash flow actually is (and why you probably suck at managing it), and gives real-world examples of turning hot messes into money-makers. Episode Highlights: CFOs focus on growth; CPAs focus on compliance—know the difference. You don't need to be a Fortune 500 company to afford a CFO. Fractional CFOs give small biz owners expert support without breaking the bank. Cash flow problems? Look at who owes you, who you owe, and fix your damn terms. Contractors, SaaS founders, and even doctors are all flying blind without financial leadership. Stop “hiding profits” for tax purposes if you ever want to sell your business. Liquidity > Cash. Plan like a boss, not like you're dodging Uncle Sam. Favorite Quote: “The main difference between the two is a CPA is focused on the past… the CFO is focused on the future.”   Who is Teresa? Teresa Wagonseller is a CPA-turned-fractional CFO who's worked with everything from mom-and-pop shops to billion-dollar companies. Her firm, HigherUp CFO Services, helps business owners stop winging it with their money and start making strategic decisions that lead to growth, profit, and actual peace of mind. Take Action: If you've ever wondered where the hell your money is going, this episode is your wake-up call. Hit play. Then hit up a CFO.   Connect With Teresa: Facebook LinkedIn  Website Like what you heard? Don't forget to subscribe, rate, and review!

Ever wonder how a restaurant brand with over 120 locations keeps every burger, every plate, every pour consistently badass? Meet the man who makes it happen. In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Chef Alex Sadowsky, the culinary engine behind Twin Peaks. From preserving brand soul across hundreds of locations to balancing artistry and business, Chef Alex gets real about what it takes to succeed in the restaurant game. The guys dive into food trends, pandemic pivots, whiskey preferences, and what keeps Twin Peaks from turning into just another cookie-cutter chain.  If you're a foodie, entrepreneur, or anyone who appreciates a damn good smash burger, don't miss this one. Episode Highlights: How to scale quality across 120+ restaurants (Hint: Give a sh*t) Why regional flavors matter—and how they maintain consistency COVID-19 as a "springboard" to streamline and double the business Chef vs. Entrepreneur: Where artistry meets profitability Why the celebrity chef dream isn't all it's cracked up to be Advice for young culinary grads entering a high-attrition industry The underrated job security in food service (robots can't cook vibes) What Starbucks forgot—and how Twin Peaks avoids that fate Franchising vs. corporate ownership: Maintaining brand soul Whiskey > Tequila? Chef Alex makes his case Who is Alex? Chef Alex Sadowsky is the VP of Culinary Innovation at Twin Peaks, a publicly traded sports bar brand with 100+ locations across the U.S. and Mexico. With roots in fine dining and a passion for pragmatic scaling, Alex has mastered the balance between chef-driven creativity and operational excellence. Favorite Quote: “Robots cannot replace the human part of the restaurant. We'll always have some job security. Everybody's got to eat.”  

Feel like your business has you in a chokehold? Buried under relentless tasks and daily mayhem? Strategic planning isn't just for corporate titans—it's the hidden edge small business owners need to break free and take charge.   In this episode of The Liquid Lunch Project, we're joined by Dr. Commander Mary Kelly—U.S. Naval Academy grad, retired Navy commander, and author of 15 books—to reveal how you can stop firefighting and start leading with purpose.   Mary shares battle-tested strategies to take back control, boost profitability, and build a business that works for you—not against you. From no-nonsense time management to crafting a strategic plan that fits on a napkin, this episode is your wake-up call to stop spinning your wheels and start driving success.   What You'll Learn: How to escape the small business overwhelm trap The surprising difference between revenue and real profits A simple, fluff-free way to create a strategic plan in one sitting Costly marketing and sales mistakes entrepreneurs can't afford to ignore Military-inspired time management hacks every business owner needs Why keeping your business a secret makes you the “jerk” What it really means to take charge of your entrepreneurial destiny   Favorite Quote: “Life is a finite number of unknown minutes and we do not have time to waste. We have to do the things that we were put on the planet to do.”   Call to Action: Ready to stop working in your business and start working on it? Mary's sharing her full business strategy vault—FREE for our listeners. Unlock it now at Productiveleaders.com/2025-success and kickstart your path to freedom.   Connect with Mary Kelly:  LinkedIn Website Facebook Email: Mary@ProductiveLeaders.com   Like what you heard? Don't forget to subscribe, rate, and review!

What if the best idea for your business isn't coming from your C-suite, but from the intern who barely speaks in meetings? In this episode of The Liquid Lunch Project, hosts Matthew R. Meehan and Luigi “The Professor” Rosabianca sit down with Nick Jain, CEO of IdeaScale, to talk about shaking up the way businesses innovate. Nick drops no-BS insights on how small businesses can harness the power of crowdsourcing ideas, why financial fluency is non-negotiable, and how poker skills can make you a better entrepreneur.    Oh, and he's got a free tool for you small business owners that'll change how you brainstorm—stick around for that.   Episode Highlights: IdeaScale 101: Learn how this “social network for ideas” lets businesses crowdsource game-changing ideas from employees, customers, and beyond. Real-World Win: A global restaurant chain used IdeaScale to crowdsource their next big menu item—and it wasn't just a PR stunt. Big Company vs. Small Company Life: Nick spills the tea on why running a smaller company is like driving a speedboat—faster, riskier, and way more fun. Idea Meritocracy: Why the best ideas should win, not the loudest voice or the highest-paid suit.  Financial Fluency: Nick explains why every entrepreneur needs to master financial statements—or risk driving blind. Poker and Business: How calculated risks at the poker table mirror smart business moves. Free Tool Alert: IdeaScale is free for businesses under 100 people—zero strings attached.  Who is Nick? Nick Jain is the CEO of IdeaScale, a social network for ideas that helps businesses crowdsource innovation. A Harvard Business School grad and former Bain Capital hotshot, Nick's now running a midsize software company while juggling fatherhood, a computer science degree, and fixing electrical outlets at his rental properties.  Take Action: Want to stop chasing your tail and start innovating like a badass? Tune in to hear Nick Jain drop knowledge bombs that'll make you rethink how you run your business. Plus, snag a free tool that'll have your team's best ideas bubbling up faster than a cold beer on a hot day. Listen now—you'll thank us later. Favorite Quote: “If you can't read financial statements, you have no idea how your business is doing. It's like driving with covers on your windshield. You'd never do it.” Connect with Nick: X: https://x.com/NickMJain LinkedIn: https://www.linkedin.com/in/nickjain/ Website: https://ideascale.com   Like what you heard? Don't forget to subscribe, rate, and review!

Starting a business without an exit strategy? That's like boarding a plane without knowing the destination. If you think selling your business is something you figure out ‘later,' think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly now can mean massive tax savings later.  Whether you're a startup founder, small business owner, or looking to acquire businesses yourself, this episode is packed with actionable insights that will help you secure your financial future. Episode Highlights: Why you should plan your business exit from the very beginning. How different business structures impact your ability to sell and minimize taxes. The power of Qualified Small Business Stock (QSBS) and how it can save you millions in taxes. Why a solid management team is key to transferable business value. The role of earnouts, reps & warranties insurance, and negotiation tactics in exit deals. How ESOPs can help with employee retention and tax efficiency—but why they aren't for everyone. The biggest mistakes business owners make when trying to sell their company. Who is Wayne? Wayne Zell is a seasoned attorney, CPA, and tax strategist specializing in business exit planning, estate planning, and tax law. With decades of experience, Wayne has helped countless entrepreneurs structure their businesses for growth, profitability, and—most importantly—a successful exit. He is also the author of Your Multi-Million Dollar Exit, a must-read for business owners thinking about the long game. Why Listen? If you're building a business with no clear exit plan, you're already behind. Tune in now and start planning your financial future. And if you want to go deeper, grab Wayne's book Your Multi-Million Dollar Exit and check out his content at waynezell.com.   Favorite Quote: "Your business is only worth what someone is actually willing to pay for it"   Connect with Wayne:   Website: https://www.waynezell.com Youtube: https://www.youtube.com/@ZellLaw/playlists Linkedin: https://www.linkedin.com/in/wayne-zell-5aa1147/ Facebook: https://www.facebook.com/blprt4wealth Apple Podcast: https://podcasts.apple.com/us/podcast/blueprint-for-wealth/id1610009178 Instagram: https://www.instagram.com/zelllaw     Like what you heard? Don't forget to subscribe, rate, and review!  

Every business owner hits a wall: too much to do, too little time, and a never-ending cycle of putting out fires. The real question is: are you optimizing, or just surviving?  In this episode, we sit down with Joshua Hoecherl, CEO of Pinpoint Management, to talk about operational excellence and how business owners can streamline their processes for sustainable growth. Josh breaks down the common pitfalls of small businesses, why so many owners get stuck as the bottleneck in their own companies, and how to shift from micromanaging to empowering your team. If you've ever felt like you're drowning in daily tasks, this one's for you.   Episode Highlights: The first step to fixing inefficiencies? Slow down. Take a step back and evaluate your business objectively. Most business owners unintentionally build systems around themselves, making them the bottleneck in their own company. Leadership starts at the top—if you want a better company culture, it begins with you. "Figure It The F*** Out" (FITFO) mentality: how to empower your team to take ownership instead of relying on you for every decision. The biggest problems business owners complain about? Bad employees and lack of customers; turns out, they're often the same problem. Why most businesses aren't ready for an exit—and how operational efficiency is the key to both scaling and selling.   Who is Joshua?  Joshua Hoecherl is the CEO of Pinpoint Management, specializing in helping businesses identify inefficiencies, implement smarter systems, and create scalable growth. With years of experience in consulting, Josh knows that the key to success isn't working harder—it's working smarter.   Why Listen? Want to stop being the bottleneck in your business? Tune in to this episode and learn how to build a business that runs smoothly without you being in the middle of everything.   Favorite Quote: “The power of a business owner is not being a Superman. The powerful business owner is being able to say FITFO. How do I empower them to be the best version of themselves?”   Connect with Joshua:  https://www.linkedin.com/in/joshuahoecherl/ https://www.linkedin.com/company/pinpoint-management/ https://www.facebook.com/profile.php?id=100084655959473 https://www.instagram.com/pinpointmanagement/ https://ppmanagement.com  Like what you heard? Don't forget to subscribe, rate, and review!

What if the key to scaling your business isn't a new strategy but rewiring how your team thinks and operates?   In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Steven Falk, CEO of Switchback, a game-changing leadership and team-building organization. Steven shares his radical approach to developing resilient, high-performing teams by leveraging the science of metacognition and human behavior. From logging camps in British Columbia to corporate boardrooms, his method has transformed workplaces, reduced injuries, and built stronger, more effective teams. Get ready for insights that will shift how you think about leadership, team dynamics, and even your own personal growth.   Who is Steven? Steven Falk is the founder and CEO of Switchback, a leadership training and team-building company that specializes in transforming how teams function under pressure. With a background in family therapy, Steven has pioneered an approach that taps into the power of self-awareness, decision-making, and behavioral psychology to create lasting change in organizations. His work has saved lives in high-risk industries and improved team cohesion across North America and beyond.   Episode Highlights: The difference between front-brain and back-brain decision-making How unresolved personal experiences impact leadership and team dynamics Why every leader should develop ‘metacognition' to improve decision-making A real-world case study: how a logging company went from 16.5 medical incident reports per year to 0.4 using Switchback's methodology The power of vulnerability in team-building and why it creates lasting change Practical steps to implement a high-performance mindset in your business   If you want to unlock the hidden potential of your team and revolutionize how they work together, tune in now!    Favorite Quote: “One lost sheep can ruin a business. Fixing that dynamic can save it.”   Connect with Steven: https://www.facebook.com/SwitchbackOS/ https://ca.linkedin.com/in/steven-falk-52a7b558 https://www.tiktok.com/@switchbackos switchbackos.com   Like what you heard? Don't forget to subscribe, rate, and review!  

Think grants are just for big corporations or nonprofits? Think again. Nearly 40% of the U.S. economy is designed to give away money—but most small business owners have no idea how to access it. In this episode, we're diving deep into free money for small businesses with the legendary Matthew Lesko—yes, the guy in the question mark suit who's been uncovering government grants for 50 years. He breaks down exactly where business owners can find grants, free resources, and funding opportunities without falling into Google's money traps. If you've ever wondered how billionaires get handouts while small businesses struggle, this episode is a must-listen. Who is Matthew? Matthew Lesko has spent five decades researching and exposing the government's hidden funding opportunities. He's been a best-selling author, TV personality, and now runs a thriving online community helping everyday people find grants, funding, and free resources. Episode Highlights: 40% of the economy is designed to give away money—but you won't find it on Google. The SBA and local assistance programs should be your first stop, not loan sharks. Most government programs aren't even advertised—because they don't have a marketing budget. Economic development zones & state incentives can literally pay you to move your business. Grants are nice, but government contracts are where the real money is. If you want to stop missing out on free money for your business, hit play now. And if you loved this episode, share it with a fellow entrepreneur who needs to hear it.   Favorite Quote: “40% of our economy is designed to GIVE AWAY money—but nobody teaches you how to get it."   Links & Resources: SBA Local Assistance: sba.gov/local-assistance Economic Development Centers: eda.gov Nonprofit Help: findhelp.org Lesko's Community: leskohelp.com   Connect with Matthew: Website: https://www.free.lesko.com/leskohelp Instagram: https://www.instagram.com/thematthewlesko/ Youtube: https://www.youtube.com/channel/UCwKJZfa7sWV_qKxQnLBUpjA X: https://x.com/leskofreemoney  

Amazon killed retail, right? Wrong. The survivors are thriving—and the deals are on the clearance rack. Want to know how to cash in?   Retail is far from dead—it's just been reshaped by Amazon, COVID-19, and shifting consumer behaviors. In this episode, we sit down with Andy Weiner, President of Rockstep Capital, to break down the reality of retail in America today. From how shopping centers are thriving in secondary markets to why some malls are prime investment opportunities, Andy shares his no-nonsense take on the state of retail, real estate investing, and how local communities can reclaim abandoned malls and turn them into economic powerhouses.   If you're an investor, entrepreneur, or just someone curious about what's next for retail, this one's for you. Who is Andy? Andy Weiner is the President of Rockstep Capital, a real estate investment company specializing in shopping centers in secondary and tertiary markets. With deep retail experience and a sharp eye for viable investment opportunities, Andy's mission is to revitalize communities and breathe new life into once-forgotten retail spaces.   Episode Highlights:   Why retail is far from dead and which brands are dominating The real reason some shopping centers are booming while others fail How investors are making big money off ‘dead malls' The key to revitalizing local economies through smart retail investments The Rockstep method—and how community involvement leads to success   Favorite Quote: “There's 50 billion dollars of insolvent debt underlying these malls, and you can buy them at cents on the dollar. They're on the clearance rack.”   Connect with Andy Weiner & Rockstep Capital:

What if the solution to your pest problem didn't involve poison? Most people see pests and reach for the nearest can of Raid. Kari Warberg Block saw pests and built a multi-million dollar company.  In this episode, we sit down with the founder of EarthKind, the trailblazing brand that disrupted the pest control industry with all-natural botanical solutions. Kari shares her wild journey from a mouse running up her leg (literally) to going toe-to-toe with Procter & Gamble. We cover everything from her struggles getting retailers on board to dealing with industry pushback, lawsuits, and regulatory nightmares. And, of course, we talk about what it takes to scale a business while staying true to your mission. Episode Highlights: The disgusting moment that launched EarthKind (00:57) Why 98% of pest control products were toxic before EarthKind (02:00) How Kari's background in farming helped her discover a groundbreaking solution (06:53) The brutal early days—why no one believed in her idea (07:48) Taking on Procter & Gamble and other industry giants (32:11) How Gary Vaynerchuk's business strategies helped her scale (27:46) Why transitioning from CEO to Chairman is way harder than it looks (36:55) The insane licensing and regulatory hoops she had to jump through (12:16) Who is Kari Warberg Block? Kari is the founder and CEO of EarthKind, a company that revolutionized pest control with plant-based, non-toxic solutions. She's an award-winning entrepreneur, an inventor, and a straight-up force of nature when it comes to challenging industry norms. Why Listen? This episode is a masterclass in entrepreneurial resilience, industry disruption, and scaling a business against all odds. If you've ever felt like the underdog in your industry, Kari's story will make you believe in the power of persistence, creativity, and a little bit of rebellion. Listen now and find out why Procter & Gamble should be locking their side doors.   Favorite Quote: “When you're a disrupter, you have to walk in the side door, you have to walk in the back door, and it has to happen before they know they've even lost the house.”   Connect with Kari: www.earthkind.com https://www.instagram.com/earthkind.living/ https://www.facebook.com/earthkindliving https://twitter.com/EarthKindLiving https://www.pinterest.com/EarthKindLiving/ https://www.youtube.com/channel/UCrHqyNgatnPsYmuRGh8RBYw https://www.tiktok.com/@earthkind.living Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan ➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject ➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

Are your employees simply checking boxes, or are they driving your business forward? In this episode, we sit down with Scott Morris, founder and CEO of Propulsion AI, to discuss how AI-driven tools can transform your hiring process, eliminate wasted time, and help you find the right people for the right roles.  From his early days in HR to leaving corporate America to solve the "employee fit" problem, Scott shares valuable insights on how small business owners can save time, money, and sanity when building their teams. Episode Highlights: The shocking cost of disengaged employees and how clarity in hiring solves it. Why employee fit matters more than resumes and technical qualifications. How Propulsion AI turns hours of work into minutes for HR teams and managers. A real-world example of how a VP at Albertsons streamlined their hiring process. Scott's lessons from the LAPD and how belief fuels small business success. Why embracing technology is critical for HR leaders in a changing world.   Who is Scott? Scott Morris is the founder and CEO of Propulsion AI, a cutting-edge platform revolutionizing talent management. With over 25 years of experience in HR, Scott has worked with organizations of all sizes, helping them streamline hiring processes and improve employee engagement. A former police officer, Scott's unique journey has shaped his approach to solving complex business challenges. Ready to stop wasting time and start hiring smarter? Check out Propulsion AI at getpropulsion.ai for a free trial. Favorite Quote: "AI won't replace jobs, but those who embrace it will outpace those who don't." Connect with Scott: https://getpropulsion.ai/ https://x.com/getPropulsionAI https://linkedin.com/in/mscottm Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan ➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject ➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Are You Building a Business or a Trap You Can't Escape? On this episode of The Liquid Lunch Project, hosts Matthew R. Meehan and Luigi Rosabianca sit down with Darryl Bates-Brownsword, a seasoned expert in business valuation and exit strategies. Together, they dive into the complexities of valuing a business, the importance of having a clear exit vision, and the common mistakes business owners make when preparing to sell. Darryl shares actionable insights on how to make your business sellable and why timing, vision, and intangible assets are critical to a successful exit. Episode Highlights: Every business owner has unique goals for exiting their business—know yours. Business valuations must align with reality, not fantasy; intangible assets often hold the most value. Timing matters: sell when you can, not when you have to. A clear vision for life after your exit is as important as your strategy to get there. Overvaluing your business and being too involved in its operations are common pitfalls. Younger entrepreneurs are leading the charge in building businesses with exits in mind. Employee ownership and trusts can be viable exit strategies—but only if properly planned. Surrounding yourself with a skilled team, from advisors to tax experts, is essential for a successful sale. Shifting from profit growth to asset growth is critical for maximizing valuation. Who is Darryl? Darryl is the head of Succession Plus in the UK, a global leader in exit planning and business strategy. With years of experience guiding entrepreneurs through the maze of business exits, he's the expert you want in your corner when it's time to turn your business into a legacy—or your next big opportunity. Thinking about selling your business someday? Start preparing now to ensure you exit on your terms. Tune in to hear Darryl's expert advice and make your business exit-ready today!   Favorite Quote: “You've done a great job at building a business, but selling a business is totally different. It's going to be the biggest payday of your life…or it's going to feel like a messy divorce.”   Connect with Darryl: https://succession.plus https://www.facebook.com/successionplusuk/ https://www.linkedin.com/company/succession-plus-uk/ https://twitter.com/successionuk https://www.youtube.com/channel/UCvDxV23Erux8w05NaMrUorw   Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan ➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject ➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

Are you running your business, or is your business running you? Learn how the ultra-wealthy build multi-generational wealth—and why you can too. In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Dave Wolcott, founder of Pantheon Investments and author of The Holistic Wealth Strategy. Dave shares his journey from Marine Corps veteran to financial pioneer and offers a comprehensive playbook for small business owners to build wealth like the top 1%.  Learn about alternative investments, tax-saving strategies, and the mindset shifts entrepreneurs need to create true financial freedom. Episode Highlights: Dave's journey from a middle-class upbringing to founding Pantheon Investments. How triplets inspired a quest to rethink traditional financial advice. Why small business owners should prioritize tax efficiency and diversification. The power of oil and gas investments, infinite banking, and real estate syndications. How Pantheon's Virtual Family Office helps entrepreneurs simplify and scale their wealth strategy. The launch of WealthOS: An operating system for managing your wealth like a pro. Who is Dave? Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs and small business owners achieve financial freedom through alternative investment strategies. A Marine Corps veteran and seasoned entrepreneur, Dave is passionate about empowering others with the tools and frameworks to grow and sustain wealth. Notable quote: “It all starts with mindset. Money is just energy, and it's all about creating freedom in our lives.” - Dave Wolcott Don't just dream about financial freedom—start building it. Tune in now and download your FREE copy of The Holistic Wealth Strategy at holisticwealthstrategy.com.   Connect with Dave: holisticwealthstrategy.com https://pantheoninvest.com https://www.linkedin.com/in/dave-wolcott-863306 https://www.facebook.com/PantheonInvest/ https://www.instagram.com/pantheoninvest/ https://mobile.twitter.com/pantheon_invest https://www.linkedin.com/company/pantheon-invest https://www.youtube.com/@pantheoninvestments   Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

What makes people buy? Hint: It's not the product—it's the emotion behind it.   In this episode of The Liquid Lunch Project, we sit down with sales and differentiation expert Mitch Carson, who shares his journey from paperboy to a Home Shopping Network top seller. Mitch dives into the art of selling, leveraging emotional connections, and creating a competitive edge in any market. Whether you're pitching to one person or five million, Mitch's strategies are a game-changer for small business owners looking to stand out and scale up.   Episode Highlights: Selling Emotion, Not Products: Why the emotional payoff matters more than product features. From Paperboy to Pro: Mitch's journey of leveraging efficiency and scaling his sales strategies. One-to-Many Selling: Lessons from pitching to millions on live TV. The Power of Differentiation: How to avoid being a commodity in a crowded market. Media Matters: Why podcasting and publicity are essential for business credibility. Takeaway Tactics: Real-life applications of selling techniques for small business owners.   Who is Mitch? Mitch Carson is a seasoned sales expert with decades of experience in direct response, public speaking, and live television sales. From his time on the Home Shopping Network to speaking at the O2 Arena, Mitch has mastered the art of selling to diverse audiences. He now helps business owners differentiate themselves and build authority through media and publicity. Ready to unlock the secrets to becoming unforgettable in your industry? Tune in now and learn how to create the ultimate wow factor that keeps customers coming back.   Favorite Quote: “Features tell, benefits sell. So whatever product or service it is, it's the benefit.”   Connect with Mitch: https://www.youtube.com/@MitchCarsonOfficial https://www.instagram.com/mitchcarsonofficial https://www.linkedin.com/in/mitchcarsoninstantcelebrity/ http://www.mitchcarson.com/   Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

It's a new year—a chance to reset, refresh, and rethink the spaces where you live and work. What if your surroundings could be the key to a more productive, inspired, and successful you? This week, we're kicking off 2024 with Jodi Peterman, CEO of Elizabeth Erin Designs and host of the Designing in 5D podcast. Jodi breaks down interior design myths, explains why budgets always go off the rails, and reveals how intentional design can transform your home and office for the better. Who is Jodi? Jodi Peterman is the powerhouse behind Elizabeth Erin Designs, a firm that blends style and function to create customized spaces. With years of experience and a passion for innovative design, Jodi has tackled projects ranging from intimate homes to nationwide commercial properties. Episode Highlights Why Budgets Always Fail: The hidden traps of allowances and how to avoid them. Design Trends: Why greens and blues are the colors of the year. Functional Design: How your office setup impacts your productivity. Business Lessons from Design: Navigating supply chain chaos during COVID. Livable Luxury: Balancing beauty and practicality in every space. The EED Process: Jodi's method for stress-free interior design. Start the year off right—listen now to discover how smart design can elevate your space, boost your focus, and set the tone for a successful 2025.   Favorite Quote: We've become little worker-bee ants, and that's why thoughtful design is so important—it's what makes your space uniquely yours.   Connect with Jodi: https://www.facebook.com/ElizabethErinDesigns https://www.pinterest.com/ElizabethErinDesigns/ https://www.youtube.com/@ElizabethErinDesigns5D https://www.instagram.com/elizabetherindesigns/ https://www.linkedin.com/company/68360039/admin/dashboard/ https://www.tiktok.com/@elizabetherindesigns?_t=8r93LyfqNR9&_r=1   Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Think M&A is just for billion-dollar deals? Think again. Your local landscaper might be the next acquisition success story. In this episode of The Liquid Lunch Project, Matthew and Luigi sit down with Scott Bushkie, CEO and Founder of Cornerstone Business Services. They dive into the world of small business mergers and acquisitions (M&A), breaking down how small and medium businesses can leverage the same strategies used by Fortune 500 giants. From avoiding the pitfalls of "one-more-year-itis" to understanding how to scale through acquisitions, this episode is packed with practical advice and real-world examples tailored to business owners.   Who is Scott? Scott Bushkie is a leading M&A advisor and the CEO of Cornerstone Business Services. With over 23 years of experience, Scott has guided countless business owners through the complexities of selling and acquiring businesses. He's also the author of Finish Strong: Sell Your Business on Your Terms and a recognized expert in the art of creating value through strategic exits.   Here's what we're covering: Why small business M&A is booming, and what that means for you. The top three mistakes small business owners make when preparing to sell. Scott's step-by-step guide to maximizing business value before a sale. The emotional side of selling: how to separate your identity from your business. Real-life success stories and cautionary tales from the M&A world. Why you shouldn't wait until burnout to consider selling your business.   Ready to take the next step in your business journey? Tune in now and learn how to navigate the world of M&A like a pro.    Favorite Quote: “Most business owners don't know what they don't know. They only go through this process once. If they do it right, things can be really good for them…unfortunately, so many of them do it wrong.” Connect with Scott: https://www.cornerstone-business.com/ https://www.linkedin.com/in/scottbushkie/ https://shorturl.at/dJs3c  Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

What's scarier than Halloween? Those three little words: Internal Revenue Service. But guess what? You've got more power than you think. In this episode of The Liquid Lunch Project, we sit down with Morgan Anderson, founder and CEO of Golden Lion Tax Solutions, to dive into the nitty-gritty of handling tax debt. Morgan shares her expertise on why small business owners shouldn't fear the IRS, the common “oopsies” that lead to tax trouble, and actionable strategies to turn a financial nightmare into a manageable plan. Whether you owe $2,000 or $200,000, this episode will show you there's always a solution. Morgan Anderson, known as “The IRS Whisperer,” has spent 25 years helping small business owners navigate the complex labyrinth of tax debt and audits. Combining her love of numbers, law, and problem-solving, she guides clients through their most challenging financial dilemmas. She's also the author of Tax Debt Rule Number One: There's Always a Solution. Key Highlights: Understanding IRS Notices: Why opening that scary envelope is step one to regaining control. Levels of Tax Trouble: The difference between “baby problems” and “monster problems.” Tips for Staying Compliant: Morgan's advice on making estimated payments easy to manage. Negotiating with the IRS: From uncollectible status to settlements, learn what's possible. Why Bookkeepers Are Gold: How a trusted financial team can save you from costly mistakes. Real-Life Success Stories: How Morgan helped a client settle $180,000 in tax debt for just $4,800. If the IRS is keeping you up at night, don't miss this episode! Morgan's actionable tips and insider knowledge could be the key to saving your business. Tune in now to take back control of your finances.   Favorite Quote: “Align yourself with a great bookkeeper and tax professional, and bring those people into your inner circle. Think of them as your priest; confess everything to them.”   Connect with Morgan: https://www.facebook.com/profile.php?id=100065009094636 https://www.linkedin.com/in/morgan-anderson-ea/ https://www.goldenliontaxsolutions.com/ Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

What if kindness could be your business's ultimate growth hack? In this episode of The Liquid Lunch Project, we sit down with Tara May, CEO of Aspiritech, to discuss how embracing neurodiversity in the workplace isn't just the right thing to do—it's a game changer for innovation, growth, and culture. Tara shares her journey from traditional corporate environments to leading a tech company where 93% of the staff is autistic. Along the way, she highlights actionable strategies for creating inclusive workplaces and the profound ROI of kindness.   About the Guest: Tara May is the CEO of Aspiritech, a tech services company on a mission to provide meaningful employment for neurodivergent individuals, with a special focus on autistic adults. Tara's insights are deeply personal, drawing from her own journey as a mom to a neurodivergent son and her passion for redefining what an inclusive workplace looks like.   Episode Highlights: Defining Neurodiversity: What it means and why it matters in modern workplaces. The ROI of Kindness: How Aspiritech increased revenue by 46% through compassionate leadership. Supporting Neurodivergent Employees: Practical strategies for leaders and managers. The Academy: Aspiritech's groundbreaking training program for autistic job seekers. Tara's Personal Journey: How her son inspired her to champion neurodiversity. Actionable Resources: Tips and tools for supporting neurodivergent team members.   Ready to unlock the full potential of your team and redefine workplace culture? Tune in to hear Tara's inspiring story and actionable insights that could transform your business.   Favorite Quote: “You will see your organization benefit and thrive if you think about your team members as humans with needs and you figure out how to support them. I promise you.” Connect with Tara: https://aspiritech.org https://www.youtube.com/@Aspiritech https://www.instagram.com/aspiritech/?hl=en https://www.facebook.com/aspiritech/ https://www.linkedin.com/company/aspiritech/   Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

What does a Naval Academy graduate and helicopter pilot know about luxury boutique hotels? Turns out–a lot. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Clinton Ramsden, co-founder and principal of Severn Grove Hospitality Group. Clinton shares his journey from flying helicopters in the Navy to managing a portfolio of boutique hotels in Annapolis, Maryland. They discuss the transition from residential real estate to commercial hospitality, the challenges of development in historic districts, and why authenticity is key for success in boutique hotels.   Episode Highlights:   From Helmets to Hospitality: Clinton's journey from the Navy to real estate and eventually boutique hotels. Why Annapolis? The unique opportunities and challenges of developing in a historic district. Lessons from the Navy: How military discipline and problem-solving translate to entrepreneurship. Boutique Hotel Boom: Why small-scale, luxury hospitality is resonating with modern travelers. Scaling Smartly: The importance of understanding local jurisdictions before expanding.   Ready to be inspired by a story of transformation, resilience, and entrepreneurial grit? Hit play to discover how Clinton is redefining hospitality, one boutique hotel at a time. Favorite Quote: “I think natural tension is actually indicative of a very high-performing organization. [Being] overly comfortable…would indicate an organization that stopped trying to become a better version of itself.” Connect with Clinton: https://www.linkedin.com/in/clinton-ramsden-50a62092/ https://www.instagram.com/clint.ramsden/ https://www.134prince.com/ https://www.instagram.com/134princehotel/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

How do you turn a childhood paper route into a multi-million-dollar empire? And what do bagels and sports memorabilia have in common?   In this episode,we sit down with Brandon Steiner, the pioneer who redefined the sports memorabilia industry. From creating the Everything Bagel to striking groundbreaking deals with the Yankees, Brandon shares his journey of growth, grit, and game-changing moments. Whether you're a business owner, sports fan, or someone in need of inspiration, this episode has something for everyone.     About the Guest: Brandon Steiner is the founder of Steiner Sports and Collectible Exchange, a visionary entrepreneur, and author of You Gotta Have Balls. With decades of experience marketing athletes and memorabilia, he's revolutionized the sports collectibles market while emphasizing growth, empathy, and innovation.     Episode Highlights: Brandon's unconventional journey from delivering newspapers to creating the Everything Bagel. Redefining sports memorabilia with deals like the Yankees' old stadium and Mark Messier's collectibles. Why empathy and putting your customers first are non-negotiables in business. The importance of perpetual growth: "What else? What's next?" A candid take on selling your business and the hard truths behind private equity partnerships. Brandon's advice to entrepreneurs: Own your mistakes, solve problems, and always think ahead. Don't miss this deep dive into the mindset of a true game-changer.      Favorite Quote: “I always say, don't run away from your problems, run to them…And when you screw up, own up, man up, fix it, and get it right.”     Connect with Brandon: https://thesteineragency.comhttps://collectiblexchange.comhttps://www.linkedin.com/company/Collectible-Xchangehttps://twitter.com/cxstuffhttps://www.facebook.com/CollectibleXchangehttps://instagram.com/CollectibleXchange   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Are your employees' financial futures secure? If not, here's what might be missing from your business game plan.   In this episode of The Liquid Lunch Project Podcast, we sit down with Courtenay Shipley, founder of Retirement Planology. She's not just redefining how businesses handle retirement; she's making it accessible, understandable, and essential for companies looking to retain talent and provide meaningful benefits. Courtenay breaks down how strategic retirement planning impacts recruitment, retention, and a company's bottom line—all while making the topic engaging and digestible.   Episode Highlights:   Why retirement planning is essential for employee retention and business success “Retirement Planology” – what it means and why branding matters Creative benefits that go beyond traditional retirement plans The reality of Social Security and why it's not enough Options for different business sizes: Solo 401(k)s, Simple IRAs, and more How Courtenay pivoted from a music major to a top expert in retirement planning   Want to keep your top talent happy and loyal? Learn how strategic retirement planning can be a game-changer for your business.  Favorite Quote: “Social security - I also call it social insecurity - is usually between 20 to 40 percent of somebody's working income…That's a really good, solid basis. But we need to build on top of it.”   Connect with Courtenay: http://www.linkedin.com/in/cshipley https://www.retirementplanology.com/learnmore   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

In this episode of The Liquid Lunch Project, we sit down with Jeff Villwock, aka the "Acquisitions Professor." Jeff shares incredible stories from his decades-long career in investment banking and acquisitions, detailing everything from the 2008 financial crises to navigating COVID-19 as he helped businesses grow and survive.  If you're serious about buying or selling a business, Jeff's insights on navigating the real risks, learning from failures, and managing complex deals are pure gold. Who is Jeff? Jeff Villwock is a seasoned M&A expert with a wealth of experience in hospital group acquisitions, investment banking, and business growth strategies. Known for his sharp, no-BS approach, Jeff now dedicates his expertise to helping individuals and businesses thrive through acquisitions.  Episode Highlights: The surprising twists of acquisitions during the 2008 financial crisis and COVID-19 Why diligence, grit, and adaptability are essential in high-stakes deals Insider tactics to reduce costs and maximize profits in business operations The importance of having the right “why” before buying a business Tips for sellers on getting businesses ready for sale Tune in to learn the real story behind successful acquisitions and what it takes to be prepared for anything that comes your way.   Favorite Quote: “If you can get the person to understand why they want to buy a business, what do they bring to the table, then you can start… talking about which sector might look good.” Connect with Jeff: jeff@jeffvillwock.com www.acquisitionsprofessor.com https://www.jeffvillwock.com https://www.linkedin.com/in/jeffvillwock/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Ever wonder how your business would hold up under public scrutiny? In today's episode, we dive into the world of reputation management—what to do when a PR crisis hits and why it's crucial for every business owner to be prepared.   John P. David, founder and CEO of David PR Group, joins The Liquid Lunch Project to discuss the ins and outs of managing a business's public image. From handling bad reviews to tackling major reputational crises, John shares his expert advice on preventing minor issues from snowballing into full-blown disasters. This episode covers the tools and strategies every small business needs to protect its reputation in an age where one viral post can make or break a brand.   Here's what we're covering:   What qualifies as a “crisis” and why it's subjective Steps every business should take to be crisis-ready The role of media policy in protecting company reputation Why some reviews should be left alone—and when to fight back Case studies of major brands and their crisis management hits and misses How the “camera in every pocket” culture has changed PR strategy   Who is John?   John P. David is a public relations expert specializing in reputation management. With decades of experience and a published author on the topic, John has become a go-to for businesses looking to handle sensitive public relations issues. His book, How to Protect or Destroy Your Reputation Online, delves into techniques for maintaining a positive online image.   Ready to bulletproof your business's reputation? Tune in now to learn how a proactive approach to PR can save you in a crisis.    Favorite Quote:   “The best defense when it comes to review sites is offense. Talk to your existing customers and have them write reviews for you.” Connect with John: https://www.facebook.com/DavidPRGroup https://twitter.com/johnpdavid https://www.youtube.com/user/miamipublicrelations https://www.instagram.com/davidprgroup/ https://www.linkedin.com/in/johnpdavid/ https://www.espeakers.com/marketplace/profile/28843/john-david   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Mom-and-pop shops are the new darlings of Wall Street. But why are hedge funds suddenly interested in your local HVAC company? Let's break it down.    In this episode, we sit down with Jordan Wagner, one of the founders and principals of The Exit Group, to explore why Main Street businesses are becoming more attractive to Wall Street. From private equity's growing interest in smaller, essential service businesses to why baby boomers are cashing in on decades of hard work, Jordan provides insights into the mechanics of these deals and how small business owners can position themselves for a profitable exit. Whether you're running a plumbing company or thinking about your next business move, this episode sheds light on why “boring” businesses are suddenly a hot commodity. Episode Takeaways:   Why essential, “boring” businesses like HVAC and plumbing are now attractive to private equity. How generational shifts and the rise of subscription services are changing the landscape for service businesses. Private equity's impact on improving valuations for small businesses. Factors that drive higher valuations: recurring service revenue, growth, and management structure. The long-term strategy of private equity: scaling operations and building efficiency. Why private equity is now interested in white-collar trades like CPA firms and legal services. The growing interest in property management businesses due to their recurring revenue model.   Want to know if your business could be the next target for private equity? Tune in to find out how you can position your company for a lucrative exit and take control of your financial future.   Favorite Quote: “We call them boring businesses, but Wall Street loves them because they're essential— plumbing, HVAC, lawn care. They create fundamental, scalable value.” Connect with Jordan: Website: https://www.exitgroup.com/ Instagram: https://www.instagram.com/jordanwagner/ LinkedIn: https://www.linkedin.com/in/jordan-wagner-b9249135/ TikTok: https://www.tiktok.com/@jordanwagnerx/ YouTube: https://www.youtube.com/channel/UCC38aM6GMEa2MaSVIEEng9Q

What drives a young computer engineer to trade California's sunny coast for the bustling streets of Kyiv? Kyle Mao shares his incredible journey from corporate boredom to building a thriving remote talent agency in Eastern Europe.   In this episode, we sit down with Kyle Mao, an American entrepreneur who made an unexpected leap from a cushy government job to establishing roots in Ukraine. Kyle discusses his decision to leave the corporate grind, navigating the challenges of starting a business abroad, and how the ongoing conflict in Ukraine has shaped his personal and professional life. We delve into the remote talent market, the nuances of hiring from Eastern Europe, and Kyle's journey in building his companies, including an olive oil business. His story is a testament to risk-taking, resilience, and making lemonade when life throws lemons. What we covered:   The unconventional decision to leave the U.S. for Kyiv Experiences with buying property in Ukraine Evacuating Ukraine during the Russian invasion Building a remote talent agency focused on Eastern Europe The benefits of hiring talent from Eastern Europe versus other regions Kyle's olive oil business and the challenges of food production Upcoming projects and the future of remote talent   Tune in to hear how Kyle turned uncertainty into opportunity, and learn how hiring remote talent from Eastern Europe can transform your business! Favorite Quote: “Remote talent is the future of business.”   Connect with Kyle: https://hire-ua.com/ https://kylemau.com/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Be honest with yourself: Are you holding yourself back from growing your business?   In this episode of The Liquid Lunch Project, we sit down with Eric Williams, CEO and Founder of Willity (Will + Ability), to discuss the challenges entrepreneurs face when scaling their businesses. Eric dives into the importance of systematizing operations, the dangers of micromanagement, and the steps to take if you want to move from a solopreneur to a thriving team.    If you're stuck doing everything yourself and feel like there's no time to scale, this episode will hit home. Eric shares practical advice on how to delegate effectively, free up your time, and create processes that allow your business to thrive without you having to hustle endlessly.   Key Takeaways Include:   Transitioning from a solopreneur to a scalable business model. The psychology behind micromanagement and why entrepreneurs struggle to delegate. "Delegation math" and how to calculate the value of your time versus the cost of outsourcing. Why building systems and processes are essential for scaling. How systematizing can increase the value of your business. Practical steps to audit your time and optimize operations. If you're a small business owner stuck in the grind of trying to do everything yourself, this episode is for you. Eric breaks down what you need to do to move from being a solopreneur to running a business that can grow without burning you out. It's time to stop micromanaging and start scaling. Favorite Quote:   "You need to figure out how to replicate your brilliance. It's not enough to do it well; you have to teach others how to do it, too." Connect with Eric:   https://willity.com/ https://www.facebook.com/willity https://www.instagram.com/willityleadership https://www.linkedin.com/in/ericnwilliams/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Did you know a well-crafted press release can save a life and skyrocket your business at the same time? In this episode, Mickie Kennedy, the founder of eReleases, dives into the world of press releases and how they can do more than just promote your business. Mickie shares stories of using PR to create credibility, grow revenue, and even help someone avoid life-threatening situations. He walks us through his journey from poet to PR expert and gives actionable advice on creating press releases that stand out. Plus, he drops some unconventional wisdom on when it's time to "fire yourself" from your own business. Guest Bio: Mickie Kennedy HAS over 25 years of experience in PR and has assisted more than 30,000 clients, distributed over 150,000 press releases, and generated over $132 million in earned media. A poet at heart, Mickie combines his creativity and entrepreneurial acumen to provide impactful PR strategies that genuinely make a difference. Key Highlights: How Mickie pivoted from poetry to PR and created eReleases Why 97% of press releases don't work and how to be in the 3% eReleases' professional writing services for small business owners The evolution of PR from faxing to national distribution Why Mickie "fired himself" and the positive impact it had on his business PR with heart: How a press release saved a man's life Mickie's poetry reading - "Blue Collar" Ready to take your PR game to the next level? Tune in to learn how Mickie Kennedy's strategies can help you craft press releases that don't just get published—they get noticed   Favorite Quote:   “97% of press releases don't work. Focus on the 3% that do get picked up.”   Connect with Mickie: https://www.facebook.com/ereleases.press.release.distribution https://x.com/ereleases https://www.linkedin.com/in/publicity/ https://www.instagram.com/ereleasespr/ https://www.youtube.com/user/ereleases   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Are you leaving money on the table because you're too busy running your business? You might be – and today's guest is here to show you why and how you can fix it.   In this mini-episode of The Liquid Lunch Project, we sit down with James Donovan, the founder of Nine Two Media, to discuss the art of networking and marketing for accountants. James shares his unconventional journey from selling adult ad space to becoming a LinkedIn marketing powerhouse for accounting firms and fractional CFOs. His innovative approach to leveraging LinkedIn profiles and appointment setting has helped firms across the U.S. generate serious revenue, even in the traditionally skeptical accounting space. Tune in for our conversation about what works in modern B2B marketing, why accountants need help asking for the sale, and how you can apply these same strategies to your business. Episode Highlights:   What it's like selling ad space over Skype—no Zoom, no calls, just text! How LinkedIn is James' secret weapon for transforming accounting firms' marketing efforts. How Nine Two Media brings in over $40k of new revenue for their clients. The appointment setting process—how James' team handles everything from the first outreach to closing the deal.   If you're an entrepreneur, small business owner, or accountant who struggles to get clients without spamming LinkedIn or burning out on marketing, this mini-episode is a must-listen!   Favorite Quote:   “A boring LinkedIn profile is a waste of digital space.” Connect with James: https://www.facebook.com/jamesdonovanntm https://www.linkedin.com/in/jamesbdonovan/ https://www.youtube.com/channel/UClYmSOi00EbmsDgstSWLHgQ   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

What if your business financing could be as flexible as your daily needs?  Enter Revenued. In this episode of The Liquid Lunch Project, we sit down with Solomon Lax, CEO of Revenued, to discuss the game-changing approach to small business financing. Solomon and his team have turned traditional financing on its head by introducing an innovative product that replaces the outdated MCA (Merchant Cash Advance) with something far more flexible and scalable. The conversation dives into the intricate details of the small business funding space, exploring how Revenued's flex line is designed to meet the specific needs of businesses in real-time. Solomon also shares valuable insights on the risks and rewards of the financing world, lessons learned during the COVID-19 crisis, and how AI and machine learning are transforming the industry. Key Takeaways: How Revenued replaces traditional MCA products with a flex line Why 'go fast and break things' doesn't apply to the finance world The impact of COVID-19 on small business lending and how Revenued adapted Revenued's pivotal role in processing PPP loans during the pandemic The dark side of fraud in small business financing and how to avoid it Solomon's vision for the future of small business financing through AI If you're a small business owner navigating the tricky waters of financing or want to understand how the industry is evolving with AI and machine learning, this episode is for you. Solomon's expertise and candid approach offer invaluable insights that could change the way you think about business funding.   Favorite Quote:   “AI is going to change small business financing forever, making it more accessible and personalized. That's where this is headed." Connect with Solomon https://www.revenued.com https://www.linkedin.com/in/sol-lax-bb190/ https://www.linkedin.com/company/revenued/about/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

Is your business constantly scrambling to keep up with the latest tech trends? You're not alone. In this episode of The Liquid Lunch Project, we bring in Ryan Pollyniak from Western Computer to help untangle the complex world of enterprise technology. With over 17 years of experience in the Microsoft Dynamics ecosystem, Ryan is your go-to guide for understanding how to leverage ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems to streamline your operations and boost growth.  Join us as we do a deep dive with Ryan into why Microsoft Dynamics stands out in a crowded field, how small to medium-sized businesses can effectively implement these powerful tools, and what the future holds with AI advancements in the tech landscape.    Episode Highlights: What exactly is an ERP? Ryan breaks it down for the uninitiated. The edge Microsoft Dynamics has over competitors like NetSuite and SAP. How Western Computer helps SMBs integrate powerful tools seamlessly. Timing your tech upgrade: When should a company move to a more advanced ERP? The future of AI in business applications—what's coming next? Why You Should Listen: If you're a small to medium-sized business owner looking to upgrade your tech game, this episode is packed with insights that can save you time, money, and a lot of headaches. Ryan shares invaluable advice on choosing the right systems and avoiding common pitfalls. Don't miss out—your business's future tech strategy could depend on it.   Favorite Quote: You don't want to be caught flat-footed when your company starts to grow. Start planning your tech upgrade now.   Connect with Ryan: https://www.linkedin.com/in/microsoftdynamicssolutions/ https://www.westerncomputer.com   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Scaling your business doesn't have to be a chaotic mess of spreadsheets and sticky notes.   In this episode of The Liquid Lunch Project, we're cutting through the noise and diving straight into what it takes to build a business that not only survives but thrives.   Our guest, John Burdett, is the Founder and CEO of Fast Slow Motion—a company that's all about turning good businesses into great ones. By blending technology and process consulting, John has helped countless business owners streamline their operations, reclaim their time, and truly scale their companies without burning out.   Episode Highlights:   The unique 'Fast Slow Motion' approach to business growth. How to avoid common pitfalls when scaling up. Real-life case studies of businesses transformed by smart processes. The critical role of systems and procedures in achieving scalability. Why the mantra 'consistency over perfection' is key to sustainable growth.   Get ready to change the way you think about scaling your business.    If you're looking for practical, no-nonsense strategies to take your company to the next level, this episode is for you. Listen now to start building a business that works for you, not the other way around! Favorite Quote: “Consistency compounds just like money.”   Connect with John: https://www.fastslowmotion.com/ https://www.linkedin.com/in/jburdett/ https://www.fastslowmotion.com https://www.facebook.com/fastslo https://twitter.com/fastslowmotion https://www.instagram.com/fastslowmotionconsultants/https://www.youtube.com/channel/UC-f1RnX3vU97PuVjUDc2RLA     Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Ever wonder if your financial decisions are being driven by more than just logic? What if your personality is secretly pulling the strings?   In this episode of The Liquid Lunch Project, we sit down with Gary Arblaster, a financial expert and creator of the 41 Financial Personality Assessment. Gary dives into how our innate personalities dictate our financial choices, often without us even realizing it. Through insightful stories and expert analysis, Gary reveals how understanding your financial personality can be the key to making better decisions for your business and personal life.   Episode Highlights:   Gary's journey from skepticism to becoming a human behavior consultant. How our personality traits influence our financial decisions and the two key factors that drive these choices. The 41 Financial Personality Assessment and its roots in the DISC personality model. The importance of communication in business and how personality assessments can improve team dynamics. Why understanding your business's financial reports is crucial for long-term success. The impact of generational differences on financial behavior and the enduring influence of personality. Ready to discover how your personality shapes your financial decisions?    Tune in to this episode and learn how to turn your financial wiring into a strength, not a weakness.  Favorite Quote:   “If someone understands who they are, they hone in on their strengths and hire out their weaknesses—that's what makes the success.” Connect with Gary: https://www.linkedin.com/in/gary-arblaster-jr   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

How do you go from a homeless shelter to advising on $25 billion in transactions? This journey is nothing short of extraordinary.   In this episode of The Liquid Lunch Project, we sit down with Grace Vandercruze, founder and managing director of Grace Global Capital LLC. Grace's story is a powerful testament to resilience, determination, and unyielding ambition. From her challenging upbringing to becoming a leading figure in the world of mergers and acquisitions, Grace shares the unvarnished truth about her journey, the hurdles she's overcome, and the mindset that propelled her to the top.   Episode Highlights:   Grace's early life and the influence of her grandmother  The transformative experience of losing her home to a fire Overcoming adversity while living in a homeless shelter Transitioning from Ernst & Young to Merrill and then founding Grace Global Capital The challenges of being an African-American woman on Wall Street Insights on financial wellness and her best-selling book Mountain climbing and its impact on her mental strength   Who is Grace?   Grace Vandercruze is the founder and managing director of Grace Global Capital LLC, a firm specializing in M&A financial advisory, restructuring, and valuation for the insurance industry. With over $25 billion in advisory transactions under her belt, Grace has a storied career that includes senior roles at Swiss Re, Merrill Lynch, and a private equity firm. She is a Wharton MBA, a CPA, and a board member of several prominent companies. Grace is also an accomplished mountaineer, sailor, and the author of the best-selling book "Homeless to Millionaire: 6 Keys to Uplift Your Financial Abundance."   This episode is a must-listen for every entrepreneur and small business owner looking to learn from a true trailblazer. Discover the mindset and strategies that helped her turn adversity into opportunity. Favorite Quote:   “Allow impostor syndrome to be your companion. Just make sure that it's not the loudest voice you're hearing.” Connect with Grace: https://www.graceglobalcapital.com/ https://www.financialabundancewithgrace.com/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Credit card fees seem to multiply like rabbits, don't they? Well, strap in because this week's episode will lift the curtain on the complex world of credit card processing!   Matthew R. Meehan and Luigi Rosabianca dive deep into the labyrinthine world of credit card processing with Jeff Maine, founder and president of PayProudly. Jeff unpacks the intricate details of credit card fees, sheds light on industry secrets, and shares invaluable advice for small business owners looking to navigate this convoluted terrain. From understanding interchange categories to the future of payment systems, this episode is a treasure trove of insights.   Episode Highlights:   Breaking down the 3-4% credit card fee components. The role of interchange categories and how they affect different businesses. How effective rate impacts small businesses. The importance of transparency in credit card processing. Different types of platforms and options available for businesses. The future of credit card payments and emerging technologies. Real-life examples of risk management in credit card processing. How businesses can qualify for lower interchange rates. The evolution and future of credit cards, including biometrics and contactless payments.   Who is Jeff? Jeff Maine is the founder and president of PayProudly, a company dedicated to bringing transparency and fairness to the credit card processing industry. With years of experience and a passion for helping businesses save on transaction fees, Jeff is an expert in demystifying the often confusing world of credit card payments.   Why Listen? Ready to unravel the mysteries behind your credit card fees? Tune in now to learn from Jeff Maine and discover how to make credit card processing work for your business. Don't miss out on these industry secrets that could save you money and headaches! Favorite Quote: “People live on credit. That's how they operate. I don't see that changing.”   Connect with Jeff: https://www.linkedin.com/in/jeff-maine-58203b6/ https://www.facebook.com/PayProudly www.payproudly.com jmaine@payproudly.com   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Ever wonder how a physical touchpoint can revolutionize your digital business strategy?   In this episode of The Liquid Lunch Project, we sit down with Mark Stern, founder of Custom Box Agency. Mark shares his journey from a top-ranked strategy consultant at Deloitte to a pioneering entrepreneur who's redefining customer engagement with custom box experiences. Discover how Mark's innovative approach to merging physical and digital realms is helping businesses enhance customer journeys, increase retention, and boost lifetime value. Episode Highlights:   Mark's transition from Deloitte to Custom Box Agency The concept and goals behind custom box experiences How box experiences can be tailored for various industries The process of creating and designing a custom box The benefits of tying physical items to digital experiences Insights into the manufacturing and shipping process Mark's favorite projects and innovative product ideas   Mark Stern is the mastermind behind Custom Box Agency, an award-winning firm known for its innovative 'box experiences' that bring digital offers to life. With a background in strategy consulting at Deloitte, Mark has successfully transitioned to entrepreneurship, launching over 100 campaigns that optimize customer journeys and drive business growth. His work has garnered attention for its ability to increase conversions, reduce churn, and extend customer lifetime value.   Tune in to this episode to discover how Mark Stern's Custom Box Agency is revolutionizing customer engagement. Whether you're a small business owner or a seasoned entrepreneur, you'll gain valuable insights into creating memorable experiences that keep customers coming back.  Favorite Quote:   “If I tied something physical to my digital offer, and you did not, I bet I beat you every day of the week just because I have a more differentiated experience.” Connect with Mark: www.customboxagency.com https://facebook.com/customboxagency https://instagram.com/customboxagency https://www.linkedin.com/company/custom-box-agency/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

How do you turn life's greatest challenges into your biggest triumphs? Meet the father-son duo redefining what it means to overcome and succeed. In this episode of The Liquid Lunch Project, we sit down with Dr. Kumar Ramlall and his son, Amit Ramlall, to discuss the incredible journey behind the Chintan Project. From navigating the complexities of autism to consulting small businesses on human behavior and strategic exits, Dr. Kumar and Amit share their unique insights and experiences. This conversation dives deep into the essence of human tenacity, the importance of understanding human behavior in business, and how leveraging both friction and collaboration can propel companies forward. Guest Bio: Dr. Kumar Ramlall is a seasoned physician and a visionary leader who has dedicated his life to understanding and solving human problems. His son, Amit Ramlall, despite his challenges with autism, has emerged as a profound thinker and an invaluable partner in their consulting venture, the Chintan Project. Together, they help businesses and individuals navigate complex challenges with a blend of scientific insight and human empathy. Episode Highlights: Amit's unique method of communication and the story behind it The inception and mission of the Chintan Project How understanding human behavior can enhance business operations The strategic use of friction in business negotiations Identifying and working with strategic buyers The meaning and significance of the word 'Chintan' Three actionable tips for business owners to move into action Amit's personal purpose and vision Join us on this inspiring journey and discover how the principles of the Chintan Project can transform your approach to business and life.    Favorite Quote: “What do you want? Why do you want it? That's still, all these years later, probably the most important thing that we help buyers and sellers with.”   Connect with Dr. Kumar Ramlall and Amit https://www.chintanproject.com https://www.facebook.com/kumar.ramlall  https://www.linkedin.com/in/kumar-ramlall-77930217/ https://www.facebook.com/amit.ramlall.98/ https://www.linkedin.com/in/amit-ramlall-83b829189/ Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Ever wished you could play real-life Shark Tank from your living room? Well, buckle up because this episode of The Liquid Lunch Project is about to blow your entrepreneurial mind!  We sit down with Darren Marble, the Executive Producer of Going Public® and CEO of Issuance. Darren's here to share his wild journey from Wall Street to Hollywood, creating an interactive TV series that lets you, yes YOU, click-to-invest in startups as you watch. Get ready to dive into the chaos, the genius, and the downright insanity of blending reality TV with real-life investing.   Episode Highlights: Crazy or Genius? Darren's vision to merge Hollywood and Wall Street Five Years in the Making: The rollercoaster ride of launching season one Ten Puzzle Pieces: Navigating the legal and financial labyrinth to bring Going Public® to life The Click-to-Invest Revolution: How you can become an investor without leaving your couch Star Power: Featuring NBA superstar Baron Davis and other celeb cameos No Fluff Zone: Darren's take on resilience, grit, and why most founders quit too soon Sobriety as a Superpower: Darren's personal journey and its impact on his entrepreneurial success Who is Darren?  Darren is the mastermind behind Going Public®, a groundbreaking TV series that turns viewers into investors. Not only is he shaking up the TV world, but he's also the CEO of Issuance, a fintech powerhouse that's transforming how companies raise capital. Darren's the kind of entrepreneur who thinks outside the box, then blows the box up and builds a spaceship instead. Don't miss this electrifying episode to discover how you can join the investment revolution from your living room and maybe even get inspired to create your own game-changing idea.    Favorite Quote: “Our vision here is to create the CNBC of private markets. It's a big vision, it's audacious, but we've got something unique.”   Connect with Darren: www.goingpublic.com www.issuance.com https://www.instagram.com/goingpublic/?hl=en  https://www.linkedin.com/in/darrenmarble/  https://twitter.com/darrenmarble?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Ever wondered how the health of our planet impacts your own well-being? Spoiler: It's more than you think.   In this episode of The Liquid Lunch Project, we're joined by Matthieu Mehuys, a landscape architect and ecological gardening expert, to delve into the importance of biodiversity and sustainable practices. Matthieu shares his journey from growing up on a family farm to teaching others how to create thriving, biodiverse gardens, even in urban settings. Whether you have acres of land or just a windowsill, Matthieu offers practical tips to help you grow your own food and contribute to a healthier planet.  The Highlights:   Matthieu's backstory and the beginnings of his fascination with nature The importance of biodiversity and its direct impact on human health Practical tips for urban gardening and maintaining healthy soil The benefits of compost and biochar for your garden The role of cover crops in sustainable agriculture Addressing common gardening myths and misconceptions Exciting projects and stories from Matthieu's career, including a royal garden in Saudi Arabia Remember, you are what you eat. Find out how growing your own food (the right way!) can boost your health. Don't miss out on the chance to create your own Garden of Dreams! Favorite Quote:   "The health of our planet is directly linked to the health of us humans." Connect with Matthieu:   Visit www.gardenofyourdreams.com to access his Masterclass www.paulownia-la.com https://www.facebook.com/matthieu.mehuys  https://www.instagram.com/paulownia_la/  https://www.linkedin.com/in/matthieu-mehuys-64b0b5111/  https://www.tiktok.com/@valley.of.eden3   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

  Is your software security strategy an impenetrable fortress or a crumbling wall of illusions?   In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Brittany Greenfield, the CEO and founder of Wabbi, a continuous Security Platform based in Boston. Wabbi's mission is to simplify the integration of security into the software development lifecycle. By providing scalable application security solutions that seamlessly integrate into DevOps pipelines, Wabbi empowers rapid development teams to bridge the gap between security and development without sacrificing velocity or agility.   Brittany shares her journey from being a tech industry rock star to creating a groundbreaking company that integrates security into the software development lifecycle. With a mix of humor and hard-hitting truths, she dives into the importance of embracing imperfections, the realities of cybersecurity, and the critical decisions small and medium-sized businesses must make to protect themselves.   Recognized by the Boston Business Journal as a 40 Under 40 honoree and awarded as a top woman in cyber by Cyber Security Excellence and Cyber Defense Magazine, Brittany is a true pioneer in the cybersecurity field.   Episode Highlights:   The challenges of integrating security into the software development lifecycle. The surprising advice Brittany gives to small business owners about cybersecurity.Real-life examples of cybersecurity breaches and how to prevent them. Her candid take on why she chose to become a founder instead of joining tech giants. Brittany explains the concept of Wabi Sabi and its significance to her company's philosophy.   Brittany's insights are invaluable for anyone looking to understand the complexities of cybersecurity in today's digital landscape. Tune in to discover why securing your software is crucial and learn practical steps to protect your business from cyber threats.  Favorite Quote:   “Starting a business is where overachievers go to fail 99% of the time. Accept that this journey is inherently imperfect.”   Connect with Brittany: https://www.brittanygreenfield.com/  https://www.linkedin.com/in/brittanygreenfield/   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.      

Are you ready to scale your business like never before? In this episode of The Liquid Lunch Project, we sit down with Colin Hirdman, a serial entrepreneur who has revolutionized the way businesses grow. Colin shares his insights on the five stages of scaling, the importance of having a vision, and how non-technical entrepreneurs can leverage software to boost their business. From building MVPs to creating SaaS products, Colin's journey offers invaluable lessons for small business owners and entrepreneurs looking to take their ventures to the next level. Episode Highlights: The Five Stages of Scaling: How to move from a vision to a scalable software product. Building an MVP: Tips for creating a minimum viable product and gathering user feedback. Differentiation and Value: Using software to stand out from competitors and increase your business's value. SaaS Success: Transitioning to a software-as-a-service model for exponential growth. Shared Success Agreements: A creative alternative to traditional funding and equity. Real-Life Lessons: Stories of successful and not-so-successful ventures, including the development of a smart water meter and a viral Twitter tool. Why Listen? This episode is packed with actionable advice for entrepreneurs who want to scale their businesses efficiently and effectively. Colin's practical tips and real-world examples will inspire you to rethink your approach to growth and leverage technology in innovative ways.  Don't miss out on these insights that could transform your business!   Favorite Quote: “For non-technical entrepreneurs, there's never been a better time to think about scaling your business with software.” Have you ever wondered about the best way to publish your book?    In this episode of The Liquid Lunch Project, we're joined by Michele DeFilippo, founder and president of 1106 Design. Michele is here to share her invaluable insights on the world of publishing, particularly self-publishing, and help you navigate the complexities of bringing your book to life.   She's breaking down the do's and don'ts of self-publishing versus traditional publishing and sharing practical tips, industry secrets, and actionable steps that can help any aspiring author make informed decisions about their publishing journey.   Episode Highlights:   The importance of quality in self-publishing: design, editing, and credibility The evolution of the publishing industry and the impact of technology Key steps in the self-publishing process: editorial evaluation, copy editing, cover design, and typesetting The financial dynamics of self-publishing versus traditional publishing The role of marketing and distribution in a book's success Common scams and pitfalls in the self-publishing industry Leveraging books to establish authority and generate additional revenue streams   Why should you listen?   If you're an aspiring author or a small business owner looking to leverage a book to establish your authority, this episode is a great place to start. Michele DeFilippo's expertise will guide you through the complexities of the publishing world and help you make the best choices for your book. Favorite Quote: “One of the worst things you can do if you self-publish a book is to put out the book…without having done the research first.” Connect with Collin: https://www.cloudburststudio.com/  https://www.linkedin.com/in/colinhirdman/       Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

Are you struggling to get your small business noticed online? You're not alone. Many small business owners grapple with boosting their online visibility and managing their digital presence effectively. In this episode of The Liquid Lunch Project, we sit down with Marilyn Jenkins, founder of MJ Media Group and Law Marketing Zone, to unravel the secrets of Google Business Profiles. Marilyn sheds light on why a well-maintained Google Business Profile is a game-changer for local businesses. From claiming and verifying your profile to optimizing it with the right keywords and managing reviews, this episode covers it all.   Episode Takeaways: Understanding the importance of Google Business Profiles and why they're crucial for local businesses. Step-by-step guide on how to claim and verify your Google Business Profile. Tips for optimizing your profile to improve search visibility. Effective strategies for managing and responding to customer reviews. Insights into how SEO and AI are shaping the future of business searches. Ready to take your business's online presence to the next level? Tune in now and discover how to leverage Google Business Profiles to attract more customers and grow your business.  Favorite Quote:   "The Google Business Profile is absolutely imperative for every local business."   Connect with Marilyn: https://maximizeyourgbp.com/  https://www.facebook.com/marilyn.jenkins.1232  https://www.linkedin.com/in/marilynjenkins/  https://www.youtube.com/channel/UCJaVjBx5VrfFLQNJlPIURJw   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Have you ever wondered about the best way to publish your book?    In this episode of The Liquid Lunch Project, we're joined by Michele DeFilippo, founder and president of 1106 Design. Michele is here to share her invaluable insights on the world of publishing, particularly self-publishing, and help you navigate the complexities of bringing your book to life.   She's breaking down the do's and don'ts of self-publishing versus traditional publishing and sharing practical tips, industry secrets, and actionable steps that can help any aspiring author make informed decisions about their publishing journey.   Episode Highlights:   The importance of quality in self-publishing: design, editing, and credibility The evolution of the publishing industry and the impact of technology Key steps in the self-publishing process: editorial evaluation, copy editing, cover design, and typesetting The financial dynamics of self-publishing versus traditional publishing The role of marketing and distribution in a book's success Common scams and pitfalls in the self-publishing industry Leveraging books to establish authority and generate additional revenue streams   Why should you listen?   If you're an aspiring author or a small business owner looking to leverage a book to establish your authority, this episode is a great place to start. Michele DeFilippo's expertise will guide you through the complexities of the publishing world and help you make the best choices for your book. Favorite Quote: “One of the worst things you can do if you self-publish a book is to put out the book…without having done the research first.” Connect with Michele: https://1106design.com/  https://facebook.com/1106design  https://www.linkedin.com/in/michele-defilippo-824247/  https://twitter.com/1106design  https://www.youtube.com/channel/UCQQSYNLxoSQDokF7cDiJ27Q   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.